crm_upsert_company

Create-or-update a company in the connected CRM, matched by domain — never creates a duplicate. Requires a read + write HubSpot connection.

SERVERMax MCP Server SOURCEdigital-crew-technologies/max-mcp-server

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/digital-crew-technologies-max-mcp-server/crm-upsert-company.md

WHAT IT DOES

What crm_upsert_company does on Max MCP Server

AI agents use crm_upsert_company to create or update resources in Max MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Max MCP Server environment.

RISK

Why crm_upsert_company is rated Medium

The tool modifies data reversibly by creating new company records or updating existing ones based on domain matching. It does not delete data (ruling out Destructive) or execute arbitrary code (ruling out Execute). While it integrates with a CRM system, it performs standard data write operations rather than financial transactions.

From the tool's definition Tool description states 'Create-or-update a company in the connected CRM' — explicitly performs create and update operations on company records.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs crm_upsert_company safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Max MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For crm_upsert_company, this is the rule to start with:

crm_upsert_company Rate-limited

crm_upsert_company stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_upsert_company": {
      "limits": [
        {
          "counter": "crm_upsert_company_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Max MCP Server, apply this rule, and every crm_upsert_company call is checked against it from then on.

FAQ

Questions about crm_upsert_company

What does the crm_upsert_company tool do? +

Create-or-update a company in the connected CRM, matched by domain — never creates a duplicate. Requires a read + write HubSpot connection. It is categorised as a Write tool in the Max MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on crm_upsert_company? +

Register the Max MCP Server MCP server in PolicyLayer and add a rule for crm_upsert_company: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Max MCP Server. Nothing to install.

What risk level is crm_upsert_company? +

crm_upsert_company is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit crm_upsert_company? +

Yes. Add a rate_limit block to the crm_upsert_company rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block crm_upsert_company completely? +

Set action: deny in the PolicyLayer policy for crm_upsert_company. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides crm_upsert_company? +

crm_upsert_company is provided by the Max MCP Server MCP server (digital-crew-technologies/max-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

KEEP EXPLORING

More on Max MCP Server, and thousands of servers like it.

This server

All 415 Max MCP Server tools →

Across the catalogue

The MCP Attack Database →

Guides

Govern customer-ops agents →Argument validation →Scoped token →