# 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.

Agent View of the PolicyLayer registry record for `crm_upsert_company`. HTML page: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-upsert-company

## Facts

- Tool: `crm_upsert_company`
- Server: Max MCP Server (`digital-crew-technologies/max-mcp-server`) — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server.md
- Homepage: https://github.com/Digital-Crew-Technologies/max-mcp-server
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "crm_upsert_company",
    "arguments": {}
  }
}
```

## 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 own definition: "Tool description states 'Create-or-update a company in the connected CRM' — explicitly performs create and update operations on company records."

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Max MCP Server:

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

## Other tools on Max MCP Server (414)

- `automation_cancel_run` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-cancel-run.md
- `automation_delete` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-delete.md
- `automation_discard_draft` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-discard-draft.md
- `bulk_delete_organizations` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-organizations.md
- `bulk_delete_prospects` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-prospects.md
- `cancel_meeting` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting.md
- `cancel_meeting_series` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting-series.md
- `cancel_warmup` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-warmup.md
- `clear_failed_requests` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/clear-failed-requests.md
- `decline_meeting` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/decline-meeting.md
- `delete_calendar_event` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-calendar-event.md
- `delete_campaign` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign.md
- `delete_campaign_attachment` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign-attachment.md
- `delete_deal` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal.md
- `delete_deal_attachment` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-attachment.md
- `delete_deal_pipeline` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-pipeline.md
- `delete_deal_stage` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage.md
- `delete_deal_stage_rule` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage-rule.md
- `delete_icp` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-icp.md
- `delete_meeting_link` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-meeting-link.md
- `delete_organization` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-organization.md
- `delete_prospect` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect.md
- `delete_prospect_list` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-list.md
- `delete_prospect_profile_hook` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-profile-hook.md
- `delete_saved_view` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-saved-view.md
- `delete_schedule_preset` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-schedule-preset.md
- `disconnect_data_supplier` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disconnect-data-supplier.md
- `pipeline_delete_campaign_route` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-campaign-route.md
- `pipeline_delete_canvas_draft` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-canvas-draft.md
- `pipeline_delete_link` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-link.md
- …and 384 more: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=digital-crew-technologies-max-mcp-server · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/digital-crew-technologies-max-mcp-server