crm_upsert_contact
Create-or-update a contact in the connected CRM, matched by email — never creates a duplicate. Use when the user asks to add or update a contact in HubSpot. Requires a read + write HubSpot connection.
This record as markdown: /tools/digital-crew-technologies-max-mcp-server/crm-upsert-contact.md
What crm_upsert_contact does on Max MCP Server
AI agents use crm_upsert_contact 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.
Why crm_upsert_contact is rated Medium
This tool creates new contacts or modifies existing ones in HubSpot, which are reversible write operations. It does not delete data (ruling out Destructive), does not move money (ruling out Financial), and does not execute arbitrary code or shell commands (ruling out Execute).
From the tool's definition Tool description explicitly states 'Create-or-update a contact' and 'Requires a read + write HubSpot connection.' The function performs reversible modifications to CRM data.
Attacks that exploit this kind of access
The rule that runs crm_upsert_contact 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_contact, this is the rule to start with:
crm_upsert_contact 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Max MCP Server, apply this rule, and every crm_upsert_contact call is checked against it from then on.
Questions about crm_upsert_contact
Create-or-update a contact in the connected CRM, matched by email — never creates a duplicate. Use when the user asks to add or update a contact in HubSpot. 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.
Register the Max MCP Server MCP server in PolicyLayer and add a rule for crm_upsert_contact: 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.
crm_upsert_contact is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the crm_upsert_contact 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.
Set action: deny in the PolicyLayer policy for crm_upsert_contact. 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.
crm_upsert_contact 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.
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