# 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.

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

## Facts

- Tool: `crm_upsert_contact`
- 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_contact",
    "arguments": {}
  }
}
```

## 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 own 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."

## Use case

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.

## 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_contact": {
      "limits": [
        {
          "counter": "crm_upsert_contact_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