get_deal_board_totals

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

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/digital-crew-technologies-max-mcp-server/get-deal-board-totals.md

WHAT IT DOES

What get_deal_board_totals does on Max MCP Server

AI agents call get_deal_board_totals to retrieve information from Max MCP Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_deal_board_totals is rated Low

Tool retrieves deal pipeline stage totals without creating, modifying, or deleting data.

From the tool's definition fetch workspace profile settings, returns data with totals, no modification

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_deal_board_totals 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 get_deal_board_totals, this is the rule to start with:

get_deal_board_totals Allowed

get_deal_board_totals is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_deal_board_totals": {}
  }
}

ALLOW ONLY 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 get_deal_board_totals call is checked against it from then on.

FAQ

Questions about get_deal_board_totals

What does the get_deal_board_totals tool do? +

Per-stage totals for one deal pipeline, optionally filtered by status/owner_id/organization_id/search. Returns {data: {<stage_id>: {count, sums: [{currency, amount, weighted}]}}}; weighted = amount × probability. It is categorised as a Read tool in the Max MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_deal_board_totals? +

Register the Max MCP Server MCP server in PolicyLayer and add a rule for get_deal_board_totals: 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 get_deal_board_totals? +

get_deal_board_totals is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_deal_board_totals? +

Yes. Add a rate_limit block to the get_deal_board_totals 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 get_deal_board_totals completely? +

Set action: deny in the PolicyLayer policy for get_deal_board_totals. 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 get_deal_board_totals? +

get_deal_board_totals 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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