move_deal

Move a deal to stage_id (any pipeline). Runs the target stage

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/move-deal.md

WHAT IT DOES

What move_deal does on Max MCP Server

AI agents use move_deal 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 move_deal is rated Medium

Modifies deal state by moving it between pipeline stages, reversible action with business impact.

From the tool's definition Move a deal to stage_id, Runs the target stage

Attacks that exploit this kind of access

RECOMMENDED RULE

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

move_deal Rate-limited

move_deal 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": {
    "move_deal": {
      "limits": [
        {
          "counter": "move_deal_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 move_deal call is checked against it from then on.

FAQ

Questions about move_deal

What does the move_deal tool do? +

Move a deal to stage_id (any pipeline). Runs the target stage. 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 move_deal? +

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

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

Can I rate-limit move_deal? +

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

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

move_deal 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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