send_document

Send a PandaDoc document to recipients for viewing/signing. The document must be in

SERVERFreshdesk SOURCE@mindstone-engineering/mcp-server-freshdesk

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/freshdesk/send-document.md

WHAT IT DOES

What send_document does on Freshdesk

AI agents use send_document to create or update resources in Freshdesk, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Freshdesk environment.

RISK

Why send_document is rated Medium

Sending a document for signing or viewing is a write operation that creates new document distribution records and updates document status, but does not delete data or execute arbitrary code. It could have moderate impact if misused to send documents to wrong recipients or trigger unintended signing workflows, hence medium severity.

From the tool's definition The tool 'send_document' is described as sending a PandaDoc document to recipients for viewing/signing. This creates or initiates a document transaction (sending/distributing), which modifies the state of the document workflow and recipient records.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs send_document safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Freshdesk, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For send_document, this is the rule to start with:

send_document Rate-limited

send_document 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": {
    "send_document": {
      "limits": [
        {
          "counter": "send_document_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 Freshdesk, apply this rule, and every send_document call is checked against it from then on.

FAQ

Questions about send_document

What does the send_document tool do? +

Send a PandaDoc document to recipients for viewing/signing. The document must be in. It is categorised as a Write tool in the Freshdesk MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on send_document? +

Register the Freshdesk MCP server in PolicyLayer and add a rule for send_document: 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 Freshdesk. Nothing to install.

What risk level is send_document? +

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

Can I rate-limit send_document? +

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

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

send_document is provided by the Freshdesk MCP server (@mindstone-engineering/mcp-server-freshdesk). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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