This record as markdown: /tools/ghl/set-csv-accounts.md
What set_csv_accounts does on Ghl
AI agents use set_csv_accounts to create or update resources in Ghl, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Ghl environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
userId | string | — | User ID |
approver | string | — | Approver user ID |
fileName | string | Yes | CSV file name |
filePath | string | Yes | CSV file path |
rowsCount | number | Yes | Number of rows to process |
accountIds | array | Yes | Account IDs for CSV import |
Parameters from the server's own tool schema.
Why set_csv_accounts is rated Medium
This tool configures accounts for CSV import, which is a reversible modification operation (Write category). Severity is medium because bulk CSV imports can affect multiple records, but the operation is not financially consequential, irreversible, or code-execution.
From the tool's definition Tool name 'set_csv_accounts' and description 'Set accounts for CSV import processing' indicate the tool modifies configuration or state related to CSV import settings.
Risk signalsAccepts file system path (filePath)
Attacks that exploit this kind of access
The rule that runs set_csv_accounts safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Ghl, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For set_csv_accounts, this is the rule to start with:
set_csv_accounts 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 Ghl, apply this rule, and every set_csv_accounts call is checked against it from then on.
Questions about set_csv_accounts
Set accounts for CSV import processing. It is categorised as a Write tool in the Ghl MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
set_csv_accounts accepts 6 parameters: userId, approver, fileName, filePath, rowsCount, accountIds. Required: fileName, filePath, rowsCount, accountIds. The full parameter table on this page comes from the server's own tool schema.
Register the Ghl MCP server in PolicyLayer and add a rule for set_csv_accounts: 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 Ghl. Nothing to install.
set_csv_accounts 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 set_csv_accounts 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 set_csv_accounts. 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.
set_csv_accounts is provided by the Ghl MCP server (ghl-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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