happ_crm_analyze

SERVERPlatform SOURCE@happ-ai/platform-mcp

Low RISK CLASS

Category Read

Parameters 61 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/happ-ai-platform-mcp/happ-crm-analyze.md

WHAT IT DOES

What happ_crm_analyze does on Platform

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

Parameter	Type	Required	Description
`scope`	object	—
`locale`	string	—	Язык ответа = язык сообщения человека
`question`	string	Yes	Задача человека дословно, с раскрытыми «вчера»/«этот месяц» в даты
`companyId`	string	—	ID компании (можно не указывать, если у пользователя одна компания)
`selectedRecords`	integer	—	Из оценки — для карточки подтверждения
`estimatedCostUsd`	number	—	Из оценки — для карточки подтверждения

Parameters from the server's own tool schema.

RISK

Why happ_crm_analyze is rated Low

Even though happ_crm_analyze only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.

Risk signalsHigh parameter count (20 properties)

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs happ_crm_analyze safely

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

happ_crm_analyze Allowed

happ_crm_analyze 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": {
    "happ_crm_analyze": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Platform, apply this rule, and every happ_crm_analyze call is checked against it from then on.

FAQ

Questions about happ_crm_analyze

What does the happ_crm_analyze tool do? +

Свободный анализ по всей базе CRM компании («почему теряем сделки из Instagram», «какие менеджеры дольше держат сделки», «что общего у потерянных») и ЛЮБАЯ связка CRM с диалогами («лиды из вчерашних чатов и звонков», «лиды за вчера и их вопросы», «клиенты с открытыми сделками — о чём спрашивали», «какие разговоры привели к заказам») — для таких scope.entities включает crm_activities. Считается в фоне: платформа сама ставит ход на паузу и продолжает его с готовым отчётом. Сначала happ_crm_analyze_estimate; scope передавай ТОТ ЖЕ. Для простых цифр (сколько, конверсия, средний чек) используй happ_crm_stats, а не этот инструмент. (POST /crm/analysis). It is categorised as a Read tool in the Platform MCP Server, which means it retrieves data without modifying state.

What parameters does happ_crm_analyze accept? +

happ_crm_analyze accepts 6 parameters: scope, locale, question, companyId, selectedRecords, estimatedCostUsd. Required: question. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on happ_crm_analyze? +

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

What risk level is happ_crm_analyze? +

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

Can I rate-limit happ_crm_analyze? +

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

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

happ_crm_analyze is provided by the Platform MCP server (@happ-ai/platform-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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