happ_crm_options_list

SERVERPlatform SOURCE@happ-ai/platform-mcp

Low RISK CLASS

Category Read

Parameters 82 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-options-list.md

WHAT IT DOES

What happ_crm_options_list does on Platform

AI agents call happ_crm_options_list 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
`kind`	string	Yes	Какой справочник нужен
`type`	string	—	MRCRM: measurement\|installation
`entity`	string	—	Uspacy: leads\|deals; RO App: inquiries\|orders
`folderId`	string	—	NetHunt: папка для fields
`funnelId`	string \| number	—	Uspacy/KeepinCRM: воронка для stages
`pipelineId`	string \| number	—	KeyCRM: воронка для statuses
`workflowId`	string \| number	—	OneBox: бизнес-процесс для statuses
`companyIntegrationId`	string	Yes	ID подключённой CRM (из happ_integrations_list или settings_get)

Parameters from the server's own tool schema.

RISK

Why happ_crm_options_list is rated Low

Even though happ_crm_options_list 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.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

happ_crm_options_list Allowed

happ_crm_options_list 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_options_list": {}
  }
}

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_options_list call is checked against it from then on.

FAQ

Questions about happ_crm_options_list

What does the happ_crm_options_list tool do? +

Значения из подключённой CRM для настроек: stages, pipelines, statuses, funnels, sources, users, employees, lead_statuses, qualify_statuses, client_statuses, workflows, sales_channels, folders, fields, persons, tags, visit_types, locations, types. Какие kind доступны — зависит от CRM (ошибка подскажет). Для зависимых справочников передавай pipelineId / funnelId / folderId / workflowId / entity / type. (GET /zoho/:id/stages; GET /zoho/:id/lead-statuses; GET /zoho/:id/users; GET /keycrm/:id/pipelines; GET /keycrm/:id/pipelines/:id/statuses; GET /keycrm/:id/sources; GET /nethunt/:id/folders; GET /nethunt/:id/folders/:id/fields; GET /sitniks/:id/statuses; GET /sitniks/:id/sales-channels; GET /uspacy/:id/funnels; GET /uspacy/:id/funnels/:id/stages; GET /onebox/:id/workflows; GET /onebox/:id/statuses; GET /mrcrm/:id/statuses; GET /mrcrm/:id/persons; GET /mrcrm/:id/visit-types; GET /mrcrm/:id/tags; GET /lakmus/:id/branches; GET /creatio/:id/stages; GET /creatio/:id/qualify-statuses; GET /creatio/:id/employees; GET /keepincrm/:id/funnels; GET /keepincrm/:id/stages; GET /keepincrm/:id/client-statuses; GET /keepincrm/:id/sources; GET /keepincrm/:id/users; GET /roapp/:id/locations; GET /roapp/:id/types; GET /roapp/:id/statuses). 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_options_list accept? +

happ_crm_options_list accepts 8 parameters: kind, type, entity, folderId, funnelId, pipelineId, workflowId, companyIntegrationId. Required: kind, companyIntegrationId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on happ_crm_options_list? +

Register the Platform MCP server in PolicyLayer and add a rule for happ_crm_options_list: 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_options_list? +

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

Can I rate-limit happ_crm_options_list? +

Yes. Add a rate_limit block to the happ_crm_options_list 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_options_list completely? +

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

happ_crm_options_list 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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