happ_crm_stats

SERVERPlatform SOURCE@happ-ai/platform-mcp

Low RISK CLASS

Category Read

Parameters 70 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-stats.md

WHAT IT DOES

What happ_crm_stats does on Platform

AI agents call happ_crm_stats 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
`to`	string	—	Конец периода (ISO-дата)
`from`	string	—	Начало периода (ISO-дата) — по дате создания записи в CRM
`entity`	string	—	Что считать: deal (по умолчанию) или lead
`source`	string	—	Источник (как в записях)
`ownerId`	string	—	Менеджер CRM из happ_crm_schema
`companyId`	string	—	ID компании (можно не указывать, если у пользователя одна компания)
`pipelineId`	string	—	Воронка из happ_crm_schema

Parameters from the server's own tool schema.

RISK

Why happ_crm_stats is rated Low

Even though happ_crm_stats 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_stats 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_stats, this is the rule to start with:

happ_crm_stats Allowed

happ_crm_stats 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_stats": {}
  }
}

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_stats call is checked against it from then on.

FAQ

Questions about happ_crm_stats

What does the happ_crm_stats tool do? +

Готовые цифры по сделкам (или лидам) за период: всего / открытые / успешные / потерянные, выручка успешных, средний чек, win-rate, средний цикл в днях, разбивка по стадиям, менеджерам, источникам, топ застрявших сделок, причины потерь. Считается SQL по хабу — используй ВМЕСТО перебора списков, когда нужны «сколько», «конверсия», «средний», «динамика». (GET /crm/stats). 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_stats accept? +

happ_crm_stats accepts 7 parameters: to, from, entity, source, ownerId, companyId, pipelineId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on happ_crm_stats? +

Register the Platform MCP server in PolicyLayer and add a rule for happ_crm_stats: 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_stats? +

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

Can I rate-limit happ_crm_stats? +

Yes. Add a rate_limit block to the happ_crm_stats 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_stats completely? +

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

happ_crm_stats 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.

KEEP EXPLORING

More on Platform, and thousands of servers like it.

This server

All 275 Platform tools →

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cache_stats on ACE-MCP → The MCP Attack Database →

Guides

Roll out MCP under one policy →Data exfiltration →MCP token cost →