create_account

Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.

SERVERFavCRM SOURCEhttps://api.favcrm.io/mcp

Medium RISK CLASS

Category Write

Parameters 121 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/create-account.md

WHAT IT DOES

What create_account does on FavCRM

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

Parameter	Type	Required	Description
`name`	string	Yes	Account/customer display name
`type`	string	—	Account type. Defaults to individual.
`email`	string	—	Email address
`notes`	string	—	Internal notes
`phone`	string	—	Phone number
`source`	string	—	Acquisition source. Defaults to api.
`tierId`	string	—	Membership tier ID to enroll into. If omitted, the company default tier may apply.
`address`	object	—	Postal address
`lastName`	string	—	Last name for individual accounts
`expiresAt`	string	—	Optional ISO expiry for the membership
`firstName`	string	—	First name for individual accounts
`lifeStage`	string	—	CRM life stage. Defaults to active.

Parameters from the server's own tool schema.

RISK

Why create_account is rated Medium

This tool creates new customer records in the CRM system, modifying the account database. Creation of records is a Write operation rather than Execute (no code/command execution) or Destructive (reversible; accounts can be updated or records modified).

From the tool's definition 'Create a CRM account/customer' indicates data creation. The description explicitly states the tool 'Create[s]' a new account record with optional membership enrollment, which is a reversible write operation.

Risk signalsHigh parameter count (19 properties)

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_account safely

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

create_account Rate-limited

create_account 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": {
    "create_account": {
      "limits": [
        {
          "counter": "create_account_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 FavCRM, apply this rule, and every create_account call is checked against it from then on.

FAQ

Questions about create_account

What does the create_account tool do? +

Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists. It is categorised as a Write tool in the FavCRM MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does create_account accept? +

create_account accepts 12 parameters: name, type, email, notes, phone, source, tierId, address, lastName, expiresAt, firstName, lifeStage. Required: name. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_account? +

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

What risk level is create_account? +

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

Can I rate-limit create_account? +

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

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

create_account is provided by the FavCRM MCP server (https://api.favcrm.io/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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