create_note

Add a note to a member/account, booking, ticket, or invoice.

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

Medium RISK CLASS

Category Write

Parameters 43 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-note.md

WHAT IT DOES

What create_note does on FavCRM

AI agents use create_note 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
`body`	string	Yes	Note content
`entityId`	string	Yes	The entity ID
`isPinned`	boolean	—	Pin this note to the top
`entityType`	string	Yes	Type of entity

Parameters from the server's own tool schema.

RISK

Why create_note is rated Medium

This tool creates or appends notes to existing entities within the CRM system. Notes are typically non-destructive, reversible additions of metadata or commentary. The action is Write-category because it modifies records (adding data), but severity is low because notes do not affect core business logic, financial operations, or have wide blast radius — a misused note might clutter records but causes minimal business…

From the tool's definition Tool description states 'Add a note to a member/account, booking, ticket, or invoice' — the verb 'Add' indicates creation of new data.

Risk signalsAccepts raw HTML/template content (body)

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_note 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_note, this is the rule to start with:

create_note Rate-limited

create_note 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_note": {
      "limits": [
        {
          "counter": "create_note_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_note call is checked against it from then on.

FAQ

Questions about create_note

What does the create_note tool do? +

Add a note to a member/account, booking, ticket, or invoice. 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_note accept? +

create_note accepts 4 parameters: body, entityId, isPinned, entityType. Required: body, entityId, entityType. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_note? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_note: 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_note? +

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

Can I rate-limit create_note? +

Yes. Add a rate_limit block to the create_note 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_note completely? +

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

create_note 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.

KEEP EXPLORING

More on FavCRM, and thousands of servers like it.

This server

All 220 FavCRM tools →

Across the catalogue

create_task on 0rca Dojo MCP Server →create-task on Kanban MCP Server →create_package_backup on Android Forensics ADB MCP Server →create_project on Stitch MCP Server → The MCP Attack Database →

Guides

Govern customer-ops agents →Argument validation →Scoped token →