create_survey

Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.

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

Medium RISK CLASS

Category Write

Parameters 92 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-survey.md

WHAT IT DOES

What create_survey does on FavCRM

AI agents use create_survey 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
`slug`	string	—	Optional URL slug; generated from title when omitted
`title`	string	Yes	Survey title
`openAt`	string	—	Optional ISO datetime when the survey opens
`status`	string	—	Initial status
`closeAt`	string	—	Optional ISO datetime when the survey closes
`settings`	object	—	Survey settings such as allowMultipleResponses, collectEmail, collectIpAddress, requireAuthentication, showProgress, successMessage
`visibility`	string	—	Who can access the survey
`description`	string	—	Optional survey description
`questionBlocks`	array	Yes	Ordered survey question blocks

Parameters from the server's own tool schema.

RISK

Why create_survey is rated Medium

This tool creates new data structures (surveys) and modifies their state (publish status), making it a Write operation. The severity is medium rather than low because surveys can influence customer experience and feedback collection in a CRM context, and medium rather than high/critical because survey creation alone doesn't delete data, execute code, move money, or directly compromise system integrity.

From the tool's definition Tool description states 'Create a survey with custom question blocks' and mentions ability to 'Publish it later or set status to published' — indicating it creates and modifies persistent data (survey records) that can be published to customers/portal users.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_survey 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_survey, this is the rule to start with:

create_survey Rate-limited

create_survey 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_survey": {
      "limits": [
        {
          "counter": "create_survey_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_survey call is checked against it from then on.

FAQ

Questions about create_survey

What does the create_survey tool do? +

Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access. 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_survey accept? +

create_survey accepts 9 parameters: slug, title, openAt, status, closeAt, settings, visibility, description, questionBlocks. Required: title, questionBlocks. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_survey? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_survey: 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_survey? +

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

Can I rate-limit create_survey? +

Yes. Add a rate_limit block to the create_survey 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_survey completely? +

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

create_survey 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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