create_survey_invitation

Create a token-auth survey invitation for a specific member/account or contact.

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

Medium RISK CLASS

Category Write

Parameters 91 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-invitation.md

WHAT IT DOES

What create_survey_invitation does on FavCRM

AI agents use create_survey_invitation 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
`channel`	string	—	Intended channel, e.g. email, sms, whatsapp, link
`metadata`	object	—	Optional invitation metadata
`surveyId`	string	Yes	Survey ID
`accountId`	string	—	CRM account ID to invite
`contactId`	string	—	Contact ID to invite
`expiresAt`	string	—	Optional invitation expiry ISO datetime
`recipientName`	string	—	Recipient display name for link tracking
`recipientEmail`	string	—	Recipient email for link tracking
`recipientPhone`	string	—	Recipient phone for link tracking

Parameters from the server's own tool schema.

RISK

Why create_survey_invitation is rated Medium

This tool creates a new survey invitation, which is a reversible write operation. It generates authentication tokens and invitation records for survey distribution but does not execute arbitrary code, delete data, move funds, or cause irreversible changes. The blast radius is low since survey invitations are typically low-stakes customer engagement artifacts that can be easily replaced or revoked.

From the tool's definition Tool description states 'Create a token-auth survey invitation' — the verb 'Create' and the action of generating a new survey invitation record indicate data creation.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_survey_invitation 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_invitation, this is the rule to start with:

create_survey_invitation Rate-limited

create_survey_invitation 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_invitation": {
      "limits": [
        {
          "counter": "create_survey_invitation_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_invitation call is checked against it from then on.

FAQ

Questions about create_survey_invitation

What does the create_survey_invitation tool do? +

Create a token-auth survey invitation for a specific member/account or contact. 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_invitation accept? +

create_survey_invitation accepts 9 parameters: channel, metadata, surveyId, accountId, contactId, expiresAt, recipientName, recipientEmail, recipientPhone. Required: surveyId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_survey_invitation? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_survey_invitation: 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_invitation? +

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

Can I rate-limit create_survey_invitation? +

Yes. Add a rate_limit block to the create_survey_invitation 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_invitation completely? +

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

create_survey_invitation 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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