find_or_create_workroom_thread

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

Medium RISK CLASS

Category Write

Parameters 31 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/find-or-create-workroom-thread.md

WHAT IT DOES

What find_or_create_workroom_thread does on FavCRM

AI agents use find_or_create_workroom_thread 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
`title`	string	—	Optional title if a new thread is created
`userId`	string	—	Merchant user ID to notify. Defaults to the current MCP user when omitted.
`agentId`	string	Yes	AI colleague ID for the Workroom DM

Parameters from the server's own tool schema.

RISK

Why find_or_create_workroom_thread is rated Medium

The tool either retrieves an existing thread (Read) or creates a new one (Write). Since creation is a possible outcome and Write is more severe than Read, the tool is classified as Write. The blast radius is medium: misuse could flood internal channels with unwanted threads, but it does not delete data or trigger financial actions.

From the tool's definition 'Find or create a Workroom DM thread' — creates a new internal messaging thread if one does not exist

Attacks that exploit this kind of access

RECOMMENDED RULE

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

find_or_create_workroom_thread Rate-limited

find_or_create_workroom_thread 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": {
    "find_or_create_workroom_thread": {
      "limits": [
        {
          "counter": "find_or_create_workroom_thread_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 find_or_create_workroom_thread call is checked against it from then on.

FAQ

Questions about find_or_create_workroom_thread

What does the find_or_create_workroom_thread tool do? +

Find or create a Workroom DM thread between a merchant user and an AI colleague. Use this when an inbound event deserves owner attention but no threadId was provided. This only prepares an internal Workroom channel. 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 find_or_create_workroom_thread accept? +

find_or_create_workroom_thread accepts 3 parameters: title, userId, agentId. Required: agentId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on find_or_create_workroom_thread? +

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

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

Can I rate-limit find_or_create_workroom_thread? +

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

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

find_or_create_workroom_thread 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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