This record as markdown: /tools/io-favcrm-favcrm/get-deal.md
What get_deal does on FavCRM
AI agents call get_deal to retrieve information from FavCRM without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
dealId | string | Yes | The deal ID |
Parameters from the server's own tool schema.
Why get_deal is rated Low
This tool retrieves deal information from the CRM database without creating, modifying, deleting, or executing any actions. It is a straightforward read operation that queries existing data by identifier. The blast radius of misuse is minimal—an agent could retrieve deal data it shouldn't access, but cannot modify, delete, or trigger external effects.
From the tool's definition Tool name 'get_deal' and description 'Get detailed CRM deal information by ID' both indicate a retrieval operation with no modification or execution of external actions.
Attacks that exploit this kind of access
The rule that runs get_deal 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 get_deal, this is the rule to start with:
get_deal is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect FavCRM, apply this rule, and every get_deal call is checked against it from then on.
Questions about get_deal
Get detailed CRM deal information by ID. It is categorised as a Read tool in the FavCRM MCP Server, which means it retrieves data without modifying state.
get_deal accepts 1 parameter: dealId. Required: dealId. The full parameter table on this page comes from the server's own tool schema.
Register the FavCRM MCP server in PolicyLayer and add a rule for get_deal: 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.
get_deal is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_deal 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.
Set action: deny in the PolicyLayer policy for get_deal. 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.
get_deal 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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