mark_deal_lost
Mark a CRM deal as lost. Requires a lost reason.
This record as markdown: /tools/io-favcrm-favcrm/mark-deal-lost.md
What mark_deal_lost does on FavCRM
AI agents use mark_deal_lost 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 |
|---|---|---|---|
dealId | string | Yes | The deal ID |
reason | string | Yes | Why the deal was lost |
Parameters from the server's own tool schema.
Why mark_deal_lost is rated Medium
An AI agent can call mark_deal_lost faster than any human can review: one bad instruction and it creates or modifies resources in FavCRM by the hundred, each call as confident as the last.
Attacks that exploit this kind of access
The rule that runs mark_deal_lost 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 mark_deal_lost, this is the rule to start with:
mark_deal_lost 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.
The button opens the PolicyLayer dashboard: create your workspace, connect FavCRM, apply this rule, and every mark_deal_lost call is checked against it from then on.
Questions about mark_deal_lost
Mark a CRM deal as lost. Requires a lost reason. 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.
mark_deal_lost accepts 2 parameters: dealId, reason. Required: dealId, reason. 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 mark_deal_lost: 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.
mark_deal_lost is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the mark_deal_lost 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 mark_deal_lost. 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.
mark_deal_lost 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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