mark_deal_won

Mark a CRM deal as won and set close date.

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

Medium RISK CLASS

Category Write

Parameters 21 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/mark-deal-won.md

WHAT IT DOES

What mark_deal_won does on FavCRM

AI agents use mark_deal_won 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
`closingDate`	string	—	Optional close date (YYYY-MM-DD)

Parameters from the server's own tool schema.

RISK

Why mark_deal_won is rated Medium

An AI agent can call mark_deal_won 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

RECOMMENDED RULE

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

mark_deal_won Rate-limited

mark_deal_won 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": {
    "mark_deal_won": {
      "limits": [
        {
          "counter": "mark_deal_won_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 mark_deal_won call is checked against it from then on.

FAQ

Questions about mark_deal_won

What does the mark_deal_won tool do? +

Mark a CRM deal as won and set close date. 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 mark_deal_won accept? +

mark_deal_won accepts 2 parameters: dealId, closingDate. Required: dealId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on mark_deal_won? +

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

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

Can I rate-limit mark_deal_won? +

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

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

mark_deal_won 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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