preview_customer_import
Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply.
This record as markdown: /tools/io-favcrm-favcrm/preview-customer-import.md
What preview_customer_import does on FavCRM
AI agents call preview_customer_import 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 |
|---|---|---|---|
rows | array | Yes | |
filename | string | — | Original filename for audit |
Parameters from the server's own tool schema.
Why preview_customer_import is rated Low
The tool only previews what would happen during a bulk import, showing proposed actions without committing them. No data is created, modified, or deleted. It is a read/analysis operation with no side effects, similar to a dry-run or diff operation.
From the tool's definition 'Preview a bulk customer import' and 'shows create vs update actions plus points/stamps/credit deltas' — this is a dry-run/preview operation that does not apply changes. Explicit instruction to 'Use commit_customer_import with the returned sessionId to apply.'
Risk signalsAccepts file system path (filename) · High parameter count (23 properties)
Attacks that exploit this kind of access
The rule that runs preview_customer_import 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 preview_customer_import, this is the rule to start with:
preview_customer_import 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 preview_customer_import call is checked against it from then on.
Questions about preview_customer_import
Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply. It is categorised as a Read tool in the FavCRM MCP Server, which means it retrieves data without modifying state.
preview_customer_import accepts 2 parameters: rows, filename. Required: rows. 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 preview_customer_import: 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.
preview_customer_import 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 preview_customer_import 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 preview_customer_import. 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.
preview_customer_import 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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