# search_crm

Search across CRM accounts and contacts by name, email, or phone.

Agent View of the PolicyLayer registry record for `search_crm`. HTML page: https://policylayer.com/tools/io-favcrm-favcrm/search-crm

## Facts

- Tool: `search_crm`
- Server: FavCRM (`https://api.favcrm.io/mcp`) — https://policylayer.com/tools/io-favcrm-favcrm.md
- Homepage: https://github.com/favcrm/mcp
- Risk category: Read (Low risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server CORS policy: *
- Server rate-limited: no
- Parameters: 2 (1 required)
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `limit` | number | no | Max per entity (default 10) |
| `query` | string | yes | Search string |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_crm",
    "arguments": {
      "query": "<query>"
    }
  }
}
```

## Why search_crm is rated Low

This is a search/query operation that retrieves data from the CRM without altering it. It falls clearly into the Read category. Severity is medium rather than low because CRM systems typically contain sensitive customer contact information (names, emails, phone numbers), and unrestricted search access could enable reconnaissance, social engineering, or privacy violations.

From the tool's own definition: "Tool description states it 'Search[es] across CRM accounts and contacts by name, email, or phone' — a retrieval operation with no modification or side effects."

## Use case

AI agents call search_crm 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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches FavCRM:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "search_crm": {}
  }
}
```

## Other tools on FavCRM (219)

- `cancel_booking` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/cancel-booking.md
- `delete_account` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-account.md
- `delete_campaign` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-campaign.md
- `delete_category` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-category.md
- `delete_contact` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-contact.md
- `delete_custom_field` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-custom-field.md
- `delete_deal` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-deal.md
- `delete_invoice` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-invoice.md
- `delete_knowledge_document` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-knowledge-document.md
- `delete_post` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-post.md
- `delete_post_type` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-post-type.md
- `delete_post_type_field` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-post-type-field.md
- `delete_promotion` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-promotion.md
- `delete_segment` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-segment.md
- `delete_service_package` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-service-package.md
- `delete_tag` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-tag.md
- `delete_task` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/delete-task.md
- `remove_post_block` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/remove-post-block.md
- `void_invoice` — Destructive — https://policylayer.com/tools/io-favcrm-favcrm/void-invoice.md
- `execute_tool` — Execute — https://policylayer.com/tools/io-favcrm-favcrm/execute-tool.md
- `switch_company` — Execute — https://policylayer.com/tools/io-favcrm-favcrm/switch-company.md
- `cancel_subscription` — Financial — https://policylayer.com/tools/io-favcrm-favcrm/cancel-subscription.md
- `create_plan_upgrade_link` — Financial — https://policylayer.com/tools/io-favcrm-favcrm/create-plan-upgrade-link.md
- `create_subscription` — Financial — https://policylayer.com/tools/io-favcrm-favcrm/create-subscription.md
- `enrol_membership` — Financial — https://policylayer.com/tools/io-favcrm-favcrm/enrol-membership.md
- `record_invoice_payment` — Financial — https://policylayer.com/tools/io-favcrm-favcrm/record-invoice-payment.md
- `check_plan_operation` — Read — https://policylayer.com/tools/io-favcrm-favcrm/check-plan-operation.md
- `get_attachment_text` — Read — https://policylayer.com/tools/io-favcrm-favcrm/get-attachment-text.md
- `get_audit_log` — Read — https://policylayer.com/tools/io-favcrm-favcrm/get-audit-log.md
- `get_available_slots` — Read — https://policylayer.com/tools/io-favcrm-favcrm/get-available-slots.md
- …and 189 more: https://policylayer.com/tools/io-favcrm-favcrm.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

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Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=io-favcrm-favcrm · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/io-favcrm-favcrm