search_members
Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members.
This record as markdown: /tools/io-favcrm-favcrm/search-members.md
What search_members does on FavCRM
AI agents call search_members 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 |
|---|---|---|---|
sort | string | — | Sort column: name, email, or createdAt |
limit | number | — | Max results (default 20) |
order | string | — | Sort order |
search | string | — | Name, email, or phone to search |
source | string | — | Filter by account source |
tagIds | array | — | Filter by tag IDs |
tierId | string | — | Filter by membership tier ID |
lifeStage | string | — | Filter by life stage |
hasBooking | boolean | — | Filter to members with/without any booking |
createdAfter | string | — | ISO date — accounts created after this date |
inactiveDays | number | — | Members with no activity in the last N days |
createdBefore | string | — | ISO date — accounts created before this date |
Parameters from the server's own tool schema.
Why search_members is rated Low
This tool retrieves and queries customer/member data without side effects. It supports filtering and searching across various attributes but performs no writes, deletes, or external operations. Typical Read category tool. Low severity due to limited blast radius — misuse would only expose existing data already in the CRM system.
From the tool's definition Tool description explicitly states 'Search and filter members/accounts' with capabilities limited to retrieval: 'text search, date ranges, booking/activity history, membership tier, tags'. No modification, deletion, or execution capabilities mentioned.
Risk signalsHigh parameter count (18 properties)
Attacks that exploit this kind of access
The rule that runs search_members 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 search_members, this is the rule to start with:
search_members 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 search_members call is checked against it from then on.
Questions about search_members
Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members. It is categorised as a Read tool in the FavCRM MCP Server, which means it retrieves data without modifying state.
search_members accepts 12 parameters: sort, limit, order, search, source, tagIds, tierId, lifeStage, hasBooking, createdAfter, inactiveDays, createdBefore. 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 search_members: 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.
search_members 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 search_members 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 search_members. 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.
search_members 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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