set_primary_contact

Set a contact as the primary contact for its CRM account and demote other contacts on that account.

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

Medium RISK CLASS

Category Write

Parameters 11 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/set-primary-contact.md

WHAT IT DOES

What set_primary_contact does on FavCRM

AI agents use set_primary_contact 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
`contactId`	string	Yes	The contact ID to make primary

Parameters from the server's own tool schema.

RISK

Why set_primary_contact is rated Medium

This tool modifies data (contact primary status and demotion flags) but the changes are reversible — primary contact designations can be changed back, and demotions can be undone. No data is deleted, financial transactions occur, or destructive operations are performed.

From the tool's definition Tool description states it will 'Set a contact as the primary contact' and 'demote other contacts' — these are reversible modifications to contact metadata/roles within a CRM account.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

set_primary_contact Rate-limited

set_primary_contact 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": {
    "set_primary_contact": {
      "limits": [
        {
          "counter": "set_primary_contact_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 set_primary_contact call is checked against it from then on.

FAQ

Questions about set_primary_contact

What does the set_primary_contact tool do? +

Set a contact as the primary contact for its CRM account and demote other contacts on that account. 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 set_primary_contact accept? +

set_primary_contact accepts 1 parameter: contactId. Required: contactId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on set_primary_contact? +

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

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

Can I rate-limit set_primary_contact? +

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

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

set_primary_contact 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.

KEEP EXPLORING

More on FavCRM, and thousands of servers like it.

This server

All 220 FavCRM tools →

Across the catalogue

set-prioity on Kanban MCP Server →team_manager_set_sources on Team Manager MCP →qt_set_property on Qt → The MCP Attack Database →

Guides

Govern customer-ops agents →Argument validation →Scoped token →