set_segment_members

Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.

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

Medium RISK CLASS

Category Write

Parameters 22 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-segment-members.md

WHAT IT DOES

What set_segment_members does on FavCRM

AI agents use set_segment_members 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
`segmentId`	string	Yes	The segment ID
`accountIds`	array	Yes	CRM account IDs to set as segment members

Parameters from the server's own tool schema.

RISK

Why set_segment_members is rated Medium

This tool modifies customer segment membership by replacing members, which is a reversible write operation on CRM data. While it affects customer targeting/grouping which could have broad downstream effects (high severity), it does not delete data irreversibly or execute external code.

From the tool's definition Tool replaces/modifies segment members with given account IDs. Description uses 'Replace', indicating data modification. Segment conversion to STATIC is a reversible state change.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

set_segment_members Rate-limited

set_segment_members 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_segment_members": {
      "limits": [
        {
          "counter": "set_segment_members_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_segment_members call is checked against it from then on.

FAQ

Questions about set_segment_members

What does the set_segment_members tool do? +

Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC. 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_segment_members accept? +

set_segment_members accepts 2 parameters: segmentId, accountIds. Required: segmentId, accountIds. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on set_segment_members? +

Register the FavCRM MCP server in PolicyLayer and add a rule for set_segment_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.

What risk level is set_segment_members? +

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

Can I rate-limit set_segment_members? +

Yes. Add a rate_limit block to the set_segment_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.

How do I block set_segment_members completely? +

Set action: deny in the PolicyLayer policy for set_segment_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.

What MCP server provides set_segment_members? +

set_segment_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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