# update_account

Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

Agent View of the PolicyLayer registry record for `update_account`. HTML page: https://policylayer.com/tools/io-favcrm-favcrm/update-account

## Facts

- Tool: `update_account`
- Server: FavCRM (`https://api.favcrm.io/mcp`) — https://policylayer.com/tools/io-favcrm-favcrm.md
- Homepage: https://github.com/favcrm/mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server CORS policy: *
- Server rate-limited: no
- Parameters: 12 (1 required)
- Recommended policy verdict: Rate-limited

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `name` | string | no | Account/customer display name |
| `type` | string | no | Account type |
| `email` | string | no | Email address |
| `notes` | string | no | Internal notes |
| `phone` | string | no | Phone number |
| `gender` | string | no | Gender |
| `source` | string | no | Acquisition source |
| `lastName` | object | no | Last name for individual accounts |
| `accountId` | string | yes | The account ID to update |
| `firstName` | object | no | First name for individual accounts |
| `lifeStage` | string | no | CRM life stage |
| `assignedTo` | object | no | Assigned team member user ID, or null to clear |

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": "update_account",
    "arguments": {
      "accountId": "<accountId>"
    }
  }
}
```

## Why update_account is rated Medium

This tool creates or modifies customer data reversibly without deleting information or executing external operations. While it handles sensitive customer information (name, phone, email), the modifications are not financial transactions, destructive deletions, or code execution.

From the tool's own definition: "Tool performs data modification: 'Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.' These are reversible changes to customer records."

Risk signals: High parameter count (15 properties)

## Use case

AI agents use update_account 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.

## Recommended policy (PolicyLayer)

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

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "update_account": {
      "limits": [
        {
          "counter": "update_account_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## 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