update_deal_stage

Move a deal to a different pipeline stage.

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

Medium RISK CLASS

Category Write

Parameters 32 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/update-deal-stage.md

WHAT IT DOES

What update_deal_stage does on FavCRM

AI agents use update_deal_stage 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
`stage`	string	Yes	New stage
`dealId`	string	Yes	The deal ID
`probability`	string	—	Optional win probability (percent string)

Parameters from the server's own tool schema.

RISK

Why update_deal_stage is rated Medium

This tool modifies existing deal records by changing their pipeline stage, which is a core CRM workflow operation. It is reversible (a deal can be moved back to a previous stage), so it falls under Write rather than Destructive.

From the tool's definition Tool name is 'update_deal_stage' and description states 'Move a deal to a different pipeline stage.' This modifies deal metadata (stage/pipeline position) within the CRM, which is a reversible state change.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

update_deal_stage Rate-limited

update_deal_stage 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": {
    "update_deal_stage": {
      "limits": [
        {
          "counter": "update_deal_stage_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 update_deal_stage call is checked against it from then on.

FAQ

Questions about update_deal_stage

What does the update_deal_stage tool do? +

Move a deal to a different pipeline stage. 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 update_deal_stage accept? +

update_deal_stage accepts 3 parameters: stage, dealId, probability. Required: stage, dealId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on update_deal_stage? +

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

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

Can I rate-limit update_deal_stage? +

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

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

update_deal_stage 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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