leads_create_note

A write tool on the ServiceTitan MCP server.

SERVERServiceTitan MCP Server SOURCEjordandalton/servicetitanmcpserver

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/jordandalton-servicetitanmcpserver/leads-create-note.md

WHAT IT DOES

What leads_create_note does on ServiceTitan MCP Server

AI agents use leads_create_note to create or update resources in ServiceTitan MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your ServiceTitan MCP Server environment.

RISK

Why leads_create_note is rated Medium

This tool creates new data (a note) within the ServiceTitan system, which is reversible through update or deletion operations. It modifies state by adding a record but does not irreversibly destroy data, execute arbitrary code, or involve financial transactions. The empty description prevents higher confidence, but the verb 'create' in the name is unambiguous.

From the tool's definition Tool name 'leads_create_note' indicates creation of a new note record associated with a lead; the prefix 'create' explicitly indicates a write/create operation.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs leads_create_note safely

PolicyLayer is an MCP gateway: it sits between your AI agents and ServiceTitan MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For leads_create_note, this is the rule to start with:

leads_create_note Rate-limited

leads_create_note 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": {
    "leads_create_note": {
      "limits": [
        {
          "counter": "leads_create_note_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 ServiceTitan MCP Server, apply this rule, and every leads_create_note call is checked against it from then on.

FAQ

Questions about leads_create_note

What does the leads_create_note tool do? +

leads_create_note is a write tool on the ServiceTitan MCP Server MCP server. It is categorised as a Write tool in the ServiceTitan MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on leads_create_note? +

Register the ServiceTitan MCP Server MCP server in PolicyLayer and add a rule for leads_create_note: 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 ServiceTitan MCP Server. Nothing to install.

What risk level is leads_create_note? +

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

Can I rate-limit leads_create_note? +

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

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

leads_create_note is provided by the ServiceTitan MCP Server MCP server (jordandalton/servicetitanmcpserver). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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