Retrieve notes, optionally filtered by contact ID or other criteria.
AI agents call get_notes to retrieve information from Ontraport MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves or queries notes from the Ontraport CRM system with no side effects—it does not create, modify, delete, or execute operations. It is a straightforward data retrieval function, placing it firmly in the Read category with low severity since unauthorized access to notes, while a privacy concern, does not enable direct financial harm, data destruction, or code execution.
From the tool's definition Tool name 'get_notes' and description 'Retrieve notes' indicates a read-only operation. The phrase 'optionally filtered by contact ID or other criteria' confirms it queries existing data without modification.
Attacks that exploit this kind of access
Retrieve notes, optionally filtered by contact ID or other criteria. It is categorised as a Read tool in the Ontraport MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Ontraport MCP Server MCP server in PolicyLayer and add a rule for get_notes: 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 Ontraport MCP Server. Nothing to install.
get_notes is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_notes 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.
Set action: deny in the PolicyLayer policy for get_notes. 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.
get_notes is provided by the Ontraport MCP Server MCP server (landonray/mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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