merge_or_create_contact

Look up a contact by email (or unique_id). If one exists, update it with the supplied fields. If none exists, create a new contact. This is the safest tool for agent use cases where you don

Server Ontraport MCP Server landonray/mcp-server
Category Write
Risk class Medium
Parameters 00 required

What merge_or_create_contact does on Ontraport MCP Server

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

Why merge_or_create_contact needs a policy

This tool is Write rather than Read because it modifies or creates contact records. It is not Destructive because updates and creates are reversible (can be corrected or deleted later). Severity is medium because misuse could corrupt or spam contact data in a CRM system, affecting business operations and data integrity, but the impact is limited to contact records and reversible.

From the tool's definition The tool performs either 'update it with the supplied fields' (modifies data) or 'create a new contact' (creates data), both reversible operations typical of Write category. The description explicitly states it updates existing contacts or creates new ones.

Questions about merge_or_create_contact

What does the merge_or_create_contact tool do? +

Look up a contact by email (or unique_id). If one exists, update it with the supplied fields. If none exists, create a new contact. This is the safest tool for agent use cases where you don. It is categorised as a Write tool in the Ontraport 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 merge_or_create_contact? +

Register the Ontraport MCP Server MCP server in PolicyLayer and add a rule for merge_or_create_contact: 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.

What risk level is merge_or_create_contact? +

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

Can I rate-limit merge_or_create_contact? +

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

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

merge_or_create_contact 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.

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