process_transaction · Ontraport MCP Server MCP

WHAT IT DOES

What process_transaction does on Ontraport MCP Server

AI agents use process_transaction to commit financial operations through Ontraport MCP Server — usually the final step of a payment, billing, or trading workflow. A call moves real money.

WHY IT NEEDS A POLICY

Why process_transaction needs a policy

This tool explicitly charges a contact, meaning it moves money or commits a financial obligation. This is a Financial category action with critical severity, as misuse could result in unauthorized charges to real payment methods stored in the CRM.

From the tool's definition 'process_transaction' and description 'Charge a contact' — directly initiates a financial charge against a contact

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

process_transaction Approval-gated

Any call to process_transaction is blocked until a human approves it. The rest of the server keeps working.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "process_transaction": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

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Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Ontraport MCP Server, so you can run agents against it safely.

FAQ

Questions about process_transaction

What does the process_transaction tool do? +

Charge a contact. It is categorised as a Financial tool in the Ontraport MCP Server MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on process_transaction? +

Register the Ontraport MCP Server MCP server in PolicyLayer and add a rule for process_transaction: 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 process_transaction? +

process_transaction is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit process_transaction? +

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

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

process_transaction 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.