Medium Risk

clio_create_flat_fee_activity

clio_create_flat_fee_activity

How to control clio_create_flat_fee_activity ↓

What clio_create_flat_fee_activity does on Clio

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

Medium Risk

Why clio_create_flat_fee_activity needs a policy

This tool creates a new flat fee activity record in Clio, which modifies the system state by adding billable activity data. This is reversible (can be deleted via 'clio_delete_' operations on sibling tools), making it Write rather than Destructive. High severity because misuse could create incorrect billing records affecting client invoicing in a legal practice.

From the tool's definition Tool name prefix 'clio_create_' indicates creation of data. Sibling tools include 'clio_create_company_contact', 'clio_create_matter', 'clio_create_person_contact', all of which are Write operations in a legal practice management system.

Documented attack patterns abuse exactly the kind of access clio_create_flat_fee_activity gives an agent:

How to control clio_create_flat_fee_activity

PolicyLayer is an MCP gateway — it sits between your AI agents and Clio, and nothing reaches the server without passing your rules. This is the rule we recommend for clio_create_flat_fee_activity:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "clio_create_flat_fee_activity": {
      "limits": [
        {
          "counter": "clio_create_flat_fee_activity_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

clio_create_flat_fee_activity 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.

  1. Create a free account and register Clio — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
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Related tools and policies

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Questions about clio_create_flat_fee_activity

What does the clio_create_flat_fee_activity tool do? +

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

How do I enforce a policy on clio_create_flat_fee_activity? +

Register the Clio MCP server in PolicyLayer and add a rule for clio_create_flat_fee_activity: 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 Clio. Nothing to install.

What risk level is clio_create_flat_fee_activity? +

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

Can I rate-limit clio_create_flat_fee_activity? +

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

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

clio_create_flat_fee_activity is provided by the Clio MCP server (lawyered0/clio-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Clio tool call.

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