add_note_to_deal · Mcp Pipedrive MCP: Risk & Policy

WHAT IT DOES

What add_note_to_deal does on Mcp Pipedrive

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

WHY IT NEEDS A POLICY

Why add_note_to_deal needs a policy

This tool creates or modifies data by attaching a note to a deal record, which is a reversible write operation. It does not delete data (not Destructive), execute arbitrary code (not Execute), or move money (not Financial). The data persists with backup capability, confirming it is a Write action.

From the tool's definition Attach a note to a deal. Notes API. Auto-backed up.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_note_to_deal Rate-limited

add_note_to_deal 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": {
    "add_note_to_deal": {
      "limits": [
        {
          "counter": "add_note_to_deal_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

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

FAQ

Questions about add_note_to_deal

What does the add_note_to_deal tool do? +

Attach a note (descrição rica, aceita HTML) to a deal. Notes API is v1. Auto-backed up. It is categorised as a Write tool in the Mcp Pipedrive MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on add_note_to_deal? +

Register the Mcp Pipedrive MCP server in PolicyLayer and add a rule for add_note_to_deal: 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 Mcp Pipedrive. Nothing to install.

What risk level is add_note_to_deal? +

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

Can I rate-limit add_note_to_deal? +

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

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

add_note_to_deal is provided by the Mcp Pipedrive MCP server (leonardoceron-yvy/yvy-mcp-pipedrive). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.