move_deal_to_stage · Mcp Pipedrive MCP: Risk & Policy

WHAT IT DOES

What move_deal_to_stage does on Mcp Pipedrive

AI agents use move_deal_to_stage 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 move_deal_to_stage needs a policy

Moving a deal to a different stage modifies deal state reversibly—the action can be undone by moving it back. This is a Write operation (creates or modifies data reversibly), not Destructive (no irreversible deletion).

From the tool's definition Tool description states 'Move a deal to a specific stage' and notes 'Auto-backed up', indicating a reversible modification of deal data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

move_deal_to_stage Rate-limited

move_deal_to_stage 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": {
    "move_deal_to_stage": {
      "limits": [
        {
          "counter": "move_deal_to_stage_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 move_deal_to_stage

What does the move_deal_to_stage tool do? +

Move a deal to a specific stage. Use list_stages to find stage_id. 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 move_deal_to_stage? +

Register the Mcp Pipedrive MCP server in PolicyLayer and add a rule for move_deal_to_stage: 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 move_deal_to_stage? +

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

Can I rate-limit move_deal_to_stage? +

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

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

move_deal_to_stage 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.