present_intake_form · Copilot MCP: Risk & Policy

WHAT IT DOES

What present_intake_form does on CopilotMCP

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

WHY IT NEEDS A POLICY

Why present_intake_form needs a policy

This tool most likely creates or modifies customer records by capturing intake form responses. While 'present' could be read as merely displaying a form, in the context of a customer onboarding/go-live workflow server, presenting an intake form typically involves collecting and storing customer information, making it a Write operation.

From the tool's definition Tool description states 'Present the intake form to the customer' which implies creating or recording customer intake data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

present_intake_form Rate-limited

present_intake_form 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": {
    "present_intake_form": {
      "limits": [
        {
          "counter": "present_intake_form_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 CopilotMCP, so you can run agents against it safely.

FAQ

Questions about present_intake_form

What does the present_intake_form tool do? +

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

How do I enforce a policy on present_intake_form? +

Register the Copilot MCP server in PolicyLayer and add a rule for present_intake_form: 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 CopilotMCP. Nothing to install.

What risk level is present_intake_form? +

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

Can I rate-limit present_intake_form? +

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

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

present_intake_form is provided by the Copilot MCP server (mehrshadshams/copilotmcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.