add_project_note · ConnectWise Live MCP Server MCP

WHAT IT DOES

What add_project_note does on ConnectWise Live MCP Server

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

WHY IT NEEDS A POLICY

Why add_project_note needs a policy

This operation creates new data (a project note) in a reversible manner. Notes can typically be edited or deleted later, making this a Write action rather than Destructive. The blast radius is minimal as notes are informational metadata without side effects on core project operations, financial data, or system state. Low severity reflects the non-critical nature of adding supplementary documentation to a project.

From the tool's definition Tool name 'add_project_note' and description 'Add a note to a project' indicate creation of new data (a note) within an existing project record.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_project_note Rate-limited

add_project_note 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_project_note": {
      "limits": [
        {
          "counter": "add_project_note_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 ConnectWise Live MCP Server, so you can run agents against it safely.

FAQ

Questions about add_project_note

What does the add_project_note tool do? +

Add a note to a project. It is categorised as a Write tool in the ConnectWise Live MCP Server 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_project_note? +

Register the ConnectWise Live MCP Server MCP server in PolicyLayer and add a rule for add_project_note: 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 ConnectWise Live MCP Server. Nothing to install.

What risk level is add_project_note? +

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

Can I rate-limit add_project_note? +

Yes. Add a rate_limit block to the add_project_note 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_project_note completely? +

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

add_project_note is provided by the ConnectWise Live MCP Server MCP server (mfrostbutter/connectwise-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.