Low Risk

search_records

Search across multiple object types

How to control search_records ↓

What search_records does on Twenty CRM MCP Server

AI agents call search_records to retrieve information from Twenty CRM MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Low Risk

Why search_records needs a policy

This is a read-only search/query function. It retrieves data without creating, modifying, or deleting anything. While it operates on customer data in a CRM context, the blast radius of misuse is low—an agent could over-query or exfiltrate information, but cannot damage or alter records. Classified as Read with low severity.

From the tool's definition Tool is named 'search_records' with description 'Search across multiple object types'. Search operations are query-based retrievals without side effects per the CRUD taxonomy.

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

How to control search_records

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

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "search_records": {}
  }
}

search_records is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Twenty CRM MCP Server — 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 search_records

What does the search_records tool do? +

Search across multiple object types. It is categorised as a Read tool in the Twenty CRM MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on search_records? +

Register the Twenty CRM MCP Server MCP server in PolicyLayer and add a rule for search_records: 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 Twenty CRM MCP Server. Nothing to install.

What risk level is search_records? +

search_records is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit search_records? +

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

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

search_records is provided by the Twenty CRM MCP Server MCP server (mhenry3164/twenty-crm-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Twenty CRM MCP Server tool call.

Start from Twenty CRM MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

23 Twenty CRM MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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