addPersonToActionPlan · Follow Up Boss MCP Server MCP

WHAT IT DOES

What addPersonToActionPlan does on Follow Up Boss MCP Server

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

WHY IT NEEDS A POLICY

Why addPersonToActionPlan needs a policy

This tool creates or modifies data (associating a person with an action plan) but the operation is reversible—the person can be removed from the plan later. It does not delete data (Destructive), execute arbitrary code (Execute), transfer money (Financial), or retrieve data without side effects (Read).

From the tool's definition Tool performs 'Add a person to an action plan' - this is a create/modify operation that establishes a relationship between a person entity and an action plan within the CRM, modifying the person's state reversibly.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

addPersonToActionPlan Rate-limited

addPersonToActionPlan 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": {
    "addPersonToActionPlan": {
      "limits": [
        {
          "counter": "addpersontoactionplan_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 Follow Up Boss MCP Server, so you can run agents against it safely.

FAQ

Questions about addPersonToActionPlan

What does the addPersonToActionPlan tool do? +

Add a person to an action plan. It is categorised as a Write tool in the Follow Up Boss 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 addPersonToActionPlan? +

Register the Follow Up Boss MCP Server MCP server in PolicyLayer and add a rule for addPersonToActionPlan: 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 Follow Up Boss MCP Server. Nothing to install.

What risk level is addPersonToActionPlan? +

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

Can I rate-limit addPersonToActionPlan? +

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

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

addPersonToActionPlan is provided by the Follow Up Boss MCP Server MCP server (nerdsnipe-inc/follow-up-boss-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.