Check if a person already exists by email or phone
AI agents call checkDuplicate to retrieve information from Follow Up Boss MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries the CRM database to determine whether a duplicate person record exists based on email or phone number. It retrieves information without side effects, making it a Read operation. The severity is low because the data returned is confirmatory only and poses minimal risk even if misused—an agent learning whether a contact exists does not cause harm.
From the tool's definition Tool name 'checkDuplicate' with description 'Check if a person already exists by email or phone' performs a query operation to retrieve existence status of a contact. No modifications, deletions, or external operations are triggered.
Attacks that exploit this kind of access
Check if a person already exists by email or phone. It is categorised as a Read tool in the Follow Up Boss MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Follow Up Boss MCP Server MCP server in PolicyLayer and add a rule for checkDuplicate: 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.
checkDuplicate is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the checkDuplicate 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.
Set action: deny in the PolicyLayer policy for checkDuplicate. 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.
checkDuplicate 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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