createDeal · Follow Up Boss MCP Server MCP: Risk & Policy

WHAT IT DOES

What createDeal does on Follow Up Boss MCP Server

AI agents use createDeal 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 createDeal needs a policy

Creating a deal in a CRM is a Write operation—it adds new data to the system. While deals are business-critical and moderate blast radius exists (incorrect deal creation could affect sales workflows), the operation is reversible (deals can be deleted or modified).

From the tool's definition Tool creates a deal with required parameters (name, stageId, peopleIds, price). Description explicitly states 'Create a deal,' which is a reversible data creation operation.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createDeal Rate-limited

createDeal 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": {
    "createDeal": {
      "limits": [
        {
          "counter": "createdeal_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 createDeal

What does the createDeal tool do? +

Create a deal. FUB expects peopleIds (array) and price (number). name + stageId required. 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 createDeal? +

Register the Follow Up Boss MCP Server MCP server in PolicyLayer and add a rule for createDeal: 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 createDeal? +

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

Can I rate-limit createDeal? +

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

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

createDeal 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.