createDealAttachment · Follow Up Boss MCP Server MCP

WHAT IT DOES

What createDealAttachment does on Follow Up Boss MCP Server

AI agents use createDealAttachment 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 createDealAttachment needs a policy

This tool creates new attachment records within a deal, which is a reversible write operation (attachments can be deleted). It modifies CRM data but does not execute arbitrary code, delete permanently, or move money.

From the tool's definition Tool name 'createDealAttachment' and description 'Attach an externally-hosted file to a deal' indicate a create/add operation that modifies deal records by attaching files.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createDealAttachment Rate-limited

createDealAttachment 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": {
    "createDealAttachment": {
      "limits": [
        {
          "counter": "createdealattachment_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 createDealAttachment

What does the createDealAttachment tool do? +

Attach an externally-hosted file to a deal. 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 createDealAttachment? +

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

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

Can I rate-limit createDealAttachment? +

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

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

createDealAttachment 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.