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

WHAT IT DOES

What createGroup does on Follow Up Boss MCP Server

AI agents use createGroup 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 createGroup needs a policy

The tool creates a new group within the CRM system, which is a reversible Write operation. It does not delete data (Destructive), execute arbitrary code (Execute), move money (Financial), or involve financial obligations. The severity is medium because miscreation of groups could affect CRM organization and workflows, but the effect is limited in scope and can be reversed by deletion.

From the tool's definition Tool name 'createGroup' and description 'Create a group' indicate data creation. The server provides 'full access to Follow Up Boss CRM via natural language, enabling CRUD operations on people, deals, appointments, and more', establishing that this is a CRM…

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createGroup Rate-limited

createGroup 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": {
    "createGroup": {
      "limits": [
        {
          "counter": "creategroup_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

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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 createGroup

What does the createGroup tool do? +

Create a group. 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 createGroup? +

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

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

Can I rate-limit createGroup? +

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

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

createGroup 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.