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

WHAT IT DOES

What createNote does on Follow Up Boss MCP Server

AI agents use createNote 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 createNote needs a policy

This tool creates a new note in the CRM system, which is a Write operation that adds data to a person's record. The action is reversible (notes can be deleted or edited), so it does not qualify as Destructive. The blast radius is medium because notes in a CRM can influence business decisions and client interactions, but the data itself is supplementary rather than core transactional data like financial records.

From the tool's definition Tool name 'createNote' and description 'Create a note on a person' indicate a create operation that modifies CRM data reversibly.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createNote Rate-limited

createNote 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": {
    "createNote": {
      "limits": [
        {
          "counter": "createnote_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 createNote

What does the createNote tool do? +

Create a note on a person. 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 createNote? +

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

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

Can I rate-limit createNote? +

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

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

createNote 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.