createPersonAttachment

Attach an externally-hosted file to a person.

Server Follow Up Boss MCP Server nerdsnipe-inc/follow-up-boss-mcp
Category Write
Risk class Medium
Parameters 00 required

What createPersonAttachment does on Follow Up Boss MCP Server

AI agents use createPersonAttachment 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 createPersonAttachment needs a policy

This tool performs a create operation that adds data to a person record (an attachment link), modifying the person's profile reversibly. It does not delete, execute code, move money, or irreversibly destroy data. While it writes metadata about external files, the core action is a non-destructive CRM data modification.

From the tool's definition Tool description states 'Attach an externally-hosted file to a person', which creates a new attachment record/association in the CRM system.

Questions about createPersonAttachment

What does the createPersonAttachment tool do? +

Attach an externally-hosted file to 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 createPersonAttachment? +

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

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

Can I rate-limit createPersonAttachment? +

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

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

createPersonAttachment 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.

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