createRelationship

Create a relationship contact (Spouse, Brother, Partner, etc.) for an existing person. The relationship is its own contact record linked to personId.

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

What createRelationship does on Follow Up Boss MCP Server

AI agents use createRelationship 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 createRelationship needs a policy

This tool creates new contact records in the CRM system, which is a Write operation (reversible data modification). While it adds data rather than deletes it, the blast radius is medium because: (1) it modifies the CRM's contact graph in ways that could confuse business logic or reporting, (2) an AI agent could spam relationship records, and (3) incorrect relationships could propagate through automations and…

From the tool's definition Tool creates a new relationship contact record linked to an existing person. The description explicitly states 'Create a relationship contact' and 'The relationship is its own contact record linked to personId', indicating data creation.

Questions about createRelationship

What does the createRelationship tool do? +

Create a relationship contact (Spouse, Brother, Partner, etc.) for an existing person. The relationship is its own contact record linked to personId. 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 createRelationship? +

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

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

Can I rate-limit createRelationship? +

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

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

createRelationship 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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