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

WHAT IT DOES

What createStage does on Follow Up Boss MCP Server

AI agents use createStage 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 createStage needs a policy

This tool creates new pipeline stage records in the Follow Up Boss CRM system. While creating stages modifies system configuration that affects workflow, the action is reversible (stages can be deleted or modified). It does not permanently destroy data, execute arbitrary code, or move money.

From the tool's definition Tool name 'createStage' and description 'Create a pipeline stage' indicate data creation. The server description confirms 'CRUD operations' are supported. Creating a pipeline stage is a reversible modification to CRM configuration.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createStage Rate-limited

createStage 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": {
    "createStage": {
      "limits": [
        {
          "counter": "createstage_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 createStage

What does the createStage tool do? +

Create a pipeline stage. 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 createStage? +

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

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

Can I rate-limit createStage? +

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

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

createStage 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.