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

WHAT IT DOES

What createTask does on Follow Up Boss MCP Server

AI agents use createTask 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 createTask needs a policy

This tool creates (writes) new task records in the Follow Up Boss CRM system. Task creation is reversible—tasks can be modified or deleted later—so it falls under Write rather than Destructive. Severity is high because a compromised AI agent could create numerous spurious tasks, cluttering workflows and potentially triggering automated downstream actions or notifications in the CRM.

From the tool's definition Tool name is 'createTask' and description states 'Create a task'. The server description indicates it enables 'CRUD operations' including creation on CRM entities like 'appointments, and more'.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

createTask Rate-limited

createTask 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": {
    "createTask": {
      "limits": [
        {
          "counter": "createtask_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 createTask

What does the createTask tool do? +

Create a task. 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 createTask? +

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

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

Can I rate-limit createTask? +

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

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

createTask 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.