listDeals

List deals with filtering

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

What listDeals does on Follow Up Boss MCP Server

AI agents call listDeals to retrieve information from Follow Up Boss MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why listDeals needs a policy

This tool queries and retrieves deal records from the Follow Up Boss CRM with optional filtering parameters. It has no side effects—it does not create, modify, delete, or execute operations. The blast radius of misuse is minimal, as an AI agent cannot cause harm by reading existing deals.

From the tool's definition Tool name 'listDeals' and description 'List deals with filtering' indicate data retrieval without modification. The verb 'list' is a standard read operation.

Questions about listDeals

What does the listDeals tool do? +

List deals with filtering. It is categorised as a Read tool in the Follow Up Boss MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on listDeals? +

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

listDeals is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit listDeals? +

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

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

listDeals 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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