List notes, optionally filtered by personId
AI agents call listNotes 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.
This tool retrieves notes data with optional filtering. It performs no mutations, deletions, or external operations. While the server provides CRM access to sensitive customer data, this specific tool is read-only and thus presents minimal risk of unintended harm. The low severity reflects that misuse would result in information disclosure rather than data loss or financial impact.
From the tool's definition Tool name is 'listNotes' with description 'List notes, optionally filtered by personId' — the verb 'list' indicates querying/retrieval with no modification or side effects.
Attacks that exploit this kind of access
List notes, optionally filtered by personId. It is categorised as a Read tool in the Follow Up Boss MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Follow Up Boss MCP Server MCP server in PolicyLayer and add a rule for listNotes: 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.
listNotes is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the listNotes 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.
Set action: deny in the PolicyLayer policy for listNotes. 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.
listNotes 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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