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

WHAT IT DOES

What mergeTemplate does on Follow Up Boss MCP Server

AI agents use mergeTemplate 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 mergeTemplate needs a policy

This tool creates or modifies data (personalized email content) in a reversible manner. It does not delete data (Destructive), execute arbitrary code (Execute), involve financial transactions (Financial), or merely retrieve data without modification (Read).

From the tool's definition Tool name 'mergeTemplate' and description 'Merge an email template with a person' indicates the tool generates or modifies content by combining template data with person-specific information.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

mergeTemplate Rate-limited

mergeTemplate 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": {
    "mergeTemplate": {
      "limits": [
        {
          "counter": "mergetemplate_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 mergeTemplate

What does the mergeTemplate tool do? +

Merge an email template with a person. 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 mergeTemplate? +

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

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

Can I rate-limit mergeTemplate? +

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

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

mergeTemplate 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.