updateDealAttachment

Update a deal attachment

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

What updateDealAttachment does on Follow Up Boss MCP Server

AI agents use updateDealAttachment 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 updateDealAttachment needs a policy

This tool modifies existing deal attachment records reversibly—changes can be undone by updating again or reverting to previous versions. It does not delete data (which would be Destructive), execute arbitrary code (Execute), or move money (Financial).

From the tool's definition Tool name is 'updateDealAttachment' and description states 'Update a deal attachment', indicating modification of existing data in the CRM system.

Questions about updateDealAttachment

What does the updateDealAttachment tool do? +

Update a deal attachment. 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 updateDealAttachment? +

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

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

Can I rate-limit updateDealAttachment? +

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

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

updateDealAttachment 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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