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

WHAT IT DOES

What updateNote does on Follow Up Boss MCP Server

AI agents use updateNote 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 updateNote needs a policy

This tool modifies data reversibly—notes can be edited, re-edited, or reverted. It does not delete (Destructive), execute code (Execute), create financial transactions (Financial), or merely read data (Read). Update operations are classified as Write.

From the tool's definition Tool name is 'updateNote' with description 'Update a note'. The verb 'update' indicates modification of existing data in a reversible manner. The Follow Up Boss CRM context confirms this operates on CRM records (notes attached to contacts/deals).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

updateNote Rate-limited

updateNote 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": {
    "updateNote": {
      "limits": [
        {
          "counter": "updatenote_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 updateNote

What does the updateNote tool do? +

Update a note. 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 updateNote? +

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

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

Can I rate-limit updateNote? +

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

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

updateNote 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.