create_pro_customer · Housecallpro MCP: Risk & Policy

WHAT IT DOES

What create_pro_customer does on Housecallpro

AI agents use create_pro_customer to create or update resources in Housecallpro — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Housecallpro environment.

WHY IT NEEDS A POLICY

Why create_pro_customer needs a policy

This tool creates new customer records in a CRM system, which is reversible data modification (Write category). Severity is medium because: (1) it creates persistent customer data that could include personal information; (2) misuse could result in fake customer records cluttering the system; (3) effects are reversible (records can be deleted); (4) no financial transactions or irreversible destruction occurs.

From the tool's definition Tool name 'create_pro_customer' and description state it 'Register a new customer in the Housecall Pro CRM' and 'capture inbound caller details'. This is a create operation that adds new data records to the system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_pro_customer Rate-limited

create_pro_customer 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": {
    "create_pro_customer": {
      "limits": [
        {
          "counter": "create_pro_customer_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 Housecallpro, so you can run agents against it safely.

FAQ

Questions about create_pro_customer

What does the create_pro_customer tool do? +

Register a new customer in the Housecall Pro CRM. Used by AI receptionists to capture inbound caller details before scheduling a job. It is categorised as a Write tool in the Housecallpro MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_pro_customer? +

Register the Housecallpro MCP server in PolicyLayer and add a rule for create_pro_customer: 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 Housecallpro. Nothing to install.

What risk level is create_pro_customer? +

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

Can I rate-limit create_pro_customer? +

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

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

create_pro_customer is provided by the Housecallpro MCP server (nobanks/housecallpro-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.