get_csm_account

Get details of a customer account including contacts and open cases count

SERVERNowAIKit — ServiceNow AI Toolkit SOURCEnowaikit

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity verified Pull the record →

This record as markdown: /tools/nowaikit-servicenow-ai-toolkit/get-csm-account.md

WHAT IT DOES

What get_csm_account does on NowAIKit — ServiceNow AI Toolkit

AI agents call get_csm_account to retrieve information from NowAIKit — ServiceNow AI Toolkit without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_csm_account is rated Low

This tool retrieves account information (contacts, case counts) from a ServiceNow Customer Success Management (CSM) module. The verb 'Get' and the passive nature of querying existing data confirm this is a read-only operation with no side effects. No data is created, modified, deleted, or executed.

From the tool's definition Tool name 'get_csm_account' and description 'Get details of a customer account including contacts and open cases count' indicate data retrieval with no modification or deletion.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_csm_account safely

PolicyLayer is an MCP gateway: it sits between your AI agents and NowAIKit — ServiceNow AI Toolkit, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_csm_account, this is the rule to start with:

get_csm_account Allowed

get_csm_account is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_csm_account": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect NowAIKit — ServiceNow AI Toolkit, apply this rule, and every get_csm_account call is checked against it from then on.

FAQ

Questions about get_csm_account

What does the get_csm_account tool do? +

Get details of a customer account including contacts and open cases count. It is categorised as a Read tool in the NowAIKit — ServiceNow AI Toolkit MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_csm_account? +

Register the NowAIKit — ServiceNow AI Toolkit MCP server in PolicyLayer and add a rule for get_csm_account: 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 NowAIKit — ServiceNow AI Toolkit. Nothing to install.

What risk level is get_csm_account? +

get_csm_account is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_csm_account? +

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

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

get_csm_account is provided by the NowAIKit — ServiceNow AI Toolkit MCP server (nowaikit). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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