ploomes_deals_create · Ploomes MCP: Risk & Policy

WHAT IT DOES

What ploomes_deals_create does on Ploomes

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

WHY IT NEEDS A POLICY

Why ploomes_deals_create needs a policy

This tool creates a new deal/opportunity record in Ploomes CRM, which is a reversible write operation. While not destructive or financial by itself, creating deals in a CRM could lead to serious business impact if misused by an AI agent (e.g., generating spurious sales opportunities, inflating pipeline metrics, or triggering downstream processes).

From the tool's definition Tool name contains 'create' and description states 'Create a new deal (opportunity)' — this creates new data in the CRM system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

ploomes_deals_create Rate-limited

ploomes_deals_create 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": {
    "ploomes_deals_create": {
      "limits": [
        {
          "counter": "ploomes_deals_create_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 Ploomes, so you can run agents against it safely.

FAQ

Questions about ploomes_deals_create

What does the ploomes_deals_create tool do? +

Create a new deal (opportunity) in Ploomes CRM. Title is required. It is categorised as a Write tool in the Ploomes MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on ploomes_deals_create? +

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

What risk level is ploomes_deals_create? +

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

Can I rate-limit ploomes_deals_create? +

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

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

ploomes_deals_create is provided by the Ploomes MCP server (ploomes-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.