ploomes_deals_lose

Mark a deal as lost in Ploomes CRM. Sets the deal StatusId to 3 (Lost).

Server Ploomes ploomes-mcp-server
Category Write
Risk class Medium
Parameters 00 required

What ploomes_deals_lose does on Ploomes

AI agents use ploomes_deals_lose 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 ploomes_deals_lose needs a policy

This tool modifies the status of a deal record by setting it to 'Lost'. While it changes CRM state, it is a reversible status update (the deal could potentially be re-opened or status changed again), making it a Write operation. However, the business impact is high since marking a deal as lost could have significant consequences for sales pipelines, reporting, and follow-up actions.

From the tool's definition Mark a deal as lost in Ploomes CRM. Sets the deal StatusId to 3 (Lost).

Questions about ploomes_deals_lose

What does the ploomes_deals_lose tool do? +

Mark a deal as lost in Ploomes CRM. Sets the deal StatusId to 3 (Lost). 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_lose? +

Register the Ploomes MCP server in PolicyLayer and add a rule for ploomes_deals_lose: 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_lose? +

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

Can I rate-limit ploomes_deals_lose? +

Yes. Add a rate_limit block to the ploomes_deals_lose 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_lose completely? +

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

ploomes_deals_lose 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.

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