ploomes_deals_loss_reasons_list

List available loss reasons for deals in Ploomes CRM. Returns Id and Name. You MUST provide a valid LossReasonId when calling ploomes_deals_lose. Loss reasons may be filtered by PipelineId.

Server Ploomes ploomes-mcp-server
Category Read
Risk class Low
Parameters 00 required

What ploomes_deals_loss_reasons_list does on Ploomes

AI agents call ploomes_deals_loss_reasons_list to retrieve information from Ploomes without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why ploomes_deals_loss_reasons_list needs a policy

This is a data retrieval tool that queries the CRM for reference data (loss reasons). It has no side effects, does not modify or delete any data, and does not execute external operations. The fact that it returns information used by other tools (like ploomes_deals_lose) does not change its own classification—it is purely informational. Blast radius is minimal; misuse would only surface existing reference data.

From the tool's definition The tool 'ploomes_deals_loss_reasons_list' retrieves data by listing available loss reasons for deals. The description states 'List available loss reasons' and 'Returns Id and Name', which are characteristic read/retrieval operations with no modification,…

Questions about ploomes_deals_loss_reasons_list

What does the ploomes_deals_loss_reasons_list tool do? +

List available loss reasons for deals in Ploomes CRM. Returns Id and Name. You MUST provide a valid LossReasonId when calling ploomes_deals_lose. Loss reasons may be filtered by PipelineId. It is categorised as a Read tool in the Ploomes MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on ploomes_deals_loss_reasons_list? +

Register the Ploomes MCP server in PolicyLayer and add a rule for ploomes_deals_loss_reasons_list: 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_loss_reasons_list? +

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

Can I rate-limit ploomes_deals_loss_reasons_list? +

Yes. Add a rate_limit block to the ploomes_deals_loss_reasons_list 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_loss_reasons_list completely? +

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

ploomes_deals_loss_reasons_list 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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