ploomes_deals_win · Ploomes MCP: Risk & Policy

WHAT IT DOES

What ploomes_deals_win does on Ploomes

AI agents use ploomes_deals_win 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_win needs a policy

This tool modifies the status of a deal record in the CRM by updating its StatusId to 2 (Won). It is a state change that affects business records — potentially triggering downstream workflows like commissions or pipeline reporting — but it is technically reversible (the status could be changed back), placing it in Write rather than Destructive.

From the tool's definition Mark a deal as won in Ploomes CRM. Sets the deal StatusId to 2 (Won).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

ploomes_deals_win Rate-limited

ploomes_deals_win 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_win": {
      "limits": [
        {
          "counter": "ploomes_deals_win_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_win

What does the ploomes_deals_win tool do? +

Mark a deal as won in Ploomes CRM. Sets the deal StatusId to 2 (Won). 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_win? +

Register the Ploomes MCP server in PolicyLayer and add a rule for ploomes_deals_win: 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_win? +

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

Can I rate-limit ploomes_deals_win? +

Yes. Add a rate_limit block to the ploomes_deals_win 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_win completely? +

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

ploomes_deals_win 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.