planfix_create_lead_task

THE RISK

Medium Risk

Why planfix_create_lead_task needs a policy

This tool creates new task records within the Planfix CRM system. Creation is a Write operation (reversible—tasks can be deleted or modified). It is not Execute (no arbitrary code/command execution), not Destructive (creation is not irreversible), and not Financial.

From the tool's definition Tool name 'planfix_create_lead_task' and description 'Create a new lead task in Planfix' indicate data creation via the Planfix REST API. The verb 'create' and context of task management show this is a reversible write operation.

Documented attack patterns abuse exactly the kind of access planfix_create_lead_task gives an agent:

POLICY

How to control planfix_create_lead_task

PolicyLayer is an MCP gateway — it sits between your AI agents and Planfix MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for planfix_create_lead_task:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "planfix_create_lead_task": {
      "limits": [
        {
          "counter": "planfix_create_lead_task_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

planfix_create_lead_task 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.

Create a free account and register Planfix MCP Server — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

LIMIT THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More Planfix MCP Server tools

Execute planfix_request Make a generic request to the Planfix API with the specified method, path, and body. Use w Write planfix_add_to_lead_task Create or update Planfix contact, task, and comment for a lead. Write planfix_create_comment Create a comment for a task in Planfix Write planfix_create_contact Create a new contact in Planfix Write planfix_create_sell_task Create a sell task in Planfix using textual data for agency and contact Write planfix_create_sell_task_ids Create a sell task in Planfix using numeric identifiers Write planfix_create_task Create a task using textual parameters Write planfix_update_contact Update a contact in Planfix with new data

All 22 Planfix MCP Server tools →

Write tools on other servers

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Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Argument validation → Checking tool call arguments against schema and policy before they run.
Scoped token → Per-person credentials that grant a defined subset of servers and tools.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about planfix_create_lead_task

What does the planfix_create_lead_task tool do? +

Create a new lead task in Planfix. It is categorised as a Write tool in the Planfix MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on planfix_create_lead_task? +

Register the Planfix MCP Server MCP server in PolicyLayer and add a rule for planfix_create_lead_task: 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 Planfix MCP Server. Nothing to install.

What risk level is planfix_create_lead_task? +

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

Can I rate-limit planfix_create_lead_task? +

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

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

planfix_create_lead_task is provided by the Planfix MCP Server MCP server (popstas/planfix-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Planfix MCP Server tool call.

Start from Planfix MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →