Create a sell task in Planfix using textual data for agency and contact
AI agents use planfix_create_sell_task to create or update resources in Planfix MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Planfix MCP Server environment.
This tool creates a new sell task object in the Planfix CRM system. Creating data is reversible (tasks can typically be deleted/archived) and has no destructive intent. While it modifies system state, the impact is limited to task creation without financial transactions, code execution, or data deletion.
From the tool's definition Tool description states 'Create a sell task' - a create action that writes/generates new data in the Planfix system. Related sibling tools include planfix_create_contact, planfix_create_lead_task, and planfix_create_task, all explicitly write operations.
Documented attack patterns abuse exactly the kind of access planfix_create_sell_task gives an agent:
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_sell_task:
{
"version": "1",
"default": "deny",
"tools": {
"planfix_create_sell_task": {
"limits": [
{
"counter": "planfix_create_sell_task_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}planfix_create_sell_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.
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Create a sell task in Planfix using textual data for agency and contact. 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.
Register the Planfix MCP Server MCP server in PolicyLayer and add a rule for planfix_create_sell_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.
planfix_create_sell_task is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the planfix_create_sell_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.
Set action: deny in the PolicyLayer policy for planfix_create_sell_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.
planfix_create_sell_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.
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.
Free to start. No card required.
22 Planfix MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.