add_document_revision · Filevine MCP: Risk & Policy

WHAT IT DOES

What add_document_revision does on Filevine

AI agents use add_document_revision to create or update resources in Filevine — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Filevine environment.

WHY IT NEEDS A POLICY

Why add_document_revision needs a policy

This operation creates a new revision entry, which is a reversible modification to the document management system. It does not execute arbitrary code, delete data irreversibly, or move money. The sibling tools (add_contact_to_project, add_email_to_project, batch_upload_documents) confirm a pattern of Write-category operations.

From the tool's definition Tool name 'add_document_revision' and description 'Add a new revision to a document' indicate creation of a new document version/record within the system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_document_revision Rate-limited

add_document_revision 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": {
    "add_document_revision": {
      "limits": [
        {
          "counter": "add_document_revision_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

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Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Filevine, so you can run agents against it safely.

FAQ

Questions about add_document_revision

What does the add_document_revision tool do? +

Add a new revision to a document. It is categorised as a Write tool in the Filevine MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on add_document_revision? +

Register the Filevine MCP server in PolicyLayer and add a rule for add_document_revision: 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 Filevine. Nothing to install.

What risk level is add_document_revision? +

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

Can I rate-limit add_document_revision? +

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

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

add_document_revision is provided by the Filevine MCP server (rosenadvertising/filevine-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.