add_document_to_project · Filevine MCP: Risk & Policy

WHAT IT DOES

What add_document_to_project does on Filevine

AI agents use add_document_to_project 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_to_project needs a policy

This tool creates or modifies data by establishing an association between a document and a project in a legal case management system. While the operation is not destructive and does not involve financial transactions, it does alter the state of the system.

From the tool's definition Tool name 'add_document_to_project' and description 'Associate a document with a project' indicate creation/modification of a relationship between entities. The action is reversible (documents can be disassociated or removed from projects).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_document_to_project Rate-limited

add_document_to_project 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_to_project": {
      "limits": [
        {
          "counter": "add_document_to_project_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 Filevine, so you can run agents against it safely.

FAQ

Questions about add_document_to_project

What does the add_document_to_project tool do? +

Associate a document with a project. 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_to_project? +

Register the Filevine MCP server in PolicyLayer and add a rule for add_document_to_project: 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_to_project? +

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

Can I rate-limit add_document_to_project? +

Yes. Add a rate_limit block to the add_document_to_project 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_to_project completely? +

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

add_document_to_project 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.