assign_task · Filevine MCP: Risk & Policy

WHAT IT DOES

What assign_task does on Filevine

AI agents use assign_task 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 assign_task needs a policy

Assignment of tasks is a write operation that modifies case management data. While not destructive, it represents a meaningful change to project state and workflow. Severity is medium because task misassignment could disrupt legal workflows but is not irreversible or financial in nature. The confidence is high given the clear and direct description of the tool's function.

From the tool's definition The tool description states it will "Assign a task to a user," which creates or modifies task assignments in the case management system. This is a reversible state change (tasks can be reassigned or unassigned).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

assign_task Rate-limited

assign_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.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "assign_task": {
      "limits": [
        {
          "counter": "assign_task_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 assign_task

What does the assign_task tool do? +

Assign a task to a user. 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 assign_task? +

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

What risk level is assign_task? +

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

Can I rate-limit assign_task? +

Yes. Add a rate_limit block to the assign_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 assign_task completely? +

Set action: deny in the PolicyLayer policy for assign_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 assign_task? +

assign_task 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.