copy_documents · Filevine MCP: Risk & Policy

WHAT IT DOES

What copy_documents does on Filevine

AI agents use copy_documents 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 copy_documents needs a policy

Copying documents is a Write operation: it creates new data (document copies) without permanently destroying originals. The blast radius is medium because unintended bulk copying could clutter storage, create confusion in a legal case management system where document versions matter, or replicate sensitive legal materials, but the action remains reversible (copies can be deleted).

From the tool's definition Tool description states "Copy documents to a folder" — this creates new copies of documents, a reversible modification operation. The document_ids_csv parameter indicates it operates on specified document resources.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

copy_documents Rate-limited

copy_documents 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": {
    "copy_documents": {
      "limits": [
        {
          "counter": "copy_documents_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 copy_documents

What does the copy_documents tool do? +

Copy documents to a folder. document_ids_csv is a comma-separated list of document IDs. 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 copy_documents? +

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

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

Can I rate-limit copy_documents? +

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

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

copy_documents 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.