create_contact · Filevine MCP: Risk & Policy

WHAT IT DOES

What create_contact does on Filevine

AI agents use create_contact 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 create_contact needs a policy

This tool creates new contact records in a legal case management system. While contact creation is reversible (contacts can typically be deleted or modified), it modifies persistent data and could lead to data integrity issues if an AI agent creates spurious or erroneous contacts. This is a Write operation rather than Read (which would only retrieve data) or Destructive (which would permanently remove data).

From the tool's definition Tool name 'create_contact' and description 'Create a new contact' indicate data creation functionality. Sibling tools like 'add_contact_to_project', 'add_document_to_project', etc.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_contact Rate-limited

create_contact 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": {
    "create_contact": {
      "limits": [
        {
          "counter": "create_contact_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 create_contact

What does the create_contact tool do? +

Create a new contact. 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 create_contact? +

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

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

Can I rate-limit create_contact? +

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

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

create_contact 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.