create_payment · Filevine MCP: Risk & Policy

WHAT IT DOES

What create_payment does on Filevine

AI agents use create_payment to commit financial operations through Filevine — usually the final step of a payment, billing, or trading workflow. A call moves real money.

WHY IT NEEDS A POLICY

Why create_payment needs a policy

This tool directly commits financial obligations by recording payments, which is irreversible and affects financial accounts. Payment recording in a legal billing context can transfer money or create financial records that have real-world consequences. This is the most severe category and takes precedence over any other classification.

From the tool's definition Tool name: 'create_payment'; description: 'Record a payment on a project.' Explicitly records financial transactions within a legal case management system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_payment Approval-gated

Any call to create_payment is blocked until a human approves it. The rest of the server keeps working.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_payment": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

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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_payment

What does the create_payment tool do? +

Record a payment on a project. It is categorised as a Financial tool in the Filevine MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on create_payment? +

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

create_payment is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit create_payment? +

Yes. Add a rate_limit block to the create_payment 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_payment completely? +

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

create_payment 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.