create_project · Filevine MCP: Risk & Policy

WHAT IT DOES

What create_project does on Filevine

AI agents use create_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 create_project needs a policy

Creating a new project in a legal case management system generates new data records in a business-critical system. While reversible, this is a Write operation that modifies system state. Severity is medium because misuse could create unauthorized case records or clutter, but the blast radius is limited to the Filevine system and doesn't involve financial transactions, data destruction, or external command execution.

From the tool's definition Tool name 'create_project' and description 'Create a new project' directly indicate data creation. No deletion or destructive operations are performed; the action is reversible (projects can be archived as evidenced by sibling tool 'archive_project').

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_project Rate-limited

create_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": {
    "create_project": {
      "limits": [
        {
          "counter": "create_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 create_project

What does the create_project tool do? +

Create a new project. Use fields_json for additional fields as a JSON object. 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_project? +

Register the Filevine MCP server in PolicyLayer and add a rule for create_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 create_project? +

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

Can I rate-limit create_project? +

Yes. Add a rate_limit block to the create_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 create_project completely? +

Set action: deny in the PolicyLayer policy for create_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 create_project? +

create_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.