create_project_appointment · Filevine MCP: Risk & Policy

WHAT IT DOES

What create_project_appointment does on Filevine

AI agents use create_project_appointment 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_appointment needs a policy

This tool creates and stores new appointment data within a legal case management system (Filevine), making it a reversible Write operation. It does not execute arbitrary code, delete data, or move money. The severity is medium because incorrect appointments could disrupt legal workflows and deadlines, but the action is reversible via deletion or modification.

From the tool's definition Tool creates a new appointment resource on a project via 'Create' action, which modifies project state by adding calendar/scheduling data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_project_appointment Rate-limited

create_project_appointment 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_appointment": {
      "limits": [
        {
          "counter": "create_project_appointment_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_appointment

What does the create_project_appointment tool do? +

Create an appointment on a project. 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_appointment? +

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

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

Can I rate-limit create_project_appointment? +

Yes. Add a rate_limit block to the create_project_appointment 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_appointment completely? +

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

create_project_appointment 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.