get_project_form

Get a custom form section on a project by selector name.

Server Filevine rosenadvertising/filevine-mcp
Category Read
Risk class Low
Parameters 00 required

What get_project_form does on Filevine

AI agents call get_project_form to retrieve information from Filevine without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_project_form needs a policy

This tool retrieves a custom form section from a project using a selector name as the lookup parameter. The verb 'Get' and the absence of any modification language (create, update, delete, etc.) indicate a read-only operation with no side effects. The low severity reflects that retrieving form metadata in a legal case management system poses minimal risk if misused by an AI agent.

From the tool's definition Tool name 'get_project_form' and description 'Get a custom form section on a project by selector name' indicate retrieval of existing data without modification.

Questions about get_project_form

What does the get_project_form tool do? +

Get a custom form section on a project by selector name. It is categorised as a Read tool in the Filevine MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_project_form? +

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

get_project_form is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_project_form? +

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

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

get_project_form 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.

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