list_document_series

List all document series templates.

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

What list_document_series does on Filevine

AI agents call list_document_series 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 list_document_series needs a policy

The tool queries and retrieves document series template metadata from the Filevine system. It performs no creation, modification, deletion, or execution of code. It is a straightforward read-only operation with minimal blast radius even if misused by an agent.

From the tool's definition Tool name is 'list_document_series' and description states it 'List all document series templates.' This is a pure retrieval operation with no side effects.

Risk signalsBulk/mass operation — affects multiple targets

Questions about list_document_series

What does the list_document_series tool do? +

List all document series templates. 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 list_document_series? +

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

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

Can I rate-limit list_document_series? +

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

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

list_document_series 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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