lock_document · Filevine MCP: Risk & Policy

WHAT IT DOES

What lock_document does on Filevine

AI agents use lock_document 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 lock_document needs a policy

Locking a document changes its editable state but is not destructive—the document remains intact and the action can be reversed by unlocking. This is a Write operation (modifies metadata/properties of data). Severity is medium because an agent could lock critical case documents, disrupting workflow and collaboration, but the action is reversible and does not cause data loss or financial harm.

From the tool's definition Tool name 'lock_document' and description 'Lock a document to prevent editing' indicate a state-modifying action on an existing document. This is reversible (documents can be unlocked) and does not delete or destroy data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

lock_document Rate-limited

lock_document 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": {
    "lock_document": {
      "limits": [
        {
          "counter": "lock_document_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 lock_document

What does the lock_document tool do? +

Lock a document to prevent editing. 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 lock_document? +

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

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

Can I rate-limit lock_document? +

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

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

lock_document 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.