move_documents · Filevine MCP: Risk & Policy

WHAT IT DOES

What move_documents does on Filevine

AI agents use move_documents 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 move_documents needs a policy

Moving documents changes their organizational state (folder location) reversibly without deletion. This is a data modification operation (Write category) rather than Read (no side effects) or Destructive (not irreversible). Severity is medium because misuse could disorganize legal case files or expose documents to incorrect access contexts, but the action is reversible.

From the tool's definition Tool description: 'Move documents to a folder' indicates modification of document metadata (location/folder assignment). It accepts document_ids_csv parameter to specify targets.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

move_documents Rate-limited

move_documents 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": {
    "move_documents": {
      "limits": [
        {
          "counter": "move_documents_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 move_documents

What does the move_documents tool do? +

Move documents to a folder. document_ids_csv is a comma-separated list of document IDs. 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 move_documents? +

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

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

Can I rate-limit move_documents? +

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

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

move_documents 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.