pin_note · Filevine MCP: Risk & Policy

WHAT IT DOES

What pin_note does on Filevine

AI agents use pin_note 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 pin_note needs a policy

Pinning a note is a reversible write operation that modifies the state or organization of data (note visibility/priority) without deleting or executing external code. In the context of Filevine's legal case management, this represents a metadata change. Severity is medium because while reversible, modifying note organization in active legal cases could affect team collaboration and case workflow if misused at scale.

From the tool's definition Tool name 'pin_note' and description 'Pin a note' indicates modification of note metadata/state (pinning status) within a case management system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

pin_note Rate-limited

pin_note 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": {
    "pin_note": {
      "limits": [
        {
          "counter": "pin_note_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 pin_note

What does the pin_note tool do? +

Pin a note. 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 pin_note? +

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

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

Can I rate-limit pin_note? +

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

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

pin_note 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.