pin_note_to_project · Filevine MCP: Risk & Policy

WHAT IT DOES

What pin_note_to_project does on Filevine

AI agents use pin_note_to_project 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_to_project needs a policy

This tool modifies project state by adding or marking a note as pinned, which is a reversible write operation. It does not delete data (Destructive), execute arbitrary code (Execute), involve financial transactions (Financial), or retrieve data without side effects (Read).

From the tool's definition Tool name 'pin_note_to_project' and description 'Pin a note to a project' indicate creation or modification of project metadata. The action is reversible (a pinned note can be unpinned).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

pin_note_to_project Rate-limited

pin_note_to_project 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_to_project": {
      "limits": [
        {
          "counter": "pin_note_to_project_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_to_project

What does the pin_note_to_project tool do? +

Pin a note to a project. 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_to_project? +

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

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

Can I rate-limit pin_note_to_project? +

Yes. Add a rate_limit block to the pin_note_to_project 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_to_project completely? +

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

pin_note_to_project 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.