pin_task · Filevine MCP: Risk & Policy

WHAT IT DOES

What pin_task does on Filevine

AI agents use pin_task 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_task needs a policy

Pinning a task is a write operation that changes task organization/visibility within a legal case management system. It is reversible (can be unpinned), so it does not qualify as Destructive. It does not execute code or trigger external operations (Execute), nor does it move money (Financial).

From the tool's definition The tool 'pin_task' modifies task state by pinning it, which is a reversible metadata change in a case management system. The description 'Pin a task' indicates an action that creates or updates task properties without deleting or executing external code.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

pin_task Rate-limited

pin_task 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_task": {
      "limits": [
        {
          "counter": "pin_task_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_task

What does the pin_task tool do? +

Pin a task. 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_task? +

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

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

Can I rate-limit pin_task? +

Yes. Add a rate_limit block to the pin_task 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_task completely? +

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

pin_task 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.