set_project_rate_schedule · Filevine MCP: Risk & Policy

WHAT IT DOES

What set_project_rate_schedule does on Filevine

AI agents use set_project_rate_schedule 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 set_project_rate_schedule needs a policy

This tool modifies project rate schedules, which directly affects how billing is calculated and what clients will be charged. While it creates/updates configuration data (Write category) rather than moving money directly, it has high severity because incorrect rate schedules could lead to financial disputes, revenue loss, or overcharging.

From the tool's definition Tool name 'set_project_rate_schedule' combined with description 'Set the rate schedule for a project' indicates modification of billing/rate configuration.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

set_project_rate_schedule Rate-limited

set_project_rate_schedule 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": {
    "set_project_rate_schedule": {
      "limits": [
        {
          "counter": "set_project_rate_schedule_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

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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 set_project_rate_schedule

What does the set_project_rate_schedule tool do? +

Set the rate schedule for 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 set_project_rate_schedule? +

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

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

Can I rate-limit set_project_rate_schedule? +

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

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

set_project_rate_schedule 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.