unlock_document · Filevine MCP: Risk & Policy

WHAT IT DOES

What unlock_document does on Filevine

AI agents use unlock_document 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 unlock_document needs a policy

Unlocking a document is a Write operation as it modifies document metadata/state (lock status) to enable editing, but it is reversible (can be locked again). Not Destructive because no data is deleted or overwritten. Not Execute because it doesn't run code or trigger arbitrary external operations.

From the tool's definition Tool name 'unlock_document' and description 'Unlock a document to allow editing' indicate modification of document state, enabling subsequent edits.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

unlock_document Rate-limited

unlock_document 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": {
    "unlock_document": {
      "limits": [
        {
          "counter": "unlock_document_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 unlock_document

What does the unlock_document tool do? +

Unlock a document to allow editing. 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 unlock_document? +

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

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

Can I rate-limit unlock_document? +

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

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

unlock_document 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.