unpin_note · Filevine MCP: Risk & Policy

WHAT IT DOES

What unpin_note does on Filevine

AI agents use unpin_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 unpin_note needs a policy

Unpinning a note modifies the note's state (removes its pinned status) but does not delete any data. This is a reversible write operation — the note can be re-pinned at any time. Severity is low as the blast radius is minimal; it only affects the visibility/prominence of a note in a legal case management system.

From the tool's definition 'Unpin a note' — removes a pin/flag from a note, which is a reversible state change

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

unpin_note Rate-limited

unpin_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": {
    "unpin_note": {
      "limits": [
        {
          "counter": "unpin_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 unpin_note

What does the unpin_note tool do? +

Unpin 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 unpin_note? +

Register the Filevine MCP server in PolicyLayer and add a rule for unpin_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 unpin_note? +

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

Can I rate-limit unpin_note? +

Yes. Add a rate_limit block to the unpin_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 unpin_note completely? +

Set action: deny in the PolicyLayer policy for unpin_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 unpin_note? +

unpin_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.