unpin_note_from_project · Filevine MCP: Risk & Policy

WHAT IT DOES

What unpin_note_from_project does on Filevine

AI agents use unpin_note_from_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 unpin_note_from_project needs a policy

Unpinning a note changes its state (removes the pin/highlight status) but does not delete the note itself. This is a reversible modification — the note can be re-pinned — so it falls under Write rather than Destructive. Misuse could affect visibility of important case notes in a legal context, warranting medium severity.

From the tool's definition Unpin a note from a project

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

unpin_note_from_project Rate-limited

unpin_note_from_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": {
    "unpin_note_from_project": {
      "limits": [
        {
          "counter": "unpin_note_from_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 unpin_note_from_project

What does the unpin_note_from_project tool do? +

Unpin a note from 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 unpin_note_from_project? +

Register the Filevine MCP server in PolicyLayer and add a rule for unpin_note_from_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 unpin_note_from_project? +

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

Can I rate-limit unpin_note_from_project? +

Yes. Add a rate_limit block to the unpin_note_from_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 unpin_note_from_project completely? +

Set action: deny in the PolicyLayer policy for unpin_note_from_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 unpin_note_from_project? +

unpin_note_from_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.