create_case_note · Mycase MCP: Risk & Policy

WHAT IT DOES

What create_case_note does on Mycase

AI agents use create_case_note to create or update resources in Mycase — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Mycase environment.

WHY IT NEEDS A POLICY

Why create_case_note needs a policy

This tool creates new case notes, which are reversible writes to a law firm's case management system. While case notes are important documents, they can be edited or deleted. The severity is medium because misuse could add misleading information to client cases, affecting legal proceedings, but the information is not financial in nature and the action is reversible.

From the tool's definition Tool name 'create_case_note' and description 'Create a note on a case' indicates data creation. The requirement for structured fields (note body, subject, date) confirms this is a write operation that adds new information to a case record.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_case_note Rate-limited

create_case_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": {
    "create_case_note": {
      "limits": [
        {
          "counter": "create_case_note_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 Mycase, so you can run agents against it safely.

FAQ

Questions about create_case_note

What does the create_case_note tool do? +

Create a note on a case. All three fields (note body, subject, date ISO 8601) are required. It is categorised as a Write tool in the Mycase MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_case_note? +

Register the Mycase MCP server in PolicyLayer and add a rule for create_case_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 Mycase. Nothing to install.

What risk level is create_case_note? +

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

Can I rate-limit create_case_note? +

Yes. Add a rate_limit block to the create_case_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 create_case_note completely? +

Set action: deny in the PolicyLayer policy for create_case_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 create_case_note? +

create_case_note is provided by the Mycase MCP server (rosenadvertising/mycase-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.