create_client_note · Mycase MCP: Risk & Policy

WHAT IT DOES

What create_client_note does on Mycase

AI agents use create_client_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_client_note needs a policy

This tool creates new notes, which is a reversible write operation. While it modifies the client record by adding information, the action can be undone by deleting the note.

From the tool's definition Tool name 'create_client_note' and description 'Create a note on a client' indicate data creation. The requirement for 'note body, subject, date' confirms it creates new structured records in the MyCase system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_client_note Rate-limited

create_client_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_client_note": {
      "limits": [
        {
          "counter": "create_client_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 Mycase, so you can run agents against it safely.

FAQ

Questions about create_client_note

What does the create_client_note tool do? +

Create a note on a client. 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_client_note? +

Register the Mycase MCP server in PolicyLayer and add a rule for create_client_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_client_note? +

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

Can I rate-limit create_client_note? +

Yes. Add a rate_limit block to the create_client_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_client_note completely? +

Set action: deny in the PolicyLayer policy for create_client_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_client_note? +

create_client_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.