update_lead · Mycase MCP: Risk & Policy

WHAT IT DOES

What update_lead does on Mycase

AI agents use update_lead 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 update_lead needs a policy

This tool modifies lead records in the law firm's MyCase system by changing status values, which is a reversible write operation. It does not delete data (would be Destructive), execute code (Execute), move money (Financial), or merely read data (Read). The severity is medium because incorrectly updating lead statuses could affect case pipeline tracking and client relationship management, but changes are reversible.

From the tool's definition Tool name is 'update_lead' and description states 'Update a lead' with status field options. The verb 'update' indicates modification of existing data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

update_lead Rate-limited

update_lead 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": {
    "update_lead": {
      "limits": [
        {
          "counter": "update_lead_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 update_lead

What does the update_lead tool do? +

Update a lead. status: new | contacted | qualified | converted | closed. 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 update_lead? +

Register the Mycase MCP server in PolicyLayer and add a rule for update_lead: 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 update_lead? +

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

Can I rate-limit update_lead? +

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

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

update_lead 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.