crm

Complete CRM functionality - manage companies, deals, tasks, and notes

Server Brevo MCP Server samihalawa/brevo-mcp
Category Write
Risk class Medium
Parameters 00 required

What crm does on Brevo MCP Server

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

Why crm needs a policy

This tool creates and modifies CRM data (companies, deals, tasks, notes) which are core business records. While reversible (Write rather than Destructive), misuse could corrupt sales pipelines, deal tracking, or customer relationship data.

From the tool's definition Tool description states 'manage companies, deals, tasks, and notes' — explicit operations that create, modify, or update CRM records. The verb 'manage' in marketing automation contexts implies CRUD operations on business-critical data.

Questions about crm

What does the crm tool do? +

Complete CRM functionality - manage companies, deals, tasks, and notes. It is categorised as a Write tool in the Brevo MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on crm? +

Register the Brevo MCP Server MCP server in PolicyLayer and add a rule for crm: 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 Brevo MCP Server. Nothing to install.

What risk level is crm? +

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

Can I rate-limit crm? +

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

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

crm is provided by the Brevo MCP Server MCP server (samihalawa/brevo-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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