preview_record_merge

Preview a Sanka-native merge plan for duplicate companies or contacts. Use after query_records mode=

Server Sanka MCP Server sankahq/sanka-mcp
Category Read
Risk class Low
Parameters 00 required

What preview_record_merge does on Sanka MCP Server

AI agents call preview_record_merge to retrieve information from Sanka MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why preview_record_merge needs a policy

The tool generates a preview of what a merge would look like for duplicate records. It does not actually perform the merge, only displays the plan. This is a read-only operation similar to a dry-run or simulation. Severity is low since it only retrieves/displays information without side effects.

From the tool's definition 'Preview a Sanka-native merge plan' — this tool previews/shows a merge plan without executing it, functioning as a read/query operation.

Questions about preview_record_merge

What does the preview_record_merge tool do? +

Preview a Sanka-native merge plan for duplicate companies or contacts. Use after query_records mode=. It is categorised as a Read tool in the Sanka MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on preview_record_merge? +

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

What risk level is preview_record_merge? +

preview_record_merge is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit preview_record_merge? +

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

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

preview_record_merge is provided by the Sanka MCP Server MCP server (sankahq/sanka-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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