qobrix_search_opportunities

Search leads/opportunities — the primary pipeline filtering tool in the Sales Pipeline workflow.

Server Qobrix CRM MCP Server sharpsir-group/qobrix-crm-mcp
Category Read
Risk class Low
Parameters 00 required

What qobrix_search_opportunities does on Qobrix CRM MCP Server

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

Why qobrix_search_opportunities needs a policy

This tool retrieves and filters data from the CRM without modifying it. The 'read-only' server declaration and the search/query nature of the operation confirm it is a Read category tool with low severity—the worst outcome of misuse would be unauthorized information disclosure of opportunity/lead data, not irreversible changes or financial impact.

From the tool's definition Tool name contains 'search' and description states it searches leads/opportunities for filtering in Sales Pipeline workflow. Server is explicitly described as 'read-only MCP server' with 56 tools for 'query' operations.

Questions about qobrix_search_opportunities

What does the qobrix_search_opportunities tool do? +

Search leads/opportunities — the primary pipeline filtering tool in the Sales Pipeline workflow. It is categorised as a Read tool in the Qobrix CRM MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on qobrix_search_opportunities? +

Register the Qobrix CRM MCP Server MCP server in PolicyLayer and add a rule for qobrix_search_opportunities: 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 Qobrix CRM MCP Server. Nothing to install.

What risk level is qobrix_search_opportunities? +

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

Can I rate-limit qobrix_search_opportunities? +

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

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

qobrix_search_opportunities is provided by the Qobrix CRM MCP Server MCP server (sharpsir-group/qobrix-crm-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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