qobrix_win_loss

Win-rate analytics over opportunities. Globally returns counts of new / open / won /

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

What qobrix_win_loss does on Qobrix CRM MCP Server

AI agents call qobrix_win_loss 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_win_loss needs a policy

This tool retrieves and aggregates analytics data about sales opportunities without modifying any records or executing external operations. It falls squarely into the Read category. Severity is low because the blast radius of misuse (e.g., viewing aggregate win-loss metrics) poses minimal risk compared to other categories. The read-only nature of the entire server further supports this classification.

From the tool's definition Tool name 'qobrix_win_loss' and description indicate analytics querying over opportunities (win-rate, counts of new/open/won states). Server is explicitly described as 'read-only' with tools to 'query' CRM data. No mutation, deletion, or execution capability.

Questions about qobrix_win_loss

What does the qobrix_win_loss tool do? +

Win-rate analytics over opportunities. Globally returns counts of new / open / won /. 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_win_loss? +

Register the Qobrix CRM MCP Server MCP server in PolicyLayer and add a rule for qobrix_win_loss: 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_win_loss? +

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

Can I rate-limit qobrix_win_loss? +

Yes. Add a rate_limit block to the qobrix_win_loss 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_win_loss completely? +

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

qobrix_win_loss 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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