crm_get_deals_by_contact

Get all deals associated with a specific contact ID.

Server Medicus CRM MCP Server soundrolling/crmmcp
Category Read
Risk class Low
Parameters 00 required

What crm_get_deals_by_contact does on Medicus CRM MCP Server

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

Why crm_get_deals_by_contact needs a policy

This tool queries and retrieves deal data linked to a contact. It performs a read-only operation that does not create, modify, delete, or execute any actions. The verb 'Get' and the passive data retrieval purpose confirm this is a Read category tool. Severity is low because retrieving existing CRM data poses minimal risk even if misused by an AI agent.

From the tool's definition Tool name 'crm_get_deals_by_contact' and description 'Get all deals associated with a specific contact ID' indicate a retrieval operation with no side effects.

Questions about crm_get_deals_by_contact

What does the crm_get_deals_by_contact tool do? +

Get all deals associated with a specific contact ID. It is categorised as a Read tool in the Medicus CRM MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on crm_get_deals_by_contact? +

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

What risk level is crm_get_deals_by_contact? +

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

Can I rate-limit crm_get_deals_by_contact? +

Yes. Add a rate_limit block to the crm_get_deals_by_contact 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_get_deals_by_contact completely? +

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

crm_get_deals_by_contact is provided by the Medicus CRM MCP Server MCP server (soundrolling/crmmcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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