crm_link_company_deal

Associate a company to a deal by setting company_id on the deal.

Server Medicus CRM MCP Server soundrolling/crmmcp
Category Write
Risk class Medium
Parameters 00 required

What crm_link_company_deal does on Medicus CRM MCP Server

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

Why crm_link_company_deal needs a policy

This tool creates or modifies a data relationship (setting company_id) without permanently destroying data or executing arbitrary code. The operation is reversible (the association can be changed or removed). It does not delete data (Destructive), execute code (Execute), involve financial transactions (Financial), or merely read data (Read).

From the tool's definition Tool description states 'Associate a company to a deal by setting company_id on the deal' — this modifies deal data by updating a relationship field, which is a reversible write operation.

Questions about crm_link_company_deal

What does the crm_link_company_deal tool do? +

Associate a company to a deal by setting company_id on the deal. It is categorised as a Write tool in the Medicus CRM 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_link_company_deal? +

Register the Medicus CRM MCP Server MCP server in PolicyLayer and add a rule for crm_link_company_deal: 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_link_company_deal? +

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

Can I rate-limit crm_link_company_deal? +

Yes. Add a rate_limit block to the crm_link_company_deal 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_link_company_deal completely? +

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

crm_link_company_deal 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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