crm_list_contact_deals

List all deals for a specific contact (alias for crm_get_deals_by_contact).

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

What crm_list_contact_deals does on Medicus CRM MCP Server

AI agents call crm_list_contact_deals 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_list_contact_deals needs a policy

This tool queries and returns existing CRM deal data associated with a contact. It performs a read-only operation with no side effects, no data modification, no irreversible actions, and no financial transactions. The low severity reflects that misuse would at worst expose contact deal information, a standard data retrieval risk in CRM systems.

From the tool's definition Tool name 'crm_list_contact_deals' and description indicate it 'List all deals for a specific contact' — a retrieval operation with no modification, deletion, or execution of external operations.

Questions about crm_list_contact_deals

What does the crm_list_contact_deals tool do? +

List all deals for a specific contact (alias for crm_get_deals_by_contact). 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_list_contact_deals? +

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

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

Can I rate-limit crm_list_contact_deals? +

Yes. Add a rate_limit block to the crm_list_contact_deals 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_list_contact_deals completely? +

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

crm_list_contact_deals 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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