crm_update_deal_generic · Medicus CRM MCP Server MCP

WHAT IT DOES

What crm_update_deal_generic does on Medicus CRM MCP Server

AI agents use crm_update_deal_generic 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 IT NEEDS A POLICY

Why crm_update_deal_generic needs a policy

The tool modifies deal records within the CRM system but does not delete data (which would be Destructive) or move money (Financial). Updates are reversible through subsequent changes. Severity is medium because unauthorized modifications to deal data could affect business processes, revenue tracking, or client relationships, but the impact is contained to a single deal entity and can be corrected.

From the tool's definition Tool name contains 'update' and description states 'Update any allowed fields on a deal' — a classic modification operation that changes existing data reversibly.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

crm_update_deal_generic Rate-limited

crm_update_deal_generic stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_update_deal_generic": {
      "limits": [
        {
          "counter": "crm_update_deal_generic_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Medicus CRM MCP Server, so you can run agents against it safely.

FAQ

Questions about crm_update_deal_generic

What does the crm_update_deal_generic tool do? +

Update any allowed fields on a 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_update_deal_generic? +

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

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

Can I rate-limit crm_update_deal_generic? +

Yes. Add a rate_limit block to the crm_update_deal_generic 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_update_deal_generic completely? +

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

crm_update_deal_generic 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.