add_lead · Kpi Dealflow MCP: Risk & Policy

WHAT IT DOES

What add_lead does on Kpi Dealflow

AI agents use add_lead to create or update resources in Kpi Dealflow — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Kpi Dealflow environment.

WHY IT NEEDS A POLICY

Why add_lead needs a policy

This tool creates and stores new lead records in a real estate pipeline system. It is reversible (leads can be updated or removed), so it is Write rather than Destructive.

From the tool's definition Tool explicitly creates new data entries: 'Add a new lead to the KPI DealFlow pipeline.' The verb 'add' and context of 'when someone...is otherwise identified as a prospect' indicate persistent creation of records.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_lead Rate-limited

add_lead 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": {
    "add_lead": {
      "limits": [
        {
          "counter": "add_lead_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 Kpi Dealflow, so you can run agents against it safely.

FAQ

Questions about add_lead

What does the add_lead tool do? +

Add a new lead to the KPI DealFlow pipeline. Use this when someone calls in, texts, emails, or is otherwise identified as a prospect. It is categorised as a Write tool in the Kpi Dealflow MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on add_lead? +

Register the Kpi Dealflow MCP server in PolicyLayer and add a rule for add_lead: 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 Kpi Dealflow. Nothing to install.

What risk level is add_lead? +

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

Can I rate-limit add_lead? +

Yes. Add a rate_limit block to the add_lead 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 add_lead completely? +

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

add_lead is provided by the Kpi Dealflow MCP server (ssaffhauser-web/kpi-dealflow-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.