update_lead · Kpi Dealflow MCP: Risk & Policy

WHAT IT DOES

What update_lead does on Kpi Dealflow

AI agents use update_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 update_lead needs a policy

This tool modifies existing lead records by updating their status, pipeline position, or adding notes. These are reversible changes that do not permanently delete data (which would be Destructive), execute arbitrary code (which would be Execute), or involve financial transactions (which would be Financial).

From the tool's definition Tool description states 'Update a lead — move them through the pipeline, change their status, or add notes.' The verb 'Update' and the specific actions (move, change, add) indicate reversible data modification without deletion or financial transactions.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

update_lead Rate-limited

update_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": {
    "update_lead": {
      "limits": [
        {
          "counter": "update_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 update_lead

What does the update_lead tool do? +

Update a lead — move them through the pipeline, change their status, or add notes. 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 update_lead? +

Register the Kpi Dealflow MCP server in PolicyLayer and add a rule for update_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 update_lead? +

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

Can I rate-limit update_lead? +

Yes. Add a rate_limit block to the update_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 update_lead completely? +

Set action: deny in the PolicyLayer policy for update_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 update_lead? +

update_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.