loxo_create_deal

Create a new deal in a pipeline. Requires name, amount, close date, workflow_id, and pipeline_stage_id. Use loxo_list_deal_workflows and loxo_get_deal_workflow to find valid workflow and stage IDs. Owner email falls back to LOXO_DEFAULT_OWNER_EMAIL env var if not provided. Optionally link to a co...

Server Loxo MCP Server tbensonwest/loxo-mcp-server
Category Write
Risk class Medium
Parameters 00 required

What loxo_create_deal does on Loxo MCP Server

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

Why loxo_create_deal needs a policy

An AI agent can call loxo_create_deal faster than any human can review — one bad instruction and it creates or modifies resources in Loxo MCP Server by the hundred, each call as confident as the last.

Questions about loxo_create_deal

What does the loxo_create_deal tool do? +

Create a new deal in a pipeline. Requires name, amount, close date, workflow_id, and pipeline_stage_id. Use loxo_list_deal_workflows and loxo_get_deal_workflow to find valid workflow and stage IDs. Owner email falls back to LOXO_DEFAULT_OWNER_EMAIL env var if not provided. Optionally link to a company, person, or job. It is categorised as a Write tool in the Loxo 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 loxo_create_deal? +

Register the Loxo MCP Server MCP server in PolicyLayer and add a rule for loxo_create_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 Loxo MCP Server. Nothing to install.

What risk level is loxo_create_deal? +

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

Can I rate-limit loxo_create_deal? +

Yes. Add a rate_limit block to the loxo_create_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 loxo_create_deal completely? +

Set action: deny in the PolicyLayer policy for loxo_create_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 loxo_create_deal? +

loxo_create_deal is provided by the Loxo MCP Server MCP server (tbensonwest/loxo-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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