add_lead_note · Kommo MCP Server MCP: Risk & Policy

WHAT IT DOES

What add_lead_note does on Kommo MCP Server

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

WHY IT NEEDS A POLICY

Why add_lead_note needs a policy

This tool creates or appends data (a note) to an existing lead record, which is reversible (notes can typically be edited or deleted). It does not execute arbitrary code, delete data irreversibly, or move money. It fits the Write category: creates or modifies data reversibly.

From the tool's definition Tool description states 'Add a text note to a lead' — a create/append operation that modifies lead records. The Kommo API v4 context confirms this is a write operation against CRM data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

add_lead_note Rate-limited

add_lead_note 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_note": {
      "limits": [
        {
          "counter": "add_lead_note_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 Kommo MCP Server, so you can run agents against it safely.

FAQ

Questions about add_lead_note

What does the add_lead_note tool do? +

Add a text note to a lead (useful for AI summaries or logs). It is categorised as a Write tool in the Kommo 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 add_lead_note? +

Register the Kommo MCP Server MCP server in PolicyLayer and add a rule for add_lead_note: 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 Kommo MCP Server. Nothing to install.

What risk level is add_lead_note? +

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

Can I rate-limit add_lead_note? +

Yes. Add a rate_limit block to the add_lead_note 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_note completely? +

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

add_lead_note is provided by the Kommo MCP Server MCP server (wdavidce/kommo-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.