daylite_search

Übergreifend in Daylite suchen (Kontakte, Firmen, Opportunities, Projekte)

Server Daylite Claude Connector wimwoeber/daylite-claude-connector
Category Read
Risk class Low
Parameters 00 required

What daylite_search does on Daylite Claude Connector

AI agents call daylite_search to retrieve information from Daylite Claude Connector without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why daylite_search needs a policy

This tool performs read-only queries across Daylite CRM entities. It searches for and returns information about contacts, companies, opportunities, and projects without creating, modifying, or deleting any data. The blast radius of misuse is minimal—an AI agent could retrieve sensitive business information, but cannot alter state or trigger external operations.

From the tool's definition Tool name 'daylite_search' and description 'Übergreifend in Daylite suchen (Kontakte, Firmen, Opportunities, Projekte)' [Search across Daylite for Contacts, Companies, Opportunities, Projects] indicates a search/query operation that retrieves data without…

Questions about daylite_search

What does the daylite_search tool do? +

Übergreifend in Daylite suchen (Kontakte, Firmen, Opportunities, Projekte). It is categorised as a Read tool in the Daylite Claude Connector MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on daylite_search? +

Register the Daylite Claude Connector MCP server in PolicyLayer and add a rule for daylite_search: 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 Daylite Claude Connector. Nothing to install.

What risk level is daylite_search? +

daylite_search is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit daylite_search? +

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

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

daylite_search is provided by the Daylite Claude Connector MCP server (wimwoeber/daylite-claude-connector). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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