investment_follow_up_export

从ERP系统导出招商跟进记录Excel文件。必须先调用 brand_select 获取 brandId,再调用 branch_select 获取 branchId 和 cityCode。支持2个action: get_followup_methods获取跟进方式选项, export执行导出。确认城市公司(必填)、确认跟进时间(必填)、选择跟进方式(选填,支持多选)。

Server Yjzf @yjzf/mcp-server-yjzf
Category Read
Risk class Low
Parameters 85 required

What investment_follow_up_export does on Yjzf

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

ParameterTypeRequiredDescription
action string Yes 要执行的动作
brandId string Yes 品牌ID,必须通过 brand_select 工具获取,禁止自行编造
branchId string Yes 城市公司ID(即organId),必须通过 branch_select 工具获取,禁止自行编造
cityCode string Yes 城市编码,必须通过 branch_select 工具获取,禁止自行编造
branchName string Yes 城市公司名称(用于文件命名),必须通过 branch_select 工具获取,禁止自行编造
endFollowupTm number 跟进结束时间(毫秒时间戳)。用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp(endOfDay=true) 转换,严禁自行估算。不提供默认值,必须让用户明确指定,时间范围最长不超过365天
followupMethod array 跟进方式列表(选填,支持多选),必须传 get_followup_methods 返回的 val 字段值,禁止传中文名称(name)
startFollowupTm number 跟进开始时间(毫秒时间戳)。用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp 转换,严禁自行估算。不提供默认值,必须让用户明确指定,时间范围最长不超过365天

Parameters from the server's own tool schema.

Why investment_follow_up_export needs a policy

The tool exports (reads) investment follow-up records from an ERP system into an Excel file. It retrieves existing data without modifying or deleting anything. The medium severity reflects that it exports potentially sensitive business/investment data from an ERP system, which could expose confidential commercial information if misused.

From the tool's definition 导出招商跟进记录Excel文件 (export investment follow-up records as Excel file); 'export执行导出' — this is a data export/read operation retrieving records from ERP system

Questions about investment_follow_up_export

What does the investment_follow_up_export tool do? +

从ERP系统导出招商跟进记录Excel文件。必须先调用 brand_select 获取 brandId,再调用 branch_select 获取 branchId 和 cityCode。支持2个action: get_followup_methods获取跟进方式选项, export执行导出。确认城市公司(必填)、确认跟进时间(必填)、选择跟进方式(选填,支持多选)。. It is categorised as a Read tool in the Yjzf MCP Server, which means it retrieves data without modifying state.

What parameters does investment_follow_up_export accept? +

investment_follow_up_export accepts 8 parameters: action, brandId, branchId, cityCode, branchName, endFollowupTm, followupMethod, startFollowupTm. Required: action, brandId, branchId, cityCode, branchName. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on investment_follow_up_export? +

Register the Yjzf MCP server in PolicyLayer and add a rule for investment_follow_up_export: 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 Yjzf. Nothing to install.

What risk level is investment_follow_up_export? +

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

Can I rate-limit investment_follow_up_export? +

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

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

investment_follow_up_export is provided by the Yjzf MCP server (@yjzf/mcp-server-yjzf). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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