HubSpot Protect Deal Owner

What this policy does

Direction: ingress (tool_pre_invoke) Default: deny on match, allow otherwise Package: hubspot.ingress.protect_deal_owner

What it does

Blocks HubSpot CRM-object update calls that set or change a deal's owner. Any hubspot-manage-crm-objects update whose deal properties include the hubspot_owner_id key is denied — this covers both initial owner assignment and reassignment. Deal creates, other update fields, and all other tools pass through unchanged.

Compliance alignment

• SOC 2 CC6.3 — role-based access and least privilege: reassigning deal ownership (quota attribution, territory routing) is reserved for humans with CRM admin rights; the agent channel cannot do it.

Why ingress

Deal ownership drives quota attribution, territory routing, and reporting. The violation is fully determined by the request payload, so denying at ingress prevents the ownership change from ever reaching HubSpot.

How it matches

All of the following must hold for a call to be denied:

• Tool match. The (lowercased) tool name ends with -manage-crm-objects (suffix matching keeps the policy portable regardless of the MCP server name prefix the gateway adds).
• Deal update. An object in updateRequest.objects has objectType deals (case-insensitive).
• Owner field present. That object's properties include the hubspot_owner_id key (presence alone triggers the deny — the value is not inspected).

Only updateRequest is inspected; deal creates are intentionally not blocked.

Tool naming on the gateway

DTwo prefixes tool names with the MCP server name configured on the gateway, so a HubSpot server registered as hubspot surfaces hubspot-manage-crm-objects while one registered as hubspot-mcp surfaces hubspot-mcp-manage-crm-objects. This policy matches on the suffix (-manage-crm-objects) so it stays portable across naming conventions. Confirm the exact tool name with the dump-input debug technique before deploying.

Examples

Allowed (deal update with no owner change)

{
  "input": {
    "action": "tool_pre_invoke",
    "resource": { "name": "hubspot-manage-crm-objects", "type": "tool" },
    "payload": {
      "name": "hubspot-manage-crm-objects",
      "args": {
        "updateRequest": {
          "objects": [
            { "objectType": "deals", "id": "12345",
              "properties": { "amount": "500" } }
          ]
        }
      }
    }
  }
}

allow = true, no reason.

Denied (owner reassignment)

{
  "input": {
    "action": "tool_pre_invoke",
    "resource": { "name": "hubspot-manage-crm-objects", "type": "tool" },
    "payload": {
      "name": "hubspot-manage-crm-objects",
      "args": {
        "updateRequest": {
          "objects": [
            { "objectType": "deals", "id": "12345",
              "properties": { "hubspot_owner_id": "99887766" } }
          ]
        }
      }
    }
  }
}

allow = false, reason = "Changing the owner of a deal is not permitted through this gateway. Contact your admin to reassign deals.".

Known limitations

• Suffix tool-name match. The policy matches any tool ending in -manage-crm-objects. If a non-HubSpot MCP server happened to expose a tool with that same suffix, it would also be inspected — narrow the match if that is a concern in your environment.
• Updates only. Deal creates that set hubspot_owner_id are not blocked by design. Add a createRequest branch if you also want to fix owner at creation.
• No identity-based exemptions. All callers are treated the same. To allow a break-glass role to reassign deals, add an allow if branch gated on input.subject.claims.

Compliance note. This policy supports alignment with the cited framework controls on the MCP path only. No policy or bundle makes an organization compliant with any framework; web-UI, native-API, and in-app access are outside the gateway's reach by design. Validate against your own compliance program before relying on it.

Policy source (Rego)

package hubspot.ingress.protect_deal_owner

default allow := false

allow if {
    not is_owner_update
}

is_owner_update if {
    endswith(lower(input.resource.name), "-manage-crm-objects")
    some obj in object.get(object.get(input.payload.args, "updateRequest", {}), "objects", [])
    lower(object.get(obj, "objectType", "")) == "deals"
    "hubspot_owner_id" in object.keys(object.get(obj, "properties", {}))
}

reasons contains "Changing the owner of a deal is not permitted through this gateway. Contact your admin to reassign deals." if {
    is_owner_update
}

reason := joined if {
    count(reasons) > 0
    reason_list := sort([r | some r in reasons])
    joined := concat("; ", reason_list)
}

Canonical source: policy.md on GitHub · raw · raw on this site (.md)

Used in these guides

• Guard the CRM writes your revenue depends on

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