manage_opportunity
Full CRUD for deals/opportunities: create, read, update, delete, view stage history and stakeholders.
This record as markdown: /tools/adrata-adrata-mcp/manage-opportunity.md
What manage_opportunity does on Adrata
AI agents use manage_opportunity to create or update resources in Adrata, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Adrata environment.
Why manage_opportunity is rated Medium
An AI agent can call manage_opportunity faster than any human can review: one bad instruction and it creates or modifies resources in Adrata by the hundred, each call as confident as the last.
Attacks that exploit this kind of access
The rule that runs manage_opportunity safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Adrata, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For manage_opportunity, this is the rule to start with:
manage_opportunity 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Adrata, apply this rule, and every manage_opportunity call is checked against it from then on.
Questions about manage_opportunity
Full CRUD for deals/opportunities: create, read, update, delete, view stage history and stakeholders. It is categorised as a Write tool in the Adrata MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Adrata MCP server in PolicyLayer and add a rule for manage_opportunity: 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 Adrata. Nothing to install.
manage_opportunity is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the manage_opportunity 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.
Set action: deny in the PolicyLayer policy for manage_opportunity. 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.
manage_opportunity is provided by the Adrata MCP server (@adrata/adrata-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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