invoices_create_estimate_template

Create Estimate Template

SERVERGhl SOURCE@aiwerk/mcp-server-ghl

Medium RISK CLASS

Category Write

Parameters 125 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/aiwerk-mcp-server-ghl/invoices-create-estimate-template.md

WHAT IT DOES

What invoices_create_estimate_template does on Ghl

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

Parameter	Type	Required	Description
`meta`	object	—	Meta data for the estimate
`name`	string	Yes	Estimate Name
`altId`	string	—	Location Id or Agency Id Defaults to GHL_LOCATION_ID when omitted.
`items`	array	Yes	An array of items for the estimate.
`title`	string	—	Title for the estimate
`altType`	string	—	Defaults to GHL_LOCATION_ID when omitted.
`currency`	string	Yes	Currency code
`discount`	object	Yes
`liveMode`	boolean	—	livemode for estimate
`termsNotes`	string	—	Terms notes, Also supports HTML markups
`attachments`	array	—	attachments for the invoice
`businessDetails`	object	Yes

Parameters from the server's own tool schema.

RISK

Why invoices_create_estimate_template is rated Medium

An AI agent can call invoices_create_estimate_template faster than any human can review: one bad instruction and it creates or modifies resources in Ghl by the hundred, each call as confident as the last.

Risk signalsHigh parameter count (35 properties)

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs invoices_create_estimate_template safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Ghl, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For invoices_create_estimate_template, this is the rule to start with:

invoices_create_estimate_template Rate-limited

invoices_create_estimate_template 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": {
    "invoices_create_estimate_template": {
      "limits": [
        {
          "counter": "invoices_create_estimate_template_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Ghl, apply this rule, and every invoices_create_estimate_template call is checked against it from then on.

FAQ

Questions about invoices_create_estimate_template

What does the invoices_create_estimate_template tool do? +

Create Estimate Template. It is categorised as a Write tool in the Ghl MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does invoices_create_estimate_template accept? +

invoices_create_estimate_template accepts 12 parameters: meta, name, altId, items, title, altType, currency, discount, liveMode, termsNotes, attachments, businessDetails. Required: name, items, currency, discount, businessDetails. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on invoices_create_estimate_template? +

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

What risk level is invoices_create_estimate_template? +

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

Can I rate-limit invoices_create_estimate_template? +

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

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

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

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