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invoices_create_new_estimate

Create New Estimate

SERVERGhl SOURCE@aiwerk/mcp-server-ghl
Medium RISK CLASS
Category Write
Parameters 124 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-new-estimate.md

What invoices_create_new_estimate does on Ghl

AI agents use invoices_create_new_estimate 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.

ParameterTypeRequiredDescription
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
sentTo object Email and sent to details for the estimate
userId string User Id
altType string Defaults to GHL_LOCATION_ID when omitted.
currency string Yes Currency code
discount object Yes
liveMode boolean livemode for estimate
issueDate string issue date estimate

Parameters from the server's own tool schema.

Why invoices_create_new_estimate is rated Medium

An AI agent can call invoices_create_new_estimate 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 (63 properties)

Questions about invoices_create_new_estimate

What does the invoices_create_new_estimate tool do? +

Create New Estimate. 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_new_estimate accept? +

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

How do I enforce a policy on invoices_create_new_estimate? +

Register the Ghl MCP server in PolicyLayer and add a rule for invoices_create_new_estimate: 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_new_estimate? +

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

Can I rate-limit invoices_create_new_estimate? +

Yes. Add a rate_limit block to the invoices_create_new_estimate 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_new_estimate completely? +

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

invoices_create_new_estimate 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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