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opportunities_upsert_opportunity

Upsert Opportunity

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/opportunities-upsert-opportunity.md

What opportunities_upsert_opportunity does on Ghl

AI agents use opportunities_upsert_opportunity 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
id string opportunityId
name string name
status string
followers array Yes contactId
assignedTo string
locationId string locationId Defaults to GHL_LOCATION_ID when omitted.
pipelineId string Yes pipeline Id
lostReasonId string lost reason Id
monetaryValue object
pipelineStageId string
followersActionType string Yes followers action type
isRemoveAllFollowers boolean Yes isRemoveAllFollowers

Parameters from the server's own tool schema.

Why opportunities_upsert_opportunity is rated Medium

An AI agent can call opportunities_upsert_opportunity 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 (12 properties)

Questions about opportunities_upsert_opportunity

What does the opportunities_upsert_opportunity tool do? +

Upsert Opportunity. 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 opportunities_upsert_opportunity accept? +

opportunities_upsert_opportunity accepts 12 parameters: id, name, status, followers, assignedTo, locationId, pipelineId, lostReasonId, monetaryValue, pipelineStageId, followersActionType, isRemoveAllFollowers. Required: followers, pipelineId, followersActionType, isRemoveAllFollowers. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on opportunities_upsert_opportunity? +

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

What risk level is opportunities_upsert_opportunity? +

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

Can I rate-limit opportunities_upsert_opportunity? +

Yes. Add a rate_limit block to the opportunities_upsert_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.

How do I block opportunities_upsert_opportunity completely? +

Set action: deny in the PolicyLayer policy for opportunities_upsert_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.

What MCP server provides opportunities_upsert_opportunity? +

opportunities_upsert_opportunity 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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