create_proposal_from_intake

Create a proposal pre-populated from intake form responses. Extracts client info, project details, and requirements from the submitted form.

SERVERBusinys SOURCE@businys/mcp-server

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/app-businys-mcp-server/create-proposal-from-intake.md

WHAT IT DOES

What create_proposal_from_intake does on Businys

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

RISK

Why create_proposal_from_intake is rated Medium

This tool creates new proposal documents (reversible Write operation) rather than deleting or executing arbitrary code. The severity is medium because misuse could result in incorrect proposals being generated with wrong client info or project details, but the impact is limited to creating documents that can be edited or deleted. Confidence is high as the description clearly indicates creation of a proposal artifact.

From the tool's definition Tool description states it will 'Create a proposal' with pre-populated data from intake forms. The verb 'create' and the action of generating a new proposal document indicates data creation.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_proposal_from_intake safely

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

create_proposal_from_intake Rate-limited

create_proposal_from_intake 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": {
    "create_proposal_from_intake": {
      "limits": [
        {
          "counter": "create_proposal_from_intake_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 Businys, apply this rule, and every create_proposal_from_intake call is checked against it from then on.

FAQ

Questions about create_proposal_from_intake

What does the create_proposal_from_intake tool do? +

Create a proposal pre-populated from intake form responses. Extracts client info, project details, and requirements from the submitted form. It is categorised as a Write tool in the Businys MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_proposal_from_intake? +

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

What risk level is create_proposal_from_intake? +

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

Can I rate-limit create_proposal_from_intake? +

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

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

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

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