create_quotation

SERVEREasyBits SOURCE@easybits.cloud/mcp

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade D, identity unverified Pull the record →

This record as markdown: /tools/cloud-easybits-easybits/create-quotation.md

WHAT IT DOES

What create_quotation does on EasyBits

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

RISK

Why create_quotation is rated Medium

Generates financial documents (quotations, invoices) but does not process payments or commit transactions.

From the tool's definition Creates complete document, returns PDF URL, structured data input

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_quotation safely

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

create_quotation Rate-limited

create_quotation 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_quotation": {
      "limits": [
        {
          "counter": "create_quotation_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 EasyBits, apply this rule, and every create_quotation call is checked against it from then on.

FAQ

Questions about create_quotation

What does the create_quotation tool do? +

PREFERRED tool for quotations, estimates, invoices, proformas, and remission notes. Creates a complete document and returns the PDF URL in ONE step. Pass structured data (company, client, items, totals) and the template handles layout, pagination, and formatting automatically. Auto-paginates: >8 items splits across pages. Totals appear on last page only. Arithmetic is auto-corrected. Alternatively, pass raw HTML pages for full editorial control (advanced). It is categorised as a Write tool in the EasyBits 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_quotation? +

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

What risk level is create_quotation? +

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

Can I rate-limit create_quotation? +

Yes. Add a rate_limit block to the create_quotation 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_quotation completely? +

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

create_quotation is provided by the EasyBits MCP server (@easybits.cloud/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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