edit_quotation
Edit an existing quotation document with structured data. Rebuilds the HTML from typed fields and regenerates the PDF. Pass the structured data (company, client, items, totals) instead of raw HTML — the template handles layout, pagination, and formatting automatically. Auto-paginates: >8 items sp...
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What edit_quotation does on EasyBits
AI agents use edit_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.
Why edit_quotation is rated Medium
Creates or modifies quotation documents reversibly; high business impact but not destructive or financial.
From the tool's definition Edit existing quotation document, rebuilds HTML, regenerates PDF
Attacks that exploit this kind of access
The rule that runs edit_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 edit_quotation, this is the rule to start with:
edit_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.
The button opens the PolicyLayer dashboard: create your workspace, connect EasyBits, apply this rule, and every edit_quotation call is checked against it from then on.
Questions about edit_quotation
Edit an existing quotation document with structured data. Rebuilds the HTML from typed fields and regenerates the PDF. Pass the structured data (company, client, items, totals) instead of raw HTML — the template handles layout, pagination, and formatting automatically. Auto-paginates: >8 items splits across pages. Totals appear on last page only. 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.
Register the EasyBits MCP server in PolicyLayer and add a rule for edit_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.
edit_quotation is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the edit_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.
Set action: deny in the PolicyLayer policy for edit_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.
edit_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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