# convert_deal_to_invoice Create a draft invoice from one of the caller's deals: one line item for the deal's amount, client_name defaulted from the deal's company/title. deal_id is required. Agent View of the PolicyLayer registry record for `convert_deal_to_invoice`. HTML page: https://policylayer.com/tools/com-meta-council-decision-intelligence/convert-deal-to-invoice ## Facts - Tool: `convert_deal_to_invoice` - Server: Meta Council (`https://meta-council.com/mcp`) — https://policylayer.com/tools/com-meta-council-decision-intelligence.md - Homepage: https://github.com/daliu/meta-council - Risk category: Write (Medium risk) - Registry record: grade F, identity unverified - Server auth posture: open - Server rate-limited: no - Parameters: 7 (1 required) - Recommended policy verdict: Rate-limited ## Parameters | Parameter | Type | Required | Description | | --- | --- | --- | --- | | `notes` | string | no | | | `deal_id` | string | yes | | | `due_date` | string | no | ISO date YYYY-MM-DD. | | `tax_rate` | number | no | | | `client_name` | string | no | Defaults to the deal's company or title. | | `client_email` | string | no | | | `payment_terms` | string | no | | Parameters from the server's own tool schema. ## Example call (MCP tools/call, JSON-RPC 2.0) ```json { "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "convert_deal_to_invoice", "arguments": { "deal_id": "" } } } ``` ## Why convert_deal_to_invoice is rated Medium While invoicing is financially adjacent, the tool creates a *draft* invoice, not an actual payment or financial transaction. It is reversible (draft status implies it has not been finalized or submitted), making it Write rather than Financial. However, severity is high because invoices are critical financial documents; misuse could lead to incorrect billing, audit issues, or fraud. From the tool's own definition: "Tool description states 'Create a draft invoice' — this is a create operation that modifies financial records. The presence of sibling tools like 'add_invoice_line_item' and the term 'draft invoice' confirm this creates new invoice data." ## Use case AI agents use convert_deal_to_invoice to create or update resources in Meta Council, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Meta Council environment. ## Recommended policy (PolicyLayer) Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Meta Council: ```json { "version": "1", "default": "deny", "tools": { "convert_deal_to_invoice": { "limits": [ { "counter": "convert_deal_to_invoice_rate", "window": "minute", "max": 30, "scope": "grant" } ] } } } ``` ## Other tools on Meta Council (279) - `account_export` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/account-export.md - `cancel_booking` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/cancel-booking.md - `decide_approval` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/decide-approval.md - `delete_accounting_run` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-accounting-run.md - `delete_monitor` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-monitor.md - `delete_saved_view` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-saved-view.md - `delete_workflow_template` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-workflow-template.md - `preview_scheduling_action` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/preview-scheduling-action.md - `project_unlink_feature` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/project-unlink-feature.md - `reconcile_attention_notification_delivery` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/reconcile-attention-notification-delivery.md - `revoke_portfolio_report_share` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/revoke-portfolio-report-share.md - `ticket_dependency_remove` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/ticket-dependency-remove.md - `void_invoice` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/void-invoice.md - `dismiss_ticket_integration_effect` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/dismiss-ticket-integration-effect.md - `execute_saved_view` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/execute-saved-view.md - `preview_accounting_ticket_sync` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/preview-accounting-ticket-sync.md - `project_link_feature` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/project-link-feature.md - `retry_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/retry-workflow.md - `review_external_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/review-external-workflow.md - `run_comparison` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-comparison.md - `run_council` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-council.md - `run_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-workflow.md - `start_external_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/start-external-workflow.md - `ticket_scenario_revise` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/ticket-scenario-revise.md - `add_invoice_line_item` — Financial — https://policylayer.com/tools/com-meta-council-decision-intelligence/add-invoice-line-item.md - `mark_invoice_paid` — Financial — https://policylayer.com/tools/com-meta-council-decision-intelligence/mark-invoice-paid.md - `advance_workflow` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/advance-workflow.md - `ask_legal` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/ask-legal.md - `browse_ticket_integration_import` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/browse-ticket-integration-import.md - `campaign_pipeline_stats` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/campaign-pipeline-stats.md - …and 249 more: https://policylayer.com/tools/com-meta-council-decision-intelligence.md ## For agents This record is a snapshot. Live verdicts and the full registry: - Check every server in your MCP config at once: `npx -y policylayer stack` - Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md) - Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events` --- Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=com-meta-council-decision-intelligence · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/com-meta-council-decision-intelligence