send-estimate

What send-estimate does on GoHighLevel MCP Server

AI agents use send-estimate to create or update resources in GoHighLevel MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your GoHighLevel MCP Server environment.

Why send-estimate is rated Medium

This is a Write operation because it creates or modifies data (sends an estimate, potentially changes its status from draft/unsent to sent, and creates an outbound communication record). It is not Execute (no arbitrary code/commands), not Destructive (reversible via resending or status changes), and not Financial (sending an estimate is a quotation, not a payment or financial commitment).

From the tool's definition Tool name: 'send-estimate' with description 'API to send estimate by estimate id'. The verb 'send' indicates it transmits/dispatches an estimate document to a recipient, creating a communication record and potentially modifying the estimate status to 'sent'.

The rule that runs send-estimate safely

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

{
  "version": "1",
  "default": "deny",
  "tools": {
    "send-estimate": {
      "limits": [
        {
          "counter": "send-estimate_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

Questions about send-estimate