This record as markdown: /tools/ghl/create-invoice-schedule.md
What create_invoice_schedule does on Ghl
AI agents use create_invoice_schedule to create or update resources in Ghl, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Ghl environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Schedule name |
altId | string | — | Location ID |
contactId | string | Yes | Contact ID |
frequency | string | — | Schedule frequency |
templateId | string | Yes | Template ID |
Parameters from the server's own tool schema.
Why create_invoice_schedule is rated Medium
This tool creates (writes) a new invoice schedule, which is a reversible data creation operation. While invoicing touches financial workflows, the action itself is creating a schedule/template rather than moving money or committing financial obligations directly. It does not process payments, charge customers, or execute transactions (which would be Financial). It is not destructive (no deletion).
From the tool's definition Tool name 'create_invoice_schedule' and description 'Create a new invoice schedule' indicate creation of a new invoice schedule record in GoHighLevel's system.
Attacks that exploit this kind of access
The rule that runs create_invoice_schedule safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Ghl, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For create_invoice_schedule, this is the rule to start with:
create_invoice_schedule 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 Ghl, apply this rule, and every create_invoice_schedule call is checked against it from then on.
Questions about create_invoice_schedule
Create a new invoice schedule. It is categorised as a Write tool in the Ghl MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
create_invoice_schedule accepts 5 parameters: name, altId, contactId, frequency, templateId. Required: name, contactId, templateId. The full parameter table on this page comes from the server's own tool schema.
Register the Ghl MCP server in PolicyLayer and add a rule for create_invoice_schedule: 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 Ghl. Nothing to install.
create_invoice_schedule 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 create_invoice_schedule 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 create_invoice_schedule. 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.
create_invoice_schedule is provided by the Ghl MCP server (ghl-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
More on Ghl, and thousands of servers like it.
This server
Across the catalogue