create_invoice_schedule

Create a new invoice schedule

SERVERGhl SOURCEghl-mcp-server
Medium RISK CLASS
Category Write
Parameters 53 required
Recommended Rate-limitedsee the rule below
Registry record Grade F, identity unverified Pull the record →

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.

ParameterTypeRequiredDescription
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.

Questions about create_invoice_schedule

What does the create_invoice_schedule tool do? +

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.

What parameters does create_invoice_schedule accept? +

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.

How do I enforce a policy on create_invoice_schedule? +

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.

What risk level is create_invoice_schedule? +

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

Can I rate-limit create_invoice_schedule? +

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.

How do I block create_invoice_schedule completely? +

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.

What MCP server provides create_invoice_schedule? +

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.

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