create_invoice_template

Create a new invoice template

SERVERGhl SOURCEghl-mcp-server

Medium RISK CLASS

Category Write

Parameters 71 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/ghl/create-invoice-template.md

WHAT IT DOES

What create_invoice_template does on Ghl

AI agents use create_invoice_template 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	Template name
`altId`	string	—	Location ID
`title`	string	—	Invoice title
`altType`	string	—
`dueDate`	string	—	Due date
`currency`	string	—	Currency code
`issueDate`	string	—	Issue date

Parameters from the server's own tool schema.

RISK

Why create_invoice_template is rated Medium

This tool creates a new invoice template, which is a reversible write operation. While invoices are financial documents, creating a template does not directly move money or commit financial obligations—it merely establishes a reusable format. The actual financial transaction occurs when an invoice generated from the template is sent and paid. The operation is reversible (the template can be deleted or modified).

From the tool's definition Tool name 'create_invoice_template' and description 'Create a new invoice template' indicate creation of a new template resource.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_invoice_template 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_template, this is the rule to start with:

create_invoice_template Rate-limited

create_invoice_template 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.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_invoice_template": {
      "limits": [
        {
          "counter": "create_invoice_template_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Ghl, apply this rule, and every create_invoice_template call is checked against it from then on.

FAQ

Questions about create_invoice_template

What does the create_invoice_template tool do? +

Create a new invoice template. 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_template accept? +

create_invoice_template accepts 7 parameters: name, altId, title, altType, dueDate, currency, issueDate. Required: name. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_invoice_template? +

Register the Ghl MCP server in PolicyLayer and add a rule for create_invoice_template: 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_template? +

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

Can I rate-limit create_invoice_template? +

Yes. Add a rate_limit block to the create_invoice_template 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_template completely? +

Set action: deny in the PolicyLayer policy for create_invoice_template. 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_template? +

create_invoice_template 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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