update_invoice_template

Update an existing invoice template

SERVERGhl SOURCEghl-mcp-server

Medium RISK CLASS

Category Write

Parameters 51 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

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

WHAT IT DOES

What update_invoice_template does on Ghl

AI agents use update_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	—	Template name
`altId`	string	—	Location ID
`title`	string	—	Invoice title
`currency`	string	—	Currency code
`templateId`	string	Yes	Template ID

Parameters from the server's own tool schema.

RISK

Why update_invoice_template is rated Medium

The tool updates invoice templates, which is a reversible modification operation (templates can be edited again or restored). While invoice templates are business-critical financial documents, the tool itself does not move money, commit financial obligations, or execute destructive actions—it simply modifies template configuration.

From the tool's definition Tool name contains 'update' and description states 'Update an existing invoice template' - this modifies an existing resource reversibly.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs update_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 update_invoice_template, this is the rule to start with:

update_invoice_template Rate-limited

update_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": {
    "update_invoice_template": {
      "limits": [
        {
          "counter": "update_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 update_invoice_template call is checked against it from then on.

FAQ

Questions about update_invoice_template

What does the update_invoice_template tool do? +

Update an existing 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 update_invoice_template accept? +

update_invoice_template accepts 5 parameters: name, altId, title, currency, templateId. Required: templateId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on update_invoice_template? +

Register the Ghl MCP server in PolicyLayer and add a rule for update_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 update_invoice_template? +

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

Can I rate-limit update_invoice_template? +

Yes. Add a rate_limit block to the update_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 update_invoice_template completely? +

Set action: deny in the PolicyLayer policy for update_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 update_invoice_template? +

update_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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