upsert_opportunity

Create or update an opportunity based on contact and pipeline (smart merge)

SERVERGhl SOURCEghl-mcp-server

Medium RISK CLASS

Category Write

Parameters 72 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/ghl/upsert-opportunity.md

WHAT IT DOES

What upsert_opportunity does on Ghl

AI agents use upsert_opportunity 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	—	Name/title of the opportunity
`status`	string	—	Status of the opportunity
`contactId`	string	Yes	ID of the contact associated with this opportunity
`assignedTo`	string	—	User ID to assign this opportunity to
`pipelineId`	string	Yes	ID of the pipeline this opportunity belongs to
`monetaryValue`	number	—	Monetary value of the opportunity in dollars
`pipelineStageId`	string	—	Pipeline stage ID

Parameters from the server's own tool schema.

RISK

Why upsert_opportunity is rated Medium

This tool creates new opportunities or updates existing ones—classic Write operations. While the effects are significant in a CRM context (opportunities typically represent potential revenue), they are reversible (opportunities can be deleted or corrected).

From the tool's definition Tool name 'upsert_opportunity' and description 'Create or update an opportunity based on contact and pipeline (smart merge)' indicate reversible creation or modification of opportunity records.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

upsert_opportunity Rate-limited

upsert_opportunity 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": {
    "upsert_opportunity": {
      "limits": [
        {
          "counter": "upsert_opportunity_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 upsert_opportunity call is checked against it from then on.

FAQ

Questions about upsert_opportunity

What does the upsert_opportunity tool do? +

Create or update an opportunity based on contact and pipeline (smart merge). 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 upsert_opportunity accept? +

upsert_opportunity accepts 7 parameters: name, status, contactId, assignedTo, pipelineId, monetaryValue, pipelineStageId. Required: contactId, pipelineId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on upsert_opportunity? +

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

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

Can I rate-limit upsert_opportunity? +

Yes. Add a rate_limit block to the upsert_opportunity 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 upsert_opportunity completely? +

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

upsert_opportunity 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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