create_invoice

Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.

SERVERFavCRM SOURCEhttps://api.favcrm.io/mcp

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/io-favcrm-favcrm/create-invoice.md

WHAT IT DOES

What create_invoice does on FavCRM

AI agents use create_invoice to create or update resources in FavCRM, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your FavCRM environment.

Parameter	Type	Required	Description
`notes`	string	—	Free-form notes shown on the invoice
`dueDate`	string	—	Due date (ISO 8601 date)
`currency`	string	—	ISO currency code (defaults to company default)
`accountId`	string	Yes	Customer accountId (CRM account)
`lineItems`	array	—	Line items to bill — totals are computed server-side

Parameters from the server's own tool schema.

RISK

Why create_invoice is rated Medium

This tool creates a new invoice record, which is a reversible write operation (invoices can typically be voided or deleted). However, invoices represent financial obligations and commitments to customers, giving it a high severity blast radius if misused — e.g., generating fraudulent or erroneous invoices.

From the tool's definition Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_invoice safely

PolicyLayer is an MCP gateway: it sits between your AI agents and FavCRM, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For create_invoice, this is the rule to start with:

create_invoice Rate-limited

create_invoice 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": {
      "limits": [
        {
          "counter": "create_invoice_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 FavCRM, apply this rule, and every create_invoice call is checked against it from then on.

FAQ

Questions about create_invoice

What does the create_invoice tool do? +

Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId. It is categorised as a Write tool in the FavCRM MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does create_invoice accept? +

create_invoice accepts 5 parameters: notes, dueDate, currency, accountId, lineItems. Required: accountId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_invoice? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_invoice: 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 FavCRM. Nothing to install.

What risk level is create_invoice? +

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

Can I rate-limit create_invoice? +

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

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

create_invoice is provided by the FavCRM MCP server (https://api.favcrm.io/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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