create_offer_rule

Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.

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

Medium RISK CLASS

Category Write

Parameters 63 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-offer-rule.md

WHAT IT DOES

What create_offer_rule does on FavCRM

AI agents use create_offer_rule 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
`name`	string	Yes	Rule name
`type`	string	Yes	Rule type: upsell, cross_sell, bundle, or post_purchase
`products`	array	—	Products to suggest with optional discounts
`description`	string	—	Rule description
`triggerType`	string	Yes	When the offer triggers
`triggerConfig`	object	—	Trigger-specific configuration

Parameters from the server's own tool schema.

RISK

Why create_offer_rule is rated Medium

This tool creates and modifies marketing/sales rules (offer rules) in a reversible manner. It establishes new upsell/cross-sell configurations that can be edited or deleted later. While it could influence customer interactions and financial outcomes through suggested discounts, the tool itself is creating rule definitions rather than executing transactions, applying discounts automatically, or deleting data.

From the tool's definition Tool description states 'Create an upsell/cross-sell offer rule as draft' with specification of trigger type, conditions, and suggested products. The verb 'Create' and the context of creating a new offer rule in a CRM system indicates data creation.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

create_offer_rule Rate-limited

create_offer_rule 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_offer_rule": {
      "limits": [
        {
          "counter": "create_offer_rule_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_offer_rule call is checked against it from then on.

FAQ

Questions about create_offer_rule

What does the create_offer_rule tool do? +

Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts. 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_offer_rule accept? +

create_offer_rule accepts 6 parameters: name, type, products, description, triggerType, triggerConfig. Required: name, type, triggerType. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_offer_rule? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_offer_rule: 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_offer_rule? +

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

Can I rate-limit create_offer_rule? +

Yes. Add a rate_limit block to the create_offer_rule 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_offer_rule completely? +

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

create_offer_rule 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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