create_plan_upgrade_link

Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription. Use only after the user explicitly asks to upgrade or fix billing.

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

Critical RISK CLASS

Category Financial

Parameters 50 required

Recommended Approval-gatedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-favcrm-favcrm/create-plan-upgrade-link.md

WHAT IT DOES

What create_plan_upgrade_link does on FavCRM

AI agents use create_plan_upgrade_link to commit financial operations through FavCRM, usually the final step of a payment, billing, or trading workflow. A call moves real money.

Parameter	Type	Required	Description
`planId`	string	—	Target plan ID. Use list_plan_options first if unknown.
`confirm`	boolean	—	Required true to create a Stripe-hosted payment or billing link.
`planCode`	string	—	Target plan code, e.g. favcrm-lite. Either planId or planCode is required.
`returnUrl`	string	—	Where Stripe should return after checkout/portal. Defaults to merchant billing settings.
`billingCycle`	string	—

Parameters from the server's own tool schema.

RISK

Why create_plan_upgrade_link is rated Critical

This tool initiates or modifies paid subscription commitments via Stripe, directly involving financial obligations. Misuse could result in unwanted subscription charges or billing changes, making it Financial category with critical severity.

From the tool's definition Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription

Attacks that exploit this kind of access

RECOMMENDED RULE

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

create_plan_upgrade_link Approval-gated

Any call to create_plan_upgrade_link is blocked until a human approves it. The rest of the server keeps working.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_plan_upgrade_link": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

GATE THIS TOOL → Instant setup, no code required.

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

FAQ

Questions about create_plan_upgrade_link

What does the create_plan_upgrade_link tool do? +

Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription. Use only after the user explicitly asks to upgrade or fix billing. It is categorised as a Financial tool in the FavCRM MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

What parameters does create_plan_upgrade_link accept? +

create_plan_upgrade_link accepts 5 parameters: planId, confirm, planCode, returnUrl, billingCycle. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on create_plan_upgrade_link? +

Register the FavCRM MCP server in PolicyLayer and add a rule for create_plan_upgrade_link: 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_plan_upgrade_link? +

create_plan_upgrade_link is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit create_plan_upgrade_link? +

Yes. Add a rate_limit block to the create_plan_upgrade_link 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_plan_upgrade_link completely? +

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

create_plan_upgrade_link 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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