create_opportunity

Create Close opportunity

SERVERNcp SOURCE@portel/ncp

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-github-portel-dev-ncp/create-opportunity.md

WHAT IT DOES

What create_opportunity does on Ncp

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

RISK

Why create_opportunity is rated Medium

This tool creates new CRM opportunities, which is a reversible write operation that adds records to an external system. While creating opportunities doesn't directly move money, it establishes potential financial commitments and represents a significant business data modification. Classified as Write rather than Financial because opportunity creation itself doesn't execute transactions.

From the tool's definition Tool name is 'create_opportunity' and description states 'Create Close opportunity' - this is a creation action that modifies data in Close (a CRM system).

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_opportunity safely

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

create_opportunity Rate-limited

create_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": {
    "create_opportunity": {
      "limits": [
        {
          "counter": "create_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 Ncp, apply this rule, and every create_opportunity call is checked against it from then on.

FAQ

Questions about create_opportunity

What does the create_opportunity tool do? +

Create Close opportunity. It is categorised as a Write tool in the Ncp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_opportunity? +

Register the Ncp MCP server in PolicyLayer and add a rule for create_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 Ncp. Nothing to install.

What risk level is create_opportunity? +

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

Can I rate-limit create_opportunity? +

Yes. Add a rate_limit block to the create_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 create_opportunity completely? +

Set action: deny in the PolicyLayer policy for create_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 create_opportunity? +

create_opportunity is provided by the Ncp MCP server (@portel/ncp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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