Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false.
AI agents use autotask_create_quote_item to create or update resources in Autotask — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Autotask environment.
This tool creates a new line item (a quote item) within an existing quote in the Autotask PSA system. Creating quote line items is a reversible write operation—the item can be modified or deleted later. It does not execute arbitrary code, delete data irreversibly, move money, or perform uncontrolled external operations.
From the tool's definition Tool name contains 'create' and description states 'Create a line item on a quote.' This is a reversible data creation operation that adds a new record to a quote.
Documented attack patterns abuse exactly the kind of access autotask_create_quote_item gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Autotask, and nothing reaches the server without passing your rules. This is the rule we recommend for autotask_create_quote_item:
{
"version": "1",
"default": "deny",
"tools": {
"autotask_create_quote_item": {
"limits": [
{
"counter": "autotask_create_quote_item_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}autotask_create_quote_item 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.
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Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false. It is categorised as a Write tool in the Autotask MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Autotask MCP server in PolicyLayer and add a rule for autotask_create_quote_item: 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 Autotask. Nothing to install.
autotask_create_quote_item is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the autotask_create_quote_item 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.
Set action: deny in the PolicyLayer policy for autotask_create_quote_item. 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.
autotask_create_quote_item is provided by the Autotask MCP server (wyre-technology/autotask-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Start from Autotask, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.
Free to start. No card required.
91 Autotask tools catalogued and risk-classified — across an index of 43,000+ MCP servers.