opportunity_enrichment

WHAT IT DOES

What opportunity_enrichment does on Composite MCP Sales Intelligence

AI agents use opportunity_enrichment to create or update resources in Composite MCP Sales Intelligence — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Composite MCP Sales Intelligence environment.

WHY IT NEEDS A POLICY

Why opportunity_enrichment needs a policy

Enrichment typically involves writing additional context (customer data, product matches) back to an existing CRM/PSA opportunity record in ConnectWise, which constitutes a reversible modification. It doesn't execute arbitrary code, delete data, or move money. Severity is medium because modifying sales opportunity records could affect downstream quoting and sales processes, but effects are reversible.

From the tool's definition 'Enrich a CW sales opportunity with customer context and TD Synnex product matches' — enriching implies updating/modifying an existing ConnectWise sales opportunity record with additional data

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

opportunity_enrichment Rate-limited

opportunity_enrichment 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": {
    "opportunity_enrichment": {
      "limits": [
        {
          "counter": "opportunity_enrichment_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Composite MCP Sales Intelligence, so you can run agents against it safely.

FAQ

Questions about opportunity_enrichment

What does the opportunity_enrichment tool do? +

Enrich a CW sales opportunity with customer context and TD Synnex product matches. It is categorised as a Write tool in the Composite MCP Sales Intelligence MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on opportunity_enrichment? +

Register the Composite MCP Sales Intelligence MCP server in PolicyLayer and add a rule for opportunity_enrichment: 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 Composite MCP Sales Intelligence. Nothing to install.

What risk level is opportunity_enrichment? +

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

Can I rate-limit opportunity_enrichment? +

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

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

opportunity_enrichment is provided by the Composite MCP Sales Intelligence MCP server (jaceryan5150/composite-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.