create_invoice · Dolibarr MCP Server MCP: Risk & Policy

WHAT IT DOES

What create_invoice does on Dolibarr MCP Server

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

WHY IT NEEDS A POLICY

Why create_invoice needs a policy

This tool creates new invoice records in Dolibarr, modifying the financial/accounting data in the system. It falls under Write rather than Financial because it creates the invoice artifact but does not directly process payments or commit financial transactions.

From the tool's definition The tool is named 'create_invoice' and described as 'Create invoice with lines', which creates a new financial document in the ERP system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_invoice Rate-limited

create_invoice 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_invoice": {
      "limits": [
        {
          "counter": "create_invoice_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 Dolibarr MCP Server, so you can run agents against it safely.

FAQ

Questions about create_invoice

What does the create_invoice tool do? +

Create invoice with lines. It is categorised as a Write tool in the Dolibarr MCP Server 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_invoice? +

Register the Dolibarr MCP Server MCP server in PolicyLayer and add a rule for create_invoice: 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 Dolibarr MCP Server. Nothing to install.

What risk level is create_invoice? +

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

Can I rate-limit create_invoice? +

Yes. Add a rate_limit block to the create_invoice 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_invoice completely? +

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

create_invoice is provided by the Dolibarr MCP Server MCP server (marioser/dolibarr-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.