create_proposal · Dolibarr MCP Server MCP: Risk & Policy

WHAT IT DOES

What create_proposal does on Dolibarr MCP Server

AI agents use create_proposal 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_proposal needs a policy

This tool creates new proposal records in the Dolibarr system, which is a reversible data modification operation. While proposals are important business documents, they can typically be modified, archived, or deleted in an ERP system, making this a Write rather than Destructive action.

From the tool's definition Tool name 'create_proposal' and description explicitly states 'Create proposal' which is a creation operation. It creates business proposal documents in Dolibarr ERP system with customer associations.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_proposal Rate-limited

create_proposal 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_proposal": {
      "limits": [
        {
          "counter": "create_proposal_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_proposal

What does the create_proposal tool do? +

Create proposal with optional lines. Required: customer_id or socid. Use get_customer_proposals with socid for proposal queries; use create_proposal for creation instead of dolibarr_raw_api. 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_proposal? +

Register the Dolibarr MCP Server MCP server in PolicyLayer and add a rule for create_proposal: 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_proposal? +

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

Can I rate-limit create_proposal? +

Yes. Add a rate_limit block to the create_proposal 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_proposal completely? +

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

create_proposal 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.