create_agreement · ConnectWise Live MCP Server MCP

WHAT IT DOES

What create_agreement does on ConnectWise Live MCP Server

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

WHY IT NEEDS A POLICY

Why create_agreement needs a policy

This tool creates new agreements, which are binding financial/contractual documents in ConnectWise Manage. Agreement creation is reversible (can be edited/archived) but represents a Write action with significant business impact, especially in the Finance domain.

From the tool's definition Tool name 'create_agreement' indicates creation of a new agreement record. Server description notes 'Finance' domain tools with 'tier-based access control'.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_agreement Rate-limited

create_agreement 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_agreement": {
      "limits": [
        {
          "counter": "create_agreement_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 ConnectWise Live MCP Server, so you can run agents against it safely.

FAQ

Questions about create_agreement

What does the create_agreement tool do? +

create_agreement. It is categorised as a Write tool in the ConnectWise Live 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_agreement? +

Register the ConnectWise Live MCP Server MCP server in PolicyLayer and add a rule for create_agreement: 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 ConnectWise Live MCP Server. Nothing to install.

What risk level is create_agreement? +

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

Can I rate-limit create_agreement? +

Yes. Add a rate_limit block to the create_agreement 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_agreement completely? +

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

create_agreement is provided by the ConnectWise Live MCP Server MCP server (mfrostbutter/connectwise-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.