get_opportunities

List sales opportunities from ConnectWise (live).

Server ConnectWise Live MCP Server mfrostbutter/connectwise-mcp
Category Read
Risk class Low
Parameters 00 required

What get_opportunities does on ConnectWise Live MCP Server

AI agents call get_opportunities to retrieve information from ConnectWise Live MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_opportunities needs a policy

This tool queries and returns existing sales opportunity data without creating, modifying, deleting, or executing any operations. It is a straightforward read operation with minimal risk—the worst outcome of misuse would be unauthorized information disclosure of sales pipeline data, which is retrievable but not destructive.

From the tool's definition Tool name 'get_opportunities' and description 'List sales opportunities' indicate a retrieval operation with no modification or side effects.

Questions about get_opportunities

What does the get_opportunities tool do? +

List sales opportunities from ConnectWise (live). It is categorised as a Read tool in the ConnectWise Live MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_opportunities? +

Register the ConnectWise Live MCP Server MCP server in PolicyLayer and add a rule for get_opportunities: 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 get_opportunities? +

get_opportunities is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_opportunities? +

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

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

get_opportunities 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.

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