get_quote_customers

List customers (contacts) associated with a quote.

Server Connectwise Sell mfrostbutter/connectwise-sell-mcp
Category Read
Risk class Low
Parameters 00 required

What get_quote_customers does on Connectwise Sell

AI agents call get_quote_customers to retrieve information from Connectwise Sell without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_quote_customers needs a policy

This tool retrieves or queries customer/contact data associated with a specific quote. It performs no writes, deletes, executions, or financial transactions. The 'list' and 'get' operations are characteristic of Read category tools. The severity is low because exposing customer contact information tied to a quote carries minimal immediate risk compared to write or destructive operations.

From the tool's definition Tool name 'get_quote_customers' and description 'List customers (contacts) associated with a quote' indicate a retrieval operation with no modification or deletion of data.

Questions about get_quote_customers

What does the get_quote_customers tool do? +

List customers (contacts) associated with a quote. It is categorised as a Read tool in the Connectwise Sell MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_quote_customers? +

Register the Connectwise Sell MCP server in PolicyLayer and add a rule for get_quote_customers: 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 Sell. Nothing to install.

What risk level is get_quote_customers? +

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

Can I rate-limit get_quote_customers? +

Yes. Add a rate_limit block to the get_quote_customers 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_quote_customers completely? +

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

get_quote_customers is provided by the Connectwise Sell MCP server (mfrostbutter/connectwise-sell-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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