List customers (contacts) associated with a quote.
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.
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.
Attacks that exploit this kind of access
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.
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.
get_quote_customers is a Read tool with low risk. Read-only tools are generally safe to allow by default.
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.
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.
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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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