get_quote_terms

List financing terms configured on a quote.

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

What get_quote_terms does on Connectwise Sell

AI agents call get_quote_terms 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_terms needs a policy

This tool queries and retrieves existing financing terms associated with a quote. It performs a read-only operation with no ability to modify, delete, or execute actions. The blast radius of misuse is minimal — an AI agent could only view terms data it may not be authorized to see, which is a low-severity information disclosure risk.

From the tool's definition Tool name contains 'get_' and description states 'List financing terms configured on a quote' — retrieves data without modification or side effects.

Questions about get_quote_terms

What does the get_quote_terms tool do? +

List financing terms configured on 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_terms? +

Register the Connectwise Sell MCP server in PolicyLayer and add a rule for get_quote_terms: 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_terms? +

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

Can I rate-limit get_quote_terms? +

Yes. Add a rate_limit block to the get_quote_terms 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_terms completely? +

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

get_quote_terms 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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