create_opportunity_tool · Capsulecrm MCP: Risk & Policy

WHAT IT DOES

What create_opportunity_tool does on Capsulecrm

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

WHY IT NEEDS A POLICY

Why create_opportunity_tool needs a policy

Creating opportunities in a CRM is a reversible write operation that creates new records. This is Write category, not Destructive (no deletion) and not Execute (no arbitrary code execution). Severity is medium because misuse could create spurious sales records, clutter the CRM, or reflect false business state, but the impact is contained to data creation and can be reviewed/corrected by users.

From the tool's definition Tool name is 'create_opportunity_tool' and the server enables users to 'create...CRM data via plain English commands.' The tool description is empty, but the name and server context clearly indicate data creation.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_opportunity_tool Rate-limited

create_opportunity_tool 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_opportunity_tool": {
      "limits": [
        {
          "counter": "create_opportunity_tool_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 Capsulecrm, so you can run agents against it safely.

FAQ

Questions about create_opportunity_tool

What does the create_opportunity_tool tool do? +

create_opportunity_tool. It is categorised as a Write tool in the Capsulecrm 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_opportunity_tool? +

Register the Capsulecrm MCP server in PolicyLayer and add a rule for create_opportunity_tool: 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 Capsulecrm. Nothing to install.

What risk level is create_opportunity_tool? +

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

Can I rate-limit create_opportunity_tool? +

Yes. Add a rate_limit block to the create_opportunity_tool 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_opportunity_tool completely? +

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

create_opportunity_tool is provided by the Capsulecrm MCP server (monadsag/capsulecrm-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.