get_quote

Get a CPQ/sales quote record by number or sys_id (tries known quote tables)

SERVERNowAIKit — ServiceNow AI Toolkit SOURCEnowaikit

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity verified Pull the record →

This record as markdown: /tools/nowaikit-servicenow-ai-toolkit/get-quote.md

WHAT IT DOES

What get_quote does on NowAIKit — ServiceNow AI Toolkit

AI agents call get_quote to retrieve information from NowAIKit — ServiceNow AI Toolkit without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_quote is rated Low

Retrieves quote data with no side effects or modifications to records.

From the tool's definition Get a CPQ/sales quote record by number or sys_id

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_quote safely

PolicyLayer is an MCP gateway: it sits between your AI agents and NowAIKit — ServiceNow AI Toolkit, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_quote, this is the rule to start with:

get_quote Allowed

get_quote is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_quote": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect NowAIKit — ServiceNow AI Toolkit, apply this rule, and every get_quote call is checked against it from then on.

FAQ

Questions about get_quote

What does the get_quote tool do? +

Get a CPQ/sales quote record by number or sys_id (tries known quote tables). It is categorised as a Read tool in the NowAIKit — ServiceNow AI Toolkit MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_quote? +

Register the NowAIKit — ServiceNow AI Toolkit MCP server in PolicyLayer and add a rule for get_quote: 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 NowAIKit — ServiceNow AI Toolkit. Nothing to install.

What risk level is get_quote? +

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

Can I rate-limit get_quote? +

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

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

get_quote is provided by the NowAIKit — ServiceNow AI Toolkit MCP server (nowaikit). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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