ploomes_quotes_create · Ploomes MCP: Risk & Policy

WHAT IT DOES

What ploomes_quotes_create does on Ploomes

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

WHY IT NEEDS A POLICY

Why ploomes_quotes_create needs a policy

This tool creates a new record (quote/proposal) in the CRM, which is a reversible write operation. It modifies the CRM database by adding a new entry but does not delete, execute arbitrary code, or move money.

From the tool's definition Tool name contains 'create' and description states 'Create a new quote (proposal) in Ploomes CRM', which creates a new data record in the CRM system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

ploomes_quotes_create Rate-limited

ploomes_quotes_create 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": {
    "ploomes_quotes_create": {
      "limits": [
        {
          "counter": "ploomes_quotes_create_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 Ploomes, so you can run agents against it safely.

FAQ

Questions about ploomes_quotes_create

What does the ploomes_quotes_create tool do? +

Create a new quote (proposal) in Ploomes CRM. DealId is required. The QuoteNumber is auto-generated (read-only). It is categorised as a Write tool in the Ploomes MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on ploomes_quotes_create? +

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

What risk level is ploomes_quotes_create? +

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

Can I rate-limit ploomes_quotes_create? +

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

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

ploomes_quotes_create is provided by the Ploomes MCP server (ploomes-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.