ploomes_quotes_update

Update an existing quote in Ploomes CRM by ID. Only provided fields are changed. The QuoteNumber is read-only and cannot be updated.

Server Ploomes ploomes-mcp-server
Category Write
Risk class Medium
Parameters 00 required

What ploomes_quotes_update does on Ploomes

AI agents use ploomes_quotes_update 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 ploomes_quotes_update needs a policy

The tool modifies existing quote records in a CRM system. This is a Write operation—it creates or modifies data reversibly without deleting or destroying information. The severity is medium because unauthorized updates to CRM quotes could corrupt business data and affect sales processes, but the effect is typically reversible (quotes can be corrected).

From the tool's definition Tool name contains 'update' and description states 'Update an existing quote in Ploomes CRM by ID. Only provided fields are changed.' This is a reversible modification of CRM data.

Questions about ploomes_quotes_update

What does the ploomes_quotes_update tool do? +

Update an existing quote in Ploomes CRM by ID. Only provided fields are changed. The QuoteNumber is read-only and cannot be updated. 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_update? +

Register the Ploomes MCP server in PolicyLayer and add a rule for ploomes_quotes_update: 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_update? +

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

Can I rate-limit ploomes_quotes_update? +

Yes. Add a rate_limit block to the ploomes_quotes_update 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_update completely? +

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

ploomes_quotes_update 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.

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