create_billing_item · Filevine MCP: Risk & Policy

WHAT IT DOES

What create_billing_item does on Filevine

AI agents use create_billing_item to commit financial operations through Filevine — usually the final step of a payment, billing, or trading workflow. A call moves real money.

WHY IT NEEDS A POLICY

Why create_billing_item needs a policy

This tool creates financial records (time entries or expenses) that represent billable charges against a legal case/project. These directly commit financial obligations and affect billing to clients, making it a Financial category tool. Misuse could result in fraudulent billing entries on legal cases, which carries high severity.

From the tool's definition Create a billing item (time entry or expense) on a project

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_billing_item Approval-gated

Any call to create_billing_item is blocked until a human approves it. The rest of the server keeps working.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_billing_item": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

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PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Filevine, so you can run agents against it safely.

FAQ

Questions about create_billing_item

What does the create_billing_item tool do? +

Create a billing item (time entry or expense) on a project. It is categorised as a Financial tool in the Filevine MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on create_billing_item? +

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

What risk level is create_billing_item? +

create_billing_item is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit create_billing_item? +

Yes. Add a rate_limit block to the create_billing_item 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_billing_item completely? +

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

create_billing_item is provided by the Filevine MCP server (rosenadvertising/filevine-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.