mark_invoice_sent · Filevine MCP: Risk & Policy

WHAT IT DOES

What mark_invoice_sent does on Filevine

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

WHY IT NEEDS A POLICY

Why mark_invoice_sent needs a policy

This tool modifies invoice state reversibly (sent status can typically be changed back or corrected in accounting systems), making it a Write operation rather than Financial. The Financial category applies to tools that move money or commit financial obligations (payments, refunds, trades); marking an invoice sent is administrative record-keeping.

From the tool's definition Tool name 'mark_invoice_sent' indicates a state change operation on an invoice record. Description states it 'Mark[s] an invoice as sent,' which modifies invoice metadata/status but does not move money or create financial obligations.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

mark_invoice_sent Rate-limited

mark_invoice_sent 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": {
    "mark_invoice_sent": {
      "limits": [
        {
          "counter": "mark_invoice_sent_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 Filevine, so you can run agents against it safely.

FAQ

Questions about mark_invoice_sent

What does the mark_invoice_sent tool do? +

Mark an invoice as sent. It is categorised as a Write tool in the Filevine MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on mark_invoice_sent? +

Register the Filevine MCP server in PolicyLayer and add a rule for mark_invoice_sent: 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 mark_invoice_sent? +

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

Can I rate-limit mark_invoice_sent? +

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

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

mark_invoice_sent 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.