generate_proforma

Generate a Polish proforma invoice PDF. Pass the full invoice JSON (with sprzedawca, nabywca, pozycje, etc.) as a string. Returns invoice number and base64-encoded PDF.

Server Fakturka Api softvoyagers/fakturka-api-mcp
Category Write
Risk class Medium
Parameters 00 required

What generate_proforma does on Fakturka Api

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

Why generate_proforma needs a policy

This tool creates and generates new financial documents (proforma invoices) with assigned invoice numbers. While it does not directly move money or create binding payment obligations (which would be Financial), it produces official invoice artifacts that are reversible—proformas can be replaced, corrected, or voided.

From the tool's definition Tool description states it 'Generate[s] a Polish proforma invoice PDF' and 'Returns invoice number and base64-encoded PDF'. The action creates a new invoice document (proforma invoice) with an assigned invoice number.

Questions about generate_proforma

What does the generate_proforma tool do? +

Generate a Polish proforma invoice PDF. Pass the full invoice JSON (with sprzedawca, nabywca, pozycje, etc.) as a string. Returns invoice number and base64-encoded PDF. It is categorised as a Write tool in the Fakturka Api MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on generate_proforma? +

Register the Fakturka Api MCP server in PolicyLayer and add a rule for generate_proforma: 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 Fakturka Api. Nothing to install.

What risk level is generate_proforma? +

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

Can I rate-limit generate_proforma? +

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

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

generate_proforma is provided by the Fakturka Api MCP server (softvoyagers/fakturka-api-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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