Search and retrieve sales opportunities. Supports filtering with conditions.
AI agents call connectwise_get_opportunities to retrieve information from ConnectWise MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries sales opportunity data without modifying, deleting, or executing operations. The 'get_' prefix combined with 'retrieve' and 'search' verbs, along with the server's documented read-only nature, clearly indicates a Read category tool. Filtering capabilities do not change this classification—they remain query parameters.
From the tool's definition Tool name contains 'get_' and description states 'Search and retrieve sales opportunities.' Server description explicitly describes 'read-only access' to ConnectWise Manage data.
Attacks that exploit this kind of access
Search and retrieve sales opportunities. Supports filtering with conditions. It is categorised as a Read tool in the ConnectWise MCP Server MCP Server, which means it retrieves data without modifying state.
Register the ConnectWise MCP Server MCP server in PolicyLayer and add a rule for connectwise_get_opportunities: 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 ConnectWise MCP Server. Nothing to install.
connectwise_get_opportunities is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the connectwise_get_opportunities 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.
Set action: deny in the PolicyLayer policy for connectwise_get_opportunities. 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.
connectwise_get_opportunities is provided by the ConnectWise MCP Server MCP server (taddiemason/connectwise-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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