autotask_create_opportunity · Autotask MCP Server MCP

WHAT IT DOES

What autotask_create_opportunity does on Autotask MCP Server

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

WHY IT NEEDS A POLICY

Why autotask_create_opportunity needs a policy

This tool creates new sales opportunity records in Autotask, which is a reversible write operation. It modifies business data by adding new records but does not execute arbitrary code, delete data, move money, or trigger irreversible changes.

From the tool's definition Tool name is 'autotask_create_opportunity' and description states 'Create a new sales opportunity in Autotask'. The verb 'create' indicates data creation in the PSA system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

autotask_create_opportunity Rate-limited

autotask_create_opportunity 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": {
    "autotask_create_opportunity": {
      "limits": [
        {
          "counter": "autotask_create_opportunity_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 Autotask MCP Server, so you can run agents against it safely.

FAQ

Questions about autotask_create_opportunity

What does the autotask_create_opportunity tool do? +

Create a new sales opportunity in Autotask. It is categorised as a Write tool in the Autotask MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on autotask_create_opportunity? +

Register the Autotask MCP Server MCP server in PolicyLayer and add a rule for autotask_create_opportunity: 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 Autotask MCP Server. Nothing to install.

What risk level is autotask_create_opportunity? +

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

Can I rate-limit autotask_create_opportunity? +

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

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

autotask_create_opportunity is provided by the Autotask MCP Server MCP server (ticnine/autotask-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.