autotask_create_quote_item · Autotask MCP Server MCP

WHAT IT DOES

What autotask_create_quote_item does on Autotask MCP Server

AI agents use autotask_create_quote_item 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_quote_item needs a policy

This tool creates a new quote line item, which is a reversible write operation. While it modifies financial documents (quotes), it does not commit actual financial transactions, execute arbitrary code, or destroy data. The blast radius is moderate: an AI agent could inflate quote items, add unnecessary charges, or misconfigure discount/pricing fields, potentially misleading customers or creating billing disputes.

From the tool's definition Tool name contains 'create' and description states 'Create a line item on a quote' — directly creates new data within Autotask PSA without deletion or reversal constraints.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

autotask_create_quote_item Rate-limited

autotask_create_quote_item 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_quote_item": {
      "limits": [
        {
          "counter": "autotask_create_quote_item_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_quote_item

What does the autotask_create_quote_item tool do? +

Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false. 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_quote_item? +

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

What risk level is autotask_create_quote_item? +

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

Can I rate-limit autotask_create_quote_item? +

Yes. Add a rate_limit block to the autotask_create_quote_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 autotask_create_quote_item completely? +

Set action: deny in the PolicyLayer policy for autotask_create_quote_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 autotask_create_quote_item? +

autotask_create_quote_item 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.