generate_proposal · Merlin Energy MCP: Risk & Policy

WHAT IT DOES

What generate_proposal does on Merlin Energy

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

WHY IT NEEDS A POLICY

Why generate_proposal needs a policy

The tool creates and generates proposal documents for prospects, which constitutes data creation/writing. The severity is medium because: (1) proposals are business documents that commit sales/commercial intent but don't directly move money or irreversibly delete data; (2) misuse could generate misleading or unauthorized proposals, damaging business relationships and credibility; (3) effects are reversible…

From the tool's definition Tool description states it 'Generate[s] a professional BESS proposal document for a prospect' with multiple format options. This creates new proposal documents (reversible artifacts).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

generate_proposal Rate-limited

generate_proposal 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": {
    "generate_proposal": {
      "limits": [
        {
          "counter": "generate_proposal_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 Merlin Energy, so you can run agents against it safely.

FAQ

Questions about generate_proposal

What does the generate_proposal tool do? +

Generate a professional BESS proposal document for a prospect. Formats: executive-summary, detailed-proposal, or one-pager. It is categorised as a Write tool in the Merlin Energy 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_proposal? +

Register the Merlin Energy MCP server in PolicyLayer and add a rule for generate_proposal: 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 Merlin Energy. Nothing to install.

What risk level is generate_proposal? +

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

Can I rate-limit generate_proposal? +

Yes. Add a rate_limit block to the generate_proposal 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_proposal completely? +

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

generate_proposal is provided by the Merlin Energy MCP server (ugobe007/merlin-mcp-agent). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.