daylite_create_opportunity · Daylite Claude Connector MCP

WHAT IT DOES

What daylite_create_opportunity does on Daylite Claude Connector

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

WHY IT NEEDS A POLICY

Why daylite_create_opportunity needs a policy

This tool creates a new sales opportunity record in Daylite CRM, which is a reversible write operation. It does not execute arbitrary code, delete data, or move money. The blast radius is medium because incorrect opportunity creation could clutter the CRM and require cleanup, but the action can be undone.

From the tool's definition Tool name 'daylite_create_opportunity' and description 'Neue Verkaufschance in Daylite anlegen' (Create new sales opportunity in Daylite) indicate creation of a new business object in a CRM system.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

daylite_create_opportunity Rate-limited

daylite_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": {
    "daylite_create_opportunity": {
      "limits": [
        {
          "counter": "daylite_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 Daylite Claude Connector, so you can run agents against it safely.

FAQ

Questions about daylite_create_opportunity

What does the daylite_create_opportunity tool do? +

Neue Verkaufschance in Daylite anlegen. It is categorised as a Write tool in the Daylite Claude Connector MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on daylite_create_opportunity? +

Register the Daylite Claude Connector MCP server in PolicyLayer and add a rule for daylite_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 Daylite Claude Connector. Nothing to install.

What risk level is daylite_create_opportunity? +

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

Can I rate-limit daylite_create_opportunity? +

Yes. Add a rate_limit block to the daylite_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 daylite_create_opportunity completely? +

Set action: deny in the PolicyLayer policy for daylite_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 daylite_create_opportunity? +

daylite_create_opportunity is provided by the Daylite Claude Connector MCP server (wimwoeber/daylite-claude-connector). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.