daylite_update_opportunity · Daylite Claude Connector MCP

WHAT IT DOES

What daylite_update_opportunity does on Daylite Claude Connector

AI agents use daylite_update_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_update_opportunity needs a policy

The tool modifies an existing opportunity record in Daylite CRM—a business-critical sales object. This is reversible (can be undone by updating again) but impacts business data. Severity is medium rather than low because opportunities represent potential revenue in a CRM system, and unauthorized updates could affect deal tracking and forecasting.

From the tool's definition Tool name 'daylite_update_opportunity' and description 'Bestehende Verkaufschance aktualisieren' (update existing sales opportunity) indicate modification of existing data.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

daylite_update_opportunity Rate-limited

daylite_update_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_update_opportunity": {
      "limits": [
        {
          "counter": "daylite_update_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_update_opportunity

What does the daylite_update_opportunity tool do? +

Bestehende Verkaufschance aktualisieren. 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_update_opportunity? +

Register the Daylite Claude Connector MCP server in PolicyLayer and add a rule for daylite_update_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_update_opportunity? +

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

Can I rate-limit daylite_update_opportunity? +

Yes. Add a rate_limit block to the daylite_update_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_update_opportunity completely? +

Set action: deny in the PolicyLayer policy for daylite_update_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_update_opportunity? +

daylite_update_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.