create_invoice · Cliniko MCP Server MCP: Risk & Policy

WHAT IT DOES

What create_invoice does on Cliniko MCP Server

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

WHY IT NEEDS A POLICY

Why create_invoice needs a policy

The tool creates invoices in a medical practice management system. While 'create' typically falls under Write (reversible data creation), invoices represent financial obligations and billing records. However, without evidence that this tool commits actual payments or financial transactions (only creates invoice records), it is classified as Write rather than Financial.

From the tool's definition Tool named 'create_invoice' in a practice management system (Cliniko). The name 'create' indicates write operation (creates data reversibly).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_invoice Rate-limited

create_invoice 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": {
    "create_invoice": {
      "limits": [
        {
          "counter": "create_invoice_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 Cliniko MCP Server, so you can run agents against it safely.

FAQ

Questions about create_invoice

What does the create_invoice tool do? +

create_invoice. It is categorised as a Write tool in the Cliniko 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 create_invoice? +

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

What risk level is create_invoice? +

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

Can I rate-limit create_invoice? +

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

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

create_invoice is provided by the Cliniko MCP Server MCP server (yasboop/new-cliniko-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.