query_records

Query records from a SINGLE Salesforce object using structured field conditions. Use this for precise queries on ONE object with specific field criteria (e.g., Status =

ServerSalesforce MCP Server
CategoryRead

How to control query_records ↓

WHAT IT DOES

What query_records does on Salesforce MCP Server

AI agents call query_records to retrieve information from Salesforce MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

THE RISK

Low Risk

Why query_records needs a policy

This tool performs data retrieval only—querying Salesforce records based on field criteria. The description explicitly indicates querying/retrieving data with no mention of creating, modifying, deleting, or executing code. This is a standard Read operation.

From the tool's definition Tool name 'query_records' and description states it 'Query records from a SINGLE Salesforce object' with 'field conditions' and 'precise queries' on structured data retrieval without modification capability indicated.

Documented attack patterns abuse exactly the kind of access query_records gives an agent:

POLICY

How to control query_records

PolicyLayer is an MCP gateway — it sits between your AI agents and Salesforce MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for query_records:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "query_records": {}
  }
}

query_records is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register Salesforce MCP Server — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More Salesforce MCP Server tools

Destructive clear_default_org Clear the default target org from the Salesforce CLI configuration. After clearing, all to Destructive delete_record Delete a record from a Salesforce org using the REST API. Permanently removes the specifie Destructive package_uninstall Uninstall a second-generation package from the target org. Specify the package ID (starts Destructive logout Log out of a Salesforce org. Use targetOrg to logout of a specific org, or set all to true Execute deploy_start Deploy metadata to Salesforce org with test execution options. Execute execute_anonymous_apex Execute Apex code in a Salesforce Org. This command allows you to run Apex code directly a Execute run_apex_tests Run Apex tests in a Salesforce Org. This command allows you to execute unit tests with var Execute run_code_analyzer Analyze code for quality and security issues. Run list_code_analyzer_rules first to select

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Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about query_records

What does the query_records tool do? +

Query records from a SINGLE Salesforce object using structured field conditions. Use this for precise queries on ONE object with specific field criteria (e.g., Status =. It is categorised as a Read tool in the Salesforce MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on query_records? +

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

What risk level is query_records? +

query_records is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit query_records? +

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

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

query_records is provided by the Salesforce MCP Server MCP server (advancedcommunities/salesforce-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Salesforce MCP Server tool call.

Start from Salesforce MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →

Free to start. No card required.

41 Salesforce MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.