Low Risk

query_records_to_file

Query records from a Salesforce SObject and save to a file. This command allows you to execute a SOQL query against a specified Salesforce SObject in a given Org and save the results to a file. You can specify the SELECT clause (fields, functions like COUNT(), aggregations, etc.), an optional WHE...

How to control query_records_to_file ↓

What query_records_to_file does on Salesforce MCP Server

AI agents call query_records_to_file 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.

Low Risk

Why query_records_to_file needs a policy

The tool performs data retrieval via SOQL query (SELECT clause with optional WHERE) and exports results to a file. While it interacts with Salesforce data, it has no side effects—it does not modify, delete, or execute code. File export is a read operation.

From the tool's definition Query records from a Salesforce SObject and save to a file. This command allows you to execute a SOQL query against a specified Salesforce SObject...save the results to a file.

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

How to control query_records_to_file

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_to_file:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "query_records_to_file": {}
  }
}

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

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

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Questions about query_records_to_file

What does the query_records_to_file tool do? +

Query records from a Salesforce SObject and save to a file. This command allows you to execute a SOQL query against a specified Salesforce SObject in a given Org and save the results to a file. You can specify the SELECT clause (fields, functions like COUNT(), aggregations, etc.), an optional WHERE clause, and save the results in various formats. The results can be saved in CSV format by default, or in other formats if specified. IMPORTANT: Always execute the. 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_to_file? +

Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for query_records_to_file: 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_to_file? +

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

Can I rate-limit query_records_to_file? +

Yes. Add a rate_limit block to the query_records_to_file 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_to_file completely? +

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

query_records_to_file 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.

Free to start. No card required.

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

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