salesforce_convert_lead

Convert a lead into Account + Contact, and optionally an Opportunity. Required: lead_id. Optional: create_opportunity, opportunity_name.

SERVERFreshdesk SOURCE@mindstone-engineering/mcp-server-freshdesk

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/freshdesk/salesforce-convert-lead.md

WHAT IT DOES

What salesforce_convert_lead does on Freshdesk

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

RISK

Why salesforce_convert_lead is rated Medium

The tool creates multiple new records in Salesforce (Account, Contact, and optionally Opportunity) rather than retrieving data. This is a Write operation that makes permanent but reversible changes to the database. While the records could theoretically be deleted, lead conversion is a standard business process that transforms a lead record into customer-related entities, making it primarily a Create/Write action.

From the tool's definition "Convert a lead into Account + Contact, and optionally an Opportunity." This tool creates new records (Account, Contact, Opportunity) in Salesforce, modifying the CRM's data structure.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs salesforce_convert_lead safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Freshdesk, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For salesforce_convert_lead, this is the rule to start with:

salesforce_convert_lead Rate-limited

salesforce_convert_lead 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": {
    "salesforce_convert_lead": {
      "limits": [
        {
          "counter": "salesforce_convert_lead_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Freshdesk, apply this rule, and every salesforce_convert_lead call is checked against it from then on.

FAQ

Questions about salesforce_convert_lead

What does the salesforce_convert_lead tool do? +

Convert a lead into Account + Contact, and optionally an Opportunity. Required: lead_id. Optional: create_opportunity, opportunity_name. It is categorised as a Write tool in the Freshdesk MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on salesforce_convert_lead? +

Register the Freshdesk MCP server in PolicyLayer and add a rule for salesforce_convert_lead: 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 Freshdesk. Nothing to install.

What risk level is salesforce_convert_lead? +

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

Can I rate-limit salesforce_convert_lead? +

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

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

salesforce_convert_lead is provided by the Freshdesk MCP server (@mindstone-engineering/mcp-server-freshdesk). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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