salesforce_create_opportunity

Create an opportunity. Required: name, stage_name, close_date (YYYY-MM-DD). Optional: amount, related_account_id, description, fields.

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-create-opportunity.md

WHAT IT DOES

What salesforce_create_opportunity does on Freshdesk

AI agents use salesforce_create_opportunity 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_create_opportunity is rated Medium

This tool creates new records in Salesforce that represent potential sales opportunities. While creation is reversible (opportunities can be deleted), the impact is high because: (1) it modifies critical business data used for sales forecasting and pipeline management, (2) an AI agent could create numerous false opportunities that pollute data quality, (3) the optional 'amount' field suggests this tracks financial…

From the tool's definition Tool description states 'Create an opportunity' with required fields (name, stage_name, close_date) and optional financial field (amount).

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs salesforce_create_opportunity 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_create_opportunity, this is the rule to start with:

salesforce_create_opportunity Rate-limited

salesforce_create_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": {
    "salesforce_create_opportunity": {
      "limits": [
        {
          "counter": "salesforce_create_opportunity_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_create_opportunity call is checked against it from then on.

FAQ

Questions about salesforce_create_opportunity

What does the salesforce_create_opportunity tool do? +

Create an opportunity. Required: name, stage_name, close_date (YYYY-MM-DD). Optional: amount, related_account_id, description, fields. 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_create_opportunity? +

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

What risk level is salesforce_create_opportunity? +

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

Can I rate-limit salesforce_create_opportunity? +

Yes. Add a rate_limit block to the salesforce_create_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 salesforce_create_opportunity completely? +

Set action: deny in the PolicyLayer policy for salesforce_create_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 salesforce_create_opportunity? +

salesforce_create_opportunity 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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