Create an opportunity. Required: name, stage_name, close_date (YYYY-MM-DD). Optional: amount, related_account_id, description, fields.
AI agents use salesforce_create_opportunity to create or update resources in Apple Shortcuts — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Apple Shortcuts environment.
This tool creates new Salesforce opportunity records, which are reversible write operations. While opportunities involve financial data and sales pipeline management, the tool itself does not move money or commit financial obligations—it only creates records that represent potential deals.
From the tool's definition Tool description explicitly states "Create an opportunity" with required parameters (name, stage_name, close_date) and optional fields including amount and related_account_id.
Documented attack patterns abuse exactly the kind of access salesforce_create_opportunity gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Apple Shortcuts, and nothing reaches the server without passing your rules. This is the rule we recommend for salesforce_create_opportunity:
{
"version": "1",
"default": "deny",
"tools": {
"salesforce_create_opportunity": {
"limits": [
{
"counter": "salesforce_create_opportunity_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}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.
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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 Apple Shortcuts MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Apple Shortcuts 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 Apple Shortcuts. Nothing to install.
salesforce_create_opportunity is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
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.
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.
salesforce_create_opportunity is provided by the Apple Shortcuts MCP server (@mindstone/mcp-server-apple-shortcuts). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Start from Apple Shortcuts, 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.
423 Apple Shortcuts tools catalogued and risk-classified — across an index of 43,000+ MCP servers.