sf_create_agent_planner

SERVERSalesforce Metadata Mcp SOURCEsalesforce-metadata-mcp

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/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-agent-planner.md

WHAT IT DOES

What sf_create_agent_planner does on Salesforce Metadata Mcp

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

RISK

Why sf_create_agent_planner is rated Medium

The tool creates and modifies Salesforce Agentforce agent configuration by establishing connections between agents and topics. While it can cause loss of topic associations if misused (by omitting topics), the primary operation is creation/modification of metadata objects rather than irreversible deletion. The 'REPLACES any existing planner' language indicates overwrite behavior rather than permanent deletion.

From the tool's definition Creates a GenAiPlanner that connects an Agentforce Agent to its Topics; the description states this 'REPLACES any existing planner, so omitting a topic removes it from the agent.' This is a configuration modification that creates or overwrites agent routing…

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_agent_planner safely

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

sf_create_agent_planner Rate-limited

sf_create_agent_planner 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": {
    "sf_create_agent_planner": {
      "limits": [
        {
          "counter": "sf_create_agent_planner_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 Salesforce Metadata Mcp, apply this rule, and every sf_create_agent_planner call is checked against it from then on.

FAQ

Questions about sf_create_agent_planner

What does the sf_create_agent_planner tool do? +

Creates a GenAiPlanner that connects an Agentforce Agent (Bot) to its Topics — STEP 4 (FINAL) of the agent setup sequence. Without this step the agent cannot route ANY request regardless of how many topics and actions were created. Also known as: linking topics to agent, connecting topics, finishing agent setup, wiring topics, registering topics. CRITICAL: topicNames must be the COMPLETE list of all topics — this REPLACES any existing planner, so omitting a topic removes it from the agent. When adding a new topic to an existing agent, include ALL previous topic names plus the new one. Only AFTER this step succeeds should you report completion to the user. It is categorised as a Write tool in the Salesforce Metadata Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on sf_create_agent_planner? +

Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_create_agent_planner: 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 Metadata Mcp. Nothing to install.

What risk level is sf_create_agent_planner? +

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

Can I rate-limit sf_create_agent_planner? +

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

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

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

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