# sf_create_agent_planner

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.

Agent View of the PolicyLayer registry record for `sf_create_agent_planner`. HTML page: https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-agent-planner

## Facts

- Tool: `sf_create_agent_planner`
- Server: Salesforce Metadata Mcp (`salesforce-metadata-mcp`) — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp.md
- Install: `npx -y salesforce-metadata-mcp`
- Homepage: https://github.com/semwalajay83-sem/salesforce-metadata-mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "sf_create_agent_planner",
    "arguments": {}
  }
}
```

## 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 own 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…"

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Salesforce Metadata Mcp:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "sf_create_agent_planner": {
      "limits": [
        {
          "counter": "sf_create_agent_planner_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Salesforce Metadata Mcp (212)

- `sf_bulk_delete_records` — Destructive — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-bulk-delete-records.md
- `sf_delete_record` — Destructive — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-delete-record.md
- `sf_delete_scratch_org` — Destructive — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-delete-scratch-org.md
- `sf_activate_omniscript` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-activate-omniscript.md
- `sf_create_apex_class` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-apex-class.md
- `sf_create_apex_test_class` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-apex-test-class.md
- `sf_create_apex_trigger` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-apex-trigger.md
- `sf_create_flow` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-flow.md
- `sf_create_scheduled_job` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-scheduled-job.md
- `sf_create_scratch_org` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-scratch-org.md
- `sf_deactivate_flow` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-deactivate-flow.md
- `sf_deploy_metadata` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-deploy-metadata.md
- `sf_devops_promote_work_item` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-devops-promote-work-item.md
- `sf_execute_anonymous_apex` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-execute-anonymous-apex.md
- `sf_install_package` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-install-package.md
- `sf_promote_devops_work_item` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-promote-devops-work-item.md
- `sf_run_apex_tests` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-run-apex-tests.md
- `sf_send_email` — Execute — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-send-email.md
- `sf_check_code_coverage` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-check-code-coverage.md
- `sf_check_deploy_status` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-check-deploy-status.md
- `sf_check_devops_commit_status` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-check-devops-commit-status.md
- `sf_detect_devops_merge_conflict` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-detect-devops-merge-conflict.md
- `sf_explore_slds_blueprints` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-explore-slds-blueprints.md
- `sf_export_omnistudio_component` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-export-omnistudio-component.md
- `sf_export_records` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-export-records.md
- `sf_get_apex_test_results` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-get-apex-test-results.md
- `sf_get_dataraptor` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-get-dataraptor.md
- `sf_get_deployment_history` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-get-deployment-history.md
- `sf_get_event_logs` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-get-event-logs.md
- `sf_get_field_history` — Read — https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-get-field-history.md
- …and 182 more: https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=io-github-semwalajay83-sem-salesforce-metadata-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/io-github-semwalajay83-sem-salesforce-metadata-mcp