sf_create_business_process
Creates a Business Process for Opportunity (Stage values), Lead (Status values), Case (Status values), or Solution (Status values). Business Processes define which picklist values are available for a given Record Type. Must be created before assigning to a Record Type.
This record as markdown: /tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-business-process.md
What sf_create_business_process does on Salesforce Metadata Mcp
AI agents use sf_create_business_process 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.
Why sf_create_business_process is rated Medium
This tool creates new business process metadata artifacts that define picklist values and workflow stages for record types. While it modifies the Salesforce org configuration, the action is reversible (business processes can be deleted or modified). It does not destroy data irreversibly, execute arbitrary code, or move money.
From the tool's definition Tool description states it 'Creates a Business Process' — a reversible creation operation that adds new metadata configuration to Salesforce. The description explicitly uses the word 'Creates', which is a Write action.
Attacks that exploit this kind of access
The rule that runs sf_create_business_process 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_business_process, this is the rule to start with:
sf_create_business_process 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Salesforce Metadata Mcp, apply this rule, and every sf_create_business_process call is checked against it from then on.
Questions about sf_create_business_process
Creates a Business Process for Opportunity (Stage values), Lead (Status values), Case (Status values), or Solution (Status values). Business Processes define which picklist values are available for a given Record Type. Must be created before assigning to a Record Type. 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.
Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_create_business_process: 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.
sf_create_business_process 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 sf_create_business_process 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 sf_create_business_process. 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.
sf_create_business_process 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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