sf_create_document_generation

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-document-generation.md

WHAT IT DOES

What sf_create_document_generation does on Salesforce Metadata Mcp

AI agents use sf_create_document_generation 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_document_generation is rated Medium

This tool creates and stores new configuration metadata in Salesforce. It is reversible (configurations can be deleted or modified), so it falls under Write rather than Destructive.

From the tool's definition Creates an OmniStudio Document Generation configuration (OmniDocumentGenerationConfig metadata type) that links a document template to a data source.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_document_generation 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_document_generation, this is the rule to start with:

sf_create_document_generation Rate-limited

sf_create_document_generation 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_document_generation": {
      "limits": [
        {
          "counter": "sf_create_document_generation_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_document_generation call is checked against it from then on.

FAQ

Questions about sf_create_document_generation

What does the sf_create_document_generation tool do? +

Creates an OmniStudio Document Generation configuration (OmniDocumentGenerationConfig metadata type) that links a document template to a data source for automated document creation. templateName: unique API name for the document generation config label: display label objectApiName: the Salesforce object this template generates documents for templateType: Word, PDF, or Excel (default: Word) dataSourceType: DataRaptor or IntegrationProcedure (default: DataRaptor) dataSourceName: API name of the DataRaptor or Integration Procedure to use for data description: optional description. 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_document_generation? +

Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_create_document_generation: 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_document_generation? +

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

Can I rate-limit sf_create_document_generation? +

Yes. Add a rate_limit block to the sf_create_document_generation 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_document_generation completely? +

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

sf_create_document_generation 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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