# sf_create_document_generation 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 Agent View of the PolicyLayer registry record for `sf_create_document_generation`. HTML page: https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-document-generation ## Facts - Tool: `sf_create_document_generation` - 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_document_generation", "arguments": {} } } ``` ## 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 own definition: "Creates an OmniStudio Document Generation configuration (OmniDocumentGenerationConfig metadata type) that links a document template to a data source." ## Use case 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. ## 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_document_generation": { "limits": [ { "counter": "sf_create_document_generation_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