sf_create_duplicate_rule

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-duplicate-rule.md

WHAT IT DOES

What sf_create_duplicate_rule does on Salesforce Metadata Mcp

AI agents use sf_create_duplicate_rule 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_duplicate_rule is rated Medium

This tool creates new configuration objects (Duplicate Rules) in Salesforce, which are reversible changes. It does not execute arbitrary code, delete data, or move money. The severity is medium because misconfigured duplicate rules could impact data quality workflows or block legitimate record creation, affecting business processes.

From the tool's definition Creates a Duplicate Rule; modifies Salesforce configuration by establishing new duplicate detection settings that can block or allow record saves.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_duplicate_rule 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_duplicate_rule, this is the rule to start with:

sf_create_duplicate_rule Rate-limited

sf_create_duplicate_rule 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_duplicate_rule": {
      "limits": [
        {
          "counter": "sf_create_duplicate_rule_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_duplicate_rule call is checked against it from then on.

FAQ

Questions about sf_create_duplicate_rule

What does the sf_create_duplicate_rule tool do? +

Creates a Duplicate Rule that uses Matching Rules to detect potential duplicates when records are saved. Can block duplicates, allow with a warning, or allow silently. Works for Leads, Contacts, Accounts, and custom objects. Requires existing Matching Rules. 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_duplicate_rule? +

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

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

Can I rate-limit sf_create_duplicate_rule? +

Yes. Add a rate_limit block to the sf_create_duplicate_rule 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_duplicate_rule completely? +

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

sf_create_duplicate_rule 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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