sf_create_email_template
Creates an HTML or text email template that can be used in Workflow Email Alerts, Approval Processes, or sent manually. Templates support merge fields like {!Account.Name} for personalization. Specify a folder path (e.g.,
This record as markdown: /tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-email-template.md
What sf_create_email_template does on Salesforce Metadata Mcp
AI agents use sf_create_email_template 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_email_template is rated Medium
This tool creates email templates, which is a reversible write operation that adds configuration data to Salesforce without executing code, deleting data, or moving money. The blast radius is medium because misconfigured templates could be used for phishing or spam, but the operation itself is not destructive or executable code.
From the tool's definition Tool name is 'sf_create_email_template' and description states 'Creates an HTML or text email template' - the verb 'Creates' indicates a write operation that adds a new artifact to Salesforce.
Attacks that exploit this kind of access
The rule that runs sf_create_email_template 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_email_template, this is the rule to start with:
sf_create_email_template 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_email_template call is checked against it from then on.
Questions about sf_create_email_template
Creates an HTML or text email template that can be used in Workflow Email Alerts, Approval Processes, or sent manually. Templates support merge fields like {!Account.Name} for personalization. Specify a folder path (e.g.,. 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_email_template: 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_email_template 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_email_template 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_email_template. 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_email_template 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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