sf_create_flexcard

Creates an OmniStudio FlexCard (OmniUiCard metadata type). FlexCards display contextual data on Lightning pages and Experience Cloud sites. A FlexCard defines: - A data source (SOQL query, DataRaptor, Integration Procedure, Apex, or None) - Fields to display from the data source - Actions the use...

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-flexcard.md

What sf_create_flexcard does on Salesforce Metadata Mcp

AI agents use sf_create_flexcard 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_flexcard is rated Medium

This tool creates new metadata objects (FlexCards) in Salesforce, which is a reversible write operation. It does not execute arbitrary code, delete data, or move money. While FlexCards can include actions that trigger flows or scripts, the tool itself only defines and creates the card structure. The metadata can be deleted or modified later, making it Write rather than Destructive.

From the tool's definition Tool 'Creates an OmniStudio FlexCard' and description states 'The card is created in inactive state' — this is a creation operation that adds new metadata to Salesforce. The function modifies the system by introducing a new component.

Questions about sf_create_flexcard

What does the sf_create_flexcard tool do? +

Creates an OmniStudio FlexCard (OmniUiCard metadata type). FlexCards display contextual data on Lightning pages and Experience Cloud sites. A FlexCard defines: - A data source (SOQL query, DataRaptor, Integration Procedure, Apex, or None) - Fields to display from the data source - Actions the user can take (navigate, launch OmniScript, open URL, start Flow) - States (card variations based on data conditions) The card is created in inactive state. Use sf_activate_flexcard to activate it after creation. dataSourceType options: - SOQL: provide a dataSourceName with a SOQL query string - DataRaptor: provide the DataRaptor interface name - IntegrationProcedure: provide the Integration Procedure key (Type_SubType) - Apex: provide the Apex class name - None: no data source (static card). 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_flexcard? +

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

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

Can I rate-limit sf_create_flexcard? +

Yes. Add a rate_limit block to the sf_create_flexcard 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_flexcard completely? +

Set action: deny in the PolicyLayer policy for sf_create_flexcard. 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_flexcard? +

sf_create_flexcard 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.

More on Salesforce Metadata, and thousands of servers like it.

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