sf_create_forecast_hierarchy

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-forecast-hierarchy.md

WHAT IT DOES

What sf_create_forecast_hierarchy does on Salesforce Metadata Mcp

AI agents use sf_create_forecast_hierarchy 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_forecast_hierarchy is rated Medium

This tool creates or modifies access control and management relationships within Salesforce by establishing forecast manager assignments. While reversible (hence Write rather than Destructive), it grants a user supervisory access over another user's forecasts with explicit override capabilities ('adjust forecasts').

From the tool's definition 'Configures a Collaborative Forecasting hierarchy entry by assigning a user as a forecast manager for another user.' The tool creates/modifies organizational hierarchy configurations that assign access and override permissions for forecasting data.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_forecast_hierarchy 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_forecast_hierarchy, this is the rule to start with:

sf_create_forecast_hierarchy Rate-limited

sf_create_forecast_hierarchy 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_forecast_hierarchy": {
      "limits": [
        {
          "counter": "sf_create_forecast_hierarchy_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_forecast_hierarchy call is checked against it from then on.

FAQ

Questions about sf_create_forecast_hierarchy

What does the sf_create_forecast_hierarchy tool do? +

Configures a Collaborative Forecasting hierarchy entry by assigning a user as a forecast manager for another user. Forecast managers can view and adjust forecasts for their reports. managerUsername: username of the forecast manager reporteeUsername: username of the user being managed forecastingType: the forecasting type DeveloperName (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.

How do I enforce a policy on sf_create_forecast_hierarchy? +

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

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

Can I rate-limit sf_create_forecast_hierarchy? +

Yes. Add a rate_limit block to the sf_create_forecast_hierarchy 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_forecast_hierarchy completely? +

Set action: deny in the PolicyLayer policy for sf_create_forecast_hierarchy. 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_forecast_hierarchy? +

sf_create_forecast_hierarchy 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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