# sf_create_matching_rule

Creates a Matching Rule used by Duplicate Rules to detect potential duplicate records. Define which fields to match on and which matching algorithm to use (Exact, FirstName, LastName, Company, Email, Phone, etc.). Must be created before creating a Duplicate Rule that references it.

Agent View of the PolicyLayer registry record for `sf_create_matching_rule`. HTML page: https://policylayer.com/tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-create-matching-rule

## Facts

- Tool: `sf_create_matching_rule`
- 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_matching_rule",
    "arguments": {}
  }
}
```

## Why sf_create_matching_rule is rated Medium

This tool creates new matching rule metadata in Salesforce. While it modifies the system configuration, it is reversible (the rule can be deleted or modified later) and does not destroy data or execute arbitrary code. It falls squarely into the Write category as a create operation.

From the tool's own definition: "Creates a Matching Rule - the tool description explicitly states 'Creates a Matching Rule', which is a create operation that adds new metadata configuration to Salesforce without removing existing data."

## Use case

AI agents use sf_create_matching_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.

## 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_matching_rule": {
      "limits": [
        {
          "counter": "sf_create_matching_rule_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