sf_create_next_best_action

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-next-best-action.md

WHAT IT DOES

What sf_create_next_best_action does on Salesforce Metadata Mcp

AI agents use sf_create_next_best_action 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_next_best_action is rated Medium

This tool creates new metadata objects (RecommendationStrategy) that configure recommendation logic in Salesforce. While not destructive (the action is reversible via metadata deletion/version control), it modifies system configuration and could affect customer-facing recommendations, agent workflows, and business logic if misconfigured by an AI agent.

From the tool's definition Creates a Next Best Action (NBA) recommendation strategy (RecommendationStrategy metadata type). The verb 'Creates' and mention of 'metadata type' indicate this tool adds or registers new recommendation strategy objects in Salesforce.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_next_best_action 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_next_best_action, this is the rule to start with:

sf_create_next_best_action Rate-limited

sf_create_next_best_action 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_next_best_action": {
      "limits": [
        {
          "counter": "sf_create_next_best_action_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_next_best_action call is checked against it from then on.

FAQ

Questions about sf_create_next_best_action

What does the sf_create_next_best_action tool do? +

Creates a Next Best Action (NBA) recommendation strategy (RecommendationStrategy metadata type). NBA strategies surface contextual recommendations to agents and customers on record pages, communities, and chatbots. A strategy defines: - contextObjectApiName: the record type that provides context (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_next_best_action? +

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

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

Can I rate-limit sf_create_next_best_action? +

Yes. Add a rate_limit block to the sf_create_next_best_action 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_next_best_action completely? +

Set action: deny in the PolicyLayer policy for sf_create_next_best_action. 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_next_best_action? +

sf_create_next_best_action 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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