sf_create_path_assistant

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-path-assistant.md

WHAT IT DOES

What sf_create_path_assistant does on Salesforce Metadata Mcp

AI agents use sf_create_path_assistant 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_path_assistant is rated Medium

The tool creates new metadata artifacts (Path Assistants) and activates them, which are reversible configuration changes. This is Write rather than Execute because it doesn't run arbitrary code or trigger dynamic operations — it defines static metadata. Severity is high because misconfigured sales paths could mislead users into incorrect business processes, affecting deal flow and revenue visibility.

From the tool's definition Tool 'Creates a Path Assistant' for Salesforce objects; description states it 'Define[s] path items' and 'Activate[s] the path to make it visible to users' — these are creation and activation operations that modify Salesforce org configuration.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_path_assistant 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_path_assistant, this is the rule to start with:

sf_create_path_assistant Rate-limited

sf_create_path_assistant 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_path_assistant": {
      "limits": [
        {
          "counter": "sf_create_path_assistant_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_path_assistant call is checked against it from then on.

FAQ

Questions about sf_create_path_assistant

What does the sf_create_path_assistant tool do? +

Creates a Path Assistant (Sales Path or Kanban path) for a Salesforce object picklist field via the Metadata API. Define path items for each picklist value with optional guidance text, info titles, and key fields to highlight at each stage. Activate the path to make it visible to users. 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_path_assistant? +

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

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

Can I rate-limit sf_create_path_assistant? +

Yes. Add a rate_limit block to the sf_create_path_assistant 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_path_assistant completely? +

Set action: deny in the PolicyLayer policy for sf_create_path_assistant. 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_path_assistant? +

sf_create_path_assistant 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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