# sf_create_path_assistant

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.

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

## Facts

- Tool: `sf_create_path_assistant`
- 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_path_assistant",
    "arguments": {}
  }
}
```

## 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 own 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."

## Use case

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.

## 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_path_assistant": {
      "limits": [
        {
          "counter": "sf_create_path_assistant_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