sf_create_price_book
Creates a Pricebook2 record and optionally adds products with pricing via PricebookEntry records. Price books define the prices for your products. Each org has one standard price book; additional custom price books can be used for different customer segments or regions. name: price book name isAc...
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What sf_create_price_book does on Salesforce Metadata Mcp
AI agents use sf_create_price_book 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.
Why sf_create_price_book is rated Medium
This tool creates and modifies pricing data in Salesforce by establishing price books and associated product pricing entries. While this is reversible (records can be updated or deleted later), it directly affects financial data structures that influence transactions and customer billing.
From the tool's definition Creates a Pricebook2 record and optionally adds products with pricing via PricebookEntry records. Price books define the prices for your products.
Attacks that exploit this kind of access
The rule that runs sf_create_price_book 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_price_book, this is the rule to start with:
sf_create_price_book 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Salesforce Metadata Mcp, apply this rule, and every sf_create_price_book call is checked against it from then on.
Questions about sf_create_price_book
Creates a Pricebook2 record and optionally adds products with pricing via PricebookEntry records. Price books define the prices for your products. Each org has one standard price book; additional custom price books can be used for different customer segments or regions. name: price book name isActive: whether the price book is active isStandard: true only for the standard price book currencyIsoCode: ISO currency code (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.
Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_create_price_book: 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.
sf_create_price_book is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the sf_create_price_book 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.
Set action: deny in the PolicyLayer policy for sf_create_price_book. 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.
sf_create_price_book 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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