sf_create_report

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-report.md

WHAT IT DOES

What sf_create_report does on Salesforce Metadata Mcp

AI agents use sf_create_report 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_report is rated Medium

This tool creates new report metadata objects in Salesforce. Creating reports is a reversible operation (reports can be modified, moved, or deleted afterward), which classifies it as Write rather than Execute or Destructive.

From the tool's definition Tool description states 'Creates a Salesforce Report' — the verb 'Creates' indicates data creation. Reports are persistent metadata objects in Salesforce that can be modified or deleted later, making this a reversible Write operation rather than an…

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_create_report 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_report, this is the rule to start with:

sf_create_report Rate-limited

sf_create_report 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_report": {
      "limits": [
        {
          "counter": "sf_create_report_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_report call is checked against it from then on.

FAQ

Questions about sf_create_report

What does the sf_create_report tool do? +

Creates a Salesforce Report using the Report metadata type. Supports Tabular, Summary, Matrix, and Joined formats. Specify the report type (e.g., Accounts, Opportunities), columns to display, and optional filters. Reports are created in the specified folder or your personal folder by default. 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_report? +

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

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

Can I rate-limit sf_create_report? +

Yes. Add a rate_limit block to the sf_create_report 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_report completely? +

Set action: deny in the PolicyLayer policy for sf_create_report. 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_report? +

sf_create_report 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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