sf_export_records
Exports Salesforce records as CSV data using a SOQL query. Useful for data extraction, backup, or analysis. soql: the SOQL query to run (SELECT fields FROM Object WHERE ...) includeHeader: include column headers in the CSV output (default: true) maxRecords: maximum records to export (default: 500...
This record as markdown: /tools/io-github-semwalajay83-sem-salesforce-metadata-mcp/sf-export-records.md
What sf_export_records does on Salesforce Metadata Mcp
AI agents call sf_export_records to retrieve information from Salesforce Metadata Mcp without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Why sf_export_records is rated Low
This tool executes a SOQL SELECT query and returns data as CSV — a read/query operation with no side effects. Severity is medium because it can exfiltrate up to 50,000 records per call across any Salesforce object, potentially exposing sensitive business or personal data at scale if misused by an AI agent.
From the tool's definition Exports Salesforce records as CSV data using a SOQL query. Useful for data extraction, backup, or analysis.
Attacks that exploit this kind of access
The rule that runs sf_export_records 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_export_records, this is the rule to start with:
sf_export_records is read-only, so it stays allowed. 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_export_records call is checked against it from then on.
Questions about sf_export_records
Exports Salesforce records as CSV data using a SOQL query. Useful for data extraction, backup, or analysis. soql: the SOQL query to run (SELECT fields FROM Object WHERE ...) includeHeader: include column headers in the CSV output (default: true) maxRecords: maximum records to export (default: 50000 — use Bulk API for larger datasets) Returns the CSV content as a string. For very large exports (>50k records), use sf_bulk_import_records with operation=. It is categorised as a Read tool in the Salesforce Metadata Mcp MCP Server, which means it retrieves data without modifying state.
Register the Salesforce Metadata MCP server in PolicyLayer and add a rule for sf_export_records: 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_export_records is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the sf_export_records 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_export_records. 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_export_records 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.
More on Salesforce Metadata, and thousands of servers like it.
This server
Across the catalogue