sf_get_flexcard

Retrieves the configuration of an OmniStudio FlexCard including its data source, fields, actions, states, and activation status.

SERVERSalesforce Metadata Mcp SOURCEsalesforce-metadata-mcp

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee 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-get-flexcard.md

WHAT IT DOES

What sf_get_flexcard does on Salesforce Metadata Mcp

AI agents call sf_get_flexcard 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.

RISK

Why sf_get_flexcard is rated Low

This tool performs a straightforward metadata query of an OmniStudio FlexCard configuration. It returns structural and state information without creating, modifying, deleting, or executing any changes. This is a pure read operation with minimal security risk—the worst case is disclosure of configuration details already accessible within the Salesforce instance.

From the tool's definition Tool description explicitly uses 'Retrieves' and lists retrieval of metadata properties (configuration, data source, fields, actions, states, activation status) with no mention of modification, deletion, or execution capabilities.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs sf_get_flexcard 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_get_flexcard, this is the rule to start with:

sf_get_flexcard Allowed

sf_get_flexcard is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "sf_get_flexcard": {}
  }
}

ALLOW ONLY 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_get_flexcard call is checked against it from then on.

FAQ

Questions about sf_get_flexcard

What does the sf_get_flexcard tool do? +

Retrieves the configuration of an OmniStudio FlexCard including its data source, fields, actions, states, and activation status. It is categorised as a Read tool in the Salesforce Metadata Mcp MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on sf_get_flexcard? +

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

sf_get_flexcard is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit sf_get_flexcard? +

Yes. Add a rate_limit block to the sf_get_flexcard 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_get_flexcard completely? +

Set action: deny in the PolicyLayer policy for sf_get_flexcard. 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_get_flexcard? +

sf_get_flexcard 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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