# sf_upsert_record

Creates or updates a Salesforce record using an External ID field for matching. If a record with the given external ID value exists, it is updated; otherwise a new record is created. objectApiName: the SObject API name (e.g.

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

## Facts

- Tool: `sf_upsert_record`
- 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_upsert_record",
    "arguments": {}
  }
}
```

## Why sf_upsert_record is rated Medium

This tool creates or modifies Salesforce records reversibly. Both creation and updates are Write operations—data is added or changed but not irreversibly destroyed. The high severity reflects that upsert operations on a CRM system can affect critical business data (customer records, opportunities, accounts), potentially impacting business processes and financial outcomes, though the operation itself is reversible…

From the tool's own definition: "sf_upsert_record: 'Creates or updates a Salesforce record using an External ID field for matching. If a record with the given external ID value exists, it is updated; otherwise a new record is created.'"

## Use case

AI agents use sf_upsert_record 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_upsert_record": {
      "limits": [
        {
          "counter": "sf_upsert_record_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