Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records. NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead. This tool handles: 1...
AI agents call salesforce_aggregate_query to retrieve information from Salesforce MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool executes read-only SOQL aggregate queries against Salesforce. SOQL is a query language that retrieves data without modifying it. Aggregate functions like COUNT, SUM, AVG, MIN, MAX are purely analytical/read operations. There is no indication of DML operations (insert, update, delete, upsert) which are handled by the separate salesforce_dml_records tool.
From the tool's definition Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis... queries that summarize and group data rather than returning individual records
Attacks that exploit this kind of access
Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records. NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead. This tool handles: 1. GROUP BY queries (single/multiple fields, related objects, date functions) 2. Aggregate functions: COUNT(), COUNT_DISTINCT(), SUM(), AVG(), MIN(), MAX() 3. HAVING clauses for filtering grouped results 4. Date/time grouping: CALENDAR_YEAR(), CALENDAR_MONTH(), CALENDAR_QUARTER(), FISCAL_YEAR(), FISCAL_QUARTER() Examples: 1. Count opportunities by stage: - objectName:. It is categorised as a Read tool in the Salesforce MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for salesforce_aggregate_query: 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 MCP Server. Nothing to install.
salesforce_aggregate_query 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 salesforce_aggregate_query 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 salesforce_aggregate_query. 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.
salesforce_aggregate_query is provided by the Salesforce MCP Server MCP server (jeresalguero30/mcp-server-salesforce). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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