get_opportunities

Get opportunities from Salesforce pipeline

Server Mcp Salesforce @snokam/mcp-salesforce
Category Read
Risk class Low
Parameters 00 required

What get_opportunities does on Mcp Salesforce

AI agents call get_opportunities to retrieve information from Mcp Salesforce without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_opportunities needs a policy

This tool queries Salesforce to fetch opportunities data. It is purely a retrieval operation with no side effects, irreversibility, or financial impact. The sibling tools (get_account, search_contacts, soql_query) reinforce that this server provides data access patterns. Read operations have minimal risk as they expose existing data without changing state.

From the tool's definition 'Get opportunities from Salesforce pipeline' retrieves opportunity records; no modification, deletion, or execution of external operations implied.

Questions about get_opportunities

What does the get_opportunities tool do? +

Get opportunities from Salesforce pipeline. It is categorised as a Read tool in the Mcp Salesforce MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_opportunities? +

Register the Mcp Salesforce MCP server in PolicyLayer and add a rule for get_opportunities: 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 Mcp Salesforce. Nothing to install.

What risk level is get_opportunities? +

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

Can I rate-limit get_opportunities? +

Yes. Add a rate_limit block to the get_opportunities 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 get_opportunities completely? +

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

get_opportunities is provided by the Mcp Salesforce MCP server (@snokam/mcp-salesforce). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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