convert_lead_to_opportunity · Salesforce MCP Server MCP

WHAT IT DOES

What convert_lead_to_opportunity does on Salesforce MCP Server

AI agents use convert_lead_to_opportunity to create or update resources in Salesforce MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce MCP Server environment.

WHY IT NEEDS A POLICY

Why convert_lead_to_opportunity needs a policy

Converting a lead to an opportunity in Salesforce is a significant write operation that creates new records (opportunity, contact, account) and changes the lead's status to converted. It is reversible in principle (records can be deleted afterward) but has broad side effects across multiple objects. Classified as Write rather than Execute because it is a well-defined CRM workflow action, not arbitrary code execution.

From the tool's definition Tool name 'convert_lead_to_opportunity' — description is empty and uninformative.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

convert_lead_to_opportunity Rate-limited

convert_lead_to_opportunity stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "convert_lead_to_opportunity": {
      "limits": [
        {
          "counter": "convert_lead_to_opportunity_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Salesforce MCP Server, so you can run agents against it safely.

FAQ

Questions about convert_lead_to_opportunity

What does the convert_lead_to_opportunity tool do? +

convert_lead_to_opportunity. It is categorised as a Write tool in the Salesforce MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on convert_lead_to_opportunity? +

Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for convert_lead_to_opportunity: 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.

What risk level is convert_lead_to_opportunity? +

convert_lead_to_opportunity is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit convert_lead_to_opportunity? +

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

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

convert_lead_to_opportunity is provided by the Salesforce MCP Server MCP server (obot-platform/salesforce-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.