create_case · Salesforce MCP Server MCP: Risk & Policy

WHAT IT DOES

What create_case does on Salesforce MCP Server

AI agents use create_case 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 create_case needs a policy

This tool creates a new case record in Salesforce, which is a write operation that modifies the database by adding new data. It is reversible (cases can be deleted), so it does not qualify as Destructive.

From the tool's definition Tool name is 'create_case' and description states 'Create a new case in Salesforce.' The verb 'create' indicates data creation, which is a reversible write operation.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_case Rate-limited

create_case 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": {
    "create_case": {
      "limits": [
        {
          "counter": "create_case_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 create_case

What does the create_case tool do? +

Create a new case in Salesforce. 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 create_case? +

Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for create_case: 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 create_case? +

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

Can I rate-limit create_case? +

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

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

create_case 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.