create_lead · Salesforce MCP Server MCP: Risk & Policy

WHAT IT DOES

What create_lead does on Salesforce MCP Server

AI agents use create_lead 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_lead needs a policy

This tool creates a new record in Salesforce, which modifies state but is reversible—leads can subsequently be deleted or modified. It does not irreversibly destroy data (Destructive), execute arbitrary code (Execute), move money (Financial), or merely read data (Read).

From the tool's definition Tool name is 'create_lead' and description states 'Create a new lead in Salesforce.' The verb 'create' indicates data modification that is reversible (leads can be deleted or updated).

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_lead Rate-limited

create_lead 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_lead": {
      "limits": [
        {
          "counter": "create_lead_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_lead

What does the create_lead tool do? +

Create a new lead 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_lead? +

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

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

Can I rate-limit create_lead? +

Yes. Add a rate_limit block to the create_lead 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_lead completely? +

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

create_lead 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.