search_records

Search for text across multiple Salesforce objects simultaneously from a project. USE THIS TOOL when searching for records that mention, contain, or reference specific text (like company names, keywords, phrases) across different objects. This is the PRIMARY tool for text-based searches across yo...

Server Salesforce CLI MCP Server perrynet/salesforce-cli-mcp-server
Category Read
Risk class Low
Parameters 00 required

What search_records does on Salesforce CLI MCP Server

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

Why search_records needs a policy

This tool performs a read-only search operation across Salesforce objects. It retrieves or queries data without side effects—no data is created, modified, deleted, or executed. The misuse risk is low: an AI agent searching records cannot cause financial harm, delete data, or execute arbitrary code.

From the tool's definition Tool name 'search_records' and description explicitly states 'Search for text across multiple Salesforce objects' and 'This is the PRIMARY tool for text-based searches'.

Questions about search_records

What does the search_records tool do? +

Search for text across multiple Salesforce objects simultaneously from a project. USE THIS TOOL when searching for records that mention, contain, or reference specific text (like company names, keywords, phrases) across different objects. This is the PRIMARY tool for text-based searches across your org - it. It is categorised as a Read tool in the Salesforce CLI MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on search_records? +

Register the Salesforce CLI MCP Server MCP server in PolicyLayer and add a rule for search_records: 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 CLI MCP Server. Nothing to install.

What risk level is search_records? +

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

Can I rate-limit search_records? +

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

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

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

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