upsert_record · Salesforce CLI MCP Server MCP: Risk & Policy

WHAT IT DOES

What upsert_record does on Salesforce CLI MCP Server

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

WHY IT NEEDS A POLICY

Why upsert_record needs a policy

This tool modifies data in Salesforce by inserting new records or updating existing ones. These are reversible operations (records can be deleted or updated again), placing it in the Write category rather than Destructive.

From the tool's definition Tool name 'upsert_record' and description states it 'Upsert (insert or update) a record in a Salesforce org'. Upsert is a reversible data modification operation that creates or updates records.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

upsert_record Rate-limited

upsert_record 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": {
    "upsert_record": {
      "limits": [
        {
          "counter": "upsert_record_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 CLI MCP Server, so you can run agents against it safely.

FAQ

Questions about upsert_record

What does the upsert_record tool do? +

Upsert (insert or update) a record in a Salesforce org from a project using the SF CLI. Creates a new record if it doesn. It is categorised as a Write tool in the Salesforce CLI 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 upsert_record? +

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

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

Can I rate-limit upsert_record? +

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

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

upsert_record 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.