17 tools from the Salesforce Cloud MCP Server, categorised by risk level.
View the Salesforce Cloud policy →analyze Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type met... analyze_conversation Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provid... describe_object Get metadata about a Salesforce object, including both standard and custom fields when includeFields is true. Use this to discover available fields... download_file Download a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). Saves to a sandboxed workspace directory (defau... enrich_opportunity Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices. find_similar_opportunities Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify m... get_opportunity_details Get detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata get_user_info Get information about the current user list_objects List all available Salesforce objects, including both standard and custom objects opportunity_insights Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recom... search_opportunities Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standar... create_record Create a new record in Salesforce. Supports both standard and custom fields in the data object. 2/5 generate_business_case Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to... 2/5 update_record Update an existing record in Salesforce. Supports updating both standard and custom fields. 2/5 batch Execute multiple operations in a single call with result references. Use $N.field to reference prior results (e.g., $0.id for the ID from operation... 3/5 execute_soql Execute a SOQL query. Supports querying both standard and custom fields (custom fields end with __c in their API names). Use describe_object first ... 4/5 The Salesforce Cloud MCP server exposes 17 tools across 4 categories: Read, Write, Destructive, Execute.
Use Intercept, the open-source MCP proxy. Write YAML rules for each tool — rate limits, argument validation, or deny rules — then run Intercept in front of the Salesforce Cloud server.
Salesforce Cloud tools are categorised as Read (11), Write (3), Destructive (1), Execute (2). Each category has a recommended default policy.
Open source. One binary. Zero dependencies.
npx -y @policylayer/intercept