Show open Opportunities with CloseDate within a specified range, grouped by StageName. Returns count, total amount, and weighted amount per stage. Use for short-term revenue forecasting and end-of-quarter pipeline reviews.
AI agents call sf_forecast_summary to retrieve information from Salesforce Marketing without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
closeByDateTo | string | — | ISO date YYYY-MM-DD |
closeByDateFrom | string | — | ISO date YYYY-MM-DD |
Parameters from the server's own tool schema.
This tool queries forecasting data from Salesforce's Opportunities object and aggregates it by stage. It performs no writes, deletes, or external execution. However, the severity is medium rather than low because unauthorized access to revenue forecasting data could reveal sensitive business intelligence (pipeline size, deal amounts, sales velocity) that could be exploited for competitive harm, market manipulation,…
From the tool's definition Tool description explicitly states 'Show open Opportunities' and 'Returns count, total amount, and weighted amount' — it retrieves and queries pipeline data without modifying it. The verb 'Show' and the passive framing indicate data retrieval only.
Attacks that exploit this kind of access
Show open Opportunities with CloseDate within a specified range, grouped by StageName. Returns count, total amount, and weighted amount per stage. Use for short-term revenue forecasting and end-of-quarter pipeline reviews. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_forecast_summary accepts 2 parameters: closeByDateTo, closeByDateFrom. The full parameter table on this page comes from the server's own tool schema.
Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_forecast_summary: 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 Marketing. Nothing to install.
sf_forecast_summary is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the sf_forecast_summary 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.
Set action: deny in the PolicyLayer policy for sf_forecast_summary. 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.
sf_forecast_summary is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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