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.
Part of the Salesforce Marketing MCP server. Enforce policies on this tool with Intercept, the open-source MCP proxy.
AI agents call sf_forecast_summary to retrieve information from Salesforce Marketing without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though sf_forecast_summary only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
tools:
sf_forecast_summary:
rules:
- action: allowSee the full Salesforce Marketing policy for all 47 tools.
Agents calling read-class tools like sf_forecast_summary have been implicated in these attack patterns. Read the full case and prevention policy for each:
Other tools in the Read risk category across the catalogue. The same policy patterns (rate-limit, allow) apply to each.
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.
Add a rule in your Intercept YAML policy under the tools section for sf_forecast_summary. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the Salesforce Marketing MCP server.
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 Intercept 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 Intercept 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). Intercept sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic policy on every MCP tool call. Per-identity grants. Full audit log.