sf_get_account

Retrieve a complete Salesforce Account record by ID, including open opportunity count, total lead count, and all standard account fields (industry, billing address, phone, website, annual revenue, employee count, owner).

Server Salesforce Marketing salesforce-marketing-mcp
Category Read
Risk class Low
Parameters 11 required

What sf_get_account does on Salesforce Marketing

AI agents call sf_get_account 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.

ParameterTypeRequiredDescription
id string Yes Salesforce Account ID

Parameters from the server's own tool schema.

Why sf_get_account needs a policy

This tool retrieves existing data without creating, modifying, deleting, executing code, or moving money. No account state changes occur. The blast radius of misuse is limited to information disclosure about customer/prospect accounts, which is a Read-category risk.

From the tool's definition Tool name 'sf_get_account' and description 'Retrieve a complete Salesforce Account record by ID' — retrieves account data with no modification or side effects.

Questions about sf_get_account

What does the sf_get_account tool do? +

Retrieve a complete Salesforce Account record by ID, including open opportunity count, total lead count, and all standard account fields (industry, billing address, phone, website, annual revenue, employee count, owner). It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.

What parameters does sf_get_account accept? +

sf_get_account accepts 1 parameter: id. Required: id. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_get_account? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_get_account: 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.

What risk level is sf_get_account? +

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

Can I rate-limit sf_get_account? +

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

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

sf_get_account 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.

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