Fetch the metadata for a Salesforce Analytics report — column definitions, field labels, data types, grouping fields, and filter configuration. Use before sf_run_report to understand what columns will be returned and what filters can be applied.
AI agents call sf_get_report_metadata 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 |
|---|---|---|---|
reportId | string | Yes | Salesforce Report ID |
Parameters from the server's own tool schema.
This tool retrieves and queries metadata about a report structure (column definitions, field labels, data types, grouping fields, filter configuration). It performs no modifications, deletions, or external operations. It is a preparatory Read operation that gathers information to inform subsequent actions.
From the tool's definition Tool description explicitly states 'Fetch the metadata' and is designed to be used 'before sf_run_report to understand what columns will be returned and what filters can be applied.' This is purely informational retrieval with no side effects.
Attacks that exploit this kind of access
Fetch the metadata for a Salesforce Analytics report — column definitions, field labels, data types, grouping fields, and filter configuration. Use before sf_run_report to understand what columns will be returned and what filters can be applied. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_get_report_metadata accepts 1 parameter: reportId. Required: reportId. 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_get_report_metadata: 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_get_report_metadata 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_get_report_metadata 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_get_report_metadata. 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_get_report_metadata 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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