Summarize all Salesforce Opportunities grouped by StageName. Returns count, total amount, average probability, and weighted pipeline (amount × probability) per stage. Toggle openOnly to exclude Closed Won/Lost. The fastest way to get a full pipeline health snapshot.
AI agents call sf_pipeline_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 |
|---|---|---|---|
openOnly | boolean | — |
Parameters from the server's own tool schema.
This tool queries and aggregates existing Salesforce Opportunity data to provide a pipeline health snapshot. It performs no create, update, delete, or execute operations. The blast radius of misuse is minimal—an agent could only retrieve sensitive pipeline information, not alter it or trigger external actions. This is a straightforward read/query operation.
From the tool's definition Tool returns summarized data (count, total amount, average probability, weighted pipeline) grouped by StageName with no modification capability. Description explicitly states 'Returns' and 'Summarize', indicating data retrieval only.
Attacks that exploit this kind of access
Summarize all Salesforce Opportunities grouped by StageName. Returns count, total amount, average probability, and weighted pipeline (amount × probability) per stage. Toggle openOnly to exclude Closed Won/Lost. The fastest way to get a full pipeline health snapshot. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_pipeline_summary accepts 1 parameter: openOnly. 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_pipeline_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_pipeline_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_pipeline_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_pipeline_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_pipeline_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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