Query records from any Salesforce object using SOQL, including relationship queries. NOTE: For queries with GROUP BY, aggregate functions (COUNT, SUM, AVG, etc.), or HAVING clauses, use salesforce_aggregate_query instead. Examples: 1. Parent-to-child query (e.g., Account with Contacts): - objectN...
AI agents call salesforce_query_records to retrieve information from Salesforce MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves data via SOQL queries without creating, modifying, deleting, or executing arbitrary code. It has no side effects on Salesforce data. While it can query any object including sensitive data, the impact of misuse is limited to unauthorized data exposure rather than system modification or destruction.
From the tool's definition Tool name 'salesforce_query_records' and description 'Query records from any Salesforce object using SOQL, including relationship queries' indicate read-only data retrieval.
Attacks that exploit this kind of access
Query records from any Salesforce object using SOQL, including relationship queries. NOTE: For queries with GROUP BY, aggregate functions (COUNT, SUM, AVG, etc.), or HAVING clauses, use salesforce_aggregate_query instead. Examples: 1. Parent-to-child query (e.g., Account with Contacts): - objectName:. It is categorised as a Read tool in the Salesforce MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for salesforce_query_records: 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 MCP Server. Nothing to install.
salesforce_query_records 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 salesforce_query_records 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 salesforce_query_records. 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.
salesforce_query_records is provided by the Salesforce MCP Server MCP server (simonl77/mcp-server-salesforce). 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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