Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records. NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead. This tool handles: 1...
AI agents call salesforce_aggregate_query 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 performs data retrieval and summarization only. SOQL aggregate queries with GROUP BY and statistical functions compute summaries over existing records but do not create, modify, delete, or execute side-effect operations. No data is changed, no code is executed, and no external operations are triggered. It is functionally equivalent to READ operations on a database.
From the tool's definition Tool description states 'Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis' and 'for queries that summarize and group data rather than returning individual records.' The explicit note redirects non-aggregate queries to…
Documented attack patterns abuse exactly the kind of access salesforce_aggregate_query gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Salesforce MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for salesforce_aggregate_query:
{
"version": "1",
"default": "deny",
"tools": {
"salesforce_aggregate_query": {}
}
}salesforce_aggregate_query is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records. NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead. This tool handles: 1. GROUP BY queries (single/multiple fields, related objects, date functions) 2. Aggregate functions: COUNT(), COUNT_DISTINCT(), SUM(), AVG(), MIN(), MAX() 3. HAVING clauses for filtering grouped results 4. Date/time grouping: CALENDAR_YEAR(), CALENDAR_MONTH(), CALENDAR_QUARTER(), FISCAL_YEAR(), FISCAL_QUARTER() Examples: 1. Count opportunities by stage: - 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_aggregate_query: 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_aggregate_query 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_aggregate_query 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_aggregate_query. 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_aggregate_query is provided by the Salesforce MCP Server MCP server (tsmztech/mcp-server-salesforce). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 8 Salesforce MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
8 Salesforce MCP Server tools catalogued and risk-classified — across an index of 42,500+ MCP servers.