salesforce_query_records · Salesforce MCP Server MCP

WHAT IT DOES

What salesforce_query_records does on Salesforce MCP Server

AI agents invoke salesforce_query_records to trigger actions in Salesforce MCP Server. What it does depends on the arguments the agent supplies, and its effects often reach beyond the immediate call — builds kicked off, notifications sent, workflows started.

WHY IT NEEDS A POLICY

Why salesforce_query_records needs a policy

This tool executes arbitrary SOQL queries against Salesforce. While typical SOQL is read-only, the description says 'using SOQL' broadly without restricting to SELECT statements. Additionally, SOQL executed dynamically can be used to probe sensitive data across any Salesforce object. The sibling tool 'salesforce_dml_records' handles writes separately, which suggests this tool is primarily for querying.

From the tool's definition Query records from any Salesforce object using SOQL, including relationship queries

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

salesforce_query_records Rate-limited

salesforce_query_records stays usable, but rate-capped — a runaway agent can't fire it dozens of times a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "salesforce_query_records": {
      "limits": [
        {
          "counter": "salesforce_query_records_rate",
          "window": "minute",
          "max": 10,
          "scope": "grant"
        }
      ]
    }
  }
}

RATE-LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Salesforce MCP Server, so you can run agents against it safely.

FAQ

Questions about salesforce_query_records

What does the salesforce_query_records tool do? +

Query records from any Salesforce object using SOQL, including relationship queries. Examples: 1. Parent-to-child query (e.g., Account with Contacts): - objectName:. It is categorised as a Execute tool in the Salesforce MCP Server MCP Server, which means it can trigger actions or run processes. Use rate limits and argument validation.

How do I enforce a policy on salesforce_query_records? +

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.

What risk level is salesforce_query_records? +

salesforce_query_records is a Execute tool with high risk. Execute tools should be rate-limited and have argument validation enabled.

Can I rate-limit salesforce_query_records? +

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.

How do I block salesforce_query_records completely? +

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.

What MCP server provides salesforce_query_records? +

salesforce_query_records is provided by the Salesforce MCP Server MCP server (usama-dtc/salesforce_mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.