salesforce_upload_report_xml

Upload XML to generate or update reports in Salesforce. Examples: 1. Create a new report: - reportName:

Server Salesforce MCP Server usama-dtc/salesforce_mcp
Category Write
Risk class Medium
Parameters 00 required

What salesforce_upload_report_xml does on Salesforce MCP Server

AI agents use salesforce_upload_report_xml to create or update resources in Salesforce MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce MCP Server environment.

Why salesforce_upload_report_xml needs a policy

This tool creates or updates Salesforce reports via XML upload. While reports themselves may be recreated or restored, the operation is fundamentally a Write action—it modifies Salesforce metadata and report definitions.

From the tool's definition Tool performs 'Upload XML to generate or update reports' — creates new reports or modifies existing ones. The verbs 'generate' and 'update' indicate reversible data creation/modification operations, not destructive deletion.

Questions about salesforce_upload_report_xml

What does the salesforce_upload_report_xml tool do? +

Upload XML to generate or update reports in Salesforce. Examples: 1. Create a new report: - reportName:. It is categorised as a Write tool in the Salesforce MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on salesforce_upload_report_xml? +

Register the Salesforce MCP Server MCP server in PolicyLayer and add a rule for salesforce_upload_report_xml: 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_upload_report_xml? +

salesforce_upload_report_xml is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit salesforce_upload_report_xml? +

Yes. Add a rate_limit block to the salesforce_upload_report_xml 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_upload_report_xml completely? +

Set action: deny in the PolicyLayer policy for salesforce_upload_report_xml. 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_upload_report_xml? +

salesforce_upload_report_xml 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.

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