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ZLeventer

salesforce-marketing-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SF_PASSWORDYesSalesforce password
SF_USERNAMEYesSalesforce login email
SF_LOGIN_URLNoUse https://test.salesforce.com for sandboxeshttps://login.salesforce.com
SF_API_VERSIONNoSalesforce API version60.0
SF_SECURITY_TOKENYesSecurity token (appended to password on login)

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
sf_search_leadsB

Search Salesforce leads by name, email, or company using SOSL

sf_get_leadB

Retrieve a full Salesforce lead record by ID

sf_create_leadC

Create a new Salesforce lead

sf_update_leadB

Update any fields on an existing Salesforce lead

sf_convert_leadC

Convert a Salesforce lead to Account, Contact, and optionally Opportunity

sf_search_contactsB

Search Salesforce contacts by name or email using SOSL

sf_get_contactB

Retrieve a full Salesforce contact record including Account name

sf_create_contactC

Create a new Salesforce contact

sf_update_contactB

Update any fields on an existing Salesforce contact

sf_contact_by_emailA

Find Salesforce contacts by email address (up to 10 matches)

sf_search_accountsA

Search Salesforce accounts by name using SOSL

sf_get_accountA

Retrieve a Salesforce account with open opportunity count and lead count

sf_list_account_contactsC

List contacts associated with a Salesforce account

sf_list_campaignsB

List Salesforce campaigns with optional filters for status, type, and active-only

sf_get_campaignB

Retrieve a full Salesforce campaign record with all performance metrics

sf_create_campaignC

Create a new Salesforce campaign

sf_update_campaignB

Update any fields on an existing Salesforce campaign

sf_get_campaign_membersB

List members of a Salesforce campaign with lead/contact details

sf_add_campaign_memberC

Add a single lead or contact to a Salesforce campaign

sf_bulk_add_campaign_membersC

Add up to 200 leads and/or contacts to a Salesforce campaign in one call

sf_update_campaign_member_statusB

Update the status and/or HasResponded flag of a campaign member

sf_create_taskB

Create a new Salesforce task linked to a lead, contact, campaign, or opportunity

sf_list_tasks_by_leadC

List Salesforce tasks associated with a specific lead

sf_list_tasks_by_contactC

List Salesforce tasks associated with a specific contact

sf_list_tasks_by_campaignC

List Salesforce tasks associated with a specific campaign

sf_list_reportsC

List available Salesforce Analytics reports

sf_run_reportB

Execute a Salesforce Analytics report and return results as structured rows

sf_get_report_metadataA

Retrieve column definitions and groupings for a Salesforce Analytics report

sf_campaign_roiC

Calculate ROI, cost-per-lead, cost-per-opportunity, and response rate for campaigns

sf_campaign_member_status_breakdownB

Show a count breakdown of campaign member statuses for a specific campaign

sf_top_campaignsC

Rank campaigns by responses, opportunities created, or won revenue

sf_campaign_performance_trendB

Show campaign member additions over time grouped by week or month

sf_lead_source_breakdownB

Aggregate lead volume, conversion rate, and opportunity revenue by lead source

sf_pipeline_by_campaignC

Show open pipeline grouped by campaign and stage

sf_campaign_influenceC

Query the CampaignInfluence object to see which campaigns influenced opportunities

sf_won_revenue_by_campaignC

Show closed-won revenue grouped by primary campaign

sf_lead_conversion_metricsA

Show lead conversion rates grouped by lead source or campaign

sf_pipeline_summaryC

Summarize open pipeline by stage with count, total amount, average probability, and weighted pipeline

sf_pipeline_by_lead_sourceC

Summarize pipeline grouped by lead source with weighted values

sf_mql_trendB

Show MQL (or any lead status) volume trend over time grouped by week or month

sf_forecast_summaryB

Show forecasted pipeline for open opportunities closing within a date range

sf_activity_summaryB

Summarize task and event activity counts grouped by lead source, campaign, or owner

sf_recent_activities_by_leadB

Retrieve recent tasks and events associated with a specific lead

sf_recent_activities_by_contactC

Retrieve recent tasks and events associated with a specific contact

sf_run_soqlA

Execute a raw SOQL query against Salesforce (escape hatch for advanced queries)

sf_describe_objectA

Describe a Salesforce SObject — returns all fields, types, and metadata

sf_list_objectsA

List all queryable Salesforce SObjects with optional name filter

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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