salesforce-marketing-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SF_PASSWORD | Yes | Salesforce password | |
| SF_USERNAME | Yes | Salesforce login email | |
| SF_LOGIN_URL | No | Use https://test.salesforce.com for sandboxes | https://login.salesforce.com |
| SF_API_VERSION | No | Salesforce API version | 60.0 |
| SF_SECURITY_TOKEN | Yes | Security token (appended to password on login) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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