// SCAN REPORT

Salesforce Marketing

47 tools. 13 can modify or destroy data without limits.

13 write tools that can modify data. Rate limits recommended.

Last updated: 5 Jul 2026

13 can modify or destroy data

34 read-only

47 tools total

Verified server · catalogue entry verified 05/07/2026 · full schemas captured for 47 of 47 tools

How to control Salesforce Marketing ↓

TOOL MAP

What Salesforce Marketing exposes to your agents

Read (34) Write / Execute (13) Destructive / Financial (0)

Running more than one server? Check your whole stack →

CONTEXT-WINDOW COST

What Salesforce Marketing costs in tokens

6,119 tokens of tool definitions, loaded on every request

3.1% of a 200k context window

188 heaviest tool: sf_create_task

Full per-tool breakdown → Model it in the token calculator →

MOST DANGEROUS TOOLS

High Risk

The most dangerous Salesforce Marketing tools

Execute · High sf_run_report Although report execution itself is read-only in outcome (returns data), the tool permits dynamic parameterization via filters that could be manipulated to access unintended data subsets or trigger expensive operations. Execute · High sf_run_soql This tool allows execution of arbitrary SOQL queries with full language features (GROUP BY, subqueries, relationship traversal). Write · Medium sf_add_campaign_member This tool creates a new CampaignMember record by associating a Lead or Contact with a Campaign. Write · Medium sf_bulk_add_campaign_members This tool creates or modifies campaign membership associations in Salesforce.

13 of Salesforce Marketing's 47 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Salesforce Marketing

PolicyLayer is an MCP gateway — it sits between your AI agents and Salesforce Marketing, and nothing reaches the server without passing your rules. These are the rules we recommend:

Rate limit write operations

{
  "sf_add_campaign_member": {
    "limits": [
      {
        "counter": "sf_add_campaign_member_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "sf_activity_summary": {
    "limits": [
      {
        "counter": "sf_activity_summary_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register Salesforce Marketing — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON SALESFORCE MARKETING →

Instant setup, no code required.

FULL CATALOGUE

All 47 Salesforce Marketing tools

EXECUTE 2 tools

Execute sf_run_report Execute a saved Salesforce Analytics report by ID and return the results as structured rows. Optionally apply Execute sf_run_soql Execute a raw SOQL query against Salesforce. Use as an escape hatch when the preset tools don't cover your exa

WRITE 11 tools

Write sf_add_campaign_member Add a single Lead or Contact to a Salesforce Campaign as a CampaignMember. Provide either leadId or contactId Write sf_bulk_add_campaign_members Add up to 200 Leads and/or Contacts to a Salesforce Campaign in a single API call. Pass arrays of leadIds and/ Write sf_convert_lead Convert a qualified Salesforce Lead into an Account, Contact, and optionally an Opportunity using the native S Write sf_create_campaign Create a new Salesforce Campaign record. Set name, type, status, start/end dates, budgeted cost, expected reve Write sf_create_contact Create a new Contact record in Salesforce. Optionally link to an existing Account via accountId. Returns the n Write sf_create_lead Create a new Lead record in Salesforce. Requires at minimum a last name, email, and company. Optionally set ti Write sf_create_task Create a new Task in Salesforce. Link it to a Lead or Contact via whoId, and optionally to a Campaign or Oppor Write sf_update_campaign Update one or more fields on an existing Salesforce Campaign. Pass the Campaign ID and a fields object with an Write sf_update_campaign_member_status Update the Status and/or HasResponded flag on an existing CampaignMember record. Use to mark members as Respon Write sf_update_contact Update one or more fields on an existing Salesforce Contact record. Pass the 18-character Contact ID and a fie Write sf_update_lead Update one or more fields on an existing Salesforce Lead record. Pass the 18-character Lead ID and a fields ob

READ 34 tools

Read sf_activity_summary Aggregate Task and Event counts grouped by Lead Source, Campaign, or Owner. Returns total activities, complete Read sf_campaign_influence Query Salesforce's CampaignInfluence object for multi-touch attribution data. Returns which campaigns influenc Read sf_campaign_member_status_breakdown Return a count of CampaignMembers grouped by Status for a specific campaign (e.g. Sent: 1200, Opened: 340, Res Read sf_campaign_performance_trend Show how CampaignMember additions have trended over time for a specific campaign. Groups member creation dates Read sf_campaign_roi Calculate marketing ROI metrics for one or all campaigns: ActualCost, BudgetedCost, NumberOfLeads, NumberOfCon Read sf_contact_by_email Look up Salesforce Contact records by exact email address. Returns up to 10 matches with full contact details Read sf_describe_object Describe a Salesforce SObject and return all its field definitions: field API names, labels, data types, lengt Read sf_forecast_summary Show open Opportunities with CloseDate within a specified range, grouped by StageName. Returns count, total am Read sf_get_account Retrieve a complete Salesforce Account record by ID, including open opportunity count, total lead count, and a Read sf_get_campaign Retrieve a complete Salesforce Campaign record by ID. Returns all performance metrics: NumberOfLeads, NumberOf Read sf_get_campaign_members List CampaignMember records for a given Campaign. Returns member status, HasResponded flag, FirstRespondedDate Read sf_get_contact Retrieve a complete Salesforce Contact record by its 18-character ID. Returns all standard fields including na Read sf_get_lead Retrieve a complete Salesforce Lead record by its 18-character ID. Returns all standard fields including name, Read sf_get_report_metadata Fetch the metadata for a Salesforce Analytics report — column definitions, field labels, data types, grouping Read sf_lead_conversion_metrics Calculate Lead-to-Opportunity conversion rates grouped by Lead Source or Campaign. Returns total leads, conver Read sf_lead_source_breakdown Aggregate marketing attribution data by Lead Source. For each source returns: total leads, converted leads, co Read sf_list_account_contacts List all Contact records associated with a specific Salesforce Account. Returns name, email, title, phone, and Read sf_list_campaigns List Salesforce Campaign records sorted by last modified date. Filter by Status (e.g. 'Planned', 'Active', 'Co Read sf_list_objects List all queryable SObjects available in the connected Salesforce org. Filter by name substring (e.g. 'Campaig Read sf_list_reports List available Salesforce Analytics reports via the Analytics REST API. Returns report name, ID, type (summary Read sf_list_tasks_by_campaign List all Task records associated with a specific Campaign (via WhatId). Returns subject, status, priority, due Read sf_list_tasks_by_contact List all Task records associated with a specific Contact. Returns subject, status, priority, due date, and des Read sf_list_tasks_by_lead List all Task records associated with a specific Lead. Returns subject, status, priority, due date, descriptio Read sf_mql_trend Track Marketing Qualified Lead (MQL) volume over time. Groups Lead records by creation date (week or month) wh Read sf_pipeline_by_campaign Show Opportunity pipeline grouped by primary Campaign. Returns campaign name, opportunity count, total amount, Read sf_pipeline_by_lead_source Summarize Opportunity pipeline grouped by Lead Source. Returns opportunity count, total amount, and weighted p Read sf_pipeline_summary Summarize all Salesforce Opportunities grouped by StageName. Returns count, total amount, average probability, Read sf_recent_activities_by_contact List recent Task and Event records associated with a specific Contact. Returns subject, type, status, priority Read sf_recent_activities_by_lead List recent Task and Event records associated with a specific Lead. Returns subject, type, status, priority, d Read sf_search_accounts Search Salesforce Accounts by name using SOSL full-text search. Returns matching accounts with Id, name, indus Read sf_search_contacts Search Salesforce Contacts by name or email using SOSL full-text search. Returns matching contacts with Id, na Read sf_search_leads Search Salesforce leads by name, email, or company using SOSL full-text search. Returns matching leads with Id Read sf_top_campaigns Rank Salesforce campaigns by a chosen metric: 'responses' (NumberOfResponses), 'opportunities' (NumberOfOpport Read sf_won_revenue_by_campaign Aggregate Closed Won Opportunity revenue grouped by primary Campaign (CampaignId on the Opportunity). Returns

EXPLORE

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

FAQ

Questions about Salesforce Marketing

How do I prevent bulk modifications through Salesforce Marketing? +

The Salesforce Marketing server has 11 write tools including sf_add_campaign_member, sf_bulk_add_campaign_members, sf_convert_lead. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Salesforce Marketing.

How many tools does the Salesforce Marketing MCP server expose? +

47 tools across 3 categories: Execute, Read, Write. 34 are read-only. 13 can modify, create, or delete data.

How do I enforce a policy on Salesforce Marketing? +

Register the Salesforce Marketing MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Salesforce Marketing tool call.

Deterministic rules across all 47 Salesforce Marketing tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON SALESFORCE MARKETING →

Instant setup, no code required.

47 Salesforce Marketing tools catalogued and risk-classified — across an index of 43,000+ MCP servers.