47 tools from the Salesforce Marketing MCP Server, categorised by risk level.
View the Salesforce Marketing policy →sf_activity_summary Aggregate Task and Event counts grouped by Lead Source, Campaign, or Owner. Returns total activities, completed activities, and open activities per... sf_campaign_influence Query Salesforce's CampaignInfluence object for multi-touch attribution data. Returns which campaigns influenced each opportunity, along with the o... sf_campaign_member_status_breakdown Return a count of CampaignMembers grouped by Status for a specific campaign (e.g. Sent: 1200, Opened: 340, Responded: 87, Converted: 23). Essential... sf_campaign_roi Calculate marketing ROI metrics for one or all campaigns: ActualCost, BudgetedCost, NumberOfLeads, NumberOfContacts, NumberOfOpportunities, NumberO... sf_contact_by_email Look up Salesforce Contact records by exact email address. Returns up to 10 matches with full contact details and associated account. Useful for de... sf_describe_object Describe a Salesforce SObject and return all its field definitions: field API names, labels, data types, lengths, nullability, and relationship ref... sf_forecast_summary Show open Opportunities with CloseDate within a specified range, grouped by StageName. Returns count, total amount, and weighted amount per stage. ... sf_get_account Retrieve a complete Salesforce Account record by ID, including open opportunity count, total lead count, and all standard account fields (industry,... sf_get_campaign Retrieve a complete Salesforce Campaign record by ID. Returns all performance metrics: NumberOfLeads, NumberOfContacts, NumberOfResponses, NumberOf... sf_get_campaign_members List CampaignMember records for a given Campaign. Returns member status, HasResponded flag, FirstRespondedDate, and linked Lead or Contact fields (... sf_get_contact Retrieve a complete Salesforce Contact record by its 18-character ID. Returns all standard fields including name, email, phone, title, account name... sf_get_lead Retrieve a complete Salesforce Lead record by its 18-character ID. Returns all standard fields including name, email, company, title, phone, status... sf_get_report_metadata Fetch the metadata for a Salesforce Analytics report — column definitions, field labels, data types, grouping fields, and filter configuration. Use... sf_lead_conversion_metrics Calculate Lead-to-Opportunity conversion rates grouped by Lead Source or Campaign. Returns total leads, converted leads, conversion rate %, and opp... sf_lead_source_breakdown Aggregate marketing attribution data by Lead Source. For each source returns: total leads, converted leads, conversion rate %, opportunities create... sf_list_account_contacts List all Contact records associated with a specific Salesforce Account. Returns name, email, title, phone, and lead source for each contact. Useful... sf_list_campaigns List Salesforce Campaign records sorted by last modified date. Filter by Status (e.g. 'Planned', 'Active', 'Completed'), Type (e.g. 'Email', 'Webin... sf_list_objects List all queryable SObjects available in the connected Salesforce org. Filter by name substring (e.g. 'Campaign') or set customOnly=true to show on... sf_list_reports List available Salesforce Analytics reports via the Analytics REST API. Returns report name, ID, type (summary, tabular, matrix), folder name, and ... sf_list_tasks_by_campaign List all Task records associated with a specific Campaign (via WhatId). Returns subject, status, priority, due date, and assigned owner. Useful for... sf_list_tasks_by_contact List all Task records associated with a specific Contact. Returns subject, status, priority, due date, and description sorted by most recent. Use t... sf_list_tasks_by_lead List all Task records associated with a specific Lead. Returns subject, status, priority, due date, description, and creation date sorted by most r... sf_mql_trend Track Marketing Qualified Lead (MQL) volume over time. Groups Lead records by creation date (week or month) where Status matches the target value (... sf_pipeline_by_campaign Show Opportunity pipeline grouped by primary Campaign. Returns campaign name, opportunity count, total amount, and a breakdown by StageName. Filter... sf_pipeline_by_lead_source Summarize Opportunity pipeline grouped by Lead Source. Returns opportunity count, total amount, and weighted pipeline per source. Toggle openOnly a... sf_pipeline_summary Summarize all Salesforce Opportunities grouped by StageName. Returns count, total amount, average probability, and weighted pipeline (amount × prob... sf_recent_activities_by_contact List recent Task and Event records associated with a specific Contact. Returns subject, type, status, priority, due date, and description sorted by... sf_recent_activities_by_lead List recent Task and Event records associated with a specific Lead. Returns subject, type, status, priority, due date, and description sorted by mo... sf_search_accounts Search Salesforce Accounts by name using SOSL full-text search. Returns matching accounts with Id, name, industry, billing city, phone, website, an... sf_search_contacts Search Salesforce Contacts by name or email using SOSL full-text search. Returns matching contacts with Id, name, email, phone, title, account name... sf_search_leads Search Salesforce leads by name, email, or company using SOSL full-text search. Returns matching leads with Id, name, email, company, title, status... sf_top_campaigns Rank Salesforce campaigns by a chosen metric: 'responses' (NumberOfResponses), 'opportunities' (NumberOfOpportunities), or 'won_revenue' (AmountWon... sf_won_revenue_by_campaign Aggregate Closed Won Opportunity revenue grouped by primary Campaign (CampaignId on the Opportunity). Returns campaign name, count of won deals, an... sf_add_campaign_member Add a single Lead or Contact to a Salesforce Campaign as a CampaignMember. Provide either leadId or contactId (not both). Optionally set the initia... 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/or contactIds. All members are assign... sf_convert_lead Convert a qualified Salesforce Lead into an Account, Contact, and optionally an Opportunity using the native Salesforce lead conversion process. Op... sf_create_campaign Create a new Salesforce Campaign record. Set name, type, status, start/end dates, budgeted cost, expected revenue, and description. Returns the new... sf_create_contact Create a new Contact record in Salesforce. Optionally link to an existing Account via accountId. Returns the new Contact ID. Use when a lead has be... sf_create_lead Create a new Lead record in Salesforce. Requires at minimum a last name, email, and company. Optionally set title, phone, lead source, and descript... sf_create_task Create a new Task in Salesforce. Link it to a Lead or Contact via whoId, and optionally to a Campaign or Opportunity via whatId. Set subject, statu... sf_update_campaign Update one or more fields on an existing Salesforce Campaign. Pass the Campaign ID and a fields object with any standard field API names (e.g. Stat... sf_update_campaign_member_status Update the Status and/or HasResponded flag on an existing CampaignMember record. Use to mark members as Responded, Converted, or any custom status ... sf_update_contact Update one or more fields on an existing Salesforce Contact record. Pass the 18-character Contact ID and a fields object with any standard or custo... sf_update_lead Update one or more fields on an existing Salesforce Lead record. Pass the 18-character Lead ID and a fields object with any standard or custom fiel... sf_campaign_performance_trend Show how CampaignMember additions have trended over time for a specific campaign. Groups member creation dates by week or month. Useful for visuali... sf_run_report Execute a saved Salesforce Analytics report by ID and return the results as structured rows. Optionally apply on-the-fly filters (column, operator,... sf_run_soql Execute a raw SOQL query against Salesforce. Use as an escape hatch when the preset tools don't cover your exact reporting shape. Supports all SOQL... The Salesforce Marketing MCP server exposes 47 tools across 3 categories: Read, Write, Execute.
Use Intercept, the open-source MCP proxy. Write YAML rules for each tool — rate limits, argument validation, or deny rules — then run Intercept in front of the Salesforce Marketing server.
Salesforce Marketing tools are categorised as Read (33), Write (11), Execute (3). Each category has a recommended default policy.
Deterministic policy on every MCP tool call. Per-identity grants. Full audit log.