Convert a qualified Salesforce Lead into an Account, Contact, and optionally an Opportunity using the native Salesforce lead conversion process. Optionally merge into an existing Account or Contact by passing their IDs. Set doNotCreateOpportunity=true to skip opportunity creation.
Part of the Salesforce Marketing MCP server. Enforce policies on this tool with Intercept, the open-source MCP proxy.
AI agents use sf_convert_lead to create or modify resources in Salesforce Marketing. Write operations carry medium risk because an autonomous agent could trigger bulk unintended modifications. Rate limits prevent a single agent session from making hundreds of changes in rapid succession. Argument validation ensures the agent passes expected values.
Without a policy, an AI agent could call sf_convert_lead repeatedly, creating or modifying resources faster than any human could review. Intercept's rate limiting ensures write operations happen at a controlled pace, and argument validation catches malformed or unexpected inputs before they reach Salesforce Marketing.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
tools:
sf_convert_lead:
rules:
- action: allow
rate_limit:
max: 30
window: 60See the full Salesforce Marketing policy for all 47 tools.
Agents calling write-class tools like sf_convert_lead have been implicated in these attack patterns. Read the full case and prevention policy for each:
Other tools in the Write risk category across the catalogue. The same policy patterns (rate-limit, validate) apply to each.
Convert a qualified Salesforce Lead into an Account, Contact, and optionally an Opportunity using the native Salesforce lead conversion process. Optionally merge into an existing Account or Contact by passing their IDs. Set doNotCreateOpportunity=true to skip opportunity creation.. It is categorised as a Write tool in the Salesforce Marketing MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Add a rule in your Intercept YAML policy under the tools section for sf_convert_lead. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the Salesforce Marketing MCP server.
sf_convert_lead is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the sf_convert_lead rule in your Intercept 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.
Set action: deny in the Intercept policy for sf_convert_lead. 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.
sf_convert_lead is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). Intercept sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic policy on every MCP tool call. Per-identity grants. Full audit log.