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 been converted or when adding a known contact directly without going through the lead process.

Server Salesforce Marketing salesforce-marketing-mcp
Category Write
Risk class Medium
Parameters 72 required

What sf_create_contact does on Salesforce Marketing

AI agents use sf_create_contact to create or update resources in Salesforce Marketing — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce Marketing environment.

ParameterTypeRequiredDescription
email string Yes
phone string
title string
lastName string Yes
accountId string
firstName string
leadSource string

Parameters from the server's own tool schema.

Why sf_create_contact needs a policy

This tool creates new contact records in Salesforce, which is a reversible write operation. It does not delete data (not Destructive), does not execute arbitrary code (not Execute), involves no financial transactions (not Financial), and retrieves no data (not Read).

From the tool's definition Tool description states 'Create a new Contact record in Salesforce' and 'Returns the new Contact ID', indicating data creation and modification of Salesforce records.

Questions about sf_create_contact

What does the sf_create_contact tool do? +

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 been converted or when adding a known contact directly without going through the lead process. 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.

What parameters does sf_create_contact accept? +

sf_create_contact accepts 7 parameters: email, phone, title, lastName, accountId, firstName, leadSource. Required: email, lastName. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_create_contact? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_create_contact: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Salesforce Marketing. Nothing to install.

What risk level is sf_create_contact? +

sf_create_contact is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit sf_create_contact? +

Yes. Add a rate_limit block to the sf_create_contact rule in your PolicyLayer 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.

How do I block sf_create_contact completely? +

Set action: deny in the PolicyLayer policy for sf_create_contact. 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.

What MCP server provides sf_create_contact? +

sf_create_contact is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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