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 description. Returns the new Lead ID on success. Use sf_convert_lead afterward to convert a qualified lead.

Server Salesforce Marketing salesforce-marketing-mcp
Category Write
Risk class Medium
Parameters 83 required

What sf_create_lead does on Salesforce Marketing

AI agents use sf_create_lead 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
company string Yes
lastName string Yes
firstName string
leadSource string
description string

Parameters from the server's own tool schema.

Why sf_create_lead needs a policy

This tool creates new records in a CRM system, which is a reversible modification (leads can be deleted or marked as invalid). It does not execute arbitrary code, delete data permanently, or move money, so it falls under Write rather than Execute, Destructive, or Financial.

From the tool's definition Tool name contains 'create' and description states 'Create a new Lead record in Salesforce' and 'Returns the new Lead ID on success', indicating irreversible data creation.

Questions about sf_create_lead

What does the sf_create_lead tool do? +

Create a new Lead record in Salesforce. Requires at minimum a last name, email, and company. Optionally set title, phone, lead source, and description. Returns the new Lead ID on success. Use sf_convert_lead afterward to convert a qualified lead. 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_lead accept? +

sf_create_lead accepts 8 parameters: email, phone, title, company, lastName, firstName, leadSource, description. Required: email, company, 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_lead? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_create_lead: 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_lead? +

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

Can I rate-limit sf_create_lead? +

Yes. Add a rate_limit block to the sf_create_lead 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_lead completely? +

Set action: deny in the PolicyLayer policy for sf_create_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.

What MCP server provides sf_create_lead? +

sf_create_lead 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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