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, lead source, owner, creation date, and conversion details (ConvertedDate, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId).

Server Salesforce Marketing salesforce-marketing-mcp
Category Read
Risk class Low
Parameters 11 required

What sf_get_lead does on Salesforce Marketing

AI agents call sf_get_lead to retrieve information from Salesforce Marketing without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
id string Yes Salesforce Lead ID

Parameters from the server's own tool schema.

Why sf_get_lead needs a policy

This tool queries and returns lead data without creating, modifying, deleting, or executing any operations. It is a straightforward data retrieval operation. Severity is low because unauthorized access to lead records, while potentially sensitive, does not enable destructive or financial harm by itself.

From the tool's definition Tool name is 'sf_get_lead' and description states 'Retrieve a complete Salesforce Lead record by its 18-character ID.

Questions about sf_get_lead

What does the sf_get_lead tool do? +

Retrieve a complete Salesforce Lead record by its 18-character ID. Returns all standard fields including name, email, company, title, phone, status, lead source, owner, creation date, and conversion details (ConvertedDate, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId). It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.

What parameters does sf_get_lead accept? +

sf_get_lead accepts 1 parameter: id. Required: id. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_get_lead? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_get_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_get_lead? +

sf_get_lead is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit sf_get_lead? +

Yes. Add a rate_limit block to the sf_get_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_get_lead completely? +

Set action: deny in the PolicyLayer policy for sf_get_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_get_lead? +

sf_get_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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