Aggregate marketing attribution data by Lead Source. For each source returns: total leads, converted leads, conversion rate %, opportunities created, total opportunity amount, and closed-won revenue. Optionally filter by date range. The core channel-level ROI report.
AI agents call sf_lead_source_breakdown 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.
| Parameter | Type | Required | Description |
|---|---|---|---|
dateTo | string | — | ISO date YYYY-MM-DD |
dateFrom | string | — | ISO date YYYY-MM-DD |
Parameters from the server's own tool schema.
This tool retrieves and aggregates marketing attribution metrics (leads, conversion rates, opportunities, revenue) for reporting purposes. It has no side effects—it queries and summarizes existing Salesforce data without modifying, deleting, or executing operations. The optional date-range filter is a read parameter, not a mutating action.
From the tool's definition Tool description explicitly states it 'Aggregate[s]' and 'returns' attribution data with no mention of creating, modifying, deleting, or executing external operations. The verb phrases 'returns', 'filter', and 'report' indicate pure data retrieval.
Attacks that exploit this kind of access
Aggregate marketing attribution data by Lead Source. For each source returns: total leads, converted leads, conversion rate %, opportunities created, total opportunity amount, and closed-won revenue. Optionally filter by date range. The core channel-level ROI report. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_lead_source_breakdown accepts 2 parameters: dateTo, dateFrom. The full parameter table on this page comes from the server's own tool schema.
Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_lead_source_breakdown: 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.
sf_lead_source_breakdown is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the sf_lead_source_breakdown 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.
Set action: deny in the PolicyLayer policy for sf_lead_source_breakdown. 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_lead_source_breakdown 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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