sf_list_tasks_by_contact

List all Task records associated with a specific Contact. Returns subject, status, priority, due date, and description sorted by most recent. Use to review the full activity history for a contact before outreach or account review.

Server Salesforce Marketing salesforce-marketing-mcp
Category Read
Risk class Low
Parameters 21 required

What sf_list_tasks_by_contact does on Salesforce Marketing

AI agents call sf_list_tasks_by_contact 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
limit integer
contactId string Yes

Parameters from the server's own tool schema.

Why sf_list_tasks_by_contact needs a policy

This tool queries and returns existing data without side effects. It enables viewing task history for a contact, which is a read-only operation. No data is created, modified, deleted, or executed. The blast radius of misuse is minimal—exposing task information tied to a contact, which could be a privacy concern in some contexts but does not directly enable harm via the tool itself.

From the tool's definition Tool 'sf_list_tasks_by_contact' retrieves Task records associated with a Contact, returning fields like subject, status, priority, due date, and description.

Questions about sf_list_tasks_by_contact

What does the sf_list_tasks_by_contact tool do? +

List all Task records associated with a specific Contact. Returns subject, status, priority, due date, and description sorted by most recent. Use to review the full activity history for a contact before outreach or account review. 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_list_tasks_by_contact accept? +

sf_list_tasks_by_contact accepts 2 parameters: limit, contactId. Required: contactId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_list_tasks_by_contact? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_list_tasks_by_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_list_tasks_by_contact? +

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

Can I rate-limit sf_list_tasks_by_contact? +

Yes. Add a rate_limit block to the sf_list_tasks_by_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_list_tasks_by_contact completely? +

Set action: deny in the PolicyLayer policy for sf_list_tasks_by_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_list_tasks_by_contact? +

sf_list_tasks_by_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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