sf_list_tasks_by_lead

List all Task records associated with a specific Lead. Returns subject, status, priority, due date, description, and creation date sorted by most recent. Useful for reviewing follow-up history on a lead before outreach.

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

What sf_list_tasks_by_lead does on Salesforce Marketing

AI agents call sf_list_tasks_by_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
limit integer
leadId string Yes

Parameters from the server's own tool schema.

Why sf_list_tasks_by_lead needs a policy

This tool retrieves and queries existing task records associated with a lead with no side effects. It is purely informational, returning historical follow-up data to support decision-making before outreach. No data is created, modified, deleted, or used to trigger external actions.

From the tool's definition Tool 'lists' Task records and 'returns' data (subject, status, priority, due date, description, creation date). No modification, deletion, or execution of external operations occurs.

Questions about sf_list_tasks_by_lead

What does the sf_list_tasks_by_lead tool do? +

List all Task records associated with a specific Lead. Returns subject, status, priority, due date, description, and creation date sorted by most recent. Useful for reviewing follow-up history on a lead before outreach. 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_lead accept? +

sf_list_tasks_by_lead accepts 2 parameters: limit, leadId. Required: leadId. 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_lead? +

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

sf_list_tasks_by_lead 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_lead? +

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

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

sf_list_tasks_by_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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