Show Opportunity pipeline grouped by primary Campaign. Returns campaign name, opportunity count, total amount, and a breakdown by StageName. Filter to open-only or include closed deals. Optionally filter by date range. Answers 'which campaigns are generating pipeline?'
AI agents call sf_pipeline_by_campaign 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 | — | |
dateFrom | string | — | |
openOnly | boolean | — |
Parameters from the server's own tool schema.
This tool retrieves and groups existing Salesforce opportunity data by campaign for reporting and analysis purposes. It performs aggregation and filtering on read-only queries (campaign name, opportunity count, total amount, StageName breakdown) without creating, modifying, or deleting any records.
From the tool's definition Tool description uses 'Show', 'Returns', and 'Filter' — all read operations that query and retrieve aggregated pipeline data without modification. No side effects are indicated.
Attacks that exploit this kind of access
Show Opportunity pipeline grouped by primary Campaign. Returns campaign name, opportunity count, total amount, and a breakdown by StageName. Filter to open-only or include closed deals. Optionally filter by date range. Answers 'which campaigns are generating pipeline?'. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.
sf_pipeline_by_campaign accepts 3 parameters: dateTo, dateFrom, openOnly. 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_pipeline_by_campaign: 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_pipeline_by_campaign 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_pipeline_by_campaign 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_pipeline_by_campaign. 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_pipeline_by_campaign 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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