sf_recent_activities_by_lead

List recent Task and Event records associated with a specific Lead. Returns subject, type, status, priority, due date, and description sorted by most recent. Use to review all follow-up history for a lead before making contact or assessing lead quality.

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

What sf_recent_activities_by_lead does on Salesforce Marketing

AI agents call sf_recent_activities_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_recent_activities_by_lead needs a policy

This tool queries and returns historical activity data associated with a lead without creating, modifying, deleting, or executing any operations. It is a straightforward data retrieval function that poses minimal risk; misuse would only expose existing lead activity information rather than cause operational harm or data loss.

From the tool's definition Tool description explicitly states 'List recent Task and Event records' and 'Returns subject, type, status, priority, due date, and description' — purely retrieval operations with no modification or deletion.

Questions about sf_recent_activities_by_lead

What does the sf_recent_activities_by_lead tool do? +

List recent Task and Event records associated with a specific Lead. Returns subject, type, status, priority, due date, and description sorted by most recent. Use to review all follow-up history for a lead before making contact or assessing lead quality. 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_recent_activities_by_lead accept? +

sf_recent_activities_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_recent_activities_by_lead? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_recent_activities_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_recent_activities_by_lead? +

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

Can I rate-limit sf_recent_activities_by_lead? +

Yes. Add a rate_limit block to the sf_recent_activities_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_recent_activities_by_lead completely? +

Set action: deny in the PolicyLayer policy for sf_recent_activities_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_recent_activities_by_lead? +

sf_recent_activities_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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