sf_search_contacts

Search Salesforce Contacts by name or email using SOSL full-text search. Returns matching contacts with Id, name, email, phone, title, account name, and lead source. For exact email lookups use sf_contact_by_email instead.

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

What sf_search_contacts does on Salesforce Marketing

AI agents call sf_search_contacts 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
q string Yes Search query (name or email)
limit integer

Parameters from the server's own tool schema.

Why sf_search_contacts needs a policy

This tool performs contact lookups and returns contact metadata (Id, name, email, phone, title, account name, lead source). It is purely a retrieval operation with no capability to modify, delete, or execute operations. The risk is low — misuse would expose contact information but not alter data or trigger external actions.

From the tool's definition Tool description explicitly states it 'Search[es] Salesforce Contacts' and 'Returns matching contacts' — retrieves data without modification. Uses SOSL full-text search, a standard query mechanism.

Questions about sf_search_contacts

What does the sf_search_contacts tool do? +

Search Salesforce Contacts by name or email using SOSL full-text search. Returns matching contacts with Id, name, email, phone, title, account name, and lead source. For exact email lookups use sf_contact_by_email instead. 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_search_contacts accept? +

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

How do I enforce a policy on sf_search_contacts? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_search_contacts: 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_search_contacts? +

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

Can I rate-limit sf_search_contacts? +

Yes. Add a rate_limit block to the sf_search_contacts 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_search_contacts completely? +

Set action: deny in the PolicyLayer policy for sf_search_contacts. 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_search_contacts? +

sf_search_contacts 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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