salesforce-marketing-mcp

MCP server for Salesforce — query leads, campaigns, pipeline, and attribution from Claude without writing a line of SOQL.

47 tools spanning Leads, Contacts, Accounts, Campaigns, Campaign Members, Tasks, and Analytics Reports — plus 14 marketing reporting tools (campaign ROI, lead source attribution, pipeline by campaign, MQL trend, CampaignInfluence). Built for marketing ops, revenue ops, and B2B teams who want AI-assisted answers without pestering RevOps for another report.

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Why this exists

Marketing ops teams need answers like "which campaigns drove the most pipeline last quarter" or "what's our MQL trend by month" and usually end up pestering RevOps or copy-pasting Lightning report URLs. This server ships those queries as first-class tools — campaign ROI, CampaignInfluence rollups, lead source breakdowns, MQL trends — so anyone with API access can ask in plain English and get a structured answer.

Most Salesforce MCP servers stop at CRUD on standard objects. The 14 marketing reporting tools are the differentiator — they run the queries marketing ops actually needs.

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Example prompts

Once installed, ask Claude things like:

• "What are my top 5 campaigns by won revenue this quarter?"
• "Show the lead source breakdown for the last 90 days, with conversion rates."
• "Which campaigns have the highest ROI? Include cost per lead."
• "Show the MQL trend by month for this year."
• "Add all leads from this list to the Q2 Webinar campaign with status 'Invited'."
• "What's our current pipeline summary by stage with weighted values?"
• "Pull CampaignInfluence for our Q1 ABM program and rank by sourced revenue."

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Demo

🎥 Walkthrough video coming soon — pulling pipeline by campaign from Claude in under 60 seconds.

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Features

• Leads — Search, get, create, update, and convert leads
• Contacts — Search, get, create, update, and look up by email
• Accounts — Search, get, and list contacts per account
• Campaigns — List, get, create, and update campaigns
• Campaign Members — List members, add individuals, bulk-add up to 200, update statuses
• Tasks — Create tasks; list by lead, contact, or campaign
• Analytics Reports — List, run, and describe Salesforce Analytics reports
• Campaign Analytics — ROI calc, member status breakdown, top campaigns, performance trends
• Attribution — Lead source breakdown, pipeline by campaign, CampaignInfluence, won revenue by campaign, lead conversion metrics
• Pipeline — Pipeline summary, pipeline by lead source, MQL trend, forecast summary
• Activity — Activity summary by dimension, recent activities by lead or contact
• Power tools — Raw SOQL, SObject describe, list all objects

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Prerequisites

• A Salesforce org (any edition with API access)
• Your Salesforce username, password, and security token
  • To get/reset your security token: Settings > Personal Information > Reset My Security Token
• Node.js 20 or later

No connected app or OAuth setup required.

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Setup

1. Install

npm install -g salesforce-marketing-mcp
# or run directly with npx
npx salesforce-marketing-mcp

2. Environment variables

Variable	Required	Default	Description
SF_USERNAME	Yes	—	Salesforce login email
SF_PASSWORD	Yes	—	Salesforce password
SF_SECURITY_TOKEN	Yes	—	Security token (appended to password on login)
SF_LOGIN_URL	No	https://login.salesforce.com	Use https://test.salesforce.com for sandboxes
SF_API_VERSION	No	60.0	Salesforce API version

Create a .env file or set them in your shell:

export SF_USERNAME="you@yourcompany.com"
export SF_PASSWORD="yourpassword"
export SF_SECURITY_TOKEN="yourtoken"
# For sandbox:
export SF_LOGIN_URL="https://test.salesforce.com"

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Usage

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["salesforce-marketing-mcp"],
      "env": {
        "SF_USERNAME": "you@yourcompany.com",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken",
        "SF_LOGIN_URL": "https://login.salesforce.com"
      }
    }
  }
}

Claude Code

claude mcp add salesforce-marketing-mcp \
  -e SF_USERNAME=you@yourcompany.com \
  -e SF_PASSWORD=yourpassword \
  -e SF_SECURITY_TOKEN=yourtoken \
  -- npx salesforce-marketing-mcp

Cursor

In .cursor/mcp.json:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["salesforce-marketing-mcp"],
      "env": {
        "SF_USERNAME": "you@yourcompany.com",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken"
      }
    }
  }
}

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Tools reference

Tool	Description
sf_search_leads	SOSL search across lead name, email, and company
sf_get_lead	Full lead record by ID
sf_create_lead	Create a new lead
sf_update_lead	Update any lead fields
sf_convert_lead	Convert lead to Account / Contact / Opportunity
sf_search_contacts	SOSL search across contact name and email
sf_get_contact	Full contact record with Account name
sf_create_contact	Create a new contact
sf_update_contact	Update any contact fields
sf_contact_by_email	Find contacts by email address (up to 10 matches)
sf_search_accounts	SOSL search on account name
sf_get_account	Account record with open opp count and lead count
sf_list_account_contacts	Contacts associated with an account
sf_list_campaigns	List campaigns with optional status/type/active filters
sf_get_campaign	Full campaign record with all performance metrics
sf_create_campaign	Create a new campaign
sf_update_campaign	Update any campaign fields
sf_get_campaign_members	List campaign members with lead/contact details
sf_add_campaign_member	Add a single lead or contact to a campaign
sf_bulk_add_campaign_members	Add up to 200 leads/contacts in one call
sf_update_campaign_member_status	Update member status and HasResponded flag
sf_create_task	Create a task linked to a lead, contact, or campaign
sf_list_tasks_by_lead	Tasks associated with a lead
sf_list_tasks_by_contact	Tasks associated with a contact
sf_list_tasks_by_campaign	Tasks associated with a campaign
sf_list_reports	List available Salesforce Analytics reports
sf_run_report	Execute a report and return structured rows
sf_get_report_metadata	Column definitions and groupings for a report
sf_campaign_roi	ROI, CPL, CPO, and response rate per campaign
sf_campaign_member_status_breakdown	Member status counts for a campaign
sf_top_campaigns	Rank campaigns by responses, opps, or won revenue
sf_campaign_performance_trend	Member additions over time (week/month)
sf_lead_source_breakdown	Lead volume, conversions, and revenue by lead source
sf_pipeline_by_campaign	Open pipeline grouped by campaign and stage
sf_campaign_influence	CampaignInfluence records linking campaigns to opps
sf_won_revenue_by_campaign	Closed-won revenue grouped by primary campaign
sf_lead_conversion_metrics	Conversion rates by lead source or campaign
sf_pipeline_summary	Pipeline by stage: count, amount, probability, weighted
sf_pipeline_by_lead_source	Pipeline grouped by lead source
sf_mql_trend	MQL (or any status) volume over time
sf_forecast_summary	Expected revenue for opps closing in a date range
sf_activity_summary	Task/event counts by lead source, campaign, or owner
sf_recent_activities_by_lead	Tasks and events for a specific lead
sf_recent_activities_by_contact	Tasks and events for a specific contact
sf_run_soql	Execute raw SOQL (escape hatch for custom queries)
sf_describe_object	Full field metadata for any SObject
sf_list_objects	List all queryable SObjects with optional filter

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How it works

• Auth: Connects via Salesforce username + password + security token using jsforce. The connection is cached for 25 minutes and automatically refreshed on INVALID_SESSION_ID errors.
• Production and sandbox: Set SF_LOGIN_URL=https://test.salesforce.com to target a sandbox.
• Rate limits: All queries respect Salesforce API limits. Use limit parameters to control result sizes.

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License

MIT