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.

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.

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."

Demo

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

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

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.

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="[email protected]"
export SF_PASSWORD="yourpassword"
export SF_SECURITY_TOKEN="yourtoken"
# For sandbox:
export SF_LOGIN_URL="https://test.salesforce.com"

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": "[email protected]",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken",
        "SF_LOGIN_URL": "https://login.salesforce.com"
      }
    }
  }
}

Claude Code

claude mcp add salesforce-marketing-mcp \
  -e [email protected] \
  -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": "[email protected]",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken"
      }
    }
  }
}

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 |

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.

License

MIT