Salesforce Marketing Mcp

@ZLeventer

About Salesforce Marketing Mcp

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

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": [
        "-y",
        "salesforce-marketing-mcp"
      ],
      "env": {
        "SF_USERNAME": "[email protected]",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken"
      }
    }
  }
}

Tools

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Overview

What is Salesforce Marketing Mcp?

Salesforce Marketing Mcp is an MCP server that lets you query Salesforce data—leads, campaigns, pipeline, and attribution—from AI assistants like Claude without writing SOQL. It provides 47 tools covering standard objects and 14 marketing-specific reporting tools for campaign ROI, lead source attribution, and MQL trends.

How to use Salesforce Marketing Mcp?

Connect the server to an MCP-compatible client (e.g., Claude) using valid Salesforce API credentials. Once configured, you can ask questions in plain English, and the server translates them into Salesforce queries automatically.

Key features of Salesforce Marketing Mcp

47 tools for Leads, Contacts, Accounts, Campaigns, and more
14 dedicated marketing reporting tools (campaign ROI, MQL trends)
No SOQL required – natural language queries
Works with Claude and other MCP clients
Focused on campaign and pipeline analysis

Use cases of Salesforce Marketing Mcp

Find which campaigns drove the most pipeline last quarter
View monthly MQL trends directly from Salesforce
Retrieve campaign ROI and lead source attribution breakdowns
Get structured answers for marketing ops without involving RevOps

FAQ from Salesforce Marketing Mcp

What data objects does Salesforce Marketing Mcp support?

It supports Leads, Contacts, Accounts, Campaigns, Campaign Members, Tasks, and Analytics Reports, plus 14 marketing reporting tools.

Do I need to know SOQL to use it?

No – the server translates natural language prompts into Salesforce queries automatically.

Frequently asked questions

What data objects does Salesforce Marketing Mcp support?

It supports Leads, Contacts, Accounts, Campaigns, Campaign Members, Tasks, and Analytics Reports, plus 14 marketing reporting tools.

Do I need to know SOQL to use it?

No – the server translates natural language prompts into Salesforce queries automatically.

Comments

Basic information

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