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# salesforce-marketing-mcp
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**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
```bash
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:
```bash
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"
```
---
## Usage
### Claude Desktop
Add to `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
```json
{
"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
```bash
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`:
```json
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["salesforce-marketing-mcp"],
"env": {
"SF_USERNAME": "you@yourcompany.com",
"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](https://jsforce.github.io). 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
