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MCP server for Salesforce — 47 tools for leads, campaigns, pipeline, attribution, and reporting.
MCP server for Salesforce — 47 tools for leads, campaigns, pipeline, attribution, and reporting.
The MCP server implements Salesforce marketing operations functionality with proper authentication via jsforce, but has significant security concerns around credential handling, SOQL injection vulnerabilities, and overly permissive operations. Credentials are required (username, password, security token) but are passed via environment variables as plaintext, and multiple SOQL queries use string interpolation without parameterization, creating SQL injection attack surface. The server's broad permissions match its marketing purpose, but the injection vulnerabilities and lack of input sanitization present real risks. Supply chain analysis found 3 known vulnerabilities in dependencies (0 critical, 3 high severity). Package verification found 1 issue.
6 files analyzed · 12 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
This plugin requests these system permissions. Most are normal for its category.
Set these up before or after installing:
Environment variable: SF_USERNAME
Environment variable: SF_PASSWORD
Environment variable: SF_SECURITY_TOKEN
Environment variable: SF_LOGIN_URL
Environment variable: SF_API_VERSION
Add this to your MCP configuration file:
{
"mcpServers": {
"io-github-zleventer-salesforce-marketing-mcp": {
"env": {
"SF_PASSWORD": "your-sf-password-here",
"SF_USERNAME": "your-sf-username-here",
"SF_LOGIN_URL": "your-sf-login-url-here",
"SF_API_VERSION": "your-sf-api-version-here",
"SF_SECURITY_TOKEN": "your-sf-security-token-here"
},
"args": [
"-y",
"salesforce-marketing-mcp"
],
"command": "npx"
}
}
}From the project's GitHub README.
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.
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.
Once installed, ask Claude things like:
🎥 Walkthrough video coming soon — pulling pipeline by campaign from Claude in under 60 seconds.
No connected app or OAuth setup required.
npm install -g salesforce-marketing-mcp
# or run directly with npx
npx salesforce-marketing-mcp
| 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"
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 mcp add salesforce-marketing-mcp \
-e SF_USERNAME=you@yourcompany.com \
-e SF_PASSWORD=yourpassword \
-e SF_SECURITY_TOKEN=yourtoken \
-- npx salesforce-marketing-mcp
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"
}
}
}
}
| 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 |
INVALID_SESSION_ID errors.SF_LOGIN_URL=https://test.salesforce.com to target a sandbox.limit parameters to control result sizes.MIT
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