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Salesforce Marketing Mcp

@ZLeventer

关于 Salesforce Marketing Mcp

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

基本信息

分类

数据与分析

传输方式

stdio

发布者

ZLeventer

提交者

Zach Leventer

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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.

评论

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