Salesforce Marketing
Query Salesforce leads, campaigns, pipeline, attribution, and reports from your agent for revenue and marketing alignment.
Overview
Salesforce Marketing MCP is a MCP server for the Grow phase that delivers 47 tools for Salesforce leads, campaigns, pipeline, attribution, and reporting.
What is this MCP server?
- 47 MCP tools for Salesforce marketing and revenue workflows
- Leads, campaigns, pipeline, attribution, and reporting coverage
- Username-password-token login with optional sandbox login URL
- npm salesforce-marketing-mcp v1.0.1 stdio transport
- Configurable SF_API_VERSION defaulting to 60.0
- 47 MCP tools for leads, campaigns, pipeline, attribution, and reporting
- Server version 1.0.1 npm package salesforce-marketing-mcp
- Default SF_API_VERSION 60.0 with username-password-token auth
What problem does it solve?
Revenue questions live in Salesforce while your agent works in the repo, so pipeline and attribution checks become slow manual SOQL or UI hunts.
Who is it for?
Indie SaaS founders on Salesforce who need agent-assisted reporting, campaign inspection, and pipeline context during weekly growth reviews.
Skip if: Teams without Salesforce credentials, security token discipline, or an org configured for the objects these tools expect.
What do I get? / Deliverables
Your agent can read and act on Salesforce marketing and pipeline data through MCP so growth decisions reference live CRM truth.
- 47 Salesforce-oriented MCP tools available to the agent
- Pipeline and attribution snapshots for growth decision support
- Lead and campaign context usable in automated summaries or ops runbooks
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Journey fit
Pipeline, attribution, and CRM reporting support compounding revenue operations after product-market fit traction, not pre-build ideation. Attribution and pipeline analytics are classic grow-phase measurement tasks tied to Salesforce reporting objects.
How it compares
Salesforce REST MCP connector, not a CRM migration or positioning research skill.
Common Questions / FAQ
Who is Salesforce Marketing MCP for?
Solo builders and tiny go-to-market teams using Salesforce as system of record who want agents to pull leads, campaigns, pipeline, and reports.
When should I use Salesforce Marketing MCP?
Use it in Grow when analyzing attribution, pipeline health, or campaign results alongside shipping features or preparing investor or partner updates.
How do I add Salesforce Marketing MCP to my agent?
Install salesforce-marketing-mcp from npm, set SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, optional SF_LOGIN_URL for sandbox, register stdio MCP in your agent config.