Salesforce Marketing Mcp
About
MCP server for Salesforce — query leads, campaigns, pipeline, and attribution from Claude without writing a line of SOQL.
Details
- Author
- ZLeventer
- Downloads
- 176
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- 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
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
Salesforce Marketing McpCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
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.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"salesforce marketing mcp": {
"salesforce": {
"command": "npx",
"args": [
"-y",
"salesforce-marketing-mcp"
],
"env": {
"SF_USERNAME": "you@yourcompany.com",
"SF_PASSWORD": "yourpassword",
"SF_SECURITY_TOKEN": "yourtoken"
}
}
}
}
}McpServers
{
"salesforce": {
"command": "npx",
"args": [
"-y",
"salesforce-marketing-mcp"
],
"env": {
"SF_USERNAME": "you@yourcompany.com",
"SF_PASSWORD": "yourpassword",
"SF_SECURITY_TOKEN": "yourtoken"
}
}
}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.
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