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Salesforce Marketing

MCP server for Salesforce — 47 tools for leads, campaigns, pipeline, attribution, and reporting.

automate.revenue_ops.personalization
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Install Salesforce Marketing in your MCP client

Salesforce Marketing is a Model Context Protocol server. Add it to your MCP client config once, restart, and the server's tools become available to your AI assistant. The same JSON snippet below works across all four major clients — only the config file path differs.

  1. Locate your client's MCP config file.
    • Cursor: ~/.cursor/mcp.json
    • Claude Desktop (macOS): ~/Library/Application Support/Claude/claude_desktop_config.json
    • Claude Desktop (Windows): %APPDATA%\Claude\claude_desktop_config.json
    • VS Code: Settings → Extensions → MCP
    • Windsurf: Settings → MCP Servers
  2. Add Salesforce Marketing to the mcpServers map — paste the snippet below into your config file. If you already have other MCP servers, merge the entry into the existing mcpServers object.
  3. Restart your client so it picks up the new server.
  4. Verify — ask the assistant to list available tools; Salesforce Marketing's tools should appear.
{
  "mcpServers": {
    "salesforce-marketing": {
      "command": "npx",
      "args": [
        "-y",
        "salesforce-marketing-mcp"
      ],
      "env": {
        "SF_USERNAME": "<your-sf-username>",
        "SF_PASSWORD": "<your-sf-password>",
        "SF_SECURITY_TOKEN": "<your-sf-security-token>",
        "SF_LOGIN_URL": "<your-sf-login-url>",
        "SF_API_VERSION": "<your-sf-api-version>"
      }
    }
  }
}

Install Salesforce Marketing in Cursor

Open ~/.cursor/mcp.json in your editor, paste the snippet above into mcpServers, save, and restart Cursor. Salesforce Marketing will show up in the assistant's tool list on next launch.

Install Salesforce Marketing in Claude Desktop (macOS)

Open ~/Library/Application Support/Claude/claude_desktop_config.json in your editor, paste the snippet above into mcpServers, save, and restart Claude Desktop (macOS). Salesforce Marketing will show up in the assistant's tool list on next launch.

Install Salesforce Marketing in Claude Desktop (Windows)

Open %APPDATA%\Claude\claude_desktop_config.json in your editor, paste the snippet above into mcpServers, save, and restart Claude Desktop (Windows). Salesforce Marketing will show up in the assistant's tool list on next launch.

Install Salesforce Marketing in VS Code

Open Settings → Extensions → MCP in your editor, paste the snippet above into mcpServers, save, and restart VS Code. Salesforce Marketing will show up in the assistant's tool list on next launch.

npm package: salesforce-marketing-mcp

Required environment variables

Salesforce Marketing needs the following environment variables set before it can run. Add them to the env block of your mcpServers entry, or export them in your shell before launching the client.

  • SF_USERNAME
  • SF_PASSWORD
  • SF_SECURITY_TOKEN
  • SF_LOGIN_URL
  • SF_API_VERSION

Transport

Salesforce Marketing supports the following MCP transports. Most AI clients use stdio by default for locally-installed servers.

stdio

More automate.revenue_ops.personalization MCP servers

Other Model Context Protocol servers in the same space as Salesforce Marketing. Each one adds different capabilities to your AI assistant — pick based on the data sources or workflows you need.

Browse the full MCP server directory or use Stork's one-line install to let your agent pick the right server automatically.