Salesforce Marketing Cloud MCP Server for LlamaIndex 6 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce Marketing Cloud as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce Marketing Cloud. "
"You have 6 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce Marketing Cloud?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Salesforce Marketing Cloud MCP Server
Connect Salesforce Marketing to any AI agent.
LlamaIndex agents combine Salesforce Marketing Cloud tool responses with indexed documents for comprehensive, grounded answers. Connect 6 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Campaigns — Search, create, and filter by status
- Members — View and add leads/contacts to campaigns
- Performance — Aggregate metrics by campaign type
The Salesforce Marketing Cloud MCP Server exposes 6 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Salesforce Marketing Cloud to LlamaIndex via MCP
Follow these steps to integrate the Salesforce Marketing Cloud MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 6 tools from Salesforce Marketing Cloud
Why Use LlamaIndex with the Salesforce Marketing Cloud MCP Server
LlamaIndex provides unique advantages when paired with Salesforce Marketing Cloud through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce Marketing Cloud tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce Marketing Cloud tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce Marketing Cloud, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce Marketing Cloud tools were called, what data was returned, and how it influenced the final answer
Salesforce Marketing Cloud + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce Marketing Cloud MCP Server delivers measurable value.
Hybrid search: combine Salesforce Marketing Cloud real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce Marketing Cloud to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce Marketing Cloud for fresh data
Analytical workflows: chain Salesforce Marketing Cloud queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce Marketing Cloud MCP Tools for LlamaIndex (6)
These 6 tools become available when you connect Salesforce Marketing Cloud to LlamaIndex via MCP:
sf_add_campaign_member
Provide campaignId and either contactId OR leadId (not both). Status defaults to "Sent" but can be set to "Responded", "Registered", etc. based on your campaign member statuses. Returns the created membership record. Add a lead or contact to a Salesforce marketing campaign for attribution tracking and engagement measurement
sf_campaign_members
Returns member name, type (Lead or Contact), status (Sent/Responded/etc.), and response date. Use to see who is in a campaign, track engagement, or analyze campaign reach. Essential for campaign ROI and attribution analysis. Get all leads and contacts enrolled in a specific Salesforce campaign with their membership status and response dates
sf_campaign_performance
Returns the number of campaigns, total leads generated, total conversions, total budgeted cost, and actual cost per campaign type. Provides an instant ROI overview across all marketing channels. Use for marketing dashboard, channel-level performance comparison, or budget allocation analysis. Get aggregate marketing campaign performance — campaign counts, total leads, conversions, and costs grouped by campaign type
sf_campaigns_by_status
Returns campaigns with lead/contact counts, budget, and conversion data. Use for questions like "which campaigns are currently running?" or "show completed campaigns with their results." Get Salesforce campaigns filtered by status — Planned, In Progress, Completed, or Aborted — with full metrics
sf_create_campaign
Name is required. Type: Email, Conference, Webinar, Trade Show, Public Relations, Advertisement, Banner Ads, Telemarketing. Status defaults to "Planned". Dates use YYYY-MM-DD. budgetedCost is the planned spend. Returns the created campaign with its Salesforce ID. Create a new marketing campaign in Salesforce with name, type, status, dates, description, and budget
sf_search_campaigns
Returns campaign name, status (Planned/In Progress/Completed/Aborted), type (Email/Conference/Webinar/Advertisement), start/end dates, number of leads generated, contacts converted, budgeted cost, and actual cost. Use when the user asks about marketing initiatives, campaign performance, or budget spend. Search Salesforce marketing campaigns by name to find initiatives with status, type, budget, and lead/contact conversion metrics
Example Prompts for Salesforce Marketing Cloud in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Salesforce Marketing Cloud immediately.
"What is the conversion rate of our Email campaigns?"
"Create a new webinar campaign for Q2 product launch"
"Show me all in-progress campaigns"
Troubleshooting Salesforce Marketing Cloud MCP Server with LlamaIndex
Common issues when connecting Salesforce Marketing Cloud to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce Marketing Cloud + LlamaIndex FAQ
Common questions about integrating Salesforce Marketing Cloud MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Salesforce Marketing Cloud with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
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TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce Marketing Cloud to LlamaIndex
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.