How to Use the Salesforce Marketing Cloud MCP in Windsurf

Windsurf connects directly to Salesforce Marketing Cloud to build campaigns and track lead attribution autonomously.

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Connect Salesforce Marketing Cloud MCP to Windsurf

Create your Vinkius account to connect Salesforce Marketing Cloud to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Salesforce Marketing Cloud with Windsurf

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Claude

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Let Windsurf Cascade your marketing data

`sf_search_campaigns` lets your IDE dig up past marketing initiatives by name to check lead conversion numbers and actual cost. Cascade reads your prompt, finds the underperforming segments, and figures out exactly what data you need without asking for permission. When you ask for an ROI breakdown, the agent fires `sf_campaign_performance` to grab aggregate metrics across all channels. It pulls those campaign counts and total budgets straight into your editor so you can analyze the spend without touching a browser.

Build campaigns from your editor

`sf_create_campaign` accepts a name, type, and budgeted cost to instantly spin up new marketing efforts inside Salesforce. You just tell the agent you need a webinar initiative for next month, and it handles the exact date formatting and status defaults. Once the shell exists, Cascade strings together the next logical steps. It can pull a list of targeted accounts from your local files and push them straight into the system using the API.

Track members and engagement states

`sf_add_campaign_member` takes a contact ID or lead ID and drops them into a specific campaign tracking bucket. The status defaults to "Sent", but your agent can flip that to "Responded" based on webhook data or local logs you feed it. To see if your outreach actually worked, `sf_campaign_members` pulls down the entire list of enrolled leads alongside their response dates. This gives you raw attribution data right in your workspace to cross-reference with your own internal databases.

Setup guide

Set up Salesforce Marketing Cloud MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Salesforce Marketing Cloud MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Salesforce Marketing Cloud payment history." If connected, Cascade will call the Salesforce Marketing Cloud tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "salesforce-marketing-cloud-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesforce. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Salesforce Marketing Cloud MCP in Windsurf

Open your MCP panel and hit the Marketplace tab for a one-click install. You can also edit ~/.codeium/windsurf/mcp_config.json manually and add the server details. Click refresh, and Cascade will auto-discover the new tools.

Yes, the integration tracks both planned and actual costs. You can query performance metrics to see exactly where your marketing dollars went across different campaign types.

Cascade can chain the required steps to track attribution. It pulls member statuses and response dates, then drops that raw data into your local analytics scripts.

The creation tool supports standard categories like Email, Conference, Webinar, Trade Show, Public Relations, Advertisement, Banner Ads, and Telemarketing. You just define the type in your prompt.

The system only reads the specific contact IDs, lead IDs, and budget numbers you request. Vinkius runs this connection inside a V8 Isolate Sandbox, meaning the memory drops the second your session ends. Your customer lists never hit external storage.

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