Claude Desktop connects to Salesforce Marketing Cloud through the CData MCP Server for Salesforce Marketing Cloud using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Salesforce Marketing Cloud via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Salesforce Marketing Cloud.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "How many active subscribers do we have right now?"
• "List all contacts added to our database in the last 30 days."
• "Give me a breakdown of bounces by type for our latest email send."
• "How did our welcome email series perform compared to our promotional emails?"
• "List all contacts who exited a journey before completing all steps."
• "Which journey steps have the highest drop-off rates?"
• "How many emails were successfully delivered yesterday?"
• "Which contacts received more than three emails in the past week?"
• "Which age group has the highest engagement with our emails?"
• "Create a list of contacts who opened an email but didn't click any links."
• "What are the most recent records added to our VIP_Customers data extension?"
• "Show me the average purchase amount for users in the loyalty program who received email campaigns."

Claude securely executes the query using the MCP Server and responds using the live results from Salesforce Marketing Cloud.