# Salesforce Analytics & SOQL MCP for AI Agents AI Agent Connect

> Salesforce Analytics & SOQL MCP lets your AI client run raw SOQL queries, pull report data, and summarize dashboard components in real-time. It connects your CRM data directly to your agent so you can ask questions about leads, opportunities, and custom objects without leaving your chat interface.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/ai-agent-connect
- **Tags:** soql-query, crm-reporting, data-visualization, sales-performance, dashboard-analytics, data-querying

## Description

Imagine you're in a meeting and need to know exactly how many deals closed in a specific region last month. Usually, that means logging into your CRM, hunting through folders, and trying to remember which report had the right filters. With this Connector, you just ask your AI client. It reaches into your Salesforce org to pull that specific data instantly. You can dig into raw data using custom queries or grab high-level summaries from your existing dashboards. It's about getting answers without the friction of manual navigation. Because Vinkius makes it so easy to connect these types of tools, you can actually use your AI as a data analyst. Instead of waiting for a BI team to build a new dashboard, you can just ask for the numbers right now. It handles the heavy lifting of navigating the CRM structure so you can focus on making decisions based on the results. Whether you're looking for a quick count of new leads or a deep dive into opportunity stages, the data is always just a conversation away. It takes the tedious work out of data retrieval so you can spend more time actually moving the needle on your sales targets.

## Tools

### sf_get_dashboard
Fetch the actual data values from charts and tables within a specific dashboard. It gives you the raw numbers behind your visual summaries.

### sf_record_count
Get the total number of records for any standard or custom object in your org. This is perfect for quick volume checks and capacity planning.

### sf_list_dashboards
Find your dashboard IDs and titles to see what visualizations are available. Use this to discover assets before pulling specific data.

### sf_list_reports
Browse your reports to find the specific IDs needed for data extraction. It helps you navigate your reporting folders quickly.

### sf_run_report
Pull the full data from a specific report ID into your chat window. This acts as a read-only way to execute reports you've already built.

### sf_run_soql
Execute raw SOQL queries to get precise data from any object or join. Use this when you need custom filters or aggregate functions.

## Prompt Examples

**Prompt:** 
```
What was our total revenue closed this quarter?
```

**Response:** 
```
Based on the Opportunity records for this quarter, here is the summary:

**Total Revenue:** $2,340,000
**Total Deals:** 47

| Stage | Count |
|---|---|
| Closed Won | 47 |
| Pipeline | 112 |
```

**Prompt:** 
```
Show me all reports in the Sales folder
```

**Response:** 
```
I found 8 reports in the Sales folder:

1. Pipeline by Stage
2. Won Deals MTD
3. Lead Conversion Rate
4. Quarterly Forecast
5. Territory Performance
6. Renewal Tracking
7. Discount Analysis
8. New Account Growth
```

**Prompt:** 
```
How many accounts do we have by industry?
```

**Response:** 
```
Here is the breakdown of accounts by industry:

| Industry | Count |
|---|---|
| Technology | 234 |
| Financial Services | 189 |
| Healthcare | 156 |
| Manufacturing | 88 |
```

## Capabilities

### Run custom SOQL queries
Ask your agent to pull specific data points from any standard or custom object using raw queries.

### Execute saved reports
Retrieve the full data set from any existing Salesforce report by simply naming it.

### Pull dashboard data
Get the actual values from charts and tables within your pre-built dashboards.

### Get record counts
Check the total volume of records for any object in your org instantly.

### List available reports
Browse through your reporting assets to find the right data source.

### List available dashboards
See a list of your visual assets to identify which dashboards to query.

## Use Cases

### Missing a specific metric
An executive asks for the win rate of a specific product line. The agent calculates it on the fly by querying the raw data.

### Quick volume check
A manager wants to know if they're hitting lead targets. The agent gives a total count in seconds.

### Report extraction
A rep needs a list of all 'Closed Won' deals over $10k. The agent finds the report and pulls the rows.

### Dashboard overview
A user wants to see the current sales health. The agent pulls the latest numbers from the main dashboard.

## Benefits

- Get instant answers to 'how many' questions without clicking through filters or manual navigation.
- Pull live data from your existing reports to see current numbers immediately in your chat.
- Access deep, custom data points when standard reports don't provide enough detail.
- View visual summaries from your dashboards to see the big picture of your sales health.
- Quickly locate your reporting assets to keep your workflow moving without hunting through folders.

## How It Works

The bottom line is you get instant access to your CRM data through a natural conversation.

1. Connect your Salesforce credentials to the Connector via your preferred client.
2. Ask your AI client to find a specific report or run a custom query.
3. Receive a formatted table or summary of the data directly in your chat window.

## Frequently Asked Questions

**Can the Salesforce Analytics & SOQL MCP see my custom objects?**
Yes, it can query any standard or custom objects in your org using raw SOQL.

**Does the Salesforce Analytics & SOQL MCP let me edit records?**
No, this Connector is designed for read-only analytics. You can view and pull data, but you cannot edit or delete records.

**How do I get data from a specific dashboard with Salesforce Analytics & SOQL?**
You can ask your agent to pull the data from a specific dashboard by name. It will fetch the values from the charts and tables for you.

**Is Salesforce Analytics & SOQL good for real-time data?**
Yes, it queries your Salesforce org in real-time to provide the most current data available.

**Can I run complex joins with Salesforce Analytics & SOQL?**
Yes, because it supports raw SOQL, you can perform complex queries including joins between different objects.

**Do I need to be a SQL expert to use Salesforce Analytics & SOQL?**
Not at all. You just talk to your AI client in plain English, and it handles the query logic for you.

**Can I run any SOQL query?**
Yes! Any valid SOQL query against standard or custom objects, respecting your field-level security.

**Can I run existing Salesforce reports?**
Yes — list all reports, then run any by ID. Returns full row data.

**Is this safe to use?**
All queries are read-only and respect your Salesforce permissions. The SOQL tool only reads data — it cannot modify records.