Salesforce Analytics & SOQL MCP. Query any object directly. No UI clicks required.

You're tired of clicking through menus just to see a number or two, right? This MCP Server hooks your AI client up straight to Salesforce data, giving you raw access to anything in your org—no code required. You can run custom queries, pull reports, and drill down into dashboards using plain conversation.

It’s like having an analyst sitting next to you who types faster than you speak.

Raw SOQL Querying

With the sf_run_soql tool, you'll send a specific query—for example, something asking for all Accounts where the Industry is 'Tech'—and your agent pulls back every single matching record. This lets you filter, join, or aggregate data across multiple objects in your Salesforce org. It’s how you get precise sets of data points that standard reports often miss.

You can query anything from complex relationships to basic object fields.

Running Specific Reports

To work with existing reporting assets, you'll use two tools. First, the sf_list_reports tool returns a full catalog showing every report in your Salesforce account. It lists their name, folder location, and whether they’re Summary or Matrix formatted. Once you know what reports exist, you can execute them using sf_run_report.

This runs the specific report by its ID and gives you up to 2000 rows of structured data right in your chat window. You don't just get the name; you get the whole damn dataset.

Checking Data Volume and Metrics

Need a quick pulse on how big something is? The sf_record_count tool handles that instantly. Just ask, 'How many Cases do we have?' and it spits out one integer: the total count of records for any object. It’s perfect for fast volume checks—you won't waste time navigating to a list view just to get a number.

Working with Dashboards

When you need a visual summary, you gotta work through two steps because dashboards are layered. First, use sf_list_dashboards. This tool shows you all the available visual summaries, listing their titles, folder paths, and when they were last referenced. You'll find the specific dashboard ID you need from this list.

Second, once you have that ID, the sf_get_dashboard tool extracts everything underneath those visuals—it grabs the component data, including charts, metrics, and underlying tables. This gives you the raw numbers and metrics that make up whatever visual summary is displayed on the board.

How It All Connects

You can run these tools independently or use them together. You'll start by listing available dashboards to find the ID, then pass that ID to pull out all the component data for deep analysis. If you need a report first, you list reports, grab the ID, and execute it into raw rows of data.

The SOQL tool remains your ultimate fallback; if no pre-built report or dashboard works, you write the query yourself using sf_run_soql to get exactly what you're looking for.

This server treats Salesforce like a database endpoint—it doesn’t care about the UI, only the data. You talk business logic, and your agent delivers the raw records, counts, or component metrics instantly. It’s fast. It’s accurate. It skips all the corporate bullshit layers between you and the truth in your CRM.