Salesforce Analytics & SOQL MCP Server
Run SOQL queries, execute reports, view dashboards, and analyze CRM data in real-time through natural conversation.
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What is the Salesforce MCP Server?
The Salesforce MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Salesforce via 6 tools. Run SOQL queries, execute reports, view dashboards, and analyze CRM data in real-time through natural conversation. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (6)
Tools for your AI Agents to operate Salesforce
Ask your AI agent "What was our total revenue closed this quarter?" and get the answer without opening a single dashboard. With 6 tools connected to real Salesforce data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Salesforce Analytics & SOQL MCP Server capabilities
6 toolsEach component includes its type, header, data values, and the source report. Dashboards provide pre-built visual summaries. Get the dashboard ID from sf_list_dashboards. Use when the user asks "show me the sales dashboard" or wants a visual summary of specific metrics. Get all component data from a specific Salesforce dashboard — charts, metrics, and tables with their underlying data
Returns dashboard title, folder, last referenced date, and dashboard ID. Dashboards contain visual components (charts, tables, metrics) built from reports. Use to find dashboard IDs before fetching their component data with sf_get_dashboard. List available Salesforce dashboards with title, folder, and last referenced date to discover visualization assets
Returns report name, folder path, report format (Tabular/Summary/Matrix), last run date, and report ID. Use when the user asks about available reports, wants to find a specific one, or needs report IDs before running them with sf_run_report. List available Salesforce reports with name, folder, format, and last run date to discover reporting assets
Returns the total number of records. Use for quick data volume checks: "how many leads do we have?", "total number of accounts", or capacity planning. Accepts any standard or custom object API name. Get the total record count for any Salesforce object — Account, Contact, Lead, Opportunity, Case, or any custom object
Get the report ID from sf_list_reports first. This is the read-only equivalent of clicking "Run Report" in the Salesforce UI. Returns up to 2000 rows. Use when the user asks for specific report data or wants to extract insights from a saved report. Execute a specific Salesforce report by ID and return its full data — all rows, columns, and groupings
This is the most powerful and flexible tool — you can query any standard or custom object, apply filters, use aggregate functions, and join related objects. Example: SELECT Id, Name, Amount, StageName FROM Opportunity WHERE StageName = 'Closed Won' AND Amount > 10000 LIMIT 10. Use when no other tool covers the specific data need, or when the user requests a custom query. Execute a raw SOQL query against your Salesforce org to retrieve any data from standard or custom objects
What the Salesforce Analytics & SOQL MCP Server unlocks
The most powerful Salesforce integration — raw SOQL access to any data in your org.
What you can do
- SOQL — Run any query against standard or custom objects
- Reports — List and execute Salesforce reports
- Dashboards — View dashboard components and data
- Counts — Get record counts for any object
Who is this for?
- Executives — "What was our win rate last quarter?"
- RevOps — Instant data without waiting for BI
- Analysts — Ad-hoc queries through conversation
Frequently asked questions about the Salesforce Analytics & SOQL MCP Server
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.
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Connect Salesforce Analytics & SOQL with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
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Give your AI agents the power of Salesforce MCP Server
Production-grade Salesforce Analytics & SOQL MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.