Salesforce Analytics & SOQL MCP Server for AutoGen 6 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Salesforce Analytics & SOQL as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="salesforce_analytics_soql_agent",
tools=tools,
system_message=(
"You help users with Salesforce Analytics & SOQL. "
"6 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Salesforce Analytics & SOQL MCP Server
The most powerful Salesforce integration — raw SOQL access to any data in your org.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Salesforce Analytics & SOQL tools. Connect 6 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
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
The Salesforce Analytics & SOQL MCP Server exposes 6 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Salesforce Analytics & SOQL to AutoGen via MCP
Follow these steps to integrate the Salesforce Analytics & SOQL MCP Server with AutoGen.
Install AutoGen
Run pip install "autogen-ext[mcp]"
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Integrate into workflow
Use the agent in your AutoGen multi-agent orchestration
Explore tools
The workbench discovers 6 tools from Salesforce Analytics & SOQL automatically
Why Use AutoGen with the Salesforce Analytics & SOQL MCP Server
AutoGen provides unique advantages when paired with Salesforce Analytics & SOQL through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Salesforce Analytics & SOQL tools to solve complex tasks
Role-based architecture lets you assign Salesforce Analytics & SOQL tool access to specific agents — a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Salesforce Analytics & SOQL tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Salesforce Analytics & SOQL tool responses in an isolated environment
Salesforce Analytics & SOQL + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Salesforce Analytics & SOQL MCP Server delivers measurable value.
Collaborative analysis: one agent queries Salesforce Analytics & SOQL while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Salesforce Analytics & SOQL, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Salesforce Analytics & SOQL data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Salesforce Analytics & SOQL responses in a sandboxed execution environment
Salesforce Analytics & SOQL MCP Tools for AutoGen (6)
These 6 tools become available when you connect Salesforce Analytics & SOQL to AutoGen via MCP:
sf_get_dashboard
Each 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
sf_list_dashboards
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
sf_list_reports
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
sf_record_count
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
sf_run_report
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
sf_run_soql
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
Example Prompts for Salesforce Analytics & SOQL in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Salesforce Analytics & SOQL immediately.
"What was our total revenue closed this quarter?"
"Show me all reports in the Sales folder"
"How many accounts do we have by industry?"
Troubleshooting Salesforce Analytics & SOQL MCP Server with AutoGen
Common issues when connecting Salesforce Analytics & SOQL to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Salesforce Analytics & SOQL + AutoGen FAQ
Common questions about integrating Salesforce Analytics & SOQL MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
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Connect Salesforce Analytics & SOQL to AutoGen
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.