Salesforce Analytics & SOQL MCP Server for Claude Desktop 6 tools — connect in under 2 minutes
Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.
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{
"mcpServers": {
"salesforce-analytics-soql": {
// Your Vinkius token — get it at cloud.vinkius.com
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Claude Desktop is the definitive way to connect Salesforce Analytics & SOQL to your AI workflow. Add the Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 6 tools in the chat interface — ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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 Claude Desktop 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 Claude Desktop via MCP
Follow these steps to integrate the Salesforce Analytics & SOQL MCP Server with Claude Desktop.
Open Claude Desktop Settings
Go to Settings → Developer → Edit Config to open claude_desktop_config.json
Add the MCP Server
Paste the configuration above into the mcpServers section
Restart Claude Desktop
Close and reopen Claude Desktop to load the new server
Start using Salesforce Analytics & SOQL
Look for the 🔌 icon in the chat — your 6 tools are now available
Why Use Claude Desktop with the Salesforce Analytics & SOQL MCP Server
Claude Desktop by Anthropic provides unique advantages when paired with Salesforce Analytics & SOQL through the Model Context Protocol.
Claude Desktop is the reference MCP client — it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
Enterprise-grade security with local config storage — your tokens never leave your machine, and connections go directly to the Vinkius Edge network
Salesforce Analytics & SOQL + Claude Desktop Use Cases
Practical scenarios where Claude Desktop combined with the Salesforce Analytics & SOQL MCP Server delivers measurable value.
Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation
Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies — all through natural language
Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary
Learning and training: new team members can explore API capabilities conversationally without needing to read documentation
Salesforce Analytics & SOQL MCP Tools for Claude Desktop (6)
These 6 tools become available when you connect Salesforce Analytics & SOQL to Claude Desktop 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 Claude Desktop
Ready-to-use prompts you can give your Claude Desktop 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 Claude Desktop
Common issues when connecting Salesforce Analytics & SOQL to Claude Desktop through the Vinkius, and how to resolve them.
Server not appearing after restart
~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).Authentication error
Tools not showing in chat
Salesforce Analytics & SOQL + Claude Desktop FAQ
Common questions about integrating Salesforce Analytics & SOQL MCP Server with Claude Desktop.
How does Claude Desktop discover MCP tools?
claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.What happens if the MCP server is temporarily unavailable?
Can I connect multiple MCP servers simultaneously?
mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.Is there a limit on the number of tools per server?
Does Claude Desktop support Streamable HTTP transport?
Connect Salesforce Analytics & SOQL with your favorite client
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Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce Analytics & SOQL to Claude Desktop
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.
