Salesforce Analytics & SOQL MCP Server for LlamaIndex 6 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce Analytics & SOQL as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce Analytics & SOQL. "
"You have 6 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce Analytics & SOQL?"
)
print(response)
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.
LlamaIndex agents combine Salesforce Analytics & SOQL tool responses with indexed documents for comprehensive, grounded answers. Connect 6 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex via MCP
Follow these steps to integrate the Salesforce Analytics & SOQL MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 6 tools from Salesforce Analytics & SOQL
Why Use LlamaIndex with the Salesforce Analytics & SOQL MCP Server
LlamaIndex provides unique advantages when paired with Salesforce Analytics & SOQL through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce Analytics & SOQL tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce Analytics & SOQL tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce Analytics & SOQL, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce Analytics & SOQL tools were called, what data was returned, and how it influenced the final answer
Salesforce Analytics & SOQL + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce Analytics & SOQL MCP Server delivers measurable value.
Hybrid search: combine Salesforce Analytics & SOQL real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce Analytics & SOQL to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce Analytics & SOQL for fresh data
Analytical workflows: chain Salesforce Analytics & SOQL queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce Analytics & SOQL MCP Tools for LlamaIndex (6)
These 6 tools become available when you connect Salesforce Analytics & SOQL to LlamaIndex 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 LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Salesforce Analytics & SOQL to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce Analytics & SOQL + LlamaIndex FAQ
Common questions about integrating Salesforce Analytics & SOQL MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Salesforce Analytics & SOQL with your favorite client
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Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce Analytics & SOQL to LlamaIndex
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.