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Salesforce Analytics & SOQL MCP Server for OpenAI Agents SDK 6 tools — connect in under 2 minutes

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The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Salesforce Analytics & SOQL through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

Vinkius supports streamable HTTP and SSE.

python
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Salesforce Analytics & SOQL Assistant",
            instructions=(
                "You help users interact with Salesforce Analytics & SOQL. "
                "You have access to 6 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Salesforce Analytics & SOQL"
        )
        print(result.final_output)

asyncio.run(main())
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About Salesforce Analytics & SOQL MCP Server

The most powerful Salesforce integration — raw SOQL access to any data in your org.

The OpenAI Agents SDK auto-discovers all 6 tools from Salesforce Analytics & SOQL through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Salesforce Analytics & SOQL, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Salesforce Analytics & SOQL MCP Server with OpenAI Agents SDK.

01

Install the SDK

Run pip install openai-agents in your Python environment

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

03

Run the script

Save the code above and run it: python agent.py

04

Explore tools

The agent will automatically discover 6 tools from Salesforce Analytics & SOQL

Why Use OpenAI Agents SDK with the Salesforce Analytics & SOQL MCP Server

OpenAI Agents SDK provides unique advantages when paired with Salesforce Analytics & SOQL through the Model Context Protocol.

01

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

02

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

03

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

04

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Salesforce Analytics & SOQL + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Salesforce Analytics & SOQL MCP Server delivers measurable value.

01

Automated workflows: build agents that query Salesforce Analytics & SOQL, process the data, and trigger follow-up actions autonomously

02

Multi-agent orchestration: create specialist agents — one queries Salesforce Analytics & SOQL, another analyzes results, a third generates reports

03

Data enrichment pipelines: stream data through Salesforce Analytics & SOQL tools and transform it with OpenAI models in a single async loop

04

Customer support bots: agents query Salesforce Analytics & SOQL to resolve tickets, look up records, and update statuses without human intervention

Salesforce Analytics & SOQL MCP Tools for OpenAI Agents SDK (6)

These 6 tools become available when you connect Salesforce Analytics & SOQL to OpenAI Agents SDK via MCP:

01

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

02

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

03

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

04

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

05

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

06

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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK agent to start working with Salesforce Analytics & SOQL immediately.

01

"What was our total revenue closed this quarter?"

02

"Show me all reports in the Sales folder"

03

"How many accounts do we have by industry?"

Troubleshooting Salesforce Analytics & SOQL MCP Server with OpenAI Agents SDK

Common issues when connecting Salesforce Analytics & SOQL to OpenAI Agents SDK through the Vinkius, and how to resolve them.

01

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents
02

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Salesforce Analytics & SOQL + OpenAI Agents SDK FAQ

Common questions about integrating Salesforce Analytics & SOQL MCP Server with OpenAI Agents SDK.

01

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.
02

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.
03

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with the Vinkius.

Connect Salesforce Analytics & SOQL to OpenAI Agents SDK

Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.