Salesforce Analytics & SOQL MCP Server for Windsurf 6 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Salesforce Analytics & SOQL through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Salesforce Analytics & SOQL and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"salesforce-analytics-soql": {
"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.
Windsurf's Cascade agent chains multiple Salesforce Analytics & SOQL tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Salesforce Analytics & SOQL MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Salesforce Analytics & SOQL
Open Cascade and ask: "Using Salesforce Analytics & SOQL, help me..." — 6 tools available
Why Use Windsurf with the Salesforce Analytics & SOQL MCP Server
Windsurf provides unique advantages when paired with Salesforce Analytics & SOQL through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Salesforce Analytics & SOQL + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Salesforce Analytics & SOQL MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Salesforce Analytics & SOQL and generate models, types, or handlers based on real API responses
Live debugging: query Salesforce Analytics & SOQL tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Salesforce Analytics & SOQL and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Salesforce Analytics & SOQL data with Cascade's code generation to scaffold entire features in minutes
Salesforce Analytics & SOQL MCP Tools for Windsurf (6)
These 6 tools become available when you connect Salesforce Analytics & SOQL to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Salesforce Analytics & SOQL to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Salesforce Analytics & SOQL + Windsurf FAQ
Common questions about integrating Salesforce Analytics & SOQL MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Salesforce Analytics & SOQL with your favorite client
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Connect Salesforce Analytics & SOQL to Windsurf
Get your token, paste the configuration, and start using 6 tools in under 2 minutes. No API key management needed.