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Vinkius
AutoGenFramework
AutoGen
Why use Salesforce Analytics & SOQL MCP Server with AutoGen?

Bring Soql Query
to AutoGen

Create your Vinkius account to connect Salesforce Analytics & SOQL to AutoGen and start using all 6 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.

MCP Inspector GDPR Free for Subscribers
Sf Get DashboardSf List DashboardsSf List ReportsSf Record CountSf Run ReportSf Run Soql
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Compatible with every major AI agent and IDE

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Salesforce Analytics & SOQL

What is the Salesforce Analytics & SOQL MCP Server?

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

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

Who is this for?

  • Executives — "What was our win rate last quarter?"
  • RevOps — Instant data without waiting for BI
  • Analysts — Ad-hoc queries through conversation

Built-in capabilities (6)

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

Why AutoGen?

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Salesforce Analytics & SOQL tools. Connect 6 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

  • 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

A
See it in action

Salesforce Analytics & SOQL in AutoGen

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Enterprise Security

Why run Salesforce Analytics & SOQL with Vinkius?

The Salesforce Analytics & SOQL connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 6 tools are ready to work instantly without any complex setup.

You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

Salesforce Analytics & SOQL
Fully ManagedNo server setup
Plug & PlayNo coding needed
SecurePrivacy protected
PrivateYour data is safe
Cost ControlBudget limits
Control1-click disconnect
Auto-UpdatesMaintenance free
High SpeedOptimized for AI
Reliable99.9% uptime
Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents
Connect securely in under 30 seconds
Complete visibility into every agent action
Optimize spending and track token ROI

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect Salesforce Analytics & SOQL using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Why Vinkius

Salesforce Analytics & SOQL and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Salesforce Analytics & SOQL to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.

4,000+MCP Integrations
<40msResponse time
100%Fully managed
Raw MCP
Vinkius
Ready-to-use MCPsFind and configure each manually4,000+ MCPs ready to use
Connection SetupManual coding & server setup1-click instant connection
Server HostingYou host it yourself (needs 24/7 uptime)100% hosted & managed by Vinkius
Security & PrivacyStored in plaintext config filesBank-grade encrypted vault
Activity VisibilityBlind execution (no logs or tracking)Live dashboard with real-time logs
Cost ControlRunaway AI token spend riskAutomatic budget limits
Revoking AccessMust delete files or code to stop1-click disconnect button
The Vinkius Advantage

How Vinkius secures Salesforce Analytics & SOQL for AutoGen

Every request between AutoGen and Salesforce Analytics & SOQL is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

Can I run any SOQL query?

Yes! Any valid SOQL query against standard or custom objects, respecting your field-level security.

02

Can I run existing Salesforce reports?

Yes — list all reports, then run any by ID. Returns full row data.

03

Is this safe to use?

All queries are read-only and respect your Salesforce permissions. The SOQL tool only reads data — it cannot modify records.

04

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Salesforce Analytics & SOQL tools during their conversation turns.

05

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.

06

Does AutoGen support human approval for tool calls?

Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.

07

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

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