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Claude DesktopIDE
Why use Salesforce Analytics & SOQL MCP Server with Claude Desktop?

Bring Soql Query
to Claude Desktop

Create your Vinkius account to connect Salesforce Analytics & SOQL to Claude Desktop 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.

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Sf Get DashboardSf List DashboardsSf List ReportsSf Record CountSf Run ReportSf Run Soql
ChatGPT Claude Perplexity

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 Claude Desktop?

Claude Desktop is the definitive way to connect Salesforce Analytics & SOQL to your AI workflow. Add 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.

  • 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 Vinkius Edge network

See it in action

Salesforce Analytics & SOQL in Claude Desktop

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 Claude Desktop 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 Claude Desktop

Every request between Claude Desktop 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 Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the 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.

05

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

06

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the 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.

07

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

08

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.

09

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

10

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

11

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

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