Bring Soql Queries
to LlamaIndex
Create your Vinkius account to connect Salesforce to LlamaIndex and start using all 12 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.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Salesforce MCP Server?
Connect your Salesforce CRM to any AI agent and manage your entire sales pipeline through natural conversation.
What you can do
- SOQL Queries — Execute any SOQL query to retrieve data across all objects
- Account Management — List, view, create, and update accounts
- Contact & Lead Management — Browse contacts, search across all objects
- Opportunity Tracking — Monitor pipeline, create and update deals
- Reports — List and execute Salesforce reports
- Full CRUD — Create, read, update, and delete any SObject type
- Global Search — Full-text search across all Salesforce data
Built-in capabilities (12)
Provide JSON fields as a string. Create a new Salesforce record
This action is irreversible. Delete a Salesforce record
Useful for understanding data structure. Get metadata about a Salesforce object
Specify the SObject type (Account, Contact, Opportunity, Case, Lead) and the record ID. Get a specific Salesforce record by type and ID
Returns matches across Accounts, Contacts, Leads, and other objects simultaneously. Search across all Salesforce objects
List Salesforce accounts
List Salesforce contacts
List sales opportunities
List available Salesforce reports
Use list_reports first to find the report ID. Execute a Salesforce report and get results
Example: SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10 Execute a SOQL query against Salesforce
Provide the SObject type, ID, and JSON fields to update. Update an existing Salesforce record
Why LlamaIndex?
LlamaIndex agents combine Salesforce tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
- —
Data-first architecture: LlamaIndex agents combine Salesforce tool responses with indexed documents for comprehensive, grounded answers
- —
Query pipeline framework lets you chain Salesforce tool calls with transformations, filters, and re-rankers in a typed pipeline
- —
Multi-source reasoning: agents can query Salesforce, a vector store, and a SQL database in a single turn and synthesize results
- —
Observability integrations show exactly what Salesforce tools were called, what data was returned, and how it influenced the final answer
Salesforce in LlamaIndex
Why run Salesforce with Vinkius?
The Salesforce 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 12 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.
* 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
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Salesforce using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Salesforce and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Salesforce to LlamaIndex 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.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Salesforce for LlamaIndex
Every request between LlamaIndex and Salesforce is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I run custom SOQL queries?
Yes! The soql_query tool accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.
Can I create records in any object?
Yes! Use create_record with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.
How do I search across all Salesforce data?
Use global_search with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Salesforce tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
Explore More MCP Servers
View all →
Brilliant Made
10 toolsManage your corporate swag via Brilliant Made — track orders, browse products, and monitor inventory directly from any AI agent.
Postman
9 toolsDesign, test, and document APIs collaboratively with the world most popular API development platform used by millions of developers.
Convex
4 toolsInteract with your Convex backend directly—execute queries, mutations, and actions from any AI agent.
Heroku (PaaS)
10 toolsManage Heroku apps via AI — list apps, restart dynos, toggle maintenance mode, and audit config vars.