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Connect Salesforce Analytics Soql to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Pull real-time CRM data through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 6 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-03

3 capabilities in this set.

Part of 6 available through Salesforce.

  1. 01

    Sf record count

    Returns the total number of records for any standard or custom object. Use this to quickly check data volume or capacity for objects like Leads or Accounts.

  2. 02

    Sf get dashboard

    Fetches all component data from a specific Salesforce dashboard. It pulls the charts, metrics, and tables associated with a dashboard ID.

  3. 03

    Sf list dashboards

    Lists all available Salesforce dashboards including their titles, folders, and last used dates. This helps you find the right dashboard ID to query.

Capability set02 / 02

04-06

3 capabilities in this set.

Part of 6 available through Salesforce.

  1. 04

    Sf list reports

    Retrieves a list of available Salesforce reports with their names, formats, and folder paths. Use this to locate the report ID needed to pull data.

  2. 05

    Sf run report

    Executes a specific Salesforce report by its ID. It returns up to 2000 rows of data, including all columns and groupings.

  3. 06

    Sf run soql

    Runs raw SOQL queries against your Salesforce org. This is the most flexible way to query any standard or custom object with custom filters and joins.

Real work

What teams actually run

01

Instant Revenue Audits

Ask your agent for the total value of closed opportunities in a specific timeframe.

02

Lead Volume Monitoring

Check how many new leads entered the system yesterday using record counts.

03

Dashboard Data Extraction

Pull the specific numbers behind a visual dashboard component to use in other documents.

04

Custom Data Investigation

Use SOQL to find specific records that don't fit into standard pre-built reports.

Automate a task

Put Salesforce to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Salesforce works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Salesforce to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

820ms average. Fast in production.

Salesforce is checked daily against the live service.

Daily averagePeak 1052ms
Oct 3Today
Fastest day
643ms
Slowest day
1052ms
14-day trend
Stable-2%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 6 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Salesforce, so you can see the experience inside your AI.

It does not authenticate your account with Salesforce. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Salesforce Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Salesforce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesforce-analytics-soql-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Salesforce in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Salesforce owners hand off.

This MCP is built for anyone who needs immediate answers from Salesforce without manual clicking.

  • 01

    Executives

    Ask for high-level win rates and revenue totals through a simple chat interface.

  • 02

    RevOps

    Pull real-time data for operational checks without waiting for a BI dashboard update.

  • 03

    Analysts

    Run ad-hoc SOQL queries to investigate specific data trends or anomalies.

FAQ

Questions Salesforce owners ask.

  • 01

    Can I query custom objects in my Salesforce org?

    Yes. The sf_run_soql capability allows you to query any standard or custom object in your org.

  • 02

    How much data can the AI pull from a single report?

    The sf_run_report capability can return up to 2000 rows of data per execution.

  • 03

    Do I need to write code to use this?

    No. While the AI can write SOQL, you can interact with it using plain English questions.

  • 04

    Which AI clients can use this MCP?

    Any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 05

    Is my Salesforce data secure?

    Yes. Vinkius manages the connection and credentials, and the capabilities only perform read-only operations on your data.

  • 06

    Can I run any SOQL query?

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

  • 07

    Can I run existing Salesforce reports?

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

  • 08

    Is this safe to use?

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

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