• ANALYSIS
  • FORMATTING
  • REPORTING
  • HUMAN

How to extract Salesforce report data with your AI

Connect your Salesforce account once. After that, your agent can find and pull data from any report you name.

Ask AI about this page

Short answer

How can I get Salesforce report data into my chat?

Your agent uses this MCP to find specific reports and pull up to 2000 rows of data into your conversation. You'll get the raw numbers ready for immediate analysis. Here is how the data moves from Salesforce to your chat.

The outcomes

What you get from the data

Once the agent pulls the rows, you can use them for several tasks.

ANALYSIS

Instant data summaries

The AI reads the report rows and identifies trends or outliers. You get a plain English breakdown of the numbers.

FORMATTING

Clean data tables

Your agent can reorganize the report data into Markdown tables. This makes it easy to copy into a spreadsheet.

REPORTING

Drafting insights

The AI uses the extracted rows to write status updates or email summaries. You get a draft based on real Salesforce numbers.

HUMAN

Final verification

You review the AI's interpretation of the report. You decide if the summary accurately reflects the Salesforce source of truth.

The workflow

What your AI does when the data arrives.

The agent follows a specific sequence to find and fetch your information.

  1. Locate reports

    The agent searches your Salesforce instance to find the specific report you need by name or ID.

    sf_list_reports

  2. Fetch report rows

    Once the report is identified, the agent pulls the actual data rows into the chat.

    sf_run_report

  3. Process data

    The agent parses the raw report output so it is readable in your chat window.

    sf_run_report

  4. Answer questions

    The agent uses the loaded data to answer your specific questions about the report contents.

    sf_run_report

Try it

Copy these to start.

Use these prompts to trigger the data extraction.

Starting points

Swap the bracketed text for your actual report names or IDs.

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"
    }
  }
}
Copy into chat04

  • List my Salesforce reports so I can find the right one.

  • Run the report named 'Q3 Sales Pipeline' and show me the first 50 rows.

  • Pull the data from report ID 00O5e000003abcD and summarize the total revenue.

  • Find the 'Monthly Churn' report and tell me which customer has the highest value.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Salesforce Analytics & SOQL once, then ask.

Click the link to connect your account. Your credentials stay encrypted on our side. You can find the full technical details on the Connector page.

Connect Salesforce Analytics & SOQL to your AI

FAQ

How this task behaves

  • 01

    How many rows of data can the AI pull at once?

    The agent can pull up to 2000 rows from a single report.

  • 02

    Can the AI edit or delete data in my Salesforce reports?

    No. This MCP only has tools to list and run reports. It cannot modify your Salesforce records.

  • 03

    Do I need to export a CSV first?

    No. The agent pulls the data directly from Salesforce using the report ID or name.

  • 04

    Can the AI create new reports in Salesforce?

    No. The available tools are limited to finding existing reports and running them.

  • 05

    What happens if the report name is common?

    The agent will list the available reports found via sf_list_reports so you can pick the exact one you want.

  • More questions about Salesforce Analytics & SOQL? See everything the Salesforce Analytics & SOQL Connector can do

Connect Salesforce to Claude, Cursor, ChatGPT & more