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Vinkius

Salesforce Analytics & SOQL Connector for AI agents.

6 live capabilities

Query your CRM data and run reports through natural conversation.

Live agent request Salesforce Analytics & SOQL / Connector

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Why people use Salesforce Analytics & SOQL

Salesforce Analytics & SOQL CRM Data Access

With this Connector, that process disappears. You just tell your AI client what you need to know. It handles the navigation and filtering behind the scenes, returning the data in a clean format. You get the answer you need in seconds without ever leaving your conversation.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get instant access to your CRM data through a natural conversation.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Missing a specific metric

    An executive asks for the win rate of a specific product line.

  2. Real-world use case 02

    Quick volume check

    A manager wants to know if they're hitting lead targets.

  3. Real-world use case 03

    Report extraction

    A rep needs a list of all 'Closed Won' deals over $10k.

Complete set · 6capabilities

The complete Salesforce Analytics & SOQL capability set.

These are the exact actions your AI can choose when you ask it to work with Salesforce Analytics & SOQL.

Capability set01 / 02

01—03

3 capabilities in this set.

Part of 6 available through Salesforce Analytics & SOQL.

  1. 01 Capability

    Sf get dashboard

    Fetch the actual data values from charts and tables within a specific dashboard. It gives you the raw numbers behind your visual summaries.

  2. 02 Capability

    Sf record count

    Get the total number of records for any standard or custom object in your org. This is perfect for quick volume checks and capacity planning.

  3. 03 Capability

    Sf list dashboards

    Find your dashboard IDs and titles to see what visualizations are available. Use this to discover assets before pulling specific data.

Capability set02 / 02

04—06

3 capabilities in this set.

Part of 6 available through Salesforce Analytics & SOQL.

  1. 04 Capability

    Sf list reports

    Browse your reports to find the specific IDs needed for data extraction. It helps you navigate your reporting folders quickly.

  2. 05 Capability

    Sf run report

    Pull the full data from a specific report ID into your chat window. This acts as a read-only way to execute reports you've already built.

  3. 06 Capability

    Sf run soql

    Execute raw SOQL queries to get precise data from any object or join. Use this when you need custom filters or aggregate functions.

Set up in minutes

One URL. Then ask Salesforce Analytics & SOQL to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Salesforce Analytics & SOQL from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_kh6AyZITJNy0d019FdgO60BVZMBDvJ1q2wzoI8TW/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Salesforce Analytics & SOQL, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Salesforce Analytics & SOQL for the conversation.

Where the request belongs

Work Salesforce can move forward.

Built around the request

This is for the people who are tired of being data blocked. It's for the folks who need answers fast and don't have time to build their own reports every time a question pops up.

01

RevOps Manager

Pulling lead conversion stats and volume checks without waiting for a weekly BI refresh.

02

Sales Executive

Getting a quick snapshot of the pipeline and revenue during high-stakes board meetings.

03

Data Analyst

Running ad-hoc queries to find anomalies in custom objects without manual SQL coding.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Salesforce logo
01 12 capabilities

Salesforce

Connect your Salesforce CRM to any AI agent. query records with SOQL, manage accounts, contacts, opportunities, run reports, and perform CRUD operations.

View Connector
Salesforce Sales Cloud logo
02 10 capabilities

Salesforce Sales Cloud

Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation with your Salesforce CRM.

View Connector
Salesforce Admin & Metadata logo
03 8 capabilities

Salesforce Admin & Metadata

Manage users, explore object schemas, monitor org limits, search metadata, execute Apex, and audit profiles through natural conversation.

View Connector
Zoho CRM Analytics logo
04 5 capabilities

Zoho CRM Analytics

Access custom views, organization info, module metadata, fields, and pipeline analysis in Zoho CRM.

View Connector
Salesforce Marketing Cloud logo
05 6 capabilities

Salesforce Marketing Cloud

Manage campaigns, track member engagement, measure marketing ROI, and optimize lead generation through natural conversation.

View Connector
Attio logo
06 14 capabilities

Attio

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

View Connector

Bring your own AI

Change the model, client or framework. Keep Salesforce connected.

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Before you connect

Questions about Salesforce.

The practical details behind the request, access and result.

Can the Salesforce Analytics & SOQL MCP see my custom objects?

Yes, it can query any standard or custom objects in your org using raw SOQL.

Does the Salesforce Analytics & SOQL MCP let me edit records?

No, this Connector is designed for read-only analytics. You can view and pull data, but you cannot edit or delete records.

How do I get data from a specific dashboard with Salesforce Analytics & SOQL?

You can ask your agent to pull the data from a specific dashboard by name. It will fetch the values from the charts and tables for you.

Is Salesforce Analytics & SOQL good for real-time data?

Yes, it queries your Salesforce org in real-time to provide the most current data available.

Can I run complex joins with Salesforce Analytics & SOQL?

Yes, because it supports raw SOQL, you can perform complex queries including joins between different objects.

Do I need to be a SQL expert to use Salesforce Analytics & SOQL?

Not at all. You just talk to your AI client in plain English, and it handles the query logic for you.

Can I run any SOQL query?

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

Can I run existing Salesforce reports?

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

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.

One connection away

Give your agent a direct line to Salesforce.

Connect Salesforce once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available