Vinkius

Salesforce Analytics & SOQL MCP. Query Accounts, Contacts, and Opportunities with Code-Grade Precision.

Salesforce Analytics & SOQL gives your AI client direct access to the raw data in your Salesforce environment. It lets you run complex queries (SOQL) against any object, check record counts across accounts or leads, and pull full datasets from saved reports and dashboards using natural language conversation.

Salesforce Analytics & SOQL MCP is compatible with Claude Claude
Salesforce Analytics & SOQL MCP is compatible with ChatGPT ChatGPT
Salesforce Analytics & SOQL MCP is compatible with Cursor Cursor
Salesforce Analytics & SOQL MCP is compatible with Gemini Gemini
Salesforce Analytics & SOQL MCP is compatible with Windsurf Windsurf
Salesforce Analytics & SOQL MCP is compatible with VS Code VS Code
Salesforce Analytics & SOQL MCP is compatible with JetBrains JetBrains
Salesforce Analytics & SOQL MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Calculate record volume

Quickly determine how many records exist for any object type, such as accounts, contacts, or leads.

Build custom data reports

Execute raw SOQL queries to pull specific combinations of fields and objects that aren't available in standard reports.

Extract dashboard metrics

Pull the underlying component data—charts, tables, and metrics—from a specified Salesforce dashboard ID.

List reporting assets

Retrieve a list of all existing reports in your organization, including their format and last run date.

Run specific saved reports

Execute established Salesforce reports to get full datasets, returning up to 2000 rows for deep analysis.

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AI Agent
Salesforce Analytics & SOQL

What AI agents can do with Salesforce Analytics & SOQL: 6 Available Tools

These tools give your agent the specific functions it needs to query records, run reports, list available assets, and retrieve complex dashboard metrics from Salesforce.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Salesforce Analytics & SOQL MCP

Sf Get Dashboard

Retrieves all component data—charts, metrics, and tables—from a specific Salesforce dashboard ID.

Sf Record Count

Returns the total number of records for any specified Salesforce object type like...

Sf List Dashboards

Lists all available Salesforce dashboards, providing their title and ID so you know...

Sf List Reports

Provides a list of existing reports, showing their name, folder path, format, and...

Sf Run Report

Executes a specific saved report by ID, returning its full dataset with all rows and...

Sf Run Soql

Runs any custom query against standard or custom objects, allowing you to select fields and apply filters across the entire CRM dataset.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Salesforce Analytics & SOQL MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Salesforce Analytics & SOQL integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Salesforce Analytics & SOQL, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Salesforce Analytics & SOQL MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesforce. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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No stored credentials

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Policy on each call

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The Pain Point: Navigating Salesforce by Menu

Today, getting a complete picture of sales performance means logging into the platform and clicking through tabs. You might run a report for 'Pipeline,' then have to copy an ID, go find the associated dashboard, click on the chart component data, and finally check a separate list view just to count records. It's a frustrating loop of context switching and manual copying.

With this MCP, you ask your agent what you need in plain English. The tool handles the entire sequence—listing reports, identifying dashboards, running SOQL queries, and pulling component data—and delivers one clean answer. You get the insight instantly; no more tedious clicks.

Getting Precise Insights with Salesforce Analytics & SOQL

The specific manual steps that disappear include locating the correct report ID, navigating to the dashboard component structure, and running ad-hoc queries just to validate a single number. These tasks used to take minutes of clicking and pasting.

Now, you treat your entire CRM dataset like a conversation partner. You speak your business question, and the MCP executes the necessary backend code (like sf_run_soql) to give you the precise answer, every time.

What Salesforce Analytics & SOQL MCP does for your AI

Need sales numbers but don't want to jump through three different menus? This MCP connects your AI client directly into the data layer of your Salesforce org. Instead of clicking around to find a dashboard component or running multiple separate queries, you just ask the question—like, "What was our win rate last quarter by industry?"

Your agent handles the complexity. It runs the necessary queries against standard and custom objects, pulling back structured data whether you need an aggregate total, a detailed report list, or a simple record count. You can also discover available visualizations using tools like sf_list_dashboards before having your agent pull all component metrics with sf_get_dashboard.

If you're managing sales operations, this access means instant answers without waiting for the BI team to build a dashboard. Connecting through Vinkius ensures that whether you use Claude or Cursor, you get one single entry point to everything in your CRM data.

Built · Hosted · Managed by Vinkius Salesforce Analytics & SOQL MCP - Query CRM Data
Server ID 019d7601-f1df-73ab-825a-692ecf747173
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Compliance Grade A+
Score 100/100
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Frequently asked questions about Salesforce Analytics & SOQL MCP

How does sf_run_soql work with multiple objects? +

sf_run_soql allows you to join related standard or custom objects (e.g., Account and Opportunity) in a single query, letting you select fields from both sources at once.

Is sf_get_dashboard the same as running a report? +

No. A report (sf_run_report) provides raw data rows. sf_get_dashboard pulls specific metrics and component data that are already designed for visualization on a dashboard.

What if I don't know the name of my custom object? +

You can use general prompts, but providing the API name helps. The MCP supports running queries against both standard and custom objects as long as you provide the correct object type.

Do I need to run sf_list_reports before using sf_run_report? +

It's best practice. Use sf_list_reports first to confirm the exact report name and ID, which you then pass to sf_run_report for accurate execution.

Can I just ask for a count without using sf_record_count? +

You can. However, sf_record_count is the dedicated tool designed specifically and reliably to return the total number of records for any object type quickly.