Welcome to a new era of data exploration: Vibe Querying with MCP. This content series is here to show business professionals how conversational AI and MCP technology can help effortlessly access, analyze, and interpret real-time business data.
In our first episode, "Vibing with Sales and Marketing Data," hosts Jerod and Marie dive right in, demonstrating how marketers can use CData's MCP servers for Salesforce and Google Analytics integrated with Claude to query real-time business data like never before.
Introducing MCP, CData MCP Servers, and Vibe Querying
Model Context Protocol (MCP) is a game-changing protocol designed to securely and efficiently link AI models with external business data sources and tools. With MCP, users chat naturally with their data, seamlessly blending insights into everyday decisions.
CData MCP Servers supercharge MCP by hooking it up with over 350 business data sources. This means AI models like Claude can effortlessly pull and analyze real-time business data, cutting out all the usual hassle of traditional reporting and BI.
Vibe Querying is your new best friend—it uses natural language with AI to explore business data intuitively, without bogging you down in the technical details of data schemas, SQL, APIs, or perfectly curated prompts. Quick, intuitive, and instantly actionable—perfect for marketers and business pros.
Exploring with Claude: Goal of the episode
Our mission for our first Vibe Querying episode? Uncovering which web traffic patterns align with successful business deals. We’re diving deep into recent sales performance and marketing effectiveness, exploring various product lines and sectors.
The queries and insights
Note: Any numbers and customer names presented below have been obfuscated (by a very neat Claude instruction).
Query 1: "What total deals have we closed in the past month?"
Initially, Claude navigated Google Analytics but quickly pivoted to Salesforce data, showcasing its intelligent decision-making capability. It retrieved comprehensive results, including deal sizes, customer names, and associated business types, providing a clear snapshot of closed deals from the last month. It even gave some helpful stats like Total Revenue and Average Deal Size (correctly pulling the right revenue fields from Salesforce).
Query 2: "What specific deals related to our 'Sync' product line have closed in the last month?"
Doesn’t seem like a lot on its surface but Claude is now doing cross-object reporting from Salesforce across opportunities and our custom product object – which is already getting into more advanced Salesforce capabilities.
Claude effectively drilled down, producing a list of just Sync deals closed in the last month. And it threw in some interesting bonus information about the hosting type or use case of the deal.
Query 3: "Can you provide a percentage breakdown of new logos versus expansions or renewals, and categorize this by industry?"
Really, Marie was just testing Claude + CData MCP Servers with this question. With CData MCP Server capabilities, Claude is uniquely able to do this kind of quantitative analysis and proved it here.
Claude rose to the challenge and gave a percentage breakdown of new logo vs expansion deals by each industry.
It also gave some unsolicited observations which indicated strong new customer acquisition in the technology sector, while expansions dominated healthcare and government sectors. This is getting really interesting from a marketer’s perspective with so many compelling threads to follow.
Query 4: "Where are new logo customers from the technology and professional services sectors coming from?"
Jerod and Marie chose to pull the thread on the sectors leading in new logo acquisition – Technology and Professional Services Sectors – and challenge Claude to start cross-referencing Google Analytics data.
This where the 🤯 emoji really starts to show up.
As Jerod shared, reporting on Google Analytics data is not for the faint of heart and usually requires investing some time to understand the data schema and how it can be used. Getting a correlation of that data to Salesforce entities takes a marketing operations specialist.
Claude seamlessly made the connection from the Salesforce opportunities we are interested in, to the leads and contacts associated with those opportunities to those folks’ corresponding Google Analytics data from when they visited our site.
Claude really earned a gold star for this response. It provided a rich breakdown of traffic sources such as organic search, direct visits, and paid campaigns by sector. It also automatically gave a summary of the key metrics from Google Analytics relevant to web traffic: Sessions, Session Duration, Pages per Session, Bounce Rate, and Conversion Rate. Keep in mind, this web traffic data is only for the closed-won opportunities of a particular product line.
It also identified key behavioral differences—such as professional service prospects preferring demo requests more frequently than technology prospects – which is a real insight marketers can act on.
Query 5: "What URLs represent the top 10 most visited pages by our top technology customers?"
As the final cherry on top, Marie wanted to know the top 10 most visited pages for technology customers.
Claude quickly surfaced the exact URLs that drove the most engagement from high-value technology customers with the URLs and the total pageviews. This is a list any marketer can take away for action – exploring how to further improve and refine the webpages that drive the most traffic for the sectors that convert the best for the business.
The Value for Marketers
Typically, pulling insights from cross-platform marketing and sales data means days of work and team coordination. CData MCP Servers and Claude flip the script, making data analysis easy, conversational, and lightning-fast.
Marketers can explore the data that actually answers their question without being slowed down by system knowledge or integration. Finding the patterns that drive your business forward just got a lot easier.
Sign up to catch future episodes of “Vibe Querying with MCP” and discover how conversational querying can totally transform your work game.
Ready to give it a whirl? Check out our free MCP servers at cdata.com/solutions/mcp. Stay curious—and keep vibing
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As AI moves toward more contextual intelligence, CData MCP Servers can bridge the gap between your AI and business data.
