Talk to Your Salesforce & Force.com Data. Trust the Answers.

CData MCP Server for Salesforce & Force.com connects natural language interfaces to your Salesforce & Force.com data — securely, intelligently, and without compromise.

No complex pipelines. No new UIs. Just real answers, built on the enterprise infrastructure you already trust.

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Using Salesforce MCP Server for Analytics & Reporting

You have the data. It's accurate. It's valuable. But asking a simple question like "What's driving churn in Q2?" — still takes dashboards, analysts, and days. MCP changes that.



Natural Language Querying for Real Enterprise Data

Let executives, PMs, and analysts use natural language to query live Salesforce data — without needing SQL, BI tools, or training.

Those questions you've avoided asking because the answer would require yet another reporting request? Ask them, and let AI help you explore your Salesforce data.

Combine Salesforce data with data from other databases, data warehouses or other cloud apps — no pipelines required. Users can simultaneously load multiple MCP servers to blend data across multiple source systems, and produce the quantitative, descriptive, or historical analysis you need.

MCP uses your existing authentication and your data access controls. No exposure, no shadow data, no exceptions. Users authenticate with their own credentials using the source's most trusted form of authentication to connect to the AI client. This ensures AI access respects the security and permissions your organization has already put in place.

With query pushdown, parallel execution, and bulk operations, the Salesforce MCP server delivers fast answers from even the largest orgs. Less time spent watching AI flash 'generating a response' equals faster analysis, deeper understanding, and overall better results.

Ask Claude a question
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Which reps are falling behind this quarter?
I'll help you analyze the your Salesforce data to answer this question. First, let me query Salesforce structure and data to understand what we're working with.

View result from SalesforceMCP_run_query from SalesforceMCP (local)

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The Salesforce MCP Advantage

If your company uses Salesforce and your team needs better, faster answers — this is your next step.

  • Connect your AI client (Claude, Copilot, ChatGPT) in minutes
  • Query Salesforce securely using natural language
  • Expand to other data sources when you're ready

Use Cases for Salesforce MCP Server

MCP doesn't replace your data tools. It turns them into something everyone can use.

  • Your leadership asks better questions.
  • Your teams get faster insights.
  • Your org gets compound leverage.

That's what great software should do!

Stakeholder
Ask in English
MCP Does

Sales VP

Which reps are falling behind this quarter?
Queries Salesforce, applies permission filters, returns ranked output

Product Manager

How many enterprise customers churned after 3 support tickets?
Joins CRM and support data via connectors

CPO

Show me product usage by plan for Q2 renewals.
Cross-system, governed query delivered in seconds

Operations Analyst

Which records in our partner system API haven’t been updated in over 90 days?
Pulls data from an external system via API, compares timestamps, and returns stale entries.

Data Engineer

What is the query volume by schema over the last 7 days?
Queries usage logs or other data to track query counts and load by schema.

Head of Analytics

Which campaigns generated the highest ROI last quarter?
Joins campaign spend, attribution, and revenue data; returns ranked performance by campaign and channel.

Working with the Salesforce MCP Server

Getting started with the Salesforce MCP Server in four simple steps:

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Step 1: Download and install

Download the Salesforce MCP Server, open the installer and follow the prompt instructions.

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Step 2: Configure your MCP Server

Configure your MCP Server by securely authenticating with the source system.

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Step 3: Talk to your data

Open Claude Desktop, confirm the Server's tools are visible. Begin asking questions and getting answers.

Vibe Querying with MCP

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Ready to get started? Try the Salesforce MCP Server today!

Turn questions into answers — with the infrastructure you already trust.