Salesforce MCP Server: ask Claude about your data
The Detrics MCP server gives Claude read-only access to your Salesforce account. You ask in plain language and Claude answers from your live data, not a stale export.
Available on the free plan: 35 queries/month, no credit card.
Ask your agent about Salesforce
Which rep closed the most revenue in Salesforce this quarter?
How many new opportunities did Salesforce record this month?
Which opportunity lead source drives the most revenue according to Salesforce?
Show me my Salesforce pipeline by stage over time
What you can analyze in Salesforce
Opportunity & Pipeline Analytics
Track opportunity amounts, stages, close dates, and forecast categories across pipelines. Monitor win rates, average sales cycle, and weighted pipeline value for accurate revenue forecasting.
Lead Management & Conversion
Analyze leads by source, status, rating, and owner. Track conversion dates and lead-to-opportunity rates to measure the health of your top-of-funnel.
Account & Contact Intelligence
Pull account data including industry, type, rating, and ownership alongside contact details, titles, and lead sources. Map relationships across your entire book of business.
Case & Support Metrics
Monitor case volumes, status, priority, and origin. Track resolution and escalation patterns by owner and account to optimize customer support performance.
Campaign Performance
Measure campaign type, status, budget, and member counts. Tie campaign influence back to opportunities and revenue to understand marketing's contribution to pipeline.
Activity & Product Tracking
Report on tasks and events by owner and date, plus opportunity line items and products. Get a full picture of rep activity and what's actually being sold.
What Claude can see in Salesforce
48 metrics and 329 dimensions, including:
Need full history and SQL? See the Salesforce BigQuery connector
How the Salesforce MCP server works
Connect Salesforce once and query it in plain language.
Connect your first datasource
Link any of 32+ marketing and ecommerce platforms in a couple of clicks.
Connect Detrics to Claude
Add Detrics as an MCP connector in Claude. Your marketing data is ready to query in plain language.
Start talking to your data
Ask Claude for any report in plain language. It builds the dashboard from your real numbers, no hallucinations.
Technical setup for developers
Add Detrics to any MCP-compatible client using your API key from app.detrics.io/mcp:
{
"mcpServers": {
"detrics": {
"command": "npx",
"args": ["-y", "detrics"],
"env": {
"DETRICS_API_KEY": "dk_••••••••"
}
}
}
}Available tools include list_connections, list_accounts, list_fields, and query_marketing_data. All Salesforce access is read-only.
Frequently Asked Questions
Ask your first Salesforce question today
*No credit card required
- Works with Claude, Cursor, Windsurf & more
- Read-only access, OAuth 2.0 secured
- Free plan with 35 queries/month