Query Your Analytics Data in Natural Language with CRM Analytics MCP Server (Beta)

CRM Analytics MCP server is a Salesforce-hosted Model Context Protocol (MCP) server. Connect AI assistants such as Claude, Cursor, GitHub Copilot, and ChatGPT to your analytics data. With one OAuth connection, business users, developers, and admins can query governed CRM Analytics data in natural language, without building a custom integration.

Where: This change applies to CRM Analytics in Lightning Experience. CRM Analytics MCP server is available in production, sandbox, and scratch orgs. CRM Analytics is available for an extra cost in Enterprise, Performance, and Unlimited editions.

Note CRM Analytics MCP server is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

How: To turn on CRM Analytics MCP Server, go to Setup, search for MCP Servers in Quick Find, and select it under API Catalog. Create an external client app (ECA) that uses OAuth 2.0 with Proof Key for Code Exchange. Then connect your MCP client using the server URL. Each user completes OAuth individually, so every request runs with the connected user's permissions.