MCP connector for Claude · included on every plan

Connect Salesforce to Claude

Ask Claude about your Salesforce data alongside your ads and analytics, and get answers from your real numbers in seconds. No exports, no copy-paste, no code.

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✓ SOC 2 Type II & ISO 27001 certified✓ 14-day free trial✓ No credit card required

What you can ask

Questions about Salesforce you can ask Claude

Examples for CRM sources. Claude pulls the numbers through Power My Analytics and answers in plain English.

Pipeline

“How many new contacts and deals did Salesforce record last month?”

Sources

“Which lead sources in Salesforce turned into the most deals this quarter?”

Trends

“How did deal volume change month over month this year?”

Cross-channel

“Compare new Salesforce contacts with my ad spend by week.”

Diagnosis

“New leads slowed down this month. When did it start?”

Reporting

“Summarize this quarter’s Salesforce pipeline for leadership.”

What you can do

What you can do with PMA and Claude

Power My Analytics connects Claude to the Salesforce metrics you need, so you can get AI insights and build dashboards right in Claude.

Deep analysis on your full history

Analyze the Salesforce history stored in your dedicated data warehouse, which never deletes historical data.

AI dashboards across sources

Build charts and dashboards that combine Salesforce with your other marketing data.

Take action with Claude agentsComing soon

Use Claude agents to automate Salesforce tasks through Power My Analytics.

Claude answering a marketing question with Power My Analytics data

How it works

Connect Salesforce to Claude in three steps

Connect Salesforce

Turn on MCP access

One toggle in Settings. It's already on your plan, whichever plan you're on.

Add it to Claude and ask

Add Power My Analytics as a connector in Claude, sign in, and ask your first Salesforce question.

Setup guide for Claude Desktop →Setup guide for Claude Code →How the MCP server works →

Key features

Everything included with Salesforce

Easy setup

Use your free trial to connect Salesforce in a few clicks.

AI insights

Quickly generate insights for Salesforce in Claude.

All the metrics & dimensions you need

View the list of fields available for Salesforce.

Data warehousing

Import historic Salesforce data for immediate insights, and store all your marketing metrics in one warehouse.

SOC 2 Type II & ISO 27001 certified

Certified and compliant with data protection and privacy frameworks.

One connection, every source

The same Claude connection reaches all 80+ connectors on your account.

Customer-focused differentiators

Compare

Power My Analytics

Competitors

Connect your data to Claude

✓ Included on every plan. Covers 95%+ of customers' needs at no extra cost

Limited usage credits

Data warehousing

✓ Included

Enterprise only

Free onboarding

✓ Included

Enterprise only

Starting price

✓ $41.63/month, billed yearly

$49.00+/month

Salesforce + Claude FAQ

Can Claude read my Salesforce data?

Yes. Once Salesforce is connected to Power My Analytics and the connector is added in Claude, it can query your Salesforce data directly and answer from your real numbers.

Which Salesforce metrics are available?

Everything in the Salesforce field list is available to Claude. See the link under Key Features.

Can I combine Salesforce with my other marketing data?

Yes. The same connection reaches every source on your account, so Claude can compare Salesforce with Google Ads, Meta, GA4 and more in one answer.

Is the Claude connection an extra cost?

No. Connecting your data to Claude is included on every plan and covers over 95% of customers' needs at no extra cost.

Can Claude make changes in Salesforce?

Coming soon. Write actions are in final testing. Today the connection reads your data, so Claude can analyze performance and recommend changes for you to make.

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Connect Salesforce to Claude today

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