claude

salesforce-reports

Ask Salesforce a question in plain words. Claude runs your reports and turns the answer into a dashboard you can share.

0 on GitHubby nelsbenv0.5.0MITupdated 2 days agoproductivity
/

Plugin salesforce-reports from marketplace salesforce-reports in nelsben/salesforce-reports-mcp. Commands read from the repo's manifest — 2 days ago.

This plugin runs code on your machine — it starts local MCP servers. The exact commands are listed below; read them before installing.

What it installs

Skills (3)

  • report-deploy

    Move a saved Salesforce report from one org to another, or put reports into git, using the Salesforce CLI. Use when an admin says "move that report to production", "deploy this report to the other org", "copy the report to sandbox", "put our reports in git" or "retrieve the report as metadata". Need

  • report-designer

    Change a Salesforce report or build a new one, preview it on real data, and save it. Use when the user says "add a column", "group it by owner", "start from my pipeline report and...", "build me a report of...", "make this a report", "save that", "rename the report", or wants a report kept or shared

  • report-runner

    Explore data and answer questions from Salesforce reports and dashboards that already exist. Use when the user asks what is in a report or a dashboard, asks for a number a report could give (pipeline, bookings, forecast, win rate, activity), asks why a number moved, or wants a saved report cut anoth

MCP servers (1)

View source on GitHub

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