Chat with your Salesforce data

AI to analyze Salesforce data with Claude and ChatGPT

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No credit card required | 14 days | 10 million records | 30 pipelines

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Salesforce
You
How much pipeline value sits in negotiation stage right now?
Salesforce Pipeline
You currently have $2.4 million in opportunities at the negotiation stage across all regions.
Via Kondado MCP
You
Which industry segment generated the most closed deals last quarter?
Salesforce Sales
The technology vertical closed $890,000 in Q3, representing 34% of total quarterly revenue.
Via Kondado MCP
You
How many high priority support cases are open today?
Salesforce Service
There are 23 high-priority cases currently open with an average age of 4.2 days.
Via Kondado MCP
You
What is our win rate comparing this month to last month?
Salesforce KPIs
November shows a 28% win rate, which is up 5 percentage points from October's 23%.
Via Kondado MCP
Works in Claude, ChatGPT and any MCP client

AI to Analyze Salesforce Data with Claude and ChatGPT

Chat with Claude, ChatGPT, or any MCP client about your Salesforce data using natural language. Ask about current sales pipeline value across regions, compare quarterly opportunity conversion rates between teams, or check customer service case resolution trends without writing SQL or reports. The AI reads your replicated Salesforce objects and returns insights immediately through simple conversation.

Kondado provides direct connectivity between Salesforce and AI assistants including Claude and ChatGPT through the open MCP standard, exposing 1 pipeline containing all standard and custom objects for analytical chat. The same replicated data also powers ready dashboards in Power BI and Looker Studio for visual monitoring.

Sales operations managers can ask about individual rep performance against quarterly targets, while marketing analysts query campaign influence on closed-won deals and lead source quality. Customer success teams monitor account health scores, escalation patterns, and renewal probabilities, and finance reviewers analyze billing forecasts tied to specific opportunity stages. Every department gets contextual answers in seconds by simply typing business questions in their preferred AI chat interface.

I prefer ready dashboards

Dashboard templates in Power BI and Looker Studio, connected to your Salesforce data by Kondado in minutes.

View Salesforce dashboards →

I want to ask the AI

Claude, ChatGPT and other MCP clients query your Salesforce data in natural language.

View MCP setup →

The pipeline listed below automatically maps all standard and custom objects in your Salesforce account for immediate analysis. Query Accounts to examine customer segmentation by industry vertical and annual contract value, analyze Opportunities to track stage progression velocity and forecast category accuracy, review Contacts for decision-maker authority mapping across enterprise accounts, examine Cases to understand support team workload distribution by priority, and study Campaigns to measure lead generation ROI across marketing channels. Cross-reference Opportunities with Account ownership data to identify which sales territories drive the highest-value deals, or join Cases with Contact seniority levels to pinpoint escalation patterns by customer tier and company size. With automated updates on a configurable schedule, your AI chat always references fresh Salesforce data to deliver accurate answers about pipeline health and customer operations.

How to connect Salesforce to Claude, ChatGPT and other AI clients

MCP is an open standard. Add the Kondado server to the connections of Claude (Web or Desktop), ChatGPT, or any other MCP client you use, and authorize via OAuth at app.kondado.com.br. Setup through the UI, no code.

Kondado MCP server: https://mcp.kondado.io/mcp
Detailed guide: Claude Detailed guide: ChatGPT
AI vocabulary

Salesforce tables and metrics available via Kondado

Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.

1
Table
∞
Ad-hoc questions
Objeto
Kondado automatically maps all standard and custom objects in your account
Full docs on the wiki → Connect Salesforce now →

How to connect and use AI with your data

In 3 steps: connect on Kondado, pick dashboard or chat, analyze.

1
Connect Salesforce Data Source

Connect your Salesforce account on Kondado at app.kondado.com.br and select a Via Kondado destination. Your CRM data lands in a structured format ready for AI access and compatible with the dashboard templates.

2
Add Kondado MCP Server

In Claude (Web or Desktop) or ChatGPT, add the Kondado MCP server in the connection settings and authorize once via OAuth. Both clients use the same simple GUI setup at app.kondado.com.br with no command line steps required.

3
Chat About Salesforce Data

Ask questions in natural language about your Salesforce opportunities, accounts, or cases. For visual recurring monitoring, open a ready Power BI or Looker Studio dashboard template powered by the same data.

Other connectors with AI via MCP

Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.

CRM and Sales

ActiveCampaign ActiveCampaign
Bitrix24 CRM Bitrix24 CRM
Exact Sales Exact Sales
Hubspot Hubspot
Infusionsoft (Keap) Infusionsoft (Keap)
Meetime Meetime
NectarCRM NectarCRM
Pipedrive Pipedrive
PipeRun PipeRun
Ploomes Ploomes
RDStation CRM RDStation CRM

Marketing and Automation

Google Ads Google Ads
E-goi E-goi
Google Search Console Google Search Console
Hi Platform Hi Platform
Huggy Huggy
Linkedin Linkedin
MailChimp MailChimp
Mandrill Mandrill
Mautic Mautic
Pushwoosh Pushwoosh
RDStation RDStation
Salesforce Marketing Cloud (Exact Target) Salesforce Marketing Cloud (Exact Target)
SenseData SenseData
Taboola Taboola
Twilio Twilio
WordPress WordPress

Advertising and Media

Apple App Store Apple App Store
Bing Bing
Criteo Criteo
Facebook Facebook
Facebook Ads Facebook Ads
Google Play Store Google Play Store
Instagram Ads Instagram Ads
Meta Ads Meta Ads
Microsoft Ads Microsoft Ads
Microsoft Advertising Microsoft Advertising
Pinterest Ads Pinterest Ads
TikTok Ads TikTok Ads
X Ads X Ads
YouTube YouTube

E-commerce and Marketplaces

Bling! Bling!
Hotmart Hotmart
Loja Integrada Loja Integrada
Mercado Libre Mercado Libre
Nuvemshop (Tiendanube) Nuvemshop (Tiendanube)
Olist Tiny Olist Tiny
Omie Omie
Pagar.me Pagar.me
Shopify Shopify
Tiny ERP Tiny ERP
Tray Tray
VNDA VNDA
VTEX VTEX
Wake Commerce Wake Commerce

Financial and Payments

ASAAS ASAAS
ContaAzul ContaAzul
Fatura Simples Fatura Simples
Granatum Granatum
Superlogica Superlogica
Sympla Sympla

Support and Customer Service

55pbx 55pbx
api4com api4com
Blip (take) Blip (take)
Clockify Clockify
EADBOX EADBOX
Freshdesk Freshdesk
Movidesk Movidesk
Recruiterbox Recruiterbox
Stilingue Stilingue
Wootric Wootric
Zendesk Zendesk
Zendesk Chat (Zopim) Zendesk Chat (Zopim)

Databases

AWS CloudWatch Metrics AWS CloudWatch Metrics
Azure Table Storage Azure Table Storage
BigQuery BigQuery
InfluxDB v1 InfluxDB v1
MongoDB MongoDB
MySQL (& MariaDB) MySQL (& MariaDB)
Oracle Oracle
PostgreSQL PostgreSQL
SQLServer SQLServer
Webhook Webhook

Productivity and Collaboration

ClickUp ClickUp
Google Sheets Google Sheets
Jira Jira
monday.com monday.com
Notion Notion
Pipefy Pipefy
Tangerino Tangerino
Toggl Toggl
Trello Trello

Social Media

Instagram Instagram
TikTok Organic TikTok Organic

User Analytics

Google Analytics GA4 Google Analytics GA4
Mixpanel Mixpanel
Zeeng Zeeng

Storage and Transfer

Amazon S3 Amazon S3
FTP FTP
Google Cloud Storage Google Cloud Storage
See all AI connectors →

Related on Kondado

Frequently asked questions about AI

How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.

What business questions can Claude or ChatGPT answer about my Salesforce data in chat? ▼
The AI can answer questions about sales pipeline value by stage, opportunity win rates compared to previous quarters, account distribution by industry or region, customer service case resolution times, and campaign influence on revenue. You receive instant numerical answers and trend analysis by typing questions naturally without building reports manually.
How do I configure Claude Web or Desktop to access my Salesforce data through Kondado? ▼
In Claude Web or Desktop, navigate to the connection settings and add the Kondado MCP server. Authorize once via OAuth at app.kondado.com.br to grant secure access to your Salesforce objects. The entire setup happens through the graphical interface without command line tools or configuration files.
How does the ChatGPT interface connect to Salesforce data using Kondado? ▼
Inside ChatGPT, access the connection settings to add the Kondado MCP server endpoint. Complete the one-time OAuth authorization at app.kondado.com.br to link your Salesforce account. Both Claude and ChatGPT use the same simple GUI-based setup process with identical authentication steps.
Do I need technical skills or coding knowledge to set up the AI chat with Salesforce? ▼
No coding or technical expertise is required. The setup uses point-and-click interfaces in both Kondado and your AI client. Business users authorize the connection through familiar OAuth screens and begin chatting immediately after the initial configuration.
Can the AI assistant create or update records in Salesforce, or is it read-only? ▼
The AI provides read-only analytical chat. It can analyze, summarize, and compare your Salesforce data but cannot create, update, or delete records in your CRM. This ensures safe exploration of sales metrics and customer insights without risk to production data.
How often does the Salesforce data update in the AI chat? ▼
Data updates on a configurable schedule that you set in Kondado, ranging from near-real-time intervals to daily or weekly refreshes. The AI always references the most recently replicated version of your Salesforce objects when answering questions.
What is the difference between asking the AI about Salesforce data and using the ready dashboards? ▼
AI chat provides immediate, specific answers to ad-hoc questions through conversation, ideal for deep-dive analysis and quick lookups. Ready dashboards in Power BI and Looker Studio offer fixed visual templates for recurring monitoring of standard KPIs without typing queries.
Which dashboard templates are available for Salesforce data visualization? ▼
Kondado provides report templates for Power BI and Looker Studio covering sales pipeline analysis, opportunity forecasting, account health monitoring, and customer service metrics. These templates connect to the same replicated data used by the AI chat assistants.

Try out all the features for free for 14 days