Skip to main content
Glama
tsmztech

Salesforce MCP Server

salesforce_aggregate_query

Execute SOQL queries with GROUP BY and aggregate functions to summarize and analyze Salesforce data. Group records by fields, apply statistical functions like COUNT, SUM, AVG, and filter results with HAVING clauses for data analysis.

Instructions

Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records.

NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead.

This tool handles:

  1. GROUP BY queries (single/multiple fields, related objects, date functions)

  2. Aggregate functions: COUNT(), COUNT_DISTINCT(), SUM(), AVG(), MIN(), MAX()

  3. HAVING clauses for filtering grouped results

  4. Date/time grouping: CALENDAR_YEAR(), CALENDAR_MONTH(), CALENDAR_QUARTER(), FISCAL_YEAR(), FISCAL_QUARTER()

Examples:

  1. Count opportunities by stage:

    • objectName: "Opportunity"

    • selectFields: ["StageName", "COUNT(Id) OpportunityCount"]

    • groupByFields: ["StageName"]

  2. Analyze cases by priority and status:

    • objectName: "Case"

    • selectFields: ["Priority", "Status", "COUNT(Id) CaseCount", "AVG(Days_Open__c) AvgDaysOpen"]

    • groupByFields: ["Priority", "Status"]

  3. Count contacts by account industry:

    • objectName: "Contact"

    • selectFields: ["Account.Industry", "COUNT(Id) ContactCount"]

    • groupByFields: ["Account.Industry"]

  4. Quarterly opportunity analysis:

    • objectName: "Opportunity"

    • selectFields: ["CALENDAR_YEAR(CloseDate) Year", "CALENDAR_QUARTER(CloseDate) Quarter", "SUM(Amount) Revenue"]

    • groupByFields: ["CALENDAR_YEAR(CloseDate)", "CALENDAR_QUARTER(CloseDate)"]

  5. Find accounts with more than 10 opportunities:

    • objectName: "Opportunity"

    • selectFields: ["Account.Name", "COUNT(Id) OpportunityCount"]

    • groupByFields: ["Account.Name"]

    • havingClause: "COUNT(Id) > 10"

Important Rules:

  • All non-aggregate fields in selectFields MUST be included in groupByFields

  • Use whereClause to filter rows BEFORE grouping

  • Use havingClause to filter AFTER grouping (for aggregate conditions)

  • ORDER BY can only use fields from groupByFields or aggregate functions

  • OFFSET is not supported with GROUP BY in Salesforce

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
objectNameYesAPI name of the object to query
selectFieldsYesFields to select - mix of group fields and aggregates. Format: 'FieldName' or 'COUNT(Id) AliasName'
groupByFieldsYesFields to group by - must include all non-aggregate fields from selectFields
whereClauseNoWHERE clause to filter rows BEFORE grouping (cannot contain aggregate functions)
havingClauseNoHAVING clause to filter results AFTER grouping (use for aggregate conditions)
orderByNoORDER BY clause - can only use grouped fields or aggregate functions
limitNoMaximum number of grouped results to return
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden. It discloses important behavioral traits: the tool handles GROUP BY queries, aggregate functions, HAVING clauses, and date/time grouping. It includes critical rules about field inclusion requirements, filtering order (WHERE vs HAVING), ORDER BY limitations, and OFFSET unsupported. However, it doesn't mention authentication needs, rate limits, or error handling, which are relevant for a query tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections: purpose, usage note, capabilities list, examples, and important rules. It's appropriately sized for a complex tool with 7 parameters. While comprehensive, some sentences in the rules section could be more concise (e.g., the ORDER BY rule is slightly redundant with schema descriptions).

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (7 parameters, no annotations, no output schema), the description provides substantial context: purpose, usage guidelines, capabilities, examples, and critical rules. It compensates well for the lack of annotations and output schema. However, it doesn't describe the return format (e.g., structure of grouped results) or error conditions, leaving some gaps for a query tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, providing a strong baseline. The description adds value through examples that illustrate how parameters work together (e.g., showing selectFields with aggregate functions and aliases, groupByFields matching non-aggregate fields, havingClause usage). However, it doesn't explain parameter interactions beyond what the schema descriptions imply, so it meets but doesn't exceed the baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose: 'Execute SOQL queries with GROUP BY, aggregate functions, and statistical analysis.' It specifies the verb ('execute'), resource ('SOQL queries'), and scope ('GROUP BY, aggregate functions, statistical analysis'). It explicitly distinguishes from sibling tool 'salesforce_query_records' for regular queries, providing clear differentiation.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit guidance on when to use this tool vs alternatives: 'Use this tool for queries that summarize and group data rather than returning individual records' and 'For regular queries without GROUP BY or aggregates, use salesforce_query_records instead.' It clearly defines the context (summarize/group data) and names the specific alternative tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/tsmztech/mcp-server-salesforce'

If you have feedback or need assistance with the MCP directory API, please join our Discord server