There is no Salesforce connector
clariBI cannot connect to Salesforce directly. Export the reports you need as CSV and upload them.
Neither the API connectors nor the MCP catalog include Salesforce today. A custom MCP server by URL is possible on Starter and above if you run one.
Use a report export instead
Export from Salesforce
In Salesforce, open Reports, run the report, choose Export, then Details only and CSV.
Upload the file
In clariBI, open Data Sources > Add Data Source > File upload and drop the CSV or Excel file. Files can be up to 50 MB each.
Use the dashboard
clariBI detects the columns and builds a dashboard for the file. On the trial and on Starter and above you can ask questions about it in plain English. Upload a new export when you need fresher numbers.
Connectors that do work
- HubSpot, Copper, Freshsales and other CRM connectors
- CSV and Excel uploads, up to 50 MB per file
About Salesforce and clariBI
Is a Salesforce connector planned?
There is no date for it. This page will change when it exists.
Try clariBI with an export
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.