# Salesforce Files & Notes MCP for AI Agents AI Agent Connect > Salesforce Files & Notes MCP lets you find files, manage attachments, and create notes on Salesforce records using natural language. It connects your AI agent directly to your Salesforce document storage, so you can pull up contracts or search for recent proposals without leaving your chat interface. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/ai-agent-connect - **Tags:** file-storage, document-management, crm-attachments, note-taking, version-control, record-linking ## Description The Salesforce Files & Notes MCP bridges the gap between your AI agent and your Salesforce document repository. Instead of hunting through folders or digging into specific records to find a PDF, you can just ask your agent to pull it up for you. It handles the heavy lifting of searching through file types, checking sizes, and identifying owners across your Salesforce environment. You can see the history of a document, grab legacy attachments that usually hide in old records, and find every file linked to a specific account in seconds. When you need to jot down a quick update, you can create a note directly on a record through the chat. It's a massive time-saver for anyone who spends their day moving between CRM tabs and file explorers. By adding this to your workflow via the Vinkius catalog, you turn your AI into a specialized Salesforce clerk that knows exactly where your data lives and how to grab it. You no longer have to worry about missing a signed contract or losing track of a version change while you are trying to close a deal. It makes the document side of your CRM feel as fluid as the data side. You can finally stop treating your files like a separate storage unit and start treating them as an active part of your conversation. ## Tools ### sf_recent_files List the most recently modified files in Salesforce. This is perfect for checking what your team worked on today. ### sf_create_note Create a new Note attached to a record. This lets you log updates quickly without opening the CRM. ### sf_get_attachments Get attachments on a specific record. Use this to find older files that aren't currently linked. ### sf_file_details Get all versions of a specific file. This helps you see how a document has evolved over time. ### sf_linked_files Get files linked to a specific record. Use this to see every document associated with a specific account or lead. ### sf_search_files Search files by title to get their type, size, and owner. This is the fastest way to find a specific document in a large library. ### sf_search_notes Search Notes in Salesforce by title. Use this to find specific instructions or historical notes quickly. ## Prompt Examples **Prompt:** ``` Find all files related to the Acme account ``` **Response:** ``` Files linked to Acme Corp | Name | Type | Size | Date | |---|---| | Proposal_Q1.pdf | PDF | 2.3MB | Mar 15 | | Contract_v2.docx | WORD | 450KB | Mar 22 | | NDA_signed.pdf | PDF | 1.1MB | Jan 10 | ``` **Prompt:** ``` Search for files named proposal ``` **Response:** ``` Found 5 files matching proposal: 1. Proposal_Q1_2024.pdf (2.3MB) 2. Sales_Proposal_Template.docx (800KB) 3. Proposal_v3_final.pdf (1.5MB) ``` **Prompt:** ``` Create a note on the Acme account: Follow up next week about renewal ``` **Response:** ``` Note Created! - Title: Follow up next week about renewal - Parent: Acme Corp - Created: Just now ``` ## Capabilities ### Find specific files by title Ask your agent to locate documents in your Salesforce library using their names. ### List recently modified documents Get a quick overview of the files your team has worked on most recently. ### Create new notes on records Add new information to a specific record through a simple text command. ### View document version history Check how a specific file has changed over time and see previous versions. ### Retrieve legacy attachments Access older files that are no longer currently linked to a record. ### Identify linked files See every document associated with a specific account or lead in one view. ### Search notes by title Find specific instructions or historical notes across your records by name. ## Use Cases ### Finding a contract during a live call A sales rep needs a signed NDA. They ask the agent to find all files linked to the Acme Corp record and it lists the PDFs instantly. ### Logging a follow-up update A support agent finishes a call. They tell the agent to Create a note on the Acme account about the renewal and it happens immediately. ### Auditing a proposal history An ops manager wants to see the history of a specific proposal. The agent uses sf_file_details to show all previous versions. ### Searching for a missing file Someone remembers a proposal file but forgets the name. The agent uses sf_search_files to find all matches with their sizes and owners. ## Benefits - You can stop the constant tab-switching between your CRM and file storage by using sf_linked_files to pull documents directly into your chat. This keeps your focus on the customer rather than on navigating different software windows. - Keep your records updated in real time by using sf_create_note to log new information without leaving your current workspace. This ensures that every conversation update is captured immediately without the manual effort of opening a record. - Save time on audits by using sf_file_details to see every version of a document and who owns it. You can quickly track the evolution of a contract or proposal and see exactly who made the most recent changes. - Quickly find the right paperwork with sf_search_files which returns the file type, size, and owner in one go. This removes the guesswork from searching through a large library of documents by giving you the facts upfront. - Access older data easily with sf_get_attachments to retrieve legacy files that are often hard to find in the standard UI. This is vital for finding that one old attachment from a year ago that is still relevant to a client. - Stay organized by using sf_recent_files to see exactly what your team has been modifying lately. It gives you an instant pulse on the most active documents without having to manually sort through your entire file history. ## How It Works The bottom line is you can manage Salesforce documents and notes through a simple conversation rather than manual navigation. 1. Connect the Salesforce Files & Notes MCP to your AI client via Vinkius. 2. Provide the necessary Salesforce credentials to authorize the connection. 3. Ask your agent to find, list, or create files and notes on your records. ## Frequently Asked Questions **Can I use Salesforce Files & Notes MCP to find old contracts?** Yes, it can find legacy attachments on any record that might not be currently linked. **How does Salesforce Files & Notes MCP help my sales team?** It lets reps pull up proposals and contracts instantly during calls without switching tabs. **Can I create notes in Salesforce using this Connector?** Yes, you can tell your agent to create a new note on a specific record through natural conversation. **Does Salesforce Files & Notes MCP show different versions of a file?** It can pull up the version history for any specific document so you can see how it changed. **Can I search for notes by their title?** Yes, you can search for notes across your records to find specific instructions or historical data. **Will Salesforce Files & Notes MCP show me who owns a file?** Yes, the search tool returns the owner of the files it finds. **What file types are supported?** All files stored in Salesforce CRM: PDFs, images, documents, spreadsheets — any ContentDocument or Attachment. **Can I create notes?** Yes! Create Notes attached to any parent record (Account, Contact, Case, Opportunity). **Can I see file versions?** Yes — view all versions of a ContentDocument with size, uploader, and modification date.