Salesforce Files & Notes MCP Server
Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation.
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What is the Salesforce MCP Server?
The Salesforce MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Salesforce via 7 tools. Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (7)
Tools for your AI Agents to operate Salesforce
Ask your AI agent "Find all files related to the Acme account" and get the answer without opening a single dashboard. With 7 tools connected to real Salesforce data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Salesforce Files & Notes MCP Server capabilities
7 toolsCreate a new Note attached to a record
Get all versions of a specific file (ContentDocument)
Get attachments on a specific record
Get files linked to a specific record
List the most recently modified files in Salesforce
Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title
Returns title, body preview, creator, and dates. Search Notes in Salesforce by title
What the Salesforce Files & Notes MCP Server unlocks
Connect Salesforce Files & Notes to any AI agent.
What you can do
- Files — Search and list recent files with type, size, and owner
- Versions — View version history of any document
- Attachments — Get legacy attachments on any record
- Linked Files — Find all documents linked to a specific record
- Notes — Search and create notes attached to records
Who is this for?
- Sales Teams — Find proposals and contracts instantly
- Support — Access case attachments without tab-switching
- Operations — Track document versions and ownership
Frequently asked questions about the Salesforce Files & Notes MCP Server
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.
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Connect Salesforce Files & Notes with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
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Anthropic's agentic CLI for terminal-first development.
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Give your AI agents the power of Salesforce MCP Server
Production-grade Salesforce Files & Notes MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.