Salesforce Files & Notes MCP. Get every document and note linked to a record instantly.

Listen up. This isn't some fancy widget that just sits there; this is your AI agent handling every damn document and note you need in Salesforce. You won't be stuck jumping between the Files tab, the Attachments log, and the Notes section trying to remember where you saved that contract draft.

Your agent takes over the whole process—finding what you need, checking who wrote it, and even jotting down follow-up thoughts right there on the record.

When your agent is running, you've got control over every piece of context tied to a record. You can start by finding all the modern documents that are explicitly linked to whatever record you’re looking at using sf_linked_files. Need something older? Use sf_get_attachments to pull up those legacy attachments stored directly on the record, separate from the main file links.

If you don't know where a specific document is, no sweat. You can search across your entire account for files using sf_search_files, telling the agent exactly what title or keywords you’re looking for, and it'll spit out key details like the file type, who owns it, and how big it is.

If you know a file exists but need to confirm its current state, sf_file_details grabs all the metadata and shows you the full version history—you'll instantly see which draft is the one that actually matters.

For quick checks on what’s new, use sf_recent_files. This function lists every file across your environment that's been modified recently; it’s perfect for catching up fast. And if you just need a general idea of what documents are circulating lately, sf_search_files lets you search by title while also giving you the size and owner details.

When it comes to notes—the conversational stuff—your agent handles both searching and creation. If you want to know what was said about this record before, use sf_search_notes to check existing notes attached there using keywords in either the note's title or a body preview. Got something new to add? You simply tell your agent to create it; it uses sf_create_note to generate a brand-new text note that sticks right onto the record you’re viewing.

It's all about context, man. Your AI client manages finding linked documents with sf_linked_files, digging up old attachments with sf_get_attachments, and locating modern files via sf_search_files. It also lets you track the whole life cycle of a document using sf_file_details for version history, or quickly see what’s changed lately with sf_recent_files.

Plus, if you need to find background chatter on a record, use sf_search_notes, and when it's time to jump in, just tell it to write something new using sf_create_note.