Integrate Salesforce Files & Notes with Claude, Cursor, Chatbots & AI Agents MCP Server

Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

Sf create note on Salesforce Files & Notes

Create a new Note attached to a record

Sf file details on Salesforce Files & Notes

Get all versions of a specific file (ContentDocument)

Sf get attachments on Salesforce Files & Notes

Get attachments on a specific record

Sf linked files on Salesforce Files & Notes

Get files linked to a specific record

Sf recent files on Salesforce Files & Notes

List the most recently modified files in Salesforce

Sf search files on Salesforce Files & Notes

Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title

Sf search notes on Salesforce Files & Notes

Returns title, body preview, creator, and dates. Search Notes in Salesforce by title

Security & Code Integrity Audit

Every tool in the Salesforce Files & Notes MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

What file types are supported?

All files stored in Salesforce CRM: PDFs, images, documents, spreadsheets — any ContentDocument or Attachment.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Automated Workflows using Salesforce Files & Notes

Use Salesforce Files & Notes with any AI agent framework to process, analyze, and mutate data securely via the Model Context Protocol.

Managing file storage inside Claude

The Salesforce Files & Notes toolkit provides secure access to file storage functions. It enables conversational agents to manage industry titans settings deterministically.

LLM Orchestration for document management

The Salesforce Files & Notes integration exposes LLM-friendly schemas for document management. Tools like Cursor can map natural language directly into executable industry titans commands.