Salesforce Files & Notes MCP Server for AutoGen 7 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Salesforce Files & Notes as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="salesforce_files_notes_agent",
tools=tools,
system_message=(
"You help users with Salesforce Files & Notes. "
"7 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Salesforce Files & Notes MCP Server
Connect Salesforce Files & Notes to any AI agent.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Salesforce Files & Notes tools. Connect 7 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
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
The Salesforce Files & Notes MCP Server exposes 7 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Salesforce Files & Notes to AutoGen via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with AutoGen.
Install AutoGen
Run pip install "autogen-ext[mcp]"
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Integrate into workflow
Use the agent in your AutoGen multi-agent orchestration
Explore tools
The workbench discovers 7 tools from Salesforce Files & Notes automatically
Why Use AutoGen with the Salesforce Files & Notes MCP Server
AutoGen provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Salesforce Files & Notes tools to solve complex tasks
Role-based architecture lets you assign Salesforce Files & Notes tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Salesforce Files & Notes tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Salesforce Files & Notes tool responses in an isolated environment
Salesforce Files & Notes + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Salesforce Files & Notes MCP Server delivers measurable value.
Collaborative analysis: one agent queries Salesforce Files & Notes while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Salesforce Files & Notes, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Salesforce Files & Notes data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Salesforce Files & Notes responses in a sandboxed execution environment
Salesforce Files & Notes MCP Tools for AutoGen (7)
These 7 tools become available when you connect Salesforce Files & Notes to AutoGen via MCP:
sf_create_note
Create a new Note attached to a record
sf_file_details
Get all versions of a specific file (ContentDocument)
sf_get_attachments
Get attachments on a specific record
sf_linked_files
Get files linked to a specific record
sf_recent_files
List the most recently modified files in Salesforce
sf_search_files
Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title
sf_search_notes
Returns title, body preview, creator, and dates. Search Notes in Salesforce by title
Example Prompts for Salesforce Files & Notes in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Salesforce Files & Notes immediately.
"Find all files related to the Acme account"
"Search for files named proposal"
"Create a note on the Acme account: Follow up next week about renewal"
Troubleshooting Salesforce Files & Notes MCP Server with AutoGen
Common issues when connecting Salesforce Files & Notes to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Salesforce Files & Notes + AutoGen FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
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Connect Salesforce Files & Notes to AutoGen
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.