Salesforce Files & Notes MCP Server for Claude Code 7 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Salesforce Files & Notes as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.
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Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Salesforce Files & Notes and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add salesforce-files-notes --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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.
Claude Code registers Salesforce Files & Notes as an MCP server in a single terminal command. Once connected, Claude Code discovers all 7 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Salesforce Files & Notes data drives decisions without human intervention.
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 Claude Code 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 Claude Code via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Salesforce Files & Notes
Ask Claude: "Using Salesforce Files & Notes, show me...". 7 tools are ready
Why Use Claude Code with the Salesforce Files & Notes MCP Server
Claude Code provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Salesforce Files & Notes tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Salesforce Files & Notes + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Salesforce Files & Notes MCP Server delivers measurable value.
CI/CD integration: embed Salesforce Files & Notes tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Salesforce Files & Notes nightly and generate reports without human intervention
Shell scripting: pipe Salesforce Files & Notes outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Salesforce Files & Notes status endpoints and alert on anomalies
Salesforce Files & Notes MCP Tools for Claude Code (7)
These 7 tools become available when you connect Salesforce Files & Notes to Claude Code 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 Claude Code
Ready-to-use prompts you can give your Claude Code 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 Claude Code
Common issues when connecting Salesforce Files & Notes to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Salesforce Files & Notes + Claude Code FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Salesforce Files & Notes with your favorite client
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Connect Salesforce Files & Notes to Claude Code
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.