What file types are supported?

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

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.

Salesforce Files & Notes MCP Server for Claude Desktop 7 tools — connect in under 2 minutes

Name: Salesforce Files & Notes
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 7 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

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Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

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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.

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Classic Setup·json

{
  "mcpServers": {
    "salesforce-files-notes": {
      // Your Vinkius token — get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

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High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Desktop is the definitive way to connect Salesforce Files & Notes to your AI workflow. Add the Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 7 tools in the chat interface — ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

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 Desktop 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 Desktop via MCP

Follow these steps to integrate the Salesforce Files & Notes MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using Salesforce Files & Notes

Look for the 🔌 icon in the chat — your 7 tools are now available

Why Use Claude Desktop with the Salesforce Files & Notes MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.

Claude Desktop is the reference MCP client — it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage — your tokens never leave your machine, and connections go directly to the Vinkius Edge network

Salesforce Files & Notes + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the Salesforce Files & Notes MCP Server delivers measurable value.

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies — all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Salesforce Files & Notes MCP Tools for Claude Desktop (7)

These 7 tools become available when you connect Salesforce Files & Notes to Claude Desktop 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 Desktop

Ready-to-use prompts you can give your Claude Desktop 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 Desktop

Common issues when connecting Salesforce Files & Notes to Claude Desktop through the Vinkius, and how to resolve them.

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting — wait a few seconds.

Salesforce Files & Notes + Claude Desktop FAQ

Common questions about integrating Salesforce Files & Notes MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully — if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL — Claude auto-negotiates the transport protocol.