Salesforce Files & Notes MCP Server for Cline 7 tools — connect in under 2 minutes
Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire Salesforce Files & Notes through Vinkius and Cline gains direct access to every tool. from data retrieval to workflow automation. without leaving the terminal.
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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.
{
"mcpServers": {
"salesforce-files-notes": {
"url": "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.
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including Salesforce Files & Notes tool calls without waiting for prompts between steps. Connect 7 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
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 Cline 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 Cline via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with Cline.
Open Cline MCP Settings
Click the MCP Servers icon in the Cline sidebar panel
Add remote server
Click "Add MCP Server" and paste the configuration above
Enable the server
Toggle the server switch to ON
Start using Salesforce Files & Notes
Ask Cline: "Using Salesforce Files & Notes, help me...". 7 tools available
Why Use Cline with the Salesforce Files & Notes MCP Server
Cline provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
Salesforce Files & Notes + Cline Use Cases
Practical scenarios where Cline combined with the Salesforce Files & Notes MCP Server delivers measurable value.
Autonomous feature building: tell Cline to fetch data from Salesforce Files & Notes and scaffold a complete module with types, handlers, and tests
Codebase refactoring: use Salesforce Files & Notes tools to validate live data while Cline restructures your code to match updated schemas
Automated testing: Cline fetches real responses from Salesforce Files & Notes and generates snapshot tests or mocks based on actual payloads
Incident response: query Salesforce Files & Notes for real-time status and let Cline generate hotfix patches based on the findings
Salesforce Files & Notes MCP Tools for Cline (7)
These 7 tools become available when you connect Salesforce Files & Notes to Cline 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 Cline
Ready-to-use prompts you can give your Cline 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 Cline
Common issues when connecting Salesforce Files & Notes to Cline through the Vinkius, and how to resolve them.
Server shows error in sidebar
Salesforce Files & Notes + Cline FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with Cline.
How does Cline connect to MCP servers?
Can Cline run MCP tools without approval?
Does Cline support multiple MCP servers at once?
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Connect Salesforce Files & Notes to Cline
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.