Salesforce Files & Notes MCP Server for LlamaIndex 7 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce Files & Notes as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce Files & Notes. "
"You have 7 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce Files & Notes?"
)
print(response)
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.
LlamaIndex agents combine Salesforce Files & Notes tool responses with indexed documents for comprehensive, grounded answers. Connect 7 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 7 tools from Salesforce Files & Notes
Why Use LlamaIndex with the Salesforce Files & Notes MCP Server
LlamaIndex provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce Files & Notes tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce Files & Notes tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce Files & Notes, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce Files & Notes tools were called, what data was returned, and how it influenced the final answer
Salesforce Files & Notes + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce Files & Notes MCP Server delivers measurable value.
Hybrid search: combine Salesforce Files & Notes real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce Files & Notes to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce Files & Notes for fresh data
Analytical workflows: chain Salesforce Files & Notes queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce Files & Notes MCP Tools for LlamaIndex (7)
These 7 tools become available when you connect Salesforce Files & Notes to LlamaIndex 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 LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Salesforce Files & Notes to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce Files & Notes + LlamaIndex FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Salesforce Files & Notes with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
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Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce Files & Notes to LlamaIndex
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.