Salesforce Files & Notes MCP Server for Mastra AI 7 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Salesforce Files & Notes through the Vinkius and Mastra agents discover all tools automatically — type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token — get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"salesforce-files-notes": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Salesforce Files & Notes Agent",
instructions:
"You help users interact with Salesforce Files & Notes " +
"using 7 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Salesforce Files & Notes?"
);
console.log(result.text);
}
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.
Mastra's agent abstraction provides a clean separation between LLM logic and Salesforce Files & Notes tool infrastructure. Connect 7 tools through the Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution — deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 7 tools from Salesforce Files & Notes via MCP
Why Use Mastra AI with the Salesforce Files & Notes MCP Server
Mastra AI provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure — add Salesforce Files & Notes without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Salesforce Files & Notes tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host — Vercel, Railway, Fly.io, or your own infrastructure
Salesforce Files & Notes + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Salesforce Files & Notes MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Salesforce Files & Notes, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Salesforce Files & Notes as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Salesforce Files & Notes on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Salesforce Files & Notes tools alongside other MCP servers
Salesforce Files & Notes MCP Tools for Mastra AI (7)
These 7 tools become available when you connect Salesforce Files & Notes to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Salesforce Files & Notes to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpSalesforce Files & Notes + Mastra AI FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
Connect Salesforce Files & Notes with your favorite client
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Connect Salesforce Files & Notes to Mastra AI
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.