Salesforce Files & Notes MCP Server for OpenAI Agents SDK 7 tools — connect in under 2 minutes
The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Salesforce Files & Notes through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with MCPServerStreamableHttp(
url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
) as mcp_server:
agent = Agent(
name="Salesforce Files & Notes Assistant",
instructions=(
"You help users interact with Salesforce Files & Notes. "
"You have access to 7 tools."
),
mcp_servers=[mcp_server],
)
result = await Runner.run(
agent, "List all available tools from Salesforce Files & Notes"
)
print(result.final_output)
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.
The OpenAI Agents SDK auto-discovers all 7 tools from Salesforce Files & Notes through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Salesforce Files & Notes, another analyzes results, and a third generates reports, all orchestrated through Vinkius.
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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP
Follow these steps to integrate the Salesforce Files & Notes MCP Server with OpenAI Agents SDK.
Install the SDK
Run pip install openai-agents in your Python environment
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
Run the script
Save the code above and run it: python agent.py
Explore tools
The agent will automatically discover 7 tools from Salesforce Files & Notes
Why Use OpenAI Agents SDK with the Salesforce Files & Notes MCP Server
OpenAI Agents SDK provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.
Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety
Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure
Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate
First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output
Salesforce Files & Notes + OpenAI Agents SDK Use Cases
Practical scenarios where OpenAI Agents SDK combined with the Salesforce Files & Notes MCP Server delivers measurable value.
Automated workflows: build agents that query Salesforce Files & Notes, process the data, and trigger follow-up actions autonomously
Multi-agent orchestration: create specialist agents. one queries Salesforce Files & Notes, another analyzes results, a third generates reports
Data enrichment pipelines: stream data through Salesforce Files & Notes tools and transform it with OpenAI models in a single async loop
Customer support bots: agents query Salesforce Files & Notes to resolve tickets, look up records, and update statuses without human intervention
Salesforce Files & Notes MCP Tools for OpenAI Agents SDK (7)
These 7 tools become available when you connect Salesforce Files & Notes to OpenAI Agents SDK 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 OpenAI Agents SDK
Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK
Common issues when connecting Salesforce Files & Notes to OpenAI Agents SDK through the Vinkius, and how to resolve them.
MCPServerStreamableHttp not found
pip install --upgrade openai-agentsAgent not calling tools
Salesforce Files & Notes + OpenAI Agents SDK FAQ
Common questions about integrating Salesforce Files & Notes MCP Server with OpenAI Agents SDK.
How does the OpenAI Agents SDK connect to MCP?
MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.Can I use multiple MCP servers in one agent?
MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.Does the SDK support streaming responses?
Connect Salesforce Files & Notes with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
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 OpenAI Agents SDK
Get your token, paste the configuration, and start using 7 tools in under 2 minutes. No API key management needed.