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 VS Code Copilot 7 tools — connect in under 2 minutes

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

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 7 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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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": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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.

GitHub Copilot Agent mode brings Salesforce Files & Notes data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 7 tools — Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Salesforce Files & Notes MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Salesforce Files & Notes

Ask Copilot: "Using Salesforce Files & Notes, help me..." — 7 tools available

Why Use VS Code Copilot with the Salesforce Files & Notes MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Salesforce Files & Notes through the Model Context Protocol.

VS Code is used by over 70% of developers — adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Salesforce Files & Notes + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Salesforce Files & Notes MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Salesforce Files & Notes MCP Tools for VS Code Copilot (7)

These 7 tools become available when you connect Salesforce Files & Notes to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting Salesforce Files & Notes to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Salesforce Files & Notes + VS Code Copilot FAQ

Common questions about integrating Salesforce Files & Notes MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.