Bring File Storage
to LlamaIndex
Create your Vinkius account to connect Salesforce Files & Notes to LlamaIndex and start using all 7 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Salesforce Files & Notes MCP Server?
Connect Salesforce Files & Notes to any AI agent.
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
Who is this for?
- Sales Teams — Find proposals and contracts instantly
- Support — Access case attachments without tab-switching
- Operations — Track document versions and ownership
Built-in capabilities (7)
Create a new Note attached to a record
Get all versions of a specific file (ContentDocument)
Get attachments on a specific record
Get files linked to a specific record
List the most recently modified files in Salesforce
Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title
Returns title, body preview, creator, and dates. Search Notes in Salesforce by title
Why LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine Salesforce Files & Notes tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Salesforce Files & Notes tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Salesforce Files & Notes, a vector store, and a SQL database in a single turn and synthesize results
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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 in LlamaIndex
Why run Salesforce Files & Notes with Vinkius?
The Salesforce Files & Notes connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 7 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Salesforce Files & Notes using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Salesforce Files & Notes and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Salesforce Files & Notes to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Salesforce Files & Notes for LlamaIndex
Every request between LlamaIndex and Salesforce Files & Notes is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
What file types are supported?
All files stored in Salesforce CRM: PDFs, images, documents, spreadsheets — any ContentDocument or Attachment.
Can I create notes?
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Salesforce Files & Notes tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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