Use Salesforce with your AI.
Connect your account once and let the AI you already use work with it, without building another integration. Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
Waiting for input…
Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Complete set · 7 capabilities
The complete Salesforce capability set.
These are the exact actions your AI can choose when you ask it to work with Salesforce.
01-04
4 capabilities in this set.
Part of 7 available through Salesforce.
- 01
Sf file details
Get all versions of a specific file (ContentDocument)
- 02
Sf linked files
Get files linked to a specific record
- 03
Sf search notes
Returns title, body preview, creator, and dates. Search Notes in Salesforce by title
- 04
Sf create note
Create a new Note attached to a record
05-07
3 capabilities in this set.
Part of 7 available through Salesforce.
- 05
Sf get attachments
Get attachments on a specific record
- 06
Sf recent files
List the most recently modified files in Salesforce
- 07
Sf search files
Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title
Observed, not estimated
853ms average. Fast in production.
Salesforce is checked daily against the live service.
- Fastest day
- 702ms
- Slowest day
- 1000ms
- 14-day trend
- Slowing+13%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 7 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Salesforce, so you can see the experience inside your AI.
It does not authenticate your account with Salesforce. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Salesforce Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Salesforce capabilities are ready to use.
{
"mcpServers": {
"salesforce-files-notes-mcp": {
"url": "https://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
FAQ
Questions Salesforce owners ask.
- 01
What file types are supported?
All files stored in Salesforce CRM: PDFs, images, documents, spreadsheets. any ContentDocument or Attachment.
- 02
Can I create notes?
Yes! Create Notes attached to any parent record (Account, Contact, Case, Opportunity).
- 03
Can I see file versions?
Yes. view all versions of a ContentDocument with size, uploader, and modification date.
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