ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

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.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

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.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 7 available through Salesforce.

  1. 01

    Sf file details

    Get all versions of a specific file (ContentDocument)

  2. 02

    Sf linked files

    Get files linked to a specific record

  3. 03

    Sf search notes

    Returns title, body preview, creator, and dates. Search Notes in Salesforce by title

  4. 04

    Sf create note

    Create a new Note attached to a record

Capability set02 / 02

05-07

3 capabilities in this set.

Part of 7 available through Salesforce.

  1. 05

    Sf get attachments

    Get attachments on a specific record

  2. 06

    Sf recent files

    List the most recently modified files in Salesforce

  3. 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.

Daily averagePeak 1000ms
Aug 20Today
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.

Connector linkhttps://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Salesforce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "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.