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Connect Salesforce Files Notes to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Access your CRM documents and notes through any AI client.

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

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 7 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 7 available through Salesforce.

  1. 01

    Sf file details

    This capability retrieves all available versions for a specific ContentDocument.

  2. 02

    Sf linked files

    Use this to get a list of all files currently linked to a specific record.

  3. 03

    Sf get attachments

    This capability pulls legacy attachments associated with a specific record.

  4. 04

    Sf recent files

    This capability lists the most recently modified files within your Salesforce instance.

Capability set02 / 02

05-07

3 capabilities in this set.

Part of 7 available through Salesforce.

  1. 05

    Sf search files

    This capability searches for files by title and returns the file type, size, owner, and modification date.

  2. 06

    Sf create note

    This capability creates a new Note and attaches it directly to a specified record.

  3. 07

    Sf search notes

    This capability searches for Notes by title and provides the title, body preview, creator, and dates.

Real work

What teams actually run

01

Contract Retrieval

A salesperson asks for the latest signed NDA for a specific client to verify terms.

02

Case Resolution

A support agent requests all attachments on a support case to troubleshoot an issue.

03

Meeting Documentation

An account manager dictates a summary to the agent to save as a new note on a record.

04

Audit and Tracking

An operations lead checks the modification dates and owners of recent files.

Automate a task

Put Salesforce to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Salesforce works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Salesforce to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

847ms average. Fast in production.

Salesforce is checked daily against the live service.

Daily averagePeak 1003ms
Oct 3Today
Fastest day
668ms
Slowest day
1003ms
14-day trend
Slowing+16%

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

Guided setup for Claude? Set up Salesforce in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Salesforce owners hand off.

This MCP is built for professionals who live in Salesforce and need to move data between their CRM and their AI workspace.

  • 01

    Sales Teams

    They ask the agent to find contracts and proposals without leaving their chat interface.

  • 02

    Support Agents

    They use the agent to pull case attachments and customer notes instantly.

  • 03

    Operations Managers

    They track document versions and ownership through conversational queries.

FAQ

Questions Salesforce owners ask.

  • 01

    How do I connect this MCP to my AI client?

    You connect once through your MCP-compatible client like Claude or Cursor. Vinkius hosts the MCP and manages the connection for you.

  • 02

    Can I create new notes in Salesforce using my agent?

    Yes. You can use the sf_create_note capability to add new notes to any specific record via your AI client.

  • 03

    Does this work with legacy Salesforce attachments?

    Yes. The sf_get_attachments capability is specifically designed to retrieve legacy attachments on a record.

  • 04

    Can I see who owns a specific file?

    Yes. When you search for files, the agent returns the owner, file size, and modification date.

  • 05

    Do I need to manage my own Salesforce credentials?

    Vinkius manages the credentials and hosting, so you don't have to worry about the underlying infrastructure.

  • 06

    What file types are supported?

    All files stored in Salesforce CRM: PDFs, images, documents, spreadsheets. any ContentDocument or Attachment.

  • 07

    Can I create notes?

    Yes! Create Notes attached to any parent record (Account, Contact, Case, Opportunity).

  • 08

    Can I see file versions?

    Yes. view all versions of a ContentDocument with size, uploader, and modification date.

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