Salesforce Files & Notes MCP Server
Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation.
Vinkius AI Gateway supports streamable HTTP and SSE.
Works with every AI agent you already use
…and any MCP-compatible client
Salesforce MCP Server: see your AI Agent in action
Built-in capabilities (7)
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
What this connector unlocks
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
Frequently asked questions
Give your AI agents the power of Salesforce
Access Salesforce and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.
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