• CONTEXT
  • ANALYSIS
  • ACTION
  • HUMAN

How to retrieve Salesforce record attachments with your AI

Connect your AI to Salesforce once. From then on, your agent can pull any file or legacy attachment tied to a record on command.

Ask AI about this page

Short answer

How can I get Salesforce attachments using my AI?

Your agent uses specific tools to scan a Salesforce record and pull every file or legacy attachment linked to it. You'll get a list of files and their details to use in your chat. This breakdown shows how the data moves from Salesforce to your agent.

The outcomes.

Where the data lands.

Once your AI finds the files, it organizes them for your next move.

CONTEXT

Immediate record context

The AI pulls file names and metadata. This gives your agent the background it needs to answer questions about a specific account or case.

ANALYSIS

File content review

Your agent reads the contents of the retrieved files. It can then summarize documents or find specific data points within those attachments.

ACTION

Drafting responses

The AI uses the file data to write emails or updates. You get a draft based on the actual documents found in Salesforce.

HUMAN

Final verification

You review the extracted information or drafted text. The AI provides the data, but you make the final call on what to send or save.

The workflow

What your AI does when you ask for files.

The AI handles the heavy lifting of searching through Salesforce object relationships.

  1. Identify files

    The agent looks at the specific Salesforce record you mentioned to find all connected file objects.

    sf_linked_files

  2. Fetch attachments

    It pulls the actual legacy attachments that are tied to that specific record.

    sf_get_attachments

  3. Parse metadata

    The AI reads the file names, types, and descriptions to understand what it just found.

    sf_linked_files

  4. Summarize content

    Your agent processes the retrieved information so you can ask questions about the files themselves.

    sf_get_attachments

Try it

Copy these to start.

Use these prompts to trigger the file retrieval process.

Starting points

Replace the bracketed text with your actual Salesforce record IDs or names.

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"
    }
  }
}
Copy into chat04

  • Get all the files attached to the Salesforce Account 'Acme Corp'.

  • List every attachment linked to Case ID 0015000000abcde.

  • What files are uploaded to the Opportunity for the Global Tech deal?

  • Find the legacy attachments for the Contact record named Sarah Jenkins.

  • Claude
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  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Salesforce Files & Notes once, then ask.

One connection links your AI to your Salesforce data. Your login stays encrypted and secure on our side.

Connect Salesforce Files & Notes to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete attachments in Salesforce?

    No. The tools only allow the AI to read and retrieve files, not modify or delete them.

  • 02

    Can the AI create new files in my Salesforce account?

    No. This specific connector is for retrieving existing files and notes.

  • 03

    Does the AI see every file in my entire Salesforce instance?

    No. The AI only accesses files that are specifically linked to the records you ask it to look at.

  • 04

    Can I ask the AI to summarize a PDF it just found?

    Yes. Once the AI retrieves the file via the connector, it can read and summarize the content for you.

  • 05

    Will my Salesforce credentials be shared with the AI model?

    No. Your credentials are encrypted and managed by Vinkius; the AI only interacts with the data through the MCP.

  • More questions about Salesforce Files & Notes? The Connector page answers them. See everything the Salesforce Files & Notes Connector can do

Connect Salesforce to Claude, Cursor, ChatGPT & more