Salesforce Files NotesをChatGPTとClaudeに接続

• 01 / 03ノートの管理方法
• 02 / 03添付ファイルの取得方法
• 03 / 03Salesforceファイルの検索方法

最速日

668ms

最遅日

1003ms

14日間の傾向

遅延傾向+16%

Salesforce Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "salesforce-files-notes-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ SalesforceをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業チーム

  提案書や契約書を即座に探し出し、商談のスピードを上げたい方。

• 02

  カスタマーサポート

  画面を切り替えることなく、ケースに関連する添付ファイルに素早くアクセスしたい方。

• 03

  オペレーション担当

  ドキュメントのバージョン管理や所有者の追跡を効率化したい方。

• 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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