Vinkius

Salesforce Files & Notes MCP. Access every document and conversation history in one chat.

Salesforce Files & Notes MCP connects your natural language agent directly to all files, attachments, and notes across any Salesforce record. Search for proposals, track version history on contracts, or write a follow-up note—all without leaving your conversation window.

Salesforce Files & Notes MCP is compatible with Claude Claude
Salesforce Files & Notes MCP is compatible with ChatGPT ChatGPT
Salesforce Files & Notes MCP is compatible with Cursor Cursor
Salesforce Files & Notes MCP is compatible with Gemini Gemini
Salesforce Files & Notes MCP is compatible with Windsurf Windsurf
Salesforce Files & Notes MCP is compatible with VS Code VS Code
Salesforce Files & Notes MCP is compatible with JetBrains JetBrains
Salesforce Files & Notes MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Find and list recent documents

Get a list of the most recently modified files, including file type, size, and who owns them.

Review document history

View the complete version history for any specific file to see how it has changed over time.

Retrieve old record attachments

Access and retrieve legacy or standard attachments that are linked directly to a specific record.

Locate all related files

Find every document that has been explicitly linked to the current record, regardless of how many records it touches.

Create new records notes

Write and attach a brand-new note directly to an existing Salesforce record using natural language prompts.

Search internal notes by topic

Search across all attached notes, filtering results based on keywords found in the title or body preview.

Waiting for input…

AI Agent
Salesforce Files & Notes

What AI agents can do with Salesforce Files & Notes: 7 Tools Available

These tools give your AI client direct access to critical Salesforce data points—from version histories on documents to new notes attached to records.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Salesforce Files & Notes MCP

Sf Create Note

Writes a new note and attaches it directly to the specified record in Salesforce.

Sf Get Attachments

Retrieves standard attachments linked to a specific Salesforce record for review.

Sf File Details

Gets the complete version history and metadata for a particular file document.

Sf Linked Files

Finds and lists every single document that has been manually linked to a given...

Sf Recent Files

Lists the most recently modified files across your entire Salesforce instance.

Sf Search Files

Searches all content versions in Salesforce by title, returning metadata like size and owner.

Sf Search Notes

Searches existing notes within Salesforce using keywords from the note's title or body preview.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Salesforce Files & Notes MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Salesforce Files & Notes integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Salesforce Files & Notes, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Salesforce Files & Notes MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesforce. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The pain of Salesforce context switching.

Today, finding a complete picture of an account is painful. You start by checking the main record page for recent files, but then you have to navigate away to check related attachments in a separate list. Next, you might need to jump to the Notes section just to see if a conversation happened last week. It's a constant cycle of clicking tabs and cross-referencing data points.

With this MCP, your agent does all that work for you. You ask one question—like 'What did we agree on regarding pricing?'—and it pulls the answer from notes (sf_search_notes), checks if there's a related proposal file (sf_linked_files), and tells you where to find it. It’s instant data synthesis.

Get all files, attachments, and notes with Salesforce Files & Notes MCP.

The biggest time sink goes away: the manual search for document history. You no longer need to remember whether the information you want is in an attachment, a note, or a linked file. The agent checks all three places automatically.

It’s about knowing the entire story at a glance. You get immediate access to version control (sf_file_details) and the full context of past conversations right where you're working.

What Salesforce Files & Notes MCP does for your AI

Dealing with complex records in Salesforce means jumping between tabs: checking the file tab for documents, clicking into related lists for notes, and sometimes navigating through old attachments just to find one piece of data. This MCP changes that. It lets you talk to your AI client and pull out specific information from any document or note linked to a record.

You can ask it to list all files associated with an account, check the version history on a key contract, or even create a new follow-up note right away.

It’s designed for anyone who spends time in Salesforce but hates context switching. Instead of searching through multiple menus and lists, your agent finds what you need instantly, whether it's finding proposals or reviewing case attachments. This whole library of capabilities is managed through Vinkius, allowing any MCP-compatible client to access deep record data using simple conversation.

It’s about getting the facts fast: listing recent files by their size and owner, gathering legacy attachments that are buried, or quickly searching notes based on a title.

Built · Hosted · Managed by Vinkius Salesforce Files & Notes MCP - Documents, Attachments, Notes
Server ID 019d7602-524c-722e-8d67-0068cf71f3a2
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Salesforce Files & Notes MCP

Can Salesforce Files & Notes MCP find files by owner? +

Yes, the agent can search for files using metadata like ownership. You can ask to list recent files and specify filtering criteria such as who owns them or what their size is.

What if I need to create a note on an old record? +

You use sf_create_note. Just give your agent the content you want in the note and specify which record it should be attached to, and it handles the creation.

Does Salesforce Files & Notes MCP work with attachments from old cases? +

Yes. The sf_get_attachments tool allows your agent to retrieve legacy attachments on a specific record, even if they are buried deep in case history tabs.

Can I search notes using Salesforce Files & Notes MCP? +

You can use the sf_search_notes function. You just need to provide keywords or themes, and the agent will return a list of relevant notes found across the account history.

Is this better than searching directly in Salesforce? +

Yes. While native search is good for finding records by ID, this MCP lets your agent combine multiple data types (files, notes, attachments) and summarize them conversationally—it's synthesis, not just retrieval.