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Vinkius

Salesforce Files & Notes Connector for AI agents.

7 live capabilities

Access and manage Salesforce CRM documents and notes through natural conversation.

Live agent request Salesforce Files & Notes / Connector

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AI Agent

Why people use Salesforce Files & Notes

Salesforce Files & Notes for Faster CRM Document Access

This Connector changes that. You just ask your AI agent to find the files for a specific account. It pulls the list of linked documents, shows you the file types, and even identifies the owner. You stay in your workspace while the agent handles the navigation.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You can manage Salesforce documents and notes through a simple conversation rather than manual navigation.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Finding a contract during a live call

    A sales rep needs a signed NDA.

  2. Real-world use case 02

    Logging a follow-up update

    A support agent finishes a call.

  3. Real-world use case 03

    Auditing a proposal history

    An ops manager wants to see the history of a specific proposal.

Complete set · 7capabilities

The complete Salesforce Files & Notes capability set.

These are the exact actions your AI can choose when you ask it to work with Salesforce Files & Notes.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 7 available through Salesforce Files & Notes.

  1. 01 Capability

    Sf recent files

    List the most recently modified files in Salesforce. This is perfect for checking what your team worked on today.

  2. 02 Capability

    Sf create note

    Create a new Note attached to a record. This lets you log updates quickly without opening the CRM.

  3. 03 Capability

    Sf get attachments

    Get attachments on a specific record. Use this to find older files that aren't currently linked.

  4. 04 Capability

    Sf file details

    Get all versions of a specific file. This helps you see how a document has evolved over time.

Capability set02 / 02

05—07

3 capabilities in this set.

Part of 7 available through Salesforce Files & Notes.

  1. 05 Capability

    Sf linked files

    Get files linked to a specific record. Use this to see every document associated with a specific account or lead.

  2. 06 Capability

    Sf search files

    Search files by title to get their type, size, and owner. This is the fastest way to find a specific document in a large library.

  3. 07 Capability

    Sf search notes

    Search Notes in Salesforce by title. Use this to find specific instructions or historical notes quickly.

Set up in minutes

One URL. Then ask Salesforce Files & Notes to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Salesforce Files & Notes from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_PrggzIWbB5hBcMNsWe6QhDtvnaliIqPaURMNz5Sb/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Salesforce Files & Notes, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Salesforce Files & Notes for the conversation.

Where the request belongs

Work Salesforce can move forward.

Built around the request

This is for CRM power users who are tired of the tab-switching tax. It's for people who need to move fast between sales data and the actual documents that support those deals.

01

Sales Development Rep

Finding specific contracts or proposals during a live call without clicking through five different pages.

02

Customer Support Agent

Pulling up old case attachments instantly to troubleshoot a recurring issue.

03

Sales Ops Manager

Auditing document versions and ownership across the entire company to ensure everyone is using the latest files.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Salesforce Service Cloud logo
01 8 capabilities

Salesforce Service Cloud

Manage support cases, search the knowledge base, track case metrics, and resolve customer issues through natural conversation.

View Connector
Salesforce logo
02 12 capabilities

Salesforce

Connect your Salesforce CRM to any AI agent. query records with SOQL, manage accounts, contacts, opportunities, run reports, and perform CRUD operations.

View Connector
Salesforce Admin & Metadata logo
03 8 capabilities

Salesforce Admin & Metadata

Manage users, explore object schemas, monitor org limits, search metadata, execute Apex, and audit profiles through natural conversation.

View Connector
Salesforce Sales Cloud logo
04 10 capabilities

Salesforce Sales Cloud

Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation with your Salesforce CRM.

View Connector
Airtable logo
05 10 capabilities

Airtable

Connect your Airtable bases to your AI agent. query records, edit spreadsheets, and build automated workflows naturally via chat.

View Connector
Salesforce Chatter logo
06 5 capabilities

Salesforce Chatter

Read your Chatter feed, post messages, search groups, comment on posts, and collaborate across your Salesforce org through natural conversation.

View Connector

Bring your own AI

Change the model, client or framework. Keep Salesforce connected.

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Before you connect

Questions about Salesforce.

The practical details behind the request, access and result.

Can I use Salesforce Files & Notes MCP to find old contracts?

Yes, it can find legacy attachments on any record that might not be currently linked.

How does Salesforce Files & Notes MCP help my sales team?

It lets reps pull up proposals and contracts instantly during calls without switching tabs.

Can I create notes in Salesforce using this Connector?

Yes, you can tell your agent to create a new note on a specific record through natural conversation.

Does Salesforce Files & Notes MCP show different versions of a file?

It can pull up the version history for any specific document so you can see how it changed.

Can I search for notes by their title?

Yes, you can search for notes across your records to find specific instructions or historical data.

Will Salesforce Files & Notes MCP show me who owns a file?

Yes, the search capability returns the owner of the files it finds.

What file types are supported?

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

Can I create notes?

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

Can I see file versions?

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

One connection away

Give your agent a direct line to Salesforce.

Connect Salesforce once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available