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.
Give Claude and any AI agent real-world access
Get a list of the most recently modified files, including file type, size, and who owns them.
View the complete version history for any specific file to see how it has changed over time.
Access and retrieve legacy or standard attachments that are linked directly to a specific record.
Find every document that has been explicitly linked to the current record, regardless of how many records it touches.
Write and attach a brand-new note directly to an existing Salesforce record using natural language prompts.
Search across all attached notes, filtering results based on keywords found in the title or body preview.
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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 MCPSf 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.
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
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
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.
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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.
019d7602-524c-722e-8d67-0068cf71f3a2 How to set up Salesforce Files & Notes MCP
The bottom line is you get Salesforce's entire record history—files, attachments, and notes—delivered conversationally without opening a single tab.
You tell your AI client exactly what you need—for example, 'Show me the latest contract versions for Acme Corp's account.'
The MCP routes that request to Salesforce, executing multiple checks against linked files, attached records, and notes.
Your agent returns a consolidated list or document summary directly in the chat window, eliminating all manual data gathering.
Who uses Salesforce Files & Notes MCP
Sales reps who dread the pre-call prep work. Support specialists drowning in case histories. Operations teams that manage document compliance. If your job requires you to know what was said or signed on Record X, this is for you.
Needs to pull together a file summary of proposals and contracts linked to an account before a client meeting.
Must access attachments from old cases or review the full version history of a troubleshooting guide for a customer.
Needs to audit document ownership and track which files have been updated over time across multiple department records.
Benefits of connecting Salesforce Files & Notes MCP
Stop clicking through tabs. Instead of manually checking the file, attachments, and notes sections on a record page, you simply ask your agent to 'Show me everything related to this client.'
You can track changes immediately. Use sf_file_details to view the version history of any document, so you know exactly who changed what and when, without digging through complex menus.
Never miss an old piece of info again. The agent handles legacy attachments retrieval (sf_get_attachments) for records where those files might be buried deep in the system.
Drafting follow-ups is faster than ever. Use sf_create_note to write and attach a new note instantly, logging activity on a record without opening the notes section first.
Find documents by context. Instead of knowing the exact file name, use sf_search_files or sf_search_notes to locate content based on keywords across titles or descriptions.
Salesforce Files & Notes MCP use cases
Preparing for a client review
A sales rep needs to summarize the history of an account. They ask their agent, 'What proposals and contracts are linked to Acme Corp?' The agent uses sf_linked_files and sf_search_files to pull up all relevant documents, showing name, type, size, and modification date instantly.
Troubleshooting a support case
A support specialist is on a call with a user. They ask their agent, 'What was the last version of the setup guide for this account?' The agent executes sf_file_details to pull up the full audit trail and provide the correct document link immediately.
Documenting post-meeting actions
An Account Executive finishes a meeting. Instead of manually navigating to the record, they prompt their agent: 'Add a note saying I'll follow up next week about renewal.' The agent uses sf_create_note to log the action directly.
Auditing historical records
An operations manager needs to know who was responsible for an old contract. They ask their agent, 'Show me all files linked to this project that were modified before Q1.' The agent uses sf_linked_files and filters the results by date.
Salesforce Files & Notes MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Manually searching for old documents
Spending 20 minutes clicking through a record's Related Lists, then switching to the Files tab, then scrolling down to find the correct attachment.
Just ask your agent. Prompting with 'Find all attachments and notes on this record' uses sf_get_attachments and gathers everything into one conversational summary.
Forgetting version control details
Assuming the current document is the final, signed version when the file history shows three drafts over the last month.
Always run a check for sf_file_details. This tool pulls up the full version timeline, confirming which draft or release was actually used.
Losing track of related files
Working on one record and forgetting that three other documents were also attached but listed in a different tab.
Use sf_linked_files. It gives you a comprehensive, single list of every document tied to the main record ID.
When to use Salesforce Files & Notes MCP
Use this MCP if your workflow requires synthesizing information from multiple data silos within Salesforce—specifically files, notes, and attachments—into a single, coherent answer. You need an agent that acts like you have eyes everywhere on the screen at once.
Don't use this if you only need to read a static report or perform simple data entry tasks. If your goal is simply to create a record in another system (like sending an email), look for dedicated messaging MCPs. This tool shines when it needs to answer: 'What happened here, based on everything?'
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.