# Salesforce Files & Notes MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** file-storage, document-management, crm-attachments, note-taking, version-control, record-linking ## Description 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. ## Tools ### 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 record ID. ### 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. ## Prompt Examples **Prompt:** ``` Find all files related to the Acme account ``` **Response:** ``` 📎 **Files linked to Acme Corp** | Name | Type | Size | Date | |---|---|---|---| | Proposal_Q1.pdf | PDF | 2.3MB | Mar 15 | | Contract_v2.docx | WORD | 450KB | Mar 22 | | NDA_signed.pdf | PDF | 1.1MB | Jan 10 | ``` **Prompt:** ``` Search for files named proposal ``` **Response:** ``` 📂 Found 5 files matching "proposal": 1. Proposal_Q1_2024.pdf (2.3MB) 2. Sales_Proposal_Template.docx (800KB) 3. Proposal_v3_final.pdf (1.5MB) ``` **Prompt:** ``` Create a note on the Acme account: Follow up next week about renewal ``` **Response:** ``` 📝 **Note Created!** - Title: Follow up next week about renewal - Parent: Acme Corp - Created: Just now ``` ## Capabilities ### 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. ## 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. ## Benefits - 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. ## How It Works The bottom line is you get Salesforce's entire record history—files, attachments, and notes—delivered conversationally without opening a single tab. 1. You tell your AI client exactly what you need—for example, 'Show me the latest contract versions for Acme Corp's account.' 2. The MCP routes that request to Salesforce, executing multiple checks against linked files, attached records, and notes. 3. Your agent returns a consolidated list or document summary directly in the chat window, eliminating all manual data gathering. ## Frequently Asked Questions **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.