MCP For Claude Marketplace
Salesforce Files & Notes

Salesforce Files & Notes MCP Connector for Claude

A+

Search files, manage attachments, create notes, and access documents linked to any Salesforce record through natural conversation.

7 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect Salesforce Files & Notes to any AI agent.

What you can do

  • Files — Search and list recent files with type, size, and owner
  • Versions — View version history of any document
  • Attachments — Get legacy attachments on any record
  • Linked Files — Find all documents linked to a specific record
  • Notes — Search and create notes attached to records

Who is this for?

  • Sales Teams — Find proposals and contracts instantly
  • Support — Access case attachments without tab-switching
  • Operations — Track document versions and ownership
file-storagedocument-managementcrm-attachmentsnote-takingversion-controlrecord-linking

7 tools expose this connector's capabilities to your AI agent.

sf_create_note

Create a new Note attached to a record

sf_get_attachments

Get attachments on a specific record

sf_file_details

Get all versions of a specific file (ContentDocument)

sf_linked_files

Get files linked to a specific record

sf_recent_files

List the most recently modified files in Salesforce

sf_search_files

Returns file type, size, owner, and modification date. Search files (ContentVersion) in Salesforce by title

sf_search_notes

Returns title, body preview, creator, and dates. Search Notes in Salesforce by title

See how to talk to your AI agent using Salesforce Files & Notes.

Find all files related to the Acme account

📎 **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 |

Search for files named proposal

📂 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)

Create a note on the Acme account: Follow up next week about renewal

📝 **Note Created!** - Title: Follow up next week about renewal - Parent: Acme Corp - Created: Just now

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

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