ApexGenius is a Salesforce MCP for consultants and admins. It connects authorized Salesforce projects to AI tools like Claude, ChatGPT, Cursor, and VS Code so you can query records, inspect metadata, document processes, build changes, validate, and deploy.

How does ApexGenius compare to Agentforce?

ApexGenius exposes task-specific Salesforce record, metadata, Apex, and deployment tools to compatible AI clients such as Claude and ChatGPT. Access is limited to authorized projects and the Salesforce credential selected for the workflow; no separate Agentforce license is included or required by ApexGenius.

What AI tools does ApexGenius work with?

ApexGenius works with MCP-compatible AI clients including Claude, ChatGPT, VS Code, and Cursor, subject to each client's connector support and settings.

Is ApexGenius a Salesforce MCP server?

Yes. ApexGenius implements the Model Context Protocol (MCP) to expose declared Salesforce record, metadata, Apex, and deployment tools. After OAuth authorization and project access checks, a compatible AI client can invoke those tools with task-specific inputs.

Can I use ApexGenius to query Salesforce records from Claude or ChatGPT?

Yes. After connecting ApexGenius as an MCP server, Claude or ChatGPT can invoke the SOQL tool with a task-specific query and selected fields against an authorized Salesforce project, then receive the requested result.

Answers

Can Claude access Salesforce?

Yes. Claude can connect to Salesforce through Salesforce Hosted MCP Servers or a remote MCP provider such as ApexGenius. Salesforce’s native option exposes administrator-enabled standard or custom tools to an authenticated user. ApexGenius is a separate connector for multi-org project discovery, records, metadata and source work, staging, validation, and deployment.

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Current setup steps, capabilities, tradeoffs, and official sources.

Salesforce Hosted MCP Servers are generally available. A Salesforce administrator activates a standard or custom server, creates an External Client App, and gives Claude the server URL and OAuth client ID. Each user authenticates to Salesforce, and that user’s CRUD permissions, field-level security, and sharing rules apply.

ApexGenius is a separate remote MCP gateway. Connect Salesforce projects to ApexGenius through OAuth, add one ApexGenius connector to Claude, and select the authorized project for each task. Its full connector covers project discovery, records, metadata and source search, staged files, anonymous Apex, validation, and deployment.

Neither path gives Claude unlimited Salesforce access. The selected MCP server defines the available tools, the AI client controls tool approval behavior, and Salesforce enforces the permissions of the authenticated credential.

Your two remote MCP paths

Two ways to connect Claude to Salesforce

Both paths use MCP and OAuth, but they solve different setup and operating problems. Salesforce Hosted MCP is configured inside each Salesforce org. ApexGenius is a separate project-aware gateway designed to make multiple authorized orgs available through one connector.

Option 1: Salesforce Hosted MCP Servers

Salesforce hosts the endpoint, authenticates each user, and applies CRUD, field-level security, and sharing rules to every tool call.

Salesforce-managed

ClaudeMCP client

↓ MCP + OAuth

Salesforce Hosted MCPStandard, custom, or beta

↓ Salesforce permissions

One authenticated orgPer-user Salesforce access

Salesforce-managed path

ClaudeMCP client

Salesforce Hosted MCPStandard, custom, or beta

One authenticated orgPer-user Salesforce access

ECA + OAuth

Salesforce’s official Claude connection guide ↗Salesforce’s Hosted MCP server catalog ↗

Option 2: ApexGenius MCP

ApexGenius sits between the AI client and the Salesforce orgs you authorize, adding project selection, metadata and source search, staging, and deployment workflows.

Third-party gateway

ClaudeMCP client

↓ MCP + OAuth

ApexGenius MCPProject-aware gateway

↓ Select a project

Org AProduction or client

Org BSandbox or client

ApexGenius path

ClaudeMCP client

ApexGenius MCPProject-aware gateway

Org AProduction or client org

Org BSandbox or client org

Select project

Salesforce-native choices

What Salesforce itself offers

Salesforce Hosted MCP is not one universal tool catalog. The administrator chooses a standard server, assembles a custom server, or evaluates the broader Headless 360 beta.

Generally available

Standard Hosted MCP

Salesforce supplies fixed servers for SObject read-only access, full CRUD, mutations, deletes, Data 360, and Tableau Next. An admin enables only the servers the team needs.

Generally available

Custom Hosted MCP

An admin curates a focused server from selected standard tools plus eligible Flows, Apex actions, Apex REST, API Catalog endpoints, Agentforce, or Prompt Builder assets.

Beta as of July 2026

Headless 360

A broader four-tool discovery and dispatch surface for records, selected Setup work, Apex triggers, users, integrations, and other operations. Evaluate it in a sandbox before production use.

Where Salesforce DX MCP fits

Salesforce DX MCP Server is a separate beta option for Claude Code, Claude Desktop, and other local coding clients. It is aimed at Salesforce CLI, testing, deployment, and developer workflows rather than the hosted business-user connection shown below.

Setup

How each Claude connection is configured

The native path needs Salesforce administrator work before an individual user can connect. The ApexGenius path moves the project and multi-org layer into ApexGenius, while Salesforce still controls the permissions granted through OAuth.

Salesforce Hosted MCP

1. Activate a server. In Salesforce Setup, an admin opens API Catalog → MCP Servers and enables the required standard or custom server.
2. Register the client. Create an External Client App with the mcp_api and refresh_token scopes plus the callback URL required by Claude.
3. Copy the server details. Use the production or sandbox URL for the selected Salesforce MCP server and copy the External Client App consumer key.
4. Connect Claude. In Claude, open Customize → Connectors → Add custom connector. Paste the Salesforce server URL, then add the External Client App consumer key as the OAuth Client ID under Advanced settings.

Open the official Salesforce Claude setup guide ↗

ApexGenius MCP

1. Create an ApexGenius project. Sign up, create a project, and authorize the Salesforce org through OAuth.
2. Add the remote connector. In Claude, open Customize → Connectors → Add custom connector, paste the ApexGenius MCP URL, and complete the ApexGenius sign-in when prompted.
3. Inspect the tools. Confirm the project, record, metadata, staged-file, Apex, and deployment tools available to the client.
4. Select the project per task. Start with project discovery, choose the intended org, inspect before writing, and validate before a production deployment.

Decision guide

Salesforce Hosted MCP vs ApexGenius

Choose based on who owns the setup and what work the user needs to do. Neither path bypasses the Salesforce permissions granted to the authenticated user.

Question

Salesforce Hosted MCP

ApexGenius

Who configures it

Salesforce Hosted MCPA Salesforce admin enables servers, creates the External Client App, and curates access.

ApexGeniusAn ApexGenius user authorizes projects; Salesforce OAuth and org permissions still apply.

Connection model

Salesforce Hosted MCPEach connector authenticates a Salesforce user into an org and targets a standard or custom server URL.

ApexGeniusOne remote connector can list and select authorized ApexGenius projects across the included orgs.

Record access

Salesforce Hosted MCPStandard SObject servers provide read-only, mutation, delete, or full CRUD choices.

ApexGeniusSOQL, SOSL, object describe, record read, create, update, and delete tools are available in the full connector.

Metadata and source

Salesforce Hosted MCPCapability depends on the selected server. Headless 360 adds selected Setup and Apex-trigger operations while it remains beta.

ApexGeniusSearch stored metadata and source, pull supported live components into staging, edit files, validate, deploy, and monitor the job.

Custom org logic

Salesforce Hosted MCPStrong fit: custom servers can expose selected Flows, Apex actions, REST endpoints, API Catalog operations, and Agentforce tools.

ApexGeniusFocused on project, record, metadata, staged-file, Apex, and deployment tools rather than composing every org Flow or Apex action as a new MCP tool.

Best fit

Salesforce Hosted MCPSalesforce-administered enterprise access with native governance and carefully curated org tools.

ApexGeniusConsultants and small teams doing hands-on work across multiple authorized Salesforce projects from the same AI client.

Choose Salesforce Hosted MCP when...

Your Salesforce administrators want to own the endpoint, External Client App, tool curation, and per-user governance inside Salesforce. Salesforce says Hosted MCP access is included with Enterprise Edition and above; API limits and product-specific meters can still apply.

Choose ApexGenius when...

You are a consultant or small hands-on team that wants one AI connector for authorized client projects, built-in metadata and source search, staged edits, and Salesforce Metadata API validation and deployment. ApexGenius is $15 per user each month with two orgs and a seven-day trial; Salesforce and Claude subscriptions remain separate.

Last verified July 19, 2026

Salesforce MCP server availability and AI-client navigation can change. Confirm the current admin, edition, plan, and client requirements before rollout.

Salesforce MCP for Claude: the full setup guide, tools, and FAQ →

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