New features, improvements, and fixes shipped to ApexGenius.
Asking your AI to "list my reports" now returns every report and dashboard in the org — not just the handful you recently viewed.
The ApexGenius MCP connector is now fully compatible with ChatGPT. Connect once in Settings → Apps & Connectors and work with your Salesforce org from ChatGPT conversations.
The MCP server was rebuilt around a familiar idea: your Salesforce org as a filesystem your AI can navigate. Browse, search, read, edit, and deploy metadata the way a developer works a codebase.
Code Mode picks up a skills system so it approaches each metadata type the way an experienced developer would, and starting a new chat got noticeably snappier.
Connecting Claude to your Salesforce org no longer involves copying API keys. A secure OAuth connector links your accounts in one click — and every new account gets a 7-day free MCP trial that starts automatically.
The engine behind the Org Soul Doc was rebuilt: research now fans out across 15 parallel investigations of your org, then synthesizes and verifies the result — a much richer picture of how your business actually runs.
The model picker caught up with the frontier: Claude Opus 4.7 and 4.8, GPT-5.4 and 5.5, Kimi 2.6+ via a direct Moonshot connection, and Grok — organized in a cascading per-provider menu with logos.
ApexGenius works properly on your phone now — and new accounts get a guided first-run flow instead of a blank screen.
Documentation moved to a proper docs system with guides, concepts, and troubleshooting — and the MCP got a dedicated page explaining how it works, with a full tools matrix.
Two trust upgrades: every teammate can now connect Salesforce as themselves, and a unified audit log shows all Salesforce activity — not just admin actions.
Failed deployments now produce an evidence-first failure dossier that the agent uses to fix and retry — and follow-up suggestions were rewritten to propose the next best action instead of generic questions.
A performance pass on the MCP server and a friendlier metadata sync experience.
The ApexGenius chat that lives inside Salesforce (Lightning utility bar) grew up fast: full session history, one-click org connection, and rich formatting.
A broad polish release across the chat, report builder, and Salesforce integrations. ApexGenius now understands your specific org better, runs faster on common requests, and shows a less cluttered activity feed when multiple agents are at work.
Ask ApexGenius to create Salesforce reports and dashboards for you. Describe what you need in plain English and it builds them in your org — columns, filters, groupings, and all.
Connect Jira to ApexGenius and manage your tickets without leaving the conversation. Create issues, add comments, search, and assign work — all from chat.
Tell ApexGenius what you need documented and it researches your org, traces dependencies, and writes polished markdown docs for you.
Ask questions about your actual data — not just metadata. ApexGenius can now run queries against your live Salesforce records and show you results inline.
ApexGenius can now create and update Salesforce records for you — with a confirmation step so nothing changes in your org until you approve it.
We overhauled how ApexGenius syncs your Salesforce org. Expect significantly faster initial loads and re-syncs, especially for large orgs.
See how everything in your org connects. The new Impact Analysis view maps dependencies between components so you can understand what a change will affect before you make it.