What’s new in ApexGenius

Every integration and improvement we ship, in plain language. If it changes what you can do, it’s here.

New integrations

1 added in March
  • JiraJiraMarch 2026

September 2026

6 updates
Improvedv2.9

Every connection shows its real tools, with one switch each

The Tools tab on a connection now lists the exact tools the gateway serves for it, grouped into families, with a switch per tool. Open a write to choose whether an agent runs it or asks you first, and see how often it was used in the last 30 days. Bulk actions, bot access, and channel choices moved behind one Settings button.

  • Tool lists come from the gateway catalog, never from a static page, so what you see is what an agent can call
  • Discord tools that need a higher bot access level say so on the row instead of silently staying off
  • The Tools page lists every connection with its live counts and 30-day use, and can show the exact tools one connected AI sees
  • Salesforce shows its served tools under the same families
Improvedv2.8

Skills get a category and tags, and agents can search for them

Every skill now files under a category with up to eight tags, written into the portable SKILL.md metadata so they travel on export. Agents can ask for skills by what they are trying to do instead of reading the whole list, and a tool search now brings back the skills written for that job.

  • apex_skills_list takes query, source, category, tag and limit and returns the best matches
  • apex_skills_upload takes category and tags; a SKILL.md that already carries metadata keeps it
  • apex_search_tools attaches the top three matching skills next to its tool matches
  • The Skills page filters by category and shows tags; editing a skill in the app keeps every frontmatter field an agent or import wrote
Improvedv2.7

Your agents can upload skills

Any AI agent connected through your account can now list, read and upload skills through the same three ApexGenius tools it uses for everything else, so this works in ChatGPT and Cursor too, not only in clients that show MCP prompts. An agent with write access uploads at once; a read-only agent can read but not write. Every version says who wrote it.

  • apex_skills_list, apex_skills_read and apex_skills_upload appear in apex_search_tools for every account
  • Upload takes a whole SKILL.md or name, description and instructions, plus optional text files under references, scripts or assets
  • Version history shows Saved by you, Uploaded by <agent>, or Imported
  • Skills stay private to the account owner; scripts are stored as text and never run
Improved

Skill reads show in Tool Activity; package import moves below the library

Every time a connected agent lists or reads a skill through the gateway, the call now appears in Tool Activity like any other, so you can see which skills your agents actually use. On the Skills page, writing or uploading one SKILL.md is the main path; importing a whole zip package sits under How these travel.

  • Skill reads are logged as discovery, never as account activation
  • References and scripts in a package are kept for export; agents read SKILL.md through ApexGenius, and scripts never run here
Improvedv2.6

Complete skill packages: upload a zip, keep every file, export anywhere

A skill is now a whole Agent Skills package. Upload a zip with SKILL.md plus references, scripts, and assets, keep license, compatibility, metadata, and allowed-tools in the frontmatter, and export the full package for Claude Code, Claude, Codex, Cursor, or as one Markdown file for ChatGPT.

  • Every file in the package is hashed together, so any change, including a description edit, is a new version
  • Archives are checked before anything is stored: one top-level folder that matches the skill name, no links or hidden files, text only, size and count limits
  • Scripts are kept as inert text and never run by ApexGenius; allowed-tools is carried but never grants access
  • Each export carries its package hash so you can verify what you downloaded matches what is stored
Fixedv2.5

Your skills reach every connected agent

Skills you write in ApexGenius now appear in the skill catalog of every AI agent connected through your account, alongside the guidance ApexGenius ships. Editing a skill name or description now creates a new version, so what an agent reads always matches what you approved.

  • Personal skills list in the MCP prompt catalog and in Code Mode for the account that owns them, and never for anyone else
  • A name or description change mints a new version, the same as an instructions edit
  • The Codex install hint now points at ~/.codex/skills/
  • Next: complete Agent Skills packages with references and scripts, AI-proposed drafts with owner approval, and full-package export

August 2026

2 updates
Announcement

Authenticated Gateway Product Boundary

ApexGenius now presents one current product boundary: the authenticated API and MCP gateway, with the account app used for configuration and the Salesforce-embedded LWC kept as a separate supported path.

  • Public and legacy web Chat routes are retired, while authenticated Salesforce LWC Chat remains supported
  • The former request-only Workspace offer is retired; the authenticated app continues to manage accounts, projects, connections, activity, billing, and settings
  • Privacy, Terms, Security, and product guidance now distinguish transient MCP results from retained operational records and encrypted LWC history
Improved

V4 Control Center and Guided AI Setup

ApexGenius now gives you one clearer place to see connected apps, recorded tool calls, AI-agent setup, approvals, and the next action that still needs attention.

  • The signed-in Home screen adds a real 98-day tool-call calendar, current streak, connected-app explorer, and quick setup panel
  • Claude Desktop and Cowork plus Claude Code get visual, step-by-step setup guides with copyable values, verification, and troubleshooting
  • The public root stays on the public homepage even when you are signed in
  • Private-preview connector labels now match backend access enforcement
  • Mintlify documentation is prepared as the maintained source for the /docs experience

July 2026

1 update
Fixed

Complete Report & Dashboard Inventory over MCP

Asking your AI to "list my reports" now returns every report and dashboard in the org - not just the handful you recently viewed.

  • list_reports and list_dashboards now paginate through the full org inventory
  • Filter by folder to scope large orgs
  • Direct links to open any report or dashboard in Lightning

June 2026

8 updates
Improved

ApexGenius Works in ChatGPT

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.

  • Spec-compliant connector with clear per-tool descriptions ChatGPT can reason about
  • search and fetch tools for ChatGPT Deep Research - your org can be a research source
  • First in-ChatGPT UI widget: your projects render as a visual grid
  • Same connection also covers VS Code, Cursor, and any MCP-compatible client
Improved

MCP v2: Your Org as a Workspace - 21 Tools

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.

  • Browse and search org metadata like files - list, grep, and read any component
  • Edit and stage changes in a personal workspace, then deploy with tests and approval
  • Full toolset spans queries, records, schema, metadata authoring, staged documentation, anonymous Apex, deploys, and deployment status
Improved

Code Mode Skills + a Cleaner Chat Start

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.

  • Code Mode skills: task-specific playbooks loaded on demand, with a Settings toggle
  • Instant empty state on new chats with quick-start suggestions relevant to your org
  • Session bar shows sync progress and which Salesforce identity you are connected as
Improved

One-Click "Connect to Claude" + Free MCP Trial

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.

  • OAuth 2.1 connector: click Connect in Claude, sign in to ApexGenius, approve - done
  • Works on Claude web, Claude Desktop, and Claude Cowork
  • Per-user Salesforce OAuth means the AI can never do more than your Salesforce user could
  • 7-day free trial with unlimited usage starts on first connection
Improved

Org Soul Doc v2 - Deeper Org Intelligence

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.

  • Deterministic research fan-out with a verification gate before publishing
  • Pick the model that powers analysis - your choice persists as the default
  • Faster generation with progress that no longer freezes on long runs
Improved

Frontier Model Lineup

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.

  • New models across Anthropic, OpenAI, Moonshot, and xAI
  • Cleaner provider-grouped picker with a live thinking timer
  • Bring-your-own-key support extended to OpenAI
  • File tooling hardened behind the scenes - safer paths, consolidated edit pipeline
Improved

Mobile Overhaul + Guided Onboarding

ApexGenius works properly on your phone now - and new accounts get a guided first-run flow instead of a blank screen.

  • Keyboard-aware chat shell, touch-friendly targets, and responsive layouts across the app
  • Code viewers, flow diagrams, and record tables adapt gracefully to small screens
  • New onboarding: connect Salesforce, pick your path, and get working in minutes
Improved

New Docs Hub + the /mcp Page

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.

  • Structured docs at /docs with a dedicated MCP setup guide
  • New /mcp page: hub diagram, capability matrix, and setup path
  • One canonical domain - apex domain now permanently redirects to www

May 2026

5 updates
Improved

Per-User Salesforce Auth + Unified Audit Log

Two trust upgrades: every teammate can now connect Salesforce as themselves, and a unified audit log shows all Salesforce activity - not just admin actions.

  • Per-user Salesforce tokens: actions run with each person’s own permissions
  • Global reconnect flow when a Salesforce session needs re-authorization
  • Unified audit feed centralizes every Salesforce tool call for review
Improved

Self-Healing Deploys + Smarter Suggestions

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.

  • Deployment failures are diagnosed with evidence before a fix is attempted
  • Component-level failure details surface in progress instead of a bare "failed"
  • Agents can read the docs you have generated and ground answers in them
  • Expired Salesforce sessions refresh automatically instead of erroring
Improved

Faster MCP + Metadata Browser Upgrades

A performance pass on the MCP server and a friendlier metadata sync experience.

  • MCP calls got faster: smarter caching and background usage logging
  • Universal connection config shown alongside native HTTP for any MCP client
  • Metadata pickers surface popular types first; loaded objects nest their child metadata
  • Sync activity shows exactly what loaded, with accurate progress on large orgs
Improved

Salesforce-Embedded Chat: History, OAuth & Markdown

The ApexGenius chat that lives inside Salesforce (Lightning utility bar) grew up fast: full session history, one-click org connection, and rich formatting.

  • Session history with rename and delete, grouped by date
  • Connect your Salesforce org via an in-popup OAuth flow - without leaving Salesforce
  • Markdown rendering: headings, tables, lists, and blockquotes in responses
  • Record pages refresh automatically after the agent updates data
Improved

Smarter Reports, Cleaner Activity Log, Faster Routing

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.

  • Report builder now understands your specific org - your custom fields, automations, and architecture - so it builds reports that fit your data model instead of generic Salesforce examples
  • Tool activity log keeps only the most recent steps in view, with older steps rolling up so the chat stays readable when agents are doing a lot of work
  • Faster routing for common requests - fewer wasted tool calls, shorter time-to-answer on metadata, code, and reporting queries
  • Improved chat reliability - better session handling, smoother streaming, and stronger recovery from intermittent backend errors
  • Salesforce-embedded chat (Lightning utility bar) got a refresh - better record-page awareness and a cleaner message UI
  • Flow-to-Apex conversion and link previews are more responsive
  • Behind-the-scenes: more thorough automated tests, expanded compliance documentation, and groundwork for upcoming dashboard editing features

April 2026

1 update
Improved

Build Reports and Dashboards from Chat

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.

  • Dedicated report chat keeps your report work organized separately
  • Create, update, clone, and run reports without touching Report Builder
  • Clone and manage dashboards right from the conversation

March 2026

3 updates
Jira
Integration

Jira Integration

Connect Jira to ApexGenius and manage your tickets without leaving the conversation. Create issues, add comments, search, and assign work - all from chat.

  • Connect your Jira account in Settings with one click
  • Create and update issues directly from chat
  • Search and assign tickets without switching tabs
Improved

Auto-Generate Org Documentation

Tell ApexGenius what you need documented and it researches your org, traces dependencies, and writes polished markdown docs for you.

  • Process documentation, architecture overviews, and data dictionaries
  • Follows Salesforce best practices for clear, concise descriptions
  • Automatically traces how components connect to each other
Improved

Query Live Salesforce Data from Chat

Ask questions about your actual data - not just metadata. ApexGenius can now run queries against your live Salesforce records and show you results inline.

  • Ask things like "show me all open Opportunities over $50k"
  • Results displayed right in the conversation
  • Faster responses across the board with under-the-hood improvements

February 2026

3 updates
Improved

Safely Create and Update Records

ApexGenius can now create and update Salesforce records for you - with a confirmation step so nothing changes in your org until you approve it.

  • Preview exactly what will be created or changed before it happens
  • One-click approval to confirm the operation
  • Full audit trail of what was written
Improved

Faster Org Sync

We overhauled how ApexGenius syncs your Salesforce org. Expect significantly faster initial loads and re-syncs, especially for large orgs.

  • Parallel processing makes syncs up to 4x faster
  • Smarter batching reduces wait times
  • Faster search results after sync completes
Improved

Impact Analysis

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.

  • Visual dependency graphs for any component
  • Field-level usage tracking across your org
  • Timeline view showing how things have changed over time