Salesforce ChatGPT MCP
For Salesforce users, operators, admins, and consultants
Start with a current Salesforce question inside ChatGPT
Use a custom ApexGenius MCP app to read the selected Salesforce connection. When the task requires more depth, inspect configuration, stage reviewed metadata, and verify a supported deployment path from the same conversation.
Query live Salesforce data
Ask ChatGPT for task-specific SOQL against an authorized Salesforce connection and return only the fields needed for the answer.
“Show open Opportunities over $50k by stage and owner.”
Understand the org that exists
Inspect objects, fields, relationships, staged source, and supported live metadata before proposing a change.
“Explain what updates Opportunity Stage and where the automations overlap.”
Stage and review changes
Create or edit supported source files, read the staged result, and stop before any deployment is requested.
“Add the field in staging, show me the finished files, and stop before deploy.”
Deploy after approval
Invoke the labeled deployment tool when requested, track the job, and verify the result against the authorized org.
“Deploy the approved files, check the status, and confirm what landed.”
Developer Mode setup
Connect ApexGenius to ChatGPT
Create ApexGenius as a custom MCP app in ChatGPT Developer Mode, then authorize the remote server through OAuth.
ApexGenius MCP server URL
https://server.autom8.pro/mcp- 1
Connect Salesforce to ApexGenius
Create your ApexGenius account and authorize the Salesforce org you want ChatGPT to use.
- 2
Turn on ChatGPT Developer mode
In ChatGPT on the web, open Settings, Apps, then Advanced Settings and enable Developer Mode if your workspace makes it available. Admins and owners can also start from Workspace settings, Apps, then Create.
- 3
Create the ApexGenius app
From Apps, choose Create. Name the custom app ApexGenius, paste the MCP server URL shown below, and choose OAuth.
- 4
Sign in and inspect the tools
Choose Scan Tools, complete the ApexGenius OAuth prompt, and wait for the scan to finish before creating the draft app.
- 5
Add ApexGenius to a new chat
Open a new conversation and select the ApexGenius draft app from the ChatGPT tools menu before sending the request.
Availability depends on plan and workspace
Full MCP support, including write and modify actions, is currently available in beta for ChatGPT Business and Enterprise or Edu workspaces on web. Pro users can use Developer Mode custom apps for read and fetch permissions. Roles, workspace controls, and app permissions still apply, and custom MCP apps are not currently available on mobile.
Consultant workflow
One controlled path from question to deployment
ApexGenius keeps the selected Salesforce connection explicit, so the intended org or environment stays clear throughout the workflow.
Choose the connection
List the authorized Salesforce connections and select the org or sandbox for this task.
Inspect before changing
Read the relevant schema and metadata so the proposed change matches the real org.
Stage the work
Create or edit supported source files without deploying them yet.
Review and approve
Read the staged result and confirm the intended files, target org, and Salesforce test level.
Deploy when requested
Invoke the labeled deployment action, run the selected tests, and check the final Salesforce status.
ApexGenius MCP
Connect Salesforce to ChatGPT free
Try the full ApexGenius MCP product for seven days with no credit card. When the trial ends, choose whether to subscribe for $25 per user each month to keep using ApexGenius.
- ✓ No ApexGenius monthly MCP cap
- ✓ Salesforce connection capacity shown after sign-in
- ✓ OAuth and Salesforce permission enforcement
- ✓ Records, metadata, Apex, staged files, and deployment
Questions
Salesforce ChatGPT MCP FAQ
How do I add ApexGenius to ChatGPT?
Where your plan and workspace allow it, enable Developer Mode under Settings, Apps, Advanced Settings. Choose Create, add https://server.autom8.pro/mcp as the custom app endpoint, choose OAuth, scan the tools, and approve ApexGenius. Then select the draft app from the tools menu in a new chat.
Can the ApexGenius ChatGPT app change Salesforce?
Eligible write tools can run only when the ChatGPT workspace policy, selected ApexGenius connection, and Salesforce permissions allow them. ChatGPT may ask for confirmation based on the app permissions, action context, and risk, and may block some actions.
Does ApexGenius need my Salesforce password?
No. You authorize Salesforce through OAuth on Salesforce’s sign-in screen. ApexGenius uses the credential for the selected Salesforce connection, so profiles, permission sets, object access, and field-level security still apply.
Do I have to reconnect Salesforce when an access token expires?
Normally, no. After you authorize the org once, ApexGenius uses the Salesforce refresh token to renew routine access tokens automatically. You only need to authorize again if Salesforce revokes the refresh token, you disconnect the org, or an administrator policy requires a fresh login.
Is ChatGPT included with ApexGenius?
No. ApexGenius is the Salesforce MCP connection. Your ChatGPT subscription and Salesforce subscription remain separate. ChatGPT availability, developer mode, app permissions, and workspace controls are governed by OpenAI and your workspace administrator.
How many Salesforce orgs can I use from ChatGPT?
Your signed-in Connections screen shows the current Salesforce connection capacity for your account. Each production org or sandbox remains a separate authorized connection, and you select the intended one for the task.
Last verified August 28, 2026
ChatGPT Apps navigation, Developer Mode, plan availability, and permission controls can change. Confirm the current OpenAI documentation when connecting a new workspace.