Connect ChatGPT to Salesforce

Connect ChatGPT to Salesforce through ApexGenius. Inspect live records, schema, Apex and Flows with the access you authorize.

Connect SalesforceSee the setup

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How to connect Salesforce to ChatGPT

FirstConnect Salesforce to ApexGenius

ThenConnect ApexGenius to ChatGPT

Watch the connection

12-second loop · Silent, with captions

Read the steps Follow along at your own pace

1. Create your account

ApexGeniusapexgenius.ai/signupFull size (opens in a new tab)
ApexGenius signup page with Continue with Google and the email form.
Create your account. Open apexgenius.ai/signup and continue with Google or your email.

2. Choose Salesforce

ApexGeniusapexgenius.ai/startFull size (opens in a new tab)
ApexGenius Start with Salesforce selected, the Production and Sandbox choice, and the Connect Salesforce button.
Choose Salesforce. On Start, pick Salesforce, choose Production or Sandbox, then click Connect Salesforce.

3. Allow access

Salesforcelogin.salesforce.com (opens in a new tab)Full size (opens in a new tab)
The Salesforce Allow Access screen listing what ApexGenius is asking for, with Deny and Allow buttons.
Allow access. Salesforce opens its sign in page. Sign in there and click Allow.

4. Choose ChatGPT

ApexGeniusapexgenius.ai/startFull size (opens in a new tab)
ApexGenius Start with ChatGPT selected and the setup prompt to copy.
Choose ChatGPT. Back on Start, pick ChatGPT and copy the prompt.

5. Add it in ChatGPT

ChatGPTchatgpt.com, Settings (opens in a new tab)Full size (opens in a new tab)
ChatGPT New Plugin form filled with the ApexGenius name, server URL connection, MCP endpoint, and OAuth authentication.
Add it in ChatGPT. In ChatGPT, open Settings, then Plugins, then Create. Paste the address, keep OAuth.

6. Approve access

ApexGeniusapexgenius.ai/authorizeFull size (opens in a new tab)
The ApexGenius authorization screen for ChatGPT: the apps it can use, the Read only, Full access, and Custom choices, and the Approve button.
Approve access. ApexGenius opens its approval page. Review the access, then approve.
  1. Find or add ApexGenius. Open ChatGPT Plugins and find ApexGenius. For a custom connection, enable Developer mode in Settings, then Security and login, and add the ApexGenius MCP URL with OAuth.
  2. Connect and authorize. Sign in from the app’s connection prompt and approve the intended Salesforce connection and access.
  3. Return and use Salesforce. Start a new ChatGPT chat or Work task, ask one read-only question, and check the result against Activity.

Plugin availability and labels depend on your app and workspace. A public ApexGenius listing is not verified, and installing one does not by itself verify Salesforce access.

Additional reference: the Salesforce setup guide.

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What ChatGPT can do in Salesforce

21 operations. Read looks things up and changes nothing. Write changes Salesforce and runs only when that tool is enabled.

Read11 operations

Looks things up. Changes nothing.

Connection context

  • list_projectsList accessible Salesforce connections and their environment details.

Records and schema

  • query_soqlRun SOQL and return selected Salesforce fields.
  • get_recordRetrieve one record by object type and ID.
  • list_objectsList accessible Salesforce objects.
  • describe_objectReturn fields, types, picklists, relationships, and permissions.
  • search_recordsSearch records across Salesforce objects.

Staging and documentation

  • read_fileRead one staged component or documentation file.
  • list_filesList staged or documentation files with an optional folder or pattern filter.
  • grepSearch staged file names or contents.

Live metadata and deployment

  • check_deploy_statusRead deployment status, component results, and test details.
  • list_live_metadataList live components of one metadata type in the selected org.

Write10 operations

Changes Salesforce. Runs only when enabled.

Records and schema

  • create_recordCreate one Salesforce record.
  • update_recordUpdate selected fields on one Salesforce record.
  • delete_recordDelete one Salesforce record by ID.

Apex runtime

  • execute_anonymous_apexExecute supplied anonymous Apex, which can change or delete data.

Staging and documentation

  • write_fileCreate or overwrite a Salesforce metadata component or Markdown document in private staging.
  • edit_fileReplace exact matching content in a staged Salesforce metadata component or document.
  • delete_filePermanently remove one staged component or documentation file.

Live metadata and deployment

  • deployDeploy selected staged files with the requested Salesforce test level.
  • cancel_deployCancel an in-progress Salesforce deployment.
  • get_live_componentPull one live component into the private staging workspace.

You choose what ChatGPT can use

When you approve ChatGPT, pick Full access, Read only, or Custom. Read only allows the Read operations and nothing else. Custom picks apps and tools one by one.

Limits in Salesforce

  • · The selected Salesforce connection remains visible in the gateway workspace.
  • · Tool availability is resolved for the current connection and account context.
  • · Supported Salesforce write activity is recorded for review.
  • · Turn a tool off to block calls. Enabled tools run when called.

What it looks like in ChatGPT Work

An illustrative read-only request and response. Your results come from the account and dates you choose.

How the route works
ChatGPT
ChatGPT WorkApexGenius MCP route
Which opportunities over 50k are closing this month and who owns them?
ApexGenius
Working with ApexGenius1 tool search · 2 reads
RequestOpen opportunities
Account scopeAuthorized connections checked
apex_search_toolsSalesforce records · Find the Salesforce read pathComplete
Salesforceapex_call_read_toolquery_soql · Query opportunities closing this monthComplete
Salesforceapex_call_read_toolquery_soql · Read owner namesComplete
ChatGPT

Six opportunities over 50k close this month. Four belong to Priya Shah, two to Marcus Lee. The largest is Acme Renewal at 180k, stage Negotiation. Nothing was changed.

Read-only route
ChatGPT Work

Try asking

“Which opportunities over 50k are closing this month and who owns them?”

“Describe the Case object, including picklists and required fields.”

“Walk me through what happens when a Lead is converted in this org.”

“Which validation rules on Opportunity changed most recently?”

More connections like this one

One ApexGenius account covers every pair below. Connect an app once and each agent you allow can use it.

Questions people ask first

Which ChatGPT plans can use this?

Available plugins and tools depend on your ChatGPT account and workspace policy. Personal MCP creation requires Developer mode where permitted. Your ApexGenius scope and Salesforce permissions also determine which actions can run.

Is this the same as connecting Codex?

The journey is the same: find or add ApexGenius in Plugins, connect, authorize, then return and ask about Salesforce. Codex runs tasks in the ChatGPT desktop app; ChatGPT uses Chat or Work. The captured ChatGPT custom-plugin setup uses Developer mode. Labels, availability, and authorization depend on the app and workspace.

Do I need my own Salesforce connected app?

No. You sign in with Salesforce OAuth and ApexGenius holds the authorization for the connection, refreshing it as Salesforce requires.

Can I connect production and a sandbox at the same time?

Yes. Each org is its own Salesforce connection, and an AI agent can be scoped to one of them, both, or neither.

Can an agent delete records or deploy without me?

The operation must be enabled in the access you authorize. Choose Read only to exclude writes. Delete, anonymous Apex, and deploy carry risk labels; confirmation behavior depends on the tool and AI client, with no universal server-side human-approval guarantee.

Is my Salesforce data stored by ApexGenius?

The ordinary MCP path does not intentionally retain record results. Operational, connection, credential, usage, and audit data is retained so activity can be reviewed.

Which AI agents can use this connection?

Codex starts in Plugins in the ChatGPT desktop app. Claude, Claude Code, Cursor, VS Code, and ChatGPT Work each have their own setup guide. Authorize the saved Salesforce connection separately for each AI client; availability and controls vary.

Connect Salesforce to ChatGPT today

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One connection
Selected Salesforce connections
ChatGPTChatGPT
ApexGeniusApexGenius
MCP
SalesforceProd org
SalesforceSandbox
SalesforceClient A
SalesforceClient B
SalesforceDev org

Managed Salesforce connection

Connect the org once. No Salesforce connection to babysit.

ApexGenius hosts the MCP connection, securely stores the Salesforce OAuth authorization, and refreshes routine access tokens automatically. You do not have to build a server or rebuild the connection every time a session expires.

What ApexGenius manages
  • No MCP server infrastructure for you to host or patch
  • Automatic Salesforce access-token refresh
  • The same authorized projects stay available across your ApexGenius MCP clients
  • A new login only when Salesforce revokes access or an org policy requires it

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. 1

    Connect Salesforce to ApexGenius

    Create your ApexGenius account and authorize the Salesforce org you want ChatGPT to use.

  2. 2

    Turn on ChatGPT Developer mode

    Start in Plugins with an ApexGenius plugin available to your account. To create a personal connection, enable Developer mode in Settings, then Security and login, where your account and workspace permit it.

  3. 3

    Create the ApexGenius app

    In Plugins, select the plus button. Name the connection ApexGenius, add a description, and paste the MCP server URL below under Connection.

  4. 4

    Sign in and inspect the tools

    Create the connection, complete the ApexGenius OAuth prompt, and review the discovered tools.

  5. 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

Plugins work in ChatGPT Chat and Work on supported web, desktop, and mobile surfaces, and in Codex in the ChatGPT desktop app. The plugins and tools you can use depend on your account and workspace. Personal MCP creation requires Developer mode where permitted. A public ApexGenius plugin listing is not verified.

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.

1

Choose the connection

List the authorized Salesforce connections and select the org or sandbox for this task.

2

Inspect before changing

Read the relevant schema and metadata so the proposed change matches the real org.

3

Stage the work

Create or edit supported source files without deploying them yet.

4

Review and approve

Read the staged result and confirm the intended files, target org, and Salesforce test level.

5

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
Start your 7-day free trialCompare Salesforce MCP pricing

Questions

Salesforce ChatGPT MCP FAQ

How do I add ApexGenius to ChatGPT?

Start in Plugins with an ApexGenius plugin available to you. For a personal connection, enable Developer mode in Settings, Security and login where allowed. In Plugins, select the plus button, add a name, description and https://server.autom8.pro/mcp under Connection. Create it, complete OAuth, and select ApexGenius in a new chat. A public listing is not verified.

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.