Connect ChatGPT to Salesforce

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

Start free See the setup

1,000 free credits · No card required

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

2. Choose Salesforce

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

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

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

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

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.

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.
Connect and authorize. Sign in from the app’s connection prompt and approve the intended Salesforce connection and access.
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.

What it looks like in ChatGPT Work

Illustration of a task, not a recorded customer result. Your answers come from the account and dates you choose.

How the route works

ChatGPT WorkApexGenius MCP route

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

Working with ApexGenius1 tool search · 2 reads

RequestOpen opportunities

Account scopeAuthorized connections checked

apex_search_toolsSalesforce records · Find the Salesforce read pathComplete

apex_call_read_toolquery_soql · Query opportunities closing this monthComplete

apex_call_read_toolquery_soql · Read owner namesComplete

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?

What ChatGPT can do in Salesforce

21 operations: 11 read, 10 write. Read looks things up and changes nothing. Writes change Salesforce and run only when you turn them on.

Connection context

1 read

list_projectsread
List accessible Salesforce connections and their environment details.

Records and schema

5 read · 3 write

query_soqlread
Run SOQL and return selected Salesforce fields.
create_recordwrite
Create one Salesforce record.
update_recordwrite
Update selected fields on one Salesforce record.
delete_recordwrite
Delete one Salesforce record by ID.
get_recordread
Retrieve one record by object type and ID.
list_objectsread
List accessible Salesforce objects.
describe_objectread
Return fields, types, picklists, relationships, and permissions.
search_recordsread
Search records across Salesforce objects.

Apex runtime

1 write

execute_anonymous_apexwrite
Execute supplied anonymous Apex, which can change or delete data.

Staging and documentation

3 read · 3 write

read_fileread
Read one staged component or documentation file.
write_filewrite
Create or overwrite a Salesforce metadata component or Markdown document in private staging.
edit_filewrite
Replace exact matching content in a staged Salesforce metadata component or document.
delete_filewrite
Permanently remove one staged component or documentation file.
list_filesread
List staged or documentation files with an optional folder or pattern filter.
grepread
Search staged file names or contents.

Live metadata and deployment

2 read · 3 write

deploywrite
Deploy selected staged files with the requested Salesforce test level.
check_deploy_statusread
Read deployment status, component results, and test details.
cancel_deploywrite
Cancel an in-progress Salesforce deployment.
list_live_metadataread
List live components of one metadata type in the selected org.
get_live_componentwrite
Pull one live component into the private staging workspace.

You choose the access. When you approve ChatGPT, pick Full access, Read only, or Custom.

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.

Start free

Questions about connecting ChatGPT to Salesforce

Updated August 26, 2026.

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.

Does ApexGenius need my Salesforce password?

No. You authorize Salesforce through OAuth on its own sign-in screen. Profiles, permission sets, and field-level security still apply to everything ChatGPT does.

Is ChatGPT included with ApexGenius?

No. ApexGenius is the Salesforce connection. Your ChatGPT subscription and Salesforce subscription stay separate, and workspace controls come from OpenAI and your administrator.

How do I connect ChatGPT to Salesforce?

Connect ChatGPT to Salesforce through ApexGenius in three steps. Sign in to ApexGenius and connect Salesforce with Salesforce OAuth, choosing Production or Sandbox. Add ApexGenius to ChatGPT. Then open a task in ChatGPT and ask a question about your Salesforce. Start with a read, so nothing changes.

Is there a Salesforce MCP server for ChatGPT?

Yes. ApexGenius is an MCP server that ChatGPT connects to once. It carries your Salesforce connection and 21 Salesforce operations, so ChatGPT does not need a separate Salesforce integration or plugin. You set it up one time and add each agent the same way.