ClaudeSalesforce MCP for Claude

Ask Claude what is happening in Salesforce. Then move the work forward.

Start with the question a sales rep, operator, or leader already needs answered. When the work gets deeper, inspect records, schema, Flows, Apex, and dependencies through the Salesforce connection you select. Record changes, staged metadata, tests, and deployments remain separate operations, and Salesforce permissions still apply.

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One connection
Selected Salesforce connections
ClaudeClaude
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 consultants and admins

Everyday questions first. Salesforce depth when the work needs it.

Use the selected Salesforce connection to answer a current business question, understand the configuration behind it, and move into reviewed record or metadata work without changing interfaces.

Find the component behind the current behavior

Metadata search across Apex, triggers, Flows, LWC, validation rules, objects, and fields, so Claude answers from your real org instead of guessing.

“What touches Opportunity Stage, and in what order does it fire?”

Answer live data questions

Claude writes and runs the SOQL for the question you actually asked, returning only the fields that matter.

“Show open pipeline by stage and region, flagging deals with no next step.”

Write the change, validate it, deploy it

Claude can draft Apex, Flows, or field changes against your actual schema, run a validate-only check with tests, and invoke the labeled deployment tool after any confirmation its client presents.

“Add the validation rule we discussed, validate it, and deploy after I confirm.”

Documentation that writes itself

Turn a messy inherited org into plain-English documentation of what each automation actually does.

“Document the lead routing process end to end for a client handoff.”

Setup

Connect Claude in four clear steps

Add the hosted route once, then choose the intended Salesforce connection for each task.

ApexGenius MCP server URL

https://server.autom8.pro/mcp
  1. 1

    Connect Salesforce to ApexGenius

    Create your ApexGenius account, add a project, and authorize the Salesforce org you want Claude to use. OAuth only, no password sharing.

  2. 2

    Add the connector in Claude

    In Claude, open Settings, choose Connectors, select Add custom connector, and paste the ApexGenius MCP server URL shown below.

  3. 3

    Sign in and approve

    Complete the ApexGenius sign-in when Claude prompts you. Claude reads the tool catalog so you can see exactly what the connection can do.

  4. 4

    Start asking

    Open a new chat and ask about your org. Claude selects from the available tools. Write and deployment tools are labeled so supported Claude clients can present confirmation, while server-side approval is not yet universal.

Prefer to watch it instead? Here is the 60-second setup walkthrough: Connect Claude to Salesforce in one minute.

ApexGenius MCP

Try it free on your own org

The full 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 with unlimited ApexGenius tool calls and no per-action connector fees.

Start your 7-day free trialCompare Salesforce MCP pricing

Questions

Claude and Salesforce, answered

How do I connect Claude to Salesforce?

Create an ApexGenius account, connect your Salesforce org through OAuth, then in Claude open Settings, choose Connectors, and add a custom connector with the ApexGenius MCP server URL. Sign in when prompted and start asking in a new chat. Claude web, Claude Desktop, and Claude Cowork all support it.

Does Claude get my Salesforce password?

No. You authorize Salesforce on Salesforce’s own sign-in screen through OAuth. Claude calls declared ApexGenius tools, and Salesforce enforces the permissions of the credential configured for the selected project, including profiles, permission sets, and field-level security.

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.

What can Claude do once connected?

ApexGenius can discover 21 Salesforce operations without loading all 21 definitions into every prompt: find the Apex class, trigger, Flow, LWC, validation rule, object, or field behind behavior, read and explain it, run SOQL against live data, create and update records, edit metadata source, run anonymous Apex, validate with tests, and deploy through the Salesforce Metadata API.

Can Claude deploy changes to Salesforce?

Yes. Deployment is a labeled write action that runs through the standard Salesforce Metadata API with optional test runs, and a validate-only check is available first. Supported Claude clients can present confirmation for labeled write tools, but ApexGenius does not yet enforce a separate server-side approval token for every Salesforce mutation. Your Salesforce permissions still apply.

How many Salesforce orgs can I use from Claude?

Your signed-in Salesforce connection screen shows the current capacity for your account. Each org must be authorized with the Salesforce user whose permissions should apply.

Does it work with Claude Code, Cursor, or VS Code too?

ApexGenius has documented setup paths for Claude, Claude Code, Cursor, VS Code, Codex, and ChatGPT Work. Each client has its own transport, authorization, plan, and confirmation boundary, so verify the exact client rather than assuming identical behavior.