Connect Claude Code to Salesforce

Connect Claude Code to Salesforce through ApexGenius. Query records, inspect schema, and stage and deploy Apex and Flows with your org permissions.

Connect Salesforce See the setup

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How to connect Salesforce to Claude Code

FirstConnect Salesforce to ApexGenius

ThenConnect ApexGenius to Claude Code

Watch the connection

14-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. Copy the MCP address

ApexGenius Start with the API key tile selected and Manual setup open, showing the MCP address to copy. — Copy the MCP address. On Start, pick API key, open Manual setup, and copy the MCP address.

5. Approve access

The ApexGenius authorization screen for Claude Code: 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.

In Claude Code: Add the ApexGenius remote HTTP MCP server, run /mcp, and complete the authorization in your browser on the same machine. Claude Code MCP guide (opens in a new tab)

~ % claude mcp add --transport http apexgenius https://server.autom8.pro/mcp
Added HTTP MCP server apexgenius with URL: https://server.autom8.pro/mcp to local config

~ % claude mcp get apexgenius
apexgenius:
  Scope: Local config (private to you in this project)
  Status: ! Needs authentication
  Type: http
  URL: https://server.autom8.pro/mcp

Real command output, captured September 2026.

Additional reference: the Salesforce setup guide.

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What Claude Code 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 Claude Code can use

When you approve Claude Code, 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 Claude Code

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

How the route works

Claude CodeApexGenius 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

Claude Code

Try asking

“Which Apex classes reference Opportunity.StageName?”

“Pull the Account trigger into staging and explain what it changes.”

“Run the test class for OpportunityTriggerHandler and show me the failures.”

“Deploy the staged Flow and check the deployment result.”

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

Does a shared project file share my Salesforce access?

No. The server entry can be shared, but authorization belongs to the person. Each teammate authorizes their own Salesforce connection.

Why does /mcp say needs authentication?

That is the expected first state. Run the authorization from that prompt and approve it in a browser on the same machine; after that /mcp shows the server as connected.

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 Claude Code today

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Connect Claude Code to Salesforce