Connect Claude to Salesforce

Connect Claude to Salesforce through ApexGenius. Query authorized records, inspect schema, and work with Apex and Flows.

Start free See the setup

1,000 free credits · No card required

How to connect Salesforce to Claude

FirstConnect Salesforce to ApexGenius

ThenConnect ApexGenius to Claude

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 Claude

ApexGenius Start with Claude selected and the setup prompt to copy. — Choose Claude. Back on Start, pick Claude and copy the prompt.

5. Add it in Claude

Claude Desktop Add custom connector form filled with the ApexGenius name and remote MCP server URL. — Add it in Claude. In Claude, open Settings, then Connectors, then Add custom connector. Paste the address.

6. Approve access

The ApexGenius authorization screen for Claude: 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.

What it looks like in Claude Cowork

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

How the route works

Claude CoworkApexGenius 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 Cowork

Try asking

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

Pull the Account trigger and explain what it changes.

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

Which validation rules on Opportunity changed most recently?

What Claude 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 Claude, 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 Claude to Salesforce

Updated August 26, 2026.

Which versions of Claude work with this?

Claude web, Claude Desktop, and Claude Cowork connect through the Connectors setting. Claude Code uses the same gateway through its own MCP setup.

Do I need a Claude paid plan?

Custom connectors are a Claude feature, so availability follows your Claude plan. The ApexGenius side is the same on every plan.

How do I connect Claude to Salesforce?

Connect your Salesforce org in ApexGenius through OAuth. Then in Claude open Settings, choose Connectors, and add ApexGenius as a custom connector. Sign in when prompted and ask in a new chat.

Does Claude get 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 Claude does.

How do I connect Claude to Salesforce?

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

Is there a Salesforce MCP server for Claude?

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