Connect Codex to Salesforce

Connect Codex to Salesforce through ApexGenius in the ChatGPT desktop app. Start in Plugins to authorize your org and inspect records, schema, Apex and Flows.

Start free See the setup

1,000 free credits · No card required

How to connect Salesforce to Codex

FirstConnect Salesforce to ApexGenius

ThenConnect ApexGenius to Codex

Codex desktop app with Plugins selected and ApexGenius listed under Available to your account. — Open Codex in the ChatGPT desktop app, then Plugins, and find ApexGenius.Open full-size image (opens in a new tab)

Codex plugin page for ApexGenius with a Connect button and a note that authorization opens in the browser. — Select ApexGenius and choose Connect. Authorization opens in your browser.Open full-size image (opens in a new tab)

ApexGenius approval page titled Connect Codex to ApexGenius with Full access, Read only, and Custom options. — Choose Full access, Read only, or Custom, then approve.Open full-size image (opens in a new tab)

Codex task asking ApexGenius to list the fields on Opportunity, with a completed read-only Salesforce result. — Start a new task, select ApexGenius, and ask one read-only Salesforce question.Open full-size image (opens in a new tab)

The desktop-app screens are labeled reconstructions of the Codex plugin flow; the approval screen is a real ApexGenius capture. A ChatGPT web connection does not verify Codex access.

Find or add ApexGenius. Open Plugins in the ChatGPT desktop app and select an ApexGenius plugin shared with you or one you created.
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 Codex 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.

Full Codex setup guide

Create a personal plugin

Where Developer mode is available, open ChatGPT Settings, then Security and login, and enable it. In Plugins, select the plus button, enter ApexGenius and a description, then add this URL under Connection. Create the connection, complete OAuth, and review the tools. Return to Codex in the desktop app and start a new task with the plugin enabled.

https://server.autom8.pro/mcp

OpenAI custom connection guide

No plugin available? Use desktop settings

In the ChatGPT desktop app, open Settings, then MCP servers, then Add server.
Name the server ApexGenius, choose Streamable HTTP, and paste the MCP address below.
Save, select Restart, then Authenticate. Sign in to ApexGenius and authorize the intended connections and access.
Start a new Codex task and ask one read-only question. Check the returned result and its matching successful read in Activity.

https://server.autom8.pro/mcp

OpenAI desktop MCP settings

Manual setup for developers

Codex CLI is optional. Run these commands, complete browser authorization, then start a new session. Do not paste bearer tokens or static authorization headers.

codex mcp add apexgenius --url https://server.autom8.pro/mcp

Authorize in your browser

codex mcp login apexgenius

Inspect registered servers

codex mcp list

The desktop app, CLI, and IDE extension share MCP configuration on the same host. The IDE extension does not install plugins. ChatGPT web does not read local Codex configuration.

What it looks like in Codex

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

How the route works

CodexApexGenius 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

Codex

Try asking

Which Apex classes reference Opportunity.StageName?

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

Which Flows fire when a Lead is converted in this org?

Deploy the staged Flow and show me the deployment result.

What Codex 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 Codex, 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 Codex to Salesforce

Updated August 26, 2026.

What if ApexGenius is not listed in Plugins?

Use an ApexGenius plugin shared with you or one you created, subject to workspace policy. A public listing is not verified. The desktop MCP settings fallback below connects the same hosted endpoint without a terminal.

Can I still use Codex CLI or the IDE extension?

Yes, remote MCP setup remains a developer option in Manual setup. The app plugin walkthrough is the default here. Plugin installation is not supported in the IDE extension.

How do Codex, ChatGPT, and ChatGPT Work differ?

The supported app surfaces follow the same plugin journey: find or add ApexGenius, connect, authorize, then return and use Salesforce. Codex runs tasks in the ChatGPT desktop app; ChatGPT offers Chat and Work. Start with Plugins in the app you use; availability and authorization depend on your account and workspace. A ChatGPT web custom app has its own setup and does not inherit a local Codex configuration.

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 Codex does.

Is Codex included with ApexGenius?

No. ApexGenius is the Salesforce connection. Your ChatGPT subscription, which includes Codex, and your Salesforce subscription stay separate.

How do I connect Codex to Salesforce?

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