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.

Salesforce MCP connector

Salesforce OAuth · Available

Connect ChatGPT and Claude to Salesforce

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

Connect more than one Salesforce org as separate Salesforce connections, then use records, schema, metadata, staged files, Apex, and deployment tools from Claude or ChatGPT. ApexGenius resolves the selected connection to its authorized Salesforce session, keeps the org context visible, and records supported write activity for review.

Connect Salesforce Setup guide

1,000 free credits · No card required

Salesforce

App connector

Available

Discover and run 21 Salesforce record, schema, metadata, staging, and deployment operations from Claude or ChatGPT.

21
Operations: 11
Read: 10
Write: 3
In context

Authorization: Salesforce OAuth
Cataloged tools: 21 discoverable
Connection scope: Selected Salesforce connection
Accounts: Capacity shown after sign-in

Claude / ChatGPT

MCP client

Selected connection

Gateway context

Salesforce

Authorized session

Why the gateway is here

It ties the selected connection to the correct authorized Salesforce session, then keeps records, setup, files, and activity separated by connection.

Ask it

What people ask Salesforce.

These questions use the Salesforce tools below. Start with a read after connecting your channel or account.

Show open opportunities grouped by stage.Read
Pull the Account trigger and explain what it changes.Read
Create a follow-up task on the Acme renewal.Write
Deploy the staged Flow and check the deployment result.Write

Tools

What Salesforce can do through ApexGenius.

The reviewed catalog contains these 21 Salesforce tools. Search by tool name, job, or access type.

Open the generated tool reference

Connection context

list_projects

Read

List accessible Salesforce connections and their environment details.

Records and schema

query_soql

Read

Run SOQL and return selected Salesforce fields.

Records and schema

create_record

Write

Create one Salesforce record.

Records and schema

update_record

Write

Update selected fields on one Salesforce record.

Records and schema

delete_record

Write

Delete one Salesforce record by ID.

Records and schema

get_record

Read

Retrieve one record by object type and ID.

Records and schema

list_objects

Read

List accessible Salesforce objects.

Records and schema

describe_object

Read

Return fields, types, picklists, relationships, and permissions.

Records and schema

search_records

Read

Search records across Salesforce objects.

Apex runtime

execute_anonymous_apex

Write

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

Staging and documentation

read_file

Read

Read one staged component or documentation file.

Staging and documentation

write_file

Write

Create or overwrite a Salesforce metadata component or Markdown document in private staging.

Staging and documentation

edit_file

Write

Replace exact matching content in a staged Salesforce metadata component or document.

Staging and documentation

delete_file

Write

Permanently remove one staged component or documentation file.

Staging and documentation

list_files

Read

List staged or documentation files with an optional folder or pattern filter.

Staging and documentation

grep

Read

Search staged file names or contents.

Live metadata and deployment

deploy

Write

Deploy selected staged files with the requested Salesforce test level.

Live metadata and deployment

check_deploy_status

Read

Read deployment status, component results, and test details.

Live metadata and deployment

cancel_deploy

Write

Cancel an in-progress Salesforce deployment.

Live metadata and deployment

list_live_metadata

Read

List live components of one metadata type in the selected org.

Live metadata and deployment

get_live_component

Write

Pull one live component into the private staging workspace.

Connection model

Connect production and sandbox separately.

Each Salesforce sign-in appears as a separate Production or Sandbox connection. Your account shows its current connection capacity, and you choose the intended connection before a tool runs.

Read connection details

Salesforce connections

Illustrative

Production connection

Production · Salesforce OAuth

Connected

Sandbox connection

Sandbox · Salesforce OAuth

Connected

Each connection keeps its own sign-in, access, and activity.

Add a connection

Current governance

Know the account, tools, and result.

ApexGenius keeps the selected context and current tool surface visible, then records supported write activity for review.

Authorized context

The selected Salesforce connection remains visible in the gateway workspace.

Current tool surface

Tool availability is resolved for the current connection and account context.

Reviewable activity

Supported Salesforce write activity is recorded for review.

Turn a tool off to block calls. Enabled tools run when called.

Why a gateway

21 operations. Three tool definitions.

Your AI starts with three ApexGenius gateway tools. It discovers the Salesforce operations available to its authorization when a task needs them, then runs the selected operation through the gateway.

One saved provider connection

Connect Salesforce to ApexGenius, then authorize each AI client to use the saved connection with its own tool permissions.

Scoped per agent

Give one client read-only and the write operations never appear in its tool list at all.

Every call on the record

Which agent asked, what ran, and whether it succeeded, kept per connection for review.

Use Salesforce with your AI.

Choose your AI client for setup steps and examples using Salesforce.

FAQ

Questions people ask before connecting Salesforce.

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.

More connectors

Explore the directory.

MCP-compatible AI agents

Codex starts in Plugins in the ChatGPT desktop app. ChatGPT Chat and Work also use Plugins, with personal setup where Developer Mode is permitted. Each AI client has its own guide and authorization requirements.

App connections

Salesforce keeps connection context. Other providers use your signed-in account.

Connect Salesforce. Start with a safe read.

Use the AI you already work in while ApexGenius keeps the app route visible.

Connect Salesforce

1,000 free credits · No card required

Compatibility does not imply partnership.