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Connect Salesforce to Cursor

Check the live org from the editor where you build. Cursor gets the same authorized Salesforce connection your other AI clients use, with every call recorded.

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How to connect Salesforce to Cursor

Watch the connection

13-second loop · Silent, with captions

Read the steps Follow along at your own pace

1. Create your account

ApexGenius signup page with Continue with Google and the email form.
Create your account. Open apexgenius.ai/signup and continue with Google or your email.

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 Cursor

ApexGenius Start with Cursor selected, the MCP address to copy, and the short setup steps.
Choose Cursor. Back on Start, pick Cursor and copy the MCP address.

5. Approve access

ApexGeniusapexgenius.ai/authorizeFull size (opens in a new tab)
The ApexGenius authorization screen for Cursor with the Full access, Read only, and Custom choices.
Approve access. ApexGenius opens its approval page. Choose Full access, Read only, or Custom, then approve.

In Cursor: Add ApexGenius as a remote MCP server in Cursor MCP settings using the hosted HTTP URL, then complete the authorization in your browser. Cursor MCP guide (opens in a new tab)

Additional reference: the Salesforce setup guide.

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What it looks like in Cursor

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

How the route works
Cursor
CursorApexGenius MCP route
Which opportunities over 50k are closing this month and who owns them?
ApexGenius
Working with ApexGenius1 tool search · 2 reads
RequestOpen opportunities
Account scopeAuthorized connections checked
apex_search_toolsSalesforce records · Find the Salesforce read pathComplete
Salesforceapex_call_read_toolquery_soql · Query opportunities closing this monthComplete
Salesforceapex_call_read_toolquery_soql · Read owner namesComplete
Cursor

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
Cursor

What you can ask once it is connected

Which validation rules on Opportunity changed most recently?

Describe the Case object, including picklists and required fields.

Which Apex classes and Flows depend on Account.Industry?

Pull the OpportunityTrigger into staging so I can edit it here.

You choose what Cursor is allowed to touch

Choose the saved accounts and tools this Cursor connection may use. Its authorization carries that scope, and each business connection’s tool and resource restrictions still apply.

  • Full accessEvery enabled tool on the connections you choose.
  • Read onlyLooks things up, changes nothing.
  • CustomPick apps and tools one by one.
  • · 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.
  • · Server-enforced Auto, Ask, and Off approval modes are in development.

The Salesforce operations Cursor can run

21 operations: 11 Read and 10 Write. Available tools depend on your connection and permissions. Review any action that changes or removes data. Cursor discovers these operations through the ApexGenius gateway.

  • list_projectsReadList accessible Salesforce connections and their environment details.
  • query_soqlReadRun SOQL and return selected Salesforce fields.
  • get_recordReadRetrieve one record by object type and ID.
  • list_objectsReadList accessible Salesforce objects.
  • describe_objectReadReturn fields, types, picklists, relationships, and permissions.
  • search_recordsReadSearch records across Salesforce objects.
  • read_fileReadRead one staged component or documentation file.
  • list_filesReadList staged or documentation files with an optional folder or pattern filter.
  • grepReadSearch staged file names or contents.
  • check_deploy_statusReadRead deployment status, component results, and test details.
  • list_live_metadataReadList live components of one metadata type in the selected org.
  • create_recordWriteCreate one Salesforce record.
  • write_fileWriteCreate or overwrite a Salesforce metadata component or Markdown document in private staging.
  • edit_fileWriteReplace exact matching content in a staged Salesforce metadata component or document.
  • cancel_deployWriteCancel an in-progress Salesforce deployment.
  • get_live_componentWritePull one live component into the private staging workspace.
  • update_recordWriteUpdate selected fields on one Salesforce record.
  • delete_recordWriteDelete one Salesforce record by ID.
  • execute_anonymous_apexWriteExecute supplied anonymous Apex, which can change or delete data.
  • delete_fileWritePermanently remove one staged component or documentation file.
  • deployWriteDeploy selected staged files with the requested Salesforce test level.

Questions people ask first

Does Cursor need a local MCP server?

No. ApexGenius is a hosted remote MCP server. Cursor connects over HTTP and authorizes in the browser, so there is nothing to run on your machine.

Can I keep production and a sandbox separate in Cursor?

Yes. Each org is its own Salesforce connection, and Cursor asks for the connection it should use, so a sandbox task cannot silently hit production.

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 Cursor today

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