Documentation

What ApexGenius is and how it helps you analyze, understand, and work with your Salesforce org.

Authorize ApexGenius to access your Salesforce org via OAuth.

Sync your Salesforce org's metadata so ApexGenius can analyze it.

Browse your metadata and ask ApexGenius questions about your org.

Add ApexGenius to Claude as a one-click connector (or any MCP client like Cursor, VS Code, Codex) and talk to your Salesforce org in plain English.

Create, run, and reshape real Salesforce reports and dashboards from Claude or ChatGPT — no report builder clicking.

How ApexGenius organizes your work — what an Org is, what a Project is, and how they map to your Salesforce orgs.

A deep AI-generated profile of your Salesforce org — what it is, how it's built, and why answers get dramatically better with one.

The architecture behind ApexGenius MCP — per-user Salesforce auth, transient pass-through, and what we do and don't store.

The 21 project, record, metadata, staged-file, Apex, and deployment tools currently exposed by ApexGenius MCP.

What's included in the free trial and the ApexGenius MCP plan, and how the paywall behaves when a trial ends.

How ApexGenius authenticates to your Salesforce org — per-user OAuth, sandboxes vs production, and revoking access.

Connect your n8n instance to ApexGenius so you can read, build and repair workflows from chat, alongside your Salesforce org.

Fixes for connection, metadata sync, and chat problems.