Connect ApexGenius to Claude

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.

MCP (Model Context Protocol) is how AI tools like Claude connect to outside systems. ApexGenius exposes declared, task-specific tools for your authorized Salesforce projects, so you can work with selected records and metadata from the assistant you already use.

There are two ways to connect — use whichever fits your tool:

• Connect to Claude (recommended) — a one-click connector for Claude web, Desktop, and Cowork. Paste a URL, click Connect, log in, and approve. No API key, no config files.
• Connect with an API key — for Cursor, VS Code, Codex, or any client where you set up MCP servers by hand.

On Claude Desktop, use the connector (Option 1) — it's one click with no key to manage. Only reach for the API-key method on Cursor / VS Code / Codex, or if you specifically prefer a config file.

Option 1 — Connect to Claude (recommended)

This is the easiest path and works across Claude web, Claude Desktop, and Cowork. You don't need an API key — Claude logs into ApexGenius for you over OAuth.

Pro & Max plans

1. In Claude, open Settings → Connectors (you may see it under Customize → Connectors).
2. Click Add custom connector (the +).
3. Paste the ApexGenius server URL:
   Copy

   https://server.autom8.pro/mcp
   

4. Click Add.
5. Click Connect. A window opens to ApexGenius — log in to your account, then click Approve.
6. Done. Your 7-day trial starts automatically and the apexgenius tools become available.

Team & Enterprise plans

On Team/Enterprise, an Owner adds the connector once for the organization, then each member connects individually (so Claude only ever sees the orgs that person is allowed to access).

1. Owner: go to Organization settings → Connectors → Add → Custom → Web, paste https://server.autom8.pro/mcp, and click Add.
2. Each member: go to Settings → Connectors, find ApexGenius, click Connect, log in, and Approve.

Enable it in a conversation

Once connected, turn the connector on for a chat with the + (or "Search and tools") button in the message bar, then toggle ApexGenius on.

Verify

Open the tools/connectors menu in the message bar — you should see the apexgenius tools listed. If they're there, you're connected.

Try it

Just talk to Claude — it calls the ApexGenius tools for you:

• "List my ApexGenius projects."
• "Explain what the Opportunity After Save flow does and what could break it."
• "How many open Opportunities over $50k do we have, grouped by stage?"
• "List Accounts created in the last 30 days, returning only Name, Owner.Name, and Industry."

Option 2 — Connect with an API key

Use this for Cursor, VS Code, Codex, or any client where MCP servers are configured by hand (and for Claude Desktop if you'd rather use a config file than the connector).

Get the server URL

1. In ApexGenius, go to Settings → MCP.
2. On the Connect your AI card, pick your client and click Copy on the server URL.

The URL is the same for every client and every org your account is connected to. Signing in and approving starts your 7-day trial automatically.

Universal (npx) config — recommended

Works on every MCP client. Requires Node.js installed. Pick this if unsure.

{
  "mcpServers": {
    "apexgenius": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://server.autom8.pro/mcp"
      ]
    }
  }
}

Native HTTP config

Cleaner, no Node required — supported by Claude Desktop (~Nov 2025+) and newer clients.

{
  "mcpServers": {
    "apexgenius": {
      "url": "https://server.autom8.pro/mcp"
    }
  }
}

No key goes in the config. On first launch the client opens a browser to sign in to ApexGenius — approve there and the connection is live.

Where to paste it

If you already have other MCP servers, add the apexgenius block inside your existing mcpServers — don't overwrite the whole file.

Troubleshooting

"No tools available" after adding the connector (Option 1). Remove the connector and re-add it — Claude caches the connection, so it needs a fresh add to run the login. Make sure you completed Connect → log in → Approve.

"No tools found" after pasting a config (Option 2). You're likely on Native HTTP with an older client that can't do the OAuth handshake. Switch to the Universal (npx) config, make sure Node.js is installed, then fully quit and reopen the client and complete the browser sign-in.

Tools don't show up. Fully quit the client (not just close the window) and reopen. For configs, double-check the JSON is valid (no trailing commas). If Claude lists the connector but calls nothing, open the tools/connectors menu in the message bar and make sure apexgenius is toggled on for the conversation.

Asked for an API key? You don't have one — ApexGenius uses OAuth. Remove the server from your client, re-add it with just the URL, and complete the browser sign-in when it opens.

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