Connect Hermes Agent to Salesforce

Connect Hermes Agent to Salesforce through ApexGenius. Query authorized records and inspect schema, Apex and Flows using the tools you enable.

Start free See the setup

1,000 free credits · No card required

How to connect Salesforce to Hermes Agent

FirstConnect Salesforce to ApexGenius

ThenConnect ApexGenius to Hermes Agent

Watch the connection

13-second loop · Silent, with captions

Read the steps Follow along at your own pace

1. Create your account

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. Copy the MCP address

ApexGenius Start with the API key tile selected and Manual setup open, showing the MCP address to copy. — Copy the MCP address. On Start, pick API key, open Manual setup, and copy the MCP address.

5. Approve access

The ApexGenius authorization screen for Hermes Agent: the apps it can use, the Read only, Full access, and Custom choices, and the Approve button. — Approve access. ApexGenius opens its approval page. Review the access, then approve.

In Hermes Agent: Add ApexGenius as a remote MCP server in your Hermes Agent configuration using the hosted HTTP URL, then complete the authorization in your browser.

What it looks like in Hermes Agent

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

How the route works

Hermes AgentApexGenius 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

Hermes Agent

Try asking

Which opportunities over 50k are closing this month and who owns them?

Describe the Case object, including picklists and required fields.

Which validation rules on Opportunity changed most recently?

Pull the Account trigger and explain what it changes.

What Hermes Agent 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 Hermes Agent, 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 Hermes Agent to Salesforce

Updated August 26, 2026.

Does Hermes Agent need anything installed for this?

No. ApexGenius is a hosted remote MCP server. Hermes Agent connects over HTTP and you authorize in the browser, so nothing extra runs on your machine.

Can Hermes Agent change records or deploy on its own?

Only if you leave those operations on. Delete, anonymous Apex, and deploy are marked destructive, so they are easy to find and switch off.

How do I connect Hermes Agent to Salesforce?

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

Is there a Salesforce MCP server for Hermes Agent?

Yes. ApexGenius is an MCP server that Hermes Agent connects to once. It carries your Salesforce connection and 21 Salesforce operations, so Hermes Agent does not need a separate Salesforce integration or plugin. You set it up one time and add each agent the same way.

What can Hermes Agent do in Salesforce once it is connected?

Hermes Agent can run 21 Salesforce operations through ApexGenius: 11 reads that list connections and objects, describe the schema, query and search records, and check deployments, and 10 writes that create, update and delete records, run Apex, edit staged files and deploy metadata.

Can Hermes Agent read my Salesforce org?

Yes, the org you authorize. Each org is its own Salesforce connection, Production or Sandbox, and you sign in with Salesforce OAuth. You can limit Hermes Agent to one connection, to both, or to neither. ApexGenius keeps the org visible, so you can check which one Hermes Agent is using.