For Salesforce consultants

Turn an unfamiliar client org into a clear plan and shipped work.

ApexGenius is the Salesforce MCP for consultants doing hands-on client work. Connect each org once, then use Claude, ChatGPT, or Cursor to discover how it works, document the business context, scope the backlog, build, validate, deploy, and hand off.

7-day unlimited trial. No credit card. Then $5/month for the first month and $15/month after.

Works inClaudeChatGPTCursorand any MCP client
Client workbench
Example engagement
Map lead routing from creation through conversion. Cite the automation and explain the business decisions.

Org evidence

Explained by your AI
Flows3
Assignment rules2
Fields7
Apex class1
Process doc
Org map
Jira backlog
Build plan

One continuous engagement

From org access to client outcome

ApexGenius MCP gives your AI the Salesforce tools. Your conversation keeps the goal, findings, decisions, and build context together as the work moves forward.

01

Discover

Map the org

02

Explain

Capture context

03

Scope

Write the backlog

04

Build

Stage the change

05

Validate

Run checks and tests

06

Hand off

Document the result

What you can deliver

Six outcomes, grounded in the real org

Start with evidence from Salesforce. Finish with artifacts and changes the client can use.

Discovery

Understand an unfamiliar org before the first workshop ends

Ask how a process works, then let your AI inspect the objects, fields, Flows, Apex, validation rules, and dependencies that implement it. Use focused SOQL when the answer also depends on live records.

Automation inventoryDependency mapTechnical-debt findings
Org documentation

Generate documentation from the org itself

Turn retrieved metadata into plain-English documentation your client can use. Cover objects, data models, automation, decision logic, integrations, and known risks without starting from a blank page.

Object and field guideAutomation catalogCurrent-state process docs
Business context

Connect technical configuration to the way the business runs

Translate fields and automation into the decisions they support: who owns a lead, when a discount needs approval, why a case escalates, and what has to be true before an opportunity closes.

Process narrativeDecision logWorkshop question list
Backlog

Turn findings into Jira-ready implementation tickets

Draft stories with org evidence, acceptance criteria, dependencies, test notes, and deployment considerations. Create the issues directly when Jira is also connected to your AI client, or paste a clean backlog into the client system.

Stories and subtasksAcceptance criteriaDependency-aware sequencing
Build and deploy

Move from recommendation to working Salesforce change

Stage supported fields, objects, validation rules, Flows, Apex, and LWC source. Read the staged files, run a validate-only deployment with the right test level, then deploy when you approve the write action.

Staged sourceValidation resultsDeployment status
Handoff

Leave behind the context clients usually lose

Document what changed, why it changed, how it was tested, what was deployed, and what still needs attention. The handoff starts with evidence from the same org and staged work used during delivery.

Change summaryTest and deployment notesAdmin handoff guide

Connect each client org once

Authorize the Salesforce org once and ApexGenius refreshes routine access tokens automatically. Reauthorize only if Salesforce revokes access or an org policy requires it, then switch authorized client projects without rebuilding the connection.

2 Salesforce orgs included. Add orgs for $10/month each or choose unlimited orgs for $30/month.

Work inside the client’s Salesforce permissions

Salesforce applies the permissions of the credential authorized for the selected project. Record writes and deployments are labeled write actions so the AI client can apply its confirmation controls.

Review security details

Validate before production

Read staged source, run validate-only deployments, choose a Salesforce test level, inspect failures, and check deployment status from the same AI conversation.

See how deployments work

Built for billable work

If it saves two hours, it pays for itself.

Use the full MCP free for 7 days. After the trial, pay $5/month per user for your first month, then $15/month. Usage is unlimited.

No credit card for the trial 2 orgs included after trial Cancel anytime