For Business Leaders

Ask your CRM. Skip the meeting.

Live pipeline, renewals, team performance — answered in plain English from your actual Salesforce data, not last week's export.

Works inClaudeClaudeChatGPTChatGPTCursorCursor+ any MCP client
Answers, not requests

"What's open pipeline by region right now?" gets answered in seconds — no ticket, no waiting for the ops team.

Focused live views

Ask for the records or aggregate needed for a decision and receive a task-specific result from the current Salesforce org.

No new tool for the team

Works inside Claude and ChatGPT — or use ApexGenius Chat with models included, so nobody needs their own AI subscription.

See how the business actually runs

Plain-English documentation of your revenue processes — what's automated, what's manual, what's broken.

Scoped by project and credential

ApexGenius authorizes the project, and Salesforce applies the permissions of the per-user or project-level credential used for the workflow.

A faster team without headcount

Focused queries, metadata inspection, and staged changes can replace repetitive manual setup and exports.

Things you can just ask

ClaudeChatGPTAsked in Claude or ChatGPT · answered from your live org
What's our open pipeline by region right now?
How did Q2 renewals perform against Q1?
Which reps have the most stalled deals, and where are they stuck?
Explain how our quote approval process works

ApexGenius MCP is $5/month for your first month, then $15/month after the 7-day free trial. For the Chat assistant with models included, contact us.

Try it on your org, free for 7 days

Connect your Salesforce org to Claude or ChatGPT in about two minutes. Free for 7 days.