Terms and Conditions

Last updated: September 9, 2026

Please read these terms and conditions carefully before using Our Service.

1. Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of these Terms and Conditions:

  • Application means the software program provided by the Company, named ApexGenius.
  • AI Services means workflows in which an AI agent selected by You uses the authenticated API or MCP gateway to request ApexGenius tools.
  • AI-Generated Content means any content, code, insights, suggestions, or outputs produced by the AI Services.
  • Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to GAT Solutions LLC.
  • Company Parties means the Company and its affiliates, directors, officers, employees, agents, licensors, and service providers.
  • Data Processing Addendum (DPA) means the supplemental data processing terms governing the processing of personal data, available upon request.
  • Platform refers to the Application, the Website, and all related services, tools, and APIs.
  • Salesforce means Salesforce, Inc. and its suite of cloud-based business applications.
  • Salesforce Data means any data, metadata, or information retrieved from or related to Your Salesforce organization, including but not limited to Apex code, Flows, objects, fields, records, configurations, and related content.
  • Service refers to the authenticated API, MCP gateway, account, connection, staging, approval, audit, and related services made available on the Platform.
  • User Content means all data, content, records, and materials that You input, upload, or transmit to the Platform through Your Salesforce account or otherwise, including Salesforce Data.
  • Website refers to ApexGenius, accessible from apexgenius.ai.
  • You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.

2. Eligibility and Acceptance of Terms

2.1 Eligibility

To use the Platform, You must:

  • Be at least 18 years old or reach the age of majority in Your jurisdiction (whichever is higher)
  • Possess full legal capacity and authority to bind Yourself or Your organization to these Terms
  • Not be barred from using Services under applicable laws, including U.S. law
  • Use a valid ApexGenius account and possess authority to connect and operate every third-party service You authorize

2.2 Use on Behalf of an Organization

If You are accessing or using the Platform on behalf of a company, entity, or organization, You represent and warrant that You are an authorized representative with the authority to bind that entity to these Terms. References to "You" and "Your" extend to such entities.

2.3 Binding Agreement

By accessing, browsing, or using the Platform, You acknowledge and agree that You have read, understood, and are bound by these Terms, our Privacy Policy, and our DPA (where applicable), which are incorporated herein by reference. If You disagree with any part of these Terms, You may not access the Service.

2.4 Right to Refuse Access

The Company reserves the right, at its sole discretion, to deny access to the Platform or terminate Services to any person or organization who does not comply with these Terms.

3. Connected Services and Gateway Access

3.1 Connection Requirements

Available gateway tools depend on the third-party services You choose and the connection methods ApexGenius currently supports. Salesforce is required only for Salesforce tools. Other supported providers may use their own OAuth, API key, or remote MCP authorization. A provider that is not configured or authorized remains unavailable.

3.2 Authorization to Access Connected Services

By connecting a third-party service, You authorize the Company to retrieve, transmit, process, and, where a selected feature requires it, retain the data and configuration needed to provide that connection. You represent that You have authority to grant this access. The effective scope is bounded by the connected credential, ApexGenius project permissions, supported tool behavior, and any additional contractual configuration.

3.3 Security of Connected Credentials

The Platform does not request or store Your Salesforce password. Salesforce authentication uses OAuth on supported paths, and Salesforce tokens are stored through encrypted vault references. Other supported providers may use OAuth, API keys, or remote MCP credentials stored through the supported encrypted credential path. Supported network connections use TLS.

3.4 Revocation of Access

You may revoke a connected service through the provider or the Platform's available connection management. Revocation may suspend or reduce the tools that depend on that connection. Provider-side revocation and ApexGenius record deletion are separate actions.

3.5 Responsibility for Connected Accounts

You are responsible for the security, permissions, lawful use, and provider terms of every account You connect. Salesforce access remains bounded by the effective Salesforce user permissions. Other providers apply their own authorization and permission models.

3.6 No Affiliation with Salesforce

The Platform is developed and offered independently by the Company and is not affiliated with, endorsed by, or certified by Salesforce, Inc. "Salesforce" is a registered trademark of Salesforce, Inc. Your use of Salesforce is governed by Your separate agreement with Salesforce.

3.7 Retention and Deletion of Connected-Service Data

The Platform handles connected-service data according to the selected path and the Privacy Policy. Ordinary MCP results are not intentionally retained, while account, credential, configuration, staging, usage, security, audit, error, and selected feature data may be retained. Disconnection, account termination, deletion, backups, disputes, and legal obligations are handled as separate lifecycle events.

3.8 API and MCP Gateway Data Handling

When You use the MCP gateway, the ordinary MCP path does not intentionally retain connected-service results or AI conversation content. The Company does retain operational, account, connection, encrypted credential, configuration, staging, usage, security, audit, and error data needed to provide and protect the Service. Proposed writes, approvals, staging, errors, diagnostics, and selected authenticated API features may retain limited request details or saved content as described in the Privacy Policy. OAuth tokens and supported credentials are stored in encrypted form consistent with Section 3.3.

4. AI and Machine Learning Services

4.1 AI Service Terms

The Service incorporates artificial intelligence and machine learning technologies. By using these features, You acknowledge and agree that:

  • AI-Generated Content is provided for informational and assistive purposes only and may not be accurate, complete, or suitable for Your specific use case
  • You are solely responsible for reviewing, testing, and validating any AI-Generated Content before using it in production environments
  • The Company makes no warranties regarding the accuracy, reliability, or fitness for purpose of AI-Generated Content
  • AI responses may vary between uses and are generated based on available data and system configurations
  • AI-Generated Content does not replace professional judgment, Salesforce documentation, or expert advice

4.2 Your AI Agent and Provider

The Company does not provide a public Chat product or select an AI provider on Your behalf for the ordinary MCP path. You choose the AI agent and provider that sends tool calls to the gateway. Your use of that provider is subject to:

  • Compliance with third-party AI provider terms of service
  • Potential changes in AI model availability or capabilities
  • Rate limits and usage restrictions imposed by AI providers
  • The provider's privacy, retention, security, and data-use practices

4.3 Data Processing by AI Providers

The Company does not use Customer Data to train AI models. Your chosen AI provider processes ordinary MCP prompts, responses, conversation history, and tool results under Your separate agreement with that provider.

4.4 Use of Inputs for Service Improvement

The Company may use aggregated, content-minimized usage patterns, such as tool names, counts, durations, and outcomes, for service improvement and feature development. The Company does not use individual tool results, or connected-service record content to train AI models.

5. User Content and Data Ownership

5.1 Your Ownership

You retain ownership of all User Content, including Your Salesforce Data, tool arguments, staged metadata, uploaded documents, and any other content You submit to the Platform. The Company does not claim ownership over Your data.

5.2 License to User Content

By using the Platform, You grant the Company a limited, non-exclusive, royalty-free, worldwide, revocable license to access, use, process, store, and display User Content solely for Service provision and Platform functionality. This license extends only for the duration of Your use of the Service and as required by applicable law.

5.3 License Revocation

This license is revocable when You delete User Content from the Platform or terminate Your account, except:

  • If retention is required by legal, regulatory, or compliance obligations
  • If the User Content is stored in backups, which will be deleted per the data retention policy

5.4 User Content Representations

You represent and warrant that:

  • You possess all necessary rights and permissions to share User Content
  • User Content does not infringe third-party rights
  • You are solely responsible for all User Content transmitted through the Platform

6. Data Privacy and Security

6.1 Data Collection and Processing

The Service includes the authenticated API and MCP gateway. Their data boundaries are:

  • The ordinary MCP path does not intentionally retain Salesforce record results or AI conversation content
  • Account, connection, encrypted credential, configuration, and approved staging data are retained to provide the Service
  • Usage, security, audit, trace, and error records are retained to operate, secure, support, and evidence the Service
  • Proposed writes, approvals, staging, errors, and diagnostics may retain limited request details as described in the Privacy Policy
  • Encrypted historical web Chat records remain subject to the applicable retention, deletion, backup, and legal requirements

6.2 Data Security Measures

We implement the following security measures:

  • Supported Salesforce tokens stored using encrypted vault storage
  • TLS 1.2+ for supported network paths
  • Tenant-scoped access controls and database row-level policies for supported customer data
  • Per-user Salesforce authentication with OAuth 2.0
  • Role-based access control (RBAC) with audit logging
  • SHA-256 hashed API keys with per-user rate limiting
  • Continued encryption and restricted access for historical web Chat records until approved deletion

6.3 Protected Health Information Use

Before processing Protected Health Information (PHI), You are responsible for confirming that the intended workflow, AI provider, Salesforce environment, connected services, configuration, and operating procedures meet Your organization's policies and applicable law. Contact the Company before enabling a PHI workflow.

6.4 Data Retention

We retain Your data for as long as Your account is active or as needed to provide, secure, support, and evidence the Service. Upon account termination, data is handled under the Privacy Policy unless continued retention is required for security, backups, contractual duties, disputes, or law. Historical web Chat records remain encrypted until the applicable retention or approved deletion process handles them. You may request data export or deletion by contacting us.

6.5 Data Processing Addendum

Separate data terms may be available for eligible organizations. Contact the Company to discuss requirements for Your intended use.

7. Intellectual Property Rights

7.1 Company Ownership

The Company solely and exclusively owns all copyrights, trademarks, service marks, logos, trade names, and other intellectual and proprietary rights associated with the Platform, its software, algorithms, architecture, and Services.

7.2 Limited User Rights

As long as You comply with these Terms, the Company grants You a personal, non-exclusive, non-transferable, limited right to access and use the Platform. No rights are impliedly or expressly granted to You in respect of the Platform's proprietary technology or intellectual property.

7.3 User Feedback

If You provide feedback, suggestions, or ideas about the Platform, You grant the Company a perpetual, worldwide, royalty-free license to use, modify, and implement such feedback for any purpose without attribution or compensation.

8. Acceptable Use Policy

You agree not to:

  • Access or attempt to access Salesforce organizations without authorization
  • Use the Service to extract, reverse engineer, or derive AI model weights or algorithms
  • Share account credentials or API keys with unauthorized parties
  • Use automated scripts or bots without explicit permission
  • Attempt to circumvent usage limits, security measures, or access controls
  • Use the Service for competitive analysis or benchmarking
  • Process sensitive personal data without appropriate legal basis
  • Violate any applicable laws, regulations, or third-party rights
  • Use the Service to develop competing products or services
  • Interfere with or disrupt the Service, servers, or networks
  • Upload content containing viruses, malware, or harmful code
  • Transmit junk mail, spam, or unsolicited communications
  • Attempt to access data belonging to other users or organizations

9. Third-Party Services

9.1 Third-Party Integrations

The Platform may integrate with or link to third-party services including Salesforce, Jira, Confluence, and various AI providers. These Third-Party Services are not owned or controlled by the Company.

9.2 No Endorsement

The Company does not endorse or assume responsibility for any Third-Party Services, including their accuracy, availability, data security, or practices. Use of Third-Party Services is governed by their respective terms and privacy policies.

9.3 Disclaimer of Liability

The Company disclaims all liability for any loss, damage, or disputes arising from Your use of Third-Party Services, including data loss, corruption, or unauthorized disclosure by third-party providers.

9.4 YouTube API Services

ApexGenius uses YouTube API Services. By using the YouTube connection, You agree to be bound by the YouTube Terms of Service. Before using this connection, You must also agree to the ApexGenius Privacy Policy. Google's data practices are described in the Google Privacy Policy.

The current YouTube and YouTube Analytics connections support read-only channel information, video and playlist lookup, and non-monetary reporting. They do not provide video uploading, publishing, comments, subscriptions, live-stream management, channel changes, or monetary analytics. You may use them only for channels and data You are authorized to access. Results returned to Your chosen AI client are processed under Your agreement with that provider; You remain responsible for selecting an appropriate recipient for Your data.

You may revoke Google authorization through Your Google account permissions. Removing a shared grant may interrupt other Google connections. Disconnection, revocation, and deletion of stored data are distinct actions. See YouTube access and stored data for the deletion request process and applicable YouTube requirements. These specific requirements are not replaced by the general retention provisions of these Terms.

10. Service Availability and Limitations

The Service may be subject to:

  • Scheduled maintenance windows
  • Unplanned downtime due to circumstances beyond our control
  • Query processing limits per user/organization based on subscription tier
  • Storage limits for synchronized metadata
  • API rate limits imposed by third-party providers
  • Feature availability based on subscription tier and connected Salesforce edition

11. Disclaimer of Warranties

YOUR ACCESS TO AND USE OF THE PLATFORM AND ANY CONTENT PROVIDED THEREIN ARE AT YOUR OWN RISK. THE PLATFORM AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, THE COMPANY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

The Company specifically does not warrant that:

  • AI-Generated Content will be accurate, complete, or error-free
  • The Platform will be uninterrupted, secure, or free of bugs
  • The Service will produce specific business outcomes or improvements
  • The Platform or emails sent from the Company are free of viruses or harmful components

12. Limitation of Liability

12.1 Liability Disclaimer

To the fullest extent permitted by applicable law, Company Parties shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or in connection with Your use of, or inability to use, the Platform, including damages for loss of profits, goodwill, data, or other intangible losses, even if Company Parties were advised of possible damages.

12.2 Specific Exclusions

The Company is not liable for:

  • Errors or inaccuracies in AI-Generated Content
  • Damage to Your Salesforce organization or data resulting from Service use
  • Loss of data due to Service malfunction, user error, or third-party service failures
  • Unauthorized access resulting from Your failure to maintain security
  • Force majeure events, acts of God, or circumstances beyond the Company's control
  • Decisions made or consequences thereof based on AI-Generated Content

12.3 Liability Cap

In no event shall the total aggregate liability of the Company in relation to the Platform and Services exceed the greater of (a) the total amount paid by You to the Company in the twelve (12) months preceding the claim, or (b) USD $100.

13. Indemnification

You agree to indemnify and hold harmless Company Parties from and against any and all claims, losses, liabilities, judgments, costs, demands, or actions (including reasonable attorneys' fees) made by any third party or penalty imposed due to or arising out of:

  • Your breach of these Terms, Privacy Policy, or DPA
  • Your violation of any law, rule, or regulation
  • Your violation of any third-party rights, including intellectual property or privacy rights
  • Your User Content or use of the Platform
  • Any unauthorized access to Salesforce data through Your account

14. Termination

14.1 Termination by the Company

The Company may suspend or terminate Your access with or without notice if:

  • You breach these Terms, Privacy Policy, or applicable laws
  • A required connected service becomes invalid, unauthorized, or inoperable
  • You engage in activity that may harm the Company, other users, or third parties
  • You attempt to circumvent security or access controls

14.2 Termination by You

You may terminate Your use of the Service by disconnecting applicable connected services, requesting account termination through the available support path, and ceasing all use of the Platform. Termination does not relieve You of accrued pre-termination obligations, including payment obligations.

14.3 Effects of Termination

Upon termination:

  • Platform and Services access immediately ceases
  • The Company ceases new processing through terminated connected-service paths
  • Previously staged metadata, configuration, and other retained content are handled under the Privacy Policy
  • Encrypted historical web Chat records are handled under applicable retention, deletion, backup, and legal requirements
  • Supported connected-service credentials are revoked or deleted under the applicable provider and Platform process
  • You may request a data export prior to termination

14.4 Survival

Provisions of these Terms which by their nature should survive termination shall survive, including but not limited to intellectual property rights, disclaimers, limitation of liability, indemnification, and governing law.

14.5 No Liability for Termination

The Company shall not be liable to You or any third party for damages or losses resulting from termination in accordance with these Terms.

15. Monitoring Rights

The Company shall have the right, but not the obligation, to monitor access to or use of the Platform to ensure compliance with these Terms or applicable laws, at its sole discretion. This includes maintaining audit logs of permission-gated actions and usage metrics.

16. Assignment

The Company may assign all or part of its rights or duties under these Terms without such assignment being considered a change to these Terms and without notice to You, except to the extent required by law. You may not assign Your rights or obligations under these Terms without the Company's prior written consent.

17. Changes to These Terms

We reserve the right to modify or replace these Terms at any time. If a revision is material, We will provide at least 30 days' notice prior to new terms taking effect. Your continued use of the Service after changes become effective constitutes acceptance of the revised terms. You remain responsible for reviewing Terms updates periodically.

18. Governing Law and Dispute Resolution

18.1 Applicable Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, United States, without regard to its conflict of law principles.

18.2 Exclusive Jurisdiction

Any disputes, claims, or legal proceedings arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of the State of Florida.

18.3 Venue Waiver

By using the Platform, You agree to submit to the jurisdiction stated above and waive any objection to the venue or jurisdiction of such courts.

19. Contact Us

If you have any questions about these Terms and Conditions, You can contact us:

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