AI for Salesforce consultants and admins

Run your whole Salesforce org from Claude & ChatGPT

Merge duplicates, backfill records, build reports, fix Flows, and deploy Apex from whichever AI tool is already open on your screen. One flat price the business can budget, and nothing ships until a person approves it.

Start Free

Free for 7 days.

Any MCP client
All your orgs
ClaudeClaude
ChatGPTChatGPT
ApexGeniusApexGenius
MCP Server
Prod orgProd org
SandboxSandbox
Client AClient A
Client BClient B
Dev orgDev org

What ApexGenius unlocks in Claude & ChatGPT

Answer any org question
Analyze process bottlenecks
Document business processes
Build reports & dashboards
Create Jira tickets from findings
Map data model & dependencies
Audit security & sharing
Explain any Flow or Apex
Query & fix records
Update Flows & Apex
Validate & deploy safely
Plan a migration or cleanup

Managed Salesforce MCP

A managed Salesforce connection for every org you work in

Connect each authorized org once. ApexGenius keeps routine OAuth access ready and makes the same projects available from Claude, ChatGPT, Cursor, VS Code, and other MCP clients.

ApexGeniusClaude
✕ The old way

Wire every AI tool to every org by hand.

ClaudeClaude
ChatGPTChatGPT
Prod orgProd org
SandboxSandbox
Dev orgDev org
✓ With ApexGenius

One key. Any client → ApexGenius → all your orgs.

ClaudeClaude
ChatGPTChatGPT
Prod orgProd org
SandboxSandbox
Dev orgDev org
MCP MCP
ApexGeniusApexGenius
Hosted and managed

No MCP server to build, host, patch, or keep authenticated. ApexGenius runs the connection for you.

Built for multi-org work

Keep production, sandboxes, and authorized client orgs as explicit projects, then select the right one for each task.

Read, write, and deploy

Query records, inspect metadata, stage supported changes, validate with tests, and deploy only when you approve.

Project-scoped access

ApexGenius checks project access, Salesforce applies the authorized credential, and write actions stay clearly labeled.

Everything you can ask for

Understand your org
  • Explain a retrieved Flow, trigger, or Apex class
  • Document business processes in plain English
  • Search staged source for references
  • Describe selected objects and fields
Build & ship
  • Stage Apex, trigger & LWC source
  • Stage Flow source changes
  • Deploy to prod or sandbox
  • Validate metadata before deployment
Records & queries
  • Query records in plain English
  • Select only the fields you need
  • Create, update & delete records
  • Run anonymous Apex with debug output
Automate & operate
  • Read & search project documentation
  • Stage validation rules & permission sets
  • Work across authorized projects
  • Run it from Claude or ChatGPT
See how MCP works →

7-day free trial · then $25/month for your first month · $50/month after.

The business case

What changes for the business

AI adoption usually stalls on three questions: what will it cost, who approves what it does, and when do we see results. Here is the answer to all three.

A budget, not a meter

One flat price per user. No per-action credits, no usage anxiety, and testing in sandbox costs the same as thinking. Finance signs off once.

See pricing →

The backlog moves same-day

Requests that waited for a sprint — a field, a report, a Flow fix — get staged, validated with tests, and deployed the day they are asked for.

How admins use it →

Governed by design

A person approves every deployment. Salesforce permissions and sharing rules are enforced on every call, and write actions are labeled for confirmation.

Security model →

Answers without the queue

Leaders ask live pipeline and renewal questions in plain English and get current answers, without filing a report request and waiting a week.

For leaders →
Why is this deal stuck?
What fires on Lead conversion?
Document every business process in plain English
Why did this automation stop?
Pipeline broken down by source
Set up lead routing automatically
Query the QBR pipeline
Ramp up on a new org in hours
Answer the ticket in 2 minutes
Renewal risk by account owner
Audit every validation rule
Audit-ready docs for every validation rule
Ship the change without a dev
No more waiting on Setup
Encrypted by default
Authorized projects in one place
Why is this deal stuck?
What fires on Lead conversion?
Document every business process in plain English
Why did this automation stop?
Pipeline broken down by source
Set up lead routing automatically
Query the QBR pipeline
Ramp up on a new org in hours
Answer the ticket in 2 minutes
Renewal risk by account owner
Audit every validation rule
Audit-ready docs for every validation rule
Ship the change without a dev
No more waiting on Setup
Encrypted by default
Authorized projects in one place

From a question to a working answer, in one conversation

Stop waiting on a developer to explain your org. ApexGenius connects directly to your live Salesforce instance and gives you real answers, real changes, and real documentation — on demand.

Ask

Why is pipeline leaking? What fires on Lead conversion? Get the answer in seconds — not a ticket, not a Slack thread, not a meeting.

Build

Describe the Salesforce metadata you need. Your AI client can stage source, validate it without deployment, and invoke a deployment write action when requested.

Document

Generate and store plain-English documentation from selected stored or live metadata for audits, consultant handoffs, and onboarding.

Fix

Something broke — an email that never sent, an assignment rule that stopped firing. Get the exact cause and the fix without digging through debug logs.

Ask

Get answers about your business without filing a ticket

Ask how your org actually runs, in plain English. See what happens from new lead to closed deal, which automations fire, and where your numbers come from. No clicking through Setup menus.

Task-specific answersSearch component referencesProject metadata inventoryPlain-English explanations
Ask demo
Build

Stage the metadata change you need, without clicking through Setup

Describe a metadata change in plain English, such as a new field, Flow step, or Apex class. Your AI client can write staged source, read it back, run a validate-only check, and invoke a deployment when requested.

Stage Salesforce metadataValidate without deployingWrite Apex, Flow & LWC sourceTrack deployment status
Build demo
Understand

Get plain-English documentation from selected business-process metadata

Ask how a process works and your AI client can search stored metadata or request selected current components, then save the documentation you ask it to create. Coverage depends on the metadata available to the authorized project.

Document selected Flows and triggersStore project documentationSearch indexed sourceSupport handoffs and onboarding
Understand demo
Fix

Find out why something broke

Describe the problem in plain English. Your AI client can inspect relevant metadata, grep staged source, query selected records, or run anonymous Apex and return debug output to help investigate.

Inspect relevant sourceSearch component referencesQuery task-specific recordsRun anonymous Apex with debug output
Fix demo

See It In Action

Watch how ApexGenius combines data and metadata intelligence to transform your Salesforce workflow.

Data Intelligence

Query and analyze your Salesforce data

  • AI-powered SOQL generation
  • Natural language data queries
  • Instant results and insights

Metadata Analysis

Understand your org's architecture instantly

  • Deep code understanding
  • Relationship mapping across components
  • Complete dependency analysis

Built for every Salesforce professional

Consultants

Onboard to new orgs 10x faster. Generate documentation automatically and impress clients with deep insights.

Solo Admins

Understand what your predecessor built. Get answers when there's no one to ask.

Developers

Navigate codebases instantly. Understand legacy code, map dependencies, and write better Apex.

Agencies

Standardize knowledge across teams. Onboard new members faster and scale client delivery.

Security your Salesforce team can trust.

ApexGenius is built security-first, from how we connect to your org to how every sensitive action is handled.

View security details

Encrypted by default

Your data is encrypted at rest, with added protection available for sensitive orgs.

Protected credentials

Your Salesforce and integration credentials are stored securely, never as plain text.

Isolated by organization

Every organization’s data and access stay separated and protected at each layer.

Full audit trail

Sensitive actions are recorded, so you always have a clear history of what happened.

Transparent pricing for Salesforce consultants and admins

Try the full Salesforce MCP free for 7 days. Then pay $25/month for your first month and $50/month after.

Most Popular

ApexGenius MCP

$50$25/month per user

first month, then $50/month · first 7 days free

Full Salesforce admin and developer capabilities in the AI tools you already use: read and write records, author and deploy metadata, document the org. Free for your first 7 days.

  • Full read-write records: query, create, update, delete
  • Author & deploy metadata: Apex, Flows, LWC, objects, fields
  • Build reports, validate changes, run anonymous Apex
  • Documentation & org audit generated from the real org
  • MCPUnlimited MCP usage — Claude, ChatGPT, VS Code, Cursor
  • 2 Salesforce orgs included; add orgs for $10/mo each or go unlimited for $30/mo
  • Managed Salesforce OAuth with automatic token refresh
  • 7-day unlimited free trial
  • Email support
Start Free Trial

Want the ApexGenius Chat assistant for your team? Contact sales →

Frequently Asked Questions

ApexGenius can search or read selected stored and live Salesforce metadata, return relevant source to your AI client, and save documentation you ask it to create in project documentation storage. Completeness depends on the metadata selected and available to the authorized project.

Connect through Salesforce OAuth or upload metadata files. ApexGenius can store project metadata, search-index entries, and embeddings for later search. Your AI client can search that index, fetch selected source and details, or request current metadata from an authorized Salesforce project.

ApexGenius uses encrypted infrastructure storage, TLS, database and application authorization controls, encrypted credential vault storage, and content-minimized audit logs. Tool results go to the AI client you choose, and optional providers process the feature-specific data listed in the Privacy Policy. No security measure eliminates every risk.

The free trial connects one Salesforce org. ApexGenius MCP includes 2 Salesforce orgs, say production plus a sandbox. Add orgs for $10/month each or go unlimited for $30/month, self-serve from Settings → Billing.

You can cancel a subscription at any time. Cancellation stops future billing but does not itself delete your account or stored project content. Delete project content separately or submit a verified account-deletion request; the Privacy Policy lists category-specific retention periods.

An ApexGenius MCP connection gives a compatible AI client declared tools for task-specific SOQL, schema description, stored or live metadata, staged files, anonymous Apex, and deployment. The client receives only the inputs and outputs selected for the operation, rather than automatically receiving the whole org.

Yes. Your AI client can stage Apex, Flow, or other metadata, read the staged source, run a validate-only deployment when requested, and invoke the deployment write tool after any confirmation the client requires. ApexGenius does not promise a separate preview screen for every deployment.

Stop waiting on someone to explain your org.

Connect an authorized Salesforce project and work with selected records, metadata, staged source, and deployments in plain English.

Used by RevOps leaders, admins, developers, consultants, and PMs.

Start FreeBook a Demo

Free for 7 days.