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The legacy in-app chat is retired. The ApexGenius web workspace now manages the account and project context that your connected AI client uses. Use the workspace to:
  • connect or reconnect Salesforce
  • select the intended organization and project
  • sync and inspect metadata
  • review staged files and supported activity
  • manage AI client connections and account settings
To ask questions or run tools, connect Claude, ChatGPT, Codex, Cursor, VS Code, or another compatible MCP client.

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Browse loaded metadata

  1. Open the Salesforce project you intend to use.
  2. Open its metadata area.
  3. Browse or search the components returned by the latest sync.
  4. Re-sync after a material Salesforce change so the workspace reflects the current org.

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Ask from your AI client

Once the ApexGenius MCP connection is enabled in your AI client, ask in natural language. Some examples: Discovery
  • “How many Flows do we have?”
  • “List all custom objects”
  • “Show me validation rules on the Account object”
Analysis
  • “Explain what the AccountTriggerHandler does”
  • “How does the VoiceAIHandler class work?”
Relationships
  • “Where is the AMD_Credentials__mdt custom metadata type used?”
  • “Find all Flows that reference the Account object”
Data
  • “What are the most recent Opportunities created?”
  • “Find all Accounts in the Healthcare industry”
Name the project and task.Instead of “show me Flows”, try “in the selected sandbox project, show me screen Flows related to patient intake.” Specific scope helps the client choose the right tools and context.

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Next steps

Set up MCP

Connect your preferred AI client.

Troubleshooting

Fix common connection, metadata, and MCP issues.
Last modified on August 28, 2026