> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apexgenius.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude

> Add ApexGenius as a custom connector in Claude, authorize your account, and verify a safe Salesforce read.

Claude connects to ApexGenius through one hosted MCP endpoint:

```text theme={"system"}
https://server.autom8.pro/mcp
```

You do not need to add a static API key or run a local server. Claude opens ApexGenius in your browser to authorize the connection.

## Individual setup

<Steps>
  <Step title="Open Claude connectors">
    In Claude, go to **Customize**, then **Connectors**.
  </Step>

  <Step title="Add the custom connector">
    Select **+**, then **Add custom connector**. Name it `ApexGenius` and paste `https://server.autom8.pro/mcp` as the remote MCP server URL.
  </Step>

  <Step title="Keep the OAuth fields empty">
    Do not enter an OAuth client ID or client secret in Advanced settings. Add the connector so Claude can use the authorization information published by ApexGenius.
  </Step>

  <Step title="Connect your ApexGenius account">
    Select **Connect**. In the browser window, sign in to ApexGenius and approve Claude. Return to Claude after authorization completes.
  </Step>

  <Step title="Enable ApexGenius in the conversation">
    Open a conversation, select **+**, then **Connectors**, and turn on ApexGenius for that conversation.
  </Step>
</Steps>

## Team and Enterprise setup

An Owner or Primary Owner first adds the connector from **Organization settings**, then **Connectors**. Select **Add**, hover over **Custom**, choose **Web**, and enter the same ApexGenius endpoint. Leave the optional OAuth client fields empty.

Each member then goes to **Customize**, then **Connectors**, finds ApexGenius, and selects **Connect** to authorize their own account. Do not share one person's authorization with the team.

## Verify the connection

Start with a request that reads Salesforce metadata without changing it:

```text theme={"system"}
Which active Flows touch Opportunity?
```

Confirm the response refers to the intended Salesforce project and production org or sandbox. If Claude cannot see ApexGenius, reopen the connector list and confirm it is enabled for the current conversation.

<Warning>
  Before approving a write, read the proposed target and effect in Claude's confirmation screen. Stop if the project, provider, record, or component is not the one you intended.
</Warning>

For Claude's current interface and workspace controls, see [Anthropic's custom connector guide](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp).