Before you ask
Confirm these items in the ApexGenius workspace:- the intended provider shows as connected and healthy
- the correct Salesforce project is available if the request uses Salesforce
- the AI client has completed browser authorization
- ApexGenius is enabled in the current conversation
Use the verification prompt
1
Watch tool discovery
The AI client starts with the three public ApexGenius tools and searches for the operation that matches the request.
2
Confirm the project
Check the project name and environment in the response. Stop if the result comes from the wrong production org or sandbox.
3
Check the evidence
A useful answer names the matching Flows or states clearly that none were found. It should not claim a change was made.
4
Ask one follow-up read
Choose a returned Flow and ask ApexGenius to fetch and explain its current source or metadata.
Other safe first reads
List the Salesforce projects available to me.List the active providers connected to my ApexGenius account.Describe Opportunity and return only the field names, types, and updateability.List my n8n workflows without running or changing any of them.Search Confluence for the deployment runbook without updating any page.
What a passing check proves
A successful result proves that the client can reach the ApexGenius endpoint, the OAuth grant maps to your account, the provider is discoverable, and the selected read operation can return authorized data. It does not prove that write confirmation, downstream automation, or deployment behavior is safe. Test those paths separately with an explicit target, expected effect, rollback, and human review.Understand the request path
See each authorization and policy boundary.
Review every public tool
Read the progressive discovery contract.