Before you connect
- Create or sign in to an ApexGenius account.
- Connect at least one supported business system.
- For Salesforce work, create the intended project and authorize the correct production org or sandbox.
- Confirm your AI client supports a remote streamable HTTP MCP server and OAuth.
Choose your client
Claude
Add a custom connector and approve ApexGenius.
ChatGPT
Create a custom MCP app where your plan and workspace allow it.
Codex
Add the endpoint with the Codex CLI or
config.toml.Cursor
Add a remote server in Cursor MCP settings.
VS Code
Add an HTTP server in
mcp.json.What authorization does
1
The client discovers the protected resource
The client reads the ApexGenius OAuth metadata associated with the MCP endpoint.
2
Your browser opens ApexGenius
Sign in to your ApexGenius account. Do not enter those credentials into the AI client’s MCP configuration.
3
You approve the client
The resulting grant is tied to your ApexGenius account and its current connections.
4
The client loads three public tools
The gateway exposes search, read-call, and write-call routing tools. It discovers the exact inner operation only when a task needs it.
Verify the connection
Open a new conversation with ApexGenius enabled and ask:If your client is not listed
Use the client’s native configuration for a remote streamable HTTP MCP server. Set the URL tohttps://server.autom8.pro/mcp and use OAuth. Do not copy a JSON shape from another client because top-level keys differ between clients.
If the client cannot complete remote OAuth, do not work around it by pasting account credentials or tokens into a config file. Use one of the supported client paths above.
Troubleshooting
- The browser never opens. Confirm the client supports OAuth for remote MCP servers and that the URL ends in
/mcp. - Authorization completes but tools are missing. Reopen the client or start a new conversation, then confirm ApexGenius is enabled for that conversation.
- A tool cannot find a provider. Open ApexGenius Connections and verify the provider is connected, healthy, and available to your account.
- A Salesforce result comes from the wrong environment. List projects, then select the intended production or sandbox project before continuing.
- The route returns an access message. Open ApexGenius Settings to review the account state or contact support. The connection configuration can remain in place.