> ## 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 an AI client

> Add the hosted ApexGenius MCP endpoint to a compatible AI client, authorize in the browser, and verify one safe read.

Every supported client uses the same hosted ApexGenius endpoint:

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

The endpoint uses streamable HTTP and browser-based OAuth. You paste the URL, sign in to ApexGenius when the browser opens, and approve the client. ApexGenius does not issue a static key for this connection.

<Warning>
  **Use the product gateway, not the docs search server.** `server.autom8.pro/mcp` reaches your authorized business systems. `docs.apexgenius.ai/mcp` searches public documentation only.
</Warning>

## 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

<Columns cols={2}>
  <Card title="Claude" icon="message-circle" href="./connect-claude">Add a custom connector and approve ApexGenius.</Card>
  <Card title="ChatGPT" icon="message-square" href="./connect-chatgpt">Create a custom MCP app where your plan and workspace allow it.</Card>
  <Card title="Codex" icon="terminal" href="./connect-codex">Add the endpoint with the Codex CLI or `config.toml`.</Card>
  <Card title="Cursor" icon="mouse-pointer-2" href="./connect-cursor">Add a remote server in Cursor MCP settings.</Card>
  <Card title="VS Code" icon="code-2" href="./connect-vscode">Add an HTTP server in `mcp.json`.</Card>
</Columns>

## What authorization does

<Steps>
  <Step title="The client discovers the protected resource">
    The client reads the ApexGenius OAuth metadata associated with the MCP endpoint.
  </Step>

  <Step title="Your browser opens ApexGenius">
    Sign in to your ApexGenius account. Do not enter those credentials into the AI client's MCP configuration.
  </Step>

  <Step title="You approve the client">
    The resulting grant is tied to your ApexGenius account and its current connections.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Verify the connection

Open a new conversation with ApexGenius enabled and ask:

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

For a connected Salesforce project, the client should discover the relevant read operation and return matching components. Check that the named project and org are the ones you intended.

<Tip>
  Start with a read. Before a write, confirm the target project, record or component, expected effect, and the confirmation behavior of your client.
</Tip>

## If your client is not listed

Use the client's native configuration for a remote streamable HTTP MCP server. Set the URL to `https://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.

For route, metadata, and connection-specific fixes, use [Common issues](../troubleshooting/common-issues).