# ApexGenius

> Connect Claude, ChatGPT, Codex, Cursor, and other MCP clients to authorized Salesforce and business-system operations through one managed gateway.

- [Run your business systems from the AI you already use](https://docs.apexgenius.ai/getting-started/introduction.md): Connect an AI client to authorized Salesforce and business-system operations through one managed ApexGenius gateway.
- [Connect an AI client](https://docs.apexgenius.ai/guides/mcp-setup.md): Add the hosted ApexGenius MCP endpoint to a compatible AI client, authorize in the browser, and verify one safe read.
- [Send the first safe request](https://docs.apexgenius.ai/guides/first-safe-request.md): Prove the AI client, ApexGenius account, Salesforce project, and read path before attempting a write.
- [Connect Claude](https://docs.apexgenius.ai/guides/connect-claude.md): Add ApexGenius as a custom connector in Claude, authorize your account, and verify a safe Salesforce read.
- [Connect ChatGPT](https://docs.apexgenius.ai/guides/connect-chatgpt.md): Create an ApexGenius MCP app in ChatGPT developer mode, authorize it, and test one safe read.
- [Connect Codex](https://docs.apexgenius.ai/guides/connect-codex.md): Add the hosted ApexGenius server to Codex, complete OAuth, and verify the connection from the CLI or IDE extension.
- [Connect Cursor](https://docs.apexgenius.ai/guides/connect-cursor.md): Add ApexGenius to Cursor with its native MCP configuration, authorize your account, and verify a safe read.
- [Connect VS Code](https://docs.apexgenius.ai/guides/connect-vscode.md): Add ApexGenius as an HTTP MCP server in VS Code, authorize it, and verify a safe request in Chat.
- [Connect Salesforce](https://docs.apexgenius.ai/getting-started/connect-salesforce.md): Create a Salesforce project and authorize one production org or sandbox through Salesforce OAuth.
- [Loading Metadata](https://docs.apexgenius.ai/getting-started/load-metadata.md): Sync your Salesforce org's metadata so ApexGenius can analyze it.
- [Using the Web Workspace](https://docs.apexgenius.ai/getting-started/using-chat.md): Manage Salesforce connections, projects, metadata, files, and activity before working from your AI client.
- [Reports and Dashboards: Current Availability](https://docs.apexgenius.ai/guides/reports-and-dashboards.md): Create Salesforce reports and dashboards through ApexGenius MCP metadata tools, or use the separate web Report Builder available by request.
- [Salesforce connection model](https://docs.apexgenius.ai/integrations/salesforce-connection.md): Understand the Salesforce project boundary, production and sandbox authorization, and token revocation.
- [Business-system connection guides](https://docs.apexgenius.ai/integrations/provider-connections.md): See what each ApexGenius connection requires, where it is scoped, and which vendor documentation remains authoritative.
- [Connect n8n](https://docs.apexgenius.ai/integrations/n8n.md): Connect one n8n Cloud or reachable self-hosted instance with its URL and public API key.
- [Connect Confluence](https://docs.apexgenius.ai/integrations/confluence.md): Authorize an Atlassian account and keep Confluence spaces separate from Salesforce project context.
- [Connect Jira](https://docs.apexgenius.ai/integrations/jira.md): Authorize an Atlassian account and understand how Jira projects remain provider-native gateway resources.
- [Connect HQ Rental](https://docs.apexgenius.ai/integrations/hq-rental.md): Gather the HQ tenant details, verify the credential pair, and enable an HQ Rental tenant in the ApexGenius private preview.
- [Connect Google Ads](https://docs.apexgenius.ai/integrations/google-ads.md): Authorize a Google account and enable the specific Google Ads customer accounts that the private-preview gateway can reach.
- [Connect Google Search Console](https://docs.apexgenius.ai/integrations/google-search-console.md): Authorize a Google account and enable the exact Search Console properties available to the private-preview gateway.
- [Connect Google Analytics](https://docs.apexgenius.ai/integrations/google-analytics.md): Authorize read-only GA4 access, choose properties, and query standard or realtime reports through the ApexGenius gateway.
- [Connect Google Workspace](https://docs.apexgenius.ai/integrations/google-workspace.md): Connect the everyday Google suite through official hosted MCP servers and Google REST APIs.
- [Connect Upwork](https://docs.apexgenius.ai/integrations/upwork.md): Authorize Upwork's official hosted MCP server through the ApexGenius private-preview gateway.
- [Connect Apollo](https://docs.apexgenius.ai/integrations/apollo.md): Authorize an Apollo workspace through Apollo's official MCP server and understand the private-preview credit and scope boundary.
- [Connect Notion](https://docs.apexgenius.ai/integrations/notion.md): Authorize a Notion workspace through Notion's official hosted MCP and understand its broad workspace permission boundary.
- [Connect Blotato](https://docs.apexgenius.ai/integrations/blotato.md): Authorize Blotato's hosted MCP for governed publishing, engagement, analytics, automation, media, and scheduling.
- [Connect HighLevel](https://docs.apexgenius.ai/integrations/gohighlevel.md): Understand the planned ApexGenius private-preview boundary for HighLevel's official MCP server.
- [How the MCP Connection Works](https://docs.apexgenius.ai/concepts/how-mcp-works.md): The ApexGenius MCP request path, authorization boundary, operational data, and current write-audit scope.
- [Orgs, Projects & Workspaces](https://docs.apexgenius.ai/concepts/orgs-and-projects.md): How ApexGenius organizes your work, what an Organization is, what a Project is, and how they map to Salesforce orgs.
- [The Soul Doc](https://docs.apexgenius.ai/concepts/soul-doc.md): A managed-workspace profile that can summarize a Salesforce org's business context, automation, data model, and risk areas.
- [MCP Tool Reference](https://docs.apexgenius.ai/reference/mcp-tools.md): How ApexGenius discovers and runs operations for Salesforce and connected apps.
- [Access and Account Limits](https://docs.apexgenius.ai/reference/plans-and-limits.md): Where to confirm your ApexGenius access, project allowances, and account state.
- [Common Issues](https://docs.apexgenius.ai/troubleshooting/common-issues.md): Fixes for Salesforce connection, metadata sync, workspace, and MCP problems.