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ApexAgent

An AI agent and an MCP server for Salesforce. No Agentforce license. No Flex Credits.

Let Claude or ChatGPT work with your Salesforce data, and give your users a chat assistant inside Salesforce. Open source, built in plain Apex.

Install ApexAgentRead the docsView on GitHub
Claude
Claude answering “What open cases does Northwind Traders have in Salesforce?” with a table of four cases, after searching and querying Salesforce through ApexAgent.
Salesforce
The Cases list for the Northwind Traders account in Salesforce, showing the same four cases that Claude listed.
Ask in Claude, and it works in your Salesforce org as you: finding, reading, creating and updating records. Add your own tools and it can do anything Apex can.

Two ways to use it.

Want Claude or ChatGPT to work with Salesforce? Set up the MCP server. Want a chat assistant inside Salesforce? Set up the agent. They draw on the same set of tools, and you can use either one without the other.

MCP server

Lets AI apps like Claude and ChatGPT read and update your Salesforce data. MCP is the open standard they use to call tools hosted elsewhere, here your org.

Users sign in with
Their own Salesforce login, from the client.
Set up the MCP server

Agent

A chat assistant inside Salesforce, in the utility bar. The starter agent is called Lumen, and you can reshape it or add your own.

Users sign in with
Nothing extra. They are already in Salesforce.
Set up the agent

Why ApexAgent.

MCP server

No Flex Credits
Salesforce’s own MCP servers are for Flex Credit customers. This one uses your org’s ordinary API requests.
Costs nothing to run
The model belongs to the app each person already uses, such as Claude or ChatGPT.
You choose the tools
Each server exposes only the tools you give it, including ones you write.

Cost to run

Salesforce MCPFlex Credits
ApexAgent$0

Salesforce has not yet published its rate for hosted MCP usage.

Compare with Salesforce Hosted MCP Servers

Agent

No Agentforce license
Agentforce is billed by usage. This agent runs on Apex you deploy.
You pay the model’s price
You pay your AI provider for what you use. Nothing is added per action.
Works with your provider
Use the AI provider your company already has, under the data retention agreement already in place.

Cost of one question

Agentforce$0.17
ApexAgent$0.009

About 18× less on a low-cost model. ApexAgent: the average of 139 logged questions on Gemini Flash. Agentforce: 20 Flex Credits an action.

Compare with Agentforce
Lumen, the starter agent, in the Salesforce utility bar, answering the same question with a list of four open cases.
Lumen answers the same question inside Salesforce.

Set it up in three steps.

About 15 minutes. The install guide covers what you need first and walks through each step.

Works in Developer, Enterprise, Performance and Unlimited Edition orgs.

Start the install guide

  1. Deploy

    From a terminal or VS Code, into an org where you are an admin.

  2. Run setup

    One script creates the starter agent, Lumen, the MCP server and the ten tools.

  3. Connect

    Add Claude or ChatGPT as an MCP client, or add a model provider key for the agent.

Your data, your rules.

An AI model only ever sees what answers the question, and only data that user may see. It goes to the provider you choose, under the agreement you already have with them.

Who sees what
Every tool that touches records runs as the signed-in user. Sharing rules, object permissions and field-level security all apply.
The audit trail
Every tool call and agent conversation is saved in your own org. Users see their own, admins see all. ApexAgent stores nothing anywhere else.
Where data goes
Only to the AI provider you choose. Whether they keep it is set by your agreement with them, such as the zero data retention terms most enterprises already have.
What an AI can do
Only what you allow. You pick the tools each agent and MCP server may use.
Read how your data is protected

Configured with records, not code.

Each of these is a record in ApexAgent's Setup Portal app. Change what an agent is told and it applies from the next message, with nothing to deploy.

Tools
Ten included, for finding, reading and saving records. Add your own with one Apex class.
Agents
As many as you need, each with its own name, look, instructions and model.
MCP servers
More than one, each with its own set of tools. Keep one read-only, for example.

See the ten toolsAdd your own toolCustomise an agent

Open source, MIT licensed.

All of ApexAgent is on GitHub. Read the code before you deploy it, change it to fit your org, and send back what you fix.

View on GitHubReport an issueHow to contribute

ApexAgent is open source under the MIT license.

Not affiliated with or endorsed by Salesforce. Salesforce and Agentforce are trademarks of Salesforce, Inc.