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Managing your Cirra AI account

Managing your subscription​

You can see your subscription status at https://app.cirra.ai/mcp

In all cases, you will see:

  • The type of plan and status of your subscription
  • the number of credits you have used
  • your total credits allowance for the current period
  • the date on which the credit allowance will reset

If your credits have run out you will not be able to use the MCP Server until you activate your subscription and/or purchase additional credits.

Activating a Professional plan​

There are slight differences depending on whether you are currently on a free trial or a free plan.

Converting from a free trial​

If you are on a free trial, activate your paid subscription by clicking the Activate subscription link:

Subscription status - free trial

Then, select your preferred billing cycle (Monthly or Annual) and click Continue

Select Professional Plan term

On the next page, enter your payment method, and click Add

Add payment method

Finally, click Confirm and Activate to submit payment and start your subscription.

Confirm Professional Plan activation

Converting from a free plan​

If your trial has ended and you are on the free plan:

Click the Activate subscription link

Subscription status - activate free plan

Select your preferred billing cycle (Monthly or Annual) and click Continue

Select Professional Plan term

On the next page, enter your payment method, and click Subscribe to start your subscription.

Select Professional Plan payment

Setting up a Team plan​

A team plan lets you share credits with all of the users on your team.

To sign up for a team plan:

  • Create a team as explained under Creating a team

  • Switch to the team

    New team on Free Plan

  • Click the Activate subscription link

  • Select your preferred billing cycle (Monthly or Annual) and click Continue

  • On the next page, enter your payment method and complete the checkout

note

If you previously had a paid Professional subscription and you want to move to the Team plan, you can cancel your Professional subscription to avoid getting charged twice.

Managing an active subscription​

Viewing the subscription details​

Click the Manage subscription link to view and manage your subscription.

Manage subscription

You can:

  • Update your payment method and other information
  • View your upcoming payments and invoice history
  • Update your subscription to switch between monthly and annual plans
  • Cancel your subscription

Add or reduce credits​

Click the Manage credits link to add or reduce extra credits on top of the base allowance that comes with your subscription.

When you change the number of credit upgrade packs, you will be shown the impact on your subscription payment, both the amount immediately charged (for increases) and the future renewal amount.

Purchase credits

To apply the updates, check the box and then click Update subscription.

Managing teams​

In addition to your personal account, your Cirra AI user can belong to one or more teams.

A team has a separate subscription and allows you to share credits with other users.

Users in a team also have their own set of connected Salesforce orgs. Orgs are currently not shared between team members (sharing options will be released soon).

Teams are managed on the Cirra AI dashboard at https://app.cirra.ai/settings/teams

Creating a team​

To create a new team:

The new team will appear in the list

Teams

You will always be the initial Owner of the team.

From the Actions drop down you can:

  • Manage the users on the team
  • Delete the team

Managing team users​

When you add users to the team they will see the team next time they log in with the email that was used in the invitation.

Users can be in one of three roles:

  • Owner: has full access to the team including its subscription
  • Admin: can add and remove others users (except owners)
  • Member: can use the shared credits for the team

Switching between teams​

To switch between Cirra AI teams that you have access to, navigate to https://app.cirra.ai/mcp and select a different team from the drop down. You can also select your personal account.

Select team

After you switch teams the MCP Server will automatically use the orgs and credits for the selected team.