Skip to main content

About the Cirra AI MCP Server

The Cirra AI MCP Server lets you manage your Salesforce org directly from inside AI clients like Claude or ChatGPT using the new and popular Model Context Protocol (MCP) standard.

What You Can Do

You can perform a wide range of admin tasks like:

User & Permission Management

  • Users: Create, update, describe, and manage Salesforce users
  • Profiles: Create, clone, update, and manage user profiles
  • Permission Sets: Create, update, assign, and manage permission sets
  • Groups, Queues and Roles: Create and manage public groups, queues and roles

Salesforce Object Management

  • Custom Objects: Create, update, describe, and delete custom Salesforce objects
  • Fields: Create, update, describe, and delete fields on any Salesforce object
  • Relationships: Manage lookup and master-detail relationships between objects
  • Page Layouts: Create, clone, update, and manage page layouts
  • Value Sets: Create and manage global and standard picklist value sets
  • Business Processes: Configure and manage business processes
  • Record Types: Create and configure record types

Metadata and Data Operations

  • Queries: Run SOQL, Tooling API and Metadata API queries
  • DML Operations: Insert, update, delete, and upsert records

Automation

  • Flows: Create, update, and delete flows
  • Email Templates: Create, update, and delete email templates

Code Development

  • Apex Classes: Create, update, and delete Apex classes
  • Apex Triggers: Create, update, and delete triggers

Analysis

  • Analysis: Analyze Salesforce metadata and data

AI clients and models

The MCP standard allows you to use the Cirra AI MCP server from a wide range of clients (see https://modelcontextprotocol.io/clients for an updated list).

To learn more about MCP please refer to https://modelcontextprotocol.io/introduction.

We have tested with the following clients:

  • Claude AI (web) -- requires Pro subscription
  • Claude Desktop -- requires Pro subscription
  • ChatGPT 5 (web) -- requires Plus subscription
  • VS Code (IDE) -- requires access to GitHub Copilot
  • Cursor (IDE) -- requires Cursor subscription

But other MCP-compatible clients may also work.

Full setup instructions for each are provided in the Connecting to your AI client section.

tip

You will need a paid subscription to an AI client or model API (see the list above) for sustained use of Cirra AI.

Cirra AI works with a range of clients and models, which is ever expanding along with the MCP landscape.

As of now, among web-based clients:

  • We feel Claude AI provides the best web-based experience, especially when using Cirra AI alongside other MCP servers.
  • ChatGPT support for MCP is fully functional -- although it is still quite new and has some known inconveniences.
  • Other web clients (Gemini, Grok) do not suppport remote MCP servers yet (although there may be 3rd party plugins)

When used from an IDE we recommend starting with a leading model like claude-4-sonnet or gpt-5 (or use Auto mode), and (if necessary) experimenting with other models to find the best price/performance ratio.