Skip to main content

Using the Cirra AI MCP Server

Once you have successfully connected to a Salesforce org, you're ready to use the MCP server!

Overview​

To get a sense for what Cirra AI can do, type a prompt like "What can Cirra AI do?", which will give you a comprehensive list of capabilities:

Capabilities overview

You can also ask "Show me some sample Cirra AI prompts":

Sample prompts

You can also ask for more detailed instructions and sample prompts for each of the capabilities.

Switching between Salesforce orgs​

The MCP Server is always connected to (at most) one Salesforce org at a time.

You can view and manage the connected orgs, and switch the currently active one at https://app.cirra.ai/mcp

You can also do this from inside your AI client by asking the LLM:

  • What Salesforce orgs are connected?
  • Please switch to the org with username xyz
  • Please connect to a new org with username xyz

Switching between Cirra AI teams​

In additional to your personal account, your Cirra AI user can belong to zero or more teams.

See Managing teams for details on creating teams, or switching between them

You can ask the LLM: What Cirra AI team am I connected with?

Tips and tricks​

Effective prompting​

If you see your LLM going through multiple steps before either arriving at the right solution, or giving up and recommending a manual approach, it may help to:

  • explicitly ask the LLM to "research the question" before providing an answer
    This (for Claude at least) will prompt it to do a web search and base a response on those findings.
  • Add a small snippet of text in your prompt to point it in the right direction.
    If you have insight that will help the LLM focus in the right area, you can add this to the prompt. You can also collect hints that you use frequently in a project (as explained below) to avoid repeating yourself.

There is a list of additional tips under Use connectors in conversations in the online documentation for ChatGPT

Use of Projects​

Claude and ChatGPT provide a Projects feature which is very helpful in organizing information and instructions specific to a task. Other LLM providers have similar features.

We recommend using one or more projects for your use of the Cirra AI MCP server. You can use these to upload specific instructions related to the Salesforce org(s) you are working with, as well as general guidance that helps the LLM perform well in your context. This allows you to write shorter prompts while still benefiting from detailed guidance.

Use of multiple MCP servers​

If you use multiple MCP servers in your LLM setup, it may get confused which one you intend to use for a specific request.

In this case it helps to mention "Salesforce" or "Cirra AI" in the prompt, as in "List all custom fields on the Salesforce Lead object" or "Use Cirra AI to list all custom fields on the Lead object"

Setup page links​

If you want to see any artifact in Salesforce setup, simply ask the LLM to "show me a setup link for XYZ" (coverage is not 100% yet)

Use in production orgs​

We recommend trying the MCP server with a sandbox or developer/scratch org until you are comfortable with the behavior. You can also use the Project feature described above to collect specific guidance on what to do (or not to do) in production orgs.