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Verifying your setup

To confirm that the setup is correct, go to your AI client and ask: "What Salesforce org am I connected to with Cirra AI?".

You should see something like:

Successful connection verification

On some clients you may only see the text below the UI widget.

If the org or team are not correct, just ask the AI to switch it. You can also do it manually:

If this is not the right user, you should disconnect the MCP Server and reconnect

If for some reason it does not appear, you can be more explicit and prompt the LLM with init Cirra AI.

Make sure the correct tools are enabled​

If you have issues, first make sure the correct tools are enabled.

Tool Permissions​

AI clients will typically ask your permission the first time before using any tool provided by the Cirra AI MCP server:

Tool permission dialog

Click Always allow to prevent repeated popups for the same function.

Granting tool permission in bulk​

To proactively grant permissions and disable these dialogs:

  • For Claude go to https://claude.ai/settings/connectors and select the Cirra AI connector.

    You should then see a page where you can change the tool permissions

    Claude Tool permission dialog

  • For ChatGPT go to the the Cirra AI App Settings and then check the Preferences

    ChatGPT Tool permission dialog

  • For other AI clients, follow the instructions provided by your vendor

Troubleshooting

If the tools are enabled but you receive a message like this:

Connection error message

This typically indicates that the connection to the Cirra AI MCP Server was not successful.

Check the connection as explained just above, and if that does not work then redo the steps under Connecting to your AI client.

For other issues, you should receive more specific error messages.