Verifying your setup

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

This should display something like:

note

Make sure the correct tools are enabled.

• For ChatGPT you should be in developer mode and have CirraAI enabled
• For Claude ensure the Cirra AI connector is enabled

Troubleshooting

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

This is an indication that either:

• You have not yet verified your email If so, the message will also state this. To remedy, see steps in Setting Up → Verifying your email address

• You have not yet added any orgs To do so, go to https://app.cirra.ai/mcp

• The connection to the Cirra AI MCP Server was not successful Redo the steps under Connecting to your AI client and return here after.

Tool Permissions

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

Click Allow always to prevent repeated popups for the same function.

Disabling Permission Dialogs

To proactively disable these dialogs, follow the instructions provided by your AI client.