# Cirra AI Salesforce Admin

The Cirra AI MCP server provides comprehensive Salesforce administration and data management capabilities.

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add cirra-ai/salesforce

# Browse available tools
npx -y @smithery/cli@latest tool list cirra-ai/salesforce

# Get full schema for a tool
npx -y @smithery/cli@latest tool get cirra-ai/salesforce cirra_ai_init

# Call a tool
npx -y @smithery/cli@latest tool call cirra-ai/salesforce cirra_ai_init '{}'
```

## Direct MCP Connection

Endpoint: `https://salesforce--cirra-ai.run.tools`

## Tools (40)

- `cirra_ai_init` — IMPORTANT: call `cirra_ai_init` before calling any other tools of the Cirra AI MCP server. You MUST carefully read the …
- `fetch_more` — Fetch the next page of a large tool response. Use the nextCursor from _pagination in a previous response. This tool loa…
- `link_build` — Build Salesforce links for setup pages. Always use this tool when user requests a setup page link
- `sf_connection_manage` — Manage connections to Salesforce orgs associated with the user's Cirra AI account. Call cirra_ai_init at least once bef…
- `sobjects_list` — Lists all the available sObject types with their API names and labels. To get more details about an sObject, use `sobje…
- `sobject_describe` — Return basic metadata properties for the specified sObject, as well as a list of fields, relationships and record types.
- `sobject_update` — Update properties of a custom Salesforce object, such as label, plural label, description, sharing model, or deployment…
- `sobject_create` — Create a new custom object (sObject) in Salesforce with specified sharing model, deployment status, and configuration o…
- `sobject_field_create` — Create a new custom field for an sObject in Salesforce
- `sobject_field_update` — Update properties of a custom sObject field (standard or custom) in Salesforce, including local picklist values
- `permission_set_update` — Update the properties or contents of a permission set in Salesforce, including read and edit access to objects and fiel…
- `permission_set_assignments` — Assign or remove permission sets from users in Salesforce.
- `group_create` — Create a new public group, queue or role in Salesforce
- `group_update` — Update a public group or queue in Salesforce
- `group_members` — Add or remove users from public groups, queues, or roles in Salesforce.
- `value_set_create` — Create a new global value set in Salesforce
- `value_set_update` — Update the values in a standard or global value set in Salesforce
- `user_describe` — Return complete metadata for a Salesforce user
- `user_create` — Create a new Salesforce user. You can clone an existing user by providing the `template` parameter, or create a new use…
- `user_update` — Update a Salesforce user, including activating, deactivating, freezing, unfreezing, resetting passwords, or modifying u…
- `profile_describe` — Return detailed metadata for a Salesforce Profile.
- `profile_clone` — Clone an existing user profile in Salesforce
- `profile_update` — Update a Salesforce user profile, including object permissions, field-level security, tab visibility, and system permis…
- `page_layout_update` — Update or rename a page layout in Salesforce. Supports modifying layout contents via JSON Patch, renaming a layout, or …
- `page_layout_clone` — Create a new page layout by cloning an existing layout in Salesforce
- `record_type_create` — Create a new sObject record type in Salesforce
- `record_type_update` — Update or activate/deactivate an sObject record type in Salesforce
- `metadata_describe` — List all Salesforce metadata types available in the org and their properties, such as directory name, suffix, and child…
- `metadata_list` — List Salesforce metadata elements of a specific type, such as flows, custom objects, or reports, optionally scoped by f…
- `metadata_read` — Read full details for one or more Salesforce metadata elements of a specified type, such as flows, validation rules, or…
- `metadata_create` — Create one or more Salesforce metadata elements of a specified type, such as custom fields, validation rules, or custom…
- `metadata_update` — Update one or more Salesforce metadata elements of a specified type, such as flows, validation rules, or custom labels
- `metadata_delete` — Delete one or more Salesforce metadata elements of a specified type, such as custom fields, validation rules, or custom…
- `tooling_api_query` — Run a SOQL query against the Salesforce Tooling API to retrieve metadata objects like Apex classes, triggers, custom fi…
- `tooling_api_search` — Run a SOSL search query against the Salesforce Tooling API to find matching metadata objects like Apex classes, trigger…
- `tooling_api_dml` — Create, update, delete, or upsert Salesforce Tooling API records, such as Apex classes, triggers, and custom metadata
- `tooling_api_describe` — List all objects available through the Salesforce Tooling API and their properties. Use tooling_api_query with FieldDef…
- `sobject_dml` — Create, update, delete, or upsert Salesforce sObject records via DML operations
- `soql_query` — Run a Salesforce SOQL query to return a list of sObject records, with automatic masking of encrypted fields
- `report_run` — Execute a Salesforce report by ID and return its results, with optional filters and format overrides

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get cirra-ai/salesforce <tool-name>
```

## Resources

- `ui://widget/cirra-ai-init` — Cirra AI initialization widget showing account and Salesforce connection info