Server Details
Comprehensive Salesforce administration and data management capabilities
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
See and control every tool call
Available Tools
40 toolscirra_ai_initInspect
IMPORTANT: call cirra_ai_init before calling any other tools of the Cirra AI MCP server. You MUST carefully read the instructions returned from this tool call before proceeding
| Name | Required | Description | Default |
|---|---|---|---|
| scope | No | (optional) Controls whether the provided `cirra_ai_team` and/or `sf_user` apply only to this chat (`thread`) or are saved as new defaults for future (`global`). Only use 'thread' if explicitly instructed by the user. Leave blank if not switching team or connection. | global |
| sf_user | No | (optional) A Salesforce username identifying the Salesforce connection to use. Omit this to use the current default connection. | |
| cirra_ai_team | No | (optional) The Cirra AI team to use. Use the literal value `__Personal__` to select the user's personal account. Omit this to use the previously selected default team (if any). |
fetch_moreInspect
Fetch the next page of a large tool response. Use the nextCursor from _pagination in a previous response. This tool loads data into the context window — prefer the artifact download URL when available.
| Name | Required | Description | Default |
|---|---|---|---|
| cursor | Yes | Pagination cursor from _pagination.nextCursor | |
| pageSize | No | (optional) Number of records to return in this page. If omitted, uses the page size from the original query. | |
| artifactId | Yes | Artifact ID from instructions.artifactId |
group_createInspect
Create a new public group, queue or role in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name for the group | |
| type | Yes | The type of group to create | |
| label | No | The label for the group. Will be generated from the name if not provided. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| properties | No | Additional properties for the group | |
| description | Yes | The description for the group | |
| supportedObjects | No | The objects that the queue can access |
group_membersInspect
Add or remove users from public groups, queues, or roles in Salesforce.
| Name | Required | Description | Default |
|---|---|---|---|
| users | Yes | The names, usernames or IDs of the users | |
| groups | Yes | The names, labels or IDs of the public groups, queues or roles | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| operation | Yes | The operation to perform: 'add' to add users to groups, 'remove' to remove users from groups |
group_updateInspect
Update a public group or queue in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| group | Yes | The name or ID of the public group or queue. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| properties | Yes | Properties to update |
link_buildInspect
Build Salesforce links for setup pages. Always use this tool when user requests a setup page link
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The type of the link to build | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. If not provided, the default connection will be used | |
| setupConfig | No | Used with `setup` types. Describes the type of setup page to build link for |
metadata_createInspect
Create one or more Salesforce metadata elements of a specified type
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The metadata type. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| metadata | Yes | The array of metadata records to create. Each record must include at least a 'fullName' property |
metadata_deleteInspect
Delete one or more metadata elements of a specified type in Salesforce. Maximum number is 10 per batch - DO NOT EXCEED.
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The metadata type. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| fullNames | Yes | The full name(s) of the metadata element(s) to delete. |
metadata_describeInspect
Return a list of all the Salesforce metadata types available in the org, along with a few global properties of the org
| Name | Required | Description | Default |
|---|---|---|---|
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| verbose | Yes | If false or missing, return only the names of the metadata types. This is the default. If true, return additional properties for each type. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. |
metadata_listInspect
List Salesforce metadata elements of a specific type, optionally scoped by folder
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The metadata type | |
| folder | No | The folder name (optional). If not provided, all folders are searched. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. |
metadata_readInspect
Provide full details for one or more metadata elements of a specified type
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The metadata type | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| fullNames | Yes | The full name(s) of the metadata elements to read. |
metadata_updateInspect
Update one or more Salesforce metadata elements of a specified type.
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | The metadata type. | |
| upsert | No | Whether to upsert the metadata. If true, the metadata will be upserted (created if it does not yet exist). If false, the metadata will be updated. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| metadata | Yes | The array of metadata records to update. Each record must include at least a 'fullName' property and other required fields for the type. See instructions for details. |
page_layout_cloneInspect
Create a new page layout by cloning an existing layout in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| layout | Yes | The name or ID of the existing layout to clone. ID is preferred if you have it. If using a name, you must also provide the sObject | |
| sObject | Yes | The name of the sObject to which the layout applies. Not needed if you have provided the layout ID | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| namespace | Yes | The namespace prefix of the existing layout to clone. Not needed if you have provided the layout ID or if the layout has no namespace | |
| newLayoutName | Yes | Name of the new (cloned) page layout to create |
page_layout_updateInspect
update the properties or contents of a page layout, include adding or removing fields in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| patch | Yes | The array of modifications that need to be applied. This should be provided in the `JSON Patch` format | |
| layout | Yes | The name or ID of the layout. ID is preferred if you have it. If using a name, you must also provide the sObject | |
| sObject | No | The name of the sObject to which the layout applies. Not needed if you have provided the layout ID | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| namespace | No | The namespace prefix of the Page Layout. Not needed if you have provided the layout ID or if the layout has no namespace |
permission_set_assignmentsInspect
Assign or remove permission sets from users in Salesforce.
| Name | Required | Description | Default |
|---|---|---|---|
| users | Yes | The names, usernames or IDs of the users | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| operation | Yes | The operation to perform: 'add' to assign permission sets to users, 'remove' to remove assignments from users | |
| permissionSets | Yes | The names, labels or IDs of the permission sets |
permission_set_updateInspect
Update the properties or contents of a permission set in Salesforce, including read and edit access to objects and fields
| Name | Required | Description | Default |
|---|---|---|---|
| patch | Yes | The array of modifications that need to be applied. This should be provided in the `JSON Patch` format | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| namespace | No | The namespace of the permission set, if applicable | |
| permissionSet | Yes | The name or ID of the permission set. |
profile_cloneInspect
Clone an existing user profile in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| profile | Yes | The name of the new Profile | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| clonedProfileName | Yes | The name of existing Profile which will be cloned |
profile_describeInspect
Return detailed metadata for a Salesforce Profile.
| Name | Required | Description | Default |
|---|---|---|---|
| profile | Yes | The name or ID of the Profile. | |
| sObject | Yes | Use this to return only permissions related to the a specific sObject type. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| permissionTypes | Yes | List of specific permission types to return. Use this whenever possible (especially for standard profiles) to reduce the size of the response. |
profile_updateInspect
Update a user profile in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| patch | Yes | The array of modifications that need to be applied. This should be provided in the `JSON Patch` format | |
| profile | Yes | The name or ID of the Profile | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. |
record_type_createInspect
Create a new sObject record type in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name of the new record type | |
| label | Yes | The label for the new record type | |
| active | No | Whether the new record type should be active | |
| sObject | Yes | The name of the object for which the record type is being created. Include a namespace prefix for custom objects if applicable | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| description | Yes | The description for the new record type | |
| defaultLayout | Yes | The default layout to use for all profiles. If not provided, the default layout will be the standard layout for the object | |
| businessProcess | Yes | The full name or ID of the business process associated with the record type | |
| existingRecordType | Yes | The name of the existing record type to use as a basis for the new record type. If not provided, the Master record type will be used | |
| defaultAvailability | Yes | The default availability settings for the new record type on all profiles. If not specified, the record type will be hidden for all profiles | |
| availabilityOverrides | Yes | An (optional) array of record type availabilities overrides for one or more profiles | |
| compactLayoutAssignment | Yes | The compact layout that is assigned to the record type. | |
| layoutAssignmentOverrides | Yes | An (optional) array of page layout assignments overrides for one or more profiles |
record_type_updateInspect
Update or activate/deactivate an sObject record type in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | The new human readable label | |
| active | Yes | Use this property to activate or deactivate a record type | |
| newName | Yes | The new API name | |
| sObject | Yes | The name of the object | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| recordType | Yes | The name or ID of the record type to update | |
| description | Yes | The updated description of the record type | |
| defaultLayout | Yes | The default layout to use for all profiles. If not provided, the default layout will be the standard layout for the object | |
| businessProcess | Yes | The name of the business process associated with the record type | |
| defaultAvailability | Yes | The default availability settings for the new record type | |
| availabilityOverrides | Yes | An (optional) array of record type availabilities overrides for one or more profiles | |
| compactLayoutAssignment | Yes | The compact layout that is assigned to the record type. | |
| layoutAssignmentOverrides | Yes | An (optional) array of page layout assignments overrides for one or more profiles |
report_runInspect
Execute a Salesforce report and return its results
| Name | Required | Description | Default |
|---|---|---|---|
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| reportId | Yes | The ID of the report to execute (15 or 18 character Salesforce ID) | |
| maxRecords | Yes | Maximum number of records to return. Defaults to 2000 | |
| includeDetails | Yes | Whether to include detailed row data in the response. Defaults to true | |
| reportMetadata | Yes | Optional report metadata to override report configuration |
sf_connection_manageInspect
Manage connections to Salesforce orgs associated with the user's Cirra AI account. Call cirra_ai_init at least once before using this tool.
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | The action to perform. Options: 'list' (list all connections), 'describe' (provide details of the connection), 'add' (add a new connection), 'reauthenticate' (refresh auth for a connection), 'remove' (remove a connection) | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. |
sobject_createInspect
Create a new custom Salesforce object in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | The human readable label for the field. If it is not provided, use the sObject property after stripping any suffix, replacing underscores with spaces and capitalizing the elements | |
| sObject | Yes | The name of the object. For example, Account. | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| description | Yes | Provides a description of the object's purpose. Generate a value for this if it is not provided | |
| pluralLabel | Yes | The plural version of the human readable label for the field | |
| enableSearch | No | Whether to enable search for the object. Default is false | |
| sharingModel | Yes | Common options are `ReadWrite`, `Read` and `Private` | |
| enableHistory | No | Whether to enable field history tracking for the object | |
| enableReports | No | Whether to enable reports for the object | |
| nameFieldType | Yes | The type of the name field. Options are `AutoNumber` or `Text` (the default) | |
| nameFieldLabel | No | The label for the name field. Defaults to `<obj label> Name` | |
| deploymentStatus | Yes | Options are `Deployed` (the default) and `In Development` | |
| enableActivities | No | Whether to enable activities for the object | |
| allowInChatterGroups | No | Whether to allow the object to be used in Chatter groups | |
| nameFieldDisplayFormat | No | For `AutoNumber` name fields only: the format to use for the display of the auto-number. For example, `A-{0000}` | |
| nameFieldStartingNumber | No | For `AutoNumber` name fields only: the starting number for the auto-number. For example, `1000` |
sobject_describeInspect
Return basic metadata properties for the specified sObject, as well as a list of fields, relationships and record types.
| Name | Required | Description | Default |
|---|---|---|---|
| sObject | Yes | The API name, label or ID of the sObject | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. |
sobject_dmlInspect
Perform DML operations on Salesforce records. This function is used to create, update, delete, and upsert records in Salesforce.
| Name | Required | Description | Default |
|---|---|---|---|
| records | No | Array of records to process. For an 'update' operation the records must include an `Id` property`. For 'create' or 'upsert' the records may **not** have an `Id`. Do not use this property for the 'delete' operation | |
| sObject | Yes | API name of the sObject | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| operation | Yes | Type of DML operation to perform. Always ask for explicit user permission before executing any of these operations | |
| recordIds | No | Only used for the 'delete' operation: the IDs of the record to deletes | |
| dmlOptions | No | Optional DML options to use for the operation | |
| externalIdField | No | External ID field name. Required for upsert operations, ignored in other cases |
sobject_field_createInspect
Create a new custom field for an sObject in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | The label for the field | |
| sObject | Yes | The API name, label or ID of the sObject | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| fieldName | Yes | The API name of the new field. For example, NewField__c | |
| fieldType | Yes | The type of the field | |
| defaultFLS | No | The default Field-Level Security (FLS) setting to apply for all profiles for the new field | |
| properties | No | A map of properties used when creating the field. Some may be required, depending on the field type. See instructions for details | |
| description | Yes | The description for the field | |
| flsOverrides | No | An (optional) array of Field-Level Security (FLS) overrides for one or more profiles | |
| inlineHelpText | Yes | The inline help text for the field |
sobject_field_updateInspect
Update properties of a custom sObject field (standard or custom) in Salesforce, including local picklist values
| Name | Required | Description | Default |
|---|---|---|---|
| sObject | Yes | The API name, label or ID of the sObject | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| fieldName | Yes | The API name, label or ID of the field. For example Industry, Segment__c, SomeNamespace__SomeField__c, 'Some Field' or 00NEk00000B8BYE. | |
| flsUpdates | No | An (optional) array of Field-Level Security (FLS) settings to update for one or more profiles | |
| properties | Yes | Properties to update. Some are required, depending on the field type. See instructions for details |
sobjects_listInspect
Lists all the available sObject types with their API names and labels. To get more details about an sObject, use sobject_describe
| Name | Required | Description | Default |
|---|---|---|---|
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| customObjectsOnly | Yes | if true, list only custom objects |
sobject_updateInspect
Update properties of a custom object in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| sObject | Yes | The API name, label or ID of the custom sObject | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| properties | Yes | A map of properties to update on the object. For example: 'label'. At least one property must be updated |
soql_queryInspect
Runs a Salesforce SOQL query to return a list of sObject records. Encrypted fields are masked in the response
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | The maximum number of records to return. The default is 200. Note: LIMIT is automatically omitted for aggregate queries without GROUP BY. | |
| fields | Yes | List of fields to retrieve. May include relationship fields and aggregates | |
| groupBy | No | GROUP BY clause for aggregate queries. Required when using aggregate functions with grouping, optional otherwise | |
| orderBy | No | (optional) ORDER BY clause. May include fields from related objects | |
| sObject | Yes | The name of the Salesforce object to query | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| whereClause | Yes | WHERE clause. May include conditions on related objects. Do NOT include APEX snippets or variables: use only literal values | |
| havingClause | No | HAVING clause to filter grouped results by aggregate conditions (e.g. 'COUNT(Id) > 5'). Requires groupBy to be set |
tooling_api_describeInspect
Return a list of all the objects available through the Salesforce Tooling API. Use tooling_api_query with FieldDefinition to get the available fields for an object.
| Name | Required | Description | Default |
|---|---|---|---|
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| verbose | Yes | If false or missing, return only the names of the objects. This is the default. If true, return additional properties for each object. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. |
tooling_api_dmlInspect
Perform DML operations on Salesforce Tooling API records. This function is used to create, update, delete, and upsert tooling API records in Salesforce.
| Name | Required | Description | Default |
|---|---|---|---|
| record | No | The record to process, with all relevant fields. For an 'update' operation the record object must include an `Id` property`. For 'create' or 'upsert' the record may **not** have an `Id`. Do not use this property for the 'delete' operation | |
| sObject | Yes | API name of the Tooling API object | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| recordId | No | Only used for the 'delete' operation: the ID of the record to delete | |
| operation | Yes | Type of DML operation to perform. Always ask for explicit user approval before executing any of these operations, and do not proceed without it | |
| externalIdField | No | External ID field name. Required for upsert operations, ignored in other cases |
tooling_api_queryInspect
Runs a Salesforce Tooling API query to return a list of metadata objects
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | The maximum number of records to return. The default is 200. Note: LIMIT is automatically omitted for aggregate queries without GROUP BY. | |
| fields | Yes | List of fields to retrieve. May include relationship fields and aggregates | |
| groupBy | No | GROUP BY clause for aggregate queries. Required when using aggregate functions with grouping, optional otherwise | |
| orderBy | No | (optional) ORDER BY clause | |
| sObject | Yes | The name of the Tooling API object to query | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. | |
| whereClause | Yes | WHERE clause. May include conditions on related objects |
tooling_api_searchInspect
Runs a Tooling API search to return a list of matching metadata objects in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | The SOSL query to execute against the Tooling API. Please take into account all available documentation on object types, field names and limitations for the Tooling API SOSL queries | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| pageSize | No | (optional) Maximum number of records to return per page when the response requires pagination. If omitted, page size is calculated automatically. |
user_createInspect
Create a new Salesforce user. You can clone an existing user by providing the template parameter, or create a new user from scratch by providing the profile and other parameters
| Name | Required | Description | Default |
|---|---|---|---|
| Yes | The email of the user | ||
| profile | No | The name or ID of the profile to use for the new user. Not required if template is provided | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| lastName | Yes | The last name of the user | |
| template | No | The name, username, email or id of an existing user to use a a template for the new user | |
| username | Yes | The username of the user. Must be globally unique across all Salesforce organizations | |
| firstName | Yes | The first name of the user | |
| properties | No | An optional map of additional properties to set on the new user |
user_describeInspect
Return complete metadata for a Salesforce user
| Name | Required | Description | Default |
|---|---|---|---|
| user | Yes | The name, username, email or ID of the user | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. |
user_updateInspect
Perform an update operation on a Salesforce user
| Name | Required | Description | Default |
|---|---|---|---|
| user | Yes | The id, username, full name or email of the user to update | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| operation | Yes | The type of operation to perform. Can be one of: - `deactivate`: To deactivate a user - `activate`: To activate a user - `reset_password`: To reset password of a user. An email to reset password will be sent to the user's email - `freeze`: To freeze a user - `unfreeze`: To unfreeze a user - `unlock_password`: To unlock password for a user - `update` | |
| properties | No | The properties to update when choosing the `update` operation |
value_set_createInspect
Create a new global value set in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name of the value set | |
| sorted | No | Set to true if the values should be sorted | |
| values | Yes | The values for the value set | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| namespace | No | The namespace, if applicable | |
| description | No | The description (optional). Max 255 characters | |
| masterLabel | No | The label (optional). Will default to the name if not specified |
value_set_updateInspect
Update the values in a standard or global value set in Salesforce
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name or ID of the value set | |
| type | No | Indicate whether this is a global or standard value set. Not needed if the ID of the value set is provided | |
| values | Yes | The values for the value set | |
| sf_user | No | (optional) Salesforce username to identify the connection to use. Omit this to use the current default connection. | |
| namespace | No | The namespace for a global value set, if applicable |
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{
"$schema": "https://glama.ai/mcp/schemas/connector.json",
"maintainers": [
{
"email": "your-email@example.com"
}
]
}The email address must match the email associated with your Glama account. Once verified, the connector will appear as claimed by you.
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