Cirra AI Salesforce Skills
Overview
This repository contains Salesforce admin skills for use with the Cirra AI MCP Server.
These skills help your AI client:
- Perform complex Salesforce admin tasks more reliably with detailed guidance, examples and validation scripts
- Perform multi-step and long-running Salesforce admin tasks independently. Instead of entering prompts one at a time, describe an outcome, step away, and come back to finished work — formatted documents, organized files, and more.
Examples:
- 'Generate a comprehensive report of my org and highlight possible improvements'
- 'Audit my Apex, LWC and flows to ensure they meet best practices'
- 'Fix the top priority issues found in the report you just generated'
- 'Generate descriptions and help texts for all the custom fields'
- 'Analyze all my profiles and permission sets and recommend security fixes and cleanup'
The skills in this repository are designed for agentic AI tools like Claude Cowork and OpenAI Codex, but also make standard Claude Chat and ChatGPT more capable. They are compatible with Claude Code and other developer tools.
To learn more about skills see What are skills? and agentskills.io.
Skills
All skills are bundled in the cirra-ai-sf plugin. They can also be installed individually as skill-only zip files.
The following skills are available or planned:
| Skill | Description |
|---|---|
| sf-apex | Create, update and review Apex classes and triggers |
| sf-flow | Create, update and review flows. Includes porting from Process Builders |
| sf-data | SOQL queries, DML operations, test data factories, and pre-flight SOQL validation |
| sf-lwc | Lightning Web Components development |
| sf-audit | Full org audit across Apex, Flows, and LWC with scored reports |
| sf-metadata | Metadata creation, org queries, permission set generation |
| sf-permissions | Permission Set analysis, hierarchy viewer, "Who has X?" auditing |
| sf-diagram | Salesforce architecture diagrams (ERDs, OAuth flows, integrations) in Mermaid |
| sf-kugamon | Kugamon CPQ quote management — create, verify, and manage opportunities, quotes, and orders with Kugamon |
| sf-orders | Order management — orders, returns, cases, and the order-to-return lifecycle |
The skills can either be installed individually, or as a bundle. See details for each AI platform below.
To learn more about skills see What are skills?
Installation
First, sign up for a free trial of the Cirra AI MCP Server if you have not already.
Ask your AI to "Install the skills from the cirra-ai/skills GitHub repo". Exact implementation steps vary by platform; follow the guidance of your AI.
Claude Code (CLI):
claude plugin install cirra-ai-sf@cirra-ai
Claude Cowork / OpenAI Codex / Claude Chat: Ask your AI to "Install the skills from the cirra-ai/skills GitHub repo"
Other platforms: Navigate to skills.cirra.ai for a full install guide and downloadable packages.