Skills for Salesforce administration with your favorite AI tools

This repository contains Salesforce admin skills for use with the Cirra AI MCP Server.

These skills help your AI client:

  1. Perform complex Salesforce admin tasks more reliably with detailed guidance, examples and validation scripts
  2. 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:

To learn more about skills see agentskills.io and What are skills?

Recommended installation

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.

You can find more details and instructions for common platforms below ↓

If you run into issues, check your AI client’s docs or contact support@cirra.ai.

Credit: most of the skills were adapted from the sf-skills repository maintained by Jag Valaiyapathy (and in turn built on community input, see credits)

Plugin Package Recommended for Claude Cowork and Claude Code

Complete Salesforce admin plugin for Claude Cowork, Claude Code and other AI clients that understand the plugin format.

The plugin includes all the skills listed below.

Install for Claude Code: claude plugin install cirra-ai-sf@cirra-ai. For Claude Cowork, ask your AI to install the skills from the cirra-ai/skills GitHub repo.
See below ↓ for install instructions on other platforms.

cirra-ai-sf
Salesforce admin plugin for use with the Cirra AI MCP Server.
v2.7.0 apex flow data metadata permissions
⬇ Download

Skill-Only Files Lightweight

If you prefer to install individual skills use the downloads below. Each package includes the SKILL.md file and all supporting assets and scripts.

Downloads are .zip by default (works with most AI clients). A .skill file is also available for Claude.

See below ↓ for detailed install instructions.

sf-apex
Generates and reviews Salesforce Apex code with 2026 best practices and 150-point scoring using the Cirra AI MCP Server. Use when writing Apex classes, triggers, test classes, batch jobs, or…Show moreShow less
Generates and reviews Salesforce Apex code with 2026 best practices and 150-point scoring using the Cirra AI MCP Server. Use when writing Apex classes, triggers, test classes, batch jobs, or reviewing existing Apex code for bulkification, security, and SOLID principles.
v2.2.1 apex skill-only
⬇ Download Claude .skill
sf-audit
Run a comprehensive Salesforce org audit producing 18 documents from a single scan. Inventories and scores Apex classes, triggers, Flows, Process Builders, Workflow Rules, LWC components, custom…Show moreShow less
Run a comprehensive Salesforce org audit producing 18 documents from a single scan. Inventories and scores Apex classes, triggers, Flows, Process Builders, Workflow Rules, LWC components, custom objects/fields, validation rules, formula fields, approval processes, escalation/assignment/auto-response rules, Profiles, and Permission Sets. Detects unused custom fields and objects (no data and/or no references in code, flows, layouts, or reports). Also covers Reports & Dashboards, integrations, test coverage, licensing, team evaluation, change history, data quality, and architectural analysis. Scans all formula and criteria logic for hardcoded Record IDs, Campaign names, Profile names, URLs, and other fragile values. Generates Word, Excel, HTML reports plus 12 standalone analysis documents including a customer report and strategic engagement plan.
v3.2.0 audit skill-only
⬇ Download Claude .skill
sf-cms
Salesforce CMS content expert. Use whenever the user wants to create, update, clone, publish, unpublish, tag, or search CMS managed content, manage CMS workspaces (spaces), folders, or channels, or…Show moreShow less
Salesforce CMS content expert. Use whenever the user wants to create, update, clone, publish, unpublish, tag, or search CMS managed content, manage CMS workspaces (spaces), folders, or channels, or check what content is actually live on a delivery channel or Experience Cloud site, via the Cirra AI MCP Server. ALWAYS use this skill for "add a blog post/news item/banner to the site", "publish this content", "what content is live", "why isn't this showing on the site", or "set up a CMS workspace" requests — even when phrased casually — because it enforces discovering the workspace, content type, and channel BEFORE authoring, keeps the CMS ID spaces straight, and treats publishing as a separate, separately-approved step.
v1.0.1 cms skill-only
⬇ Download Claude .skill
sf-connect-rest
Salesforce Connect REST API expert for the generic connect_rest tool. Use when a Salesforce task needs a capability with no dedicated Cirra tool: named credentials, custom domains, org and user…Show moreShow less
Salesforce Connect REST API expert for the generic connect_rest tool. Use when a Salesforce task needs a capability with no dedicated Cirra tool: named credentials, custom domains, org and user settings reads, Experience Cloud site information and site publishing, audiences and moderation, Agentforce data libraries and prompt templates, Files and Files Connect repositories, personalization, or B2B and B2C Commerce resources. Also use this skill whenever another skill hits a Salesforce feature that the metadata, SOQL, and CMS tools cannot reach — it covers how to discover what the org exposes via the Connect directory, find the correct Connect REST resource path from the official reference, call it safely, and interpret its errors. Org-level Chatter REST is a separate API root and is not reachable through this tool.
v1.0.1 connect-rest skill-only
⬇ Download Claude .skill
sf-data
Salesforce data and SOQL expert. Execute SOQL queries (natural language or raw SOQL), build optimized queries with selectivity analysis, insert/update/upsert/delete records, run Bulk API 2.0 jobs…Show moreShow less
Salesforce data and SOQL expert. Execute SOQL queries (natural language or raw SOQL), build optimized queries with selectivity analysis, insert/update/upsert/delete records, run Bulk API 2.0 jobs for large loads, CSV uploads and exports (bulk_dml, bulk_query), validate data operations, describe objects, and seed test data via Cirra AI MCP Server.
v2.1.0 data skill-only
⬇ Download Claude .skill
sf-diagram
Creates Salesforce architecture diagrams using Mermaid with ASCII fallback. Use when visualizing OAuth flows, data models (ERDs), integration sequences, system landscapes, role hierarchies, or…Show moreShow less
Creates Salesforce architecture diagrams using Mermaid with ASCII fallback. Use when visualizing OAuth flows, data models (ERDs), integration sequences, system landscapes, role hierarchies, or Agentforce agent architectures.
v2.0.4 diagram skill-only
⬇ Download Claude .skill
sf-flow
Creates and validates Salesforce flows with 110-point scoring and Summer '26 best practices using Cirra AI MCP Server. Use when building record-triggered flows, screen flows, autolaunched flows…Show moreShow less
Creates and validates Salesforce flows with 110-point scoring and Summer '26 best practices using Cirra AI MCP Server. Use when building record-triggered flows, screen flows, autolaunched flows, scheduled flows, or reviewing existing flow performance.
v2.5.6 flow skill-only
⬇ Download Claude .skill
sf-help-fetch
Read the full text of a Salesforce documentation page — both Salesforce Help (help.salesforce.com) and the developer docs (developer.salesforce.com) — without a browser, and answer Salesforce…Show moreShow less
Read the full text of a Salesforce documentation page — both Salesforce Help (help.salesforce.com) and the developer docs (developer.salesforce.com) — without a browser, and answer Salesforce release questions. Doc pages render their content with JavaScript, so a plain fetch only returns an empty "Loading…" shell; this skill pulls the real article body through Salesforce's own content APIs. Just pass the page URL (or a Help topic id) and it returns the readable text. Release-notes URLs fetch the release named in the URL (current, preview, or previous). The special target release-info reports the current and preview Salesforce release and upcoming release windows — org-wide, or for one instance (also reachable by passing a status.salesforce.com instance URL). Usage: /sf-help-fetch [url|topic-id|release-info [instance]]
v1.3.4 help-fetch skill-only
⬇ Download Claude .skill
sf-kugamon
Kugamon CPQ quote and subscription management for Salesforce via Cirra AI MCP Server. Use when creating, verifying, or managing opportunities, quotes, orders, contracts, assets, subscriptions, or…Show moreShow less
Kugamon CPQ quote and subscription management for Salesforce via Cirra AI MCP Server. Use when creating, verifying, or managing opportunities, quotes, orders, contracts, assets, subscriptions, or renewals with the Kugamon package (kugo2p).
v2.0.2 kugamon skill-only
⬇ Download Claude .skill
sf-lwc
Lightning Web Components development with PICKLES architecture methodology, component scaffolding, wire service patterns, event handling, Apex integration, GraphQL support, and Jest test generation…Show moreShow less
Lightning Web Components development with PICKLES architecture methodology, component scaffolding, wire service patterns, event handling, Apex integration, GraphQL support, and Jest test generation. Powered by Cirra AI MCP Server for seamless metadata deployment.
v2.0.4 lwc skill-only
⬇ Download Claude .skill
sf-metadata
Salesforce metadata operations expert. Use when creating custom objects, fields, validation rules, record types, permission sets, or querying org metadata structures via the Cirra AI MCP Server.
v2.3.3 metadata skill-only
⬇ Download Claude .skill
sf-orders
Salesforce Order Management for orders, returns, and cases via Cirra AI MCP Server. Use when asked about order status, return orders, return labels, support cases from returns, or the…Show moreShow less
Salesforce Order Management for orders, returns, and cases via Cirra AI MCP Server. Use when asked about order status, return orders, return labels, support cases from returns, or the order-to-return-to-case lifecycle.
v2.0.2 orders skill-only
⬇ Download Claude .skill
sf-permissions
Permission Set and Profile analysis, hierarchy viewer, and "Who has X?" auditing. Use when analyzing permissions, visualizing PS/PSG hierarchies, finding which Permission Sets or Profiles grant…Show moreShow less
Permission Set and Profile analysis, hierarchy viewer, and "Who has X?" auditing. Use when analyzing permissions, visualizing PS/PSG hierarchies, finding which Permission Sets or Profiles grant access to specific objects, fields, or Apex classes, auditing user permissions, or creating, updating, cloning and assigning Permission Sets and Profiles via the Cirra AI MCP Server.
v2.1.0 permissions skill-only
⬇ Download Claude .skill
sf-provisioning
Salesforce user and access provisioning expert. Use whenever the user wants to create a Salesforce user, add a login, onboard a contractor/admin/integration account, grant or enable a capability…Show moreShow less
Salesforce user and access provisioning expert. Use whenever the user wants to create a Salesforce user, add a login, onboard a contractor/admin/integration account, grant or enable a capability (scratch org creation, API access, a feature, an object), assign or remove permission sets, or offboard/deactivate someone in a Salesforce org via the Cirra AI MCP Server. ALWAYS use this skill for any "create a user", "give X access to Y", "set up a login for", "provision", or "same access as someone" request — even if phrased casually — because it enforces discovering the org's existing conventions (username pattern, profile, license, permission sets) from comparable users BEFORE creating anything, instead of inventing values.
v1.0.3 provisioning skill-only
⬇ Download Claude .skill

How to Install

Installation steps may change as the AI platforms and the skills standards evolve. Please contact support@cirra.ai if you have any questions or need help with installation.

You can also check the Cirra AI docs for more information.


Claude Cowork

  1. Install Claude Cowork if you haven't already.
  2. In a new conversation, ask your AI to “Install the skills from the cirra-ai/skills GitHub repo”
  3. You may need to restart the app to see the skills

You can also go to the Customize menu to:

OpenAI Codex

  1. Install OpenAI Codex if you haven't already.
  2. In a new thread, say "Install the skills from the cirra-ai/skills GitHub repo"
  3. This should invoke the built-in skill-installer skill to download the latest skills and install them for you
  4. You may need to restart the app to see the skills

Claude Chat (web or desktop)

  1. In a new thread, say "Install the skills from the cirra-ai/skills GitHub repo"
  2. This should invoke the built-in skill-installer skill to clone the GitHub repo and install the latest skills for you
  3. You can also go to Customize → Skills
  4. Download a .skill file above
  5. Click + to upload the file

ChatGPT

ChatGPT does not support skills directly. We recommend you use Codex instead.

However, if you only have access to ChatGPT you can still use the skills as follows:

  1. Download the individual .zip file using the links above
  2. Add the skill to a chat that has the Cirra AI app enabled.

Note that (unfortunately) neither Agent mode nor Custom GPTs support custom MCP apps at this time.

Claude Code (CLI)

  1. Install the plugin:
    claude plugin install cirra-ai-sf@cirra-ai
  2. Or install from a downloaded plugin zip:
    /plugin install path/to/plugin.zip

See discover-plugins for details.

Please contact support@cirra.ai if you have any questions or need help with installation.