Audit and Document Your Salesforce Org Without a Handoff Document
Ask Cirra AI to review your org's configuration in plain language. Have your AI tool turn what it finds into a Word, Excel, or HTML document.
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Undocumented flows, unused fields, and configuration nobody remembers are normal in any Salesforce org that's been live a while. The knowledge usually lives with whoever built it. When that person moves on, the documentation gap becomes a real risk for the next admin or consultant.
Manually documenting an org means clicking through Setup screen by screen. That's before you've even assessed whether any of it is a problem. Most teams either skip it or outsource it as a one-time engagement. That goes stale the moment the org changes.
From Live Metadata to an Exportable Document
Cirra AI is the first commercial Salesforce Admin MCP Server. It connects any MCP-compatible AI tool, Claude, ChatGPT, Cursor, and others, directly to your Salesforce org. An org review reads what's actually configured today, not a handoff document.
Ask for an org review in plain language
Describe what you want reviewed, whether that's the whole org or one area like automation or permissions. Cirra AI reads the live metadata directly.
Get findings in the same conversation
Cirra AI surfaces what it finds, from unused fields to configuration that doesn't match best practice. No separate audit dashboard to log into.
Turn it into a document
Ask your AI client to write the review to Word, Excel, or HTML. A durable record you can hand to a client, admin, or your team, not just a chat window.
A Record of What's Actually in Your Org
Describe the review you need. Cirra AI reads the live metadata and hands back findings, plus a document you can keep or share.
A first-pass org audit
Before taking over administration of an org you didn't build, understand what's actually configured.
Documentation for a client engagement
Turned into a Word or HTML document instead of written by hand, ready to hand to a client or a new admin.
A recurring health check
Ahead of a major release or reorg, so you catch drift before it causes a problem.
A per-org audit across every client
Repeated across every client or business-unit org you manage, using the same request each time.
See It on Your Own Org
Connect Salesforce and run your first org review in minutes. Free to start, no credit card required.
Start FreeLive Metadata In, a Document Out
Cirra AI's org health review reads your org's live metadata directly through the Tooling and Metadata APIs, not a handoff document or manual walkthrough. The review reflects what's actually configured today. Because it runs through natural language, you can scope it to one area, like automation or permissions, instead of an all-or-nothing audit.
Reading live metadata, comparing orgs, and documenting the result
Have your AI client turn findings into a Word, Excel, or HTML document. You can also ask Cirra AI to compare metadata between two connected orgs directly in the conversation.
A one-click diff report, or a full audit engagement
There's no dedicated one-click cross-org diff report today. Cirra AI complements a formal consulting audit rather than replacing one.
Works in the AI Tool You Already Use
Works with Claude (Desktop, Code, Cowork), ChatGPT, Cursor, Gemini Enterprise, OpenAI Codex, and VS Code (via GitHub Copilot). Run an org review from whichever AI tool you already use for admin work.
Trusted by Salesforce Admins and Consultants
Frequently Asked Questions
What does an org health review actually check?
Can I export the results?
Can I compare two orgs, like a client's sandbox and production?
Does this replace a full technical audit from a consulting partner?
Is this a one-time report or something I can rerun?
Know What's Actually in Your Org
Not what the tribal knowledge says. Run your first org review on the free plan and see what it surfaces.
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