diff --git a/leadbay-mcp/quickstart.md b/leadbay-mcp/quickstart.md index ee47b06..4cbc80c 100644 --- a/leadbay-mcp/quickstart.md +++ b/leadbay-mcp/quickstart.md @@ -8,6 +8,19 @@ You'll need a [Leadbay account](https://leadbay.ai/) and Claude (Pro, Max, Team, --- +## First — which one are you? + +Adding a custom connector needs a **paid Claude plan**, and in a **company workspace only an admin can add it**. Find your situation, then follow the steps below: + +| Your situation | What to do | +|---|---| +| **Solo / personal paid plan** (not in a company workspace) | Add it yourself — follow Step 1 below. | +| **In a company workspace, and you're the admin** | Add it yourself (Step 1) — your teammates then just **Connect**. | +| **In a company workspace, not the admin** | You can't add it yourself. Send your admin the [Admin setup](admin-setup.md) guide; once they've added it, skip to **Step 2 — Sign in**. | +| **Can't add connectors / no admin to ask** | On **Claude Desktop**, install the [`.dxt` extension](installation.md#fallback-install-the-extension) instead — a per-user install with no admin gate. | + +--- + ## Step 1 — Add the Leadbay connector 1. Open the **Add custom connector** form — use this link, or in Claude go to **Settings → Connectors** → the **+** → **Add custom connector**: @@ -18,7 +31,7 @@ You'll need a [Leadbay account](https://leadbay.ai/) and Claude (Pro, Max, Team, 3. Click **Add**. {% hint style="info" %} -Custom connectors require a paid Claude plan. **If you're not an admin of your organization**, you can't add the connector yourself — either send your workspace admin the [Admin setup](admin-setup.md) guide so they add it, or, on **Claude Desktop**, skip the connector entirely and install the [`.dxt` extension](installation.md#fallback-install-the-extension) yourself (a per-user, no-admin install). See [Installation](installation.md) for the full walkthrough with screenshots. +Prefer step-by-step screenshots, or on a different assistant (Claude Desktop, Claude Code, ChatGPT, Codex)? See the full [Installation](installation.md) walkthrough. {% endhint %} ---