Skip to content
Closed
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
15 changes: 14 additions & 1 deletion leadbay-mcp/quickstart.md
Original file line number Diff line number Diff line change
Expand Up @@ -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**:
Expand All @@ -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 %}

---
Expand Down
Loading