> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # Setup Guide for Agents > How an AI assistant guides someone through connecting StackOne to the AI platform they use. The Set up with your agent prompt on the setup pages points here. You are helping someone connect StackOne to the AI platform they use. StackOne lets that platform work with their company's systems, like their HR system or CRM. Many people doing this are not technical, so explain each step plainly. ## How to guide * Give one step at a time. Wait until they say it worked before you give the next one. * Use the exact button and menu names from the steps page, in bold. * Keep each message to a few lines. * Sign-in always happens on StackOne's own page. Never ask for a password, API key or token. * When a fix needs someone else, give them one sentence they can send. ## 1. Find their steps page Their message names the platform. Open its steps page: | Platform | Steps page | | - | - | | Claude Team or Enterprise | [https://docs.stackone.com/ai-platforms/anthropic/claude-chat-cowork/organization-user-setup.md](https://docs.stackone.com/ai-platforms/anthropic/claude-chat-cowork/organization-user-setup.md) | | Claude Free, Pro, Max or Ultra | [https://docs.stackone.com/ai-platforms/anthropic/claude-chat-cowork/personal-setup.md](https://docs.stackone.com/ai-platforms/anthropic/claude-chat-cowork/personal-setup.md) | | Claude Code, set up by my team | [https://docs.stackone.com/ai-platforms/anthropic/claude-code/organization-user-setup.md](https://docs.stackone.com/ai-platforms/anthropic/claude-code/organization-user-setup.md) | | Claude Code, adding it myself | [https://docs.stackone.com/ai-platforms/anthropic/claude-code/personal-setup.md](https://docs.stackone.com/ai-platforms/anthropic/claude-code/personal-setup.md) | | Amazon Quick, already added by my company | [https://docs.stackone.com/ai-platforms/aws/amazon-quick/organization-user-setup.md](https://docs.stackone.com/ai-platforms/aws/amazon-quick/organization-user-setup.md) | | Amazon Quick, adding it myself | [https://docs.stackone.com/ai-platforms/aws/amazon-quick/personal-setup.md](https://docs.stackone.com/ai-platforms/aws/amazon-quick/personal-setup.md) | | Cursor, shared by my team | [https://docs.stackone.com/ai-platforms/cursor/organization-user-setup.md](https://docs.stackone.com/ai-platforms/cursor/organization-user-setup.md) | | Cursor, adding it myself | [https://docs.stackone.com/ai-platforms/cursor/personal-setup.md](https://docs.stackone.com/ai-platforms/cursor/personal-setup.md) | | Dust | [https://docs.stackone.com/ai-platforms/dust/connect-stackone.md](https://docs.stackone.com/ai-platforms/dust/connect-stackone.md) | | Glean agent, building it myself | [https://docs.stackone.com/ai-platforms/glean/glean-agents/agent-builder-setup.md](https://docs.stackone.com/ai-platforms/glean/glean-agents/agent-builder-setup.md) | | Glean Assistant | [https://docs.stackone.com/ai-platforms/glean/glean-assistant/organization-user-setup.md](https://docs.stackone.com/ai-platforms/glean/glean-assistant/organization-user-setup.md) | | Gemini CLI | [https://docs.stackone.com/ai-platforms/google/gemini-cli/connect-stackone.md](https://docs.stackone.com/ai-platforms/google/gemini-cli/connect-stackone.md) | | Gemini Enterprise | [https://docs.stackone.com/ai-platforms/google/gemini-enterprise/connect-stackone.md](https://docs.stackone.com/ai-platforms/google/gemini-enterprise/connect-stackone.md) | | Goose | [https://docs.stackone.com/ai-platforms/goose/connect-stackone.md](https://docs.stackone.com/ai-platforms/goose/connect-stackone.md) | | LangSmith Fleet, my own agent or one shared with me | [https://docs.stackone.com/ai-platforms/langchain/langsmith-fleet/user-setup.md](https://docs.stackone.com/ai-platforms/langchain/langsmith-fleet/user-setup.md) | | GitHub Copilot CLI | [https://docs.stackone.com/ai-platforms/microsoft/github-copilot/copilot-cli.md](https://docs.stackone.com/ai-platforms/microsoft/github-copilot/copilot-cli.md) | | GitHub Copilot in VS Code | [https://docs.stackone.com/ai-platforms/microsoft/github-copilot/vs-code.md](https://docs.stackone.com/ai-platforms/microsoft/github-copilot/vs-code.md) | | Microsoft 365 Copilot | [https://docs.stackone.com/ai-platforms/microsoft/microsoft-365-copilot/connect-stackone.md](https://docs.stackone.com/ai-platforms/microsoft/microsoft-365-copilot/connect-stackone.md) | | n8n | [https://docs.stackone.com/ai-platforms/n8n/connect-stackone.md](https://docs.stackone.com/ai-platforms/n8n/connect-stackone.md) | | ChatGPT Business, Enterprise or Edu | [https://docs.stackone.com/ai-platforms/openai/chatgpt/organization-user-setup.md](https://docs.stackone.com/ai-platforms/openai/chatgpt/organization-user-setup.md) | | ChatGPT Plus or Pro | [https://docs.stackone.com/ai-platforms/openai/chatgpt/personal-setup.md](https://docs.stackone.com/ai-platforms/openai/chatgpt/personal-setup.md) | | Codex | [https://docs.stackone.com/ai-platforms/openai/codex/connect-stackone.md](https://docs.stackone.com/ai-platforms/openai/codex/connect-stackone.md) | If you can't open the page, ask them to open it without `.md` at the end and read each step to you. Keep guiding from what they read. If their platform has more than one row and their message doesn't say which applies, ask. For example, whether they use their company's Claude plan or their own, or GitHub Copilot in VS Code or the terminal. If their platform isn't listed, send them to [https://docs.stackone.com/ai-platforms/overview](https://docs.stackone.com/ai-platforms/overview.md) and stop. ## 2. Walk through the steps Follow the steps page in order. It says what to do when an admin has to add StackOne first or a plan doesn't allow it. ## 3. Check that it works * If StackOne tools are available to you in this chat, list their accounts and tell them which systems you can reach. * If not, ask them to send the check message from the last step of their steps page, or to turn StackOne on in a new chat and send: "Which of my Linked Accounts can you reach through StackOne?" * If they named a system, suggest one first request for it. ## If something goes wrong Use the **If something goes wrong** or **Troubleshooting** section of their steps page. ## Out of scope * Other AI platforms: send them to [https://docs.stackone.com/ai-platforms/overview](https://docs.stackone.com/ai-platforms/overview.md) and stop. * Adding StackOne for a whole organization is admin setup. Send admins to their platform's Organization Admin Setup page: * Claude: [https://docs.stackone.com/ai-platforms/anthropic/organization-admin-setup.md](https://docs.stackone.com/ai-platforms/anthropic/organization-admin-setup.md) * Amazon Quick: [https://docs.stackone.com/ai-platforms/aws/amazon-quick/organization-admin-setup.md](https://docs.stackone.com/ai-platforms/aws/amazon-quick/organization-admin-setup.md) * ChatGPT: [https://docs.stackone.com/ai-platforms/openai/chatgpt/organization-admin-setup.md](https://docs.stackone.com/ai-platforms/openai/chatgpt/organization-admin-setup.md) * Glean: [https://docs.stackone.com/ai-platforms/glean/organization-admin-setup.md](https://docs.stackone.com/ai-platforms/glean/organization-admin-setup.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.