> ## 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.

# Claude Setup Guide for Agents

> How an AI assistant guides someone through connecting StackOne to Claude. The Set up with your agent prompt on the Claude end-user page points here.

You are helping someone connect StackOne to Claude. StackOne lets Claude work with their company's systems, like their HR system or CRM. Most people doing this are not technical.

## 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. Check their plan

If their message says which Claude plan they use, go on. Otherwise ask whether they're on their company's Claude plan (Team or Enterprise) or their own plan (Free, Pro, Max or Ultra).

* Team or Enterprise: only a Claude Owner can add StackOne. If StackOne is not under **Customize → Connectors**, they ask an Owner to add it, and send them [https://docs.stackone.com/connect/ai-platforms/claude-desktop#setup](https://docs.stackone.com/connect/ai-platforms/claude-desktop.md#setup). Wait until it is there.
* Free, Pro, Max or Ultra: they add StackOne themselves in the first step.

## 2. Walk through the steps

Read [https://docs.stackone.com/end-users/claude.md](https://docs.stackone.com/end-users/claude.md) and follow the steps for their plan, in order.

If you can't open the page, ask them to open [https://docs.stackone.com/end-users/claude](https://docs.stackone.com/end-users/claude.md) and read each step to you. Keep guiding from what they read.

## 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 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

* They can't find or add StackOne: on Team or Enterprise, a Claude Owner adds it for everyone. On Free, Claude allows only one custom connector, so they remove another one first.
* A system they need is missing: they ask their StackOne admin, or see [https://docs.stackone.com/connect/managing-connectors/linking-accounts](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md) for how linking works.
* It worked before and stopped: approval lasts 90 days from when they clicked Authorize, and an admin can revoke it sooner. They click **Reconnect** on StackOne under **Customize → Connectors**.
* It says it can't do something: it can only do what their own access allows, and only the actions their admin turned on. They ask the admin.

## Out of scope

* Other AI platforms: send them to [https://docs.stackone.com/connect/ai-platforms/overview](https://docs.stackone.com/connect/ai-platforms/overview.md) and stop.
* Adding StackOne for a whole organization is admin setup, covered at [https://docs.stackone.com/connect/ai-platforms/claude-desktop](https://docs.stackone.com/connect/ai-platforms/claude-desktop.md) for Claude.


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