diff --git a/claude-plugin/CONNECTORS.md b/claude-plugin/CONNECTORS.md index f7dad52d..4e2d895d 100644 --- a/claude-plugin/CONNECTORS.md +++ b/claude-plugin/CONNECTORS.md @@ -8,7 +8,8 @@ This plugin bundles exactly one connector: the Accounted MCP server, the same se ## How the connection works -- **Lazy authentication.** The server answers `initialize`, `tools/list` and the documentation tools (`accounted_search_tools`, `accounted_list_skills`, `accounted_load_skill`) without any credentials. The first company-scoped call returns an authentication challenge, which Claude Code surfaces as `/mcp` → authenticate. +- **Lazy authentication.** The server answers `initialize`, `tools/list` and the documentation tools (`accounted_search_tools`, `accounted_list_skills`, `accounted_load_skill`) without any credentials. The first company-scoped call returns an authentication challenge, which Claude Code surfaces as `/mcp` → authenticate and Claude.ai as an inline Connect prompt. +- **Adding it by hand in Claude.ai** (Settings → Connectors → Add custom connector): choose Authentication **"Required when the server asks"** (not the auto-detected "None") and OAuth client **"register one automatically" (DCR)**; the server does not advertise CIMD yet. No extra headers, Streamable HTTP. - **Account creation inside the sign-in.** A user who has no Accounted account creates one on the sign-in screen the challenge opens (BankID or e-mail + 2FA). No visit to the website first. `/accounted:setup` walks the whole flow, including creating the company from the conversation. - **Every write is staged.** Write tools create a pending operation with a preview; nothing is booked until the user approves, either in chat via `accounted_approve_pending_operation` or in the web app. - **Data stays in the user's tenant.** The connector only ever sees companies the signed-in user is a member of, enforced server-side per call. diff --git a/packages/accounted-mcp/README.md b/packages/accounted-mcp/README.md index 20faa3f4..27e2fff5 100644 --- a/packages/accounted-mcp/README.md +++ b/packages/accounted-mcp/README.md @@ -63,8 +63,18 @@ codex mcp add accounted --url \ ``` Claude.ai and Claude Desktop: Settings > Connectors > Add custom connector, -paste the URL. The connector works before you connect (documentation tools); -the first company-scoped call opens the Connect prompt. +paste the URL, then in step 2 choose: + +- **Authentication: "Required when the server asks."** Claude auto-detects + "None" because the server answers the handshake without credentials; with + "None" the first company-scoped call shows an error instead of the sign-in. +- **OAuth client: "No client ID, register one automatically" (DCR).** The + server does not advertise Anthropic's hosted client metadata (CIMD) yet. +- No additional headers; transport stays Streamable HTTP. + +The connector works before you connect (documentation tools); the first +company-scoped call opens the sign-in prompt, where a new user creates the +account. ## Compatibility