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MCP INSTALL CHECKLIST ← BACK TO RESOURCES

4 steps · to your first connector.

Use this before every new MCP connector you add. Install, OAuth, CLEAR-check, ask a real question, save the prompt. Take 10 minutes.

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What MCP is, in one sentence

MCP (Model Context Protocol) is the open standard that lets any AI plug into any tool with one shared shape. Read the longer take in the Concepts Primer. This page is the install checklist.

THE 4-STEP INSTALL

Install your first MCP

1

cd into your CoS folder

The same folder you set up in Session 3. Open the terminal. Type cd ~/my-cos (or wherever yours lives). Claude Code knows the folder when you launch it.

2

Add the connector

Pick one to start. Granola for meetings, Slack for chat, Drive for docs, Gmail for inbox. Run claude mcp add granola (or whichever). Claude Code fetches the server and registers it.

3

OAuth in the browser

A browser tab opens. The tool asks "do you want to give Claude read access?" Click allow. The token saves locally to your .claude/ folder. Never gets pushed to git. Never leaves your machine.

4

Ask Claude a real question

Run claude to start a session. Ask something only the new connector could answer. For Granola: "What did the CHRO say about comp bands in Tuesday's 1:1?" Claude reads the meeting, finds the answer, cites the source.

WHAT IT LOOKS LIKE

The full install, top to bottom

~/my-cos · claude code
$ cd ~/my-cos $ claude mcp add granola Fetching MCP server from anthropic/mcp-servers... ✓ Found granola-mcp v1.0.0 ✓ Installing dependencies... ✓ Server registered to .claude/mcp.json Opening browser for Granola OAuth... ✓ Authorized · token saved $ claude mcp list ACTIVE SERVERS: ● granola-mcp · 4 tools · 2 resources tools: list_meetings, get_transcript, search_meetings, get_notes_from_meeting $ claude › What did the CHRO say in Tuesday's 1:1 about the comp band changes? reading: granola://meetings/recent ✓ found 1 match · "CHRO 1:1 Tue Jun 10" reading: granola://meeting/{id}/transcript ★ She said comp band changes are "directionally right but timing is wrong." Slow the rollout. source: CHRO 1:1 · Jun 10 · 14:23-14:31

CLEAR CHECK

Run every new connector through these 5

C
Consent

The OAuth flow is the consent. You granted it. You can revoke it.

L
Limits

Scope the token to read-only when you can. Never give write access on day one.

E
Explainable

Every answer must cite the source. Meeting name, timestamp, sender, file name.

A
Auditable

.claude/mcp.json tracks every server you have installed. Reviewable in 1 line.

R
Reversible

One command to remove: claude mcp remove granola. Token gone, server unregistered.

★ AFTER IT WORKS

Turn the question into a Routine

The whole point of a connector is that you don't keep asking the same question. The next move: wrap that question in a Routine that fires automatically.

"Every Friday at 5 PM, pull this week from Granola. Summarize what I committed to. Post it to my Slack DM."

That's the routine. The connector made it possible.