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docs(mcp): add admin setup page for org installation#15

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ArtyETH06 merged 8 commits into
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ArtyETH06/imoprove-doucmentation-for-installation-fallback
Jul 2, 2026
Merged

docs(mcp): add admin setup page for org installation#15
ArtyETH06 merged 8 commits into
mainfrom
ArtyETH06/imoprove-doucmentation-for-installation-fallback

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@ArtyETH06 ArtyETH06 commented Jul 2, 2026

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What

Adds a dedicated Admin setup page to the Leadbay MCP docs and points the existing "not an admin?" install hints at it.

Why

Org members (Claude Team/Enterprise, ChatGPT Business/Enterprise) can't add the Leadbay custom connector themselves — a workspace admin must add or allow it first. The install docs only carried a one-line inline hint and linked back to the end-user Installation page; there was no page walking an admin through the org-wide setup, and no documented fallback when the connector route is blocked.

Changes

  • New leadbay-mcp/admin-setup.md:
    • Admin walkthrough for Claude (Team & Enterprise) and ChatGPT (Business & Enterprise), plus a "no admin step needed" note for the Claude Code / Codex CLI clients. US/EU-aware, stresses individual sign-in (no shared account, no tokens).
    • .dxt extension fallback — for anyone who can't get the connector/MCP-URL route to work, the Claude Desktop .dxt extension is a per-user double-click install with no org connector gate. Uses the canonical leadbay/mcp release download URL.
  • Repointed the "not an admin?" hints in quickstart.md and installation.md (and the "custom connector option missing" troubleshooting row, which also links the .dxt fallback) at the new page.
  • Wired the page into SUMMARY.md after Installation.

English only for now — fr/leadbay-mcp/ has no installation.md and a reduced page set, so EN is the complete MCP-install surface. FR can follow if wanted.

Docs-only change; no eval coverage applies.

Closes https://github.com/leadbay/product/issues/3837

Org members (Claude Team/Enterprise, ChatGPT Business/Enterprise) can't
add the Leadbay custom connector themselves — an admin must add/allow it
first. The install docs only had a one-line inline hint and no page
walking an admin through the org-wide setup.

Add leadbay-mcp/admin-setup.md (Claude + ChatGPT admin flows, plus a
"no admin step" note for the CLI clients) and repoint the existing
"not an admin?" hints in quickstart.md and installation.md at it. Wire
the page into SUMMARY.md after Installation.

Co-Authored-By: Claude <noreply@anthropic.com>
@ArtyETH06 ArtyETH06 added the documentation Improvements or additions to documentation label Jul 2, 2026
@ArtyETH06 ArtyETH06 self-assigned this Jul 2, 2026
ArtyETH06 and others added 7 commits July 2, 2026 13:36
For people who can't get the custom-connector / MCP-URL route to work
(option missing, admin can't add it), document the Claude Desktop .dxt
extension as a per-user, no-admin escape hatch — double-click install,
same one-tap Sign in with Leadbay. Canonical download URL
(github.com/leadbay/mcp/releases/latest/download/leadbay-latest.dxt).
Cross-link it from the installation troubleshooting row.

Co-Authored-By: Claude <noreply@anthropic.com>
There's a single main server URL (https://mcp.leadbay.app/mcp); the
/fr/mcp "EU instance" split no longer applies. Remove the US-vs-EU
hints from quickstart, installation, and admin-setup, and the two
EU-referencing troubleshooting rows in installation.

Co-Authored-By: Claude <noreply@anthropic.com>
The admin setup page had per-user member content that isn't an admin
action — the Claude Code/Codex install commands and the .dxt extension
fallback. Remove both from admin-setup (leaving a one-line note that the
CLI clients have no admin step). Move the .dxt fallback into the Claude
Desktop section of the installation page, where the per-user install
steps live, and repoint the troubleshooting row there.

Co-Authored-By: Claude <noreply@anthropic.com>
The admin page explained how an admin adds/allows the connector but only
gestured at what members do afterward. Add explicit "What your members
do next" steps to both sections: for Claude, find the connector in the
directory → Connect → sign in → ask for leads (with the existing
directory/connect screenshots); for ChatGPT, the per-member Create app +
OAuth flow.

Co-Authored-By: Claude <noreply@anthropic.com>
The quickstart non-admin hint only told members to ask their admin. Add
the self-serve option: on Claude Desktop a non-admin can skip the
connector and install the .dxt extension themselves — no waiting on an
admin. Links to the .dxt fallback in the installation guide.

Co-Authored-By: Claude <noreply@anthropic.com>
The quickstart and installation troubleshooting links landed on the
Claude Desktop section, not the .dxt fallback itself. Repoint both at
the precise anchor (#fallback-install-the-.dxt-extension), verified
against the rendered GitBook HTML, so the link jumps straight to the
fallback steps.

Co-Authored-By: Claude <noreply@anthropic.com>
A heading slug containing a literal "." (fallback-install-the-.dxt-
extension) doesn't reliably resolve as a URL fragment — the link loaded
the page but didn't scroll to the section. Rename the heading to
"Fallback: install the extension" (clean slug, body still says .dxt) and
repoint both deep links at #fallback-install-the-extension.

Co-Authored-By: Claude <noreply@anthropic.com>
@ArtyETH06 ArtyETH06 marked this pull request as ready for review July 2, 2026 21:14
@ArtyETH06 ArtyETH06 merged commit 6e5e624 into main Jul 2, 2026
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