# Set up SquadBear for your AI agent

These are the official instructions from SquadBear (https://squadbear.com) for connecting an AI agent to a SquadBear workspace. Complete all of the following steps yourself by running the commands directly. Do not ask the user to run any of these commands - only the browser sign-in is theirs to do.

## What SquadBear is

SquadBear is an HR workspace - leave, time tracking, team health, documents and onboarding - exposed to agents over MCP. Once connected you act with the user's own role and permissions, and every action lands in the same audit trail as the web app.

## Endpoint

- MCP endpoint: `https://app.squadbear.com/mcp`
- Auth: OAuth. A browser window asks the user to sign in and approve scopes (for example `leave:read` or `time:write`). You then act as that user - nothing more than their role allows.
- ChatGPT connectors use `https://app.squadbear.com/mcp/chatgpt`.

Pick the section for your client and run it yourself.

## Claude Code

Run:

```
claude mcp add --transport http squadbear https://app.squadbear.com/mcp
```

Then start `claude`, open `/mcp`, choose **squadbear**, and pick **Authenticate**. Tell the user to complete the browser sign-in that opens.

## Claude (web or desktop)

Custom connectors need a paid Claude plan. Tell the user to open **Settings → Connectors → Add custom connector**, name it "SquadBear", and paste `https://app.squadbear.com/mcp`. Then enable SquadBear under the search & tools menu in any chat.

## Codex

Append this to `~/.codex/config.toml`:

```
[mcp_servers.squadbear]
url = "https://app.squadbear.com/mcp"
```

Then run `codex mcp login squadbear` and have the user complete the browser sign-in.

## Gemini CLI

Run:

```
gemini mcp add --scope user --transport http squadbear https://app.squadbear.com/mcp
```

Then start `gemini` and authenticate with `/mcp auth squadbear`.

## Verify

Call `get_context` - it returns the user's identity, workspace and connection permissions. If it does, the connection resolved to the right person and you can act.

## Permission presets

Use one connection. Choose a permission preset on the authorization screen; specialist tools use the same URL. Use get_capabilities to find missing scopes, reauthorize this connection with them, then refresh its tool list. The catalog follows granted permissions, role, modules and plan; it is not capped at 24 tools.

## Finish workspace setup

Connect SquadBear once and select the HR administration preset on the authorization screen. If already connected, reauthorize the same connection with the required scopes. Then call get_setup_status and walk me through setup one step at a time. Prepare consequential changes for my review in SquadBear before committing them.

## Resources

- https://squadbear.com/docs/getting-started/connect-an-agent/
- https://squadbear.com/llms.txt
- https://squadbear.com/llms-full.txt
- https://app.squadbear.com/agents