Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
27 changes: 22 additions & 5 deletions INSTALL.md
Original file line number Diff line number Diff line change
Expand Up @@ -115,10 +115,21 @@ Any MCP client that supports remote OAuth 2.1 servers with Dynamic Client Regist
- **Endpoint:** `https://mcp.shiftcontrol.io/mcp`
- **OAuth discovery:** `https://mcp.shiftcontrol.io/.well-known/oauth-authorization-server`

### Recommended permissions

When your client asks how the ShiftControl tools may run, a good default is:

- **Always allow** the read-only tools: `list_apps`, `get_app`, `list_groups`, `get_group`, `list_departments`, `list_locations`, `list_teams`.
- **Require approval** for `update_app_subscription` (it writes changes) and `list_my_orgs`.

Skills can then read your data freely while every write stays behind an explicit confirmation.

---

## Step 2 — Install a skill

> **For `refresh-subscription-info`:** this skill also needs an **email-search MCP** (to find your invoices) alongside the ShiftControl MCP. Any email MCP that lists and reads messages works. If some invoices arrive as **PDF attachments** (GitHub, JumpCloud, Salesforce-billed Slack, and others), use an email MCP that can return attachment **content or a download URL** — e.g. Superhuman. The default Anthropic Gmail connector returns attachment *filenames only*, so it cannot open PDF invoices; when that happens the skill tells you and asks you to provide the figure instead.

### Claude Code (filesystem)

```bash
Expand All @@ -135,12 +146,18 @@ cd .. && rm -rf _tmp

Claude Code discovers it on the next session.

### claude.ai (web)
### Claude Desktop app (macOS / Windows) and claude.ai (web)

**The same zip upload works for both the Claude Desktop app and the Claude website** — this is the easiest path for most people, and it's the right one if you're on the Mac or Windows desktop app.

1. Download the skill zip from the [latest release](https://github.com/ShiftControl-io/skills/releases/latest).
2. Open the skills panel:
- **Claude Desktop app:** **Customize → Skills**
- **claude.ai (web):** **Customize → Skills** (also under **Settings → Features → Skills**)
3. Click **Upload skill**, or just **drag and drop the zip** onto the panel.
4. The skill is available immediately for new conversations.

1. Download the skill zip from the [latest release](https://github.com/ShiftControl-io/skills/releases/latest)
2. Open **claude.ai → Settings → Features → Skills**
3. Click **Upload skill** and select the zip
4. The skill is available immediately for new conversations
Note: Step 1's Claude Desktop instructions connect the MCP *server*; this step adds the *skill* itself. They're two separate installs — you need both.

### Cursor / Windsurf / Cline (rules-based tools)

Expand Down
Loading
Loading