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Documentation Index

Fetch the complete documentation index at: https://docs.octavehq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Install the Octave MCP Server

1

Add the MCP server

From the Octave dashboard, click Connect Via MCP and copy the Claude Code command. It will look like:
claude mcp add octave-myWorkspace --transport http https://mcp.octavehq.com/mcp?ctx=YOUR_CONTEXT
Run this in your terminal.
2

Verify the installation

claude mcp list
You should see octave-myWorkspace in the output.
3

Authenticate

Start a Claude Code session and type /mcp. Select the Octave server and authenticate via your browser.
4

Set Claude org preferences (recommended)

With Octave connected alongside tools like HubSpot, Salesforce, Gong, or Granola, Claude needs a hint to route GTM questions through Octave’s synthesis layer instead of reaching for raw CRM or call-transcript data. Set this once at the org level and every rep gets it automatically — no need to prefix prompts with “Using Octave, …”.Paste the instructions from the canonical source into claude.ai → Settings → Organization preferences:Octave org instructions for Claude — pick short.md (~1.7k chars, leaves headroom for workspace-specific rules) or long.md (~2.95k chars, recommended when HubSpot/Salesforce/Gong/Granola/Fathom/Clay are also connected).
Organization preferences are admin-only (Teams / Enterprise) and can take up to 1 hour to propagate across Claude products. Individual Pro users can paste the same text into Settings → Personal preferences instead.
After propagation, test with a new conversation:
“What’s the status of my deal with Acme and what should I be doing next?”
Claude should call get_deal_deep_dive without the word “Octave” in the prompt. If it still reaches for a CRM tool first, tighten the Routing vs. other connectors section of your org preferences. See the full install and test guide for more prompts and customization tips.

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Install the Octave Plugin (LFGTM)

You can also install the Octave plugin (LFGTM) for Claude Code, which provides additional skills and agents on top of the MCP tools.
1

Add the Octave marketplace

claude plugin marketplace add https://github.com/octavehq/lfgtm
2

Install the plugin

claude plugin install octave@lfgtm
3

Start using Octave

Access Octave skills and agents directly from Claude Code. See the LFGTM README for the full list of available slash commands and agents.