> ## 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.

# Claude Code

> Set up the Octave MCP server and LFGTM plugin in Claude Code for GTM research, content generation, and pipeline tools.

## Install the Octave MCP Server

<Steps>
  <Step title="Add the MCP server">
    From the Octave dashboard, click **Connect Via MCP** and copy the Claude Code command. It will look like:

    ```bash theme={null}
    claude mcp add octave-myWorkspace --transport http https://mcp.octavehq.com/mcp?ctx=YOUR_CONTEXT
    ```

    Run this in your terminal.
  </Step>

  <Step title="Verify the installation">
    ```bash theme={null}
    claude mcp list
    ```

    You should see `octave-myWorkspace` in the output.
  </Step>

  <Step title="Authenticate">
    Start a Claude Code session and type `/mcp`. Select the Octave server and authenticate via your browser.
  </Step>

  <Step title="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](https://claude.ai) → Settings → Organization preferences**:

    [**Octave org instructions for Claude**](https://github.com/octavehq/lfgtm/tree/main/docs/org-instructions) — 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).

    <Note>
      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.
    </Note>

    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](https://github.com/octavehq/lfgtm/tree/main/docs/org-instructions) for more prompts and customization tips.
  </Step>
</Steps>

## Install the Octave Plugin (LFGTM)

You can also install the [Octave plugin (LFGTM)](https://github.com/octavehq/lfgtm) for Claude Code, which provides additional skills and agents on top of the MCP tools.

<Steps>
  <Step title="Add the Octave marketplace">
    ```bash theme={null}
    claude plugin marketplace add https://github.com/octavehq/lfgtm
    ```
  </Step>

  <Step title="Install the plugin">
    ```bash theme={null}
    claude plugin install octave@lfgtm
    ```
  </Step>

  <Step title="Start using Octave">
    Access Octave skills and agents directly from Claude Code. See the [LFGTM README](https://github.com/octavehq/lfgtm) for the full list of available slash commands and agents.
  </Step>
</Steps>