Getting started

Get On Belay running in four steps: connect Claude, invite your team, create groups, and set Claude roles.

01

Connect Claude

On Belay works with Claude Desktop, claude.ai, and Claude Code. Connect using an OAuth flow — no manual token copying required.

Claude Desktop

In Claude Desktop, open Settings → Developer → MCP Servers and add the On Belay server. On Belay will walk you through the OAuth flow automatically.

MCP endpoint: https://app.onbelay.ai/api/mcp

After connecting, Claude Desktop will initiate the OAuth PKCE flow. Sign in with your On Belay account to authorize. Your token is stored locally by Claude Desktop.

claude.ai

Go to claude.ai/customize/connectors, click +, name it On Belay, and paste the URL.

Enter the URL https://app.onbelay.ai/api/mcp and follow the OAuth prompt. Once authorized, On Belay tools will be available in every Claude conversation.

Claude Code

Run this command in your terminal to add On Belay as an MCP server:

claude mcp add --transport http onbelay https://app.onbelay.ai/api/mcp

Then open Claude Code and run /mcp to complete the OAuth flow in your browser. Claude Code handles token storage and refresh automatically.

02

Invite your team

Add team members so they can connect their own Claude instances and access group context.

Send invites

Go to Dashboard → People and click Invite person. Enter their email address — they'll receive an invite link.

Invitees sign in with Google. Once they join, you can assign them to functional groups and they'll immediately inherit that group's Claude role and integration access.

Roles

Members have two org-level roles: Admin (can manage groups, integrations, and members) and Member (read-only access to their own context via Claude). Admins assign roles from the People page.

03

Create functional groups

Groups are the core unit of On Belay. Each group has a name, a Claude role (system prompt), and a set of integrations members can access.

Create a group

Go to Dashboard → Groups → New group. Give the group a name (e.g. "Marketing", "Engineering", "Finance") and a short description.

You can create as many groups as your plan allows. Members can belong to multiple groups — Claude will see context from all of them.

Add members

Open a group and go to the Members tab. Search for people by name or email and add them. Removing a member immediately revokes their access to that group's context and integrations.

04

Set Claude roles

Each group has a Claude role — a system prompt that shapes how Claude behaves for everyone in that group.

What goes in a role

A Claude role is a plain-text system prompt. Use it to define the group's context, priorities, communication style, and any standing instructions. For example:

You are assisting the Marketing team at Acme Co. This team manages paid acquisition, content, and brand. Always tie recommendations back to CAC and conversion metrics. Tone: direct, data-driven.

Editing roles

Open a group and click the Claude Role tab. Changes take effect immediately — the next time any group member calls get_my_context or get_group_context, they'll get the updated role.

Need help getting set up?

We can walk you through onboarding your org.

Contact support