Setup Guide

Set Up Your Helpers.

Follow these steps to connect your AI helpers to Claude after you've purchased your packs. The whole process takes about 10 minutes.

Before you start, make sure you have:

1Your Agentic Who account (with at least one pack purchased)
2A Claude account at claude.ai — we recommend the Pro plan ($20/mo)
3Claude Desktop app downloaded on your computer (Mac or Windows)
4About 10 minutes of uninterrupted time

Download Claude Desktop

If you haven't already, download Claude Desktop from claude.ai/download. Choose the version for your operating system:

Mac

Download the .dmg file, drag to Applications, and open.

Windows

Download the .exe installer, run it, and follow the prompts.

Once installed, open Claude Desktop and sign in with your Claude account.

Why Claude Desktop instead of the website?

Claude Desktop runs on your computer, which means your helpers can connect to your local tools — Gmail, Calendar, files on your desktop, spreadsheets, and more. The web version (claude.ai) works too, but Desktop gives you the full experience.

Connect Your Helpers to Claude

Your helpers connect to Claude through a secure connector — no config files, no JSON, no API keys. Here's how:

A
Open Claude Desktop Settings
On Mac: Click Claude in the menu bar → Settings (or press Cmd + ,)
On Windows: Click the hamburger menu (☰) → Settings
B
Go to Connectors
In the Settings panel, click "Connectors" (or "Integrations") in the left sidebar. This is where external tools and services connect to Claude.
C
Add The Agentic Who connector
Click "Add Connector" or "Add MCP Server" and enter the following URL:
```
https://thespark-api.fly.dev/v1
```
Select "Remote MCP Server" as the type, then click Connect.
D
Sign in with your Agentic Who account
A browser window will open asking you to sign in with your Agentic Who credentials. This is a secure OAuth flow — Claude never sees your password. After signing in, click "Authorise" to grant Claude access to your helpers.
E
Done — your helpers are live
Once authorised, your helpers will appear as available tools in Claude Desktop. No restart needed — they're ready to use immediately.

Why connectors instead of config files?

Connectors use OAuth (the same secure sign-in flow you use with Google, Apple, etc.) so you never need to copy API keys or edit JSON files. Your connection stays active across sessions and updates automatically when you add new packs.

Verify Your Helpers Are Connected

After restarting Claude Desktop, open a new conversation and type:

"What helpers do I have available?"

Claude should respond with a list of your active helpers — for example, if you purchased the Marketing Pack, you'd see: Marketing Manager, Copywriter, SEO Specialist, and Social Media Manager.

You can also check the MCP server status in Claude Desktop. Look for a small icon or indicator showing connected servers — your helpers should show as "connected" (green).

Not seeing your helpers?

Check the Help & Troubleshooting page for common connection issues and fixes.

Introduce Your Business

Before your helpers can do great work, they need to know about your business. Start a conversation and share the basics:

"I run a plumbing business called PipeWorks in Perth. We focus on residential customers in the northern suburbs. Our tone is friendly and professional — no jargon. Our average job is around $800. We want to grow through word of mouth and local Google searches."

The more context you give, the better your helpers perform. Key things to share:

+What your business does and who your customers are
+Your pricing or typical job/project size
+Your preferred tone of voice (casual, professional, technical)
+Your competitors or what makes you different
+Any specific goals (more leads, better cash flow, stronger brand)

Use the "remember" command to save important details permanently: "Remember that our standard hourly rate is $150."

Give Your First Task

Start simple. Here are some first tasks for each pack:

Marketing Pack

"Can you create a content calendar for my social media this month?"

Finance Pack

"Here's my income and expenses for last month — can you tell me where I'm spending too much?"

Operations Pack

"I spend 2 hours every morning answering the same customer emails. Can you help me automate this?"

Brand Pack

"I need a professional proposal template for my business. Can you create one?"

Don't worry about getting the "prompt" right. Just talk naturally. Your helpers will ask follow-up questions if they need more detail.

Optional

Connect Gmail, Calendar & Other Tools

For helpers to read your emails, manage your calendar, and work with your files, you can connect additional integrations:

1.In Claude Desktop, go to Settings → Integrations
2.Click Connect next to Google (for Gmail and Calendar)
3.Authorise access — you'll be asked to sign in with your Google account and approve permissions
4.Once connected, your helpers can read emails, draft replies, check your calendar, and schedule meetings

This is optional — your helpers work without these integrations too. But connecting them unlocks a lot more capability.

You're all set!

Your helpers are connected and ready. Check out Best Practices to learn how to get the most out of them.

Best Practices →