Quickstart: Claude Code

You need: Claude Code, and an API key in RA_API_KEY.

1. Get a key. Sign up at https://app.closefinch.com/sign-up (the Free plan, no card). An owner creates a key in Settings → API keys and picks its scopes: crm:read to read, plus crm:write and agents:write to make changes. Keep it in an environment variable, never in a file you commit:

   export RA_API_KEY=ra_live_…

2. Add the server (for this project; use --scope user for all your projects):

   claude mcp add --transport http revenueagent https://api.closefinch.com/mcp --header "Authorization: Bearer $RA_API_KEY"

   The shell fills in $RA_API_KEY, so Claude Code stores the key itself in ~/.claude.json: keep it at local or user scope, never --scope project (that file is shared). To keep only a reference, use the ra CLI instead: ra install claude-code writes the project's .mcp.json and a skill, which refer to ${RA_API_KEY} and never contain the key.

3. Check it. Check it works: ask the assistant "Who am I in Closefinch?" It calls ra_whoami and answers with your organization, role and scopes.

Next: task recipes, the MCP tools, and what an agent can do alone.