myb-p-getting-startedlisted

Zero to connected: open a MyBusiness CRM trial, log in for the first time, and connect this plugin to YOUR system in either supported way — signing in with your CRM user (permission-aware) or application credentials (Application Id + API key from the builder environment). Proves the connection is live, says which database you reached, and diagnoses the usual failures ('Authorization header is required', 'invalid_token', no tools at all, 'Permission denied on get', wrong database, duplicate servers). Use whenever someone is new, unconnected or unsure: 'how do I connect', 'התחברות ראשונה', 'איך מחברים את המערכת', 'לא רואה כלים', 'איך פותחים חשבון', 'מאיפה מביאים API key', 'איך נותנים הרשאות MCP', 'the MCP is not connected', 'no MyBusiness tools', 'where do I get the application id', 'getting started', 'setup', 'connect Claude Code to my CRM'. Run it BEFORE any building skill when the connection has not been proven in this session — every other skill assumes a live, correctly-scoped connection.
AviMYB/mybusiness-plugins · ★ 2 · API & Backend · score 63

Install: claude install-skill AviMYB/mybusiness-plugins

# Getting started — from zero to a connected MyBusiness CRM Everything in this plugin acts on **your own CRM through the official MCP server**. Nothing works until the connection exists and points at the right database, so this skill is the first door: account → login → connection → proof → first task. Two audiences read this skill: a person following the pictures, and an AI agent executing the steps. Both paths are the same steps — the references carry the screenshots. ## Knowledge sources | Need | Read | |---|---| | What the MCP server is, its tools, and the two authentication modes | `../myb-p-kb/references/40-integrations-api/02-mcp-tools-catalog.md` §0 (esp. §0.4 Authentication modes) | | Environments (runtime CRM vs builder/admin) and access | `../myb-p-kb/references/00-overview/04-environments-and-access.md` | | What the product is and which modules exist | `../myb-p-kb/references/00-overview/01-product-overview.md` | | Roles, users, table permissions | `../myb-p-users-roles-permissions/SKILL.md` | Step-by-step guides with screenshots live in this skill's `references/`: 1. `references/01-account-and-first-login.md` — open an account, first login, the two environments. 2. `references/02-connect-with-user-login.md` — the per-user sign-in mode (browser-hosted clients). 3. `references/03-connect-with-application-credentials.md` — **the main path**: Application Id + API key, with screenshots of every click from the CRM to the key. 4. `references/04-verify-and-troub