Getting started

Up and running
in five minutes.

  1. 01

    Create your account

    Sign up at octopad.app.

  2. 02

    Connect your AI

    ChatGPT, Claude, Codex: find the instructions below.

  3. 03

    Start your onboarding

    Open a new chat and say "Use Octopad. Start my onboarding."

Step 02 in detail

Connect your AI

Add Octopad as a custom connector:

  1. Open Customize.
  2. Go to Connectors.
  3. Click +, then Add custom connector.
  4. Name it Octopad and paste the URL below.
  5. Claude detects the authentication settings automatically. Keep the detected options and click Add at the bottom of the page.
  6. Octopad appears in your connector list. Click Connect, then sign in with your Octopad account.
https://mcp.octopad.app/mcp

Did it work? Ask your AI "What can you do in Octopad?" If it does not connect, you probably signed in with a different account than your Octopad one. Re-authorize with the same login.

Step 03

Say the words

Use Octopad. Start my onboarding.

From here your AI takes over. Ask it anything, from "What is a work stream?" to "Show me what you'd set up for a company like mine."

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