> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Install the Penbox plugin

> Connect Claude, Codex or any MCP client to your Penbox workspace in two commands.

**Running inside Claude Code?** Follow the **Claude Code** tab. Run the two shell commands, then tell the user to open a new session.

The Penbox plugin is one MCP server and five skills. The server gives the agent tools on your cases, case templates, form templates and forms. The skills teach it the order of operations. Sign-in is OAuth in your browser. No token to paste.

<Tabs>
  <Tab title="Claude Code">
    ```bash theme={null}
    claude plugin marketplace add penbox-io/penbox-plugin && claude plugin install penbox@penbox
    ```

    Then open a new session. A plugin installed mid-session stays invisible to the session that installed it.

    On the first Penbox tool call, Claude Code opens your browser. You sign in to Penbox and approve the connection. The agent then acts as you, with your rights.
  </Tab>

  <Tab title="claude.ai and Claude Desktop">
    1. Open **Settings**, then **Connectors**.
    2. Click **Add custom connector**.
    3. Name it `Penbox` and paste the URL `https://connect.penbox.io/mcp`.
    4. Click **Add**, then **Connect**. Sign in to Penbox in the window that opens.

    You get the tools, without the skills. Ask Claude to call `get_skill` when it builds a template.

    <Note>
      A listing in the Claude connectors directory is coming. Until then, the custom connector is the path.
    </Note>
  </Tab>

  <Tab title="Organization admin">
    Install the plugin once for every member of your Claude organization.

    1. Open your claude.ai **organization settings**, then **Plugins**.
    2. Add a marketplace with the GitHub source `penbox-io/penbox-plugin`.
    3. Enable the `penbox` plugin for the organization.

    The plugin syncs to every user. Each user signs in to Penbox with their own account on first use.
  </Tab>

  <Tab title="Codex">
    ```bash theme={null}
    curl -sL https://connect.penbox.io/plugin.zip -o penbox-plugin.zip
    unzip -q penbox-plugin.zip -d ~/penbox-plugin
    codex plugin marketplace add ~/penbox-plugin
    codex plugin install penbox
    ```

    Then open a new session. Codex asks you to approve the install, and again on the first tool call. Answer those prompts in an interactive session: `codex exec` cannot.
  </Tab>

  <Tab title="Tools only">
    Any MCP client can use the server without the plugin.

    ```bash theme={null}
    claude mcp add --transport http penbox https://connect.penbox.io/mcp
    ```

    You get the same tools and the same OAuth sign-in. You do not get the skills. The agent then has no built-in order of operations: it may write a template from memory instead of loading the reference first. Prefer the plugin when your client supports it.
  </Tab>
</Tabs>

## What to ask

Copy a prompt, replace the names, send it.

<AccordionGroup>
  <Accordion title="Start a case for a new client" icon="folder-plus">
    * "Open an onboarding case for Marie Dupont, [marie@example.com](mailto:marie@example.com), from our client onboarding template. Send her the first form."
    * "Create a case from the 'Claim' template for Jan Peeters. Add him as the main contact. Do not send anything yet."
  </Accordion>

  <Accordion title="Chase what is still missing" icon="bell">
    * "Which of my cases are waiting on the client for more than a week? List the contact and what is missing."
    * "Find the case of Marie Dupont. What has she not sent yet? Draft a reminder, do not send it."
    * "Send the pending reminder on the Dupont case now."
  </Accordion>

  <Accordion title="Build a case template" icon="diagram-project">
    * "Create a case template named 'Mortgage file' with statuses New, Documents pending, In review, Closed. Move to In review automatically when every form is completed."
    * "Add a step to the 'Mortgage file' template that sends the 'Income proof' form to the borrower."
  </Accordion>

  <Accordion title="Build a form template" icon="rectangle-list">
    * "Create a form template in French that asks for an ID card upload, an IBAN and a signature."
    * "Add a repeatable 'Vehicle' section to the 'Fleet declaration' form, with plate number and first registration date."
  </Accordion>

  <Accordion title="Read form responses" icon="inbox">
    * "Show me the answers of the last completed form on the Peeters case."
    * "List the forms of the Dupont case with their status."
  </Accordion>

  <Accordion title="Reach the rest of the API" icon="code">
    * "Upload this PDF as an attachment on the Dupont case."
    * "Archive every case closed before January."
    * "How many cases were created this month? Use the API."
  </Accordion>
</AccordionGroup>

<CardGroup cols={2}>
  <Card title="What the agent can do" icon="robot" href="/agents/introduction">
    Tools, skills and the two ways to sign in.
  </Card>

  <Card title="Security" icon="shield-check" href="/agents/security">
    What the agent can never do, and what leaves your workspace.
  </Card>
</CardGroup>