Step 1: Connect
- OpenClaw
- Cursor
- Claude
Install the documented plugin, then complete browser pairing:Open the plugin’s local dashboard, choose Connect OrgX, and approve in
the browser.Full OpenClaw setup guide →
Step 2: Verify one permitted read
Ask the client to use only its discovered OrgX tools:Confirm the workspace and show one recent decision or initiative with a source link. Do not create or approve work.If the profile exposes
orgx_bootstrap, call it first:
claude-directory profile omits bootstrap and
write tools. Use its orgx_search, get_initiative_pulse, or
get_operator_chronicle readback. An empty workspace is a valid result.
For a wrong workspace, reauthorize the intended workspace in the client;
do not call the retired workspace action=get/list/set interface.
Step 3: Continue from the same record
Open the returned link, then ask a new client session to retrieve that same record. Check its workspace and source. This verifies useful continuity. Creating work and approving decisions are separate, explicitly authorized workflows. Use Product quickstart when ready to save a bounded draft with a write-capable connection.What’s Next
Agent Recipes
Small, reviewable workflows with contract links.
Failure Playbooks
Error recovery for common issues.
Tool Profiles
Reduce schema overhead with role-based profiles.
Full Tool Reference
Complete documentation for the current MCP tool catalog.
