Claude Code runs on your computer, not in a browser tab. You may have chatted with Claude
on the web — Claude Code is different: it runs in your terminal, so it can reach your files and
your Chief project and build things for you. Once it’s connected you can both ask Chief
questions and hand it these docs and have it build an integration for you. This guide sets
up both.
What you’ll need
- An AI coding agent installed — Claude Code, Cursor, or Codex. This guide uses Claude Code in its examples.
- A terminal — the macOS Terminal app, or Windows Terminal / PowerShell on Windows. This is where you run the commands below.
- A Chief account with access to a project.
New to the terminal or Claude Code? Start here.
New to the terminal or Claude Code? Start here.
The terminal is a text window where you type commands instead of clicking. To open one:
- macOS — press
Cmd + Space, typeTerminal, and press Enter. - Windows — press the Start button and type
Terminal,PowerShell, orCommand Prompt. Any of the three works.
claude in your terminal to start it. Once it’s running, come back and follow the three
steps below.If the install is blocked or warns you:- Windows may show “Windows protected your PC” (SmartScreen). Click More info → Run anyway.
- macOS may say the app “can’t be opened.” Open System Settings → Privacy & Security and choose Open Anyway.
- Locked-down work computers often block new software outright. If an install is refused no matter what, run through this on a personal computer instead.
Connect your agent to Chief
Four steps and your agent is talking to Chief.Install Claude Code
If you don’t have it yet, install Claude Code with the recommended native installer:Then type
claude in your terminal to start it. For other install methods and
troubleshooting, see the
official install guide. Prefer
Cursor or Codex? Use either — you’ll find their setup in step 4.Get your Chief token
Sign in to Chief. Open your account menu (bottom-left), go to Settings, open the
API tokens tab, and choose Create token.
Give the token a name, pick an expiration, and select Generate token.
Copy the token as soon as it appears — it starts with 
You’ll paste both into your agent’s config below.


pat_.You’ll also need your project id (it starts with project_). Find it in the URL of
any project page — it’s the segment right after /project/:
Install the Chief MCP server
Connect Claude Code

Using Cursor or Codex instead?
Using Cursor or Codex instead?
- Cursor
- Codex
CHIEF_API_KEY and CHIEF_PROJECT_ID. Prefer to paste config by hand? See
MCP clients → Cursor.Try it
Once your agent is connected, paste this in: Your agent calls Chief, reads your project, and answers — no code from you. Ask it anything about your project: list what you’ve uploaded, summarize a document, or pull the themes across everything.
Have your agent build an integration for you
Connecting over MCP lets your agent talk to Chief. You can also ask it to build against the Chief API — a script, a sync job, whatever you need — and it will read this documentation and write the code. In your terminal, set your credentials so the agent doesn’t need them in the chat, then describe what you want:Starter prompts
A few prompts to start from — paste one in and adjust it to your goal:- “Read the Chief API docs at https://dev.chief.bot. Using
CHIEF_API_KEYandCHIEF_PROJECT_IDfrom my environment, write a script that uploads every PDF in this folder to my project and labels themcontracts.” - “Ask my Chief project for the three biggest risks across everything we’ve uploaded this quarter, and print the answer.”
- “Create a Chief action that emails me a summary of new uploads every weekday morning.”
- “Write a script that pulls this week’s new assets from my Chief project and posts a short summary to our team’s Slack channel.”
Prefer to do it yourself?
Quickstart
Zero to a chat response with plain
curl.Go SDK
Typed Go client, one service per resource.
CLI
The
chief command for scripts, CI, and your shell.API reference
Every endpoint, with an interactive playground.