# Corply setup guide for AI agents

Use this guide when a founder asks you to install or connect Corply, incorporate a
startup, resume a formation, or inspect company status.

Corply is software, not a law firm, and does not provide legal, tax, accounting,
immigration, securities, or investment advice. The founder remains responsible for
signatures, certifications, payment authorization, identity checks, and decisions that
require a licensed professional.

## Goal

1. Connect the Corply plugin or its hosted MCP server.
2. Start a fresh task after connection so the Corply skill and tools load.
3. Call `get_company_briefing` before asking the founder to repeat company facts.
4. Continue the founder's requested outcome in plain English.

Do not invent Corply tool results or claim a filing, signature, payment, acceptance, or
verification unless the connected Corply tool confirms it.

## If Corply is already connected

Do not reinstall it. Call `get_company_briefing`, summarize the current company state,
and continue the requested formation or operating work.

## Claude Code

Run these commands in the founder's terminal, using the host's normal command-approval
flow:

```bash
claude plugin marketplace add corply-dev/corply-plugin
claude plugin install corply@corply
claude mcp login plugin:corply:corply
```

The login command opens a browser. The founder must complete the sign-in personally.
Then start a fresh Claude Code session.

## Codex

Add `corply-dev/corply-plugin` as a plugin marketplace, open `/plugins`, install
Corply, and choose **Connect**. In the Codex desktop app, the same flow is available
from **Plugins**. Start a fresh task after connection.

If the plugin flow is unavailable but the host accepts remote MCP servers, connect:

```text
https://corply.dev/mcp
```

Authenticate with OAuth when the host prompts the founder.

## ChatGPT

Corply's public ChatGPT directory listing is under review. If Corply is visible in
**Plugins**, install it, choose **Connect**, and start a fresh task. If it is not
visible, say that the listing is not generally available yet; do not pretend it was
installed. Offer Claude Code, Codex, or another MCP-capable client as the current path.

## Other MCP clients

Add a remote, streamable-HTTP MCP server at:

```text
https://corply.dev/mcp
```

Complete the OAuth sign-in in the browser, then start a new conversation if the client
does not refresh tools automatically.

## Incorporation operating loop

After connection:

1. Call `get_company_briefing`.
2. Tell the founder once that Corply is software, not a law firm.
3. Ask only for the next missing fact that changes the formation path.
4. Recommend the standard product choice with one short business reason when a decision
   is missing.
5. Take reversible actions directly.
6. Ask for fresh confirmation immediately before document generation, payment,
   signature or certification, invitation or external message, filing or provider
   submission, access changes, or destructive cap-table replacement.
7. Refresh `get_company_briefing` after every change and report the canonical result.

The public plugin source and complete workflow skill are available at
https://github.com/corply-dev/corply-plugin.