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

# Install plugin

> Add the Allocait plugin to Claude Code from its public repository

The Allocait plugin lives in a public repository: [github.com/allocait-app/claude-plugin](https://github.com/allocait-app/claude-plugin). It bundles the MCP connection and a set of skills that guide Claude through Allocait's tools. If Allocait appears in Claude's plugin directory, you can add it from there.

## Add the marketplace

In a Claude Code terminal session, run:

```text theme={null}
/plugin marketplace add allocait-app/claude-plugin
```

Claude Code confirms when the marketplace is added.

## Install the plugin

```text theme={null}
/plugin install allocait@allocait
```

Claude Code asks where to install the plugin. See Claude Code's plugin documentation for the available scopes and the `/plugin` menu.

## From your shell

To install without an interactive session, for example in a setup script:

```bash theme={null}
claude plugin marketplace add allocait-app/claude-plugin
claude plugin install allocait@allocait
```

## What the plugin adds

The plugin adds the Allocait MCP server connection and eight skills. Each guides Claude through one job:

| Skill | What it does |
| - | - |
| `allocait-compliance` | Checks a portfolio against your rules and works out the amounts that close a gap. |
| `allocait-check` | Checks a change before you place it elsewhere. |
| `allocait-portfolio-upkeep` | Records holdings and cash you changed elsewhere, and sizes a position inside your range. |
| `allocait-rules` | Sets rules, or imports rules text. |
| `allocait-research` | Keeps watchlists, inputs, playbooks, monitors and charts. |
| `allocait-brief` | Writes a short brief of where your book stands, when you ask or on a schedule you set in your agent. |
| `allocait-setup` | Previews a setup file and adds it only after you say yes. |
| `allocait-feedback` | Reports a problem to the Allocait team when you ask. |

## Sign in

The plugin adds the connection but doesn't sign you in. You need an Allocait account that can connect an agent first (see [Before you start](https://docs.allocait.app/claude/connect.md#before-you-start)).

1. In a Claude Code session, run `/mcp` and choose the Allocait server.
2. Follow the sign-in steps in your browser.
3. On the consent screen, choose **Read only** or **Read and change**, then select **Allow**.

See [Access levels](https://docs.allocait.app/concepts/access-levels.md) for what each choice allows. To use an API key instead, add the server by hand as [Use an API key](https://docs.allocait.app/claude/connect-with-api-key.md#enter-the-key-in-claude-code) shows.

## Confirm it loaded

Run `/mcp` to see whether Allocait is connected. Claude Code's plugin documentation describes how installed skills appear.

After you sign in, ask Claude: "List my Allocait portfolios." This should call `list_portfolios`. If it returns an authorization error, see [Connector sign-in errors](https://docs.allocait.app/claude/errors/access-and-limits.md#connector-sign-in).

## Next steps

> [card] [Read prompts](https://docs.allocait.app/claude/example-prompts.md)
>
> Realistic prompts and the tools they use.

> [card] [All tools](https://docs.allocait.app/claude/tools.md)
>
> Every MCP tool, grouped by feature.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.