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Getting Started with Unanet MCP Server

Welcome! This guide helps you choose the right path for your setup.

🎯 Choose Your Path

👤 "I'm a Windows User (Non-Technical)"

Perfect! We've created a complete guide just for you:

  1. Start Here: Pre-Installation Checklist

    • ✅ Gather your Unanet credentials
    • ✅ Check system requirements
    • ⏱️ Takes 5 minutes
  2. Then Follow: Windows Setup Guide

    • 📝 Step-by-step instructions with pictures
    • 🤖 Automated setup process
    • ⏱️ Takes 10-15 minutes
  3. If You Get Stuck: Troubleshooting Guide

    • 🔧 Common issues and fixes
    • 📞 How to get help

💻 "I'm Comfortable with Technical Setup"

You can use either:

  • Quick Way: Run setup-windows.bat (Windows) or setup.sh (Mac/Linux)
  • Manual Way: Follow the standard README

🏢 "I'm Setting This Up for My Team"

  1. Review the FAQ for deployment considerations
  2. Test with one user first using the Windows guide
  3. Each team member needs their own installation with their credentials
  4. Consider creating internal documentation with your specific Unanet URL

📚 Documentation Overview

Essential Guides

Reference Documents

✨ What You'll Be Able to Do

Once set up, you can ask Claude things like:

  • "Show me all my active projects"
  • "Submit 8 hours to project ABC for today"
  • "Generate a project profitability report"
  • "Create a new contact for John Smith"

See Usage Examples for more ideas!

🆘 Getting Help

If you're stuck:

  1. Check the Troubleshooting Guide
  2. Review the FAQ
  3. Ask your Unanet administrator
  4. Contact IT support with:
    • What step you're on
    • The error message (screenshot helps)
    • Your Windows version

🚀 Ready to Start?

👉 Begin with the Pre-Installation Checklist


This integration is designed to make your Unanet experience more efficient and enjoyable. Take your time with the setup - it's worth getting it right!