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Unanet MCP Server - Windows Setup Guide

This guide will help you connect Claude Desktop to your Unanet GovCon ERP system. No technical experience required!

📋 Before You Start

You will need:

  • ✅ A Windows computer (Windows 10 or 11)
  • ✅ Claude Desktop installed and working
  • ✅ Your Unanet login credentials:
  • ✅ About 15 minutes

🚀 Step-by-Step Installation

Step 1: Install Node.js (5 minutes)

Node.js is required to run the Unanet connector.

  1. Open your web browser and go to: https://nodejs.org/
  2. Click the big green button that says "Download Node.js (LTS)"
    • It should say something like "20.x.x LTS Recommended For Most Users"
  3. Run the downloaded file (it will be in your Downloads folder)
  4. Click "Next" through the installer
    • ✅ Accept the license agreement
    • ✅ Keep all the default options
    • ✅ Click "Install"
  5. Click "Finish" when done

Step 2: Download the Unanet Connector (2 minutes)

  1. Download the connector from GitHub:

  2. Extract the files:

    • Go to your Downloads folder
    • Right-click on the downloaded ZIP file
    • Click "Extract All..."
    • Click "Extract"

  3. Move the folder to a permanent location:

    • We recommend: C:\UnanetMCP\
    • Create this folder if it doesn't exist
    • Move the extracted folder there

Step 3: Run the Setup (5 minutes)

  1. Open the UnanetMCP folder in File Explorer

  2. Double-click setup-windows.bat

    • If Windows asks "Do you want to allow this?", click "Yes"
    • A black window (Command Prompt) will open

  3. Follow the prompts:

    • The setup will check that everything is installed correctly
    • It will download necessary files (this takes 1-2 minutes)
    • When asked "Would you like to edit the .env file now?", type Y and press Enter

  4. Enter your Unanet credentials in Notepad:

    UNANET_USERNAME=your-username-here
UNANET_PASSWORD=your-password-here
UNANET_API_KEY=your-api-key-here
UNANET_FIRM_CODE=your-firm-code-here
UNANET_BASE_URL=https://your-company.unanet.com
    • Replace each your-xxx-here with your actual information
    • Save the file (Ctrl+S) and close Notepad

  5. Configure Claude Desktop:

    • When asked "Would you like to automatically configure Claude Desktop?", type Y and press Enter
    • When asked "Would you like to edit the Claude config now?", type Y and press Enter
    • In the file that opens, find the Unanet section and update it with your credentials (same as step 4)
    • Save the file (Ctrl+S) and close Notepad

Step 4: Restart Claude Desktop (1 minute)

  1. Close Claude Desktop completely:

    • Right-click the Claude icon in your system tray (bottom-right corner)
    • Click "Quit" or "Exit"

  2. Start Claude Desktop again:

    • Double-click the Claude Desktop icon on your desktop

Step 5: Test It Out! (2 minutes)

  1. Open Claude Desktop

  2. Test with these commands:

    • "Can you connect to Unanet?"
    • "Show me my active Unanet projects"
    • "What projects am I working on?"

If Claude responds with your project information, congratulations! 🎉 You're all set up!

🔧 Troubleshooting

"Node.js is not installed" error

  • Make sure you completed Step 1
  • Try restarting your computer after installing Node.js

"Cannot find Claude Desktop config" error

  • Make sure Claude Desktop is installed
  • Try running Claude Desktop at least once before setup

Claude says "I don't have access to Unanet"

  1. Make sure you restarted Claude Desktop
  2. Check that your credentials are correct in both files
  3. Try the setup again

"Failed to install dependencies" error

  • Check your internet connection
  • Temporarily disable antivirus software
  • Try running setup-windows.bat as Administrator (right-click → Run as administrator)

📝 What Can You Ask Claude?

Once set up, you can ask Claude things like:

Project Management:

  • "Show me all my active projects"
  • "What's the status of project ABC123?"
  • "Update the budget for project XYZ to $200,000"

Time Tracking:

  • "Submit 8 hours to project ABC today"
  • "Show my timesheets from last week"
  • "How many hours did I bill this month?"

Financial Reports:

  • "Generate a project profitability report"
  • "Show the billing status for project DEF456"
  • "What's our cash flow for Q4?"

Contacts:

  • "Create a new contact: John Smith from Acme Corp"
  • "Show me all contacts from ABC Company"
  • "Create a new opportunity worth $500k"

🆘 Getting Help

If you're stuck:

  1. Check the troubleshooting section above
  2. Try the setup again - sometimes it just needs a second try
  3. Ask your IT department - they can help with installation issues
  4. Contact support with:
    • What step you're on
    • What error message you see
    • A screenshot of the error (Windows Key + Shift + S)

🔒 Security Notes

  • Your credentials are stored locally on your computer
  • They are never sent anywhere except to Unanet
  • The connection to Unanet is encrypted
  • Only you can access your Unanet data through Claude

📄 License

This software is provided under the MIT License. See LICENSE file for details.

Made with ❤️ for Unanet users who want to work smarter with Claude