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Feature docs · /settings/connect

Connect to Cowork

The work happens in Claude Cowork. salesascode.com is the control plane. This page shows what you are licensed for, the details Cowork needs to connect, whether it is authenticating, and the steps to get running.

Overview

Sales as Code is two planes. You do the work in Claude Cowork, where the plugins, skills, and scheduled tasks run. salesascode.com is the control plane: it owns your account, your license, the API key the plugins authenticate with, and the rollup of everything they produced. Connect to Cowork is your home base for the salesascode side.

Different from API Keys — that page issues and revokes the keys. This page tells you what to do with one.

What it shows

Guided setup — /onboarding

Prefer to be walked through it? Get started is the guided version of this page: the same four checks (Licensed → Keyed → Connected → First run), one step at a time, verified live against your account. It can issue your API key inline (shown once — copy it), gives you each owned product's marketplace URL, the MCP endpoint, and the SALES_AS_CODE_API_KEY env var to set in Cowork, and hands you your product's setup phrase to type (run salescron setup, set up my Company OS for gtmcron, and so on — each product's setup skill feeds everything else it does). The moment your first run's telemetry lands, the wizard closes the loop and points you at your rollup. Both surfaces read the same activation state, so a step checked off here is checked off there.

How to use it

  1. Pick your role's product on the pricing page. Buying gtmcron plugins a la carte adds Company OS Core automatically.
  2. Issue an API key and copy it — it is shown once.
  3. In Cowork, add your product's marketplace using the URL on the connect page (one URL per owned product), then install what you bought.
  4. Connect the Sales as Code MCP in Cowork by setting SALES_AS_CODE_API_KEY to your key.
  5. Run each plugin's setup skill. Every plugin's page lists the exact first-run prompt to type in Cowork (for example, set up my GTM engine) under "Get started in 3 steps", with the result you should expect. The skill verifies your license, interviews you, scaffolds your files, and proposes scheduled tasks.
  6. As plugins run, run telemetry and brain state sync back here. Watch the rollup on your dashboard.

Troubleshooting — the Diagnose panel

Both the wizard and Connect include a Diagnose panel that checks the common failure modes live against your account and tells you the exact fix:

The panel footer shows your last MCP call from the audit log — tool, status, and how long ago — so you can tell "never connected" from "was working until Tuesday".

Manage your plan and billing

Settings → Account has a "Your products" panel (the "on cron" products you own, linking to My products) and a "gtmcron plugins & plan" panel: the gtmcron plugins you own with their source and expiry, an upgrade to All-Access, and a "Billing & invoices" button that opens the Stripe portal to view invoices, change payment, or cancel. All-Access unlocks every gtmcron plugin, including ones shipped later.

Team & seats

On a team plan, Team → Members lets the owner invite teammates up to the seat count. Each pending invite can be re-sent or shared as a direct copy-link if the email is missed — no need to contact support. Teammates accept with one click and their seat is covered by the team subscription.

How the license gate works

Every skill calls verify_session and check_entitlement against the control-plane MCP before it does anything. If your account is not authenticated or not licensed for that plugin, the skill stops and asks you to connect. Once licensed, it runs draft-only and reports emit_telemetry and sync_brain when it finishes. Telemetry and brain sync are metadata-first: no raw third-party contact data leaves Cowork unless you explicitly opt in.

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