> ## Documentation Index
> Fetch the complete documentation index at: https://glide-9da73dea.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your first agent

> Install a Glide skill, connect it to Claude Desktop or ChatGPT, and watch the first tool call land in your audit feed.

The fastest path to seeing agent banking work end-to-end. Takes about 5 minutes.

<Steps>
  <Step title="Pick a skill">
    Open the [skills catalog](https://glide.co/skills) and pick one. For your first run, the **Trip budget** skill is a low-stakes way to see the flow — it lets Claude track travel spend against a budget you set.

    Other options:

    * **AP agent** — let Claude draft vendor payments from QuickBooks invoices.
    * **Treasury** — let Claude allocate idle USDC across yield strategies.
    * **Payroll cosigner** — let Claude pre-validate payroll batches you'll approve.

    See [Skills catalog](/agents/skills/catalog) for the full list.
  </Step>

  <Step title="Install the skill">
    Tap **Install** on the skill page. The install flow walks you through:

    1. **Pick the entity (business)** or sub-vault (personal) the skill operates on.
    2. **Configure the policy envelope** — per-transaction cap, daily cap, counterparty allowlist, step-up threshold. Defaults are sensible; you can override anything.
    3. **OAuth handshake** — you approve Glide as the authorization server for this skill.
    4. **Sub-vault creation** — Glide creates the scoped sub-vault the skill operates on.
    5. **Grant issued** — the agent gets its first short-lived token.

    The whole flow is on one screen and takes under a minute.
  </Step>

  <Step title="Add Glide to your AI runtime">
    For **Claude Desktop**:

    1. Open Claude Desktop → **Settings → Developer → Edit Config**.
    2. Add the Glide MCP server:

    ```json theme={null}
    {
      "mcpServers": {
        "glide": {
          "url": "https://mcp.glide.co",
          "auth": {
            "clientId": "<from-skill-install-screen>",
            "clientSecret": "<from-skill-install-screen>"
          }
        }
      }
    }
    ```

    3. Restart Claude Desktop. You'll see the Glide tool in the tools menu.

    For other runtimes (ChatGPT Apps, Google Vertex, OpenClaw, Hermes), see [Runtimes](/agents/runtimes).
  </Step>

  <Step title="Talk to the agent">
    Ask Claude something the skill can do. For Trip budget:

    > "I'm in Lisbon for the week with a \$2,000 budget. How much have I spent?"

    Claude calls Glide's MCP server to read the relevant balances and recent transactions, computes the answer, and replies. You see the call in your audit feed in real time.
  </Step>

  <Step title="Watch the audit feed">
    From your Glide dashboard, open **Agents → Activity feed**. You'll see every tool call: which agent, which tool, the redacted input and output digests, the risk verdict, the policy version that was in force.

    See [Receipts](/agents/receipts) for what each row means.
  </Step>
</Steps>

## What just happened

You authorized a scoped sub-vault, installed a policy envelope, and gave Claude an OAuth token bound to that sub-vault. Every Claude tool call from here on:

* Validates the OAuth grant (signature, expiry, audience).
* Re-reads your tenant from the database (so a stolen grant on a stale tenant fails).
* Evaluates the policy envelope (caps, allowlist, step-up).
* Logs a receipt to your tamper-evident audit log.

If anything crosses a policy threshold, you get prompted to approve via [step-up](/agents/step-up).

## Test that the controls work

Try asking the agent to do something outside the envelope. For Trip budget:

> "Send \$5,000 to a counterparty I haven't allowlisted."

Claude will see the policy block, tell you it can't do that, and explain why (per-transaction cap, counterparty not allowlisted, etc.). The block is enforced by Glide's MCP server, not by Claude's prompt — even a jailbroken agent can't bypass it.

## Next

* [Skills catalog](/agents/skills/catalog)
* [Policy envelope](/agents/policy-envelope)
* [Step-up approvals](/agents/step-up)
* [Runtimes](/agents/runtimes)