Skip to main content

Getting Started

From your invite email to running your first tool call in under 10 minutes.

What You'll Do​

  1. Accept your invite (1 minute)
  2. Sign in and explore (2 minutes)
  3. Connect your AI client (5 minutes)
  4. Run your first tool (2 minutes)

Prerequisites:

  • An invite email from your admin
  • Access to one of these AI clients: Cursor, Claude Code, VS Code, or Claude Web

Step 1: Accept Your Invite (1 minute)​

You'll receive an email titled "Welcome to Your Secure AI Basecamp."

Willow invite email with Get Started button

What to do:

  1. Click the green "Get Started" button
  2. Enter your login credentials
  3. You'll land on your Willow dashboard

Success: You see the dashboard with three "Explore" cards.

Willow dashboard showing Explore cards for MCP Servers, Toolkits, and Skills

Step 2: Check Your Access (2 minutes)​

Look at the Explore section. The three numbers tell you what your admin has made available to your account.

Success: At least one number is non-zero. If all three show zero, your admin hasn't finished setting up your access. Contact them before continuing. There's nothing to connect to yet.

Take a moment to browse Discover MCP Servers to see what you'll be working with. When you're ready, move to Step 3.

Step 3: Connect Your AI Client (5 minutes)​

Click "Connect MCP" at the bottom of the left sidebar.

A dialog will open.

Connect MCP modal showing the three tabs and client selection grid

Choose your AI client from the list.

For Cursor (one-click setup):​

  1. Click "Add to Cursor"
  2. Cursor will open and auto-configure
  3. Restart Cursor

For other clients:​

See Per-Client Setup Guides.

Success: Your AI client shows the connection is working.

Step 4: Run Your First Tool (2 minutes)​

In your AI client, ask it:

"List what tools you have access to"

Your AI will respond with the available tools.

Success: You see the list of tools.

What Just Happened​

You've completed the core Willow flow:

  • Authenticated with your organization
  • Connected your AI client to Willow
  • Made your first tool call

Your admin can now see this in the activity logs.

Next Steps​

On this page