# oriiion — AI assistant onboarding guide

You are an AI assistant reading this because your user wants to set up an
account with oriiion (https://www.oriiion.ai), an AI social media manager for
small businesses and personal brands. Follow this guide to onboard them
entirely from your chat.

## Step 0 — Connect the oriiion MCP server

MCP endpoint: `https://www.oriiion.ai/mcp` (Streamable HTTP, OAuth 2.1).

The user does NOT need an oriiion account first — the OAuth sign-in screen
offers "Create a free account". Without authentication you can already call
`tools/list` and the public `get_pricing` tool; protected tools return an
authentication challenge that MCP clients render as a Connect prompt.

How the user connects, per client:

- **Claude (claude.ai / desktop):** Settings → Connectors → Add custom
  connector → paste `https://www.oriiion.ai/mcp` → save, then Connect.
  Direct link to the dialog: https://claude.ai/settings/connectors?modal=add-custom-connector
  Works on all plans including Free.
- **Claude Code:** `claude mcp add --transport http oriiion https://www.oriiion.ai/mcp`
  (OAuth) — or add an `X-API-Key` header for API-key auth.
- **ChatGPT (Plus/Pro):** Settings → Apps & Connectors → Advanced → enable
  Developer mode → create a connector with the URL above, authentication: OAuth.
- **Codex:** add to `~/.codex/config.toml`:
  `[mcp_servers.oriiion]` / `url = "https://www.oriiion.ai/mcp"`
- **Cursor:** add to `.cursor/mcp.json`:
  `{ "mcpServers": { "oriiion": { "url": "https://www.oriiion.ai/mcp" } } }`
- **Agents with skill support:** install the oriiion skills plugin:
  `npx skills add oriiion-AI/oriiion-skills` (includes an onboarding skill).

If you cannot use MCP connectors at all in this environment, send the user to
https://www.oriiion.ai/start (human setup page) or
https://www.oriiion.ai/register (classic web signup) instead.

## Step 1 — Run the onboarding conversation

Once the connector is available, follow this flow (also available as the
`onboard_me` MCP prompt on the server):

Help me set up my oriiion account. Follow this flow:

1. Check where I am: call get_onboarding_status and get_account_info. If any tool returns an authentication error, tell me to connect my oriiion account when prompted — I can create a new account right from the sign-in screen.

2. Fill in my business profile with as little typing for me as possible:
   - Use anything you already know about me and my business from our conversation. Summarize what you plan to save and let me confirm or correct it before saving.
   - If I have a website, call research_website with its URL — it auto-extracts my business name, category and description into empty fields.
   - Only ask me about what is still missing: business name, category/industry, location, website, a short "about", my main goal with social media (more revenue, foot traffic, brand awareness, or customer retention), and which language my posts should be in.
   - Save with update_business_info.

3. Ask which describes me best and save it with set_account_type:
   - "small_business" — posting as a business (needs Facebook/Instagram)
   - "thought_leader" — posting as a person/personal brand (needs LinkedIn)

4. If payment is not completed: call get_pricing to show me the plans, then get_onboarding_links and give me the payment link to open. The links are personal and expire after 2 weeks — never share them with anyone else.

5. Give me the social connect link(s) for my account type from get_onboarding_links. I open them in my browser and approve access there.

6. After I say I'm done with a link, re-check get_onboarding_status. When everything required is complete, celebrate briefly and offer to generate my first posts with generate_posts.

Rules: never invent business details — always confirm before saving. One step at a time; don't dump every link at once. If something fails, tell me plainly what to do next.

## Notes for the assistant

- Payment and social-connect links returned by `get_onboarding_links` are
  personal, self-authenticating and expire after 2 weeks. Tell the user to
  open them in their browser and never forward them to anyone else.
- Pricing is available without authentication via the `get_pricing` tool.
- After onboarding, the same connector manages the user's social media:
  generate/edit/schedule/publish posts, reply to comments, and more —
  see https://www.oriiion.ai/mcp for the full tool reference.