> ## Documentation Index
> Fetch the complete documentation index at: https://doc.extole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Claude Code

> Connect Claude Code to Extole and manage your referral programs from the terminal.

Connect your Extole programs to Claude Code and manage referrals from the terminal.

Claude Code is the command-line version of Anthropic's Claude. Once connected to Extole, you can run reports, inspect program configuration, and make changes to your programs in any Claude Code session.

> Looking for Claude Desktop? If you prefer the desktop app, see the [Claude Desktop guide](/technical-docs/extole-ai/extole-mcp/setup-claude) instead.

***

## Requirements

Every person who wants to use the Extole MCP must complete setup individually.

You'll need:

* [Claude Code](https://docs.anthropic.com/en/docs/claude-code) installed
* An active Extole user account

***

## Setup

Choose your authentication method. See the [MCP authentication guide](/technical-docs/extole-ai/extole-mcp/mcp-authentication) if you're not sure which to use.

***

### Option 1: Extole CLI (Quickest)

If you have the [Extole CLI](/extole-cli) installed, one command configures Claude Code automatically:

`extole serve remove`

Start a new Claude Code session and you're ready. To remove the registration: `extole serve remove`.

***

### Option 2: OAuth via CLI

**Step 1: Add the Extole MCP server**

`/mcp`

**Step 2: Start a new Claude Code session**

`/mcp`

**Step 3: Authenticate with Extole**

1. Run `/mcp` to open the MCP servers list.
2. Navigate to the Extole entry and select it.
3. Press **Enter** to select **Authenticate**.
4. Your browser will open to an Extole authorization page.
5. Review the permissions and click **Authorize**.

Extole will create an access token linked to your user account.

**Step 4: Verify**

The Extole server should show as connected in the `/mcp` list.

***

### Option 3: API Key

Use this method for automated workflows, CI/CD pipelines, or shared environments.

**Step 1: Get your API key**

Generate one at the [My.Extole Security Center](https://my.extole.com/security-center#access-token).

**Step 2: Edit your Claude Code MCP config**

Add the following to `.mcp.json` (project-level) or `~/.claude/mcp.json` (global):

`.mcp.json`

To keep credentials out of version control, use an environment variable:

`~/.claude/mcp.json`

Then set `EXTOLE_API_KEY` in your shell environment.

**Step 3: Start a new Claude Code session**

`EXTOLE_API_KEY`

The Extole MCP server will load automatically.

***

## Using the MCP

Once connected, interact with your Extole programs in any Claude Code session:

> *"Pull the conversion report for my refer-a-friend program for the past 30 days."*

> *"What's the current advocate reward in the holiday campaign?"*

> *"Update the friend coupon value in campaign X to 15% off."*

By default, Claude Code will prompt you to approve each MCP tool call. To pre-approve all Extole tools, start Claude Code with:

`mcp__extole__*`

Or add `mcp__extole__*` to the `allowedTools` list in your Claude Code settings.

> **Write operations** -- Actions that modify programs, rewards, or campaign components execute immediately under your Extole permissions and are recorded in the Extole change log. Review tool calls carefully before approving write operations.