Onboarding Guide

Guide 8 min read Updated May 2026

This guide walks you through every step: accepting your team invitation, generating a personal API token, and connecting Claude.ai or ChatGPT to your team's shared brain via the MCP protocol. By the end your AI assistant will have live read/write access to your team's memory.

You need a team admin to invite you first. If you are creating a new team from scratch, follow the Teams & Projects guide, then come back here.

Step 1 — Accept your team invitation

1

Check your email for an invite link

Your team admin invites you by email. You will receive a message from no-reply@grooveos.app with a subject like "You've been invited to join [Team Name] on GrooveOS".

Click the Accept invitation button in the email. If the link has expired (links are valid 72 hours), ask your admin to resend it.

No email? Check your spam folder. If you still don't see it, ask your admin to verify the address they used — it must match exactly the Google account you'll sign in with.

Step 2 — Sign in with Google

2

Authenticate via Google OAuth

GrooveOS uses Google Sign-In exclusively — no passwords to manage. Click Sign in with Google and choose the Google account whose email matches your invitation.

On first sign-in you will be asked to grant GrooveOS read access to your Google profile (name, email, profile picture). No access to your Drive or Calendar is requested at this step.

Use the same Google account that received the invitation. Using a different account creates a new user and you will not be added to the team automatically.

Step 3 — Verify your team membership

3

Confirm you see your team in the dashboard

After signing in you land on the dashboard. In the top-right corner you should see your team name (e.g. acme-corp). This is your team_scope — the namespace that isolates all your team's data.

If you see "No team" or a different team, contact your admin. They may need to re-invite you or check that the invitation was accepted with the correct Google account.

Step 4 — Generate a personal API token

4

Create an xbt_ token scoped to your team

Go to Settings → API Tokens in the dashboard and click New token. Give it a descriptive name like claude-mcp or chatgpt-actions.

The token is shown once — copy it immediately and store it in a password manager or secure note. It looks like:

xbt_a1b2c3d4e5f6a1b2c3d4e5f6a1b2c3d4e5f6a1b2c3d4e5f6a1b2c3d4e5f6a1b2

This token is automatically scoped to your team_scope. Any request made with it can only read or write data belonging to your team — cross-team access is impossible by design.

Never share your token or commit it to source control. If a token is compromised, revoke it immediately from Settings → API Tokens and generate a new one.

Step 5 — Connect Claude.ai via MCP

5

Add GrooveOS as a remote MCP server in Claude.ai

In Claude.ai, open Settings → Integrations → MCP Servers and click Add server. Fill in:

Name:   GrooveOS Brain
URL:    https://mcp.grooveos.app/mcp
Auth:   Bearer  →  paste your xbt_ token

Save the integration. You should see a green "Connected" badge within a few seconds. Claude.ai will now list the available tools in the tool panel.

Available tools

  • memory_search — semantic search across team memory
  • memory_add — store a new memory item
  • tasks_list — list open tasks for the team
  • task_create — create a new task
  • task_update — update task status or assignee
  • contacts_search — find contacts by name or email
  • contact_add — add a new contact
  • agent_invoke — run a GrooveOS agent by name
  • team_context — fetch recent team context (memories + tasks)

Try asking Claude: "What are our open tasks?" or "Search memory for our Q3 strategy." It will call the right tool automatically.

Step 6 — Connect ChatGPT via Actions (optional)

6

Import the OpenAPI schema into a custom GPT

In ChatGPT, create or edit a Custom GPT and open the Actions tab. Click Import from URL and paste:

https://mcp.grooveos.app/openapi.json

ChatGPT will fetch the schema and populate the action list automatically. Under Authentication, choose API KeyBearer, and paste your xbt_ token.

Save the GPT. The same 9 tools are available — your custom GPT can now read and write your team's shared brain.

ChatGPT Actions use the REST/HTTP transport, not the MCP streaming protocol. The tools are identical but the connection mechanism differs. Both paths write to the same underlying memory layer.

Step 7 — Test the connection

7

Run a quick end-to-end test

Ask your AI assistant (Claude or ChatGPT) to store a test memory:

Please add this to team memory:
"Onboarding test completed by [your name] on [today's date]."

The assistant should call memory_add and confirm the item was stored. Next, verify the round-trip by searching for it:

Search memory for "onboarding test"

If you get the item back, your integration is working end-to-end. You can now delete the test item with memory_search to find its ID, then remove it from the dashboard under Memory.

Troubleshooting

Symptom Likely cause Fix
Claude shows "MCP server error" or red badge Wrong URL or token Double-check URL is https://mcp.grooveos.app/mcp (no trailing slash). Verify the token starts with xbt_.
401 Unauthorized from the MCP server Token revoked or expired Generate a new token from Settings → API Tokens and update it in Claude/ChatGPT settings.
Tools appear but return empty results No data in team memory yet Add a test memory item (Step 7) to confirm the write path works. Empty results on a fresh team are expected.
403 Forbidden on team_context Token scoped to wrong team Verify your team_scope in the dashboard matches the one the token was created for.
ChatGPT schema import fails Firewall or network issue Try importing manually: download /openapi.json and paste the JSON directly into the Actions editor.

What's next

Explore MCP Tools

Full reference for all 9 tools, parameters, and example responses.

→ MCP Tools

Invite your team

Add colleagues so you all share the same memory layer.

→ Teams & Projects

API Reference

Build custom integrations against the full REST API.

→ API Reference

Drive Sync

Automatically index Google Drive documents into team memory.

→ Drive Sync