@danainnovations/cortex-mcp 1.0.98 → 1.0.100

package/dist/cli.js

@@ -822,7 +822,18 @@ function getWizardHtml() {
       </div>
     </div>
 
-    <!-- Step 5: Connect Accounts -->
+    <!-- Step 5: Manual Setup Walkthrough -->
+    <div id="step-manual-setup" class="step">
+      <div class="card">
+        <div id="manual-setup-content"></div>
+        <div class="btn-row">
+          <button class="btn btn-secondary" id="btn-manual-skip" onclick="skipManualSetup()">Skip for now</button>
+          <button class="btn btn-primary" id="btn-manual-done" onclick="completeManualSetup()">I've done this</button>
+        </div>
+      </div>
+    </div>
+
+    <!-- Step 6: Connect Accounts -->
     <div id="step-connect" class="step">
       <div class="card">
         <h2>Connect Accounts</h2>
@@ -868,10 +879,12 @@ function getWizardHtml() {
       configuredClients: [],
       connections: [],
       serverUrl: '',
+      manualQueue: [],
+      currentManualIndex: 0,
     };
 
     // \u2500\u2500 Step Index Map \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
-    var STEP_ORDER = ['welcome', 'signin', 'mcps', 'clients', 'connect', 'done'];
+    var STEP_ORDER = ['welcome', 'signin', 'mcps', 'clients', 'manual-setup', 'connect', 'done'];
     var currentStepIndex = 0;
 
     // \u2500\u2500 MCP Icons (inline SVG) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
@@ -906,6 +919,14 @@ function getWizardHtml() {
       stdio: '<svg viewBox="0 0 16 16"><path d="M2 3h12a1 1 0 011 1v8a1 1 0 01-1 1H2a1 1 0 01-1-1V4a1 1 0 011-1zm1 2v6h10V5H3z"/></svg>',
     };
 
+    // \u2500\u2500 Manual Client Display Names \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
+    var MANUAL_CLIENT_NAMES = {
+      'claude-cowork': 'Claude CoWork',
+      'claude-ai': 'Claude.ai & Mobile',
+      'perplexity': 'Perplexity',
+      'stdio': 'OpenClaw / Stdio',
+    };
+
     // \u2500\u2500 Init \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
     async function init() {
       try {
@@ -961,6 +982,7 @@ function getWizardHtml() {
       if (step === 'signin') renderSignin();
       if (step === 'mcps') renderMcps();
       if (step === 'clients') renderClients();
+      if (step === 'manual-setup') renderManualSetup();
       if (step === 'connect') renderConnect();
       if (step === 'done') renderDone();
     }
@@ -1213,7 +1235,7 @@ function getWizardHtml() {
     function renderClientItem(client) {
       var detected = client.detected;
       var icon = CLIENT_ICONS[client.type] || '';
-      var isManual = client.type === 'perplexity' || client.type === 'stdio' || client.type === 'claude-ai' || client.type === 'claude-cowork';
+      var isManual = client.type === 'perplexity' || client.type === 'stdio' || client.type === 'claude-ai';
       var alreadyConfigured = !isManual && state.configuredClients.indexOf(client.type) !== -1;
       var statusText = alreadyConfigured ? 'Configured' : (detected ? 'Detected' : 'Not found');
       return (
@@ -1234,17 +1256,17 @@ function getWizardHtml() {
       document.getElementById('btn-configure').textContent = 'Configure';
 
       // Pre-select already-configured clients (exclude manual/additional ones)
-      var nonAutoTypes = ['perplexity', 'stdio', 'claude-ai', 'claude-cowork'];
+      var nonAutoTypes = ['perplexity', 'stdio', 'claude-ai'];
       state.selectedClients = state.configuredClients.filter(function(c) {
         return nonAutoTypes.indexOf(c) === -1;
       });
 
       // Split into auto-configured, web/mobile/cowork, and manual-setup clients
       var autoClients = state.detectedClients.filter(function(c) {
-        return c.type !== 'perplexity' && c.type !== 'stdio' && c.type !== 'claude-ai' && c.type !== 'claude-cowork';
+        return c.type !== 'perplexity' && c.type !== 'stdio' && c.type !== 'claude-ai';
       });
       var webClients = state.detectedClients.filter(function(c) {
-        return c.type === 'claude-ai' || c.type === 'claude-cowork';
+        return c.type === 'claude-ai';
       });
       var manualClients = state.detectedClients.filter(function(c) {
         return c.type === 'perplexity' || c.type === 'stdio';
@@ -1255,7 +1277,7 @@ function getWizardHtml() {
       if (webClients.length > 0) {
         html += '<div class="client-section-divider">' +
           '<div class="client-section-title">Web & Mobile</div>' +
-          '<div class="client-section-subtitle">Use Cortex tools on claude.ai, Claude mobile, and Claude CoWork</div>' +
+          '<div class="client-section-subtitle">Use Cortex tools on claude.ai and the Claude mobile app</div>' +
         '</div>';
         html += webClients.map(renderClientItem).join('');
       }
@@ -1270,7 +1292,7 @@ function getWizardHtml() {
 
       el.innerHTML = html;
 
-      var manualTypes = ['perplexity', 'stdio', 'claude-ai', 'claude-cowork'];
+      var manualTypes = ['perplexity', 'stdio', 'claude-ai'];
       el.querySelectorAll('.client-item:not(.disabled):not(.already-configured)').forEach(function(item) {
         // Auto-select detected clients, but NOT manual/additional/web ones
         if (manualTypes.indexOf(item.dataset.client) === -1) {
@@ -1318,66 +1340,37 @@ function getWizardHtml() {
 
         state.configuredClients = data.results.filter(function(r) { return r.success; }).map(function(r) { return r.client; });
 
+        // Separate manual-setup clients from auto-configured ones
+        var manualClientTypes = ['claude-cowork', 'claude-ai', 'perplexity', 'stdio'];
+
         // Update per-client status inline
         data.results.forEach(function(r) {
           var item = document.querySelector('[data-client="' + r.client + '"]');
           if (item) {
             var statusSpan = item.querySelector('.client-status');
             if (r.success) {
-              statusSpan.innerHTML = '<span style="color: #4CAF50;">&#10003; Done</span>';
+              var isManual = manualClientTypes.indexOf(r.client) !== -1;
+              statusSpan.innerHTML = isManual
+                ? '<span style="color: #00A3E1;">Setup required \u2192</span>'
+                : '<span style="color: #4CAF50;">&#10003; Done</span>';
             } else {
               statusSpan.innerHTML = '<span style="color: #EF5350;">&#10007; Failed</span>';
             }
           }
         });
+        state.manualQueue = data.results.filter(function(r) {
+          return r.success && manualClientTypes.indexOf(r.client) !== -1;
+        });
+        state.currentManualIndex = 0;
 
         var resultEl = document.getElementById('client-result');
         resultEl.className = '';
         resultEl.innerHTML = data.results.map(function(r) {
+          var isManualClient = manualClientTypes.indexOf(r.client) !== -1;
           var html = '<div class="status ' + (r.success ? 'status-success' : 'status-error') + '">' +
             '<span>' + (r.success ? '&#10003;' : '&#10007;') + '</span>' +
-            '<span>' + (r.success ? escapeHtml(r.message || 'Configured') : escapeHtml(r.client) + ': ' + (r.error || 'Failed')) + '</span>' +
+            '<span>' + (r.success ? escapeHtml(isManualClient ? (MANUAL_CLIENT_NAMES[r.client] || r.client) + ' \u2014 setup instructions on next page' : (r.message || 'Configured')) : escapeHtml(r.client) + ': ' + (r.error || 'Failed')) + '</span>' +
           '</div>';
-          // Show Claude CoWork instructions with copyable URL
-          if (r.client === 'claude-cowork' && r.success && r.message) {
-            var coworkUrl = (state.serverUrl || 'https://cortex-bice.vercel.app') + '/mcp/cortex';
-            html += '<div class="stdio-snippet" style="text-align: left;">' +
-              '<ol style="margin: 0 0 12px 0; padding-left: 20px; line-height: 1.8;">' +
-                '<li>Open Claude Desktop \u2192 <strong>Settings</strong> \u2192 <strong>Connectors</strong></li>' +
-                '<li>Click <strong>Add connector</strong> \u2192 <strong>Custom connector</strong></li>' +
-                '<li>Paste this URL and click Add:</li>' +
-              '</ol>' +
-              '<div style="display: flex; align-items: center; gap: 8px; background: rgba(0,163,225,0.08); border: 1px solid rgba(0,163,225,0.2); border-radius: 6px; padding: 8px 12px;">' +
-                '<code style="flex: 1; font-size: 12px; word-break: break-all;">' + escapeHtml(coworkUrl) + '</code>' +
-                '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
-              '</div>' +
-              '<p style="margin: 10px 0 0 0; font-size: 12px; opacity: 0.7;">Sign in via Okta when prompted. Tools are available in all CoWork sessions.</p>' +
-            '</div>';
-          }
-          // Show Claude.ai instructions with copyable URL
-          if (r.client === 'claude-ai' && r.success && r.message) {
-            var mcpUrl = (state.serverUrl || 'https://cortex-bice.vercel.app') + '/mcp/cortex';
-            html += '<div class="stdio-snippet" style="text-align: left;">' +
-              '<ol style="margin: 0 0 12px 0; padding-left: 20px; line-height: 1.8;">' +
-                '<li>Open <a href="https://claude.ai/settings/integrations" target="_blank" style="color: #00A3E1;">claude.ai/settings/integrations</a></li>' +
-                '<li>Click <strong>Add custom integration</strong></li>' +
-                '<li>Paste this URL and click Add:</li>' +
-              '</ol>' +
-              '<div style="display: flex; align-items: center; gap: 8px; background: rgba(0,163,225,0.08); border: 1px solid rgba(0,163,225,0.2); border-radius: 6px; padding: 8px 12px;">' +
-                '<code style="flex: 1; font-size: 12px; word-break: break-all;">' + escapeHtml(mcpUrl) + '</code>' +
-                '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
-              '</div>' +
-              '<p style="margin: 10px 0 0 0; font-size: 12px; opacity: 0.7;">Claude handles SSO authentication automatically. Tools sync to mobile.</p>' +
-            '</div>';
-          }
-          // Show copyable snippet for stdio/OpenClaw and Perplexity instructions
-          if ((r.client === 'stdio' || r.client === 'perplexity') && r.success && r.message) {
-            var snippet = r.message.replace(/^Add this to your client config:\\n\\n/, '');
-            html += '<div class="stdio-snippet">' +
-              '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
-              '<pre>' + escapeHtml(snippet) + '</pre>' +
-            '</div>';
-          }
           return html;
         }).join('');
 
@@ -1390,7 +1383,13 @@ function getWizardHtml() {
 
         btn.textContent = 'Continue';
         btn.disabled = false;
-        btn.onclick = function() { goToStep('connect'); };
+        btn.onclick = function() {
+          if (state.manualQueue.length > 0) {
+            goToStep('manual-setup');
+          } else {
+            goToStep('connect');
+          }
+        };
       } catch (err) {
         btn.disabled = false;
         btn.textContent = 'Retry';
@@ -1400,7 +1399,106 @@ function getWizardHtml() {
       }
     }
 
-    // \u2500\u2500 Step 5: Connect Accounts \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
+    // \u2500\u2500 Step 5: Manual Setup Walkthrough \u2500\u2500\u2500\u2500\u2500\u2500
+    function getManualSetupContent(clientType) {
+      var mcpUrl = (state.serverUrl || 'https://cortex-bice.vercel.app') + '/mcp/cortex';
+
+      if (clientType === 'claude-cowork') {
+        return '<ol style="margin: 0 0 20px 0; padding-left: 20px; line-height: 2; font-size: 15px;">' +
+          '<li>Open <strong>Claude Desktop</strong> \u2192 <strong>Settings</strong> \u2192 <strong>Connectors</strong></li>' +
+          '<li>Click <strong>Add custom connector</strong></li>' +
+          '<li>Enter the name: <strong>Cortex CoWork</strong></li>' +
+          '<li>Paste the URL below into <strong>Remote MCP server URL</strong></li>' +
+          '<li>Click <strong>Add</strong> \u2014 sign in via <strong>Okta</strong> when prompted</li>' +
+        '</ol>' +
+        '<div style="display: flex; align-items: center; gap: 8px; background: rgba(0,163,225,0.08); border: 1px solid rgba(0,163,225,0.2); border-radius: 8px; padding: 12px 16px; margin-bottom: 16px;">' +
+          '<code style="flex: 1; font-size: 13px; word-break: break-all;">' + escapeHtml(mcpUrl) + '</code>' +
+          '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
+        '</div>' +
+        '<p style="font-size: 13px; opacity: 0.6;">Once connected, Cortex tools are available in all CoWork sessions.</p>';
+      }
+
+      if (clientType === 'claude-ai') {
+        return '<ol style="margin: 0 0 20px 0; padding-left: 20px; line-height: 2; font-size: 15px;">' +
+          '<li>Open <a href="https://claude.ai/settings/integrations" target="_blank" style="color: #00A3E1;">claude.ai/settings/integrations</a></li>' +
+          '<li>Click <strong>Add custom integration</strong></li>' +
+          '<li>Paste the URL below and click <strong>Add</strong></li>' +
+          '<li>Claude handles SSO authentication automatically</li>' +
+        '</ol>' +
+        '<div style="display: flex; align-items: center; gap: 8px; background: rgba(0,163,225,0.08); border: 1px solid rgba(0,163,225,0.2); border-radius: 8px; padding: 12px 16px; margin-bottom: 16px;">' +
+          '<code style="flex: 1; font-size: 13px; word-break: break-all;">' + escapeHtml(mcpUrl) + '</code>' +
+          '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
+        '</div>' +
+        '<p style="font-size: 13px; opacity: 0.6;">Tools sync automatically to claude.ai, Claude Desktop (web), and the Claude mobile app.</p>';
+      }
+
+      if (clientType === 'perplexity') {
+        var item = state.manualQueue[state.currentManualIndex];
+        var msg = (item && item.message) || '';
+        return '<div style="font-size: 14px; line-height: 1.8; margin-bottom: 16px;">' + escapeHtml(msg).replace(/\\n/g, '<br>') + '</div>';
+      }
+
+      if (clientType === 'stdio') {
+        var item = state.manualQueue[state.currentManualIndex];
+        var msg = (item && item.message) || '';
+        var snippet = msg.replace(/^Add this to your client config:\\n\\n/, '');
+        return '<p style="margin-bottom: 12px; font-size: 14px;">Add this to your client\u2019s MCP config:</p>' +
+          '<div class="stdio-snippet">' +
+            '<button class="copy-btn" onclick="copySnippet(this)">Copy</button>' +
+            '<pre>' + escapeHtml(snippet) + '</pre>' +
+          '</div>';
+      }
+
+      return '';
+    }
+
+    function renderManualSetup() {
+      var el = document.getElementById('manual-setup-content');
+      var total = state.manualQueue.length;
+      var idx = state.currentManualIndex;
+
+      if (idx >= total) {
+        goToStep('connect');
+        return;
+      }
+
+      var item = state.manualQueue[idx];
+      var clientType = item.client;
+      var clientName = MANUAL_CLIENT_NAMES[clientType] || clientType;
+      var icon = CLIENT_ICONS[clientType] || '';
+
+      var progressHtml = total > 1
+        ? '<div style="font-size: 12px; text-transform: uppercase; letter-spacing: 0.1em; opacity: 0.5; margin-bottom: 8px;">Setup ' + (idx + 1) + ' of ' + total + '</div>'
+        : '';
+
+      el.innerHTML = progressHtml +
+        '<div style="display: flex; align-items: center; gap: 12px; margin-bottom: 24px;">' +
+          (icon ? '<div class="client-icon" style="width: 32px; height: 32px;">' + icon + '</div>' : '') +
+          '<h2 style="margin: 0;">Set up ' + escapeHtml(clientName) + '</h2>' +
+        '</div>' +
+        '<p class="subtitle" style="margin-bottom: 24px;">Follow these steps to connect Cortex</p>' +
+        getManualSetupContent(clientType);
+    }
+
+    function completeManualSetup() {
+      state.currentManualIndex++;
+      if (state.currentManualIndex < state.manualQueue.length) {
+        renderManualSetup();
+      } else {
+        goToStep('connect');
+      }
+    }
+
+    function skipManualSetup() {
+      state.currentManualIndex++;
+      if (state.currentManualIndex < state.manualQueue.length) {
+        renderManualSetup();
+      } else {
+        goToStep('connect');
+      }
+    }
+
+    // \u2500\u2500 Step 6: Connect Accounts \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500
     async function renderConnect() {
       var el = document.getElementById('conn-list');
       el.innerHTML = '<div class="status status-info"><span class="spinner"></span> Loading connections...</div>';
@@ -1999,7 +2097,7 @@ function configureClaudeAi(serverUrl, _apiKey, _mcps) {
 }
 function configureClaudeCowork(serverUrl, _apiKey, _mcps) {
   const url = `${serverUrl}/mcp/cortex`;
-  return 'Add Cortex to Claude CoWork:\n\n1. Open Claude Desktop \u2192 Settings \u2192 Connectors\n2. Click "Add connector" \u2192 "Custom connector"\n3. Paste this URL: ' + url + "\n4. Click Add \u2014 sign in via Okta when prompted\n5. Cortex tools are now available in CoWork sessions";
+  return 'Add Cortex to Claude CoWork:\n\n1. Open Claude Desktop \u2192 Settings \u2192 Connectors\n2. Click "Add custom connector"\n3. Name: Cortex CoWork\n4. Remote MCP server URL: ' + url + "\n5. Click Add \u2014 sign in via Okta when prompted\n6. Cortex tools are now available in CoWork sessions";
 }
 function generateStdioSnippet(_apiKey) {
   const isWindowsTarget = getPlatform() === "windows" || isWSL();