INSTALLATION.md•5.96 kB
# 🚀 JobNimbus MCP Client - Universal Installation Guide
**Works on ANY computer - No cloning, no local setup required!**
## Quick Start (2 Minutes)
### Step 1: Configure Claude Desktop
**Find your config file:**
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
- **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Linux**: `~/.config/Claude/claude_desktop_config.json`
### Step 2: Add This Configuration
Open the config file and add:
```json
{
"mcpServers": {
"Joblimbus-Stamford": {
"command": "npx",
"args": [
"-y",
"jobnimbus-mcp-client"
],
"env": {
"MCP_SERVER_URL": "https://jobnimbus-mcp-remote.onrender.com",
"JOBNIMBUS_API_KEY": "your_stamford_api_key_here",
"JOBNIMBUS_INSTANCE": "stamford"
}
},
"Joblimbus-Guilford": {
"command": "npx",
"args": [
"-y",
"jobnimbus-mcp-client"
],
"env": {
"MCP_SERVER_URL": "https://jobnimbus-mcp-remote.onrender.com",
"JOBNIMBUS_API_KEY": "your_guilford_api_key_here",
"JOBNIMBUS_INSTANCE": "guilford"
}
}
}
}
```
### Step 3: Replace API Keys
Get your JobNimbus API key:
1. Log into JobNimbus
2. Go to **Settings** → **Integrations** → **API**
3. Copy your 16-character API key
4. Replace `your_stamford_api_key_here` and `your_guilford_api_key_here` in the config
### Step 4: Restart Claude Desktop
Close and reopen Claude Desktop completely. That's it!
## ✅ Verification
After restart, type in Claude:
```
What JobNimbus tools do I have access to?
```
You should see 60+ tools including:
- `get_jobs`, `search_jobs`
- `get_contacts`, `search_contacts`
- `get_activities`, `get_estimates`
- `analyze_insurance_pipeline`
- And many more!
## 🆚 Old vs New Configuration
### ❌ OLD WAY (Only works on one computer)
```json
{
"command": "node",
"args": ["C:\\Users\\benito\\poweria\\jobnimbus\\...\\mcp-client.js"]
}
```
**Problem**: Hardcoded local path - breaks on other computers
### ✅ NEW WAY (Works everywhere)
```json
{
"command": "npx",
"args": ["-y", "jobnimbus-mcp-client"]
}
```
**Solution**: npx downloads and runs the client automatically
## 🔧 How It Works
```
┌─────────────────┐
│ Claude Desktop │ ← You type here
└────────┬────────┘
│ MCP Protocol
▼
┌─────────────────────────┐
│ jobnimbus-mcp-client │ ← Auto-installed by npx
│ (Local Proxy) │
└────────┬────────────────┘
│ HTTPS
▼
┌─────────────────────────┐
│ MCP Server (Render.com) │ ← Centralized server
└────────┬────────────────┘
│ REST API
▼
┌─────────────────────────┐
│ JobNimbus API │ ← Your data
└─────────────────────────┘
```
## 💡 Why This Is Better
| Feature | Old (Local Path) | New (npx) |
|---------|-----------------|-----------|
| Works on any computer | ❌ No | ✅ Yes |
| Auto-updates | ❌ No | ✅ Yes |
| Easy to share | ❌ No | ✅ Yes |
| Requires cloning repo | ✅ Yes | ❌ No |
| Path issues | ✅ Common | ❌ None |
## 🛠️ Troubleshooting
### "Command not found: npx"
**Solution**: Install Node.js from https://nodejs.org (includes npx)
### "Method not found" error
**Solution**: Restart Claude Desktop to clear cache
### "Invalid API key" error
**Solution**:
1. Verify API key is exactly 16 characters
2. No extra spaces
3. Correct instance (stamford/guilford)
### Tools not showing
**Solution**:
1. Check config file syntax (valid JSON)
2. Restart Claude Desktop completely
3. Check Claude Desktop logs for errors
## 📱 Multi-Computer Setup
Want to use JobNimbus tools on multiple computers? Just copy the config to each computer:
1. **Laptop**: Configure once
2. **Desktop**: Copy the same config
3. **Work PC**: Copy the same config
All connect to the same server, no coordination needed!
## 🔐 Security
Your API key:
- ✅ Stays in your local Claude config
- ✅ Sent directly to the server (HTTPS)
- ✅ Never stored on the server
- ✅ Never logged
- ✅ Cleaned from memory immediately
## 📊 What You Get
### 60+ JobNimbus Tools
**Core Data:**
- Jobs, Contacts, Estimates, Activities
**Enhanced Features (NEW!):**
- Schedule filtering (`scheduled_from`, `scheduled_to`)
- Multi-field sorting (`date_start`, `date_end`, etc.)
- Boolean filters (`has_schedule`)
**Analytics:**
- Sales rep performance
- Revenue reports
- Pipeline analysis
- Margin analysis
**Advanced:**
- Insurance pipeline optimization
- Retail pipeline analysis
- Forecasting & predictions
- Smart scheduling
## 🎯 Example Usage
### Get Jobs Scheduled This Month
```javascript
get_jobs({
scheduled_from: "2025-10-01",
scheduled_to: "2025-10-31",
sort_by: "date_start",
order: "asc"
})
```
### Search Insurance Jobs
```javascript
search_jobs({
query: "insurance",
has_schedule: true,
size: 20
})
```
### Find Unscheduled Jobs
```javascript
get_jobs({
has_schedule: false,
sort_by: "date_created",
order: "desc"
})
```
## 🔄 Updates
npx checks for updates automatically. To force update:
```bash
npx clear-npx-cache
```
Then restart Claude Desktop.
## 📞 Support
- **GitHub**: https://github.com/benitocabrerar/jobnimbus-mcp-remote
- **Issues**: https://github.com/benitocabrerar/jobnimbus-mcp-remote/issues
- **Documentation**: See README.md in the repository
## 📝 Version
Current version: **1.0.0**
---
**Made with ❤️ for Poweria**
*Universal access to JobNimbus from any computer running Claude Desktop*