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

# Managing Char from Claude Code

> Use the Char SaaS MCP to configure your organization, set up identity providers, and access browser tools from Claude Code

The Char SaaS MCP connects Claude Code to your Char account, letting you manage everything through conversation instead of switching between terminal and dashboard.

## Prerequisites

* Claude Code installed ([download](https://claude.ai/download))
* The Char SaaS MCP server added to your configuration (see [Install MCP Servers](/guides/mcp-servers))

## First-Time Setup

When you first use the Char SaaS MCP, an authentication flow runs automatically:

<Steps>
  <Step title="Sign in">
    A browser window opens to the Char sign-in page. Sign in with your identity provider, or create a new account.
  </Step>

  <Step title="Create your organization">
    If you're new, name your organization. Char suggests a name based on your email domain (e.g., "Acme" for `user@acme.com`).
  </Step>

  <Step title="Authorize Claude Code">
    Confirm that Claude Code can access your Char account. Click **Authorize** and the browser closes.
  </Step>

  <Step title="Start using">
    Back in Claude Code, you're authenticated. Your session persists across restarts.
  </Step>
</Steps>

## Common Tasks

### Configure an Identity Provider

Ask Claude to set up your IDP:

```
Configure Okta as my identity provider. My issuer URL is
https://acme.okta.com and my client ID is 0oa1234567890abcdef.
```

Claude uses the `update_organization` tool to save your configuration.

### Check Your Organization

```
Show me my Char organization details
```

Returns your org name, configured IDP, allowed domains, and subscription tier.

### Add Allowed Domains

```
Add app.acme.com and staging.acme.com to my allowed domains
```

These are the origins where you can embed the Char agent.

### Access Browser Tools

If you have browser tabs open with Char embedded, you can invoke those tools from Claude Code:

```
List the tools available in my browser tabs
```

```
Call the crm.searchContacts tool with query "Acme Corp"
```

This uses the [Tool Hub](/explanation/tool-hub) to route calls to your browser.

## Available Tools

| Tool                  | Purpose                                       |
| --------------------- | --------------------------------------------- |
| `get_organization`    | View org details, IDP config, allowed domains |
| `update_organization` | Configure IDP, update allowed domains         |
| `get_subscription`    | Check plan tier and features                  |
| `hub_list_tools`      | List tools from connected browser tabs        |
| `hub_call_tool`       | Invoke a browser tool                         |

For the full API, see [MCP Tools Reference](/reference/mcp-tools).

## Session Persistence

Your authentication persists across Claude Code sessions:

* Restart Claude Code → still authenticated
* Close terminal → still authenticated
* Next day → still authenticated

Re-authentication is only needed if you explicitly sign out or your session expires.

## Troubleshooting

<Accordion title="Browser window doesn't open">
  * Check that your default browser is set correctly
  * Try running Claude Code from a terminal with GUI access
  * On headless systems, copy the URL from the output and open it manually
</Accordion>

<Accordion title="Authorization fails">
  * Verify you're signing into the correct account
  * Check that third-party cookies aren't blocked
  * Try in an incognito window to rule out extensions
</Accordion>

<Accordion title="Tools not appearing">
  * Ensure you have browser tabs open with Char embedded
  * Check that those pages have registered WebMCP tools
  * Verify you're authenticated to those applications
</Accordion>

## See Also

<CardGroup cols={2}>
  <Card title="Install MCP Servers" icon="download" href="/guides/mcp-servers">
    Add the Char SaaS MCP to Claude Code
  </Card>

  <Card title="Tool Hub" icon="circle-dot" href="/explanation/tool-hub">
    How browser tools connect to Claude Code
  </Card>

  <Card title="MCP Tools Reference" icon="code" href="/reference/mcp-tools">
    Full API documentation
  </Card>

  <Card title="WebMCP Tools" icon="hammer" href="/guides/webmcp-tools">
    Register tools in your application
  </Card>
</CardGroup>

<Snippet file="support-cta.mdx" />