Connect the user's chosen client and verify readiness with free checks. Setup does not require a paid job or a local payment wallet.
Connect or repair
- Diet Mercator (
https://mercator.sh/diet/mcp) is retired. Replace that connection with Mercator via Link athttps://mercator.link/mcp, followinghttps://mercator.link/skill.md. Do not use the main wallet installer or request Tempo keys for it. Ordinary card-checkout support alone does not establish SPT support; complete the Balance-policy steps below before calling automatic payments ready. - Identify the user's app and mode first; ask if unclear. Do not infer local terminal access from the agent's ability to run commands in a sandbox.
- Claude Desktop chat or claude.ai: direct the user to Customize → Connectors → Add custom
connector, name it Mercator, and enter
https://mercator.sh/mcp/auth. The user completes connection and authorization. Do not run the installer in the chat sandbox.--client claudemeans Claude Code, not Desktop chat. - Plugin installed: inspect native MCP status and complete the client's Authorize action. Follow the activation steps below if tools are missing; avoid installing a duplicate.
- Local client: run
mercator status, thenmercator setupto install or repair. Consultmercator setup --helpand honor the user's client choice with--client. - CLI absent: install and start setup with the canonical command below. Append setup arguments
with
sh -s -- --client <client>when the user selected a client. - Managed or cloud host: use native plugin and OAuth controls. A CLI inside an agent container does not configure the user's desktop.
- Other MCP client: run
mercator setup --manualfor current connection instructions.
curl -fsSL https://mercator.sh/install.sh | sh
Activate after installation
| Client / change | Next step |
|---|---|
| Claude Code terminal plugin | Run /reload-plugins in the existing session after installer or CLI plugin changes. If it warns about the prompt cache, use /reload-plugins --force. Restart Claude Code if unavailable. Native /plugin installs can activate in place. |
| Claude Code without an interactive terminal | Start a new session for plugin MCP changes. |
| Codex plugin | Check plugin/MCP status first: recent versions support live refresh (CLI 0.154.0 includes fixes for installed tools and externally updated skills). If tools remain missing, fully quit and reopen the desktop app, or exit and resume the CLI. A new desktop task alone may not refresh the running host. |
Codex AGENTS.md guidance |
Start a new session to load changed instructions. |
| Grok plugin | Restart Grok after a plugin refresh when setup requests it. |
| Standalone MCP registration | If Mercator is missing, restart the client, then complete its OAuth. Plugin reload does not guarantee that configuration written by mercator setup is loaded. |
mercator refresh |
Updates installer-managed files; it does not restart the running client. Do not kill the user's session or claim tools are active based only on installation success. |
| Current agent cannot reload | Report the exact next action to the user. For immediate shell-based access, mercator login, mercator tools, and mercator call use the separate CLI connection; they do not activate tools in the running agent. |
Verify and recover
- For Link-paid connections, check the compatible Link client's authentication, Balance availability and spending authority separately. Use the official Link CLI setup/payment skills when the host can run it; inspect command schemas and reuse existing authorization rather than creating duplicate grants. Keep payment credentials inside that host. A native Link connection may expose only card checkout.
- Include policy setup in Link onboarding when the user wants automatic Balance payments. Ask for
a finite per-purchase limit, explain that it is not a total task budget, and present the correct
app's official Link policy page for user review and approval. Reuse a verified existing policy;
never assume one exists from successful login. An approval-policy read
403is inconclusive on the tested CLI app, not proof of Stripe enablement or of missing authority. If authority cannot be verified, guide the user to review the policy page. Do not invent public-key/client pairs, enable authority for the user, or fall back to a card when Balance was requested. - Link keeps one approval policy per app: a Link CLI policy does not cover another client, such as
a Mercator via Link (
https://mercator.link/mcp) connection signed in to Link, whoseget_connection_statusreturns its ownpolicySetupUrl. Anapproval_policy_not_foundor "no approval policy is configured" response means that app has none; offer its policy page. - Pay from Link Balance first when the account has one (Link CLI:
--payment-method-idwith theBALANCEmethod's ID); Link may refuse card-backed SPTs under $0.50. Mercator's managed Link payments pick Balance automatically. - After user approval, use the client's policy-based payment option (
--use-approval-policyin Link CLI) for authorized purchases within both the policy and task budget. Setup alone does not authorize a paid acceptance test. Keep credentials for later requests and refresh normally; cancellation stops without a purchase or repeated login attempts. - If an embedded browser cannot use the user's passkey, use Continue in another browser on Mercator's approval page. For an unreachable localhost callback, return the one-time completion link shown after approval to the same client. Use the client's documented code input or port forwarding if it cannot accept the full link. Keep the link out of shared diagnostics.
- Run
mercator doctorwhen available and follow its diagnostics. Use targetedmercator setup --client <client> --verbosefor persistent setup failures. - On the connected server, inspect live tool descriptions and call
search_servicesandget_connection_statusfor free discovery and payment-readiness checks. Follow their returned next steps. An OAuth challenge alone does not prove authorization or paid readiness. - Report verified readiness and remaining user actions. Never create a paid job as a connection test.
- The user chooses wallet access limits, expiry, and funding. Never request private keys, copy tokens into chat, or install a local payment wallet to repair hosted OAuth.
- Exclude credentials, OAuth codes, payment material, and raw provider data from shared diagnostics.
Feedback
- When an unexpected failure persists after one safe recovery attempt, proactively draft a report
for
send_product_feedback. - Include the tool or command, safe error code, reproduction steps, and expected versus actual behavior. Follow live tool schemas.
- Exclude secrets, credentials, payment material, personal data, and raw inputs or outputs. Include a known job ID only when authorized; sharing it gives maintainers access to job results.
- Show the draft and ask before sending unless the user already authorized reporting this issue. Stop after a decline.
- Send at most once per issue. Do not retry uncertain delivery or report feedback-tool failures. Never create a paid job just to report a problem.
- If Mercator tools remain unavailable, show the sanitized report to the user and leave it unsent.