Onboarding checklist
The onboarding checklist is a guided Getting started panel that walks a new user through every step required to go from an empty workspace to receiving their first MCP client request.
Where it appears
Getting started — a dedicated page at
/onboarding, reachable from the Getting started entry at the top of the sidebar.Connect page — the same checklist is shown as a card above the connect form at
/connect, so it's the first thing a new user sees after signing up.
The sidebar entry and the connect-page card disappear once you dismiss the checklist (see Dismissing and restoring).
The steps
Each step is detected automatically from your workspace data — there is nothing to tick off by hand. A step shows as complete as soon as the underlying work is done. The checklist tracks your primary app (the first app you created in the workspace).
Enable a tool
At least one tool is enabled (tools start disabled by default)
Configure MCP Auth
A server has OAuth or a shared credential assigned, or explicitly uses no auth
Every incomplete step has an action button that links straight to the page where you complete it. A progress bar shows how many of the six steps are done.
Dismissing and restoring
Once you've received your first request — or any time you'd rather hide the checklist — click Dismiss. This hides the Getting started sidebar entry and the card on the connect page for everyone in the workspace.
You can bring it back at any time: open /onboarding directly and click Restore checklist.
Related
Quickstart — the same flow written out as a walkthrough.
Agent-driven onboarding — automate these steps with the FlowCP MCP server.
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