Setup & Onboarding

Configure your workspace, connect integrations, and set up your team. The onboarding wizard walks through workspace creation, API key generation, and MCP client setup.


1. Create Your Account

Sign up at agentled.app. Your first workspace is created automatically during signup.

Or use the CLI for a streamlined setup that handles account creation, API key generation, and MCP configuration in one step:

npx @agentled/cli --setup

The setup wizard opens your browser, walks you through account creation, and saves your API key locally.


2. Configure Your Workspace

After creating your account, the CLI onboarding collects basic workspace information:

agentled setup

# Prompts:
#   ? Company name: Acme Corp
#   ? Company website (optional): https://acme.com
#   ? Primary use case:
#       1. Lead enrichment & outreach
#       2. Market research & competitive analysis
#       3. Data pipelines & automation
#       4. Other

This information helps AgentLed tailor workflow suggestions and agent configurations to your use case. You can update it later from Workspace Settings in the dashboard.


3. Connect Your First App

Go to Integrations in the dashboard to connect your accounts. Popular first connections:

  • HubSpot — Sync CRM contacts and companies for enrichment workflows
  • Gmail / Outlook — Send personalized outreach from your workflows
  • LinkedIn — Enrich contacts and publish content
  • Slack — Receive workflow notifications and alerts

Many integrations (Hunter, web scraping, AI models) work on credits and don't require account connections.


4. Invite Your Team

Add team members from Workspace Settings > Team. Send email invitations and assign roles. Team members share the workspace's credit balance and integrations.


5. Create Your First Workflow

You can create workflows from the dashboard or the CLI. Here's the fastest path:

Via CLI

agentled create "Find SaaS companies in Europe, enrich
contact info via Hunter, score by ICP fit"

Via MCP (Claude Code / Codex)

> "Use agentled to create a workflow that researches
   competitors and summarizes their pricing"

Via Dashboard

Click New Workflow in the dashboard, describe your goal, and the AI builder will scaffold the steps for you.


Recommended First Workflow

Try a simple enrichment workflow to see the platform in action:

agentled create "Take a list of company domains, find the
CEO email for each using Hunter, and save results
to Knowledge Graph"

This workflow uses data enrichment, AI processing, and the Knowledge Graph — covering the core platform capabilities in a single run.


Next Steps