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Installation

Choose your AI assistant below for specific installation instructions. No technical experience required!

Prerequisites

Before you start, you'll need:

Tekmetric API Credentials

These are special credentials that let your AI assistant access your shop data.

Important: You must request API access from Tekmetric - it's not available directly in your account settings.

How to get credentials:

  1. Request API access: Visit api.tekmetric.com for information on requesting API credentials
  2. Wait for approval: Allow 2-3 weeks for Tekmetric to review your application
  3. Receive credentials: Tekmetric will provide you with a Client ID and Client Secret
  4. Save them securely: You'll need these to configure the MCP server

⚠️ Note: API access approval is at Tekmetric's discretion. If you're building a third-party integration, approval is not guaranteed.

Choose Your Installation Method

Click on your AI assistant below:

Claude Desktop Installation

Recommended for most users

  • One-click Desktop Extension (.mcpb) installer
  • Works on Mac and Windows
  • Easiest setup

Claude Code Installation

For VS Code users

  • Configure via settings file
  • Works within VS Code
  • Great for developers

Cline Installation

For VS Code users

  • Popular VS Code extension
  • MCP support built-in
  • Good for technical users

Manual Installation

For advanced users or other MCP clients

  • Works with any MCP-compatible client
  • Requires manual configuration
  • Most flexible option

Testing vs. Real Data

When you first set up, we recommend testing with fake data before using real customer information.

Test Mode (Sandbox)

Use Tekmetric's test environment:

  • Base URL: https://sandbox.tekmetric.com
  • Shop ID: Usually 2 or 3
  • Get sandbox credentials from your Tekmetric rep

Production Mode (Real Data)

Use your actual shop data:

  • Base URL: https://shop.tekmetric.com
  • Shop ID: Your real shop ID number
  • Use your production API credentials

Always test first! Make sure everything works with test data before switching to real data.

Need Help?

  • Check the troubleshooting section in your specific installation guide
  • Create a GitHub issue
  • Contact Tekmetric support for help with API credentials

Next Steps

After installation:

Privacy & Security

Your data is safe:

  • ✅ This tool can only read your data, never change it
  • ✅ All connections are encrypted
  • ✅ Your credentials stay on your computer
  • ✅ Your AI assistant doesn't store your shop data

Think of it like this: You're giving your AI assistant permission to look at your Tekmetric account, just like you'd let an employee log in and look around. They can see information but can't modify anything.