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Improved setup instructions#258

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dschwarz26 wants to merge 10 commits intomainfrom
claude-setup
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Improved setup instructions#258
dschwarz26 wants to merge 10 commits intomainfrom
claude-setup

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@dschwarz26 dschwarz26 commented Mar 4, 2026

  • Don't require API keys unless using SDK directly
  • Re-organize the docs site landing page
Screenshot 2026-03-03 at 5 12 55 PM Screenshot 2026-03-03 at 5 14 41 PM

dschwarz26 and others added 7 commits February 26, 2026 20:48
Adds list_built_in_datasets() and use_built_in_list() SDK functions, plus
everyrow_browse_lists and everyrow_use_list MCP tools. use_list copies the
dataset into a session, fetches the data, and saves it as a CSV file ready
to pass to screen/rank/agent/dedupe operations.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Rename "built-in" to "reference lists" throughout. Expand browse_lists
docstring to enumerate what's available (stock indices, sector breakdowns,
countries, people, institutions, infrastructure) so agents know when to
use it without needing a separate system prompt.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fixes test_manifest_sync test failure.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Create new Get Started docs: claude-ai.md, claude-cowork.md, claude-code.md
- Restructure docs sidebar into "Get Started" + "Reference" sections
- Rewrite installation.mdx homepage with surface grid (App, Claude.ai, Cowork, Code, SDK)
- Update getting-started.md as Python SDK page with banner linking to Claude surfaces
- Rewrite skills-vs-mcp.mdx as skills-only documentation
- Update chaining-operations.md with multi-surface examples
- Update docs homepage agent instructions to be MCP-first, API key as fallback
- Update mcp-server.md to lead with remote server
- Add app + claude-ai tabs to GuideTabs component (4 tabs total)
- Update all 9 guide MDX files with new tab preambles
- Update all 15 case study content.mdx files with new tab preambles
- Restructure README.md to lead with Claude surfaces
- Update SKILL.md to check for MCP before asking for API key
- Add remote server note to everyrow-mcp README

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
MDX interprets bare `<=` as a JSX tag opening, causing a compile error.
Use HTML entities in the claude-ai tab preamble text.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…eorganize sidebar

- Make InstallationTabs the top element on docs homepage (remove hero/grid)
- Add Claude.ai, Claude Cowork to platform selector; remove Claude Desktop
- Add TabContent for all platforms (was missing python-sdk, claude-code, claude-desktop)
- Fix 80 internal links missing /docs prefix across 30 files
- Reorganize sidebar: rename "Get Started" to "Installation", move Skill and MCP Server into it
- Add GitHub icon and tagline to sidebar logo
- Rework skill page: correct install commands, clarify relationship to MCP
- Rename Python SDK page title from "Getting Started"
- Move dependencies info into relevant tab content only

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@dschwarz26 dschwarz26 requested a review from RafaelPo March 4, 2026 01:13
@dschwarz26 dschwarz26 changed the title Improved instructions Improved setup instructions Mar 4, 2026
dschwarz26 and others added 3 commits March 3, 2026 17:22
Resolve conflicts: take main's improved use_list (artifact_id mode,
stdio/http handling, logging), updated README description, added
Classify/Forecast ops to getting-started, mcp-server.md→.mdx rename.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix broken internal link /docs/case-studies/basic-usage -> /docs/case-studies
- Add 4 new external URLs to check-links.py SKIPPED_URLS
- Bump version 0.4.1 -> 0.4.2 across all version files (required by skill version check)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@rgambee rgambee closed this Mar 4, 2026
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2 participants