> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.moveworks.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.moveworks.com/_mcp/server.

# Installing AI Agents

# Installation Help Documentation

### Step 1: Start the installation Process

* Click the “Install Button” at the top of the marketplace listing.

  ![](https://files.readme.io/23c54c77ab07d5103df2afccc6776d516d13964e889279b46240a825b0f50e21-CleanShot_2025-04-10_at_11.43.55.png)
* You will prompted to log into your Moveworks tenant. Select the instance that suits your needs
* You will now see that this plugin has 1 or more installation steps.

  ![](https://files.readme.io/ee278a2c782ed15b3db51f12cce9300534c5f880bbec2d60626c8bcfdbd5057a-CleanShot_2025-04-10_at_11.44.38.png)

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### Step 2: Installation Steps

* For each installation step, please click on the "update" button
* There are two types of installation steps: Update Connector or Update Name

| Installation Step | Rationale                                                                     | Potential Actions:                                           |
| :---------------- | :---------------------------------------------------------------------------- | :----------------------------------------------------------- |
| Update Connector  | There is an action that requires authentication to a third party system.      | 1. Choose an existing connector 2. Configure a new connector |
| Update Name       | There is an asset in your Agent Studio Tenant that already has the same name. | 1. Enter a new unique name for the asset.                    |

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### Step 3: Confirm Installation

* Please review all of the components being installed.

  ![](https://files.readme.io/2ed7474af819f1d9d7158f9c2f0ce01a0b78116b0f3abf248f0df4eb69a7202d-CleanShot_2025-04-10_at_11.49.27.png)
* After you have reviewed the components, proceed with installation by clicking the "Install Template" button.

### Step 4: Launch your plugin!

* After the installation is complete, you will be redirected to plugin workspace and can view or edit any of the assets that have been installed.
* You will now have to launch your plugin and to test its functionality. See [our guide](https://developer.moveworks.com/creator-studio/administration/launch-options/) on Launch Rules.
* If you wish, feel free to customize any descriptions and triggering examples. However, these should work out of the box.
* If you run into any issues:
  1. Check our [troubleshooting guides](https://developer.moveworks.com/creator-studio/troubleshooting/support/)
  2. Understand your issue using Logs
  3. Reach out to Support.