Essential Tools

1. Claude Pro ($20/month)
   • Required for access to Claude Desktop and MCP capabilities
   • Subscribe to Claude Pro here
2. Composio
   • For connecting MCP servers
   • Access Composio here
3. Airtable
   • For storing call transcripts and client information
   • Create an Airtable account here
4. Google Docs
   • For proposal document creation
   • Google account required
5. Perplexity API
   • For targeted industry research
   • At least $5 in API tokens recommended
   • Sign up for Perplexity API here
6. Cursor (recommended)
   • For editing configuration files
   • Download Cursor here

System Prerequisites

• Operating System: MacOS or Windows
• Required Software:
  • Claude Desktop (latest version)
  • Node.js v18 or higher
  • NPX (comes with Node.js)
• API Credentials:
  • Airtable API key
  • Perplexity API key
  • Google account for Google Docs integration

Checking Your Prerequisites

Verify your Node.js and NPX installation by running these commands in your terminal:

bash
node -v
npx -v

If these commands return version numbers, you're good to go. If not, you'll need to install Node.js:

1. Visit nodejs.org
2. Download the LTS version for your operating system
3. Follow the installation instructions
4. Restart your terminal and verify installation with the commands above