1
Create an agent key
In Rally, open Settings → Agents & MCP and click Create key.
- Name it after where it will run, for example
Claude Code on Sam's laptop. - Role decides what the agent may do. Start with Program admin unless the agent needs to move money or manage members.
- Leave Autonomous off. The agent will then ask a person before high-risk actions.
co_ and is only shown once.2
Connect your client
The same page shows a ready-made snippet for each client with your URL and key filled in. These are the same snippets:
- Claude Code
- Codex
- Cursor
- OpenClaw
- Other clients
3
Say hello
Ask the agent:
Who am I connected as in Rally, and what is left to set up?It calls
rally_whoami and rally_setup_status and reports the workspace, its role, your plan and the open setup steps. From there, ask for what you want in plain words: “list my programs”, “draft a brief for a TikTok launch video”, “who is behind schedule this week”.Next
Tools and scopes
Connect a smaller set of tools, and learn the helper tools.
Approvals and roles
What waits for a person, and how to approve it.