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docs: Add comprehensive setup guide for Pages API
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SETUP_GUIDE.md

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# Plane MCP Server - Pages API Setup Guide
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## Quick Start
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### 1. Install
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```bash
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npm install -g @makeplane/plane-mcp-server
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```
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### 2. Configure Your MCP Client
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#### For Claude Desktop
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Edit `~/Library/Application Support/Claude/claude_desktop_config.json`:
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```json
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{
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"mcpServers": {
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"plane": {
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"command": "npx",
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"args": ["-y", "@makeplane/plane-mcp-server"],
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"env": {
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"PLANE_API_KEY": "your-api-key-here",
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"PLANE_WORKSPACE_SLUG": "your-workspace-slug",
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"PLANE_API_HOST_URL": "https://api.plane.so/",
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"PLANE_EMAIL": "your-email@example.com",
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"PLANE_PASSWORD": "your-password"
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}
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}
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}
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}
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```
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#### For VSCode
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Edit `~/.vscode/mcp.json`:
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```json
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{
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"servers": {
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"plane": {
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"command": "npx",
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"args": ["-y", "@makeplane/plane-mcp-server"],
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"env": {
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"PLANE_API_KEY": "your-api-key-here",
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"PLANE_WORKSPACE_SLUG": "your-workspace-slug",
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"PLANE_API_HOST_URL": "https://api.plane.so/",
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"PLANE_EMAIL": "your-email@example.com",
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"PLANE_PASSWORD": "your-password"
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}
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}
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}
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}
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```
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### 3. Environment Variables
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#### Required for All Features
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- `PLANE_API_KEY` - Get from Workspace Settings > API Tokens in Plane
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- `PLANE_WORKSPACE_SLUG` - Found in your Plane workspace URL
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#### Optional
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- `PLANE_API_HOST_URL` - Defaults to `https://api.plane.so/` (set for self-hosted)
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#### For Pages API Only
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- `PLANE_EMAIL` - Your Plane account email
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- `PLANE_PASSWORD` - Your Plane account password
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**Note:** If you don't set email/password, you can still use Pages tools by calling `plane_login` manually in your conversation.
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## Authentication Methods
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### API Key Authentication
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Used for most tools:
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- Projects, Issues, Modules, Cycles
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- Labels, States, Issue Types
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- Work Logs
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### Session Authentication
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Required for Pages API tools:
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- All 18 Pages API tools
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- Use `plane_login` tool or set `PLANE_EMAIL`/`PLANE_PASSWORD` env vars
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## Testing Your Setup
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### Test API Key Authentication
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Ask your AI assistant:
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```
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"List my Plane projects"
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```
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### Test Pages Authentication
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Ask your AI assistant:
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```
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"Login to Plane with my credentials and list pages in project <project-id>"
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```
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## Troubleshooting
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### Pages API Not Working
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1. Verify you've called `plane_login` or set `PLANE_EMAIL`/`PLANE_PASSWORD`
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2. Check your password is correct (no SSO - must be email/password account)
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3. For cloud instances, ensure you're using `https://api.plane.so/`
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### API Key Authentication Failing
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1. Verify your API key is valid in Plane settings
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2. Check `PLANE_WORKSPACE_SLUG` matches your workspace URL
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3. For self-hosted, verify `PLANE_API_HOST_URL` is correct
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## Self-Hosted Plane
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Set `PLANE_API_HOST_URL` to your instance:
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```json
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{
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"env": {
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"PLANE_API_HOST_URL": "http://your-plane-instance.com/",
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...
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}
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}
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```
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## Security Notes
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- Store credentials securely in your MCP client config
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- Don't share your API keys or passwords
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- Use environment-specific credentials (dev vs prod)
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- Consider using separate API keys for different tools
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## Getting Help
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- [Plane Documentation](https://docs.plane.so)
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- [MCP Documentation](https://modelcontextprotocol.io)
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- [GitHub Issues](https://github.com/makeplane/plane-mcp-server/issues)

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