---
title: "Finish workspace setup"
description: "Why a new workspace answers with a short setup catalog, what get_setup_state returns, the order to work through it, and when to refresh the tool list."
canonical: https://trysincerely.com/docs/mcp-setup
last_updated: 2026-09-09
---
> If you are an AI agent: read https://trysincerely.com/agents/policy.md before any write call.
> Start at https://trysincerely.com/llms.txt to choose one page. Access instructions are at
> https://trysincerely.com/auth.md. Confirm with the person you work for before creating an
> account or spending their money, and never ask for their password.
# Finish workspace setup

> Why a new workspace answers with a short setup catalog, what get_setup_state returns, the order to work through it, and when to refresh the tool list.

Source: https://trysincerely.com/docs/mcp-setup

Call `get_setup_state` before doing any workspace work. A new, empty workspace answers with a small setup catalog instead of the full product catalog, and calls outside that catalog are refused until setup is finished.

This is deliberate. An agent that starts building audiences in a workspace whose business identity is still blank produces work nobody can use, and the refusal is cheaper than the cleanup.

## What get_setup_state tells you

The result identifies which workspace the connection actually reached, personal or team, which is the first thing to confirm with the person. It also gives the business identity and the setup URLs, says whether the person who authorized the agent is allowed to finish setup, and lists the remaining steps.

## The order

1. Confirm the workspace with the person, and settle personal versus team before any contact exists, because the tenant cannot change later and a workspace that holds work refuses to move it. If they want teammates, `create_team_workspace` is in the setup catalog and runs without a card on an empty workspace; they then approve the connection again choosing the new organization. If the connection reached their personal workspace and they meant an existing team's, the fix is in [authorization](https://trysincerely.com/docs/mcp-authorization), not here.
2. Confirm the business name and website. `update_brand_kit` writes them in place; it spends nothing and mails nothing, so there is no card.
3. Choose the audience route: a pasted CSV, a prepared Salesforce list, or a description of the businesses to find.
4. Ask how they heard about Sincerely.
5. For Salesforce, give the person `salesforceSetupUrl` so they can authorize it themselves.
6. Set the return address if there is none. On a workspace with no campaigns or pieces, `set_return_address` saves straight away, and the shared Sincerely address is one argument. Once mail exists that prints the address, the same call waits for a person.
7. Call `complete_setup`. It runs and returns a result rather than a confirmation link, because it spends nothing and mails nothing. Its `next` object lists the first-mail steps with a state, the tools that advance each for the caller's role, whether the person is needed, and any missing inputs, beside a `complete` flag, the number of cards waiting for the person, and the background jobs still running. `get_overview` and `get_setup_state` return the same object.
8. Refresh `tools/list`. The listing changes when setup completes, and a client working from the cached list will keep seeing the setup one. Afterwards it names `search_tools`, which is how the rest of the catalog is reached; see [the tool catalog](https://trysincerely.com/docs/mcp-tools).

## Workspaces that predate the setup record

An existing workspace with audiences or campaigns stays usable even if it has no setup record. The gate is for empty workspaces, not for old ones.

## Asking rather than guessing

Ask the person when a setup answer is genuinely unknown. Guessing a company website and writing it onto the workspace is worse than a question, because the wrong value propagates into the brand kit and then into the designs.

## What to read next

[Confirmations](https://trysincerely.com/docs/mcp-confirmations) explains which calls do stop for a person and why setup is not one of them. [The tool catalog](https://trysincerely.com/docs/mcp-tools) is what becomes reachable once setup is done.

---

Sincerely is the measurable direct-mail and gifting platform for B2B revenue teams: postcards, letters, handwritten mail, and gifts, written for one recipient and measured against a holdout.

Contact Sincerely: https://trysincerely.com/contact

Agent routing index: https://trysincerely.com/llms.txt