Cookbook - Jun

Each recipe builds one thing customers will use, end to end: what changes in your app, the files on the desk, how to test it and what to check when it doesn’t work. Every recipe can be done two ways:

On the desk, step by step, with the Agent page’s forms and AI.
With your own AI over the desk’s MCP server: one request in the editor where your app’s code is open, and your AI does both sides.

The files in each recipe were checked with the desk’s own checker, so you can copy them as they are.

Your first signed-in card

Customers ask “what plan am I on?” and get a card with their plan, seats and renewal date, then upgrade with one press. Identity, an account endpoint, two actions, a card, a task and tests.

Before you start

A deployed desk with the AI turned on (Quickstart).
The chat widget installed on your app.
For the MCP route: the desk connected to your AI with an owner’s or admin’s token.