--- title: Order Buddy — Setup Guide description: How to set up Order Buddy on a colleague's machine so they can create Salesforce orders from Buddy quotes using Claude Code author: Marc Burborough version: "1.0" date: 2026-03-20 audience: Now NZ sales team --- # Order Buddy — Setup Guide Order Buddy is a Claude Code skill that automates creating Salesforce orders from Buddy quotes. It drives the Salesforce browser UI via the "Claude in Chrome" extension, filling in order forms and adding products to cart automatically. This guide walks through everything needed to run Order Buddy on a new machine. --- ## Prerequisites ### 1. Claude Code (Pro tier or above) - Install Claude Code CLI: - Sign in with an Anthropic account on a **paid Pro tier** (or above) - The account email should match the Google Chrome profile used for Salesforce (see below) ### 2. Node.js - Install Node.js **v18 or later**: - Verify with: `node --version` ### 3. Google Chrome with Claude in Chrome extension - Install Google Chrome (or confirm it's already installed) - Install the **Claude in Chrome** extension from the Chrome Web Store - The extension connects Claude Code to the browser so it can read pages, click buttons, and fill forms ### 4. Salesforce access - A Now NZ Salesforce account with permission to create Orders - The account must be able to see the **B2B Price List** and **Mobile Products** category in the Vlocity CPQ catalog - The company/account you're ordering for must already exist in Salesforce --- ## File Setup You need a local copy of the following files from the `ultimate-buddy` project. Ask Marc for a zip or clone the repo. ### Required folder structure ``` ultimate-buddy/ ├── .mcp.json # MCP server configuration ├── CLAUDE.md # Project context for Claude Code ├── .claude/ │ └── skills/ │ ├── order-buddy/ │ │ └── SKILL.md # Order Buddy skill definition │ └── quote-buddy/ │ └── SKILL.md # Quote Buddy skill (optional, for generating quotes) └── mcp-server/ ├── index.js # MCP server entry point ├── package.json # Node.js dependencies ├── node_modules/ # Dependencies (run npm install if missing) └── src/ ├── client.js # HTTP client for Buddy API └── tools/ ├── quotes.js # Quote tools (list, get, generate) ├── leads.js # Lead tools ├── salespeople.js # Salespeople tools ├── integrations.js # Gemini, Mailchimp tools ├── projects.js # Project tools ├── issues.js # Issue tools ├── project-config.js # Project config tools ├── learn.js # Learning tools ├── mrr.js # MRR finance tools └── system.js # Feature flags, permissions ``` ### Minimum files for Order Buddy only If you only need Order Buddy (not the full Buddy toolset), you still need the entire `mcp-server/` directory and the `.mcp.json` file because Order Buddy uses MCP tools to look up quotes, pricebook items, and salespeople. ``` ultimate-buddy/ ├── .mcp.json ├── CLAUDE.md ├── .claude/ │ └── skills/ │ └── order-buddy/ │ └── SKILL.md └── mcp-server/ # Entire directory required ├── index.js ├── package.json ├── node_modules/ └── src/ ├── client.js └── tools/ ├── quotes.js ├── salespeople.js └── (all other tool files) ``` > **Note:** The MCP server registers all tools at startup, so all tool files under `src/tools/` must be present even if you only use a few. --- ## Installation Steps ### Step 1: Copy the project files Copy the folder structure above to the colleague's machine. For example: ```bash # Example location ~/Desktop/ultimate-buddy/ ``` ### Step 2: Install MCP server dependencies ```bash cd ~/Desktop/ultimate-buddy/mcp-server npm install ``` This installs the `@modelcontextprotocol/sdk` and `zod` packages. ### Step 3: Verify the .mcp.json file Open `.mcp.json` in the project root and confirm it contains: ```json { "mcpServers": { "buddy": { "command": "node", "args": ["mcp-server/index.js"], "env": { "BUDDY_API_URL": "https://nownz.netlify.app/.netlify/functions", "BUDDY_SERVICE_KEY": "" } } } } ``` > **Important:** The `BUDDY_SERVICE_KEY` is a shared secret that authenticates MCP API calls. Ask Marc for the current key. Do not commit it to any public repository. ### Step 4: Set up Claude in Chrome 1. Open Google Chrome and sign in with your Now NZ Google profile 2. Install the **Claude in Chrome** extension if not already installed 3. Open the extension and ensure it shows as **Connected** 4. The Chrome profile email should match your Claude Code login email ### Step 5: Log in to Salesforce 1. In Chrome, navigate to: `https://nownz.lightning.force.com` 2. Log in with your Salesforce credentials 3. Verify you can see the **Orders** tab in the navigation bar ### Step 6: Launch Claude Code ```bash cd ~/Desktop/ultimate-buddy claude ``` Claude Code will automatically detect the `.mcp.json` file and start the Buddy MCP server. You should see the MCP tools become available. --- ## Usage ### Creating orders from a quote ``` create salesforce orders for [Company Name] ``` or ``` order buddy for [Company Name] ``` Claude will: 1. Look up the quote in Buddy 2. Build an order list (one order per line item) 3. Ask you to confirm before proceeding 4. Create each order in Salesforce by automating the browser 5. Add the correct product to each order's cart 6. Present a summary when done ### Creating a quote first, then ordering You can also generate a quote first using Quote Buddy: ``` create a quote for [Contact Name] from [Company] for 3x Business Ultra Mobile 50GB ``` Then once the quote is ready: ``` order buddy for [Company] ``` --- ## Currently Supported Products Order Buddy currently supports **Mobile Products** only: | Product | Monthly Price | |---------|--------------| | Business Everyday Mobile 7GB | $35.00 | | Business Ultra Mobile 50GB | $45.00 | | Business Data Essential 15GB | $15.00 | | Business Data Lite 5GB | $5.00 | | Business Data Plus 40GB | $20.00 | Broadband, Reach, Hardware, and other product types are planned for a future phase. --- ## Troubleshooting | Problem | Solution | |---------|----------| | "MCP server not found" on startup | Check that `.mcp.json` exists in the project root and `mcp-server/node_modules/` is populated. Run `npm install` in `mcp-server/`. | | Claude can't see the browser | Ensure Claude in Chrome extension is installed, enabled, and shows "Connected". The Chrome profile email must match your Claude Code login. | | "Account not found" in Salesforce | The company must exist as an Account in Salesforce before Order Buddy can create orders for it. Create the account manually first. | | Salesforce session expired | Log back in to Salesforce in Chrome, then retry the order. | | Products not loading in catalog | Ensure you have access to the B2B Price List in Salesforce. Check with your SF admin if the Vlocity CPQ catalog is visible. | | Slow Salesforce pages | This is normal. Order Buddy waits up to 60 seconds for each page load. Do not interrupt it while it's working. | | Wrong Chrome profile | Claude in Chrome connects to a specific Chrome profile. Make sure the profile with Salesforce logged in is the active one. | --- ## Security Notes - The `BUDDY_SERVICE_KEY` in `.mcp.json` provides full API access to Buddy. Treat it like a password. - Do not share the key outside the Now NZ team. - Do not commit `.mcp.json` to public repositories. - Order Buddy only creates draft orders — it does not activate or submit them. You still review and submit orders manually in Salesforce. --- ## Quick Reference | What | Where | |------|-------| | Order Buddy skill | `.claude/skills/order-buddy/SKILL.md` | | Quote Buddy skill | `.claude/skills/quote-buddy/SKILL.md` | | MCP server config | `.mcp.json` | | MCP server code | `mcp-server/` | | Project context | `CLAUDE.md` | | Salesforce Orders URL | `https://nownz.lightning.force.com/lightning/o/Order/list` | | Buddy production URL | `https://nownz.netlify.app` | | Support | Marc Burborough (marc.burborough@nownz.co.nz) |