Macabout 15 minutesyou do this once

Set up your Lead Router assistant

One line pasted into Terminal installs everything and opens your assistant in Orca. Most of the 15 minutes is waiting. You will not need to type anything except your password and two answers.

Mac only for now (Apple Silicon or Intel, macOS 13 or newer). On Windows, follow the manual steps in the kit guide.

Shortcut

Already use Claude Code or Codex?

Skip the installer. Everything your assistant needs is in the GitHub repo.

  1. 1. Get the kit

    Terminal
    git clone https://github.com/jasonakatiff/theleadrouter.com-onboarding.git

    Or open the repo on GitHub and use Code → Download ZIP.

  2. 2. Add your API key

    Copy .env.example to .env and paste your API key after LEADROUTER_API_KEY=. Step 1 below shows how to make a System key.

  3. 3. Start a session

    Open that folder in Claude Code or Codex and start a session. The kit’s AGENTS.md and CLAUDE.md tell the assistant how to use the key safely.

Not a Claude Code or Codex user? Keep going, the steps below do all of this for you.

Before you start

  • Your Mac login password. You need to be an administrator on the Mac. The person who set it up usually is.
  • If you are a Lead Router customer: your API key. Step 1 shows how to make one. Not a customer yet? You can still install and explore, and add the key later.
  • An AI subscription for the assistant. Orca works with Claude. A Claude Pro or Max plan from claude.com is what most people use.

Step 1

Get your API key

Customers only. Not a customer yet? Skip to Step 2.

Your API key lets the assistant work with your account. Treat it like a password.

It must be a System key. A Partner key, a Buyer key, or a posting key will not work.

  1. 1Log in at theleadrouter.com.
  2. 2In the left sidebar go to System → API Keys. Not Settings, and not the API Keys tab on a partner or buyer.
  3. 3Click Create API Key and match the picture below: Key Name anything you like (for example “Orca assistant”); Key Type System; Scopes admin plus routing, messaging, calls and calls_rtb if shown; leave Allow billing operations off; leave Read-only off. Allow PII access can stay on if you want the assistant to see real names, emails and phones.
  4. 4Click Create Key. Copy the key right away and keep it somewhere safe, like a note or a password manager. It is shown only once. It starts with lr_. If it starts with pk_, that is a posting key. Go back and make a System key.
Create API Key dialog. Key Type is System. Scopes admin, routing, messaging, calls, and calls_rtb are selected. Allow billing operations is off. Read-only is off. Allow PII access is on.
The Create API Key dialog, filled in the way the assistant needs it.
Good to know. This key can never move money. It expires after 90 days, and you just make a new one. You can revoke it any time from the same page.

Step 2

Open Terminal

Terminal is a built-in Mac app. It is just a window where you paste one line. You cannot break anything by opening it.

  1. 1Press ⌘ (Command) and the Space bar together. A search box appears.
  2. 2Type Terminal and press Return.
  3. 3A small window opens with a blinking cursor. Leave it open.
Another way: open Finder → Applications → Utilities → Terminal.

Step 3

Paste the setup command

  1. 1Click the Copy button below.
  2. 2Click inside the Terminal window.
  3. 3Press ⌘ V to paste, then press Return.
Terminal
curl -fsSL https://theleadrouter.com/install.sh | bash

Text will start scrolling by. That is normal. Do not close the window.

Step 4

Answer two questions

What you’ll see

Are you a Lead Router customer? [y/N]
Customer: type y and press Return. Not a customer: just press Return.

What you’ll see

Paste your Lead Router API key:
Press ⌘ V to paste the key from Step 1, then Return. The key shows on screen, which is expected. Do not have it yet? Type skip and press Return. You can add it later.

After this the installer runs on its own.

Step 5

Type your Mac password when asked

What you’ll see

Password:
Type your Mac login password and press Return.

Nothing shows while you type: no dots, no stars. That is how Terminal works, not a problem. If you mistype it, it simply asks again.

You are asked only if Homebrew needs installing. Some Macs already have it and skip this.

Step 6

Wait 5 to 15 minutes

Keep the window open. You will see a checkmark appear next to each of these as it finishes.

  • Homebrew
  • GitHub CLI
  • Claude Code
  • Orca
  • Lead Router project
  • claude --dsp shortcut
  • Open in Orca

When you see All set. you are done with Terminal. You can close it.

Step 7

Meet your assistant in Orca

  1. 1Orca opens by itself. The first time, Orca asks you to sign in. Create an Orca account or sign in to the one you have.
  2. 2You will see a project called Lead Router with a tab called Claude Code.
  3. 3Claude first asks “Is this a project you created or one you trust?” Choose Yes, I trust this folder and press Return.
  4. 4If Claude asks you to sign in, follow the prompts and use your Claude account.

Try asking

  • “Introduce yourself — what can you help me with on The Lead Router?”
  • “How many leads came in this week, and how many were sold?”
  • “Explain how offers, campaigns, and contracts fit together.”
  • “Walk me through adding a new buyer, step by step.”
  • “Show me my active campaigns.”
Tip. The shortcut claude --dsp opens the assistant in any new Terminal window.

Something didn’t work?

Run it again.
Paste the same command again. It skips what is already done and picks up where it left off.
It said “Some steps failed”.
Read the line marked ✘. It says what to do next.
Send us the log.
It is at ~/Library/Logs/mac-dev-installer.log. Open Finder, press ⌘ Shift G, and paste that path. Send the file to your Lead Router contact.
You lost your key.
Make a new one (Step 1), then tell your assistant “update my Lead Router API key”, or edit the file .env inside Development › leadrouter.
You need a person.
Log in to theleadrouter.com and use the Help section, or reach out to your Lead Router contact.

What this installs

  • Homebrew

    The standard way to install tools on a Mac.

  • GitHub's command-line tool

    Used to download the Lead Router guide.

  • Claude Code

    The assistant itself.

  • Orca

    The app your assistant lives in.

  • A Development › leadrouter folder

    Holds the Lead Router guide, user manual and API reference, plus your key in a private file that never leaves your computer.

  • A shortcut called claude --dsp

    Opens the assistant in any Terminal window.

It never touches billing: the key you make cannot move money. It is safe to run more than once.

Prefer to read what it does first? The script is public. View the script. Prefer to do it by hand? Follow Steps 1 to 4 in the kit guide.

Ready?

Open Terminal and paste the command.

Terminal
curl -fsSL https://theleadrouter.com/install.sh | bash

Need your API key first? Back up to Step 1.