{
  "markdown": "# MarcoPolo Plugin for Claude and Codex\n\nThe MarcoPolo plugin connects Claude and Codex to a secure, persistent remote\nworkspace for working with company data, querying connections, joining results\nacross sources, building dashboards, and running scheduled workflows. It\nbundles the MarcoPolo MCP server plus shared skills that keep workspace-first\ndata work consistent across clients.\n\n## Installation\n\n### Claude\n\n#### Claude Code\n\n```bash\ngit clone https://github.com/immersa-co/marcopolo-plugin.git\n```\n\nStart Claude Code in the plugin directory or a parent directory. It detects the\nplugin automatically.\n\n#### Claude Desktop / Claude.ai\n\nPlugins require admin privileges. Add this repo to your organization's private\nplugin marketplace, or download as a zip and upload through Plugins (Preview)\nsettings.\n\n#### Verify\n\nRun `/skills` in Claude Code. You should see:\n\n- `using-marcopolo-workspace`\n- `using-connection-cli`\n- `setup-connection`\n- `query-and-analyze`\n\n### Codex\n\nCodex uses `.codex-plugin/plugin.json` and reuses the same `skills/` and\n`.mcp.json` files as Claude. The `agents/` directory remains Claude-specific;\nCodex gets its behavior from the bundled skills and plugin manifest metadata.\n\nFor Codex, the recommended setup is a personal install so the plugin is\navailable across projects.\n\n```bash\nmkdir -p ~/.codex/plugins\ngit clone https://github.com/immersa-co/marcopolo-plugin ~/.codex/plugins/marcopolo\n```\n\nAdd or update `~/.agents/plugins/marketplace.json`:\n\n```json\n{\n  \"name\": \"my-plugins\",\n  \"interface\": {\n    \"displayName\": \"My Plugins\"\n  },\n  \"plugins\": [\n    {\n      \"name\": \"marcopolo\",\n      \"source\": {\n        \"source\": \"local\",\n        \"path\": \"./.codex/plugins/marcopolo\"\n      },\n      \"policy\": {\n        \"installation\": \"INSTALLED_BY_DEFAULT\",\n        \"authentication\": \"ON_INSTALL\"\n      },\n      \"category\": \"Productivity\"\n    }\n  ]\n}\n```\n\nThen:\n\n1. Restart Codex.\n2. Open the plugin directory in Codex.\n3. Select your personal marketplace.\n4. Verify `marcopolo` appears installed by default or install it manually if\n   your local policy differs.\n\n#### Verify\n\nAfter installation, confirm the plugin exposes:\n\n- `using-marcopolo-workspace`\n- `using-connection-cli`\n- `setup-connection`\n- `query-and-analyze`\n\nAlso confirm the `marcopolo` MCP server loads from `.mcp.json` when you start a\nCodex session in this repo.\n\n## Session compatibility\n\nNewer MarcoPolo sessions may expose the preferred product data tools:\n\n- `connections_list`\n- `data_query`\n\nOlder sessions may expose only `workspace_shell`. Core querying still works in\nthose sessions through the compatibility path:\n\n- `workspace_shell(\"connection list --json\")`\n- bounded `workspace_shell(\"connection query ... --json\")`\n\nThe plugin skills and workspace guides are written to prefer the product data\ntools when available and fall back to `workspace_shell` when they are not.\n\nGenerated dashboards, Remote Artifacts, and external app code should prefer\n`data_query` when the product surface exposes it. `workspace_shell` is the\nagent-session fallback, not the runtime contract for generated artifacts.\n\n## How to use it\n\nOnce the plugin is installed, use your client normally. The plugin adds the\nMarcoPolo MCP server plus shared skills, so you can ask for data work in\nnatural language without manually wiring tools together.\n\nGood first prompts:\n\n- `List the connections available through MarcoPolo and tell me which one looks relevant for revenue reporting.`\n- `Install a demo connection so I can try MarcoPolo without my own credentials.`\n- `Inspect the schema for the orders table before writing any SQL.`\n- `Query monthly revenue for the last 12 months and build a dashboard from the result.`\n- `Build a scheduled pipeline that refreshes this report every weekday morning.`\n\nBehavior by client:\n\n- Claude uses the bundled skills and the `marcopolo` agent in this repo.\n- Codex uses the shared skills from `skills/` and the MCP server from\n  `.mcp.json`; it does not use the Claude-specific `agents/` directory.\n\n## What you can do\n\n- Query any connection.\n- Join across connections through the workspace-local DUCKDB connection.\n- Explore schemas and refresh metadata snapshots before writing queries.\n- Work with cloud storage for connections that advertise those capabilities.\n- Build dashboards and generated apps backed by governed MarcoPolo data.\n- Build scheduled data and AI workflows.\n- Manage recurring workspace jobs through cron.\n- Install demo connections.\n\n## Plugin contents\n\n| Component         | Description                                                                                  |\n|-------------------|----------------------------------------------------------------------------------------------|\n| **MCP Server**    | Connects to `https://mcp.marcopolo.dev`                                                      |\n| **Claude plugin** | `.claude-plugin/plugin.json`                                                                 |\n| **Codex plugin**  | `.codex-plugin/plugin.json`                                                                  |\n| **Agent**         | `marcopolo` - data analyst with workspace-first defaults (Claude only)                       |\n| **Skills**        | `using-marcopolo-workspace`, `using-connection-cli`, `setup-connection`, `query-and-analyze` |\n\n## In-workspace guidance\n\nOnce a session is running, the workspace's own guidance files are the canonical\ninstructions for day-to-day operation:\n\n- `/workspace/README.md`\n- `/workspace/RULES.md`\n- `/workspace/workflows/README.md`\n\nThose files define the preferred tool path, workspace conventions, and the\ncompatibility fallback for older sessions.\n\n## Documentation\n\n- [Plugin documentation](https://docs.marcopolo.dev/getting-started)\n- [Getting started](https://docs.marcopolo.dev/getting-started)\n- [MCP Tools Reference](https://docs.marcopolo.dev/how-it-works/tools)\n- [Security](https://docs.marcopolo.dev/security)\n\n## License\n\nApache-2.0\n",
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