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Onboarding Guide

Setup the BizDev Toolkit

Your complete guide to getting the Roll the Code AI-powered business development system running. From zero to generating pitch decks in 30 minutes.

For: Anti (Antal Karolyi) Platform: Windows 11 Time: ~30 minutes Updated: April 2026
OS

01 What You'll Have When Done

After following this guide, you'll have a fully operational AI-powered business development toolkit running inside Cursor. From a single terminal prompt, you can generate any of these:

Pitch Decks

Structured outlines and full slide content for clients, investors, or partners

Sales One-Pagers

Branded, PDF-ready documents tailored to any industry or company

HTML Presentations

Dark-themed, animated web presentations you can share via link

Investor Briefs

Executive summaries with financials, market sizing, and team profiles

Market Research

Live web search, competitor analysis, TAM/SAM/SOM estimates

Cold Emails

Sequenced outreach with follow-ups, tailored to specific targets

PDF Reports

Multi-page branded documents with auto-generated covers

Partner Decks

Collaborator and white-label proposals for agency partnerships

Everything is branded Roll the Code, follows your tone of voice, and saves to the correct folder automatically. You type what you need in plain English — Claude builds it.

02 Prerequisites

You need three things before you start. Get these set up first.

Cursor (Code Editor)

Cursor is an AI-native code editor built on VS Code. It's where you'll work.

  1. Go to cursor.com
  2. Click Download for your platform
  3. Run the installer — accept all defaults
  4. Open Cursor once to confirm it launches

GitHub Account

You need a GitHub account to access the project repository.

  1. If you don't have one: go to github.com and sign up (free)
  2. If you already have one: make sure you're logged in

Claude Pro Subscription

Claude Code requires a paid Anthropic subscription.

  1. Go to claude.ai
  2. Subscribe to Claude Pro$20/month
  3. This gives you access to Claude Code. Opus 4.6 requires the Max plan ($100/month) — start with Pro and upgrade only if needed.
The $20/month Pro plan is sufficient. If you hit usage limits on heavy days, the $100/month Max plan removes them. Start with Pro — upgrade only if needed.

03 Clone the Repo in Cursor

This downloads the entire toolkit to your machine.

Option A — Clone via Cursor UI:

  1. Open Cursor
  2. Press Ctrl + Shift + P to open the Command Palette
  3. Press Ctrl + Shift + P to open the Command Palette
  4. Type Git: Clone and press Enter
  5. Paste the repository URL: https://github.com/RekaWeb3Design/rtc-bizdev.git
  6. Choose a local folder — for example: C:\Users\Anti\Documents\RTC
  7. Choose a local folder — for example: ~/Documents/RTC
  8. When it asks "Open cloned repository?" — click Yes

Option B — Clone via terminal:

Open PowerShell and run:

Open Terminal and run:

git clone https://github.com/RekaWeb3Design/rtc-bizdev.git

Then open the cloned folder in Cursor: File → Open Folder → select the rtc-bizdev folder.

You should now see the project files in the left sidebar: CLAUDE.md, brand/, .claude/, outputs/, etc.

If Cursor asks you to install Git — do it first, restart Cursor, then try cloning again.

04 Install Claude Code

Open a terminal inside Cursor and install Claude Code.

  1. In Cursor, press Ctrl + ` (backtick) to open the integrated terminal
  2. Make sure it's set to PowerShell (check dropdown in top-right of terminal panel)
  3. Make sure it's set to your default shell (zsh or bash)
  4. Run this command:
irm https://claude.ai/install.ps1 | iex
curl -fsSL https://claude.ai/install.sh | bash

Wait for it to finish, then verify:

claude --version

You should see a version number like 1.x.x.

If claude is not recognized after install: Close and reopen PowerShell (or restart Cursor entirely). If still not working, run:
$env:PATH += ";C:\Users\$env:USERNAME\.local\bin"
If claude is not recognized after install: Close and reopen your terminal (or restart Cursor entirely). If still not working, run:
export PATH="$HOME/.local/bin:$PATH"

05 Launch Claude Code

  1. In the Cursor terminal, navigate to the project folder:
cd "C:\Users\Anti\Documents\RTC\rtc-bizdev"
cd ~/Documents/RTC/rtc-bizdev

(Adjust the path to wherever you cloned the repo.)

  1. Start Claude Code:
claude
  1. On first launch, it will ask you to authenticate with your Anthropic account. Follow the prompts — it opens a browser window for login.

Once authenticated, you'll see a prompt where you can type natural language commands. This is your main workspace.

06 Run /setup

Inside Claude Code, type:

/setup

This runs the automated setup agent that installs everything else. Here's what it does:

StepWhat happensYour action
Verify Claude CodeChecks version is installedNothing — automatic
Install pluginsPrints 8 plugin commandsCopy-paste each one
Check Node.jsVerifies Node is availableNothing if installed
Install PuppeteerPDF generation toolNothing — automatic
Install uvPython package runnerMay reopen terminal
Install FirecrawlWeb research toolPaste API key
Reddit MCPReddit researchUses uvx full path (automatic)
LinkedIn MCPLinkedIn researchRequires separate terminal for login
Product Hunt MCPProduct Hunt researchRequires .env token from Réka
Cloudflare deployPublishes the portalNeeds .env token
Verify skillsChecks all 7 skillsNothing — automatic

The setup takes about 15-20 minutes. Most of it is automated.

07 Manual Steps After /setup

These steps require your input during or after the setup process.

Firecrawl API Key

Firecrawl powers web search and page scraping for market research.

  1. Go to firecrawl.dev
  2. Sign up for a free account
  3. Go to your dashboard and copy your API key
  4. When the setup agent asks for it, paste it in
The free tier gives you 500 scrapes/month — plenty for normal use.

uv PATH Issue on Windows

After installing uv, the uvx command will not be recognized in Cursor's terminal. Always use the full path:
C:\Users\[username]\.local\bin\uvx.exe
Replace [username] with your Windows username ($env:USERNAME).

LinkedIn MCP — Login

⚠️ This step must run in a SEPARATE Windows terminal window, NOT inside Cursor. Open Win+X → Terminal for this step only.

This step must run outside Claude Code. It opens an interactive browser login.

  1. Open a separate PowerShell window — press Win + X, then click Terminal
  2. Open a separate Terminal window — press Cmd + Space, type Terminal, press Enter
  3. Open a separate Terminal window from your app launcher
  4. Run:
C:\Users\%USERNAME%\.local\bin\uvx.exe linkedin-scraper-mcp --login
uvx linkedin-scraper-mcp --login
  1. A browser window opens — log into your LinkedIn account
  2. Once done, go back to Claude Code and tell the setup agent you're finished
If uvx is not recognized: Close and reopen your terminal. If still not working, run:
export PATH="$HOME/.local/bin:$PATH"

LinkedIn MCP — Register

After login, the setup agent runs this automatically. If you need to do it manually:

claude mcp add linkedin -- C:\Users\%USERNAME%\.local\bin\uvx.exe linkedin-scraper-mcp
claude mcp add linkedin -- uvx linkedin-scraper-mcp

Product Hunt MCP

Product Hunt research is powered by the producthunt MCP server.

  1. The PRODUCT_HUNT_TOKEN is pre-configured in .env.example — contact Réka for the real value
  2. Copy .env.example to .env and replace the placeholder token
  3. Follow the steps in setup.md Step 5e to add it via Claude Code
  4. Verify: producthunt · ✔ connected in /mcp

Cloudflare Deployment

The BizDev portal is deployed to Cloudflare Pages under the Roll the Code account. Here's how to get your API token:

  1. Go to dash.cloudflare.com
  2. Log in with your @rollthecode.com email (ask Reka for access to the Roll the Code Cloudflare account)
  3. Once logged in, go to My Profile → API Tokens
  4. Get your token — either:
    • Option A: Use the existing "RTC BizDev" API token — ask Reka to share it securely
    • Option B: Create your own — click "+ Create Token""Edit Cloudflare Workers" template → Zone: rollthecode.com → Create
  5. Copy the token (you only see it once!)
  6. In the repo root, open .env (copy from .env.example if missing)
  7. Replace your_token_here with your token
  8. Save — this file stays on your machine only, never pushed to GitHub
Never share your .env file or paste your API token in chat, email, or Claude Code prompts. The token grants write access to the Cloudflare deployment. Treat it like a password.

Once your .env is set, the /setup agent deploys automatically. To deploy manually at any time:

npx wrangler pages deploy . --project-name rtc-bizdev
The rollthecode.com Cloudflare account is managed by Reka. Contact her for access if needed.

08 Windows macOS Linux Troubleshooting

Every issue below has the same root cause: Windows doesn't update PATH automatically after installing new tools.

"Command not recognized" after installing something

First try: Close and reopen PowerShell (or restart Cursor entirely).

If that doesn't work, use the manual PATH fix:

ToolManual PATH fix
node / npm$env:PATH += ";C:\Program Files\nodejs"
claude$env:PATH += ";C:\Users\$env:USERNAME\.local\bin"
puppeteer$env:PATH += ";$env:APPDATA\npm"
firecrawl$env:PATH += ";$env:APPDATA\npm"
uv / uvx$env:PATH += ";C:\Users\$env:USERNAME\.local\bin"

uv Not Installed

If /setup can't find uv, install it manually:

irm https://astral.sh/uv/install.ps1 | iex

Then close and reopen PowerShell before continuing.

Most issues come from commands not being on your PATH after installation.

"Command not found" after installing something

First try: Close and reopen your terminal (or restart Cursor entirely).

If that doesn't work, add to your shell profile:

ToolManual PATH fix
claudeexport PATH="$HOME/.local/bin:$PATH"
uv / uvxexport PATH="$HOME/.local/bin:$PATH"
node / npmexport PATH="/usr/local/bin:$PATH"
puppeteerexport PATH="$(npm config get prefix)/bin:$PATH"
firecrawlexport PATH="$(npm config get prefix)/bin:$PATH"
To make these permanent, add them to ~/.zshrc (macOS) or ~/.bashrc (Linux), then run source ~/.zshrc or source ~/.bashrc.

uv Not Installed

If /setup can't find uv, install it manually:

curl -LsSf https://astral.sh/uv/install.sh | sh

Then close and reopen your terminal before continuing.

wkhtmltopdf Mentioned Somewhere

Ignore it. We use Puppeteer for PDF generation, not wkhtmltopdf. If any old documentation mentions it, it's outdated.

LinkedIn Login Doesn't Work Inside Claude Code

This is expected. The LinkedIn login opens an interactive browser — it must run in a standalone PowerShellTerminal window. See the Manual Steps section above.

Plugin Commands Fail

Make sure you're running them inside Claude Code (after typing claude), not in a regular PowerShellterminal prompt. Commands like /plugin marketplace add ... are Claude Code commands, not shell commands.

General rule: After installing anything on Windows, close and reopen your terminal. This fixes 90% of "not recognized" errors.
General rule: After installing anything, close and reopen your terminal — or run source ~/.zshrc / source ~/.bashrc.

09 First Test

After /setup completes with all green checkmarks, run this test prompt inside Claude Code:

Create a sales one-pager for Roll the Code targeting enterprise innovation hubs in the UK.

If everything is working, Claude Code will:

  1. Read the brand guide and CLAUDE.md automatically
  2. Generate a professional one-pager in Roll the Code branding
  3. Save it to outputs/sales/one-pagers/
  4. Update outputs/files-index.json
  5. Offer to create an HTML or PDF version

If you see output in the outputs/ folder — you're good to go.

Try a few more:

Create an HTML presentation about Roll the Code for a CTO audience.
Research the UK enterprise IT services market — TAM/SAM/SOM.
Assemble a complete pitch package for a mid-size UK fintech company.

10 Daily Usage

Starting Claude Code

Every time you start a new work session, open PowerShell inside the rtc-bizdev folder and type:

kakukk

That's it. Claude Code launches in autonomous mode — no permission prompts, no interruptions. It works within the project folder only.

This alias was set up automatically during /setup. If it doesn't work, re-run /setup.

Generating Materials

What you wantWhat to type
Sales one-pagerCreate a one-pager for [client/industry]
Pitch deckCreate a pitch deck for [audience]
Investor briefCreate an investor brief for [context]
HTML presentationCreate an HTML presentation for [topic]
PDF reportGenerate a PDF report on [topic]
Collaborator deckCreate a collaborator deck for [partner]
Full pitch packageAssemble a complete pitch package for [client]

Research & Strategy

What you wantWhat to type
Market researchResearch the market for [industry/segment]
Competitor analysisFind competitors in [space] and compare
Company researchResearch [company name] — what do they do?
Cold email sequenceWrite a cold email sequence for [target]
GTM strategyCreate a GTM plan for [market/segment]
Pricing strategyHelp me think through pricing for [offering]

System Commands

What you wantWhat to type
Re-run setup/setup
See available skillsWhat skills do you have?
Create a new skill/skill-creator
Deploy to CloudflareDeploy the portal to Cloudflare

Tips

  • Be specific. "Create a one-pager for Barclays innovation team" works better than "make a one-pager."
  • Mention the audience. Claude adjusts tone for CTOs vs. investors vs. partners.
  • Ask for iterations. "Make it shorter," "add pricing," "make the CTA stronger" — it remembers context.
  • Brand updates propagate. If you edit brand/brand.md, all future outputs pick it up automatically.