/setup

Follow-Up Tracker Setup

Walk the user through first-time setup. Complete each step in order.

Step 1: Verify Gmail connection

Call gmail_list_labels to confirm the Gmail MCP is connected. If it fails, tell the user they need to connect their Gmail MCP server before using this plugin.

Step 2: Check for follow-up labels

Search the label list for these three labels:

• "Follow Up" (default 7-day window)
• "Follow Up 3d" (3-day window)
• "Follow Up 14d" (14-day window)

If any are missing, tell the user which labels need to be created and provide instructions:

1. Open Gmail → Settings (gear icon) → See all settings → Labels tab
2. Scroll to the bottom → Click "Create new label"
3. Enter the exact label name and click Create
4. Repeat for each missing label

Step 3: Verify Calendar connection

Call gcal_list_calendars to confirm Google Calendar MCP is connected. If it fails, tell the user they need to connect their Google Calendar MCP server.

Step 4: Confirm user email

Ask the user to confirm their Gmail address. This is used to distinguish sent messages from replies.

Step 5: Set preferences

Ask the user:

• Reminder time: What time should calendar reminders appear? (default: 7:00 AM)
• Timezone: What timezone are you in? (default: America/New_York)

Step 6: Initialize tracking file

Create or verify the tracking.json file exists with an empty array [] if this is a fresh setup.

Step 7: Confirm setup

Summarize the configuration:

Follow-Up Tracker — Setup Complete
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Email: {user email}
Labels: Follow Up ✓ | Follow Up 3d ✓ | Follow Up 14d ✓
Calendar: Connected ✓
Reminder time: {time} {timezone}
Tracking file: Initialized ✓

Tell the user they can now:

• Label any sent email with "Follow Up", "Follow Up 3d", or "Follow Up 14d"
• Run /scan-now to manually check for due follow-ups
• Set up a scheduled task for automatic daily scanning