> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jointransfer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create an agent and make your first simulated purchase.

<Steps>
  <Step title="Create your workspace">
    Open [Transfer](https://jointransfer.com/login) and sign in. Your account has one personal workspace and one Main wallet.
  </Step>

  <Step title="Add test money">
    Follow onboarding to fund your wallet with a test balance. This does not charge a payment method or move real money.
  </Step>

  <Step title="Create an agent">
    Give your agent a name, a monthly limit, and a per-purchase limit. Transfer creates its virtual test card and links it to your Main wallet.
  </Step>

  <Step title="Connect your client">
    Choose **Connect to Codex → Generate connection code** on your agent. Copy the private configuration into your client's MCP settings, using the endpoint and key shown by your dashboard. See [Connect your agent](/guides/connect-agent).
  </Step>

  <Step title="Try a purchase">
    Ask your client to check its Transfer budget, then simulate a €5 purchase at Example Store. Review the tool request before approving it. The client must generate a fresh UUID for the purchase request.
  </Step>
</Steps>

Review the transaction in your dashboard. A successful simulation reduces the shared test balance and the agent's remaining monthly allowance.

<Card title="Understand spending controls" icon="sliders" href="/concepts/spending-controls">See how wallet funds and agent limits work together.</Card>


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