Tech Guide

Step-by-step installation and configuration guide for IT administrators and technical personnel.
技术指南 — IT 管理员和技术人员的安装配置指南

1

System Requirements系统要求

Component / 组件 Minimum / 最低 Recommended / 推荐
OSWindows 10 64-bit (Build 19041+)Windows 11 64-bit
RAM8 GB16 GB+
Disk500 MB free2 GB+ free
CPU4 cores8+ cores
NetworkInternet required (HTTPS)Stable broadband
AI ClientClaude Desktop or Claude CodeLatest version
Target SoftwareThe product you subscribe to must be installed locally (e.g. AutoCAD 2026, Revit, Navisworks 2027, SAP2000 V27, ETABS V23, SAFE V23, or Microsoft Office)
2

One-Click Installation一鍵安裝

SOAR connectors ship as standalone compiled executables. No Python, no pip, no dependencies — the installer sets up everything automatically.

# 1. Download your product package and unzip it / 下載產品安裝包並解壓 # 2. Right-click install.bat → "Run as administrator" / 以系統管理員身份執行 install.bat # 3. Enter your license key when prompted (emailed to you after purchase) # 輸入授權碼(購買後電郵發送) # 4. Restart Claude Desktop / Claude Code — done / 重啟 Claude 即完成

⚠️ Windows SmartScreen / Antivirus

If Windows SmartScreen shows "Windows protected your PC", click More info → Run anyway. The installer automatically unblocks downloaded files. If your antivirus quarantines the launcher, add the SOAR installation folder to its exclusion list.

如果 Windows SmartScreen 彈出提示,按「其他資訊 → 仍要執行」。防毒軟件誤攔截時,請將 SOAR 安裝資料夾加入白名單。

3

What the Installer Does安裝程序做咗啲乜

Understanding the dual-layer architecture: a lightweight Shell (launcher executable) on your machine, and the Soul (function modules) delivered from the cloud on each start.

ComponentLocationPurpose / 用途
Launcher (EXE)SOAR installation folderStandalone compiled executable — verifies license, loads modules / 獨立執行檔,驗證授權並載入模組
Claude configclaude_desktop_config.jsonWritten automatically by install.bat / 由 install.bat 自動寫入
Cloud modulesDownloaded at startup (in-memory)Function modules fetched over TLS from *.soarmcpsoftware.com — concurrent download, ~15s first start / 雲端模組並行下載
License cacheLocal app dataAllows offline grace period after verification / 驗證後提供離線寬限期

Because modules load into memory from the cloud, updates are delivered instantly — no reinstall needed. Your drawings, models, and documents never leave your machine.

4

Configuration Files配置文件

install.bat configures Claude automatically — you normally never need to edit these files. The reference below is for IT administrators verifying the setup.

Claude Desktop Configuration

Location: %APPDATA%\Claude\claude_desktop_config.json

{ "mcpServers": { "autocad": { "command": "C:\\SOAR\\AutoCAD2026\\launcher.exe" }, "etabs": { "command": "C:\\SOAR\\ETABSV23\\launcher.exe" } } }

Each connector entry points at its standalone launcher executable (the exact installation path is chosen during install). The license key is stored securely by the launcher — it does not appear in the Claude config file. Claude Code uses the same structure in its MCP settings.

5

Firewall & Network Settings防火墙和网络设置

SOAR MCP connectors communicate locally via stdio or SSE. However, they require internet access for license validation and AI API calls.

DirectionPortDestinationPurpose / 用途
Outbound443 (HTTPS)api.anthropic.comClaude AI API
Outbound443 (HTTPS)*.soarmcpsoftware.comLicense validation & module delivery / 授權驗證與模組下載
LocalDynamiclocalhostMCP stdio transport
# Windows Firewall - Allow the SOAR launcher outbound (run as Administrator) # Replace the path with your actual installation folder netsh advfirewall firewall add rule name="SOAR Launcher" ^ dir=out action=allow program="C:\SOAR\AutoCAD2026\launcher.exe" ^ enable=yes profile=domain,private # Verify rule was added / 驗證規則 netsh advfirewall firewall show rule name="SOAR Launcher"

🔒 Corporate Proxy / 企业代理

If your organization uses a proxy server, set the HTTPS_PROXY environment variable:

set HTTPS_PROXY=http://proxy.company.com:8080
6

License Activation授權啟用

After purchase via Stripe checkout, your license key is emailed to you. Activation happens during installation:

  • Enter key during install: install.bat prompts for your license key and stores it securely on your machine
  • Device binding: each license supports up to 2 devices — contact us to reset bindings when changing machines
  • Verification: the launcher verifies your subscription over TLS with *.soarmcpsoftware.com at startup, with an offline grace period afterwards
  • Trial: 7-day free trial keys are issued on download — upgrade to a paid subscription any time without reinstalling

🔑 Changing your license key / 更換授權碼

Re-run install.bat and enter the new key when prompted — settings and Claude configuration are preserved. 重新執行 install.bat 並輸入新授權碼即可,設定會保留。

7

Step-by-Step Installation分步安装指南

  • Step 1: Download your product package and unzip it to any folder
  • Step 2: Right-click install.bat → "Run as administrator"
  • Step 3: Enter your license key when prompted (emailed after purchase)
  • Step 4: Wait for "Installation complete" — Claude configuration is written automatically
  • Step 5: Launch the host application (e.g., AutoCAD, ETABS, Excel)
  • Step 6: Restart Claude Desktop / Claude Code completely
  • Step 7: Test with a simple command: "List all layers in the current drawing"

✅ Verification Checklist / 驗證清單

After installation, verify everything is working:

  • Claude shows the SOAR connector in its tools list
  • First start downloads cloud modules (~15 seconds)
  • Host application is open and running
  • A test command returns results without errors
8

Troubleshooting故障排除

❌ "MCP server failed to start"

Cause: Launcher path in Claude config is wrong, or antivirus blocked the executable.
Fix: Re-run install.bat as administrator. Check your antivirus quarantine and whitelist the SOAR folder if needed.

❌ "COM object not found" / connection to software fails

Cause: Host application not running.
Fix: Ensure the target application (AutoCAD, ETABS, Excel, etc.) is open and fully loaded before sending commands. Run Claude as the same Windows user that runs the software.

❌ "Connection refused" / "License validation failed"

Cause: Firewall blocking outbound HTTPS to *.soarmcpsoftware.com, or proxy not configured.
Fix: Add firewall rules (see Step 5). If behind a corporate proxy, set HTTPS_PROXY environment variable.

❌ Modules download slowly or time out on first start

Cause: Slow or unstable connection to Cloudflare edge.
Fix: First start downloads modules concurrently (~15s on broadband). Retry once — subsequent starts are faster. Check *.soarmcpsoftware.com is reachable from your network.

❌ "Permission denied" during installation

Cause: install.bat was not run with administrator rights.
Fix: Right-click install.bat → "Run as administrator". The installer self-elevates on most systems but some policies block this.

📝 Still stuck? / 仍然有问题?

Open an issue on GitHub with your error log, or contact us at soardesignjimmy@gmail.com.