Step four: run it, and expect the first attempt to fail
The first connection almost never works, and the reason is almost always one of three things: the credential isn't reaching the app, the endpoint is slightly different from what was assumed, or a permission doesn't cover what's being asked for.
All three produce an unhelpful error. All three are fixed by pasting the error back and asking what it means. You don't need to know. You need to be willing to go round three times.
Ask Claude to run it locally on your own machine first. Not deployed anywhere, not on a server, just running in front of you where you can see it work.
Step five: know exactly what you have built
You have a working prototype. That is genuinely valuable and it is not the same as software.
What it doesn't have, unless you went and did it: anywhere to run other than your laptop, any handling for the API being slow or down, accessibility testing, anyone other than you who can fix it, and any record of how it works.
That's fine. Prototypes are supposed to be missing those things. The mistake is not building one. It's the quiet slide from "I made this useful thing" to "the team now depends on this useful thing" without anybody noticing the transition happened.
The moment to call somebody is when a second person starts using it, or when it stops being something you could shrug about if it broke on a Tuesday. Not before, and definitely not after.
Where the line is, honestly
Read-only things that show you data, for a handful of internal people, are yours. Build them freely. You'll build better ones than a specification would produce, because you know what you want to see.
Anything that writes membership state, calculates money, or that a member sees needs the unglamorous scaffolding: somewhere to test that isn't live, a record of what changed and why, error handling, and cover when you're on holiday. Not because your code is bad, but because those are the things that make software survivable.
The useful part is that you now know the difference from experience rather than being told, which makes you much better at scoping the real thing.
Do this yourself, or have it done
Do it yourself. This is the most valuable afternoon in the whole series, and not mainly because of what you'll build. Somebody who has connected to the API once understands their own platform in a way no amount of documentation delivers, and asks dramatically better questions of everyone who works on it afterwards.
Where we help is turning a prototype into something the organisation can rely on: deploying it somewhere that isn't a laptop, handling the case where the API is slow at renewal peak, making it accessible, and making sure somebody other than you can fix it. That's Maintain and Evolve, and Systems Adoption exists precisely for taking on something that was built by somebody else and now matters.
Bring us the thing you built. Not tidied up, not rewritten first. A rough working app that your team already uses tells us more about what you need in ten minutes than a requirements document does in a month. It has already made every decision that a specification argues about.