diff --git a/src/components/connection-gate.test.tsx b/src/components/connection-gate.test.tsx
index 171526d..14a3774 100644
--- a/src/components/connection-gate.test.tsx
+++ b/src/components/connection-gate.test.tsx
@@ -1,6 +1,8 @@
 import { fireEvent, render, screen } from "@testing-library/react";
 
-import { WelcomePreview } from "./connection-gate";
+import type { MdbaseApplicationSessionSnapshot } from "@mdbase-dev/connect";
+
+import { SetupReview, WelcomePreview } from "./connection-gate";
 
 describe("WelcomePreview", () => {
   it("moves example tasks with pointer dragging", () => {
@@ -26,3 +28,73 @@ describe("WelcomePreview", () => {
     expect(task).toHaveStyle("--preview-start: 45");
   });
 });
+
+describe("SetupReview", () => {
+  it("shows the reviewed collection changes without implying record changes", () => {
+    const snapshot = {
+      status: "setup_review_required",
+      collectionId: "collection-1",
+      info: {
+        collectionId: "collection-1",
+        displayName: "Product",
+        operations: [],
+        scope: { kind: "collection" },
+        authority: { kind: "connector", durability: "computer" },
+        route: "relay",
+        directAccess: "unavailable",
+      },
+      capabilities: {
+        requiredAvailable: true,
+        optionalAvailable: true,
+        available: [],
+        unavailable: [],
+      },
+      connections: [],
+      update: {
+        status: "provision",
+        applicable: true,
+        assessmentDigest: "sha256:assessment",
+        collectionRevision: "revision-1",
+        provisionDigest: "sha256:provision",
+        canApply: true,
+        reason: "",
+        configuration: [
+          {
+            requirement: "tasknotes-bases",
+            path: "x-obsidian.bases.include",
+            value: "TaskNotes/Views/**/*.base",
+            action: "add",
+          },
+        ],
+        typePacks: [
+          {
+            id: "tasknotes.task",
+            name: "TaskNotes task",
+            status: "install",
+            applicable: true,
+            assessmentDigest: "sha256:pack",
+            desiredVersion: "0.3.0-rc.10",
+            resources: [],
+            contractSetups: [],
+            canApply: true,
+            reason: "",
+          },
+        ],
+      },
+    } as unknown as Extract<
+      MdbaseApplicationSessionSnapshot,
+      { status: "setup_review_required" }
+    >;
+
+    render(<SetupReview snapshot={snapshot} />);
+
+    expect(screen.getByText("Product")).toBeInTheDocument();
+    expect(screen.getByText("TaskNotes task")).toBeInTheDocument();
+    expect(
+      screen.getByText(
+        "Task records, custom types, and unrelated collection settings will stay as they are.",
+      ),
+    ).toBeInTheDocument();
+    expect(screen.getByText("TaskNotes/Views/**/*.base")).toBeInTheDocument();
+  });
+});
diff --git a/src/components/connection-gate.tsx b/src/components/connection-gate.tsx
index 071d553..a5a0365 100644
--- a/src/components/connection-gate.tsx
+++ b/src/components/connection-gate.tsx
@@ -1,4 +1,4 @@
-import { Database, LoaderCircle } from "lucide-react";
+import { Check, Database, LoaderCircle } from "lucide-react";
 import {
   useCallback,
   useEffect,
@@ -13,6 +13,7 @@ import type {
   KeyboardEvent as ReactKeyboardEvent,
   PointerEvent as ReactPointerEvent,
 } from "react";
+import type { MdbaseApplicationSessionSnapshot } from "@mdbase-dev/connect";
 
 import { isAuthorizationCallback, plannerSession } from "../data/connect";
 import { MdbasePlannerRepository } from "../data/mdbase-repository";
@@ -77,6 +78,34 @@ export function ConnectionGate({ onDemo }: { onDemo(): void }) {
     }
   }, []);
 
+  const applySetup = useCallback(async () => {
+    setOpening(true);
+    setError("");
+    try {
+      requireOutcome(
+        await plannerSession.applyCollectionSetup({ timeoutMs: 60_000 }),
+      );
+    } catch (reason) {
+      setError(connectionErrorMessage(reason));
+    } finally {
+      setOpening(false);
+    }
+  }, []);
+
+  const reauthorize = useCallback(async () => {
+    setOpening(true);
+    setError("");
+    try {
+      requireOutcome(
+        await plannerSession.authorize("selected", { timeoutMs: 60_000 }),
+      );
+    } catch (reason) {
+      setError(connectionErrorMessage(reason));
+    } finally {
+      setOpening(false);
+    }
+  }, []);
+
   if (repository)
     return (
       <Planner
@@ -92,34 +121,98 @@ export function ConnectionGate({ onDemo }: { onDemo(): void }) {
         ? unavailableMessage(snapshot.reason)
         : "";
 
+  const isWaiting =
+    snapshot.status === "opening" || snapshot.status === "checking_setup";
+
   return (
-    <main className="welcome">
+    <main
+      className={`welcome${snapshot.status === "setup_review_required" ? " setup-welcome" : ""}`}
+    >
       <section className="welcome-intro">
         <div className="brand-lockup">
           <img alt="" src="/tasknotes-mark.svg" />
           <span>TaskNotes Planner</span>
         </div>
-        <h1>Plan tasks on a timeline.</h1>
-        <p className="welcome-lede">
-          Open a TaskNotes collection to change dates and manage dependencies.
-        </p>
+        {snapshot.status === "setup_review_required" ? (
+          <>
+            <h1>Finish opening this collection.</h1>
+            <p className="welcome-lede">
+              Review the TaskNotes files and settings Planner needs, then apply
+              them to continue.
+            </p>
+          </>
+        ) : (
+          <>
+            <h1>Plan tasks on a timeline.</h1>
+            <p className="welcome-lede">
+              Open a TaskNotes collection to change dates and manage
+              dependencies.
+            </p>
+          </>
+        )}
         <div className="welcome-actions">
-          <button
-            className="primary-action"
-            disabled={opening}
-            type="button"
-            onClick={() => void authorize()}
-          >
-            {opening ? (
-              <LoaderCircle aria-hidden="true" className="spin" size={18} />
-            ) : (
-              <Database aria-hidden="true" size={18} />
-            )}
-            {opening ? "Opening…" : "Open collection"}
-          </button>
+          {snapshot.status === "setup_review_required" ? (
+            <button
+              className="primary-action"
+              disabled={opening || !snapshot.update.canApply}
+              type="button"
+              onClick={() => void applySetup()}
+            >
+              {opening ? (
+                <LoaderCircle aria-hidden="true" className="spin" size={18} />
+              ) : (
+                <Check aria-hidden="true" size={18} />
+              )}
+              {opening ? "Applying setup…" : "Apply setup and open"}
+            </button>
+          ) : snapshot.status === "authorization_required" ? (
+            <button
+              className="primary-action"
+              disabled={opening}
+              type="button"
+              onClick={() => void reauthorize()}
+            >
+              {opening ? (
+                <LoaderCircle aria-hidden="true" className="spin" size={18} />
+              ) : (
+                <Database aria-hidden="true" size={18} />
+              )}
+              {opening ? "Opening…" : "Review access"}
+            </button>
+          ) : (
+            <button
+              className="primary-action"
+              disabled={opening || isWaiting}
+              type="button"
+              onClick={() => void authorize()}
+            >
+              {opening || isWaiting ? (
+                <LoaderCircle aria-hidden="true" className="spin" size={18} />
+              ) : (
+                <Database aria-hidden="true" size={18} />
+              )}
+              {opening
+                ? "Opening…"
+                : snapshot.status === "checking_setup"
+                  ? "Checking setup…"
+                  : snapshot.status === "opening"
+                    ? "Loading…"
+                    : "Open collection"}
+            </button>
+          )}
           <button className="text-action" type="button" onClick={onDemo}>
             Use sample tasks
           </button>
+          {snapshot.status === "setup_review_required" ? (
+            <button
+              className="text-action"
+              disabled={opening}
+              type="button"
+              onClick={() => void authorize()}
+            >
+              Choose another collection
+            </button>
+          ) : null}
         </div>
         {error || stateError ? (
           <p className="error-notice" role="alert">
@@ -127,11 +220,81 @@ export function ConnectionGate({ onDemo }: { onDemo(): void }) {
           </p>
         ) : null}
       </section>
-      <WelcomePreview />
+      {snapshot.status === "setup_review_required" ? (
+        <SetupReview snapshot={snapshot} />
+      ) : (
+        <WelcomePreview />
+      )}
     </main>
   );
 }
 
+type SetupReviewSnapshot = Extract<
+  MdbaseApplicationSessionSnapshot,
+  { status: "setup_review_required" }
+>;
+
+export function SetupReview({ snapshot }: { snapshot: SetupReviewSnapshot }) {
+  const changes = snapshot.update.configuration.filter(
+    (item) => item.action !== "current",
+  );
+
+  return (
+    <section aria-labelledby="setup-review-title" className="setup-review">
+      <header>
+        <span>COLLECTION SETUP</span>
+        <strong>{snapshot.info.displayName}</strong>
+      </header>
+      <div className="setup-summary">
+        <h2 id="setup-review-title">Changes to apply</h2>
+        <p>
+          Task records, custom types, and unrelated collection settings will
+          stay as they are.
+        </p>
+      </div>
+      <ul className="setup-change-list">
+        {snapshot.update.typePacks.map((pack) => (
+          <li key={pack.id}>
+            <span aria-hidden="true">+</span>
+            <div>
+              <strong>{pack.name}</strong>
+              <small>
+                {pack.currentVersion
+                  ? `${pack.currentVersion} → ${pack.desiredVersion}`
+                  : `Install ${pack.desiredVersion}`}
+              </small>
+            </div>
+          </li>
+        ))}
+        {changes.map((item) => (
+          <li key={item.requirement}>
+            <span aria-hidden="true">
+              {item.action === "conflict" ? "!" : "+"}
+            </span>
+            <div>
+              <strong>
+                {item.action === "conflict"
+                  ? "Collection setting needs attention"
+                  : "Allow TaskNotes Base views"}
+              </strong>
+              <small>
+                {item.action === "conflict"
+                  ? item.conflict?.message
+                  : String(item.value)}
+              </small>
+            </div>
+          </li>
+        ))}
+      </ul>
+      {!snapshot.update.canApply ? (
+        <p className="setup-conflict" role="alert">
+          {snapshot.update.reason}
+        </p>
+      ) : null}
+    </section>
+  );
+}
+
 const previewTasks = [
   { label: "Research", start: 5, width: 26 },
   { label: "Prototype", start: 18, width: 24 },
diff --git a/src/styles.css b/src/styles.css
index fa1394e..444d687 100644
--- a/src/styles.css
+++ b/src/styles.css
@@ -175,6 +175,11 @@ select:focus-visible {
   line-height: 0.94;
 }
 
+.setup-welcome h1 {
+  font-size: clamp(44px, 5vw, 72px);
+  line-height: 0.98;
+}
+
 .welcome-lede {
   max-width: 490px;
   margin: 0;
@@ -240,6 +245,97 @@ select:focus-visible {
   transform: rotate(-1.2deg);
 }
 
+.setup-review {
+  width: min(720px, 58vw);
+  min-width: 520px;
+  border: 1px solid var(--line-strong);
+  background: var(--paper-raised);
+  box-shadow: var(--shadow);
+}
+
+.setup-review > header {
+  min-height: 63px;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 24px;
+  padding: 15px 20px;
+  border-bottom: 1px solid var(--line-strong);
+}
+
+.setup-review > header span,
+.setup-change-list small {
+  color: var(--ink-muted);
+  font-family: "Azeret Mono", monospace;
+  font-size: 10px;
+  letter-spacing: 0.05em;
+}
+
+.setup-review > header strong {
+  overflow: hidden;
+  font-size: 14px;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.setup-summary {
+  padding: 27px 20px 22px;
+}
+
+.setup-summary h2 {
+  margin: 0 0 7px;
+  font-size: 22px;
+}
+
+.setup-summary p {
+  max-width: 60ch;
+  margin: 0;
+  color: var(--ink-soft);
+  line-height: 1.45;
+}
+
+.setup-change-list {
+  margin: 0;
+  padding: 0;
+  list-style: none;
+  border-top: 1px solid var(--line);
+}
+
+.setup-change-list li {
+  min-height: 68px;
+  display: grid;
+  grid-template-columns: 38px 1fr;
+  align-items: center;
+  gap: 4px;
+  padding: 12px 20px;
+  border-bottom: 1px solid var(--line);
+}
+
+.setup-change-list li > span {
+  color: var(--accent);
+  font-family: "Azeret Mono", monospace;
+  font-size: 18px;
+}
+
+.setup-change-list li > div {
+  min-width: 0;
+}
+
+.setup-change-list strong,
+.setup-change-list small {
+  display: block;
+}
+
+.setup-change-list small {
+  margin-top: 5px;
+  overflow-wrap: anywhere;
+}
+
+.setup-conflict {
+  margin: 18px 20px;
+  color: var(--danger);
+}
+
 .preview-topline,
 .preview-row {
   display: grid;
@@ -1611,6 +1707,12 @@ select:focus-visible {
     transform: translateX(7vw) rotate(-1.2deg);
   }
 
+  .setup-review {
+    width: 100%;
+    min-width: 0;
+    margin-top: 56px;
+  }
+
   .planner-header {
     grid-template-columns: 1fr auto;
   }