Here are Mike's recommended SMD-registration inputs. Maybe, yours should be different.
Type of User: Standard User
Registration Type: Standalone
Company, address and contacts are self-explanatory. Tax ID is the company’s EIN. The business contact gets all of PG&E’s email (password resets included); the technical contact gets the connection tests.
Description of Product & Services Provided: 150 characters max. One plain sentence is fine.
Customer information: I suggest checking everything, with 48 months of historical data and daily data requests.
Include Rule 24 Data Elements & Actions: No (it’s for demand-response providers)
Commodities: Gas Service(s) and Electric Service(s)
Customer information: Select All
Historical data: 48 months
Duration of authorization: Indefinite
How often: Daily
How customers access your solution: Web Application
Four links, all pages on your own site. Here, [domain] is wherever those pages live (e.g. share.oakstead.cx).
Third Party Scope Selection URL: https://[domain]/share-data
Third-Party Portal URI: https://[domain]/share-data — the start page. PG&E’s own list of companies sends customers here
Redirect URI: https://[domain]/data-shared — PG&E sends the customer back here with a one-time code. Must match the redirect_uri in your “Continue to PG&E” link exactly
Notification URI: https://[domain]/data-notice — required, even if you leave “Notify me as data is ready” unticked (I did)
Don’t notify when data is ready (that can be checked from our end).
SSL certificate: PG&E needs a client certificate, not the usual website one (how I got mine: here). Click Add and paste in your certificate’s text — the file with the long code for a name, opened in Notepad, from -----BEGIN CERTIFICATE----- thru -----END CERTIFICATE-----. Just that one; not the three chain files. Never paste anything that says PRIVATE KEY.
PG&E reviews it, then asks for three tests (sign-in hand-off, connectivity, application info) before approving. That part needs something on your side that can catch PG&E’s one-time code.
Written by Mike and Claude Code