cortex
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@cortexsearch the vault for notes on project Phoenix"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
cortex
A self-hosted brain for a household or a team: a dashboard where people chat with each other and with an agent that has read their shared notes — on your own model, on your own machine.
Status: alpha. The API and config surface are settling; expect breaking
changes between minor versions. The index and checkpoint formats are
disposable caches — deleting .cortex/ loses conversations, never notes.
pip install cortxai
cortex setup # wizard: brain dir, model endpoint, admin account
cortex serve --host 0.0.0.0 # dashboard on :8642Or bash install.sh (pipx/uv/venv autodetect), or docker compose up after
the one-time cortex setup /brain documented in docker-compose.yml.
What it does not do: cortex hosts no model — you bring an endpoint: Ollama, vLLM, LM Studio, a LiteLLM proxy, OpenRouter, or the Anthropic API. Vector search is exact cosine in-process, right for personal- and team-sized brains, wrong for millions of chunks. Vault edits are last-writer-wins with conflict detection (a 409 and a banner), not git-grade merging. The calendar connector expands no recurrence rules yet.
The dashboard
Today — the default view and the reason to open it: what is on today, a few open tasks you can tick straight from the list, what changed, and anything you wrote on this date in earlier years. Computed without the model, so it answers instantly and works on a brain with no model configured at all. It is deliberately bounded — a handful of tasks and then "that is everything for today", never a growing pile of everything you have not done.
Capture — press c anywhere. One line, Enter, and it lands in today's daily note. Also
cortex note "..."from a terminal, and the agent can do it for you. Filing is optional; search does not care which note a line is in.Search — hybrid full-text and vector search over everything you can read, with / from anywhere.
Chat — private threads with the agent. It searches before it answers, streams its tool calls (⚙
search_brain… ✓ 33ms), and cites files by path; clicking a citation opens it in the vault view.Channels — peer chat for the people on the brain. Mention
@cortexand the agent answers in-channel, reading only the shared vault — never anyone's personal vault.Vault — shared and personal vaults, edited in the browser with Obsidian-flavored rendering:
[[wikilinks]],![[embeds]],> [!note]callouts, frontmatter, task checkboxes that write through,#tags. Ctrl-S saves; a concurrent edit gets a conflict banner, not a silent clobber.Import — bring an existing Obsidian vault as a zip upload, a git URL, or a server path.
.obsidian/,.git/and non-vault file types are skipped.Automation — rules and scheduled jobs (below).
Admin — accounts (
admin/member), index and model health, and a way to re-index without a terminal.
The agent can write, narrowly: it can add a line to today's note, tick a task by exact path and line, and save a web page as markdown. There is no general "write any file" tool — on a vault with no version control, the narrowness is the safety property.
Accounts are username + password (scrypt), sessions are HttpOnly cookies. Each user sees the shared vault, their own vault, and connector sources — search, grep, and the agent are scoped per request, filtered inside the query rather than trimmed after it.
Related MCP server: claudecode-mcp
The agent stack
LangGraph's ReAct agent over LangChain chat models, with conversation state
in an AsyncSqliteSaver checkpoint per thread:
providers:
local:
kind: openai # Ollama, vLLM, LM Studio — one wire
base_url: "http://localhost:11434/v1"
chat_model: qwen3
embed_model: nomic-embed-text
router:
kind: openrouter # cloud aggregator, OpenAI wire
api_key_env: OPENROUTER_API_KEY
chat_model: anthropic/claude-sonnet-5
claude:
kind: anthropic # direct Anthropic Messages API
api_key_env: ANTHROPIC_API_KEY
chat_model: claude-sonnet-5
roles:
chat: router
embed: localA LiteLLM proxy is kind: litellm with its base_url — its routing and
fallback policy stays in the proxy, so cortex carries no LiteLLM SDK.
Endpoints are classified by network facts: private, loopback, CGNAT and
Tailscale addresses are trusted; anything public gets a plain warning that
your notes will leave the network.
Retrieval is hybrid: SQLite FTS5 and vector cosine ranked separately, fused with reciprocal rank fusion, nudged by recency — the design from Cerebras' knowledge base. The index rebuilds from scratch when the chunk schema or embedding model changes, because silently mixing vector spaces is corruption. No embedding endpoint means full-text search that says so, not fake vector scores.
Things it does without being asked
Rules file notes for you. A rule matches on path, tag, frontmatter, content or age, then moves, tags or archives. Because this moves your writing, the shape is constrained on purpose:
there is no delete action, and there will not be one
preview is free and comes first — you see which note goes where before anything moves
every change is logged, so "where did my note go" always has an answer
Jobs are the clock: sync a connector, re-index, run the rules, write today's digest into a note, or post it into a channel. Intervals are hours in plain words rather than cron, and each job says what it is: "apply the tidying rules daily". Both ship a set of ready-made suggestions, all switched off until you read one and turn it on.
Two things deliberately absent. There is no "ask the model something and notify me" job — every job is declared and deterministic, producing a fact rather than an opinion. And a channel digest with nothing in it posts nothing: a scheduled "nothing to report" is what teaches people to ignore the channel it arrives in.
Four ways to extend it
Extension | Contract | Runs |
Tool plugin |
| agent time |
MCP server |
| agent time |
Skill |
| on demand |
Connector |
|
|
A broken extension is reported and isolated, never fatal. Registration is not authorization: a tool that touches something sensitive keeps its own checks inside the callable.
Manage them from the dashboard. The admin-only Extend panel lists
every plugin, skill, connector and MCP server with what it provides, its
load error if it has one, and an enable toggle that never edits your source
file. Skills and connectors also carry a library of ready-made ones you
add in a click — six skills and an RSS connector ship — because most people
want the one that already does the thing, not a blank editor. You can write a plugin or connector in the browser: it is loaded
before it is saved, so code that will not import is refused with the
loader's own message instead of silently breaking the next turn, and a
successful save rebuilds the agent so the new tool is live without a
restart. Connectors get a settings box and a "Run now" button; MCP servers
get a form. Servers defined in cortex.yaml show up read-only — the file
stays the owner of what it declares.
Saving a plugin or connector runs that code on the server as the cortex
user. That is the same trust level as configuring a stdio MCP server, and it
is why the panel is admin-only. From the terminal, cortex ext list,
cortex ext disable plugin <name>, and cortex ext delete do the same
management without the browser.
Cortex is also an MCP server —
claude mcp add home-brain -- cortex mcp --brain ~/brain gives Claude Code,
Cursor, or Hermes the same tool registry, at box-owner scope.
Layout of a brain
~/brain/
├── cortex.yaml # providers, roles, mcp servers, connectors
├── vaults/shared/ # everyone's notes
├── vaults/<user>/ # each user's private vault
├── sources/ # connector output
├── skills/ plugins/ connectors/
└── .cortex/ # index, checkpoints, usage.jsonl — disposable cacheBack it up by copying the folder. Home brain, company brain, club brain:
three folders, three cortex serve processes.
cortex note "the boiler service is due in March" # capture, from anywhere
cortex today # what is on
cortex clip https://example.com/recipe # save a page as markdown
cortex demo # example notes for an empty brain
cortex service install # keep it running across rebootsAn empty brain cannot help you, so cortex setup offers to import an
existing vault, indexes what it finds, and cortex demo seeds a few
obviously-fake example notes you can delete in one command.
Observability
Every model and tool call appends JSONL to .cortex/usage.jsonl with
prompt_tokens/completion_tokens when the endpoint reports them — absent
counts stay absent rather than becoming zeros, which is what
preflight expects for
calibration. Telemetry never makes a call fail.
Development
uv venv --python 3.12 && uv pip install -e '.[dev]'
.venv/bin/pytest # 102 tests
.venv/bin/ruff check src tests
cd web && npm install && npm run dev # SPA dev server, proxies to :8642The frontend contract lives in docs/product-spec.md; cutting a release is RELEASING.md.
Docs: unchained-labs.github.io/cortex · Brand: Unchained-Labs/branding · License: MIT
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