1
Create your first shared space (2 min)
A shared space is a namespace: it groups related pages under one set of access rules, scoped to a team, a project, or a function. Start one from Admin → Spaces.Name the space after the team, project, or function it belongs to rather than a generic label — that’s what makes it findable later. Set visibility to org-level if everyone should be able to read it, or keep it private if it’s just for your team.
2
Create your first shared doc (2 min)
Shared docs live inside a space, and they’re the source of truth your agents pull context from. Create the first one in the space you just made.Keep it simple: a team charter, a project brief, or an operating note is enough to start. Pick the space that matches who should be able to read it, and don’t worry about formatting — markdown is fully supported, including tables and code blocks.
3
Connect your desktop tool (3 min)
Coconut speaks MCP, so Claude, ChatGPT, Copilot, Cursor, or any other MCP-compatible client can read and write your context directly, not just look at a page. See Connect your tools for the walkthrough for your specific client, or open Integrations in the app to get your connector URL and config snippet.Whichever client you use, the setup is the same shape: copy the connector URL and config, drop in an agent token, and you’re connected.
4
Start capturing personal context (2 min)
Personal context is a private workspace: notes, preferences, and working memory that sharpen every agent response without exposing anything to the rest of the org. Add your first personal page.A “how I like to work” note or a running scratchpad is a good place to start. Personal pages stay yours; they’re never shared with your organization.
5
Set up an agent (4 min)
Every space carries an agent that uses your connected tools and context to get real work done. Configure your first one and give it a goal, whether it runs inside Coconut itself or through Claude, Copilot, or ChatGPT.Get your MCP connection working first if you haven’t already, and start with a narrow, well-scoped goal. That’s where agents are most reliable, and it’s easy to widen the goal once you see how it behaves.
6
Invite your teammates (2 min, optional)
Coconut is more useful once your team is in it. Copy the invite link from Admin → Users and share it.Teammates sign in, request access, and you approve them in a click. The invite link already carries your organization’s details, so nobody needs an org ID to join, and you can manage roles and access later from the same Admin area.
Next steps
Connect your tools
Step-by-step setup for Claude, ChatGPT, Copilot, Cursor, and any MCP client.
Learn the model
Orgs, spaces, pages, and how ACLs flow through them.
Explore examples
Real solutions built on the same primitives.
Self-hosting Coconut
Running Coconut on your own infrastructure instead of the hosted app.