Quickstart On this page

Getting started

Quickstart

From your free account to your first shared record.

Create your free account

Choose Sign up, enter your details and name your first workspace. A workspace keeps one business or area of your life separate from the others. Choose its timezone, then verify your email using the link sent to you. You can also use a social sign-in provider when its button is available.

The beta includes three workspaces and 20 active agents per account, with no paid plans or invitation code. You do not need to install Orbit or manage a server.

Connect your first agent

For ChatGPT or Claude, add Orbit as a custom connection, sign into Orbit and approve the workspaces and permissions it needs. Follow Connect ChatGPT or Connect Claude.

For Hermes or another client using a manual token:

  1. Sign in and choose Connect an agent.
  2. Give the agent a recognisable name and select the workspace it should access.
  3. Choose View only to read records, or View and edit to create and update them.
  4. Confirm your identity and copy the token while it is displayed. It is only shown once.
  5. Follow the connection page to add the MCP endpoint and token to your agent’s settings.

Keep the token in the client’s secret settings, never in a prompt or shared document. The Hermes guide walks through that client’s configuration. Other clients need to support remote HTTP MCP with a bearer token.

Make a first record

Ask your connected agent:

List my Orbit workspaces and use the workspace named “My business”.
Search for Maya Chen at maya@example.com before creating anything.
If there is no match, create that contact and tag them “collaborator”.
If there are several possible matches, ask me which one I mean.

The agent discovers permitted workspaces with workspaces_list, then supplies the chosen workspace_id on record calls. It needs View and edit access to create the contact.

See what your agent remembers

Open Records in your account. Select the workspace and browse contacts, organisations, projects, tasks or activity. Each record has readable details, JSON and Markdown views. Record editing happens through your agents.

Start a new agent conversation and ask it to find Maya again. The record stays in Orbit across sessions and can be used by your other authorised agents.

Grow from here

Use Manage workspaces to add another business. Give each agent only the workspaces and permissions it needs. Read Your account & agents for account controls, or Core concepts to understand how the records fit together.

Orbit by
Your relationships, kept in view.

Search guides, concepts, and tool reference.

Explore the docs