Documentation
Get started fast, learn how to get the most out of Corey, and set it up to run on your own server. Written for a competent operator.
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What is Corey?
Corey is the operator you hire to run the recurring work across your business, with a team of specialists behind it.
Corey on Claude Desktop
How to install Claude Desktop, add the Corey connector, turn on Cowork, and run your first onboarding conversation in about 10 minutes.
Corey in Claude Code (CLI)
How to connect Corey in Claude Code using the CLI, authenticate, and run your first onboarding session. For developers who prefer the terminal.
Corey in Cursor
How to add Corey to Cursor as a remote MCP server over HTTPS, authenticate with a one-click browser sign-in, and run your first onboarding session in Agent mode.
Corey in Codex
How to add Corey to the OpenAI Codex CLI as a remote MCP server, sign in with a one-click browser flow, and run your first onboarding session.
Using Corey
Your first conversation with Corey
What to expect when you run the kickoff prompt for the first time: the whoami check, the Meet Corey interview, and what Corey sets up in your folder.
Best practices for working with Corey
How to get the most out of Corey - from the folder model and context to the approval model and keeping work organised with Projects.
What you can ask Corey
Concrete examples of what to ask Corey across marketing, sales, operations, finance and admin - with the prompt and the expected outcome for each.
Your Company HQ dashboard
A private, read-only dashboard of your whole business - next actions, projects, traffic and finance - rendered on demand from what Corey already knows. Runs locally, never public.
Fix or reorganise an existing setup
How to get Corey to repair a folder that drifted or was never structured properly - it adds the missing structure, tidies loose files (asking first), and rebuilds the record of what it knows.
Automation
What to let Corey run on its own
How to split work between Corey running unattended and Corey working alongside you, and the one rule that decides which is safe.
Run Corey on a Hetzner VPS
How to provision a Hetzner VPS, harden it, install Corey with Doppler secrets, and schedule Corey to work while you sleep.
Terminal shortcuts for Corey
Set up shell shortcuts so typing corey or a project name opens Claude Code in the right folder, ready to work.
Tools
File and folder tools
How Corey reads, writes and organises files in your Corey folder and the directories you approve, and the path restrictions that keep it safe.
Web and research tools
How Corey browses, searches and reads pages on the open web to gather the information a job needs, and the limits on what it can access.
Communication tools
How Corey drafts, sends and reads email and messages on your behalf, always drafting before anything goes out so you approve what is sent.
Finance tools
How Corey helps with invoicing, bookkeeping and finance-adjacent work, with approval required on anything that touches money.
Scheduling and calendar tools
How Corey reads and writes your calendar, sets reminders and helps plan the week, with the calendar providers it supports.
Custom integrations
How additional tools and services can be connected to Corey through MCP, so it can do the work that is specific to your business.
Optional add-ons
Three optional add-ons that give Corey extra skills - Stripe, Composio and a UI design kit. Each needs an account or licence in your name, so you set them up once and Corey uses them from then on.
Recommended tools
Reference
Pricing and support
Corey is free for individuals. If it earns its place in your work, after a good survey score we ask whether you would like to support the project. Support is optional and never unlocks anything.
Troubleshooting Coreysoon
Solutions to common setup and connection issues when installing and running Corey - MCP connector, Claude Desktop, CLI, and server setup problems.
Privacy and your data
What Corey can access on your computer, how the approval model protects you, how your data is handled, and where to find the full privacy policy.