Setup guide
Connect Vortaex to your coding agent
Vortaex works with MCP-compatible coding agents, including Claude Code, Cursor, Windsurf, OpenAI Codex CLI, and Hermes Agent. Give your coding agent your approved lessons before the next build starts.
Vortaex does not train your coding agent. It gives the agent approved context for the current work session.
1. What this does
- Your coding agent starts with your approved lessons.
- It sees lessons from past projects.
- It sees risks to watch.
- It sees what needs founder approval.
- It gets one clear next step.
- It cannot approve, reject, or rewrite approved lessons.
2. Before you start
Before you start
Before you start, you need two things:
- A Vortaex AI tool access token
- Your Vortaex MCP server path
If you do not see a server path in your account, local MCP setup is not enabled for your account yet.
3. Ways to connect
Coming soon
Hosted Vortaex MCP connection
Add a single URL + token to your agent. No install required. Coming later. You will connect with one URL and token.
Available now (approved users)
Local Vortaex MCP server
Approved users get setup instructions inside their Vortaex account. The steps below show the config shape for Claude Code, Cursor, Windsurf, Codex CLI, and Hermes Agent.
4. Setup steps
Step 1. Create AI tool access.
Go to Agent Access > Create AI tool access. Copy the token once. You can revoke it any time from the same place.
Step 2. Install the Vortaex MCP server.
The local Vortaex MCP server is available to approved users only.
If your account has MCP access, Vortaex will show you the server path to use in the config below.
If you do not see a server path in your account, you cannot complete local MCP setup yet. Hosted setup is coming later, where you will connect with a URL and token instead of a local file path.
Step 3. Choose your coding agent.
Pick the config that matches your coding agent. Each one uses the same Vortaex server path and token. Configs are in Section 5 below: Claude Code, Cursor, Windsurf, OpenAI Codex CLI, and Hermes Agent.
Step 4. Restart your coding agent.
Step 5. Check the connection.
Open your agent's MCP tools or settings and confirm Vortaex appears. In Claude Code, you can type /mcp. In other agents, use their MCP settings panel or tool list.
5. Agent config examples
Approved Vortaex accounts can connect a local MCP server to MCP-compatible coding agents. Choose the config for the agent you use. Same Vortaex server path, same agent token from Step 1; only the file format and config location change per agent.
Choose one agent. You do not need to paste every config.
Add Vortaex to your Claude Code MCP config. Replace PATH_TO_VORTAEX_MCP_SERVER with the path from your Vortaex account, and replace the token with your own.
{
"mcpServers": {
"vortaex": {
"command": "node",
"args": ["PATH_TO_VORTAEX_MCP_SERVER"],
"env": {
"VORTAEX_AGENT_TOKEN": "vtx_live_YOUR_TOKEN_HERE",
"VORTAEX_BASE_URL": "https://vortaex.dev"
}
}
}
}Same security rules apply
- Never commit any of these config files with your real token.
- Never paste your real token into chat with any agent.
- You can revoke the token any time from Agent Access.
6. First prompt to run
Once your coding agent shows Vortaex in its tool list, paste this:
Title: Plan the next company project
Recommended: first project prompt
Use this first. It gives your coding agent your approved lessons and asks for one clear next step.
Use the Vortaex MCP server.
Call vortaex_get_agent_brief with this task:
"Help me plan the next company project."
Then answer in plain English with:
- Best next move
- Why it matters
- What to do first
- What to avoid
- What needs founder approval
7. Prompt with project ID
If your coding agent asks for a project ID, open the project in Vortaex and copy the ID from the URL.
Use the Vortaex MCP server.
Call vortaex_get_agent_brief with:
projectId: "PASTE_PROJECT_ID_HERE"
task: "Help me plan the next company project."
Read the brief first.
Then answer with exactly these five labels:
What to fix:
Why it matters:
What to do first:
What to avoid:
What needs founder approval:8. Useful prompt examples
Each prompt expects the same five-label answer format.
A. Plan next company project
Task: "Help me plan the next company project."
B. Prepare a client demo
Task: "Prepare a client demo."
C. Review before delivery
Task: "Review this project before delivery."
D. Explain what to avoid
Task: "What should we avoid before shipping this project?"
9. Advanced prompt options
Most users should start with the simple prompt above. Use these only when you need stricter output.
Plain-English rule prompt
Adds stricter plain-English rules while keeping the answer readable.
Strict audit prompt
Use only for high-stakes review where you need claim labels, evidence labels, and audit-style output.
10. What good output looks like
What to fix:
Make sure one company cannot see another company's approved lessons.
Why it matters:
Vortaex stores approved lessons and project rules. If the wrong company can see them, the product loses trust.
What to do first:
Check the code that reads approved lessons and confirm each lesson belongs to the right company.
What to avoid:
Do not change billing, approve lessons automatically, or touch production data without founder approval.
What needs founder approval:
Any production change, client-facing output, lesson approval, or access-rule change.11. What Vortaex will not do
- Vortaex will not train your coding agent's model.
- Vortaex will not let your coding agent approve lessons.
- Vortaex will not let your coding agent change billing.
- Vortaex will not let your coding agent change company access rules.
- Vortaex will not let one company see another company's lessons.
Vortaex stores approved lessons outside the model. Your coding agent can read those lessons through MCP when you connect it, but approval, edits, and access rules stay inside Vortaex.
12. Troubleshooting
Problem: your coding agent says unauthorized.
Fix: create a new AI tool access key and update VORTAEX_AGENT_TOKEN.
Problem: your coding agent says Vortaex is not connected.
Fix: check your MCP config path and restart your coding agent.
Problem: your coding agent asks for a project ID.
Fix: open the project in Vortaex and copy the ID from the URL.
Problem: your coding agent gives a vague answer.
Fix: use a specific task like "Help me plan the next company project.", "Review this project before delivery.", or "Prepare a client demo."
Problem: your coding agent sounds too technical.
Fix: add "Use plain English. No jargon, no buzzwords, and no internal architecture language. Explain it for a first-time buyer who has no prior knowledge of Vortaex."