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Metis AI
Docs/Getting started

Getting started

Quickstart

Go from installation to your first verifiable task: set up Metis, connect a model, and start with a small request.

1 min readUpdated: October 2026
A new Metis workspace. Captured in an isolated Metis test instance with fictional sample data (October 2026).
A new Metis workspace

A new Metis workspace. Captured in an isolated Metis test instance with fictional sample data (October 2026).

More screenshots (1)
Choose your provider. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Choose your provider

Choose your provider. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Use the native installer for your operating system.

  2. 02

    Open the instance and create the first account with the operator token.

  3. 03

    Connect your provider under Providers and choose a detected model.

  4. 04

    Start a chat and add a file or @ reference if the task needs it.

  5. 05

    Review the result and save reusable context in a project.

From chat to an editable plan

16s · Screenshot walkthrough

A four-step screenshot walkthrough captured in the isolated test instance. No audio.

Download the screenshot walkthrough
  1. Open the workspace beside your chat.
  2. Choose Plans and review the checklist.
  3. Switch to Edit Markdown to change the plan.
  4. Choose Canvas to work on a separate document.

Good to know

  • Install a remote client as well if Metis should work on another computer.

Related articles

What is Metis?Accounts and initial setupConnect your first providerYour first task
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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

Popular starting points

Getting startedQuickstartGo from installation to your first verifiable task: set up Metis, connect a model, and start with a small request.Getting startedChoose an installationNative installation is recommended for Linux, macOS, and Windows. Install Metis on the computer or server that will run it, then pGetting startedWhat is Metis?Metis is your self-hosted workspace for AI agents. Conversations, files, browser, tools, and persistent context stay together. YouGetting startedAccounts and initial setupOn first launch, you set up the instance with an administrator account. The single-use operator token confirms your authority to mGetting startedConnect your first providerMetis needs model access to generate responses and run agent tasks. Setup displays authentication methods supported by the selecteGetting startedYour first taskCheck your setup with a small task whose result you can assess directly. You can then add files, browser access, or project contexGetting startedSign inSign in with an account on the relevant Metis instance. Your displayed profile name may differ from your login username.
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