Quickstart - OrgX Docs

Prerequisites

Before you begin, make sure you have:

A shell or MCP-capable client where you can run npx, MCP commands, or pair a browser session

An OrgX account (public beta) at useorgx.com

Optional: GitHub, Linear, or other tools you want OrgX to sync after setup

Step 1: Create Your Account

Visit useorgx.com/sign-up and create your account using email or Google OAuth.

Complete Onboarding

The onboarding wizard will guide you through:

Setting your first goal or initiative
Watching agents build your canvas in real time
Choosing where you want to work first

Step 2: Choose Your First Surface

Start in the surface that matches how you want to work today:

Wizard CLI (Recommended)

Status: Live One-line onboarding that detects local surfaces, opens browser auth, and bootstraps your workspace. Run the Wizard CLI →

OpenClaw Plugin (Recommended)

Status: Live Recommended first integration. Browser pairing onboarding, automatic MCP config, and live OrgX dashboard in OpenClaw. Set up OpenClaw →

GitHub

Status: Beta Optional OAuth for repo access. Agents can open PRs and comment on issues. Connect GitHub →

Linear

Status: Live Optional OAuth integration for teams already managing projects and issues in Linear. Connect Linear →

Slack

Status: Coming Soon Bot integration for blockers detection and team notifications.

Notion

Status: Coming Soon Database sync for briefs and documentation.

Step 3: Create Your First Initiative

An initiative is a goal that agents will work toward. OrgX uses the IWMT hierarchy (Initiative → Workstream → Milestone → Task) to automatically break down and execute work.

Via Mission Control
Via ChatGPT
Via MCP Clients

Open Mission Control from the dashboard
Click “New Initiative”
Describe your goal (e.g., “Launch v2 marketing site”)
OrgX will automatically:
- Scaffold the full IWMT hierarchy (workstreams, milestones, tasks)
- Begin auto-continue cascade execution
- Surface decisions as agents work through tasks

If you’ve connected the ChatGPT integration:

"Create an initiative to redesign our pricing page"

OrgX will scaffold the full initiative hierarchy and begin execution.

Use the scaffold_initiative tool to create a full hierarchy in one call:

{
  "tool": "scaffold_initiative",
  "args": {
    "title": "Q1 Product Launch",
    "summary": "Ship new dashboard features by end of quarter",
    "workstreams": [
      { "title": "Frontend", "tasks": [{ "title": "Build hero section" }] }
    ],
    "milestones": [{ "title": "Beta launch", "due_date": "2026-04-01" }]
  }
}

Step 4: Review Your First Decision

Once agents start working, they’ll surface decisions that need your approval. Each decision includes:

Context: What the agent found and why it’s asking
Recommendation: The agent’s suggested action
Evidence: Links to issues, PRs, docs, or other sources
Actions: Approve, Reject, or Request Changes

Start with tighter approval settings, then loosen autonomy as you build trust with the agents.

Step 5: Watch Artifacts Ship

Approved decisions become artifacts—the tangible outputs of agent work:

Artifact Type	Example
Spec	Product requirements document
PR	GitHub pull request with code changes
Brief	Marketing campaign outline
Report	Research findings with citations
Sequence	Sales outreach emails

Every artifact includes:

Full agent reasoning chain
Source citations
Verifier proof (automated quality check)

Optional: Connect Additional Surfaces

Wizard CLI

Start from a single command that pairs OrgX in the browser, detects installed clients, and bootstraps your workspace automatically. Run the Wizard CLI →

OpenClaw Plugin

Connect OrgX directly in OpenClaw with secure browser pairing and automatic first sync. Set up OpenClaw plugin →

ChatGPT Integration

Give ChatGPT shared organizational memory, approval workflows, and project status through OrgX MCP. Set up ChatGPT →

MCP Clients

Connect OrgX from ChatGPT, Cursor, Claude, VS Code, and other compatible clients. Set up MCP →

macOS Menu Bar

Next Steps

Understand Agents

Learn about each agent type and their capabilities.

Configure Autonomy

Dial in how much agents can do without asking.

MCP Reference

Full API reference for all MCP tools.

Security & Privacy

How we handle your data and secrets.

​Prerequisites

​Step 1: Create Your Account

​Step 2: Choose Your First Surface

Wizard CLI (Recommended)

OpenClaw Plugin (Recommended)

GitHub

Linear

Slack

Notion

​Step 3: Create Your First Initiative

​Step 4: Review Your First Decision

​Step 5: Watch Artifacts Ship

​Optional: Connect Additional Surfaces

​Next Steps

Understand Agents

Configure Autonomy

MCP Reference

Security & Privacy

Prerequisites

Step 1: Create Your Account

Step 2: Choose Your First Surface

Step 3: Create Your First Initiative

Step 4: Review Your First Decision

Step 5: Watch Artifacts Ship

Optional: Connect Additional Surfaces

Next Steps