Neotoma

Install options

5-minute integrationFully reversible

Want the full agent-driven sequence? Start with evaluation, then let the agent install if needed, activate Neotoma with your data, and configure the tool you are in.

Start with evaluation →

Agent-assisted install

If you want to skip the initial evaluation page and proceed directly from install, paste this prompt into Claude, Codex, Cursor, or a similar agent. The prompt is concise; this page contains the full install-first sequence the agent should follow.

Read https://neotoma.io/install and carry me through the install-first Neotoma flow. Install, activate it with my data, and configure my current tool for robust ongoing use.

Agent: install-first instructions

Use this path only when the user already wants to proceed with Neotoma and does not need the broader fit-assessment flow on /evaluate.

  1. Confirm the install-first path - verify that the user wants to proceed now, identify their current tool, and note any major tool constraints that affect setup quality.
  2. Install only if needed - check whether Neotoma is already installed. If not, run npm install -g neotoma and neotoma init. If it is already installed, skip re-installation unless something is broken.
  3. Set the first data target - determine what data should be stored first and, if needed, ask the user which onboarding mode they want: quick win, guided, or power user.
  4. Run activation - execute discover -> propose -> preview -> ingest -> reconstruct -> query -> correct: discover candidates, preview them, ingest confirmed sources, reconstruct a timeline, then query and correct.
  5. Configure the current tool - after first value is visible, set up the strongest ongoing Neotoma workflow for the tool in use. If that tool is too constrained, say so explicitly and recommend a better-supported primary environment.

Canonical written reference: install.md. If the user wants the broader qualification flow first, send them to /evaluate.

More options: Manual install · Docker · CLI reference

Direct integration docs

Manual install

If you prefer to run the commands yourself:

# Global install
npm install -g neotoma

# Initialize
neotoma init

After installation

Once installation is complete, activation follows. If evaluation already identified the first data to store, carry that forward. Otherwise determine it now, then run discover -> propose -> preview -> ingest -> reconstruct -> query -> correct. After first value is visible, configure the current tool for robust ongoing usage.

  1. Preference selection - if evaluation already established the priority data types and onboarding mode, carry them forward. Otherwise choose which data types matter most (project files, chat transcripts, meeting notes, financial docs, code context, custom paths) and pick a mode: quick win, guided, or power user.
  2. Discovery - continue from any candidate data already identified during evaluation. If that work has not happened yet, the agent scans shallowly based on your preferences, groups results into domains (not file counts), and checks for chat transcript exports and platform memory.
  3. Propose and confirm - for each domain the agent explains why it was selected, what entities it likely contains, and what timeline value it could unlock. You confirm per-folder or per-file before anything is stored.
  4. Ingest and reconstruct - confirmed files are ingested and the agent reconstructs the strongest timeline with provenance - every event traced to a specific source file.
  5. Query and correct - the agent surfaces a follow-up query against the reconstructed timeline and offers next actions, then asks whether the timeline is accurate and supports corrections (wrong merge, wrong date, source exclusion).

Start the API server

The API server provides the HTTP interface that MCP and the CLI communicate through.

# Run API server (development)
neotoma api start --env dev

# Run API server (production)
neotoma api start --env production

Connect MCP

Add Neotoma to your MCP client configuration (Cursor, Claude, or Codex):

{
  "mcpServers": {
    "neotoma-dev": {
      "command": "/absolute/path/to/neotoma/scripts/run_neotoma_mcp_stdio.sh"
    },
    "neotoma": {
      "command": "/absolute/path/to/neotoma/scripts/run_neotoma_mcp_stdio_prod.sh"
    }
  }
}

Docker

If you want your assistant to handle Docker setup, use a prompt like this:

Follow the instructions at:
https://github.com/markmhendrickson/neotoma/blob/main/docs/developer/agent_docker_instructions.md
CLI reference →Full README →