NotchPad Guides
Connect Codex and Claude to NotchPad over MCP
Set up NotchPad MCP, grant access to folders or project sources, and verify that your AI app can read and write what you intended.
Connect your AI app
- Open AI Connections in the workspace, or find it in Settings. Choose Connect beside your client.
- Review What to share for note folders, unfiled notes, and reusable snippets. These library choices apply across connected apps. Open App permissions to check each connection’s actions and project access.
- Keep NotchPad running and follow the client-specific reload instruction. With Codex or Claude Code, start a fresh session if the old session still shows the previous tool list.
Give the app the access it needs
- Read lets the client retrieve accessible notes and project material.
- Allow Writes lets it save and append notes and make permitted project writes. Writes require an active trial or Pro license.
- Manage Projects adds project management actions, including creating projects and editing people and links in shared projects. Ask for a draft when you want to review those changes first.
- Share Skills Library gives the connection access to eligible personal skills. Projects and Sources controls which projects, linked roots, and chats the client can use.
Locked notes, notes in locked folders, Apple Notes links, and clipboard history are excluded. Connected apps may process shared material through their own services. Use Pause All Connections to stop access, or Revoke Access to remove a specific connection.
Verify with a small request
Ask the client to use NotchPad to list your shared projects and read the brief in one of them. For writes, ask it to save a new test note in a shared folder. For formatted text, request format: markdown. Open the note in NotchPad to confirm the result.
If project tools are missing, reload the connection. If the tools are present but a document is missing, check project and source sharing. If a write fails, check the write permission and trial or license status.
Install project instructions for future sessions
In the project, open Sources → Project workflow. Choose your client and click Install Project Workflow…. Select the folder you open in that client. NotchPad adds a managed block to AGENTS.md for Codex or CLAUDE.md for Claude Code. Start a new session in that folder.
The instructions tell the agent when to look up context and save findings. The agent still has to make the tool calls. Use Remove Managed Block… in the same section to take out the NotchPad instructions.