Context Library quick start
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Use this guide to connect supported company tools, let Palette generate scoped context, and make that context available in Palette Desktop or through MCP.
Already using Palette Desktop? You can browse organizational context and mention a context page in chat. The agent can read it when the Palette connector is connected.
1. Connect your company tools
Choose the company tools and sources Palette can access. Setup guides are currently available for:
Google Calendar is a personal Connector Gateway connection, not an organization-level Context Library connection.
You choose the channels, projects, repositories, and spaces Palette can access. The available connection list can vary during early access.
2. Wait for your context pages
After the connections are active, Palette captures relevant activity. Team check-ins can add context that tool events do not contain.
Generated context pages are refreshed in a weekly batch. Raw activity can arrive throughout the week, but the readable context is not real-time. Wait until the first context pages appear in Palette before continuing.
3. Connect the places where agents work
- Palette Desktop: connect the Palette connector, then browse organizational context or mention a context page in chat.
- Claude, Cursor, Conductor, and other MCP-compatible tools: connect to Palette through MCP so the agent can search and read the latest generated context available to you.
- ChatGPT: connect a custom Palette MCP app when your plan and workspace allow it. Otherwise, use a manual Project snapshot and replace it after your context changes.
See the guides for Claude, ChatGPT, and other tools.
4. Verify the connection
Ask the connected agent to list the context pages available to you. Then ask a question whose answer appears in one of those pages. The agent only receives context allowed by your Palette permissions.
For example prompts and workflow patterns, see Use Context Library with AI tools and Use Context Library in workflows.
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