Getting started

Mosaic is meant to be an all in one solution. The more context it has, the better your workspace will be.

1. Connect emailCopy Anchor Link

Connecting an account lets Mosaic read, send, and organize that email, as well as manage the calendar on a Google or Outlook account.

After signup, connect from either place:

1. On Home, click Connect email when the feed is empty.
2. Open Settings → Email and click Connect.

In the Connect email dialog, choose Gmail or Outlook / Microsoft 365 and finish signing in with that provider.

To add another inbox, open Settings → Email, click Add account, and connect it the same way. When you write an email, you choose which connected address it sends from.

You can disconnect an account from Settings → Email.

2. Create a teamCopy Anchor Link

A team is the workspace you share. People you invite work in the same channels, tasks, customers, and agents. Your email stays in your inbox. Roles, invites, and billing are covered in Teams.

Create a team during onboarding or from the app:

1. Open Settings.
2. At the bottom of the settings sidebar, click Create a team.
3. Enter a Team name. Under Invite members (optional), add email addresses for anyone who should join now.
4. Click Create Team.

To invite people after the team exists, open Settings and click Invite your team at the bottom of the sidebar.

• Invite link shares one link. Click Create link, then Copy link. An admin or owner can Reset link or Turn off from the settings menu next to Copy link.
• Invite by email sends an invite to each address. Invited people appear as pending until they accept.

Under Settings → Team → Members, an owner or admin can turn on Auto-join on domain so people who sign up with your company's email domain join the team. Members can invite lets members send invites. When it is off, only admins and owners can invite.

Once the team exists, this is what you set up on it:

• Channels. A team channel is visible to everyone on the team. Turn on Automatically add teammates to add current and future members.
• Tasks and projects. Tasks and projects you create are shared with your team by default, and you can make them private. Teammates can view and comment. You and the assignee control status and properties.
• Calls. A call started in a channel is recorded, transcribed, and shared with the team. Uncheck Share with team during the call to keep it with the people on the call. A call you start on your own stays with the people on it. See Calls.
• Customers. An admin turns on Team CRM in Settings → CRM. Mosaic builds company and contact records from the team's email. Email Sync on a company shows that company's email threads to the team. See Customers.
• Booking links. Open Scheduling and select Personal or your team, then open Booking links and click New booking link. You can also open Booking links from the calendar. A team link is Collective, which books every host, or Round robin, which books one host. Owners and admins edit team links. Other members can view them. See Booking links.
• Agents. In Settings → Agents, choose Team under Who can use it. Teammates mention that agent by its @tag in a channel.
• Routines. A routine runs a saved prompt on a schedule, or when something happens that you can see: a channel message, a task change, or a new email. Create one from the Agents Block. A routine is visible only to you and runs with your permissions.
• Connections. Settings → Team → Connections is where an admin imports Slack for the team and configures the GitHub App so the team's repositories sync pull requests.
• Files. In a file's Share dialog, Team access sets view, comment, or edit for the whole team.

On Settings → Team → General, the owner sets the team Name and Slug. The slug is the prefix on task references, such as ENG-42. An admin sets Default link sharing for new links: Only people with access, Anyone with the link, or Team members with the link.

3. Import your dataCopy Anchor Link

Connect the other tool under Settings → Integrations, then ask an agent to copy it. Each person connects their own account. The agent reads the other tool and waits for you to approve before it creates anything.

NotionCopy Anchor Link

1. Open Settings → Integrations.
2. Under MCP integrations, click Connect on Notion and finish signing in.
3. Open Agents, click New conversation, and ask it to import. For example:

Import my Notion workspace. Show me the plan before you create anything.

Pages become docs, kept in the same folder tree. Databases become databases. Databases that we detect track work become tasks.

We have a dedicated Notion importer. It reads the connected workspace and shows a plan of the pages, databases, and task lists it found. You choose what to include and whether the team can see it. Nothing is created until you approve the plan, and anything already imported stays.

LinearCopy Anchor Link

1. Open Settings → Integrations.
2. Under MCP integrations, click Connect on Linear and finish signing in.
3. Open Agents, click New conversation, and ask it to import. For example:

Import my Linear workspace. Show me the plan before you create anything.

Issues become tasks. Linear teams, projects, and initiatives become projects.

SlackCopy Anchor Link

An admin does this from team settings.

1. Open Settings → Team → Connections.
2. Click Import from Slack.

Import with history uses a Slack export from a workspace admin. Pick the channels, leave Include message history on to bring messages and threads, confirm the export belongs to the team's Slack workspace, and click Import selected channels. Files are not imported.

Import channels without history copies public channels and the teammates who are on your team. Messages stay in Slack.

ClickUpCopy Anchor Link

1. Open Settings → Integrations.
2. Under MCP integrations, click Add server.
3. Set Name to ClickUp and URL to https://mcp.clickup.com/mcp.
4. Sign in to ClickUp when Mosaic asks.
5. Open Agents, click New conversation, and tell it what to copy. For example:

Import my open ClickUp tasks and the Docs in the Engineering space.
Skip archived work. Show me the list before you create anything.

The agent reads ClickUp and lists what it will create. It creates tasks and docs only after you say to.

Importing with MCPCopy Anchor Link

Settings → Integrations → MCP integrations is where these connections live. Notion and Linear have a Connect button. For any other tool, click Add server, enter its name and MCP URL, and sign in.

Then start a chat and name what to copy and what to skip. Ask the agent to show the list before it creates anything. The connected tool is only read.

You can also import from Claude, Cursor, or Codex. Open Settings → MCP server and connect your account, or point the client at `` and sign in. The client can then create docs, tasks, and channels in your workspace. See MCP setup.

Mosaic's MCP server has no rate limit. That includes the Free plan.

4. Set up your agentsCopy Anchor Link

The built-in agent is ready once you are signed in. It can use the email, tasks, docs, calls, and channels you can open, and it asks before it sends email.

Start a conversation from the box at the top of Home, or open the Agents Block and click New conversation.

In a channel, type @Mosaic and your message. The reply stays in that thread.

To add an agent of your own:

1. Open Settings → Agents.
2. Click Add agent.
3. Set the Name and @tag. The tag is how people mention this agent.
4. Write Instructions. The agent receives them at the start of every conversation.
5. Under Where it runs, choose In Mosaic, In Cursor, or In your harness. In Mosaic uses Mosaic's tools and the apps you have connected. In Cursor needs Cursor connected on this page. In your harness runs the agent on your machine through MosaicD.
6. Under Who can use it, choose Private or Team. A Private agent can be mentioned inside of a team channel only by the owner. A team agent can be mentioned by anyone on the team. Team agents need a team.
7. Click Create agent.

Mention a team agent with its @tag in a channel, the same way you mention @Mosaic.

Apps you connect for an import are also available to agents that run in Mosaic. To connect an app without starting an import, open Settings → Integrations and connect it there. Each person connects their own account.

RoutinesCopy Anchor Link

A routine is a saved prompt an agent runs without you starting a chat. It runs on a schedule, or when something happens that you can see.

Open the Agents Block, open Routines, and click Create Routine. Name it and write the instructions. Instructions can @mention people, docs, and tasks. Choose the agent or model, click Add trigger, and click Create routine.

Activity triggers include:

• Channels. A channel is created, a message is sent, or you are @mentioned.
• Documents. A document is created or deleted.
• Tasks. A task is created, or its status, priority, or another property changes.
• Email. A new email arrives. Spam, trash, and drafts are skipped.

MosaicDCopy Anchor Link

MosaicD is a local daemon that connects coding agents on your machine, or a cloud instance, to Mosaic. Herdr, Claude Code, Codex, and similar agents hook in. It is bundled in the desktop app, and you can also install it from the command line. It connects out to Mosaic, so you do not need a tunnel, a webhook, or an open port. Setup is in Bring your own agent.