Getting started

How to get started with ContextRail

Set up ContextRail in 20–30 minutes: create your first context, generate an MCP token, and connect your AI tool.

Prerequisites

  • ContextRail account with organization access
  • Admin or member role
  • AI tool to connect (Cursor, Copilot, Claude, Codex, Gemini, or Windsurf)

Quick links

Steps

  1. Create your organization. Sign up and complete the organization setup flow.
  2. Create your first context. Open Contexts and select “Add Context,” or use the Onboarding Wizard.
  3. Generate an MCP token. Go to Settings → Token Management, choose an expiration and organization, then generate a token.
  4. Connect your AI tool. Use the configuration snippet shown in Settings or follow the Integrations guide.
  5. Test retrieval. Ask your AI tool about a standard you created.

Verify the result

  • Your AI tool references context content.
  • Contexts appear in Contexts.

Troubleshooting

  • Unauthorized errors: regenerate the token and update your tool config.
  • No contexts: confirm the organization selected when generating tokens.
  • Connection failure: verify the MCP URL and network access.