FAQ & Help

How can we help?

Answers for signing in, installing Contexta in your AI client, and using the dashboard — without the jargon.

Getting started

What Contexta is and how the pieces fit together

What is Contexta?

What do I need before I start?

What is the difference between the dashboard and the plugin?

What happens after I connect?

Signing in

Work email access and organisation membership

How do I sign in to the dashboard?

Why does it say my email isn’t associated with an organisation?

I’m signed in but not linked to an organisation — what now?

How do I get a Contexta account?

How does the 7-day trial work?

Installing Contexta

Connect Claude CoWork, Claude Code, ChatGPT, Cursor, Grok, and other MCP clients

How do I install Contexta in Claude CoWork?

How do I install Contexta in Claude Code?

How do I download the plugin?

How do I connect Contexta in ChatGPT?

How do I connect Grok or GrokBot?

How do I connect Cursor, Claude Desktop, VS Code, or Windsurf?

Do I need an API key?

What MCP URL should I use?

How do I know setup worked?

Dashboard

Capabilities, spaces, organisation rules, and Get started

What are spaces?

What are capabilities?

Why don’t I see a capability I expected?

What are organisation rules?

What is the Get started checklist?

What can admins and editors do that members cannot?

How do I update my name or avatar?

Troubleshooting

Common connection and access fixes

Plugin download failed — what should I try?

My one-time code didn’t work

contexta_capabilities fails — how do I fix the connection?

I’m signed into the Code app but Contexta still needs authentication

I can’t find Developer Mode in ChatGPT

I connected but the agent still can’t use Contexta

Security

Access control, isolation, and what leaves your machine

How secure is Contexta?

Does Contexta upload my knowledge base or source documents?

Who can access my organisation’s Contexta data?

How do we control or revoke access?

Privacy & support

Contact, terms, and how we handle your data

How do I contact support?

Is my content used to train AI models?

Where are the Terms and Privacy Policy?

Still need help?

Ask in your shared channel with your organisation name and which AI client you use.