Codex
Features

A knowledge base that reads, thinks, and runs the business.

Six capabilities, one system. Each is a real feature shipping today in the web wiki and the native desktop app.

You own it. It's just files.

Every note is plain Markdown in a vault you control — Obsidian-native, git-versioned, synced to OneDrive. No proprietary graph to be locked out of.

  • Open, portable Markdown — futureproof
  • Works with Obsidian and your existing sync
  • Your data never leaves your control

A company OS, not a note pile.

Vision & mission, company rocks, the weekly scorecard, the org chart, review cycles — the operating layer that actually runs the business, built in.

  • Company rocks laddered to every team
  • Live weekly scorecard & review cadence
  • Org chart and ownership from your notes

AI that cites its sources.

Ask anything. The assistant answers strictly from your vault and cites every claim as a real note — grounded, auditable, and impossible to bluff.

  • Answers only from notes it actually read
  • Every claim linked to its source note
  • Respects who can see what

Local-first desktop + team web.

A blazing Tauri desktop app that reads straight off disk — fast, private, offline — plus a permissioned web wiki for the whole team. Same knowledge, two front doors.

  • Native macOS app, signed & notarized
  • Instant, offline, nothing uploaded
  • Web wiki with SSO for everyone else

Knowledge that connects.

Wikilinks, backlinks, and a live graph turn scattered docs into a web of context — the 'second brain' magic, applied to your whole company.

  • [[Wikilinks]] and automatic backlinks
  • Interactive local connection graph
  • Frontmatter dashboards build themselves

Locked down by role.

Role-based access means Finance, Legal, and salary data stay invisible to those who shouldn't see them — enforced on the server, not just hidden in the UI.

  • Folder-cascading read & edit grants
  • Roles map people to what they can see
  • The AI inherits the same permissions
Grounded AI

An assistant that can't bluff.

It works like a diligent analyst: list the notes, read the ones that matter, then answer — citing each source as a clickable link. Scope it to the whole vault, a single folder, or the note in front of you. And it only ever sees what you're permitted to read.

  • Agentic search & read over your vault
  • Citations to exact note paths
  • Model choice: Claude or Gemini
  • Permission-aware — restricted areas stay invisible
codex — assistant

What are our Q3 company rocks and who owns each one?

There are three company rocks this quarter:

  • O1 — 10 paying users. Owned by Oz.
  • O2 — Ship Codex v1. Owned by the product team.
  • O3 — R2m pipeline. Owned by Theo.
10 Strategy/Q3 2026 Rocks.md10 Strategy/Rocks — Company to Team.md
Ask the Codex…
codex — company OS

Company rocks

O110 paying users5
O2Ship Codex v18
O3R2m pipeline3

Weekly scorecard

New signups12
Active users48
Churn2.1%

Reviews due

3 overdue
Pricing modelSecurity policyPartner MOU
Company OS

The operating cadence, built from your notes.

Rocks, scorecard, org chart, and review cycles assemble themselves from note frontmatter — no parallel spreadsheet to keep in sync. Open the Cockpit and the state of the company is right there.

  • Company rocks with ladder counts per team
  • Weekly scorecard tables by track
  • Reviews board — overdue, soon, upcoming
  • People directory & reporting lines
Questions

The short version

Is the Codex a new app I have to move everything into?

No. It sits on top of a Markdown vault you already own. If you use Obsidian, it's the same files. Edit in Obsidian, the desktop app, or the web wiki — they all stay in sync through git and OneDrive.

Where does the AI get its answers?

Only from notes you're allowed to read. It uses tools to search and read the vault, then cites each note it used. It never invents facts, and restricted areas stay invisible to it.

Who can see what?

Access is defined per-folder and cascades. Admins see everything; everyone else sees exactly what they're granted. The same rules apply to the AI assistant.

Do I need the desktop app?

No — the web wiki works in any browser. The desktop app is for people who want a fast, offline, local-first experience reading straight from their own copy of the vault.

Still curious? Talk to us

Give your company an unfair advantage.

Open the Codex in your browser, or run it natively on your Mac. Your knowledge is waiting.