Customer Portal
What the customer portal at customer.cortexdb.ai is for, how you get access, and what each part of it does.
The customer portal, customer.cortexdb.ai, is where pilots and customers with a self-host license get CortexDB and help with it: releases and their install commands, agent keys, CortexHelper, Scope Studio, billing and support. It holds none of your memories: those stay on your own CortexDB server.
Not a customer yet?
We recommend starting on CortexDB Cloud, which needs no portal and nothing to run. If you need CortexDB on-prem or on your own infrastructure, talk to us and we will provide a self-host license and portal access.
Getting access
- You receive an invite link from your CortexDB contact. It adds you to your company's license.
- Open it and sign in with Google or with an email address and password. Sign in as the address the invite was sent to: an invite only applies to that address.
- You land on Overview, which shows the newest release and a suggested next step.
Everyone your company invites shares the company's license, releases and Scope Studio projects. When your
pilot or subscription period is over, the portal says your access has ended: releases, docs and tools are
no longer available, and agent keys are refused with 403 NO_ACCESS. A license that has ended keeps the
portal open through its grace period (Your license). Your servers keep your
data either way.
What each part does
| Section | What it is for |
|---|---|
| Overview | The newest release, with a link to download it, and the next step for your account. |
| Releases | Every release, newest first. A release's page has its downloads with their SHA-256, the install command (see below), your company's license, the client package versions it was tested with, and its release notes. |
| Changelog | Every release's notes in one feed. |
| Docs | These docs, for the newest release. |
| CortexHelper | Ask questions about installing, configuring and using CortexDB, or about memory for your product. See CortexHelper. |
| Scope Studio | Design the memory for a product or use case and get a handover pack your coding agent builds from. See Scope Studio. |
| Agent keys | Keys that let your coding agents, scripts and pipelines use the portal: downloads, docs, CortexHelper, Scope Studio and the portal's MCP server. See Agent keys. |
| Billing | Your plan, company and the date your access runs until. Customers are billed by invoice: for copies or plan changes, email your CortexDB contact or help@cortexdb.ai. |
| Support | Report a problem and get the reply in the same place, with the whole history kept. |
Installing from a release page
A release's page builds the install command from four choices:
| Choice | Options |
|---|---|
| Machine | x86-64 (most servers and PCs) or ARM64 (Graviton, Apple silicon VMs, Ampere) |
| Run it with | Docker (recommended) or the plain binary (Linux with glibc 2.39 or later) |
| Embeddings | An OpenAI-compatible key (OPENAI_API_KEY), or a local Ollama with nomic-embed-text |
| Who connects | This machine only (no auth, for a first try), or other machines (the installer makes and keeps a server API key) |
The command downloads the installer with your agent key and runs it. The installer checks the machine, downloads and verifies the release, installs it, then writes one memory and recalls it. The page also has the same steps by hand. The Self-Hosting Quickstart walks through both, and Your license covers how the license reaches the server. To move an existing server to a newer release, follow Upgrading instead of running the installer again.
Getting help
- CortexHelper answers most questions straight away, from the docs and code of the newest release.
- Support is for problems: paste the error as it is, the server version (
GET /v1/admin/version) and what you tried. Leave out secrets: API keys, agent keys and your license never belong in a request, and we never need one to help. - Billing questions go to help@cortexdb.ai.
See also
- Agent keys · CortexHelper · Scope Studio
- Keys and Credentials: every credential a customer handles, and which is which.
Self-Hosting Defaults & Prerequisites
What a default self-hosted CortexDB instance does out of the box, and which features are opt-in — enrichment, cross-encoder rerank, and the knowledge graph.
Agent Keys
Keys that let your coding agents, scripts and pipelines use the customer portal: how to create and revoke them, what they reach, and the portal's MCP tools.