1Sign in to the agent once
Install Claude Code or Codex CLI if you have not. Open a terminal and sign in once: start claude and log in, or run codex login. That is the whole setup on the agent side.
Then open Settings → Integrations. Under Apps and Agents, click Connect on Claude or OpenAI Codex; the row shows when Morion can run on that subscription. If you signed in after opening the app, click Refresh to detect the login again.
On Windows and Linux, use the Claude Code login; the Codex route runs on macOS for now.
2Choose the login for indexing
Open Settings → Smart Indexing → Indexing Models and pick Claude CLI or Codex CLI. Indexing and Ask Mo answers then run on that login.
Mo Assistant, the chat inside the app, is the one exception: it needs an OpenRouter key or a local Ollama, and it is part of Pro.
3Turn on AI access and ask Mo something
Open Folder Settings → AI Access and turn on AI access. Indexing follows the project setting; if the tab says indexing is off at the project level, turn it on in the project settings. The indexing banner shows progress.
Once the first pass is done, ask Mo something about the folder from Claude Code or Codex; the answer runs on the same login. Check that the answer cites your notes and carries a status on each claim.
Cost: nothing beyond the subscription you have. Indexing a large folder draws on the same limits as your agent sessions, Start with one folder.
4Questions
No. Indexing and Ask Mo answers run on a signed-in Claude Code, or Codex on macOS. Mo Assistant, the in-app chat, needs an OpenRouter key or a local Ollama.
Any. The Free plan runs indexing on your login; Pro adds OpenRouter or Ollama as another option, and Mo Assistant.
5What you have now
Mo indexes and answers on the account you already pay for. Nothing else to sign up for, and no second bill. On Pro you can add an OpenRouter key or a local Ollama later if you want a specific model.
Move your CLAUDE.md history into Morion.
Give a large codebase a knowledge layer.