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Fork and Customize

Step-by-step guide to making Cortex your own.

Step 1: Fork the Repo

Click Fork on github.com/taskade/cortex. This gives you your own copy with all the starter content.

Step 2: Clone Locally

git clone https://github.com/YOUR_USERNAME/cortex.git
cd cortex
npm install

Step 3: Customize Agents

Each file in agents/ is a standalone agent definition. To modify one:

  1. Open agents/strategist.json (or whichever agent you want to change)
  2. Edit the description field — this is the system prompt
  3. Update commands to match your use case
  4. Change name, avatar, and introduction

To add a new agent:

  1. Copy examples/agent-template.json to agents/my-agent.json
  2. Fill in all fields
  3. Run npm run validate to check

To remove an agent:

  1. Delete the file
  2. That's it

Step 4: Customize Projects

Projects in projects/ are structured knowledge. To modify:

  1. Open any project JSON file
  2. Edit the node tree content (see PROJECT-GUIDE.md for the schema)
  3. Keep the root structure intact — one top-level child with nested content

To add a new project:

  1. Copy examples/project-template.json into projects/
  2. Replace the title and content nodes
  3. Set a descriptive avatar emoji

Step 5: Customize Automations

Flows in automations/ define automated processes. To modify:

  1. Open any automation JSON file
  2. Edit trigger settings (schedule, webhook schema) or action prompts
  3. See AUTOMATION-GUIDE.md for available trigger and action types

Step 6: Customize the App

The app in apps/cortex.json contains a full React SPA. For small tweaks, edit the file contents directly. For major changes, use Taskade's Genesis editor.

Step 7: Validate

npm run validate

This checks that all JSON files are valid and have the required fields.

Step 8: Build the Bundle

npm run assemble

This produces cortex.tsk at the repo root — a single file containing your entire workspace.

Step 9: Import into Taskade

  1. Go to your Taskade workspace
  2. Use the Import feature
  3. Select your cortex.tsk file
  4. All agents, projects, automations, and the app will appear

Step 10: Iterate

After importing, you can continue editing in Taskade's UI. When you want to export changes back:

  1. Use Taskade's Export to GitHub feature
  2. Push to your fork
  3. Your repo stays in sync with your live workspace

Tips

  • Start by changing one thing, importing, and verifying it works
  • Template files live in examples/ — they are not scanned by the importer
  • Validation runs in CI on every push — broken JSON will be caught automatically
  • See GENESIS-101.md to understand how the four layers connect