Documentation
Everything you need to get started with Historis
Getting started
Create your account and get going in minutes
Create an account
Free signup, no credit card required.
Create your first event
Describe what happened. Historis organizes the rest.
Connect your AI
Let Claude, ChatGPT, or Cursor handle the tracking for you.
Key concepts
The building blocks of Historis
Events
The basic unit. An event contains free-form text, a status (open, in progress, closed), a due date, and a follow-up date. It's your working memory.
Persons
Your contacts: clients, suppliers, partners. Each person has a name, phone, email, and notes. Link them to events to build a history.
Tags
Classify your events and persons with tags. Counters update automatically. Filter by tag to find what matters.
Statuses
Lifecycle: Open → In Progress → Closed. Add a resolution when closing. Filter by status to see what's left to do.
Teams
Organize your members into teams. Teams are the foundation for visibility control — restrict who can see specific events and contacts. Available on the Pro plan.
Visibility
Control who sees what. Each event and contact has a visibility level: Organization (everyone), Teams (only assigned teams), or Private (only you). Set visibility when creating or editing.
Rules
IF/THEN automation. When an event matches conditions, actions execute automatically.
Automatic rules
Let Historis organize for you
Rules automatically evaluate every event created or updated. If conditions match, actions execute.
Available conditions
- Content contains / does not contain / equals
- Status equals / does not equal
- Tag is present / absent
Available actions
- Add a tag
- Link a person
- Change status
Mode: all conditions (AND) or any condition (OR)
Trigger: on creation, on update, or both
Connect your AI
Historis works with any MCP-compatible agent
MCP Server URL
Claude Desktop
Add this block to your claude_desktop_config.json:
{
"mcpServers": {
"historis": {
"url": "https://api.historis.app/mcp"
}
}
}ChatGPT
In ChatGPT Settings → MCP Servers → Add Server. Paste the URL above and authorize via OAuth.
Cursor
In Settings → MCP → Add server. Same JSON config as Claude Desktop.
MCP Tools Reference
All tools available to your agent
Events
| Tool | Description |
|---|---|
| create_event | Create a new event with content, tags, persons |
| list_events | List events with status/tag/date filters |
| get_event | Get full details of an event by ID |
| update_event | Update content, status, resolution, persons |
| delete_event | Delete an event by ID |
| capture_event | Rich event creation with source metadata |
| bulk_create_events | Create multiple events in one call |
| batch_update_status | Update status of multiple events at once |
| link_events | Link or unlink two related events |
Persons
| Tool | Description |
|---|---|
| list_persons | List all persons in the organization |
| get_person_history | Get a person with all linked events |
| search_or_create_person | Find a person by name, create if not found |
| link_event_to_person | Link or unlink a person to/from an event |
| tag_person | Add or remove tags on a person |
Search
| Tool | Description |
|---|---|
| search | Full-text search across events and persons |
Tags
| Tool | Description |
|---|---|
| list_tags | List all tags with usage counters |
Intent
| Tool | Description |
|---|---|
| summarize_person_context | Structured summary of a person's history |
| find_events_needing_followup | Find stale open events needing attention |
| close_loop_on_topic | Close all open events for a person/tag |
Rules
| Tool | Description |
|---|---|
| list_rules | List all memory rules |
| create_rule | Create IF/THEN rule for auto-classification |
| toggle_rule | Enable or disable a rule |
| delete_rule | Delete a rule permanently |
Authentication
How access works
OAuth 2.0
OAuth 2.0 with PKCE — the standard flow for MCP agents. Authorization is automatic: your agent will ask you to approve access the first time.
API Tokens
For direct integrations, create a token in Settings → API Tokens. The token is shown only once.
FAQ
How do I create an event from my AI?
Just tell your AI: "Create an event in Historis: meeting with John about the website quote". The agent uses the create_event tool automatically.
My rules aren't triggering
Check that the rule is active, the trigger matches (creation vs update), and the conditions match the event content.
How do I find overdue events?
Ask your AI: "What events need follow-up?". It will use find_events_needing_followup with the days_old parameter.
MCP authentication is failing
The OAuth token may have expired. Disconnect and reconnect the MCP server in your AI's settings.