Getting Started

Go from zero to a fully structured project in under 5 minutes. No credit card, no config wizards.

1 Create Your Account

Head to stellary.co/register and sign up with your email. Your account is free during early access — no credit card required.

On registration, Stellary automatically creates:

• A personal organization (your private workspace)
• A default workspace inside that organization

You're ready to create your first project immediately.

2 Create a Project (or Use the AI Wizard)

From the dashboard, click "New Project". You have two options:

• Manual creation — Give it a name and Stellary creates a board with default columns you can customize later.
• AI Project Wizard — A 4-stage guided flow: describe your project, let AI generate columns, cards, and scope, then refine and confirm. Go from idea to structured project in minutes.

POST /orgs/:orgSlug/workspaces/:wsSlug/projects
{
  "name": "My First Project"
}

3 Customize Your Board

Every project comes with 5 built-in views you can switch between at any time:

• Kanban — Drag-and-drop columns for visual workflow
• List — Sortable, filterable table for detailed overviews
• Calendar — Date-based view for deadlines and schedules
• Roadmap — Timeline view for long-term planning
• Stats — Charts and metrics for project health at a glance

In Kanban view, rename columns, add new ones, or reorder them to match your workflow:

POST /orgs/:orgSlug/workspaces/:wsSlug/projects/:projectId/columns
{
  "name": "In Review"
}

Common column setups:

• Simple: To Do → In Progress → Done
• Dev team: Backlog → To Do → In Progress → In Review → Done
• Agency: Brief → Design → Development → Client Review → Shipped

4 Add Cards

Cards are your tasks. Each card supports a rich set of properties:

POST /orgs/:orgSlug/workspaces/:wsSlug/projects/:projectId/columns/:columnId/cards
{
  "title": "Design new API endpoints",
  "description": "Define REST routes for the billing module",
  "priority": "high",
  "dueDate": "2026-04-01",
  "checklist": [
    { "title": "List required endpoints", "done": false, "order": 0 },
    { "title": "Write OpenAPI spec", "done": false, "order": 1 },
    { "title": "Review with team", "done": false, "order": 2 }
  ]
}

5 Create Documents

The Knowledge Base lets you create and share documents across your project. Stellary supports 8 document types:

• Spec — Technical specifications and requirements
• ADR — Architecture Decision Records
• Meeting Notes — Structured notes from team meetings
• Retrospective — Sprint or project retrospectives
• RFC — Request for Comments proposals
• Runbook — Step-by-step operational procedures
• Guide — How-to documentation and tutorials
• Free-form — Any other content

Documents use a TipTap rich-text editor with support for @mentions, code blocks, tables, images, and more. Each document goes through a review workflow (draft → in review → approved) to keep knowledge quality high.

6 Invite Your Team

Add team members at the organization, workspace, or project level. Each level has its own role system:

• Organization: owner, admin, member
• Workspace: Same roles + a cockpitRole for strategic features + custom roles
• Project: member (access to board, cards, documents, comments)

Stellary uses RBAC with custom roles, so you can define fine-grained permissions tailored to your team structure.

POST /orgs/:orgSlug/workspaces/:wsSlug/members/invite
{
  "email": "teammate@company.com",
  "role": "member"
}

7 Set Up the Cockpit

Once your project has cards flowing, the strategic cockpit gives you high-level oversight:

• Context Profiles — Define the strategic context for your project (goals, constraints, stakeholders)
• Priorities — Set up to 4 active focus areas (strict WIP) to keep the team aligned
• Missions — Define high-level objectives and track their progress
• Todos — Break missions into actionable, tracked tasks
• Decisions — Record important choices with context and impact
• Proposed Actions — Review AI-suggested actions before they are applied

AI agents can read the entire cockpit state via get_pilotage_state and propose actions through the review workflow.

8 Connect AI Agents (Optional)

Connect an MCP-compatible AI tool to your board and let it read your project context, propose actions, and even execute tasks based on the autonomy level you choose.

3 Autonomy Modes

• Supervised — Every action enters a review queue. Nothing is applied until you approve it.
• Semi-autonomous — Routine actions (moving cards, updating fields) are auto-applied; strategic actions require review.
• Autonomous — Full delegation. The agent acts on your behalf within defined guardrails.

MCP Setup

1. Go to Settings → API Tokens in the app
2. Create a token with the scopes you need
3. Copy the token (shown only once)
4. Configure your AI tool with the MCP endpoint

Cursor Configuration

// .cursor/mcp.json
{
  "mcpServers": {
    "stellary": {
      "url": "https://app.stellary.co/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

See the MCP Integration guide for detailed setup instructions and all available tools.

9 Set Up Automations (Optional)

Automate repetitive workflows with trigger-based rules. Stellary supports 7 triggers:

• Card moved — When a card enters or leaves a column
• Card created — When a new card is added
• Due date reached — When a card hits its deadline
• Field changed — When a specific field is updated
• Assignee changed — When a card is reassigned
• Priority changed — When priority level changes
• Checklist completed — When all checklist items are done

Each automation supports conditions (e.g., only trigger for high-priority cards) and multi-step actions (move card, assign member, send notification, etc.). Every automated action is logged in the audit trail for full traceability.

10 Generate API Tokens

For programmatic access (CI/CD, scripts, integrations), create Personal Access Tokens:

POST /api-tokens
{
  "name": "CI Pipeline",
  "scopes": ["projects:read", "projects:write"],
  "expiresAt": "2027-01-01T00:00:00Z"
}

Available scopes: