Cairn / Docs / AI Chat

AI Chat

A persistent side panel that gives your AI model direct access to your workspace. Read notes, create tasks, move cards, generate PRDs — all through natural conversation.

Opening the chat panel

Press ⌘/ on macOS or Ctrl+/ on Windows and Linux. The chat panel slides open on the right side of the window. It stays open across navigation — switching between Notes and Board views doesn't close it.

How the agentic loop works

When you send a message, Cairn sends your message and the conversation history to your configured AI endpoint. The model may respond with plain text, or it may issue tool calls — requests to perform actions inside your workspace.

Cairn executes each tool call, feeds the result back to the model, and repeats until the model produces a final text response with no pending tool calls. This is the agentic loop: the model can chain multiple actions to complete complex requests without needing you to prompt it at each step.

Example: "Move all urgent tasks to In Progress" — the model calls search_tasks to find urgent cards, then calls update_task for each one, then responds with a summary.

AI chat panel open alongside the board view
The AI chat panel open alongside the Board view, showing a conversation with tool call activity.

Live tool call activity feed

Every tool call is shown in real time in the chat panel as it executes. You see:

This makes the AI's behaviour transparent — you always know what it did and why.

Streaming responses

The AI streams its reply word-by-word as it's generated — you see the response building in real time rather than waiting for the full reply. A live cursor shows while tokens arrive. Tool calls still run before streaming begins.

Attachments: images & PDFs

The chat composer accepts image and PDF attachments alongside text. The attach button adapts to the selected model: models known (via models.dev) to accept images keep the image option, models that accept PDFs receive the raw bytes losslessly, and models that only take images get a PDF rasterized (up to 8 pages) into image parts so the file still arrives. The attach button is hidden for models known not to accept any attachments, and everything falls back gracefully offline. The coding agent's input accepts the same attachments — images and PDFs are staged, serialized, and sent with the prompt through the agent loop.

Thread history

A History button in the chat header lists up to 15 recent threads per project, each titled from its first message. Select any thread to resume it. Threads can be renamed, deleted individually, or cleared in bulk. Deleting the active thread starts a fresh one automatically.

Reasoning & thinking streams

Models that emit reasoning show their thought process in a collapsible thinking block that streams live and auto-collapses once the answer starts. A context-usage ring in the chat header breaks down your token budget — including answer tokens vs. reasoning tokens — so you always know where you stand.

Subagents

Turn on Subagents (Settings → AI & Chat, or the in-chat gear popover) to route a conversation through a dispatch → research/write architecture: a thin dispatcher delegates read-only research and write work to focused child agents, each with a smaller tool set. On capable models this cut prompt tokens by roughly 43% on research-heavy tasks at equal output quality. Each running sub-agent appears as an inline block you can expand to "step into" — its instruction, streamed findings, and tool calls — and the trace persists in thread history.

Side-by-side previews

The chat can morph between a right-docked sidebar and a full-workspace layout. Click a note, task, or reference in an assistant response and it opens in a preview pane next to the chat, with a header link to jump straight to the Board or Notes view. When the assistant calls an external tool, the result shows as a clickable chip that opens the underlying page (a Confluence doc, a pull request, a search hit) in your browser.

Saved AI providers

Save several named, OpenAI-compatible connections — each with its own name, base URL, API key, and default model — and switch the active one from a dropdown instead of retyping your endpoint every time. Add one for OpenAI, another for OpenRouter or Together, one for a local Ollama / LM Studio server, and flip between them in a click. You can switch the active provider right from the chat quick-settings popover while you're chatting.

Community AI providers

A Browse Community button in Settings → AI & Chat (and Settings → Coding Agent) installs ready-made provider presets from the cairn-community catalog with one click — you just enter your API key, which is stored in your OS keychain. Each preset ships an endpoint base URL and a default model, so there's no more copy-pasting gateway URLs. Installed providers join your shared provider list and show their brand logo in the switcher.

Settings AI provider switcher dropdown with a per-surface model picker beneath it
Saved providers — switch active connection from a dropdown, with a per-surface model picker beneath.
API keys live in your OS keychain

Provider API keys are stored encrypted in your operating system's keychain (macOS Keychain, Windows DPAPI, Linux libsecret) — never in plain text. The app only holds an opaque reference; the real key is decrypted in the background process at request time and never exposed to the window. The key field shows only "•••• stored — type to replace".

External tools in chat

Beyond the built-in workspace tools, chat can call external tools you connect — remote MCP servers and any HTTP API, including OAuth-protected services. Configure them in Settings → Tools and attach them per-project. See External Tools for the full guide.

In-chat settings

A gear icon in the chat toolbar opens a compact popover to change the model, max tool-call steps, temperature, and subagents on the spot — no round-trip to Settings. A "More settings…" link jumps to the full AI & Chat settings when you need endpoints, keys, or tools.

Supported endpoints

Any OpenAI-compatible API endpoint works. Configure your endpoint in Settings → AI & Chat.

Provider Endpoint URL API key required
On-Device Llama Built-in llama-server via llama.cpp No (Local, private, offline)
OpenAI https://api.openai.com Yes
Groq https://api.groq.com/openai Yes
Together AI https://api.together.xyz Yes
Ollama (local) http://localhost:11434 No
LM Studio (local) http://localhost:1234 No
Any compatible proxy Your proxy URL Depends on proxy
On-Device Llama (llama.cpp)

Runs offline privately using an integrated llama.cpp server. Download and manage highly optimized quantized GGUF models (such as Gemma 4) directly inside the AI Settings console. The engine operates entirely locally on your CPU/GPU hardware, requiring zero API keys, network calls, or remote servers.

Anthropic Claude

Anthropic's API is not natively OpenAI-compatible. Use a compatible proxy (e.g. LiteLLM) to connect Claude models to Cairn.

Model recommendation

For best tool-calling performance, use a model with strong function-calling support. Frontier models from OpenAI or Anthropic (via proxy) work well, as do locally fine-tuned coding models via Ollama.

What the AI can do

The AI has access to the full set of workspace tools inside the chat panel — notes, tasks, projects, tags, dashboards, Idea Flow, the knowledge graph, and semantic search — plus any external tools you've attached. Tools marked * are chat-only and not available via MCP. A representative selection:

Tool Description
get_active_context *Returns the active workspace and currently open project with column IDs
get_cairn_contextFull orientation: all workspaces, projects, column IDs, tool list, conventions
get_project_context_packSingle-call bundle: project metadata + pinned notes + open tasks + recent activity
search_notesFull-text search across notes. Empty query returns all notes.
get_noteFull markdown content, linked IDs, and metadata of a note by ID
ensure_noteIdempotent create-or-update by title — prevents duplicate notes
append_to_noteAppend content to a note without re-sending the full body
patch_noteSurgically replace a string inside a note
delete_notePermanently delete a note
search_tasksFull-text search across task cards. Empty query returns all tasks.
get_taskFull detail of a task card including linked notes and blockedByIds
list_ready_tasksOnly unblocked, active tasks — use this to find work that can start now
create_taskCreate a task card in a column
update_taskUpdate a task's fields. Pass archived: true/false to archive or restore. Pass blockedBy to add a blocker, unblockFrom to remove one.
bulk_update_task_statusMove multiple tasks to the same column in one call
delete_taskPermanently delete a task card
link_note_to_taskBidirectionally link a note and a task card
upsert_projectCreate or update a project. Omit projectId to create (auto-creates 5 default columns); provide projectId to update.
delete_projectPermanently delete a project and all its contents
create_tagCreate a workspace tag with a name and hex colour
create_dashboardCreate a live HTML dashboard in a project
update_dashboardUpdate an existing dashboard's title or HTML
get_dashboard_constantsReturns the window.cairn API reference for building dashboards
get_idea_flowFull canvas graph — all nodes and edges — with note and task content resolved inline
create_idea_flow_nodeAdd a node to the Idea Flow canvas
update_idea_flow_nodeUpdate a node's data or position
delete_idea_flow_nodeRemove a node and all its connected edges
create_idea_flow_edgeConnect two nodes with an optional label
delete_idea_flow_edgeRemove a connection between two nodes
layout_idea_flowAuto-arrange all nodes in the canvas
get_idea_flow_rulesReturns node type conventions, group rules, and positioning guidelines for Idea Flow
get_knowledge_graphFull workspace relationship graph; scope by project, node type, or edge type
get_neighborsN-hop BFS traversal from any node (depth 1–3)
generate_prd *Generate a structured PRD note from a plain-language description
spawn_tasks_from_note *Read a PRD note and create structured task cards on the board
ask_questions *Present structured clarifying questions as an inline form the user can fill in before the AI continues
suggest_connections *Emit suggested Knowledge Graph connections the user can accept or dismiss with one click

Message controls

Slash commands

Type / in the input to open the command palette. Built-ins include /compact (summarise the conversation to save context) and /archive-chat, plus commands that insert text — and the Commands settings page documents every one in one place.

The reserved executable built-ins /compact and /archive-chat can't be overridden. When you tab-complete a slash command, the input sends on the next Enter.

Context & conversation history

The chat panel maintains the full conversation history for the current thread. Threads are written to SQLite and re-hydrated on launch, so they persist across app restarts and updates — you can close and reopen Cairn and resume any thread from the history list, even if local browser storage is wiped. The last-active thread is remembered and re-selected on restart. If you want the AI to have specific context beyond the current thread, paste it into the chat or ask it to read a note.

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