Build on a database you own.
Everything to understand and run Excellent — the concepts, the agent system, and how every interface reads from one local file on your machine.
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What is Excellent?
A one-page orientation to Excellent — your whole business on your own machine — and how its pieces fit together.
ReadQuickstart
What to expect when you get access, and how to get up and running.
ReadInstall & run
Get Excellent running on your machine — the desktop app or from source — plus where your data lives, how to update, and how to back it up.
ReadBrowse the docs
Concepts
- Local-firstWhat "local-first" means in Excellent and why it's the foundation of everything else.
- The shared schemaOne canonical data layer that every app builds on, so your operation stays coherent.
- AI agentsThe roles, goals, and budgets that let agents run your operation safely.
- The ship / verify protocolSeparation of duties for AI agents — why no agent can approve its own work.
- Security & privacyWhat stays on your machine, how secrets are protected, and what — if anything — ever leaves.
- Sync & teamsWhere multi-device and team support stands today — what ships, what's coming, and the honest tradeoffs.
- PlayThe Play button — a ranked queue of the single most valuable thing to do next, and why each card earned its spot.
Apps
- Apps overviewA tour of the six apps in the Excellent suite and what each one does.
- TasksThe shared work queue for you and your agents — every task claimed, evidenced, and verified by a second party.
- CRMLeads, opportunities, and one timeline per relationship — with email and SMS that actually send, and sequences that run on their own.
- HiringA local-first applicant tracker — public job pages, a candidate pipeline, and scorecards that lock once submitted.
- DocumentsA document workspace with an AI-assisted editor, so reference material lives beside the rest of your operation — and your agents can read it.
- AnalyticsThe audit trail for autonomous work — what your agents ran, what they touched, and what it cost, made legible.
- IntegrationsHow Excellent connects to the tools you already use — by direct OAuth, on your machine — and turns what syncs into canonical data your agents can act on.
Operating Excellent
- Running headlessOperate your whole workspace from a terminal — run agent roles as workers, drain the review queue, and drive work to done without opening the app.
- The MCP serverHow the Claude or Codex in your terminal reads and runs your workspace — the same tools the in-app agents use.
- AutopilotLet Excellent run itself on a schedule — a frugal heartbeat that spawns an agent only when there's matching work. Off by default.
- Copilot (in-app chat)The chat dock inside Excellent that can operate your workspace — and, if you let it, develop the app itself.
- Settings & configurationWhere Excellent's settings live, the kill switches for every agentic feature, and the environment variables that control the command line.
- TroubleshootingFixes for the handful of things that trip people up — the first-open warning, ports, restarts after changes, and starting fresh.
Operate from your terminal
Excellent ships an MCP server, so the Claude or Codex in your terminal can read and run your workspace through the same tools the agents use. Run it headless →
$ excellent-mcp install-skills