Documentation · 39 pages
How The Margin works.
Each page describes the app as it runs today and says when it was last checked. If something is a known limit, the page says so.
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Start here
What The Margin is, your first hour, working offline and signing in on your phone.
- What The Margin isOne workspace holding tasks, notes, money, habits, dinner and the people you share them with, plus a Mind that reads across all of it and agents that can operate it.
- Your first hourSign in, take the short welcome or skip it, install it properly, put real work in, decide about the trial, and let the first sync finish before you go anywhere without signal.
- Working offlineWhat works with no connection, what deliberately does not, and how conflicts resolve when two devices edited the same thing.
Doing the work
Boards, the planner and calendar, notes, whiteboards, templates and voice.
- Boards and cardsBoard, list, calendar and timeline views, saved views across boards, what a card holds, dependencies, custom fields and rules, selecting and acting on many cards with undo, recurrence, WIP limits, sharing, and archiving without losing anything.
- Planner, Today, and CalendarA week you can drag, cards placed at a time, a priority matrix, a day you plan and close, what you finished counted, and a family calendar with events, repeats, reminders and birthdays.
- NotesMarkdown that stays markdown, folders and notes in one tree, wikilinks and backlinks, three privacy settings, and an Inbox you clear one keystroke at a time.
- Whiteboards and CanvaAn infinite canvas for sketches, diagrams and ideas that do not fit in a list, and a place to keep the Canva designs you already have.
- Templates and presetsWrite a shape once and use it as a note, a checklist, a card, a whiteboard or a set of habits, and start boards from column presets.
- Talking instead of typingDictate into quick capture and the fields you write in, talk to the assistant, turn a voice memo on a card into a note, and what a minute of cloud voice costs on each plan.
- Links and previewsAny web address you save opens with a tap, and a saved link shows a small card with the page's title and picture. What gets fetched, by whom, and how to turn it off.
- Files and scansAttach files to cards and notes, scan paper into a searchable PDF, find a picture or a file by a word inside it, and how much storage each plan holds.
The rest of life
Habits, money, focus and the journal, recipes and meals, and games for a break.
- HabitsCheck-ins, streaks, six months of history at a glance, and a partner in the household who can see whether you actually did it.
- Expenses and moneyWhat went out, what came in, what is owed either way, and budgets that mean something because they sit next to your income.
- Recipes and the meal planA recipe register on every plan, import from a link or a paste, cook one step at a time, and a weekly grid that knows who is cooking and what needs buying.
- Focus and JournalA focus timer that keeps running when you leave the page, and a journal that gathers each day for you and leaves room to write.
- Take a breakA shelf of small games for a five-minute break: a week to fill, a table to seat, a paper plane, a board of tangled threads, and the classics, volleyball included. Play calm or competitive, and each keeps your best score.
The Mind
What the workspace remembers, the assistant, and how you review what it learns.
- The MindWhat your workspace remembers about your work and the people in it, where that memory comes from, and how to correct or delete any of it.
- Margin IntelligenceAn assistant that operates the product through the same tools you do, what one action costs against your allowance, and where it is not allowed to look.
- Curating the MindThe review queue at Organize, the Names directory, Put away, and why the workspace asks before it believes anything.
Together
Households and teams: chat, the team hub, the shopping list, pocket money, points, the kitchen wall display and sharing one thing with one person.
- Family workspacesRoles that actually restrict, chores that can be checked and approved, and the household pages a family workspace turns on.
- Pocket money and pointsA running balance per person that nobody can quietly edit, allowances that credit themselves on payday, one pot shared between children, savings goals that hold real money back, a points game that is never money, and a rewards shelf to spend points on.
- The shopping listOne list the household shares, sorted by aisle, that works in a supermarket basement with no signal and tells everyone when somebody is already at the store.
- The wall displayTurn a spare tablet into the household's shared screen: today's meals, chores, the shopping list and the standings across the room, and a name to tap when you want to check something off.
- Sharing and permissionsBoards are shared by membership, single items can go to a single person, and connections let you find and talk to people outside your workspaces.
- Team hubThe home page of a team workspace: what needs you, who is around, who is carrying what, who can open which board, and what changed while you were away.
- People and rolesWhere the people in a family or team live, how to add someone, what each role can do, PINs for the wall display, and the history of who changed what.
- Team agentsAgents your team makes for itself: a name, instructions and a set of tools, working on the team's boards when someone asks or on a schedule, with every run and its result kept where the whole team can read it.
- ChatThreads with the people you share a workspace with or are connected to, including the household. Works offline like the rest of the app.
Control and connections
Plans, your data, importing, integrations, connecting outside assistants, agent pacts, shortcuts, themes, notifications and getting help.
- Plans and limitsWhat Free actually includes, what it does not, what the trial grants, and what happens the moment you reach a ceiling.
- Your dataWhere it lives, every way to get it out, what the Vault hides and what it does not, and what deleting something deletes.
- IntegrationsSync card due dates with Google Calendar, show the family calendar in Apple Calendar or Outlook, forward school letters by email, sync a board with Google Sheets, send signed webhooks, link GitHub pull requests to cards, reach Zapier, Make and n8n, post to Slack, and bring in Canva designs.
- Agents and MCPPoint any MCP client at your workspace and give it the same tools the built-in assistant uses, let an agent try it on a demo household with no account, or hand a whole task to a specialist agent over A2A.
- Agent PactsOne shared page where several agents work on the same job, with zones the server enforces, a thread nobody can rewrite, and every question they cannot settle routed to you.
- Keyboard shortcutsEvery shortcut the app actually listens for: the palette, the go-to chords, board selection, the one-key Inbox queue and the note editor.
- Importing from other toolsObsidian vaults, Notion exports, Todoist, Trello, Google Keep, Markdown, CSV, Excalidraw scenes, a Margin export, and recipes from a link, with the folder tree intact.
- Themes and appearanceEight hand-built themes, six characters to stand in for Margin, and one dial for the size of every word.
- Notifications and soundsThe bell holds one inbox for every workspace you belong to. Push brings it to a phone or laptop with The Margin closed, and six short sounds tell you when something arrives while it is open.
- Getting helpAsk Margin Intelligence how something works, report a problem from inside the app and follow what happens to it, and check the status page when you can't tell whose fault it is.
- Two-factor sign-inTurn on a second step at sign-in with an authenticator app, keep recovery codes for a lost phone, and what happens when a Team requires it.
For agents
Every page here has a markdown twin at the same address plus .md, generated from the same source as the page. Asking a page for text/markdown gets you the same thing.
- docs/llms.txtEvery page here, indexed for an AI, each linked as markdown. Add .md to any docs URL for the same.
- docs/llms-full.txtAll of the documentation as markdown in one file.
- llms.txtThe product in one page, and the full MCP tool reference beside it.
- OAuth discoveryPoint your editor, desktop assistant or any MCP client at your workspace.