Share

Cortex offers multiple ways to share your workflows with others, enabling collaboration and integration with various platforms. This guide covers all available sharing methods.

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Share Methods Overview

When clicking on the share button on the top right of workflow header, you’ll see several sharing options:

• Share with Users - Share directly with other users
• Share with Orgs - Share with entire organizations
• MCP - Connect with Claude Desktop and other MCP clients
• API & SDKs - Integrate workflows via REST API or SDKs
• Collections - Add workflows to collections for no-code workflow management

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Share with Users

This option allows you to share your workflow publicly with anyone via a link, even if they don’t have a Cortex account.

1. Select the “Share with Users” tab
2. Click the “Generate Share Link” button
3. Copy the generated URL to share with others

Anyone with this link can access a public-facing version of your workflow where they can:

• View the workflow’s input form
• Fill out the required inputs
• Submit the workflow to run

This is particularly useful for:

• Creating surveys or data collection forms
• Building public-facing tools or utilities
• Gathering information from external users

For example, you could create a survey workflow that collects responses and processes them automatically. Users accessing the shared link will only see the input form, submit their responses, and the workflow will process the data behind the scenes.

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Share with Organizations

Share your workflow with other organizations in Cortex to enable broader collaboration.

1. Select the “Share with Orgs” tab
2. From the dropdown, select the organization you want to share with
3. Click “Share”

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Model Context Protocol (MCP)

The Model Context Protocol (MCP) allows you to connect your Cortex workflows with various MCP-compatible clients like Claude Desktop, Cursor, and many others. For a complete list of supported applications, see the all supported apps.

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Generating an MCP Server

1. Select the “MCP” tab
2. Click the “Generate MCP Server” button
3. Copy the generated server URL (format: https://api.withcortex.ai/endpoints/{ID}/mcp)

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Configuring MCP Clients

Below is an example of setting up Claude Desktop with your Cortex workflow. Other MCP clients may have different configuration methods - refer to their respective documentation for setup instructions.

To use your Cortex workflow in Claude Desktop:

1. Install the latest version of Claude Desktop from claude.ai/download
2. Open or create the Claude Desktop configuration file:
   • MacOS/Linux: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %AppData%\Claude\claude_desktop_config.json
3. Add your Cortex MCP server configuration:

{
  "mcpServers": {
    "name-for-your-mcp-server": {
      "command": "npx",
      "args": ["mcp-remote", "GENERATED_MCP_SERVER_URL"]
    }
  }
}

Replace GENERATED_MCP_SERVER_URL with the actual MCP server URL you copied in step 3 (the URL that looks like https://api.withcortex.ai/endpoints/{ID}/mcp).

4. Save the file and restart Claude Desktop
5. Verify the connection by looking for the hammer icon in Claude Desktop
6. Your Cortex workflow is now available in Claude Desktop

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API & SDKs

The API option allows you to integrate your Cortex workflows into external applications or services.

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Collections

Collections provide a structured way to store, classify, and manage workflow-related data securely. They serve as the visual interface for non-technical users to interact with workflows, records, and automation without writing code.

1. Select the “Collections” tab
2. To add this workflow to a collection, click “Go to Collections”
3. In the Collections Rules page, add a rule selecting this workflow