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What you’ll do

  1. Create a project board
  2. Add a source node and vectorize text for search
  3. Search the board
  4. Ask AI a question grounded in your content

Option A: Using Claude Code (MCP)

If you’ve set up MCP, just talk naturally:
That’s it. Five prompts, and you have a board with searchable notes plus source nodes you can enrich with extracted text.

Option B: Using the API

Prerequisites

Create a board

Save data.id from the response as your boardId.

Add a source node

Save the returned nodeId if you want search results to link back to this source.

Add text notes

Vectorize source text

The REST API vectorizes text you provide. For URLs, videos, and PDFs, extract the relevant text first, then send that text to /documents/vectorize.

Search the board

Ask AI a question

The AI answers using your board’s content as context — not generic knowledge.

Next steps

Team Knowledge

Share a board across your team

MCP Workflow

Use ChatGrid in Claude Code for real debugging workflows