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Your first Orion session

Follow these steps after installing Orion to connect Jupyter, open a workspace, run a notebook cell, and try the assistant.

Before you start

  • Orion is running locally (orion in a terminal) or you opened app.orion-agent.ai.
  • If you used the CLI, Orion may have already connected to its managed Jupyter server. If you see a green check on step 1 in the Get started card, skip to step 2.

Managed files are stored under:

  • macOS / Linux: ~/.orion
  • Windows: %USERPROFILE%\.orion

Step 1 — Connect to Jupyter

Orion needs a Jupyter server to run notebooks, browse files, and use the integrated terminal.

The CLI starts Jupyter and opens Orion already connected. You should see step 1 marked complete in the Get started card.

If you connect manually

  1. Open a terminal.

  2. Start Jupyter with CORS allowed so Orion can connect:

    macOS / Linux (bash/zsh):

    bash
    jupyter server --ServerApp.allow_origin='*'

    Windows (PowerShell):

    powershell
    jupyter server --ServerApp.allow_origin='*'
  3. Copy the URL with token from the terminal output, for example:

    http://127.0.0.1:8888/?token=0123456789abcdef
  4. In Orion, click the kernel selector in the toolbar and paste the URL to connect.

For more detail, see Connect to an external Jupyter server.

Step 2 — Open a workspace folder

  1. In the Files panel on the left, browse to a project folder on your machine.
  2. Open the folder so Orion can list notebooks and other files.

When a workspace is open, step 2 in the Get started card shows a checkmark and the card dismisses on its own.

Step 3 — Open and run a notebook

  1. In the Files panel, click a .ipynb file (or create one from the empty editor).
  2. Select a kernel from the toolbar if prompted.
  3. Click a code cell and press Shift + Enter to run it and move to the next cell.

If outputs appear, Jupyter and the kernel are working.

Step 4 — Add a provider (for chat)

  1. Open Settings (gear icon).
  2. Go to Providers.
  3. Add an API key for your preferred provider (OpenAI, Anthropic, Google, and others are supported).

See API keys and providers for local models and ChatGPT OAuth.

Step 5 — Try the assistant

  1. Open the chat panel on the right.
  2. Choose a model from the picker at the bottom.
  3. Ask a question about your notebook, for example: "Summarize what the last cell produced."

Use @ to attach files, cells, or variables to your message. Press I with a cell selected to mention that cell quickly.

Next steps


Last updated May 2026.

Apache-2.0 Licensed