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 (
orionin 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.
If you ran orion (recommended)
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
Open a terminal.
Start Jupyter with CORS allowed so Orion can connect:
macOS / Linux (bash/zsh):
bashjupyter server --ServerApp.allow_origin='*'Windows (PowerShell):
powershelljupyter server --ServerApp.allow_origin='*'Copy the URL with token from the terminal output, for example:
http://127.0.0.1:8888/?token=0123456789abcdefIn 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
- In the Files panel on the left, browse to a project folder on your machine.
- 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
- In the Files panel, click a
.ipynbfile (or create one from the empty editor). - Select a kernel from the toolbar if prompted.
- 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)
- Open Settings (gear icon).
- Go to Providers.
- 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
- Open the chat panel on the right.
- Choose a model from the picker at the bottom.
- 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
- What is Orion? — how Notebook view, App View, and chat fit together
- App View — build a dashboard from notebook content
- Orion UI (
orion_ui) — interactive controls in code cells - Chat overview — modes, slash commands, and skills
Last updated May 2026.
