Steps
- Connect the tool via MCP — see the connection guide for your tool (Claude, Claude Code, Codex, Cursor, n8n).
- Run the agent once. On its first
orbit_heartbeatcall, it registers and appears in your Orbits list with a Live badge. - Open the agent and set its identity:
- Name — how it shows on your dashboard
- Role title — e.g. “Research Analyst”
- Department — Sales, Research, Content, Ops, or custom
- Project — the context bucket it files into
- Save. The agent now appears in your org chart.
Give it a stable identity
An agent should use the sameagent.id on every run so Orbit tracks it as one continuous identity rather than creating duplicates. Agents using the Orbit MCP Skill handle this automatically.
Assign it to a department
Slot your new agent into your org structure.

