Core concepts

Key concepts

Teams, people, folders, chats, projects, skills, engines and MCP in one page.

Trina AX has a few building blocks. Every other page uses these words.

#People and roles

RoleCan do
OwnerEverything an admin can, plus team-level choices such as AI connections, updates and restores.
AdminManage members, groups, folder permissions, engines and team settings. Admins cannot read other people's chats.
MemberChat with the AI, use files and skills they may open, and keep personal folders and skills.

A group is a set of people, such as Sales or Finance. Folder rules can name groups or people.

#The team folder

All company knowledge lives in one team folder on the server.

FolderWho sees it
shared/As the folder rules say, usually the whole team.
groups/<group>/People in that group, unless a rule adds others.
projects/<project>/As the folder rules say.
skills/Everyone reads. Skill managers change it.
users/<id>/Only that person. Not even the owner or admins.

A folder or file you cannot open is invisible: in Files, in AI answers, in search, previews, history and trash. Read about files and permissions.

#Chats and projects

A chat is a conversation with the AI. Only its owner sees it.

A project is a folder with instructions, for work that keeps coming back to the same files. A chat in a project gives the AI that folder and those instructions. Read about chats and projects.

#Skills

A skill is a SKILL.md file with a name, a description and a procedure. It tells the AI how your team does a task. It never grants extra access. Read about team skills.

#Engines and AI connections

An engine is the agent that answers:

EngineNotes
Claude CodeThe default engine.
CodexOpenAI's agent. Not available on an office Mac.
APIExperimental. Uses a configured API address, model and key.

An AI connection is the account an engine uses: a Claude subscription, an API key or a ChatGPT sign-in. Connections can be personal, or shared by a group or the whole team.

#MCP and other connections

An MCP connection lets the AI use an outside service, such as Notion or Linear, with a person's or the team's own sign-in. Trina AX also works the other way: your own Claude can connect to Trina AX as an MCP server. Read about MCP.

#Scheduled tasks and usage

A scheduled task repeats a request on a schedule, in the team's time zone. Usage counts answers, tokens and estimated cost per person, with optional limits. Read about scheduled tasks.

Trina AX is free software under AGPL-3.0-only. Icons: Lucide (ISC). Edit this page