# Metis Suite Docs

> Guides for people who use Metis Suite and for the admins who run it.

## User Guide

- [User Guide](https://docs.trymetis.email/guide): Everything you need to use Metis Suite, from your first sign-in to mail, calendars, files, the AI assistant and workflows.

### Get started

- [Get started](https://docs.trymetis.email/guide/get-started): Create your account, learn your way around and connect your first mailbox.
- [Sign in for the first time](https://docs.trymetis.email/guide/get-started/sign-in-for-the-first-time): Create your Metis Suite account, set up two-factor authentication and open your first workspace.
- [Find your way around](https://docs.trymetis.email/guide/get-started/find-your-way-around): Learn the left rail, switch workspaces, use the user menu, and find your settings.
- [Connect your first mailbox](https://docs.trymetis.email/guide/get-started/connect-your-first-mailbox): Bring your email into Metis Suite, from an empty workspace to a working inbox.

### Mail

- [Mail](https://docs.trymetis.email/guide/mail): Read, write, find and organize email from every mailbox in your workspace.
- [Read your mail](https://docs.trymetis.email/guide/mail/read-your-mail): Find your way around mail, switch mailboxes, open conversations and save attachments to a drive.
- [Find and filter mail](https://docs.trymetis.email/guide/mail/find-and-filter-mail): Search your mail, narrow the list with tabs and show only the messages with one label.
- [Labels](https://docs.trymetis.email/guide/mail/labels): How messages get their labels, how to change a label, label many messages at once, and create your own labels.
- [Compose and send](https://docs.trymetis.email/guide/mail/compose-and-send): Write a new message, reply, reply all and forward, add attachments or a Drive link, undo a send, and work with drafts.
- [Schedule a send](https://docs.trymetis.email/guide/mail/schedule-a-send): Send a message later, follow it in the Scheduled folder, retry a failed send and resolve a send that was never confirmed.
- [Snooze and read later](https://docs.trymetis.email/guide/mail/snooze-and-read-later): Hide a message until a better time, bring it back early, and save messages to read later.
- [Organize mail](https://docs.trymetis.email/guide/mail/organize-mail): Star, archive, delete, restore, mute and mark messages as read or unread, one at a time or in bulk.
- [Unsubscribe from mailing lists](https://docs.trymetis.email/guide/mail/unsubscribe): Leave a mailing list from one message, or find and leave many lists at once in the Subscriptions folder.
- [Privacy and safety when reading](https://docs.trymetis.email/guide/mail/privacy-and-safety): How Metis Suite blocks remote images and trackers, cleans links, and keeps messages in a safe view.
- [Phishing warnings](https://docs.trymetis.email/guide/mail/phishing-warnings): Read the phishing check next to a message's subject and decide whether it is safe to act on.
- [AI help in mail](https://docs.trymetis.email/guide/mail/ai-help): Summary cards, smart replies, replies in a chosen stance, apology drafts and the Mail AI panel.
- [Print and view the original](https://docs.trymetis.email/guide/mail/print-and-view-original): Print a message, or see its raw source with every header.
- [Keyboard shortcuts for mail](https://docs.trymetis.email/guide/mail/keyboard-shortcuts): Move around mail and act on messages without the mouse.

### Calendar

- [Calendar](https://docs.trymetis.email/guide/calendar): See your events, create and change them, and choose which calendars show.
- [Views and navigation](https://docs.trymetis.email/guide/calendar/views-and-navigation): Open your calendar, switch between the Day, Week, Month, Year and Schedule views, and move between dates.
- [Create an event](https://docs.trymetis.email/guide/calendar/create-an-event): Start a new event from the sidebar, the keyboard or the calendar grid, fill in its details and save it to one of your calendars.
- [View, edit and delete events](https://docs.trymetis.email/guide/calendar/view-edit-and-delete-events): Open an event to see its details, change it, delete it, or answer an invitation.
- [Move and resize events](https://docs.trymetis.email/guide/calendar/move-and-resize-events): Drag an event to a new time or day, or drag its bottom edge to make it longer or shorter.
- [Show and hide calendars](https://docs.trymetis.email/guide/calendar/show-and-hide-calendars): Hide a calendar's events for yourself, and choose which of an account's calendars a workspace shows.
- [Calendar AI](https://docs.trymetis.email/guide/calendar/calendar-ai): Open the AI assistant beside your calendar and ask it about your events.
- [Keyboard shortcuts](https://docs.trymetis.email/guide/calendar/keyboard-shortcuts): Switch views, move between dates, create events and open Calendar AI from the keyboard.

### Drive

- [Drive](https://docs.trymetis.email/guide/drive): Browse, search, upload, preview and manage the files in the drives connected to your workspace.
- [Browse your files](https://docs.trymetis.email/guide/drive/browse-your-files): Open a drive, switch between drives, use list and grid views, move through folders, and select and open items.
- [All drives](https://docs.trymetis.email/guide/drive/all-drives): See every drive in the workspace in one view, and upload or create folders from there.
- [Search](https://docs.trymetis.email/guide/drive/search): Find a file by name in one drive or in every drive at once, and how search behaves on each drive type.
- [Upload files](https://docs.trymetis.email/guide/drive/upload-files): Add one or many files to a drive with the Upload button or by dragging them in, and the limits that can stop an upload.
- [Create, rename and delete](https://docs.trymetis.email/guide/drive/create-rename-and-delete): Make new folders, rename files and folders, and know when a deleted item can be restored.
- [Download and open at the provider](https://docs.trymetis.email/guide/drive/download-and-open): Save a file to your computer, or open a file or folder in Google Drive or OneDrive.
- [Preview files](https://docs.trymetis.email/guide/drive/preview-files): Open a file in the preview pane, which file types it shows, the size limits, and which drives support it.
- [Pinned and recent folders](https://docs.trymetis.email/guide/drive/pinned-and-recent-folders): Pin folders to the drive sidebar and reopen recent folders in one click.
- [Folder restrictions](https://docs.trymetis.email/guide/drive/folder-restrictions): Choose which top-level folders of a drive a workspace can see, and what members see when a drive is restricted.
- [Add a drive](https://docs.trymetis.email/guide/drive/add-a-drive): Connect a drive account and add it to a workspace, from Google Drive and OneDrive to S3, WebDAV, FTP and SFTP servers.
- [Drive types](https://docs.trymetis.email/guide/drive/drive-types): How Google Drive, OneDrive, S3 storage, WebDAV, FTP, FTPS and SFTP drives differ in Metis.
- [Drive AI](https://docs.trymetis.email/guide/drive/drive-ai): Open the Drive AI panel to ask questions about your files and let the assistant organize them, with your approval.
- [Keyboard shortcuts](https://docs.trymetis.email/guide/drive/keyboard-shortcuts): Every keyboard shortcut you can use in Drive.

### AI assistant

- [AI assistant](https://docs.trymetis.email/guide/assistant): Ask the assistant to help with your mail, calendar and files, approve what it does, and connect outside AI apps with MCP.
- [How AI works in Metis Suite](https://docs.trymetis.email/guide/assistant/how-ai-works): The four assistants, the switches that control them, and what they can and cannot see.
- [Use Workspace AI](https://docs.trymetis.email/guide/assistant/use-workspace-ai): Ask the Workspace Assistant about everything in your workspace, point it at exact items with @, and find past conversations.
- [Use the Mail, Calendar and Drive AI panels](https://docs.trymetis.email/guide/assistant/use-the-side-panels): Open a quick AI helper beside your mailbox, calendar or drive, and attach emails, events or files for it to look at.
- [Approve or decline actions](https://docs.trymetis.email/guide/assistant/approve-or-decline-actions): How the assistant asks before it sends, deletes or changes something, and which actions need your approval.
- [What the assistant can do](https://docs.trymetis.email/guide/assistant/what-the-assistant-can-do): A plain list of what Workspace AI and the Mail, Calendar and Drive AI panels can read and change, and what they never do.
- [Limits and troubleshooting](https://docs.trymetis.email/guide/assistant/limits-and-troubleshooting): What the assistant's on-screen messages mean and how to fix the common problems.
- [Connect an AI client with MCP](https://docs.trymetis.email/guide/assistant/connect-an-ai-client): Let an outside AI app such as Claude Code, Claude Desktop, Codex, Cursor or VS Code work with your mail, calendars and drives.
- [Manage MCP clients](https://docs.trymetis.email/guide/assistant/manage-mcp-clients): Choose a client's tools and workspaces, see its sign-ins, turn it off, or remove it.
- [What an MCP client can do](https://docs.trymetis.email/guide/assistant/what-an-mcp-client-can-do): The tools an MCP client can use, which ones are sensitive, and the rules every client follows.

### Workflows

- [Workflows](https://docs.trymetis.email/guide/workflows): Sort, label and tidy your mail automatically with workflows you build on a canvas.
- [How workflows work](https://docs.trymetis.email/guide/workflows/how-workflows-work): What a workflow is made of, when it runs, who it runs as and what it can do.
- [Build your first workflow](https://docs.trymetis.email/guide/workflows/build-your-first-workflow): Build and save a workflow that archives new mail from one sender shortly after it arrives.
- [Triggers](https://docs.trymetis.email/guide/workflows/triggers): The four ways a workflow can start, and how to set a schedule with cron and a time zone.
- [Steps](https://docs.trymetis.email/guide/workflows/steps): Every step you can add to a workflow, what it does and the fields it has.
- [Let AI decide with Ask and Branch](https://docs.trymetis.email/guide/workflows/ask-and-branch): Ask an AI model questions about each message, then send the message down a path for each answer.
- [Add a BCC to outgoing mail](https://docs.trymetis.email/guide/workflows/add-a-bcc-to-outgoing-mail): Build a workflow that copies the mail you send to another address, such as an archive.
- [Run a workflow and check its history](https://docs.trymetis.email/guide/workflows/run-and-check-history): Start a workflow yourself with Run now, then see what every run did on the Workflow activity page.
- [Cancel and retry runs](https://docs.trymetis.email/guide/workflows/cancel-and-retry-runs): Stop a run that is waiting or running, and run the failed or blocked steps of a run again.
- [Manage workflows](https://docs.trymetis.email/guide/workflows/manage-workflows): Edit, turn on, turn off and delete workflows, and change them from the Workspace Assistant.
- [Limits](https://docs.trymetis.email/guide/workflows/limits): The sizes, rules and save messages every workflow has to fit.

### Workspaces and accounts

- [Workspaces and accounts](https://docs.trymetis.email/guide/workspaces): Create workspaces, connect your mailboxes, calendars and drives, and work with your team.
- [About workspaces](https://docs.trymetis.email/guide/workspaces/about-workspaces): What a workspace is, and how it uses the mailboxes, calendars and drives you connect.
- [Create a workspace](https://docs.trymetis.email/guide/workspaces/create-a-workspace): Start a new workspace and, if you like, invite people to it right away.
- [Switch between workspaces](https://docs.trymetis.email/guide/workspaces/switch-workspaces): Move between workspaces with the left rail or the keyboard, put them in your own order, and choose where signing in takes you.
- [Connect an account](https://docs.trymetis.email/guide/workspaces/connect-an-account): Connect a mailbox, calendar account or drive by signing in with your provider or by entering your login for a server.
- [Add, share and remove resources](https://docs.trymetis.email/guide/workspaces/add-resources): Put mailboxes, calendars and drives in a workspace, turn AI and phishing detection on or off for them, share them and remove them.
- [Manage your connected accounts](https://docs.trymetis.email/guide/workspaces/manage-connected-accounts): See every account you have connected, choose which workspaces use each one, and disconnect or delete them.
- [Fix an account that stops working](https://docs.trymetis.email/guide/workspaces/fix-an-account): Reconnect an account that needs it, and what to do when an account becomes unavailable.
- [Members and roles](https://docs.trymetis.email/guide/workspaces/members-and-roles): Invite people to a workspace, manage pending invites, change roles, transfer ownership and remove members.
- [AI and privacy settings](https://docs.trymetis.email/guide/workspaces/ai-and-privacy): Decide whether AI features and phishing detection are allowed anywhere in a workspace.
- [Logo and color](https://docs.trymetis.email/guide/workspaces/appearance): Give a workspace its own logo and accent color.
- [Delete a workspace](https://docs.trymetis.email/guide/workspaces/delete-a-workspace): Permanently delete a workspace for every member.
- [Personal and shared settings](https://docs.trymetis.email/guide/workspaces/personal-and-shared-settings): Which settings are yours alone, which belong to one resource in one workspace, and which apply to everyone in a workspace.

### Your account

- [Your account](https://docs.trymetis.email/guide/account): Sign in, keep your account secure, choose your privacy settings and invite people.
- [Sign in](https://docs.trymetis.email/guide/account/sign-in): Sign in with your password or a magic link, enter your two-factor code, create an account when your instance allows it, and sign out.
- [Two-factor authentication](https://docs.trymetis.email/guide/account/two-factor-authentication): Use sign-in codes and backup codes, make new backup codes, add another device, turn two-factor off and on again, and recover if you lose your phone.
- [Change or reset your password](https://docs.trymetis.email/guide/account/change-or-reset-your-password): Change your password from the Security settings, or reset it by email if you forgot it.
- [Manage signed-in devices](https://docs.trymetis.email/guide/account/signed-in-devices): See every browser signed in to your account and sign out the ones you do not recognize.
- [Privacy settings](https://docs.trymetis.email/guide/account/privacy-settings): Choose whether images in mail load on their own, clean tracking from links, and manage the senders whose images you trust.
- [Invite people to Metis Suite](https://docs.trymetis.email/guide/account/invite-people): Invite someone to create an account on your instance, share the link by hand if the email fails, and revoke an invite.
- [Delete your account](https://docs.trymetis.email/guide/account/delete-your-account): Permanently delete your Metis Suite account and what Metis Suite stores for you.

### Desktop and mobile apps

- [Desktop and mobile apps](https://docs.trymetis.email/guide/apps): Use Metis Suite in its own window on your computer, or on your phone.
- [Desktop app](https://docs.trymetis.email/guide/apps/desktop-app): Sign in to your Metis Suite server from the desktop app, and set how the app starts, downloads files and checks spelling.
- [Mobile app](https://docs.trymetis.email/guide/apps/mobile-app): Sign in to your Metis Suite server from the iOS or Android app, and what works on a phone.

### Reference

- [Reference](https://docs.trymetis.email/guide/reference): Quick facts to look up, such as keyboard shortcuts, supported providers, and what each workspace role can do.
- [Keyboard shortcuts](https://docs.trymetis.email/guide/reference/keyboard-shortcuts): Every keyboard shortcut in mail, calendar and drive, and the shortcut for switching workspaces.
- [Supported providers](https://docs.trymetis.email/guide/reference/supported-providers): The mail, calendar and drive providers you can connect to Metis Suite, how you connect each one, and how they differ.
- [Roles and permissions](https://docs.trymetis.email/guide/reference/roles-and-permissions): What the owner, admins and members of a workspace can see and do.

## Self-Hosting Guide

- [Self-Hosting Guide](https://docs.trymetis.email/self-hosting): Install Metis Suite on your own server, configure it, and keep it running and up to date.

### Install

- [Install](https://docs.trymetis.email/self-hosting/install): Check what your server needs, deploy Metis Suite, create the first account and serve it over HTTPS.
- [Requirements](https://docs.trymetis.email/self-hosting/install/requirements): The server, network access and accounts you need before you install Metis Suite.
- [Install with the bootstrap script](https://docs.trymetis.email/self-hosting/install/install-with-bootstrap): Deploy Metis Suite on an Ubuntu server with one script, then find the setup code for the first account.
- [Install with Docker Compose](https://docs.trymetis.email/self-hosting/install/install-with-docker-compose): Run the Metis Suite Compose stack yourself, with databases you host elsewhere.
- [First run](https://docs.trymetis.email/self-hosting/install/first-run): Use the setup code to create the first account, set up two-factor authentication and open the owner dashboard.
- [Domain and HTTPS](https://docs.trymetis.email/self-hosting/install/domain-and-https): Serve your instance on your own domain with an automatic HTTPS certificate.

### Configure

- [Configure](https://docs.trymetis.email/self-hosting/configure): Add providers and servers, choose AI models, and set up email, background work, drive limits, legal links and sign-up.
- [How configuration works](https://docs.trymetis.email/self-hosting/configure/how-configuration-works): Which settings live in the environment, which ones the owner changes in the dashboard, and how the optional config file fits in.
- [Sign-in providers](https://docs.trymetis.email/self-hosting/configure/sign-in-providers): Create OAuth clients for Google, Microsoft and Zoho so users can connect Gmail, Outlook, Zoho Mail and their calendars and drives.
- [Server lists](https://docs.trymetis.email/self-hosting/configure/server-lists): Offer your own IMAP, CalDAV, S3, WebDAV, FTP, FTPS and SFTP servers to the people on your instance.
- [AI models](https://docs.trymetis.email/self-hosting/configure/ai-models): Connect an LLM to turn on the assistant and AI features, and optionally add a decision model.
- [Phishing detection](https://docs.trymetis.email/self-hosting/configure/phishing-detection): Turn on phishing detection by pointing Metis Suite at a phishing detection backend.
- [Outgoing email](https://docs.trymetis.email/self-hosting/configure/outgoing-email): Set how your instance sends its own email, such as sign-in links, password resets and invitations.
- [Background work](https://docs.trymetis.email/self-hosting/configure/background-work): Choose how your instance runs workflows, scheduled sends, snooze reminders and housekeeping.
- [Drive transfers](https://docs.trymetis.email/self-hosting/configure/drive-transfers): How file transfers work for each kind of drive, and how to limit the ones that pass through your server.
- [Source code link](https://docs.trymetis.email/self-hosting/configure/source-code-link): Point the source code link on every page at the source of the version you run, as the AGPL requires.
- [Terms and privacy links](https://docs.trymetis.email/self-hosting/configure/terms-and-privacy): Ask new accounts to agree to your terms of service and privacy policy when they sign up.
- [Sign-up](https://docs.trymetis.email/self-hosting/configure/sign-up): Choose between invite-only accounts and open sign-up for anyone who can reach your instance.

### Operate

- [Operate](https://docs.trymetis.email/self-hosting/operate): Run your instance day to day with the owner dashboard, updates, health checks and backups.
- [Owner dashboard](https://docs.trymetis.email/self-hosting/operate/owner-dashboard): Every page of the owner dashboard, from usage stats to instance settings, history and deploy checks.
- [Update and roll back](https://docs.trymetis.email/self-hosting/operate/update-and-roll-back): Move your instance to a newer or older release from the owner dashboard, and what happens when a step fails.
- [Health checks](https://docs.trymetis.email/self-hosting/operate/health-checks): The two endpoints your uptime monitor or load balancer can use to check the instance.
- [Backups](https://docs.trymetis.email/self-hosting/operate/backups): Where your instance keeps its data and secrets, so you know what to back up.
- [Troubleshooting](https://docs.trymetis.email/self-hosting/operate/troubleshooting): What the dashboard's deploy checks and warnings mean, and how to fix the most common problems.

### Mail gateways

- [Mail gateways](https://docs.trymetis.email/self-hosting/mail-gateways): Give people mailboxes on your own domain through a Cloudflare Email or Resend gateway.
- [What is a gateway mailbox](https://docs.trymetis.email/self-hosting/mail-gateways/what-is-a-gateway-mailbox): How a mail gateway lets people use addresses on your own domain without running a mail server.
- [Set up the Cloudflare Email gateway](https://docs.trymetis.email/self-hosting/mail-gateways/cloudflare-email): Deploy a Cloudflare Worker that receives, stores and sends mail for one of your domains.
- [Set up the Resend gateway](https://docs.trymetis.email/self-hosting/mail-gateways/resend): Run a gateway that receives mail through Resend, keeps it in your own database, and sends through Resend.
- [Mailbox tokens](https://docs.trymetis.email/self-hosting/mail-gateways/mailbox-tokens): Create, list and revoke the per-address tokens people use to connect gateway mailboxes.

### Reference

- [Reference](https://docs.trymetis.email/self-hosting/reference): Look up environment variables, dashboard settings, ports and endpoints.
- [Environment variables](https://docs.trymetis.email/self-hosting/reference/environment-variables): Every environment variable a Metis Suite instance reads, grouped by topic, with defaults.
- [Dashboard settings](https://docs.trymetis.email/self-hosting/reference/dashboard-settings): Every setting on the System pages of the owner dashboard, with the environment variable that sets its starting value.
- [Ports and endpoints](https://docs.trymetis.email/self-hosting/reference/ports-and-endpoints): The ports the Compose stack uses, the outbound access it needs, and the app's operator-facing addresses.

## Agent resources

- [llms-full.txt](https://docs.trymetis.email/llms-full.txt): The full Markdown of every page in one file.
- [Page Markdown](https://docs.trymetis.email/index.md): Append `.md` to any page URL to fetch that page as raw Markdown.
- [JSON API](https://docs.trymetis.email/api/docs/pages.json): Page index of the JSON docs API; each entry links the page's JSON and Markdown forms. Described by the OpenAPI document at https://docs.trymetis.email/openapi.json.
- [API catalog](https://docs.trymetis.email/.well-known/api-catalog): RFC 9727 linkset of the APIs documented here.
- [AI catalog](https://docs.trymetis.email/.well-known/ai-catalog.json): ARD manifest of the agent-facing resources on this site (MCP server, skills, APIs).
- [agent-readability.json](https://docs.trymetis.email/agent-readability.json): Manifest of every agent-facing artifact on this site.
- [Sitemap](https://docs.trymetis.email/sitemap.xml): Every indexable page URL with its last-modified date.