Running the agent yourself instead? The
Quick start with an AI assistant
covers the self-hosted path, where you install formae and start the agent
locally.
1
Install the assistant plugin
- Claude Code
- Codex
- Cursor
- OpenCode
2
Sign in
Ask your assistant:It signs you in to formae Cloud. If a browser cannot open where you
are working, such as in a container or over SSH, it switches to a device
flow and gives you a verification URL and a code to enter there, which you
can open on any device that has a browser.If you do not have an organization yet, your assistant sends you to
console.formae.ai to create one and provision an
agent, then picks the conversation back up. Provisioning takes a few
minutes.When it finishes you have an agent running in formae Cloud and a profile
pointing at it.
3
Connect a cloud account, then manage something in it
The rest differs by cloud: what you need to hand over, how much access
formae is granted, and what the smallest real resource looks like. Pick
yours.Whichever cloud you chose, your assistant writes the forma, simulates it so
you can see what would change, and applies it once you agree. There is no
command that creates a target, in the same way there is no command that
creates a bucket. Everything in formae is created by declaring it and
applying.
- AWS
- GCP
- Azure
Connect. Tell your assistant Bucket names are globally unique across all of AWS, so your assistant
asks you for one, and anything generic is long gone.
connect my AWS account. It will never
infer which account: provisioning trust into the wrong one is not a
mistake a default should be able to make.If you have AWS credentials available, it lists your local profiles with
the account each one resolves to and asks you to pick, so the choice is
about credentials and the account they reach rather than an id typed from
memory. It then provisions the trust directly. If you have none, it asks
for the 12-digit account id and hands you a CloudFormation quick-create
link; you deploy the stack under your own console session and give it the
role it produced. Either way no long-lived key is created.Target. Connecting an account establishes trust and nothing more:
until a target exists there is nowhere for formae to create or discover
anything. A target is where resources
live, and for AWS that is the account paired with a region. Your
assistant asks for a label and a region, then writes and applies the
declaration.Create something real.4
See what was already there
Discovery has been running against your target since you created it. Ask:These are resources that existed before formae. They are visible but not
managed, and you can bring any of them under management by importing them
into a forma.

