This server turns Claude Desktop into a read/write interface for your Obsidian vault or any markdown folder. You get tools for full-text search, page reads, backlink traversal, and a proposal system that stages all writes to a review folder before they touch your notes. It can compile PDFs, Word docs, spreadsheets, and email exports from a raw folder into structured wiki pages. The workflow is subscription-based, no API keys, and every edit requires explicit acceptance via resolve_proposal. Useful if you want to query your personal knowledge base in Claude without setting up embeddings or paying per token, and you're comfortable with a file-based review loop instead of live writes.
Use your Claude Pro/Max subscription on your Obsidian vault. No API key. No per-token costs. No embedding pipelines. Claude reads your notes and proposes updates; your subscription pays for inference; your files stay on your disk.
margins-mcp is a small Node program that sits between Claude (Desktop or Code) and your Obsidian vault. When you chat with Claude, it reads your notes through margins-mcp. Your files stay local, Claude does the thinking, your existing subscription pays for it.
Margins works for six common starting points. margins_start auto-detects your state on the first call, so you don't have to classify yourself — but knowing which row you're on helps set expectations.
| You... | Persona | First conversation |
|---|---|---|
| Obsidian, vault organized with wikilinks | A1 | Q&A on your notes. margins_start then ask anything. |
| Obsidian, vault is empty or new | A2 | Ask Claude to scaffold daily-note + meeting templates. |
| Obsidian, many files but few wikilinks | A3 | Run propose_wikilinks on a page to surface connections you missed. |
| No Obsidian, organized markdown | B1 | Same as A1. Install Obsidian for the proposal-review UX. |
| No Obsidian, empty | B2 | Use --starter-vault ~/Margins to scaffold one. |
| No Obsidian, messy folder | B3 | Run propose_wikilinks on your busiest page. Install Obsidian to review proposals visually. |
Two commands:
npm install -g margins-mcp
margins-mcp install
The installer prompts for your vault path, detects Claude Desktop and Claude Code, writes the right config files, scaffolds raw/ + proposed/ + .margins/ inside your vault if missing, and runs a verification probe. Restart Claude Desktop (Cmd-Q on macOS, not just close the window), or in Claude Code run /mcp to see Margins listed.
Scaffold a Margins-shaped one:
margins-mcp install --starter-vault ~/notes
If you already use Obsidian and don't know your vault's absolute path:
~/Documents/<VaultName>, or ~/Library/CloudStorage/iCloudDrive/Obsidian/<VaultName> if iCloud-synced.~/Documents/<VaultName>, or ~/.local/share/Obsidian/<VaultName>.%USERPROFILE%\Documents\<VaultName>.Pass it to the installer via --vault /absolute/path or answer the prompt.
npx margins-mcp install --vault /path/to/vault
You'll see a warning that npm may garbage-collect the npx cache and your configs would break weeks later. For real use, prefer npm install -g above. The npx path is fine for kicking the tires.
If you'd rather edit config yourself, add this to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS; see Anthropic docs for Windows/Linux paths):
{
"mcpServers": {
"margins": {
"command": "node",
"args": ["/absolute/path/to/margins-mcp/bin/margins-mcp.js"],
"env": { "MARGINS_VAULT": "/absolute/path/to/your/vault" }
}
}
}
In a new Claude conversation, ask:
Use margins to give me a summary of my recent notes.
Or:
What pages support the claim that my project deadline is May 30th? Use margins to find them.
Or:
I just dropped a spreadsheet into
raw/. Compile it into a structured source page in my wiki.
The model can read your vault, propose new pages, propose edits to existing ones, and pull raw sources into structured wiki pages. propose_compile_from_raw accepts Markdown/plain text, PDFs, Word docs, spreadsheets, decks, email exports, EPUBs, OpenDocument files, RTF, HTML, CSV/TSV, JSON, YAML, and common text-ish formats. Every write stages to proposed/ first; nothing lands without you accepting.
| Tool | Purpose |
|---|---|
margins_start | Vault stats + pending proposals + uningested raw files + recent preferences + the vault's CLAUDE.md if present. Claude's grounding for the whole conversation. |
recall_preferences | Read durable user preferences from .margins/preferences.md (filing conventions, naming patterns, prior corrections). Claude calls this before any propose. |
| Tool | Purpose |
|---|---|
search_vault | Full-text + filename search across the vault. |
read_page | Read one page by relative path. |
list_recent | Most recently modified pages. |
get_backlinks | Pages that wikilink to a target slug. |
search / fetch | ChatGPT Deep Research compatibility pair. |
| Tool | Purpose |
|---|---|
propose_page | Stage a new page at proposed/<path>. |
propose_edit | Stage a string-replacement edit. before must appear exactly once. |
append_to | Stage an append. Creates the page if missing; stacks on pending proposals. |
propose_compile_from_raw | Turn a raw transcript, note, PDF, Word doc, spreadsheet, deck, email, EPUB, or other supported document in raw/ into a structured source page. |
list_proposals | List pending proposals + overwrite-risk flag per entry. |
resolve_proposal | action: "accept" lands the proposal; action: "reject" discards it. |
| Tool | Purpose |
|---|---|
propose_wikilinks | Scan a page for entity-shaped phrases and propose wikilinks to other vault pages that share the same slug. The model then chains propose_edit calls to apply the ones it likes. |
| Tool | Purpose |
|---|---|
record_preference | Append a durable rule to .margins/preferences.md. Claude calls this when the user corrects a proposal in a way that should apply next time (filing path, naming, summary length, etc.). |
Every write tool stages to proposed/<path> inside your vault. Nothing touches the live tree until you (or an MCP client acting on your behalf) call resolve_proposal with action: "accept". You can also inspect staged content (ls proposed/) and accept by moving files yourself.
Sequential edits stack: a second propose_edit on the same path reads from the pending proposal, not the vault.
| Env var | Default | Purpose |
|---|---|---|
MARGINS_VAULT | (required) | Absolute path to your Obsidian vault or Markdown folder. |
MARGINS_INDEX_ROOTS | auto-detected | Comma-separated subfolders to index. Auto-detection: .obsidian/ present → index root; wiki/ present → index wiki/ only; neither → index root. |
MARGINS_TELEMETRY | (consent file) | Override telemetry: on or off. Default uses the consent decision made during install. |
To keep scope crisp:
GET https://margins.goatcounter.com/count?p=/tool/search_vault. No vault content, no file paths, no user identifier beyond the standard 24-hour rolling session token GoatCounter assigns. Disable per-session with MARGINS_TELEMETRY=off. Decision stored at ~/.margins/consent.json.git clone https://github.com/cflorczyk9/Margins.git
cd Margins
npm install
npm test
MARGINS_VAULT=/path/to/test/vault npm start
The compiler (src/compiler/) was originally vendored from an earlier Margins web app. The web app and its landing page live on the legacy-webapp branch in this repo. Re-vendor with scripts/vendor-compiler.sh if you ever need to pull updates back from there.
Two things compound:
CLAUDE.md is auto-loaded by margins_start. Drop vault-specific rules in there — filing conventions, voice, naming patterns — and Claude obeys them in every conversation. No copy-paste..margins/preferences.md is a Margins-maintained file inside your vault. When you correct Claude ("no, that should be in projects, not personal"), Claude calls record_preference to remember the rule. Next conversation it reads them via recall_preferences before proposing writes. The file is plain Markdown — you can audit it, hand-edit it, delete sections that no longer apply.Both files live in the vault, so they travel with it. Switch machines, switch hosts (Claude Desktop → Claude Code → ChatGPT once that lands), and your conventions follow.
get_citations (semantic embedding search, opt-in dep).propose_compile_from_raw.raw/.MIT
csoai-org/pdf-document-mcp
xt765/mcp-document-converter
io.github.xjtlumedia/markdown-formatter
io.github.ai-aviate/better-notion
suekou/mcp-notion-server
meterlong/mcp-doc