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A Project is the primary organizational unit in Caylex. It represents a single deployment — whether that’s a deployment for a specific customer, a team, or an environment.

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What a project contains

Each project is a self-contained environment with:
  • Server Instances — the MCP servers connected to this project, each with project-specific credentials
  • Navigator Instances — the navigators deployed in this project, each with their own API keys and tool permissions
  • User Credentials — authentication credentials for users who interact with agents in this project
  • API Keys — keys used to authenticate navigator instances with the Caylex Navigator
  • Auth Links — shareable links that allow users to authenticate with the project’s servers
Projects provide complete isolation. Servers, navigators, credentials, and analytics are all scoped to a single project. This means you can safely deploy the same navigators and servers across different customers or teams without any cross-contamination.

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Create a project

1

Navigate to Projects

In the Caylex dashboard, go to the Projects page from the sidebar navigation.
2

Click Create Project

Click the Create Project button to open the creation form.
3

Configure your project

Provide the following details:
  • Name (required) — a descriptive name for the project (e.g., “Acme Corp Production”, “Internal Team Dev”)
  • Description (optional) — a brief description of the project’s purpose
  • Icon (optional) — a visual identifier for the project
Your project is created and ready for you to add servers and navigators.

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Manage your project

Once created, your project dashboard shows:
  • Server Instances — all connected servers and their status (active or paused)
  • Navigator Instances — all deployed navigators with their configurations
  • Session Logs — a filterable log of all sessions processed in this project
  • Auth Links — links for user authentication
  • API Keys — keys for navigator authentication

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Webhooks

You can configure webhooks at the project level to receive real-time notifications about tool execution events. Webhooks fire for:
  • query.created — when a new query is received
  • tool_call.completed — when a tool call finishes successfully
  • tool_call.error — when a tool call fails
Configure webhooks in your project settings by providing a webhook URL. Caylex signs all webhook payloads with HMAC for verification and supports Slack-formatted messages out of the box.
Webhook notifications are not sent for playground sessions.

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When to create multiple projects

Common patterns for project organization:
PatternExample
Per customer”Acme Corp”, “Widget Inc” — each customer gets isolated servers and credentials
Per team”Engineering”, “Sales”, “Support” — each team gets their own navigator configurations
Per environment”Development”, “Staging”, “Production” — separate credentials and permissions per environment
Start with a single project for development and testing. As you scale, create additional projects to isolate different customers or teams.