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Install Relay, set up profiles, and start your first managed conversation.
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What you need
- macOS, the platform validated in live use. Linux builds and passes CI tests, but is not yet live-supported. Windows is not currently supported.
- Claude Code or the Codex CLI, installed separately. Either provider is enough; you do not need both.
- Git and a project to work in. Relay captures repository and git facts for handoffs.
- One or more provider accounts. Add another eligible profile to make fallback possible.
Herdr is optional. Relay works in a regular terminal.
1. Install Relay
brew install RA1NM4KER/tap/agent-relay
relay --versionHomebrew installs the latest tagged stable release. Prefer a source build? See Building from source.
2. Set up your profiles
relay setupThe wizard detects your installed providers, walks you through each provider’s official login, and asks for a primary profile and fallback order. Use memorable names such as claude-work, claude-backup, and codex-work.
Accept the recommended Claude usage integration if you want automatic handoff from Claude. Codex usage checks work through its structured provider interface without Claude hooks.
Already configured? You can rerun setup to add accounts or change the order. It reuses existing profiles.
3. Open your project and start
cd ~/repos/my-project
relay claudeOr start with Codex:
relay codexRelay opens your provider’s interactive terminal. Type your first message there. Each command starts a new managed conversation, normally using the highest-priority configured profile of that provider. If the selected Codex account is already verified exhausted, Relay can start the new conversation on the next eligible profile instead; no Codex conversation exists yet to hand off. Unknown usage is refused.
Complete the provider’s project trust prompt when it appears. To choose an account explicitly, use relay claude --profile claude-work or relay codex --profile codex-work.
4. Check that fallback is ready
In another terminal, open the same project and run:
relay doctorDoctor checks authentication, verified Codex usage, provider compatibility, project trust, integrations, and preferences. At least one configured profile must be eligible; problems with other profiles remain visible as warnings. Follow the recovery commands for any blockers, then rerun the check. A ready verdict does not guarantee that a particular session has an eligible fallback.
Trust is per profile and project.A fallback may be logged in but still need you to review the provider’s trust prompt for this project. Relay never accepts trust on your behalf.
Next time you sit down
Start a new conversation with relay claude or relay codex. To reopen a closed conversation that Relay already manages:
relay resumeWith several closed sessions, Relay offers a picker. Use relay status for local session and ownership information. Use relay status --live when you need fresh provider checks.
| I want to… | Use |
|---|---|
| Start fresh with Claude | relay claude |
| Start fresh with Codex | relay codex |
| Reopen a closed managed conversation | relay resume |
| Move the current conversation | relay switch |
| See what is happening | relay status |
| Check unattended readiness | relay doctor |
Keep Relay up to date
brew update
brew upgrade agent-relayRelay may display a cached update notice. Use relay update --check to check for a newer stable release, or relay update to delegate a supported Homebrew installation’s upgrade to Homebrew. Other installations receive manual update instructions. Read the release notes when upgrading. After upgrading, run relay refresh to reconcile installed Relay-owned integrations, then reopen managed sessions to load the updated assets. The installed CLI’s --help describes the flags your version supports.