You can use Claude Code or Codex inside StashBase or Obsidian. StashBase includes the connection; Obsidian needs a plugin. If you prefer to work in the agent’s own app, Mem and Capacities let it access your notes through MCP.

The choice depends on whether you want to keep local files, use an existing AI subscription, or read and edit notes on your phone.

Can I use Claude Code or Codex?

OptionClaude Code and Codex supportWhere you work
StashBaseBoth, built in; external MCP access is also availableIn StashBase’s chat or your external agent
Obsidian + CopilotBoth, through the pluginInside Obsidian on desktop
MemBoth, through MCPIn the external agent, connected to your Mem notes
CapacitiesBoth, through MCPIn the external agent, connected to your Capacities notes
Reflect OpenAgents can access its Markdown files externally; an embedded session is not documentedBuilt-in chat uses provider API keys

In StashBase, choose Claude Code or Codex from the Agent selector. If it isn’t installed, the app helps you install it and connects it to your library. You can open source documents and review file edits beside the chat. StashBase agent setup

If you already use Obsidian, try a plugin in your existing vault. Copilot detects an installed Claude Code and connects Codex through an adapter. Agent Client supports both too, including their existing skills and MCP tools. Copilot setup

With Mem and Capacities, you authorize the connection, then ask Claude Code or Codex to work with your notes from its own interface. Mem connection guide, Capacities connection guide

Can I use my existing subscription?

StashBase and Copilot let you sign in with your existing agent account. Your account needs access to Claude Code or Codex, and your plan’s usage limits still apply. Copilot doesn’t charge a plugin fee for ordinary single-agent use with your own account. StashBase accounts, Copilot account options

Connecting Mem or Capacities through MCP also keeps the agent on its own account. You pay for the notes app separately where required; Capacities’ connectors need Pro. Capacities connectors

We don’t recommend Reflect Open’s built-in AI if you already pay for Claude Code or Codex. It requires an API key and bills that usage separately. Use your existing agent allowance first. That allowance still has limits, and additional usage can cost extra. Reflect Open AI setup

Can I sync notes between my computer and phone?

OptionAvailable devicesHow notes sync
ObsidianmacOS, Windows, Linux, iOS, AndroidPaid Obsidian Sync, or a file-sync method you configure
StashBasemacOS, Windows, LinuxNot supported yet
MemmacOS, Windows, iOS, webBuilt-in cloud sync
CapacitiesmacOS, Windows, Linux, iOS, Android, webBuilt-in cloud sync, included in Basic
Reflect OpenMac; iPhone through TestFlightiCloud Drive or Git/GitHub

Obsidian sync gives you access to your notes on your phone, but Copilot’s Agent mode runs only on desktop. Quick Chat and some editing features work on mobile. If you choose an alternative sync method, check that it supports your devices. Copilot platform support

Obsidian Sync Standard costs $4 per month billed annually or $5 billed monthly. It covers one vault, 1 GB of storage, and files up to 5 MB. If you keep larger PDFs, Sync Plus allows files up to 200 MB and costs $8 per month billed annually or $10 billed monthly. Obsidian Sync plans

Mem and Capacities let you edit offline and sync when you reconnect. Capacities still needs an internet connection for AI and some search functions. Mem offline editing, Capacities offline support and free-plan sync

Reflect Open can share a Markdown folder between Mac and iPhone through iCloud. You need to set up provider keys on each device. Windows and Android aren’t listed as available. Reflect Open platforms and sync

What else do I have to pay for?

OptionApp or plugin costOther charges
StashBaseFree in AlphaAgent usage; search by meaning uses included credits or your own embedding-provider key
Obsidian + CopilotFree single-agent use with your own account, API key, or local modelAgent/model usage; Obsidian Sync is separate; hosted Copilot features may need a paid plan
MemFree tier; Plus $9/month; Pro $29/month; larger plans availablePlans limit messages and new notes; external agents have their own accounts and usage limits
CapacitiesBasic is free; AI and connectors need a paid planPro/Believer include an AI budget; heavy use may need a Plus add-on
Reflect OpenMac app is free; iPhone is free during TestFlightProvider API usage

Mem allows 25 new notes per month on Free, 50 on Plus, and 100 on Pro. If you save several notes a day, check that limit before choosing a plan. Mem prices and limits

StashBase’s search credits pay for preparing the semantic index and searching it, separately from agent usage. If you run out, keyword search and local file access still work. Search costs

Can I keep my local files and use PDFs?

StashBase opens an existing folder without moving its files. It makes text in PDFs, DOCX files, and images searchable so your agent can use those sources alongside your notes. You can also ask it to build a Wiki with links back to the sources. The Wiki pages are Markdown files in your folder, and you ask the agent to update them when needed. File search, Wiki setup

Obsidian with Copilot keeps your vault as local files. PDF and other document support depends on the agent and processing tools you configure. Copilot’s companion service Miyo adds semantic search and document processing for supported formats, with a separate connection. Copilot search and document support

Mem lets you upload PDFs and images for search and chat. Its Markdown import doesn’t preserve folder structures or bring in attachments, so check what you would lose before moving an existing vault. PDF support, note import limits

Capacities stores notes as objects in its database. You can export Markdown, properties, links, and downloaded media. You edit the notes in Capacities; the export is a separate copy. Export documentation