---
id: FR-2
title: Making a streamline
group: On this device
summary: Making your own streamline in the Library — name and look, briefs and instructions, model, MCP servers, welcome and quick phrases
keywords: [new streamline, edit, editor, instructions, model, effort, welcome, quick phrases, color, icon, theme]
---

On this device you make your own streamlines. Open the **Library** and choose **New Streamline**. To change one later, open it in the Library (or choose **Edit in Library** from its menu: touch and hold its row, or right-click it on the Mac). The editor itself is described in The streamline editor (LIB-3); this page says what each part is for. Or ask the Concierge (FR-7) to set one up with you.

## Streamline

A **Name** (the only thing you must fill in) and a **Description**, one line under the name.

**Icon**: pick a symbol and set the streamline's color for light and dark, or give it a **logo** (an image of your own, or the service's own logo). The symbol stays as the fallback. **Theme**: **Follow the account** (the account's theme), **Own color** (an accent of your own, optionally on another theme), or a whole theme: Base, Quiet, Harbour, Refined Calm, Amber, Paperwhite (light only) or Nord (dark only). Your messages, the streamline's buttons and its cards wear it. See Appearance (AP-1).

## Instructions

The **Briefs** it includes, read first (see Briefs, LIB-2), then its own **Instructions**: what this assistant is for and how it should behave, in plain words. *You help me run my shop's orders. Always look the customer up before changing anything.* Your servers' own rules still apply whatever you write here. Never put keys or passwords in the instructions.

## Model

- **ID**: `claude-sonnet-5-5` (the default), `claude-haiku-5-5` (faster and cheaper) or `claude-opus-5-5` (most capable).
- **Effort**: from low to max. Higher effort thinks longer and costs more.
- **Max tokens** (optional): the longest answer one call may give.
- **Own model key** (optional, at the foot of the editor): see The Vault (FR-5).

## MCP servers

The tools the assistant can use. Add one or more **Servers**, each with its own sign-in and tool rules. See Adding MCP servers (FR-3) and Tool rules (FR-4).

## Welcome and quick phrases

- **Welcome**: what the assistant says at the start of every new chat. It is drawn on your device and never sent to the model.
- **Placeholder**: the hint in an empty message field.
- **Quick phrases**: things you often say. Each has a **Label** and the **Text** it says, and a **Send** switch: on (the default), a tap sends it; off, it goes into the composer for you to finish. The first four also appear as starter chips in a new chat.

## Cards and more

**Card designs** draw a tool's results (see The Library, LIB-1), and **Image hosts** names the sites their pictures may come from. **More** holds the rest: when chats may be archived, which files the paperclip takes, and the scan button.

## Saving and deleting

**Save** keeps your changes; **Revert** goes back to what is saved. Anything that would let a tool run without your tap, a new server or a new streamline shows the changes first and waits for **Save** on that card. A saved change can be undone from the Concierge's history. **Delete this streamline** removes it and its chats from this device (**Delete streamline and its chats**). Your sign-ins, briefs and default key stay.