SinoutX

Full user guide

A detailed walkthrough: from creating a workspace and connecting AI to Medical Record and Finance. Everything runs on your server or in the cloud, with AI on your own key (BYOK).

Contents
  1. Sign up and sign in
  2. Workspaces and projects
  3. Pages, notes, tasks, templates, graph
  4. AI assistant (BYOK)
  5. Telegram & Viber
  6. Modules (Collections)
  7. Medical Record
  8. Finance
  9. Recognition and plans
  10. Connect Claude (MCP)
  11. What next
  12. Data and privacy

1. Sign up and sign in

Open the app and create a free account with an email and password. Email verification may be enabled by the instance owner. After signing in you land on the Dashboard — a summary of projects, tasks and activity.

Open the app →

If you self-host SinoutX, the first registered user is the owner (the “Community” tier): no limits, everything unlocked.

Account security

In Settings → Security you can change your password and enable two-factor authentication (2FA) with a code from an authenticator app.

▶ Video: how to create an account

2. Your workspace and projects

You get one personal workspace, created automatically at sign-up. It holds your settings, the assistant's memory and your personal modules. There is no need to create more: collaboration works by sharing a single project.

The Inbox project already exists — it catches anything the assistant cannot attach to a specific project. It is a system project and does not count against your plan.
Create your own projects with the “+” next to “Projects”. A project groups pages, tasks, notes and files by topic.
Modules (Medical Record, Finance, Vault…) appear in a separate sidebar section — they are projects too, only with registries instead of pages.
Modules count as projects. On the free plan five installed modules already fill the three-project limit.
Share a project as Viewer or Editor. Inviting a second person requires the Team plan — that is the collaboration boundary.

3. Pages, notes, tasks, templates, graph

Pages

A rich editor (Notion-style): headings, lists, checklists, tables, code, images, nested pages. Created inside a project. Can be built from templates and saved as your own templates.

Notes

Quick short records. Great for ideas on the go — including by voice via the Telegram bot (below).

Tasks

Tasks with priority, due date (deadline) and reminders. Views: list, board, calendar. Overdue and upcoming items show on the Dashboard and under Feed → Deadlines.

Calendar and events

Events (meetings, birthdays, deadlines) with reminders; recurring events are supported.

Knowledge graph

An interactive graph of links between pages, tasks and notes — handy for research and large projects.

Files

Upload attachments to a project. Full-text search across your knowledge base (search icon / Ctrl+K).

Templates

Templates save time on repeating structures.

4. AI assistant (on your own key, BYOK)

The assistant is the heart of SinoutX. It doesn’t just answer — it acts: creates tasks and notes, fills collections, searches the web, works with your data. AI runs on your provider key — you pay the provider directly for tokens, with no markup.

Connecting a provider

Open Settings → AI. By default no provider or model is selected.
Pick a provider (Anthropic, OpenAI, OpenRouter, Google, Groq, Mistral, DeepSeek, Ollama, etc.), paste your API key, choose a model.
Click “Test” — the live model list loads. After saving, the provider status shows “Active”.
Local models (Ollama, LM Studio, etc.) need no key — set a Base URL. For your own OpenAI-compatible endpoint pick Custom.

Using it

Open the assistant panel (icon on the right or Ctrl+Shift+A) and type in plain language: “draft a plan for the week”, “create a task to buy tickets on Friday with a reminder”, “what’s on for today”. You can limit the available tools in Settings → AI.

Images and video

Under AI → Image / Video you can connect generation providers (also on your key). Fields start empty — you choose.

▶ Video: how to connect an AI key

5. Messengers: Telegram & Viber

Telegram is the “mobile” version of the assistant: capture and actions right in the chat.

Telegram: connecting

Create a bot with @BotFather and get a token.
In Settings → Integrations → Telegram paste the token and save — the webhook registers automatically.
Send the bot any message — it binds to your workspace.

What it can do

▶ Video: how to connect Telegram

Viber

The same assistant in a second messenger. Create the bot at partners.viber.com, paste the token into Settings → Integrations → Viber, and subscribe to the bot instead of sending a first message. Notes and tasks, photo and PDF recognition, buttons, reminders and morning briefs all work. Two things differ: there is no “typing…” indicator or live progress, and Vault passwords are never revealed on Viber — a sent message cannot be deleted there.

6. Modules (Collections)

A module is a ready-made space for one domain: it scaffolds collections (typed record sets with their own fields and views: table, form, board, calendar, chart) and teaches the assistant to work with that domain.

Open Modules in the sidebar (or the catalog on the site) — pick a module.
Click “Install” — the module scaffolds as a project with ready collections and an “Overview”.
A third-party module can be installed by the URL of its module.json (Import).

7. Medical Record

A personal medical archive (FHIR-lite model). Collections: Profile, Conditions (diagnoses), Medications, Lab results + Indicators, Measurements (home readings), Visits, Studies, Documents.

Manual entry

Fill in the Profile (sex, date of birth — used for lab reference ranges). Add records to any collection by hand or via the assistant: “blood pressure 130 over 85, pulse 72” → a record in Measurements.

Document recognition

Set a recognition key: in the module, the gear icon (OCR settings). You need a vision model (e.g. gpt-4o-mini, gemini-flash, claude-haiku — also via OpenRouter).
Click “Scan a document” and upload a photo/PDF. The AI classifies and files it: lab → Lab results + Indicators; ultrasound/MRI/image → Studies; visit/consultation → Visits; certificate/discharge → Documents.
Confirmed diagnoses (not “suspected”) go to Conditions, prescribed drugs to Medications. The file is always saved to Documents.

Trends and summary

In “Indicators” and “Measurements” — trends over time; out-of-range values are highlighted. The “Summary” button in the Overview builds a PDF: patient, active diagnoses with duration, medications (who prescribed), recent studies and labs, visits.

Medical Record is not medical advice — it’s a personal archive and a data-structuring helper.

8. Finance

Personal finance on your own server. Collections: Accounts (cards with balances), Transactions (income/expense/transfer), Budget (monthly plan).

Add Accounts (name, type, currency, starting balance) — the current balance is computed automatically.
Record Transactions: expense/income/transfer (for a transfer — source and destination account). Or tell the assistant: “moved 5000 from card to cash”.
Budget: plan amounts for the month; the “count toward real balance” flag includes a plan in the projection. The “Next month” button copies the plan.
Receipt/statement recognition: a receipt photo → a transaction; a PDF statement → a batch of transactions (needs an OCR key, like Medical Record).

The Overview shows balances, net worth, the month’s cashflow and plan-vs-actual by category. Tables show a totals row over the filtered transactions.

9. Recognition and plans

Structure, manual entry, projects, notes and tasks are unlimited everywhere. The only paid part is AI document recognition (a premium pipeline).

WhereDocument recognitionCollaboration
Self-hosted, solo (free)5 trial scans per module (Medical Record and Finance separately), then a Team licence— (needs a Team licence)
Team ($149 once, self-hosted)UnlimitedUp to 10 people, shared projects
Cloud ($5/mo)No trial wall — metered from your balance like any AI callEveryone pays for themselves

On self-hosted recognition runs on your own AI key (you pay the provider for tokens directly) and the Team licence unlocks the feature. In the cloud it runs on your key (0% markup) or on the built-in SinoutX model, with tokens paid from your balance.

Payment

On your own server one person pays nothing. Collaboration is unlocked by a Team licence ($149 once, up to 10 people): pay with crypto (NOWPayments), the key arrives by email and goes into Settings → Plan. The licence is perpetual — the payment buys a year of updates, not the right to keep using it.

The cloud works differently: $5 a month for hosting, disk beyond 200 MB, people beyond the first, and built-in model tokens all come off one balance, topped up in Settings → Plan. Bringing your own AI key silences the token meter entirely.

10. Connect Claude (MCP)

The built-in MCP server lets Claude read and write your workspace as long-term memory. Create an API key in Settings → API keys and add it to claude_desktop_config.json:

{
  "mcpServers": {
    "sinout": {
      "command": "npx",
      "args": ["-y", "mcp-remote",
        "https://app.sinout.dasp.top/mcp",
        "--header", "x-api-key:sk_sinoutx_your_key"]
    }
  }
}

More on the Documentation page.

What next

This is the quick start. Everything else lives in the full reference: web search and deep research, research project templates, assistant skills and custom HTTP tools, the code sandbox, the password Vault, the Memory module, Personal Growth, backups, monitoring, plans and limits, import from Notion and Obsidian.

🛡️ Password Vault
Encryption, Bitwarden import, retrieval in Telegram
🌐 Web research
SearXNG, deep research, linked sources
🛠️ Skills & custom tools
Schedules and any HTTP API
💾 Backup & restore
ZIP export and scheduled instance backups

11. Data and privacy

Self-hosted: data lives on your server and never leaves it. AI runs on your key. Medical and financial data are sent nowhere except to your chosen AI provider during recognition (on your key).

Need help? Email sinout@dasp.top