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Part II · Instance setup

Instance setup

Instance Settings is the admin surface of Foundry — everything that is true for the whole installation, before any individual product enters the picture. You reach it at /settings; it is visible to users with the admin role.

The header shows the live health of Polis, Foundry's agent-orchestration layer. If Polis is unhealthy, agents cannot run, so the status sits where an admin sees it first.

The five tabs

Tab What it configures Why it is instance-level
Providers The model backends — named connections to LLM APIs (Anthropic, OpenAI, Google Vertex, …) with credentials and billing mode Credentials and vendor relationships belong to the installation, not to a product. Users can layer their own keys on top (see Your account).
Models The model catalog aggregated from all providers: visibility, pricing, capability metadata Pricing and availability are facts about the vendor, shared by every product.
Copilot The one generic assist agent that powers every non-lifecycle assist surface One agent, one configuration — every assist surface behaves the same way.
MCP Servers The tool backends — MCP servers whose tools agents can call. The deliberate sibling of Providers: Providers supply models, MCP Servers supply tools. Tool endpoints and their credentials are shared infrastructure.
Users Who may log in to this instance, and whether they are admin or member Instance access is an allowlist; membership in individual products is granted separately in Product Settings → Team.

Suggested setup order

  1. Providers — nothing works without at least one working model backend.
  2. Models — sync pricing and hide what your teams should not use.
  3. Copilot — point the assist agent at a provider and test it.
  4. MCP Servers — the built-in presets already cover most tooling; add external servers when you need them.
  5. Users — invite your team.

Each tab is documented in its own page, including why the controls are shaped the way they are.