logancyang_obsidian-copilot/docs/copilot-plus-and-self-host.md
Logan Yang d7d54d2a34
docs: add user-facing documentation (#2254)
* docs: add user-facing documentation (closes #2253)

- 13 docs covering all major features: getting started, chat interface,
  LLM providers, models/parameters, context/mentions, custom commands,
  vault search/indexing, agent mode/tools, projects, system prompts,
  Copilot Plus/self-host, troubleshooting/FAQ, and index
- Written for non-technical Obsidian users
- Each doc is standalone with cross-references to related docs
- All values verified against source code (defaults, model names, etc.)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: improve user docs with website reference material

- getting-started: add glossary (LLM, API, Token, Context Window,
  Embeddings, RAG, Vector Store) and API key billing note
- chat-interface: add user/AI message buttons (edit, copy, delete,
  insert/replace at cursor, regenerate), [[Note Title]] inline reference
  syntax, Relevant Notes feature, manual Save Chat button, and
  auto-compact user experience note
- context-and-mentions: add PDF context (+ Add context button) and
  image context (drag/drop or image button) methods
- custom-commands: fix placeholder syntax ({} not {selected text}),
  add {FolderPath} variable, note tags must be in note properties,
  add richer example prompts
- llm-providers: add LM Studio CORS requirement, 3rd-party CORS warning
- vault-search-and-indexing: add cost estimation tip (Count total
  tokens command), RangeError/partitioning note, tag property note
- agent-mode-and-tools: add Revert option, note @composer works in
  both Plus and Projects modes
- projects: add 50+ file type support detail
- copilot-plus-and-self-host: add dashboard URL
- troubleshooting-and-faq: add first-steps section, RangeError fix,
  response cut-off fix, notes-not-found checklist, note referencing
  FAQ, English response FAQ, image/PDF FAQ, privacy note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: remove UI_RENDERING_PERFORMANCE.md from docs (already in designdocs)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add doc maintenance rule to CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix custom command variable syntax and project deletion claim

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: clarify 16 built-in providers + unlimited OpenAI-compatible models

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix semantic search default and partitioning claims

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix self-host status and remaining partitioning claim

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix self-host setup steps, tool count, and memory tool availability

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-03 17:39:00 -08:00

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Copilot Plus and Self-Host

Copilot Plus is a premium tier that unlocks advanced features beyond the free, API-key-based experience. Self-Host Mode is an additional option for Copilot Plus Lifetime/Believer subscribers who want to run their own infrastructure.


Copilot Plus

What Is Copilot Plus?

Copilot Plus is a subscription that enables:

  • Autonomous agent mode — AI that reasons step-by-step and uses tools automatically
  • File editing tools — Write to File and Replace in File for AI-driven note editing
  • Web search — Search the internet from chat
  • YouTube transcription — Fetch video transcripts and use them as context
  • Memory system — Persistent memory across conversations
  • Copilot Plus Flash model — A built-in model that requires no separate API key
  • URL processing — Fetch and summarize web pages as context
  • Copilot Plus embedding models — High-quality embeddings for semantic search

Setting Up Copilot Plus

  1. Get a license key from your dashboard at https://www.obsidiancopilot.com/en/dashboard
  2. Go to Settings → Copilot → Basic (or the Plus banner in the settings)
  3. Enter your license key in the Copilot Plus License Key field
  4. Features unlock automatically

Copilot Plus Flash Model

Copilot Plus Flash is a built-in AI model included with your Copilot Plus subscription:

  • No separate API key needed
  • Works out of the box once your license key is active
  • Supports vision (image inputs)
  • Good for general-purpose tasks

It appears as copilot-plus-flash in the model selector.


Memory System

The memory system lets Copilot remember things across conversations, so you don't have to repeat yourself.

Recent Conversations

Copilot can reference your recent conversation history to provide more contextually relevant responses. This is separate from the current chat window — it's a summary of what you've been working on.

  • Enable: Settings → Copilot → Plus → Reference Recent Conversation (on by default)
  • How many: Settings → Copilot → Plus → Max Recent Conversations — default 30, range 1050
  • All history is stored locally in your vault (no data leaves your machine for this feature)

Saved Memories

You can ask Copilot to explicitly remember specific facts about you:

@memory remember that I'm preparing for JLPT N3 and prefer bullet-point summaries

Copilot saves this to a memory file in your vault and references it in future conversations.

  • Enable: Settings → Copilot → Plus → Reference Saved Memories (on by default)
  • Memory folder: Settings → Copilot → Plus → Memory Folder Name — default: copilot/memory
  • Update memory tool: The AI can add, update, or remove memories when you ask

Document Processor

When Copilot processes PDFs and other non-markdown files (in Plus mode), it converts them to markdown for the AI to read.

You can optionally save the converted markdown to a folder in your vault:

  • Setting: Settings → Copilot → Plus → Store converted markdown at
  • Leave empty to skip saving (conversion still happens, it just isn't persisted)

Self-Host Mode

What Is Self-Host Mode?

Self-Host Mode lets you replace Copilot's cloud services with your own infrastructure. Instead of relying on Copilot's Plus backend, you run everything locally or on your own server.

Requires: A Copilot Plus Lifetime or Believer license (not available on monthly subscriptions).

What Self-Host Mode Enables

  • Use local or custom LLM servers
  • Custom web search via Firecrawl or Perplexity Sonar
  • Local YouTube transcript extraction via Supadata
  • Miyo desktop app for local PDF parsing, semantic search, and more

Enabling Self-Host Mode

  1. Go to Settings → Copilot → Plus
  2. Under Self-Host Mode, toggle Enable Self-Host Mode
  3. Copilot validates your license. If valid, the toggle activates.
  4. Toggle Enable Miyo to use the Miyo desktop app for local search, PDF parsing, and context.
  5. (Optional) Set Custom Miyo Server URL only if Miyo is running on a remote machine. Leave blank to use automatic local service discovery.

Web Search in Self-Host Mode

Choose your web search provider:

  • Firecrawl — A web crawling and scraping API. Get a key at firecrawl.dev. Enter it in Settings → Copilot → Plus → Firecrawl API Key.
  • Perplexity Sonar — An AI-powered search API. Get a key at perplexity.ai. Enter it in Settings → Copilot → Plus → Perplexity API Key.

YouTube Transcription in Self-Host Mode

Use your own Supadata API key for YouTube transcript extraction:

  • Get a key at supadata.ai
  • Enter it in Settings → Copilot → Plus → Supadata API Key

Miyo Desktop App

Miyo is a companion desktop app from the same developer that enhances Copilot with local, offline capabilities:

What Miyo Provides

  • Local semantic search — Fast vector search without embedding API calls
  • PDF parsing — Converts PDFs to markdown locally (no cloud OCR)
  • Context hub — Manages your indexed documents locally
  • Custom server URL — Run Miyo on any machine (local or server)

Setting Up Miyo

  1. Download and install the Miyo desktop app
  2. Start the Miyo server
  3. In Copilot, go to Settings → Copilot → Plus → Enable Miyo Search
  4. Miyo automatically connects to the local server (or use a custom URL in Miyo Server URL)
  5. Index your vault — Copilot will use Miyo to generate and store embeddings locally

Custom Miyo Server URL

If Miyo is running on a different machine (e.g., a home server), enter its address:

http://192.168.1.10:8742

Leave empty to use automatic local discovery.