Export Context for Handoffs

This tutorial shows how to use cortex export to hand the right amount of context to another worker without dumping the entire project state on them.

The core idea is simple:

  • export only what the next worker needs
  • choose different export shapes for sub-agents and external LLMs
  • keep the handoff small enough to reason about

What You’ll Learn

  • how to select export categories intentionally
  • how to exclude noisy categories or specific files
  • when to export broader session context versus specific agent definitions
  • how to shape exports differently for sub-agents and external LLMs

Prerequisites

  • Cortex installed locally
  • a task you want to hand off
  • a destination in mind: another session, a sub-agent, or an external model

Time Estimate

~10 minutes


Scenario

Assume you have already figured out what the next worker needs to do. Your job now is to package the context for them.

There are two common handoff targets:

  • a sub-agent or another Cortex session
  • an external LLM you are consulting for a second opinion

Those two targets often want different export shapes.

Step 1: Start with a Minimal Context Export

The main command is:

cortex export context handoff-context.md

You can also print to stdout:

cortex export context -

The export command works with these context categories:

  • core
  • rules
  • modes
  • agents
  • mcp_docs
  • skills

The most important choice is usually not “Can I export context?” It is “Which parts belong in this handoff?”

Step 2: Use Selective Include Patterns

When you already know what matters, use --include instead of exporting everything:

cortex export context handoff-context.md --include core --include skills

This is a good starting point when the downstream worker mainly needs:

  • core project context
  • the relevant skill material

For many tasks, that is enough.

Checkpoint

  • Chose a target file or stdout export
  • Selected a minimal include set
  • Avoided exporting categories just because they exist

Step 3: Remove Noise with Exclusions

Sometimes it is easier to start broad and trim back:

cortex export context handoff-context.md --exclude mcp_docs --exclude agents

Or exclude one especially noisy file:

cortex export context handoff-context.md \
  --exclude-file rules/quality-rules.md

This is useful when one category or file adds a lot of text without helping the next worker do the task.

Step 4: Sub-Agent Handoff Pattern

For another Cortex session or sub-agent, you usually want a practical working bundle rather than a polished external prompt.

One reliable pattern is:

# Export the main working context
cortex export context /tmp/task-context.md --include core --include rules --include skills

# Export specific agent definitions only if the downstream worker needs them
cortex export agents code-reviewer security-auditor \
  --output /tmp/review-agents.md

Use this when:

  • the next worker is operating inside the same ecosystem
  • rules and skills matter more than presentation polish
  • you want to pass specific agent definitions on purpose

Step 5: External LLM Handoff Pattern

For an external LLM, prefer a tighter export:

cortex export context /tmp/llm-context.md --include core --include skills

If you need Claude-oriented formatting rather than the default agent-generic format:

cortex export context /tmp/llm-context.md \
  --include core --include skills \
  --no-agent-generic

The safe default for an external model is:

  • include fewer categories
  • remove obviously noisy files
  • pair the export with a focused prompt
  • treat the result as advisory

Step 6: Export Agents Only When They Matter

Sometimes the handoff is specifically about agent behavior, not the whole session bundle.

In that case:

cortex export agents code-reviewer
cortex export agents code-reviewer security-auditor --output agents.md

This is a better fit than a full context export when you are sharing how a particular worker should behave, not all the surrounding repo context.

Safe Defaults

If you are unsure, use these defaults:

  1. start with --include core --include skills
  2. add rules only when the downstream worker needs repo-specific guardrails
  3. avoid mcp_docs unless external documentation is central to the task
  4. export agents separately when agent definitions matter on their own
  5. use --exclude-file for known noisy files instead of giving up on export

Common Mistakes

  • exporting every category by default
  • using the same export shape for sub-agents and external LLMs
  • mixing agent definitions into every handoff whether they are needed or not
  • forgetting that smaller exports are usually easier for the next worker to use

Summary

The workflow is:

  1. choose the handoff target
  2. export only the categories that matter
  3. trim noise with --exclude or --exclude-file
  4. export agents separately when behavior matters
  5. hand off a curated bundle, not a dump

That keeps cortex export aligned with its real job: packaging useful context for the next worker, not maximizing document size.