Move your settings when
switching AI agents.

# Handoff: Cursor → Codex

Work: Coding
Prepared on: [fill in]
This is a handoff template, not a native session import. It contains no exported account data.

## Fill in the working context
- Goal and deliverable:
- Confirmed decisions and their dates:
- Completed work and evidence:
- Current files and access locations:
- Unfinished work and next step:
- Acceptance criteria:
- Communication and formatting preferences:
- Allowed actions and actions needing review:
- Outdated or uncertain information:
- Scheduled jobs and their owners:

Do not include passwords, access tokens, or unnecessary private data.

## Preserve your settings
SETTINGS INVENTORY
Source product, client, and version: [fill in; unknown if unavailable]
Destination product, client, and version: [fill in]
Account or workspace type: [fill in]
Last reviewed by me: [YYYY-MM-DD]
My three most important requirements: [fill in]

Review these categories. Mark each reviewed, not applicable, or unknown:
- Communication preferences:
- Project and file-specific rules:
- Memories and corrections:
- Active work and reference files:
- Skills, commands, and agent roles:
- MCP servers and account connections:
- Model settings, permissions, and approval controls:
- Hooks, scheduled tasks, and notifications:

SETTING RECORD — repeat for each item
ID and name:
Original wording or value:
Source and last-confirmed date:
Scope: [global / project / file / task]
Trigger and exceptions:
Required files, tools, or accounts:
Destination setting or location:
Existing destination value and any conflict:
Transfer method: [reuse / convert / rebuild or reconnect / unsupported / unknown]
Verification status: [not started / configured, unverified / passed / failed / blocked]
Acceptance task and expected result:
Observed result and evidence: [leave blank until checked]
Remaining differences:
Previous destination value and rollback steps:

Mark unsupported only after checking the destination's capabilities.
Record connection names and required permissions, never secret values.
Keep verification pending until you have observed the result.

## 1. Capture the work in Cursor
Write a dated summary of the goal, confirmed decisions, completed work, open questions, source files, and next step. Carry your repository and test commands; adapt editor rules and extensions to the destination.

- [ ] Checked

## 2. Prepare Codex
Install a supported client, sign in, and enable the tools required for your task. Carry project instructions and a dated task summary. Reconnect desktop plugins and verify file access in the destination client.

- [ ] Checked

## 3. Reconnect tools and check costs
Reconnect the required accounts using the destination's supported setup. Confirm permissions, file access, and any paid entitlement. Account plan / usage limits: Check your account allowance and the selected model. Do not treat subscription use as a measured per-task API price. Subscriptions and usage allowances do not automatically move with your documents.

- [ ] Checked

## 4. Hand off the coding work
Keep the repository, current revision, uncommitted changes, project rules, setup commands, tests already run, and known failures. Translate agent-specific instructions, skills, and tools. Check automatic branch, commit, and deployment behavior against your rules. Start with one small change and verify its diff and tests.

- [ ] Checked

## Finish with a checked handover
Acceptance: the new agent can access the required material, follow your instructions, and complete the sample task. Verify a new session if preferences must persist. Inventory reminders and recurring jobs; after validating the replacement, retire overlapping jobs so actions are not duplicated. Keep original files until the handover is checked.

- [ ] Checked

## Source and version check
- Cursor: https://cursor.com/docs/agent/overview
  Scope: Editor workflow; cloud agents are a separate execution mode.
  Documentation checked: 2026-10-05; installed version: [fill in]
- Codex: https://openai.com/codex/for-work/
  Scope: Desktop and CLI; office tools depend on the selected client and plugins.
  Documentation checked: 2026-10-05; installed version: [fill in]

The procedure is editorial guidance. Cross-product migration has not been tested end to end. Original session history, internal memory, permissions, and running tasks are not assumed to transfer.