ktx

Install and configure ktx, the open-source context layer for data agents. Use this skill when a user wants an agent to add ktx to a project, connect data sources, build initial context, install agent integration, or troubleshoot a local ktx setup.

Operating rules

• Act autonomously when the user asks you to install or configure ktx.

The non-interactive scripted flow below is the canonical path — bare ktx setup is interactive (clack prompts) and an agent cannot drive it.

• Setup's non-interactive flags are intentionally hidden from --help. Use the

flags listed below; verify uncommon flags against the docs at https://docs.kaelio.com/ktx/ or this skill — not against --help output.

• Ask only for values you cannot infer: project directory, connection targets,

credentials, account identifiers, and source selections.

• Prefer file:/abs/path secret refs over env:VAR_NAME. env: refs are

re-resolved against the process environment on every ktx run, so a var exported only in the setup shell is gone when ktx ingest or ktx mcp start runs later — the secret silently resolves to empty and the connection fails. file: refs read from disk and survive across shells. The same caveat applies to --*-api-key-env flags: the named var must be present in every shell that runs ktx, including the ktx mcp daemon's environment.

• A literal database URL is safe to pass — ktx setup auto-externalizes it

into .ktx/secrets/<id>-url and rewrites ktx.yaml to a file: ref (see workflow step 2). Source credential refs are not auto-externalized: write the secret to a file under .ktx/secrets/ (chmod 600) and pass a file: ref. Never ask the user to paste a secret when a file: or env: ref works.

• Do not commit .ktx/secrets/*.
• Print each command you run and its result.
• Setup and ingest can run for many minutes (LLM-heavy source ingests take the

longest), and from the outside a slow step looks identical to a stuck one. Don't go silent: say what's about to run and that it may take a while, then post brief progress/liveness updates while it runs (see step 4) so the user never has to wonder whether it stalled — otherwise they may kill it mid-run.

• If a command fails, identify the cause and change something before retrying.

Gather inputs once

Before invoking ktx setup, collect in one round:

1. Project directory (default: current working directory).
2. LLM backend and key strategy. In --no-input mode the CLI defaults to

anthropic and requires an API key. When the user is inside Claude Code, pass --llm-backend claude-code explicitly; otherwise pass --llm-backend anthropic --anthropic-api-key-env ANTHROPIC_API_KEY.

1. Embedding backend (sentence-transformers is the local default and needs

no key; use openai only if the user already has a key, then pass --embedding-api-key-env OPENAI_API_KEY).

1. Database: driver, connection id, URL (or env: / file: ref), and one or

more schemas.

1. Optional context sources (dbt, Metabase, Looker, LookML, MetricFlow,

Notion). Add each one with a follow-up ktx setup --source … run (see Add context sources); use --skip-sources only when the user has none.

Do not discover these inputs across multiple setup runs.

Install workflow

1. Detect the install path. If the working directory contains

packages/cli/dist/bin.js or pnpm-workspace.yaml referencing @kaelio/ktx you are inside the ktx monorepo — build and link the local CLI with pnpm and do not run npm install -g. Otherwise:

   node --version    # require >= 22; stop and ask the user if older
   ktx --version || npm install -g @kaelio/ktx

1. Run scripted setup (canonical path):

   ktx setup --no-input --yes \
     --project-dir <path> \
     --llm-backend claude-code \
     --embedding-backend sentence-transformers \
     --database <driver> --database-connection-id <id> \
     --database-url '<raw-url | file:/abs/path>' \
     --database-schema <schema> \
     --skip-sources \
     --skip-agents

• --database-schema is required for scope-bearing drivers (Postgres,

MySQL, ClickHouse, SQL Server, BigQuery, Snowflake) in --no-input: setup fails fast without it unless the connection already has scope in ktx.yaml. SQLite needs no scope.

• Configure one new database connection per setup invocation. For multiple

connections, rerun setup once per connection.

• Pasting a literal --database-url is safe: the CLI relocates the URL

into .ktx/secrets/<connection-id>-url and rewrites ktx.yaml to a file: ref automatically.

• ktx setup runs agent integration as its last step. In --no-input

mode with neither --target nor --skip-agents, that step has no input, prints Run in a TTY, or pass --target <target>., and the command exits non-zero even though every database/LLM/embedding step succeeded. Pass --skip-agents to defer agents to step 5 (as above), or --target <agent> to install them inline and exit 0. Judge data-layer success from ktx status, not from this exit code.

1. *Resumability and `--skip-.** Re-running ktx setup` against an existing

project resumes its config. Use --skip-llm, --skip-databases, --skip-sources, or --skip-embeddings to leave a slice unconfigured but let the rest complete instead of aborting on the first failure. When resuming an existing project to change one slice (e.g. only LLM), still pass the database flags from the previous run — setup validates current flags, not persisted ktx.yaml state.

1. Build context if setup did not already complete one:

   ktx ingest <connection-id> --no-input

ktx ingest always builds enriched context and requires a configured model and embeddings (set during setup); a database connection without them fails with an enrichment-readiness error. Note: ktx ingest rejects --yes together with --no-input (Choose only one runtime install mode); ktx setup accepts both. Use --no-input only for ingest.

Ingest one connection at a time. It can run for many minutes with no stdout until it exits (LLM-heavy sources like Metabase are the slowest), so don't assume it hung, and don't pipe it through tail/head — that buffers all output to the end, so run it raw. Tell the user up front that the step is slow, then keep them posted instead of blocking silently: run the ingest in the background and poll for liveness every minute or so, reporting a one-line update each time (which connection, roughly how long it's been running, and that .ktx files are still changing) so a long run never looks stuck:

   find <path>/.ktx/worktrees <path>/.ktx/ingest-transcripts -type f -mmin -3

On success, the Ingest finished summary table shows done in the Source ingest and Memory update columns with no Failed sources: section.

1. Install agent integration:

   ktx setup --agents --target <claude-code|claude-desktop|codex|cursor|opencode|universal>
   ktx mcp start --project-dir <path>

Agent integration is not usable until `ktx mcp start` is running. The --agents step prints this requirement as Required before using agents.

1. Fall back to bare `ktx setup` only when a human is at the keyboard —

it uses interactive prompts an agent cannot answer.

Add context sources

Context sources (dbt, Metabase, Looker, LookML, MetricFlow, Notion) are added one at a time — --source is not repeatable, so run ktx setup once per source. Source setup is resumable against an existing project: pass --skip-databases --skip-llm --skip-embeddings --skip-agents so only the source is configured (the trailing agent step otherwise fails the run — see install step 2). Map Metabase, Looker, and LookML to an existing database connection with --source-warehouse-connection-id <db-connection-id> (required for those). dbt ignores `--source-warehouse-connection-id` — it maps to the warehouse by table name — so omit it for dbt. Use file:/abs/path refs for keys and tokens (see the secrets rule above); env: refs must be exported in every later ktx shell.

# dbt — pick exactly one of --source-path (local) or --source-git-url (remote).
# No --source-warehouse-connection-id: dbt maps to the warehouse by table name.
ktx setup --no-input --yes --skip-databases --skip-llm --skip-embeddings --skip-agents \
  --source dbt --source-connection-id <id> \
  --source-git-url <url> --source-branch <branch>

# Metabase
ktx setup --no-input --yes --skip-databases --skip-llm --skip-embeddings --skip-agents \
  --source metabase --source-connection-id <id> \
  --source-url <url> --source-api-key-ref file:/abs/path/metabase-api-key \
  --source-warehouse-connection-id <db-connection-id> \
  --metabase-database-id <metabase-db-id>

# Notion
ktx setup --no-input --yes --skip-databases --skip-llm --skip-embeddings --skip-agents \
  --source notion --source-connection-id <id> \
  --source-auth-token-ref file:/abs/path/notion-token \
  --notion-crawl-mode selected_roots --notion-root-page-id <page-id>

Notes:

• --metabase-database-id is the **numeric id of the warehouse inside

Metabase** (not the ktx connection id). Discover it from the Metabase API (GET /api/database) or UI if the user doesn't know it.

• --notion-crawl-mode selected_roots requires at least one

--notion-root-page-id (repeatable); use all_accessible to crawl everything the token can see.

• After adding sources, ingest each new connection so its context is queryable:

ktx ingest <source-connection-id> --no-input.

Files to inspect

• ktx.yaml: project configuration.
• .ktx/secrets/*: local secret files. Never commit them.
• semantic-layer/<connection-id>/*.yaml: semantic sources for SQL

compilation.

• wiki/**/*.md: project context pages for agents.
• .claude/skills/ktx/, .agents/skills/ktx/, .cursor/rules/ktx.mdc, and

.opencode/commands/ktx.md: generated agent integration files.

Verification

After setup, run:

ktx connection test <connection-id>
ktx status --json --no-input
ktx sl --output plain          # lists compiled semantic sources; `ktx sl` has no --no-input

Judge readiness from `ktx status --json` fields, not the exit code. ktx status exits 1 whenever the LLM is none (verdict: "blocked"), even when embeddings and every database connection are healthy. Treat success as:

• verdict: "ready" at the top of the JSON, and
• every connections[].status === "ok" (other levels: warn, fail,

skipped), and

• every ktx connection test <id> exited 0, and
• for each ingested source, localStats.semanticLayer[].sourceCount > 0 and

localStats.wikiPages[].count > 0 — these confirm the source actually produced context. Do not rely on localStats.ingest.perConnection to confirm source ingests: it reflects only completed warehouse ingest reports and under-reports (often lists just the warehouse connection).

If the LLM is intentionally left unconfigured, verdict is blocked and the exit is non-zero by design — that is still a usable context layer, so report it as "ready, LLM optional" and judge the data layer by the connection and localStats fields above rather than retrying setup.

Troubleshooting

For known failure signatures (invalid ELF header, Native CLI binary for <plat> not found, Missing Anthropic API key, claude-code probe failure, ktx cannot work without a database on resume, Run in a TTY, or pass --target <target>. with a misleading exit 1, and a secret that resolves empty only during ktx ingest/ktx mcp), see troubleshooting.md.

Final report

End setup work with a concise report:

ktx SETUP COMPLETE

Project:     <path>
LLM:         <backend> / <model>
Embeddings:  <backend> / <model>
Connections: <name> (<driver>) status=<ok|warn|fail>
Sources:     <list or none>
Verdict:     <ready|needs action>

Next:
1. <copy-pasteable command or action>
2. <copy-pasteable command or action>

RESULT: PASS