ktx/docs-site/content/docs/cli-reference/ktx-setup.mdx

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---
title: "ktx setup"
description: "Set up or resume a local KTX project."
---
Interactive wizard that walks you through configuring LLM credentials, embeddings, database connections, context sources, and agent integrations. When run without flags in a directory that has no `ktx.yaml`, it launches the full guided flow. When run in an existing project, it resumes from the first incomplete step.
## Command signature
```bash
ktx setup [options]
```
## Options
### General
| Flag | Description | Default |
|------|-------------|---------|
| `--project-dir <path>` | KTX project directory | `KTX_PROJECT_DIR`, nearest `ktx.yaml`, or cwd |
| `--yes` | Accept safe defaults in non-interactive setup | `false` |
| `--no-input` | Disable interactive terminal input | — |
### Agent Integration
| Flag | Description | Default |
|------|-------------|---------|
| `--agents` | Install agent integration only | `false` |
| `--target <target>` | Agent target (`claude-code`, `codex`, `cursor`, `opencode`, `universal`) | — |
| `--global` | Install agent integration into the global target scope (Claude Code and Codex only) | `false` |
The setup wizard is the public configuration interface. It prompts for LLM
feat: merge ingest and scan * docs: add CLI component reuse guidance * docs: add unified ingest ux design * Refine unified ingest UX design after adversarial review iteration 1 * Refine unified ingest UX design after adversarial review iteration 2 * Refine unified ingest UX design after adversarial review iteration 3 * feat(cli): route public connection ingest command * feat(cli): hide standalone scan from public help * feat(cli): plan public ingest depth and query history * feat(cli): execute public database ingest facets * feat(ingest): read connection query history config * fix(cli): use public ingest wording * fix(config): stop generating ingest adapter allow lists * docs: document public ingest command * test: align ingest surface expectations * docs: add unified ingest public CLI surface plan * feat(cli): preflight deep public ingest readiness * feat(setup): store query history in connection context * feat(setup): store database context depth * feat(setup): verify context readiness by database depth * fix(setup): keep context build foreground only * fix(config): reject reserved ingest connection ids * test: close unified ingest v1 expectations * docs: add unified ingest v1 closure plan * fix(ingest): bypass adapter allow-list for public source ingest * fix(ingest): honor query history window intent * fix(ingest): hide scan internals from public database ingest * feat(ingest): use foreground view for interactive public ingest * fix(setup): use schema context and query history wording * test(cli): verify unified ingest public output * docs: add unified ingest v1 public output closure plan * fix(setup): forward query history flags * fix(setup): prompt for postgres query history * fix(status): report query history readiness * fix(ingest): remove legacy public guidance * fix(ingest): polish foreground retry copy * docs(examples): use unified query history wording * chore(ingest): finish public query history cleanup * docs: add unified ingest v1 query history status cleanup plan * test(docs): cover unified ingest public docs * docs: align ingest CLI reference with unified UX * docs: update context build guides for unified ingest * docs: update setup and primary source ingest wording * docs: stop advertising adapter-backed example ingest * docs: close unified ingest public docs gaps * docs: add unified ingest v1 docs site closure plan * fix: render unified ingest foreground warnings * fix: explain query history schema order * fix: add public ingest retry guidance * fix: align setup next steps with unified ingest * fix: remove scan wording from demo progress * test: verify unified ingest ux closure * docs: add unified ingest v1 foreground and retry closure plan * fix(cli): preserve query-history pull config in public ingest * fix(cli): omit hidden commands from docs command tree * test(cli): close unified ingest final public surface checks * docs: add unified ingest v1 final public surface closure plan * fix(cli): use public source labels in ingest reports * fix(cli): suppress low-level public ingest output * test(cli): verify unified ingest public plain output * docs: add unified ingest v1 public plain output closure plan * fix(cli): add public ingest copy sanitizers * fix(cli): sanitize public ingest progress copy * fix(cli): rename setup schema scope prompt * docs(plan): add progress copy closure; test: align setup back-nav fixture Adds the iter9 plan and updates the setup back-navigation test fixture to pass disableQueryHistory plus listSchemas/listTables stubs that the unified ingest setup step now requires. * docs(plan): add final ux labels plan with narrowed label scans * fix(cli): aggregate unsupported query-history warnings * fix(cli): align setup database labels * test(cli): fix setup database test type-check * fix(cli): remove primary-source wording from setup output * test(cli): verify unified ingest setup closure * docs(plan): add unified ingest v1 verification copy closure plan * fix(cli): remove top-level scan command * fix(cli): remove legacy ingest and wiki commands * Merge scan into ingest flow * feat(cli): split ingest progress into per-phase rows, rename work units to tasks Each database target in the unified ingest dashboard now renders one row per real subprocess (Schema, then Query history when enabled) instead of a single combined bar. Each phase has its own monotonic 0-100% bar so the progress never snaps back to zero when historic-sql starts after scan completes. Completed phases keep their final bar, summary, and elapsed time visible as an inline audit trail; queued and skipped phases are shown explicitly. Also rename user-facing "work units" / "Failed work units" to "tasks" / "Failed tasks" in ingest output and parseIngestSummary. The parser still accepts the legacy "Work units:" wording in captured output for backward compat. Internal memory-flow event names and type fields are left alone. * Fix test harness failures * Fix CI smoke checks --------- Co-authored-by: Andrey Avtomonov <7889985+andreybavt@users.noreply.github.com>
2026-05-14 01:43:06 +02:00
credentials, embeddings, database connections, context sources, query history,
and agent integration when those values are needed.
## Examples
```bash
# Run the interactive setup wizard
ktx setup
# Run setup for a specific project directory
ktx setup --project-dir ./analytics
# Install agent integration for Claude Code only
ktx setup --agents --target claude-code
# Install agent integration globally for Codex
ktx setup --agents --target codex --global
# Check setup readiness
ktx status
```
## Output
Interactive setup renders prompts and progress messages. Use `ktx status` to
check setup and context readiness after setup exits.
```text
KTX project: /home/user/analytics
Project ready: yes
LLM ready: yes (claude-sonnet-4-6)
Embeddings ready: yes (text-embedding-3-small)
feat: merge ingest and scan * docs: add CLI component reuse guidance * docs: add unified ingest ux design * Refine unified ingest UX design after adversarial review iteration 1 * Refine unified ingest UX design after adversarial review iteration 2 * Refine unified ingest UX design after adversarial review iteration 3 * feat(cli): route public connection ingest command * feat(cli): hide standalone scan from public help * feat(cli): plan public ingest depth and query history * feat(cli): execute public database ingest facets * feat(ingest): read connection query history config * fix(cli): use public ingest wording * fix(config): stop generating ingest adapter allow lists * docs: document public ingest command * test: align ingest surface expectations * docs: add unified ingest public CLI surface plan * feat(cli): preflight deep public ingest readiness * feat(setup): store query history in connection context * feat(setup): store database context depth * feat(setup): verify context readiness by database depth * fix(setup): keep context build foreground only * fix(config): reject reserved ingest connection ids * test: close unified ingest v1 expectations * docs: add unified ingest v1 closure plan * fix(ingest): bypass adapter allow-list for public source ingest * fix(ingest): honor query history window intent * fix(ingest): hide scan internals from public database ingest * feat(ingest): use foreground view for interactive public ingest * fix(setup): use schema context and query history wording * test(cli): verify unified ingest public output * docs: add unified ingest v1 public output closure plan * fix(setup): forward query history flags * fix(setup): prompt for postgres query history * fix(status): report query history readiness * fix(ingest): remove legacy public guidance * fix(ingest): polish foreground retry copy * docs(examples): use unified query history wording * chore(ingest): finish public query history cleanup * docs: add unified ingest v1 query history status cleanup plan * test(docs): cover unified ingest public docs * docs: align ingest CLI reference with unified UX * docs: update context build guides for unified ingest * docs: update setup and primary source ingest wording * docs: stop advertising adapter-backed example ingest * docs: close unified ingest public docs gaps * docs: add unified ingest v1 docs site closure plan * fix: render unified ingest foreground warnings * fix: explain query history schema order * fix: add public ingest retry guidance * fix: align setup next steps with unified ingest * fix: remove scan wording from demo progress * test: verify unified ingest ux closure * docs: add unified ingest v1 foreground and retry closure plan * fix(cli): preserve query-history pull config in public ingest * fix(cli): omit hidden commands from docs command tree * test(cli): close unified ingest final public surface checks * docs: add unified ingest v1 final public surface closure plan * fix(cli): use public source labels in ingest reports * fix(cli): suppress low-level public ingest output * test(cli): verify unified ingest public plain output * docs: add unified ingest v1 public plain output closure plan * fix(cli): add public ingest copy sanitizers * fix(cli): sanitize public ingest progress copy * fix(cli): rename setup schema scope prompt * docs(plan): add progress copy closure; test: align setup back-nav fixture Adds the iter9 plan and updates the setup back-navigation test fixture to pass disableQueryHistory plus listSchemas/listTables stubs that the unified ingest setup step now requires. * docs(plan): add final ux labels plan with narrowed label scans * fix(cli): aggregate unsupported query-history warnings * fix(cli): align setup database labels * test(cli): fix setup database test type-check * fix(cli): remove primary-source wording from setup output * test(cli): verify unified ingest setup closure * docs(plan): add unified ingest v1 verification copy closure plan * fix(cli): remove top-level scan command * fix(cli): remove legacy ingest and wiki commands * Merge scan into ingest flow * feat(cli): split ingest progress into per-phase rows, rename work units to tasks Each database target in the unified ingest dashboard now renders one row per real subprocess (Schema, then Query history when enabled) instead of a single combined bar. Each phase has its own monotonic 0-100% bar so the progress never snaps back to zero when historic-sql starts after scan completes. Completed phases keep their final bar, summary, and elapsed time visible as an inline audit trail; queued and skipped phases are shown explicitly. Also rename user-facing "work units" / "Failed work units" to "tasks" / "Failed tasks" in ingest output and parseIngestSummary. The parser still accepts the legacy "Work units:" wording in captured output for backward compat. Internal memory-flow event names and type fields are left alone. * Fix test harness failures * Fix CI smoke checks --------- Co-authored-by: Andrey Avtomonov <7889985+andreybavt@users.noreply.github.com>
2026-05-14 01:43:06 +02:00
Databases configured: yes (postgres-warehouse)
Context sources configured: yes (dbt-main)
KTX context built: yes
Agent integration ready: yes (codex:project)
```
## Common errors
| Error | Cause | Recovery |
|-------|-------|----------|
| Setup resumes an unexpected project | `KTX_PROJECT_DIR` or nearest `ktx.yaml` points to another directory | Pass `--project-dir <path>` explicitly |
| Health check for model fails | Provider key or model id is invalid | Set the correct environment variable or secret file and rerun setup |
| Setup cannot run in CI | Interactive prompts need a TTY | Run setup interactively before CI, or provide a fixture `ktx.yaml` for automated tests |
2026-05-12 23:51:46 +02:00
| Agent integration missing | Setup skipped the agents step | Run `ktx setup --agents --target <target>` |