docs: revamp resource and integration sections (#104)

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@ -7,7 +7,46 @@ KTX integrates with coding agents through CLI skills and command files. These
files teach agents to call public `ktx` commands directly from the terminal for
semantic-layer context and wiki knowledge.
Run `ktx setup` and select your agent targets, or configure manually using the snippets below.
Run `ktx setup` and select your agent targets, or configure manually using the
snippets below. Setup pins generated skill files to the KTX CLI path that
created them, so agents do not need `ktx` on `PATH`.
## Install with setup
```bash
ktx setup --agents
```
Use `--target` for one target:
```bash
ktx setup --agents --target codex
```
Use `--global` only with `claude-code` or `codex`:
```bash
ktx setup --agents --target claude-code --global
ktx setup --agents --target codex --global
```
KTX records installed files in `.ktx/agents/install-manifest.json`. That
manifest lets status checks report agent readiness and lets future cleanup
remove only files KTX installed.
## Generated files
| Target | Project-scoped files | Global files |
|--------|----------------------|--------------|
| Claude Code | `.claude/skills/ktx/SKILL.md`, `.claude/rules/ktx.md` | `~/.claude/skills/ktx/SKILL.md`, `~/.claude/rules/ktx.md` |
| Codex | `.agents/skills/ktx/SKILL.md`, `.codex/instructions/ktx.md` | `$CODEX_HOME/skills/ktx/SKILL.md`, `$CODEX_HOME/instructions/ktx.md` |
| Cursor | `.cursor/rules/ktx.mdc` | Not supported |
| OpenCode | `.opencode/commands/ktx.md` | Not supported |
| Universal `.agents` | `.agents/skills/ktx/SKILL.md` | Not supported |
Skill files list pinned `ktx` commands. Rule files tell the agent when KTX is
appropriate, such as data schemas, metrics, dimensions, database structure, and
SQL questions.
## Claude Code
@ -15,11 +54,12 @@ Run `ktx setup` and select your agent targets, or configure manually using the s
During setup, select **Claude Code** from the agent targets. KTX writes:
| Mode | File |
|------|------|
| CLI skills | `.claude/skills/ktx/SKILL.md` |
| Scope | Files |
|-------|-------|
| Project | `.claude/skills/ktx/SKILL.md`, `.claude/rules/ktx.md` |
| Global | `~/.claude/skills/ktx/SKILL.md`, `~/.claude/rules/ktx.md` |
Both project-scoped and global installations are supported. Global installs write to `~/.claude/skills/ktx/SKILL.md`.
Both project-scoped and global installations are supported.
### Manual CLI skills configuration
@ -42,6 +82,7 @@ Available commands:
### Workflow tips
- Claude Code discovers skills automatically from `.claude/skills/`.
- Claude rules in `.claude/rules/` tell Claude when KTX should be used.
- Global installation makes KTX available in all projects without per-project setup.
- Keep generated skills committed only when your team wants project-local agent instructions in git.
@ -76,11 +117,13 @@ Create `.cursor/rules/ktx.mdc` with the same content structure as the Claude Cod
During setup, select **Codex** from the agent targets. KTX writes:
| Mode | File |
|------|------|
| CLI skills | `.agents/skills/ktx/SKILL.md` |
| Scope | Files |
|-------|-------|
| Project | `.agents/skills/ktx/SKILL.md`, `.codex/instructions/ktx.md` |
| Global | `$CODEX_HOME/skills/ktx/SKILL.md`, `$CODEX_HOME/instructions/ktx.md` |
Both project-scoped and global installations are supported. Global installs write to `$CODEX_HOME/skills/ktx/SKILL.md` (defaults to `~/.codex/skills/ktx/SKILL.md`).
Both project-scoped and global installations are supported. `CODEX_HOME`
defaults to `~/.codex`.
### Manual CLI skills configuration
@ -90,6 +133,7 @@ Create `.agents/skills/ktx/SKILL.md` with the same content structure as Claude C
- Set `CODEX_HOME` to customize the global installation directory.
- Codex shares the `.agents/` directory structure with the universal format.
- Codex instructions in `.codex/instructions/` tell Codex when KTX should be used.
- Global installation makes KTX available across all Codex sessions.
---
@ -143,4 +187,5 @@ All supported agent clients call the same KTX CLI commands:
|---|---|---|---|---|
| CLI skills | Yes | Yes (.mdc) | Yes | Yes |
| Global install | Yes | No | Yes | No |
| Config location | `.claude/skills/ktx/SKILL.md` | `.cursor/rules/ktx.mdc` | `.agents/skills/ktx/SKILL.md` | `.opencode/commands/ktx.md` |
| Rule or instruction file | `.claude/rules/ktx.md` | `.cursor/rules/ktx.mdc` | `.codex/instructions/ktx.md` | `.opencode/commands/ktx.md` |
| Skill file | `.claude/skills/ktx/SKILL.md` | Not separate | `.agents/skills/ktx/SKILL.md` | Not separate |

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@ -0,0 +1,70 @@
---
title: Integrations
description: Connect KTX to warehouses, analytics tools, and coding agents.
---
KTX integrations bring trusted context into an analytics project and make that
context available to coding agents through the CLI. Start with `ktx setup` when
you want the guided flow, then use the integration reference pages for exact
configuration fields, generated files, and manual setup.
## Integration types
| Type | What it connects | Start here |
|------|------------------|------------|
| Primary sources | Warehouses and databases that KTX scans for schemas, constraints, row counts, and optional query history | [Primary Sources](/docs/integrations/primary-sources) |
| Context sources | Existing analytics and knowledge tools such as dbt, MetricFlow, LookML, Metabase, Looker, and Notion | [Context Sources](/docs/integrations/context-sources) |
| Agent clients | Claude Code, Codex, Cursor, OpenCode, and universal `.agents` consumers | [Agent Clients](/docs/integrations/agent-clients) |
## Recommended setup flow
Use this order for a new project:
1. Run `ktx setup` from the analytics project directory.
2. Configure an LLM backend and embeddings so KTX can enrich and search context.
3. Add at least one primary source connection.
4. Add optional context sources that describe the same warehouse or business domain.
5. Build context during setup, or run `ktx ingest <connectionId>` later.
6. Install agent integration with `ktx setup --agents` when the context is ready.
For repeatable setup, pass `--project-dir`, `--no-input`, and the relevant
automation flags documented in [`ktx setup`](/docs/cli-reference/ktx-setup).
## What setup writes
| Path | Purpose |
|------|---------|
| `ktx.yaml` | Main project configuration for providers, embeddings, connections, source mappings, query history, and setup state |
| `.ktx/secrets/*` | Local file-backed secrets when you choose file references during setup |
| `semantic-layer/<connection-id>/` | YAML semantic sources generated by database and source ingestion |
| `wiki/` | Markdown business context, definitions, and ingested knowledge |
| `.ktx/agents/install-manifest.json` | Manifest of agent integration files installed by `ktx setup --agents` |
| Agent client files | Skills, rules, or commands that teach agents when and how to call KTX |
## Common commands
```bash
# Start or resume the guided flow
ktx setup
# Add or refresh every configured integration
ktx ingest --all
# Refresh one configured warehouse, source, or knowledge integration
ktx ingest warehouse
# Install one project-scoped agent target
ktx setup --agents --target codex
# Check whether integrations are ready
ktx status
```
## Choosing docs
Read [Primary Sources](/docs/integrations/primary-sources) when you need
database driver fields, authentication formats, query history support, or
warehouse-specific notes. Read [Context Sources](/docs/integrations/context-sources)
when you need source adapter fields, repository authentication, BI tool mapping,
or Notion crawl options. Read [Agent Clients](/docs/integrations/agent-clients)
when you need generated file locations or manual agent configuration.

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@ -1,5 +1,5 @@
{
"title": "Integrations",
"defaultOpen": true,
"pages": ["primary-sources", "context-sources", "agent-clients"]
"pages": ["index", "primary-sources", "context-sources", "agent-clients"]
}