---
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 |
| `--new` | Create a new KTX project before setup | `false` |
| `--existing` | Use an existing KTX project | `false` |
| `--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`) | — |
| `--agent-scope <scope>` | Agent install scope (`project` or `global`) | `project` |
| `--project` | Install agent integration into the project scope | `false` |
| `--global` | Install agent integration into the global target scope (Claude Code and Codex only) | `false` |
| `--skip-agents` | Leave agent integration incomplete for now | `false` |

### LLM Configuration

| Flag | Description | Default |
|------|-------------|---------|
| `--anthropic-api-key-env <name>` | Environment variable containing the Anthropic API key | — |
| `--anthropic-api-key-file <path>` | File containing the Anthropic API key | — |
| `--anthropic-model <model>` | Anthropic model ID to validate and save | — |
| `--skip-llm` | Leave LLM setup incomplete for now | `false` |

### Embedding Configuration

| Flag | Description | Default |
|------|-------------|---------|
| `--embedding-backend <backend>` | Embedding backend (`openai` or `sentence-transformers`) | — |
| `--embedding-api-key-env <name>` | Environment variable containing the embedding provider API key | — |
| `--embedding-api-key-file <path>` | File containing the embedding provider API key | — |
| `--skip-embeddings` | Leave embedding setup incomplete for now | `false` |

### Database Configuration

| Flag | Description | Default |
|------|-------------|---------|
| `--database <driver>` | Database driver to configure; repeatable (`sqlite`, `postgres`, `mysql`, `clickhouse`, `sqlserver`, `bigquery`, `snowflake`) | — |
| `--database-connection-id <id>` | Existing or new connection id; repeatable | — |
| `--new-database-connection-id <id>` | Connection id for one new database connection | — |
| `--database-url <url>` | URL, `env:NAME`, or `file:/path` for one new URL-style database connection | — |
| `--database-schema <schema>` | Database schema to include; repeatable | — |
| `--skip-databases` | Leave database setup incomplete | `false` |

### Query history

| Flag | Description | Default |
|------|-------------|---------|
| `--enable-query-history` | Enable query history when the selected database supports it | `false` |
| `--disable-query-history` | Disable query history for the selected database | `false` |
| `--query-history-window-days <number>` | Query-history lookback window in days | — |
| `--query-history-min-executions <number>` | Minimum executions for a query-history template | — |
| `--query-history-service-account-pattern <pattern>` | Query-history service-account regex; repeatable | — |
| `--query-history-redaction-pattern <pattern>` | Query-history SQL-literal redaction regex; repeatable | — |

### Context Source Configuration

| Flag | Description | Default |
|------|-------------|---------|
| `--source <type>` | Source connector type (`dbt`, `metricflow`, `metabase`, `looker`, `lookml`, `notion`) | — |
| `--source-connection-id <id>` | Connection id for source setup | — |
| `--source-path <path>` | Local source path for dbt, MetricFlow, or LookML | — |
| `--source-git-url <url>` | Git URL for dbt, MetricFlow, or LookML | — |
| `--source-branch <branch>` | Git branch for source setup | — |
| `--source-subpath <path>` | Repo subpath for source setup | — |
| `--source-auth-token-ref <ref>` | `env:` or `file:` credential ref for source repo auth | — |
| `--source-url <url>` | Source service URL for Metabase or Looker | — |
| `--source-api-key-ref <ref>` | `env:` or `file:` API key ref for Metabase or Notion | — |
| `--source-client-id <id>` | Looker client id | — |
| `--source-client-secret-ref <ref>` | `env:` or `file:` Looker client secret ref | — |
| `--source-warehouse-connection-id <id>` | Mapped warehouse connection id | — |
| `--source-project-name <name>` | dbt project name override | — |
| `--source-profiles-path <path>` | dbt profiles path | — |
| `--source-target <target>` | dbt target or source-specific mapping target | — |
| `--metabase-database-id <id>` | Metabase database id to map | — |
| `--notion-crawl-mode <mode>` | Notion crawl mode (`all_accessible` or `selected_roots`) | — |
| `--notion-root-page-id <id>` | Notion root page id; repeatable | — |
| `--skip-initial-source-ingest` | Validate source setup without building source context during setup | `false` |
| `--skip-sources` | Mark optional source setup complete with no sources | `false` |

## Examples

```bash
# Run the interactive setup wizard
ktx setup

# Create a new project and run setup
ktx setup --new

# Resume setup in an existing project
ktx setup --existing

# Non-interactive setup with Anthropic key from environment
ktx setup --yes --anthropic-api-key-env ANTHROPIC_API_KEY

# Set up a Postgres connection
ktx setup --database postgres --database-url "env:DATABASE_URL"

# 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

# Add a dbt source from a local path
ktx setup --source dbt --source-path ./my-dbt-project

# Skip optional steps for a minimal setup
ktx setup --skip-sources --skip-agents

# 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)
Primary sources 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 | Use `--yes --no-input` with explicit flags for required values |
| Agent integration missing | Setup skipped the agents step | Run `ktx setup --agents --target <target>` |
