Customize the CLAUDE.md Claude Code reads when it opens the analyst workspace.
{% if is_override %}
Override active
{% else %}
Using default
{% endif %}
Default: a rich markdown briefing about Agnes commands, registered tables
(RBAC-filtered for the calling analyst), available metrics, and marketplace plugins.
Written to CLAUDE.md in the analyst workspace at da analyst setup time.
Use --no-claude-md to skip writing it.
Template engine: Jinja2 with StrictUndefined — unknown placeholders
raise an error at save time. Use {{ "{% if user.is_admin %}" }}…{{ "{% endif %}" }}
to guard admin-only context.
Available Jinja2 placeholders
{{ "{{ instance.name }}" }} — instance display name
{{ "{{ instance.subtitle }}" }} — operator / org name
{{ "{{ server.url }}" }} — full server URL
{{ "{{ server.hostname }}" }} — host part only
{{ "{{ sync_interval }}" }} — e.g. "1h"
{{ "{{ data_source.type }}" }} — keboola | bigquery | local
{{ "{{ tables }}" }} — list of {name, description, query_mode}
{{ "{% for t in tables %}" }} {{ "{{ t.name }}" }}, {{ "{{ t.description }}" }}, {{ "{{ t.query_mode }}" }} {{ "{% endfor %}" }}
{{ "{{ metrics.count }}" }} — total number of metrics
{{ "{{ metrics.categories }}" }} — list of category names
{{ "{{ marketplaces }}" }} — list of {slug, name, plugins:[{name}]}
{{ "{% for mp in marketplaces %}" }} {{ "{{ mp.name }}" }}, {{ "{{ mp.slug }}" }}, {{ "{{ mp.plugins }}" }} {{ "{% endfor %}" }}
{{ "{{ user.id }}" }}, {{ "{{ user.email }}" }}, {{ "{{ user.name }}" }}
{{ "{{ user.is_admin }}" }}, {{ "{{ user.groups }}" }}
{{ "{{ now }}" }} — tz-aware UTC datetime
{{ "{{ today }}" }} — ISO date string e.g. "2026-01-01"
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Reset to default?
Your override will be permanently removed. The rich default CLAUDE.md briefing will be written to analyst workspaces instead. This cannot be undone.