{% extends "base.html" %} {% block title %}Agent Setup Prompt — {{ config.INSTANCE_NAME }}{% endblock %} {% block content %}

Agent Setup Prompt

Customise the CLAUDE.md generated for analysts on da analyst setup.

{% if is_override %} Override active {% else %} Using default {% endif %}

Edit the template below to customise onboarding instructions for analysts on this instance. Leave empty or click Reset to default to revert to the OSS-shipped template. The override is rendered server-side — placeholders like {{ "{{ user.name }}" }} are substituted at delivery time.

Available placeholders
{{ "{{ instance.name }}" }} — instance display name {{ "{{ instance.subtitle }}" }} — operator name {{ "{{ server.url }}" }} — full server URL {{ "{{ server.hostname }}" }} — host part {{ "{{ sync_interval }}" }} — refresh cadence (instance.yaml) {{ "{{ data_source.type }}" }} — keboola | bigquery | local {{ "{{ tables }}" }} — list of {name, description, query_mode} {{ "{{ metrics.count }}" }}, {{ "{{ metrics.categories }}" }} {{ "{{ marketplaces }}" }} — RBAC-filtered list of {slug, name, plugins[]} {{ "{{ user.email }}" }}, {{ "{{ user.name }}" }}, {{ "{{ user.is_admin }}" }}, {{ "{{ user.groups }}" }} {{ "{{ now }}" }}, {{ "{{ today }}" }}

Live preview

(rendering…)
{% endblock %}