agnes-the-ai-analyst/config/claude_md_template.txt

{# Default analyst-onboarding workspace prompt for "agnes init".
   Rendered server-side by src/claude_md.py. Edit this file to change
   the OSS default; admins override per-instance via /admin/workspace-prompt.

   Available context (see docs/agent-workspace-prompt.md for the full reference):
     instance.name, instance.subtitle
     server.url, server.hostname
     sync_interval                — string from instance.yaml
     data_source.type             — keboola | bigquery | local
     tables                       — list of {name, description, query_mode}
     metrics.count, metrics.categories
     marketplaces                 — list of {slug, name, plugins:[{name}]}
     user.id, user.email, user.name, user.is_admin, user.groups
     now, today                   — datetime / date string
#}
# {{ instance.name }} — AI Data Analyst

This workspace is connected to {{ server.url }}.
{% if instance.subtitle %}Operated by **{{ instance.subtitle }}**.{% endif %}

> Looking for human-readable workspace docs? Open `AGNES_WORKSPACE.md` in this directory — that file documents what `agnes init` installed, where files live, and how to uninstall.

## Rules
- Before computing any business metric: run `agnes catalog --metrics --show <category>/<name>`
- **For canonical table list with query modes: `agnes catalog`.** Treat `agnes catalog` as source of truth (covers all `query_mode` values: `local`, `remote`, `materialized`).
- Do not use DESCRIBE/SHOW COLUMNS — use `agnes schema <table>` instead
- Sync data regularly with `agnes pull`
- **Personal customizations go in `.claude/CLAUDE.local.md`, NOT here.** This file is regenerated by `agnes init --force`; edits here will be lost. CLAUDE.local.md is preserved across regeneration and uploaded on `agnes push`.

## Metrics Workflow
1. `agnes catalog --metrics` — list registered metrics + categories
2. `agnes catalog --metrics --show <category>/<name>` — read the canonical SQL + business rules
3. Adapt the canonical SQL; never invent metric calculations

## Data Sync
- `agnes pull` — download current data from server
- `agnes push` — upload sessions and local notes to server
- Data on the server refreshes every {{ sync_interval }}

## Private sessions

If a Claude Code session covers something you do **not** want uploaded
to the Agnes server (sensitive PII walk-through, exploratory work that
shouldn't shape org-wide context, etc.), mark it private:

- Run `/agnes-private` from inside the session — the deterministic
  `!`-prefix bash adds the current `CLAUDE_CODE_SESSION_ID` to
  `<workspace>/.claude/agnes-sessions-private.txt`. Subsequent
  `agnes push` runs skip its transcript and audit-log the skip to
  `<workspace>/.claude/agnes-sessions-private-skipped.txt`.
- The Claude Code statusbar shows `🔒 agnes-private` while you are
  in a private session, so the marking is visible at a glance.
- Marking before `capture-session` fires (the SessionStart hook that
  queues the transcript) means the session never enters the upload
  queue at all; marking after it fires is also safe — the push-side
  re-check on the private list is the authoritative filter.

## Discovering tables — never enumerate from memory

Tables, columns, sizes, descriptions, and `query_mode` change as admins
register / migrate / drop entries. Always re-discover from the live server,
never from this file or your training data:

```
agnes catalog --json                                     # all tables: id, query_mode, sql_flavor,
                                                          # where_examples, fetch_via, rough_size_hint, description
agnes catalog --json | jq '.tables[] | select(.id=="<id>")'   # single table — read its description in full BEFORE writing any SQL
agnes schema <table>                                     # columns + types in the right SQL dialect
agnes describe <table> -n 5                              # sample rows (local + materialized only)
```

The `description` field on each catalog row is the **authoritative
business-rules text** for that table — it carries grain, partition
column, join contracts, and column-level gotchas. Re-read it from the
live `agnes catalog` for every cross-table decision; do **not** copy
it into this workspace `CLAUDE.md` (it's a snapshot that goes stale,
and `agnes init` will overwrite local edits — put personal notes into
`.claude/CLAUDE.local.md` instead). The CLI is the source of truth.

`rough_size_hint` is server-populated for `local` and `materialized` tables
(`small` ≤100 MiB, `medium` ≤1 GiB, `large` ≤10 GiB, `very_large` >10 GiB) and
`null` for `remote` rows. When `null`, treat the table as potentially large
and use `agnes snapshot create --estimate` to size-check before fetching.

{% if marketplaces -%}
## Agnes Marketplace — plugins available to you

These plugins reach Claude Code through the per-user **`agnes`** marketplace
served by this server (an aggregated, RBAC-filtered view of the upstream
marketplaces below). When you install or invoke one of these plugins inside
Claude Code, address it as `<plugin>@agnes` regardless of which upstream it
came from — e.g. `claude plugin install <plugin>@agnes`. The
`agnes refresh-marketplace` command (run by the SessionStart hook every
session) keeps the local clone in sync.

Upstream marketplaces folded into your `agnes` view:
{% for mp in marketplaces -%}
- **{{ mp.name }}** ({{ mp.slug }}): {{ mp.plugins | map(attribute="name") | join(", ") }}
{% endfor %}
{% endif -%}

## Remote Queries (BigQuery) — when data isn't on the laptop

Not every table is synced. Tables registered with `query_mode: "remote"` live in
BigQuery, accessed server-side via DuckDB's BQ extension — no parquet on disk.
Tables you don't see in `server/parquet/` may still be queryable.

### Discovery first — read `agnes catalog --json` BEFORE every cross-table decision

`agnes catalog --json` returns one row per table with these fields. Use them; don't guess:

| Field | What it tells you | How to use it |
|---|---|---|
| `query_mode` | `local` (parquet on laptop) / `remote` (BQ on demand) / `materialized` (synced parquet of a BQ result) | Picks the tool — see decision tree below |
| `source_type` | `keboola` / `bigquery` / `jira` | Determines SQL dialect |
| `sql_flavor` | `duckdb` for local sources, `bigquery` for `--remote` queries on BQ rows | What syntax `--where` expects |
| `where_examples` | 1–3 example WHERE predicates that are valid for this table's dialect | Copy as starting point for `--where` |
| `fetch_via` | Pre-formatted `agnes snapshot create …` template for this table | The canonical "how do I get a slice of this table" command |
| `rough_size_hint` | Coarse size hint (`small` / `medium` / `large` or null when unknown) | Bigger than `medium` → never `agnes query --remote` without a tight `--where`; use `agnes snapshot create` |

```
agnes catalog --json                              # full structured view (use this in scripts)
agnes catalog                                     # human-readable summary
agnes schema <table>                              # columns + types (BIGQUERY/DUCKDB dialect printed in header)
agnes describe <table> -n 5                       # sample rows (works on local & materialized only)
```

### Decision tree — pick the right tool BEFORE writing SQL

```
                       ┌─ local        → agnes query "SELECT ..."
agnes catalog →   ─────┤
query_mode of <table>  ├─ materialized → agnes query (parquet was synced by agnes pull)
                       │                 (if missing locally, run `agnes pull` first)
                       │
                       └─ remote       → choose by table size + query shape:
                                          - one cheap probe (COUNT, schema-confirm, single agg ≤200s)
                                              → agnes query --remote "..."
                                          - repeated questions on same slice / large scan
                                              → agnes snapshot create <table> --select ... --where ... --as <name>
                                                then agnes query "SELECT ... FROM <name>"
                                          - join with a local table
                                              → agnes snapshot create <remote-table> --select ... --where ... --as <name>,
                                                then agnes query "SELECT ... FROM <local_table> JOIN <name> ..."
```

### Two patterns for `query_mode: "remote"` tables

| Pattern | Tool | Use when |
|---------|------|----------|
| **`agnes snapshot create`** (preferred) | materializes a filtered subset locally → query the snapshot | repeated questions on same slice, OR joining a remote table with a local one (snapshot the remote side, join locally) |
| **`agnes query --remote`** | one-shot, server-side execution against BigQuery (works for BASE TABLE rows directly + VIEW/MATERIALIZED_VIEW rows via the BQ jobs API; cost-guarded by a 5 GiB scan cap configurable in /admin/server-config) | single aggregate / cheap probe |

### Common mistakes — avoid on first try

- **`--estimate` is on `agnes snapshot create` ONLY.** Do NOT pass it to `agnes query` — fails with `No such option: --estimate`. The estimate flow is a snapshot-creation cost gate, not a query primitive.
- **Old `agnes fetch` / `da fetch` / `da query` references in stale docs** — the CLI is `agnes`; `agnes fetch` was renamed to `agnes snapshot create`. If you see those names, translate before running.
- **Don't attempt personal GCP auth** if a BQ query fails with permission errors. BQ access uses the **server's service account**, not your Google identity — escalate to admin instead.
- **Don't `agnes query --remote "SELECT * FROM <large_table>"`** without a `--where`. Even if the scan-byte gate refuses, you've wasted the round-trip; gate yourself first by reading `rough_size_hint` and `where_examples` from `agnes catalog --json`.

### Failure-mode dictionary — what each error means + the right response

| Error wording (substring) | Cause | Response |
|---|---|---|
| `Binder Error: Query execution exceeded the timeout. Job ID: ...` | BQ-side query took >~200 s wall-clock; the DuckDB BQ extension's `bq_query_timeout_ms` (default 90 s, server may bump to 600 s) elapsed | Narrow `--where` (especially partition column), drop unused columns from `--select`, or switch to `agnes snapshot create` to materialise once + query locally |
| `HTTP 400: remote_scan_too_large` | Server's `bq_max_scan_bytes` cost gate refused the query (default 5 GiB) | Tighten `--where`; consider `agnes snapshot create` so the cost is paid once, then local queries are free |
| `HTTP 401: ... unauthorized` | PAT expired or wrong | `agnes init --server-url ... --token <new-PAT>`; re-mint via the dashboard's "Personal Access Tokens" page |
| `HTTP 403: cross_project_forbidden` (with `serviceusage` mention) | Server SA lacks `serviceusage.services.use` on the BQ data project | Escalate to admin to set `data_source.bigquery.billing_project`; do NOT try personal auth |
| `ReadTimeout` (client-side) on `agnes query --remote` | CLI is older than 0.35.1 (had 30 s default) | `agnes --version`; if <0.35.1, upgrade with `uv tool install --force <wheel-from-server>` (the URL is in the `[update]` banner that prints on every command). Then retry. |
| `unknown columns: [...]` from `agnes snapshot create` | `--select` lists columns that don't exist | Run `agnes schema <table>` and copy column names verbatim |

### Cost discipline — every BQ query bills bytes scanned

A naive `SELECT * FROM <large_table>` can cost real money. ALWAYS:
- filter via `--where` on the partition column (typically a date) — read `where_examples` in `agnes catalog --json`
- list specific columns in `--select` — column-store BQ skips the rest
- run `--estimate` first (only valid on `agnes snapshot create`) when the table is partitioned/clustered or when `rough_size_hint` is unknown

### `agnes snapshot create` discipline

```
# 1. ESTIMATE first — refuses to fetch without knowing the cost
agnes snapshot create <table> --select col1,col2 --where "date >= DATE_SUB(CURRENT_DATE(), INTERVAL 30 DAY)" --estimate

# 2. If reasonable, fetch as a named snapshot
agnes snapshot create <table> --select col1,col2 --where "..." --as my_recent

# 3. Query the local snapshot
agnes query "SELECT col1, COUNT(*) FROM my_recent GROUP BY 1"

# 4. List + drop snapshots when done
agnes snapshot list
agnes snapshot drop my_recent
```

Rules of thumb:
- ALWAYS list specific columns in `--select`. Avoid implicit SELECT *.
- ALWAYS include a `--where` for remote tables; otherwise add `--limit`.
- ALWAYS run `--estimate` first when the table is `partition_by` / `clustered_by`
  per `agnes schema`, or could plausibly exceed 1 GB local bytes.
- Reuse snapshots across questions in the same conversation — `agnes snapshot list`
  before fetching.

### Snapshot freshness — when to refresh

Snapshots are point-in-time copies. They go stale as the source data updates (most BQ tables refresh daily; check `sync_schedule` per `agnes catalog`). For each new conversation:

```
agnes snapshot list                            # see existing snapshots + their ages
agnes snapshot drop my_recent                  # drop stale ones
agnes snapshot create <table> --select ... --where ... --as my_recent   # re-fetch
```

If the question is time-sensitive (e.g. "today's orders"), assume any snapshot older than the table's `sync_schedule` is stale and refresh.

### Hybrid query example — local + remote in one query

To join a local table with remote BigQuery data: `agnes snapshot create` a
filtered slice of the remote table, then query the local join. Snapshot the
remote side aggressively (WHERE + only the columns you need) so the cached
parquet stays under ~100 MB; the join itself runs locally over the snapshot
+ the existing local table.

```
# 1. snapshot the remote side, narrow + aggregated
agnes snapshot create web_sessions \
    --select date,country,views \
    --where "date >= DATE_SUB(CURRENT_DATE(), INTERVAL 30 DAY)" \
    --as traffic

# 2. local join (orders is a local table, traffic is the snapshot from step 1)
agnes query "SELECT o.date, o.country, o.revenue, t.views,
                    o.revenue / NULLIF(t.views, 0) AS rev_per_view
             FROM orders o
             JOIN traffic t ON o.date = t.date AND o.country = t.country
             ORDER BY 1 DESC"
```

If the remote side is too big to snapshot even after filtering, push the
whole join server-side: `agnes query --remote "<SQL>"` runs on the server
where local tables and remote tables are already in the same DuckDB
session.

### BigQuery SQL flavor for `--where`

Source-typed `bigquery` tables use BigQuery dialect, not DuckDB:

- Date literal: `DATE '2026-01-01'`
- Timestamp literal: `TIMESTAMP '2026-01-01 00:00:00 UTC'`
- Now: `CURRENT_DATE()`, `CURRENT_TIMESTAMP()`
- Date arithmetic: `DATE_SUB(CURRENT_DATE(), INTERVAL 30 DAY)`
- Regex: `REGEXP_CONTAINS(col, r'pattern')` (raw string!)
- Cast: `CAST(x AS INT64)` (NOT `INT`)

### When the table you want isn't in `agnes catalog`

The table may exist in BigQuery but not be registered with Agnes yet. Tell the user the table isn't registered and ask an admin to register it with `query_mode: "remote"` so it shows up in `agnes catalog` and supports `agnes snapshot create` / `agnes query --remote`. Direct `bq."<dataset>"."<table>"` paths are registry-gated server-side (403 `bq_path_not_registered`) — there's no analyst-side workaround for an unregistered table; registration is the right path.

### Deeper guidance

For the full protocol, including snapshot hygiene and when NOT to use
`agnes snapshot create`, run:

```
agnes skills show agnes-data-querying
```

## Corporate Memory

Rules injected by `agnes pull` from the server's corporate knowledge base live in `.claude/rules/km_*.md`. They are automatically loaded by Claude Code on every session start.

- `km_<id>.md` — mandatory rules (always enforced)
- `km_approved.md` — approved guidance (confidence × recency ranked)

Run `agnes pull` to refresh. Rules are pruned automatically when items are revoked.

## Directory Structure
- `server/parquet/*.parquet` — synced table data (RBAC-filtered subset for you)
- `user/duckdb/analytics.duckdb` — local analytics DuckDB views — what `agnes query` reads
- `user/snapshots/*.parquet` — ad-hoc materialized snapshots from `agnes snapshot create`
- `user/sessions/*.jsonl` — Claude Code session logs (uploaded on `agnes push`)
- `.claude/CLAUDE.local.md` — your personal notes + workspace customizations. **Never overwritten by `agnes init --force`.** Uploaded to the server on `agnes push`. Put any local-only Claude instructions, project-specific reminders, or temporary notes here — NOT in CLAUDE.md (this file is regenerated from a template).

_Hello {{ user.name or user.email }} — generated {{ today }}._