agnes-the-ai-analyst/docs/agent-workspace-prompt.md

Agent Workspace Prompt

The agent workspace prompt is the CLAUDE.md file written to each analyst's workspace by da analyst setup. It gives Claude Code context about the connected instance: available tables (RBAC-filtered), business metrics, installed plugins, and operational rules for the analyst.

When is CLAUDE.md written?

da analyst setup fetches GET /api/welcome and writes the rendered markdown to <workspace>/CLAUDE.md on every run (including --force re-initialisation).

To skip writing CLAUDE.md:

da analyst setup --server-url https://agnes.example.com --no-claude-md

Analysts who ran setup while CLAUDE.md generation was temporarily absent will have their file written on the next da analyst setup run. Any existing CLAUDE.md is overwritten with the current server template.

The companion CLAUDE.local.md (at .claude/CLAUDE.local.md) is never overwritten — it is the analyst's personal customisation space.

Editing the template

Admins configure the template via:

• Admin UI: /admin/workspace-prompt — Jinja2 markdown editor with a placeholder cheatsheet, live preview (rendered against the calling admin's RBAC context), and save/reset actions.
• REST API:
  • GET /api/admin/workspace-prompt-template — returns {content, default, updated_at, updated_by}. content is null when no override is set; default is always the live rendered default.
  • PUT /api/admin/workspace-prompt-template with body {"content": "..."} — validates Jinja2 syntax against two stubs (authenticated user, minimal user) before persisting. Returns 400 on syntax errors or unknown placeholders.
  • DELETE /api/admin/workspace-prompt-template — clears the override; reverts to the rich default template from config/claude_md_template.txt.
  • POST /api/admin/workspace-prompt-template/preview with body {"content": "..."} — renders arbitrary content against the calling admin's live RBAC context without persisting. Used by the editor's Preview button.

The override lives in system.duckdb (table claude_md_template, singleton row id=1). DELETE NULLs content; audit trail (updated_at, updated_by) is preserved.

Default template

The default template is config/claude_md_template.txt (Jinja2 markdown). When no admin override is set, this file is rendered for every GET /api/welcome request. Operators can customise it per-instance via the UI — or ship a modified default by editing the file before deployment.

Template language

Jinja2 with autoescape=False and StrictUndefined. Autoescape is off because the rendered output is markdown, not HTML. StrictUndefined means any typo in a placeholder name raises an error at PUT validation time, so the admin is notified immediately.

Available placeholders

Placeholder	Type	Notes
instance.name	string	instance.name from instance.yaml
instance.subtitle	string	instance.subtitle from instance.yaml
server.url	string	Full server URL at render time
server.hostname	string	Host part only
sync_interval	string	e.g. "1h" from instance.yaml
data_source.type	string	keboola, bigquery, or local
tables	list[dict]	RBAC-filtered list of {name, description, query_mode}
metrics.count	int	Total metric definitions in DB
metrics.categories	list[str]	Sorted unique category names
marketplaces	list[dict]	RBAC-filtered {slug, name, plugins:[{name}]}
user.id	string	Analyst user ID
user.email	string	Analyst email
user.name	string	Analyst display name
user.is_admin	bool	Whether the user is in the Admin group
user.groups	list[str]	User's group names
now	datetime (UTC, tz-aware)	Server time at render
today	string (YYYY-MM-DD)	Server date

Example: iterating tables

## Available Datasets
{% for t in tables -%}
- `{{ t.name }}`{% if t.description %} — {{ t.description }}{% endif %}
{% else -%}
- _No tables registered yet._
{% endfor %}

Example: conditional marketplace section

{% if marketplaces %}
## Plugins
{% for mp in marketplaces %}
- **{{ mp.name }}**: {{ mp.plugins | map(attribute="name") | join(", ") }}
{% endfor %}
{% endif %}

Resetting to the built-in default

Click Reset to default in the admin UI, or call DELETE /api/admin/workspace-prompt-template. The next analyst who runs da analyst setup will receive the rich default template from config/claude_md_template.txt.