AI-Cognitive-Leap/agnes-the-ai-analyst
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agnes-the-ai-analyst/cli/skills/setup.md
ZdenekSrotyr 1563b05f2e refactor(cli): hard-cutover env vars + config dir to AGNES_* 
Task 0.5 of clean-analyst-bootstrap. Greenfield rewrite — no fallback,
no aliases. Existing dev environments lose their cached PAT and must
re-authenticate.

Env var renames (hard cutover):
- DA_CONFIG_DIR    -> AGNES_CONFIG_DIR
- DA_SERVER        -> AGNES_SERVER
- DA_SERVER_URL    -> AGNES_SERVER_URL  (test-only stale ref, not in spec)
- DA_NO_UPDATE_CHECK -> AGNES_NO_UPDATE_CHECK
- DA_LOCAL_DIR     -> AGNES_LOCAL_DIR
- DA_TOKEN         -> AGNES_TOKEN
- DA_STREAM_RETRIES -> AGNES_STREAM_RETRIES

Config dir rename: ~/.config/da/ -> ~/.config/agnes/ (across code,
comments, docstrings, error messages, install templates, dev scripts).

Stale `da X` references in CLI source (and adjacent app/, tests/):
swept docstrings, comments, help text, and error messages where the
verb survives the rewrite (init, pull, push, catalog, status, diagnose,
auth, admin, skills, query, schema, describe, explore, disk-info,
snapshot, login, logout, whoami, server, setup) and replaced `da X`
with `agnes X`. Intentionally kept `da sync`, `da fetch`, `da analyst`,
`da metrics` — those verbs are removed in later tasks; the legacy
strings will be detected by `_LEGACY_STRINGS` (added in Task 2).

Test fixes:
- TestCLIVersion now asserts output starts with `agnes ` (was `da `).

Test results: 2675 passed, 25 skipped (full pytest run, excluding 9
pre-existing test_db.py / test_user_management.py / test_e2e_extract.py
/ test_cli_binary_rename.py failures unrelated to this rename).
2026-05-04 16:35:44 +02:00

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Setup — Complete guide for deploying a new instance

Prerequisites

  • Docker and Docker Compose installed
  • Domain name pointing to server IP (for SSL)
  • Data source credentials (Keboola token OR BigQuery service account)

Steps

  1. Clone the repository:

    git clone <repo-url>
cd data-analyst

  2. Create configuration:

    cp config/instance.yaml.example config/instance.yaml
# Edit instance.yaml with your settings

  3. Create environment file:

    cp config/.env.template .env
# Fill in: JWT_SECRET_KEY, KEBOOLA_STORAGE_TOKEN (or BIGQUERY_PROJECT), etc.

  4. Start services:

    docker compose up -d

  5. Verify health:

    agnes status --server http://your-server:8000

  6. Create first admin user:

    agnes login --email admin@company.com --server http://your-server:8000
agnes admin add-user admin@company.com --role admin

  7. Trigger initial data sync:

    agnes admin trigger-sync

  8. Verify data:

    agnes status

Troubleshooting

  • Cannot connect: Check docker compose ps, verify port 8000 is exposed
  • Auth fails: Verify JWT_SECRET_KEY is set in .env
  • No data: Check data source credentials, run agnes diagnose