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Quick Start

This walkthrough assumes you’ve already installed Octopus and have a real repo to work in. It takes about ten minutes end-to-end on a small repo, longer on a large monorepo.

  1. Set up Octopus in a repo

    From inside any git repository:

    Terminal window
    cd your-project
    octopus update

    On a first run, this opens an interactive setup wizard:

    • Pick an agent β€” Claude Code (default), Copilot, Codex, Gemini, OpenCode, or several at once.
    • Pick a bundle β€” starter (default) is the foundation every repo wants. quality adds audit skills. docs adds spec / ADR / PRD workflow. backend adds backend-developer patterns. growth adds launch / changelog tooling.
    • Pick rules β€” coding-style, testing, security, quality gates. Inherited from the bundle by default.

    The wizard writes .octopus.yml at the repo root capturing your choices and generates the agent config files: .claude/CLAUDE.md + .claude/skills/ + .claude/commands/ + .claude/agents/ + .claude/settings.json if you picked Claude Code; similar layouts for the other agents.

  2. Inspect what landed

    Look at three places:

    • .claude/CLAUDE.md β€” the per-session instructions Claude Code loads at startup. Coding conventions, commit style, PR workflow, plus references to the skills it has access to.
    • .claude/skills/ β€” one directory per skill, each with a SKILL.md. The skill descriptions live in frontmatter; that’s what Claude Code matches against to decide when to engage a skill.
    • .claude/commands/ β€” slash commands like /octopus:debug, /octopus:doc-prd, /octopus:context-handoff. Type these in Claude Code to invoke a skill explicitly.

    The same content lands in .github/copilot-instructions.md for Copilot, AGENTS.md for Codex, GEMINI.md for Gemini, .opencode/rules.md for OpenCode β€” Octopus translates the format for each agent.

  3. Try your first skill

    Open Claude Code in your repo and ask it to fix a bug. Watch for the debug skill engaging automatically β€” the agent will walk the four-phase protocol (reproduce β†’ isolate β†’ fix with regression test β†’ document non-obvious cause) instead of jumping to a guess.

    Or invoke explicitly with a slash command:

    /octopus:debug the auth-refresh endpoint returns 401 on retry

    Other useful first-time invocations:

    • /octopus:doc-prd β€” turn the current conversation into a PRD and publish it to your issue tracker.
    • /octopus:context-handoff β€” compact the current session into a handoff document for the next agent.
    • /octopus:audit-all β€” pre-merge audit composing security, money, tenant, and contract checks.
  4. Discover what else is installed

    Terminal window
    octopus skills list # all skills available in this repo
    octopus commands list # all slash commands
    octopus bundles list # the bundles you have + the ones available
    octopus roles list # delegation personas

    Every entry has a description and points back to its source file. Use these lists to learn the surface area without trawling the directories.

  5. Customise

    When the defaults don’t match your team:

    • Add a rule β€” drop a markdown file in .octopus/rules/typescript/local.md. It gets included in the generated agent config on the next octopus update.
    • Override a skill β€” copy a skill from ~/.octopus-cli/v<version>/skills/<name>/ to .octopus/skills/<name>/ in your repo. The local copy wins.
    • Pin a bundle version β€” set bundles: [starter@v1.45.0] in .octopus.yml to freeze the bundle definition until you explicitly bump it.

    Re-run octopus update after every change.

  6. Set up the daemon (optional)

    For long-running multi-agent workflows, start the Octopus control TUI:

    Terminal window
    octopus control

    This opens a terminal UI with:

    • A queue of pending and running agent invocations.
    • Per-task log streaming with scroll-back.
    • Keybindings to cancel, retry, or reply to any task.
    • A schedule panel for recurring tasks.

    Useful when you’re orchestrating several roles in parallel via /octopus:delegate @backend-developer … and /octopus:delegate @writer ….

What to do next

Now that the setup is working, dig into the layer that matters most for your team:

If you get stuck, the Architecture overview covers how the pieces fit together.