Files
beads/docs/SETUP.md
Steve Yegge 80e56d58f3 docs: document bd setup command
Add comprehensive documentation for the `bd setup` command:

- New docs/SETUP.md with full documentation for all three integrations:
  - Claude Code (hooks for SessionStart/PreCompact)
  - Cursor IDE (rules file in .cursor/rules/)
  - Aider (config file with human-in-the-loop workflow)

- Updated docs/CLI_REFERENCE.md:
  - Added Setup & Integration section
  - Added SETUP.md to See Also links
  - Added to Quick Navigation

Closes #518

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-14 17:20:10 -08:00

6.1 KiB

Setup Command Reference

For: Setting up beads integration with AI coding tools Version: 0.29.0+

Overview

The bd setup command configures beads integration with AI coding tools. It supports three integrations:

Tool Command Integration Type
Claude Code bd setup claude SessionStart/PreCompact hooks
Cursor IDE bd setup cursor Rules file (.cursor/rules/beads.mdc)
Aider bd setup aider Config file (.aider.conf.yml)

Quick Start

# Install integration for your tool
bd setup claude    # For Claude Code
bd setup cursor    # For Cursor IDE
bd setup aider     # For Aider

# Verify installation
bd setup claude --check
bd setup cursor --check
bd setup aider --check

Claude Code

Claude Code integration uses hooks to automatically inject beads workflow context at session start and before context compaction.

Installation

# Global installation (recommended)
bd setup claude

# Project-only installation
bd setup claude --project

# With stealth mode (flush only, no git operations)
bd setup claude --stealth

What Gets Installed

Global installation (~/.claude/settings.json):

  • SessionStart hook: Runs bd prime when a new session starts
  • PreCompact hook: Runs bd prime before context compaction

Project installation (.claude/settings.local.json):

  • Same hooks, but only active for this project

Flags

Flag Description
--check Check if integration is installed
--remove Remove beads hooks
--project Install for this project only (not globally)
--stealth Use bd prime --stealth (flush only, no git operations)

Examples

# Check if hooks are installed
bd setup claude --check
# Output: ✓ Global hooks installed: /Users/you/.claude/settings.json

# Remove hooks
bd setup claude --remove

# Install project-specific hooks with stealth mode
bd setup claude --project --stealth

How It Works

The hooks call bd prime which:

  1. Outputs workflow context for Claude to read
  2. Syncs any pending changes
  3. Ensures Claude always knows how to use beads

This is more context-efficient than MCP tools (~1-2k tokens vs 10-50k for MCP schemas).

Cursor IDE

Cursor integration creates a rules file that provides beads workflow context to the AI.

Installation

bd setup cursor

What Gets Installed

Creates .cursor/rules/beads.mdc with:

  • Core workflow rules (track work in bd, not markdown TODOs)
  • Quick command reference
  • Workflow pattern (ready → claim → work → close → sync)
  • Context loading instructions

Flags

Flag Description
--check Check if integration is installed
--remove Remove beads rules file

Examples

# Check if rules are installed
bd setup cursor --check
# Output: ✓ Cursor integration installed: .cursor/rules/beads.mdc

# Remove rules
bd setup cursor --remove

How It Works

Cursor reads .cursor/rules/*.mdc files and includes them in the AI's context. The beads rules file teaches the AI:

  • To use bd ready for finding work
  • To use bd create for tracking new issues
  • To use bd sync at session end
  • The basic workflow pattern

Aider

Aider integration creates configuration files that teach the AI about beads, while respecting Aider's human-in-the-loop design.

Installation

bd setup aider

What Gets Installed

File Purpose
.aider.conf.yml Points Aider to read the instructions file
.aider/BEADS.md Workflow instructions for the AI
.aider/README.md Quick reference for humans

Flags

Flag Description
--check Check if integration is installed
--remove Remove beads configuration

Examples

# Check if config is installed
bd setup aider --check
# Output: ✓ Aider integration installed: .aider.conf.yml

# Remove configuration
bd setup aider --remove

How It Works

Unlike Claude Code, Aider requires explicit command execution. The AI will suggest bd commands, which the user runs via /run:

You: What issues are ready to work on?

Aider: Let me check. Run:
/run bd ready

You: [runs the command]

Aider: Great! To claim bd-42, run:
/run bd update bd-42 --status in_progress

This respects Aider's philosophy of keeping humans in control while still leveraging beads for issue tracking.

Comparison

Feature Claude Code Cursor Aider
Command execution Automatic Automatic Manual (/run)
Context injection Hooks Rules file Config file
Global install Yes No (per-project) No (per-project)
Stealth mode Yes N/A N/A

Best Practices

  1. Install globally for Claude Code - You'll get beads context in every project automatically

  2. Install per-project for Cursor/Aider - These tools expect project-local configuration

  3. Use stealth mode in CI/CD - bd setup claude --stealth avoids git operations that might fail in automated environments

  4. Run bd doctor after setup - Verifies the integration is working:

    bd doctor | grep -i claude
    # Claude Integration: Hooks installed (CLI mode)
    

Troubleshooting

"Hooks not working"

  1. Restart your AI tool after installation
  2. Verify with bd setup <tool> --check
  3. Check bd doctor output for integration status

"Context not appearing"

For Claude Code, ensure bd prime works standalone:

bd prime

If this fails, fix the underlying beads issue first.

"Want to switch from global to project hooks"

# Remove global hooks
bd setup claude --remove

# Install project hooks
bd setup claude --project