nickcrew__claude-cortex/docs/tutorials/getting-started-tui.md

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Getting Started with Cortex

Welcome! This tutorial will help you master the cortex TUI (Terminal User Interface) — an interactive dashboard for managing Claude agents, skills, workflows, and more.

📋 What You'll Learn

By the end of this tutorial, you'll be able to:

• Launch and navigate the TUI
• Activate/deactivate agents and modes
• Browse and validate skills
• Run workflows and orchestrate scenarios
• Export context bundles
• Use CLI commands for advanced operations

⏱️ Time Estimate: 20-30 minutes
💻 Prerequisites: Python 3.8+, basic terminal familiarity

🎯 What You'll Build

You'll set up a working Cortex environment and learn to:

1. Navigate between views using keyboard shortcuts
2. Activate an agent configuration that matches your project type
3. Run your first workflow
4. Export a context bundle for Claude

---

Part 1: Installation & First Launch

Step 1: Install cortex

Choose your installation method:

Quick Install (Recommended):

cd /path/to/cortex-plugin
./scripts/deprecated/install.sh

This installs:

• ✅ The cortex CLI tool
• ✅ Shell completions (bash/zsh/fish)
• ✅ Man pages for documentation

Manual Installation:

cd /path/to/cortex-plugin
python3 -m pip install -e .

Verify Installation:

cortex --help

You should see a list of available commands.

Step 2: Launch the TUI

cortex tui

What You Should See:

┌─────────────────────────────────────────────────────────────┐
│ cortex TUI                                    [View: Overview] │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ System Overview                                             │
│ ───────────────────────────────────────────────              │
│ 💻 Agents      5/12 active                                  │
│ ⚑ Modes        3/8 active                                   │
│ 📝 Rules       7/15 active                                  │
│ 💻 Skills      24 installed                                 │
│ ⏳ Workflows   2 available                                  │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│ [View: Agents] Welcome to cortex TUI │ 25MB 0%        │
├─────────────────────────────────────────────────────────────┤
│ 1 Overview  2 Agents  3 Modes  4 Rules  5 Skills  6 Workflows │
│ 7 MCP  8 Profiles  9 Export  0 AI  ? Help  Q Quit          │
└─────────────────────────────────────────────────────────────┘

✅ Checkpoint: You should see:

• System overview cards in the center
• Status bar showing memory/CPU at bottom (above footer)
• Footer with keyboard shortcuts at very bottom

📝 Rules Note: Rules are file-based. Active rules live in rules/; toggling them in the TUI moves files to inactive/rules/ and regenerates CLAUDE.md.

🚨 Troubleshooting:

Problem	Solution
"Command not found"	Ensure installation succeeded; try python -m claude_ctx_py.cli tui
Blank screen	Press 1 to refresh Overview view
No colors	Use a modern terminal (iTerm2, Terminal.app, Windows Terminal)

---

Part 2: Understanding the Layout

The TUI has three main sections:

1. Header

• Shows current view name
• Updates as you navigate

2. Body

• Main content area
• Changes based on current view
• Supports scrolling and selection

3. Footer

• Status Bar (just above footer): Shows [View: Name] Message │ Memory% CPU%
• Keyboard Reference: Quick access shortcuts

Navigation Keys

Key	Action	Example
1-9, 0	Switch views	Press 2 for Agents
↑/↓ or j/k	Navigate list	Select items
Space	Toggle/activate	Activate agent
Enter	View details	See agent info
/	Filter	Search by name
Ctrl+P	Command palette	Universal search
r	Refresh	Reload data
?	Help	Show all shortcuts
q	Quit	Exit TUI

✅ Practice Exercise:

1. Press 2 → You should see the Agents view
2. Press 3 → You should see the Modes view
3. Press 1 → Return to Overview
4. Press ? → Help overlay appears
5. Press ? or Esc → Help closes

---

Part 3: Working with Agents

Agents are specialized AI behaviors (like "security-auditor" or "test-engineer") that enhance Claude's capabilities.

Step 1: Browse Available Agents

# Press 2 to open Agents view

What You'll See:

╭─────────────────────────────────────────────────╮
│ Name               Status    Category  Desc     │
├─────────────────────────────────────────────────┤
│ security-auditor   ○ Ready   Security  Scans... │
│ test-engineer      ✓ Active  Testing   Writes...|
│ api-documenter     ○ Ready   Docs      Creates..|
│ performance-opt    ○ Ready   Speed     Analyzes.|
╰─────────────────────────────────────────────────╯

Status Icons:

• ○ Ready — Available but not active
• ✓ Active — Currently enabled
• ⏳ Running — Executing task

Step 2: Activate an Agent

Goal: Activate the "test-engineer" agent

1. Navigate to agent:

   • Press ↑ or ↓ until "test-engineer" is highlighted
   • The row will show in reverse colors

2. Activate:

   • Press Space
   • Status changes from ○ Ready → ✓ Active

3. View details:

   • Press Enter with agent selected
   • Details panel appears on the right

What Details Show:

• Dependencies (what other agents it needs)
• Description and purpose
• Activation date
• Metadata

1. Close details:
   • Press Esc or Enter again

✅ Checkpoint:

• Status bar shows "Agent activated: test-engineer"
• Agent row shows ✓ Active status

Step 3: Filter Agents

Goal: Find all security-related agents

1. Press / (forward slash)
2. Type: security
3. Press Enter

Only agents matching "security" are displayed.

Clear filter: Press Esc

🔧 CLI Alternative (CLI-only)

While the TUI is best for exploration, some operations are faster via CLI:

# List all agents (CLI-only: shows raw list)
cortex agent list

# Activate multiple agents at once (CLI-only: batch operation)
cortex agent activate security-auditor test-engineer api-documenter

# View dependencies (CLI-only: detailed tree)
cortex agent deps security-auditor

# Generate dependency graph (CLI-only: export to file)
cortex agent graph --export agent-deps.md

When to use CLI:

• Batch operations (activating 5+ agents)
• Scripting and automation
• Exporting dependency graphs
• Integration with other tools

---

Part 4: Working with Skills

Skills are reusable knowledge modules (like "owasp-top-10" or "git-workflow") that agents can leverage.

Step 1: Browse Skills

# Press 5 to open Skills view

What You'll See:

╭─────────────────────────────────────────────────────╮
│ Name              Rating   Activations  Tokens     │
├─────────────────────────────────────────────────────┤
│ owasp-top-10      ⭐⭐⭐⭐⭐    127       -15.2K    │
│ git-workflow      ⭐⭐⭐⭐      89        -8.1K     │
│ api-design        ⭐⭐⭐       45        -12.4K    │
╰─────────────────────────────────────────────────────╯

Columns Explained:

• Rating: Community star rating (1-5 stars)
• Activations: Times this skill was used
• Tokens: Token savings (negative = efficiency gain)

Step 2: View Skill Details

1. Select a skill (e.g., "owasp-top-10")
2. Press Enter to see details

Details Include:

• Full description
• Which agents use it
• Version information
• Validation status

Step 3: Validate a Skill

Why Validate? Ensures skill metadata is correct and dependencies are met.

1. Select "owasp-top-10"
2. Press v (validate shortcut)

Result Dialog:

┌───────────────────────────────────────┐
│ Skill Validation · owasp-top-10       │
├───────────────────────────────────────┤
│ ✓ Metadata valid                      │
│ ✓ Schema conforms                     │
│ ✓ All dependencies available          │
│                                       │
│ Status: PASSED                        │
└───────────────────────────────────────┘

Step 4: View Skill Metrics

1. Select a skill
2. Press m (metrics shortcut)

Metrics Include:

• Usage count over time
• Token efficiency
• Success rate
• Associated agents

Step 5: Rate a Skill

Goal: Provide feedback on skill quality

1. Select a skill
2. Press Ctrl+R
3. Rating dialog appears:

┌─────────────────────────────────┐
│ Rate Skill: owasp-top-10        │
├─────────────────────────────────┤
│ Stars: ⭐⭐⭐⭐⭐               │
│                                 │
│ Review (optional):              │
│ [ Still the best security... ] │
│                                 │
│ [Submit]  [Cancel]              │
└─────────────────────────────────┘

🔧 CLI Alternatives (Advanced Features)

Some skill operations are CLI-only:

# Show detailed skill info (CLI-only: structured output)
cortex skills info owasp-top-10

# Show which agents use a skill (CLI-only: dependency mapping)
cortex skills agents owasp-top-10

# Show skill dependency tree (CLI-only: hierarchical view)
cortex skills compose owasp-top-10

# Analytics dashboard (CLI-only: comprehensive report)
cortex skills analytics --metric trending

# Generate full report (CLI-only: export to CSV/JSON)
cortex skills report --format csv > skills-report.csv

Community Features (CLI-only):

# Search community skill registry
cortex skills community search "kubernetes"

# Install community skill
cortex skills community install awesome-k8s

# Rate community skill
cortex skills community rate awesome-k8s --stars 5

---

Part 5: Running Workflows

Workflows are multi-step automation sequences (like "test-and-deploy" or "code-review").

Step 1: View Available Workflows

# Press 6 to open Workflows view

What You'll See:

╭──────────────────────────────────────────────────╮
│ Name              Status    Progress  Started   │
├──────────────────────────────────────────────────┤
│ test-and-deploy   ⏳ Running  █████░░░ 65%  5m ago│
│ code-review       ○ Ready    ░░░░░░░░  0%  -     │
│ security-audit    ✓ Complete ████████ 100% 2h ago│
╰──────────────────────────────────────────────────╯

Step 2: Run a Workflow

Goal: Run the "code-review" workflow

1. Navigate to "code-review"
2. Press Shift+R (capital R = run)

What Happens:

• Workflow starts immediately
• Status changes to ⏳ Running
• Progress bar shows completion percentage

Step 3: Monitor Progress

With workflow selected:

• Progress bar updates in real-time
• Press Enter to see step details

Step Details:

┌─────────────────────────────────────┐
│ Workflow: code-review               │
├─────────────────────────────────────┤
│ Steps:                              │
│ ✓ Load files                        │
│ ✓ Run linter                        │
│ → Check style        (current)      │
│ ○ Generate report    (pending)      │
│                                     │
│ Elapsed: 2m 15s                     │
└─────────────────────────────────────┘

Symbols:

• ✓ Step complete
• → Current step
• ○ Pending step
• ✗ Failed step

Step 4: Stop a Workflow

If you need to cancel:

1. Select the running workflow
2. Press s (stop)
3. Confirm in dialog

🔧 CLI Alternatives

# List workflows (CLI-only: shows all metadata)
cortex workflow list

# Run workflow from command line (CLI-only: scripting)
cortex workflow run code-review

# Check workflow status (CLI-only: JSON output)
cortex workflow status

# Resume paused workflow (CLI-only: state management)
cortex workflow resume

# Stop specific workflow (CLI-only: by name)
cortex workflow stop code-review

---

Part 6: Command Palette Power-User Feature

The Command Palette is your shortcut to everything.

Step 1: Open Command Palette

Press Ctrl+P

What Appears:

┌───────────────────────────────────────┐
│ 🔍 Command Palette                    │
├───────────────────────────────────────┤
│ Type to search commands...            │
├───────────────────────────────────────┤
│ → Show Agents      View and manage    │
│   Show Skills      Browse available   │
│   Show Modes       View active modes  │
│   Show Rules       View active rules  │
│   Run Workflow     Execute workflow   │
│   ...                                 │
└───────────────────────────────────────┘

Step 2: Use Fuzzy Search

Try these searches:

Type	Matches	Result
agent	"Show Agents"	Opens Agents view
val	"Validate Skill"	Validates current skill
wf	"Run Workflow"	Workflow picker
exp	"Export Context"	Export dialog

The Magic: You don't need to type full words!

• Type first letters
• Consecutive characters prioritized
• Smart matching

Step 3: Execute Commands

1. Type search term
2. Use ↑/↓ to select command
3. Press Enter to execute
4. Press Esc to close

💡 Pro Tip: Ctrl+P is faster than remembering number keys for views!

---

Part 7: Exporting Context

Export creates a Markdown bundle of your active agents, modes, and rules for Claude.

Step 1: Open Export View

# Press 9 to open Export view

What You'll See:

╭──────────────────────────────────────╮
│ Category         Include   Count     │
├──────────────────────────────────────┤
│ [✓] Agents       Yes       5 active  │
│ [✓] Modes        Yes       3 active  │
│ [✓] Rules        Yes       7 active  │
│ [✓] Skills       Yes       24 total  │
│ [ ] Workflows    No        2 total   │
╰──────────────────────────────────────╯

Format: Agent Generic (press 'f' to change)

Step 2: Choose What to Export

1. Navigate to category (e.g., "Workflows")
2. Press Space to toggle inclusion
   • [✓] = Include
   • [ ] = Exclude

Step 3: Select Format

Press f to cycle through formats:

• Agent Generic — Works with any AI assistant
• Claude Format — Optimized for Claude Code

Step 4: Export to File

Press e to export:

Export Dialog:

┌─────────────────────────────────────────┐
│ Export Context                          │
├─────────────────────────────────────────┤
│ Write export to path:                   │
│ [ ~/claude-context-export.md ]          │
│                                         │
│ [OK]  [Cancel]                          │
└─────────────────────────────────────────┘

1. Edit path if desired
2. Press Enter
3. Success notification appears

Result: File created at specified path!

Step 5: Copy to Clipboard

Quick Copy: Press x → Export copied to clipboard directly

Use Case: Paste into Claude chat without saving file

🔧 CLI Alternatives

# List exportable components (CLI-only)
cortex export list

# Export to file (CLI-only: advanced filtering)
cortex export context ~/my-export.md \
  --exclude workflows \
  --exclude-file some-agent.md

# Include only specific categories
cortex export context ~/my-export.md \
  --include rules \
  --include core

# Export to stdout (CLI-only: pipe to other tools)
cortex export context - | less

# Different format (CLI-only)
cortex export context ~/export.md --no-agent-generic

---

Part 8: AI Assistant & Recommendations

The AI Assistant analyzes your project and recommends optimal agent configurations.

Step 1: Open AI Assistant

# Press 0 (zero) to open AI Assistant view

What You'll See:

╭─────────────────────────────────────────────────╮
│ 🤖 AI Recommendations                           │
├─────────────────────────────────────────────────┤
│ Context: Backend, Auth, Testing                 │
│                                                 │
│ Review Requests:                                │
│ 🔴 security-auditor        [AUTO]   95%         │
│     Reason: Auth code detected                  │
│ 🔵 quality-engineer        [AUTO]   85%         │
│     Reason: Changes detected                    │
│ 🔵 code-reviewer           [AUTO]   75%         │
│     Reason: Changes detected                    │
│                                                 │
│ Other Suggestions:                              │
│ 🟢 api-documenter          [MANUAL] 60%         │
│     Reason: API endpoints found                 │
╰─────────────────────────────────────────────────╯

Confidence Colors:

• 🔴 Red (≥80%) — Auto-activate recommended
• 🟡 Yellow (60-80%) — Review suggested
• 🟢 Green (<60%) — Optional

Step 2: Auto-Activate High-Confidence Agents

Press A → All agents ≥80% confidence activate automatically

Step 3: Manually Activate Suggestions

1. Navigate to an agent recommendation
2. Press Space to activate

🔧 CLI Features (Advanced Intelligence)

The AI system has powerful CLI-only features:

# Get recommendations (CLI-only: structured output)
cortex ai recommend

# Auto-activate high-confidence agents (CLI-only: scripting)
cortex ai auto-activate

# Watch mode - real-time monitoring (CLI-only)
cortex ai watch

# Record successful session for learning (CLI-only)
cortex ai record-success --outcome "feature complete"

# Export recommendations to JSON (CLI-only)
cortex ai export --output recommendations.json

Watch Mode Example (CLI-only):

cortex ai watch

Output:

══════════════════════════════════════════════════════
🤖 AI WATCH MODE - Real-time Intelligence
══════════════════════════════════════════════════════

[10:33:12] 🔍 Context detected: Backend, Auth
  3 files changed

  💡 Recommendations:
     🔴 security-auditor [AUTO]
        95% - Auth code detected

[10:33:12] ⚡ Auto-activating 1 agents...
     ✓ security-auditor

Watch mode monitors file changes and recommends agents in real-time!

---

Part 9: Advanced TUI Features

MCP Server Management

MCP (Model Context Protocol) servers provide external tool integrations.

# Press 7 to open MCP view

Available Actions:

• v — Validate server configuration
• d — View server documentation
• t — Test server connection
• c — Copy config snippet
• D — Diagnose all servers

Example:

╭────────────────────────────────────────────╮
│ Name        Status    Type       Tools     │
├────────────────────────────────────────────┤
│ context7    ✓ Active  Library    5 tools   │
│ codanna     ✓ Active  Code       12 tools  │
│ serena      ○ Ready   Task       3 tools   │
╰────────────────────────────────────────────╯

Profiles — Quick Configurations

Profiles are pre-configured agent sets for common scenarios.

# Press 8 to open Profiles view

Built-in Profiles:

• frontend — React, Vue, Angular development
• backend — API, database, server-side
• devops — Infrastructure, CI/CD
• data-ai — ML, data science
• full — Everything enabled

Apply Profile:

1. Select profile (e.g., "frontend")
2. Press Space
3. All associated agents/modes activate

Save Custom Profile:

1. Activate your desired agents/modes
2. Press n (new)
3. Enter profile name
4. Press Enter

Your custom profile is saved for reuse!

---

Part 10: Troubleshooting & Tips

Common Issues

TUI Not Responding

Symptom: Keys don't work
Fix:

1. Press Esc to clear any active mode
2. Press ? to verify responsiveness
3. Press q to quit and restart

Filters Not Clearing

Symptom: View shows limited items
Fix:

1. Press Esc to clear filter
2. Press r to refresh view
3. Look for "Filter: ..." in status bar

Details Panel Stuck Open

Symptom: Can't close details panel
Fix:

1. Press Esc
2. If stuck, press Enter to toggle
3. Switch views (1-9) and return

Status Bar Missing Metrics

Symptom: No memory/CPU shown
Fix: Install psutil:

pip install psutil

Performance Tips

Speed Up Navigation:

• Use Ctrl+P instead of number keys
• Type abbreviations (e.g., "agt" finds "Agents")
• Keep filters active while working

Reduce File I/O:

• Use r to manually refresh instead of switching views
• Filter large lists before scrolling

Terminal Configuration:

• Use hardware acceleration
• Enable truecolor support
• 120x30 minimum terminal size recommended

Keyboard Shortcuts Reference Card

Print this for quick reference:

┌────────────────────────────────────────┐
│ VIEWS          │ ACTIONS               │
├────────────────┼───────────────────────┤
│ 1 Overview     │ Space  Toggle         │
│ 2 Agents       │ Enter  Details        │
│ 3 Modes        │ /      Filter         │
│ 4 Rules        │ Esc    Clear/Cancel   │
│ 5 Skills       │ r      Refresh        │
│ 6 Workflows    │ ?      Help           │
│ 7 MCP          │ q      Quit           │
│ 8 Profiles     │ Ctrl+P Palette        │
│ 9 Export       │ ↑↓ jk  Navigate       │
│ 0 AI           │                       │
└────────────────┴───────────────────────┘

---

Part 11: Next Steps

🎓 Continue Learning

Beginner Level: ✅ You are here!

• Explore each view (1-9, 0)
• Practice activating agents
• Run a simple workflow

Intermediate Level:

• Create custom profiles for your projects
• Set up AI watch mode for your workflow
• Export and use context bundles with Claude

Advanced Level:

• Write custom workflows (YAML)
• Create custom skills
• Integrate with CI/CD pipelines

📚 Documentation Resources

TUI Specific:

• docs/guides/tui/tui-keyboard-reference.md — Complete shortcut list
• docs/guides/tui-quick-start.md — New features guide
• docs/guides/tui.md — Architecture and implementation
• man cortex-tui — Man page (if installed)

CLI Reference:

• man cortex — Complete command reference
• cortex --help — Built-in help
• cortex <command> --help — Command-specific help

Advanced Topics:

• docs/guides/features/SUPER_SAIYAN_INTEGRATION.md — Visual enhancements
• docs/guides/development/AI_INTELLIGENCE_GUIDE.md — AI assistant deep-dive
• docs/guides/development/WATCH_MODE_GUIDE.md — Watch mode details
• docs/guides/mcp/MCP_MANAGEMENT.md — MCP server management

🛠️ Extend Your Setup

Shell Integration (CLI-only):

# Install shell aliases
cortex install aliases

# View available aliases
cortex install aliases --show

Completions:

# Generate completions
cortex completion bash > ~/.bash_completion.d/cortex
cortex completion zsh > ~/.zsh/completions/_cortex
cortex completion fish > ~/.config/fish/completions/cortex.fish

Man Pages:

# View documentation
man cortex        # Main reference
man cortex-tui    # TUI guide
man cortex-workflow  # Workflow orchestration

💡 Pro Workflow

Daily Development Workflow:

1. Morning Setup:

   cortex tui
   

   • Press 8 → Apply project profile
   • Press 0 → Check AI recommendations

2. During Development:

   # Terminal 1: AI Watch Mode (CLI-only)
   cortex ai watch
   
   # Terminal 2: TUI for quick adjustments
   cortex tui
   

3. Before Commits:

   cortex tui
   

   • Press 6 → Run "pre-commit" workflow
   • Press 9 → Export context for review

4. Context for Claude:

   # Quick clipboard export (TUI)
   cortex tui
   # Press 9, then x (clipboard)
   
   # Or CLI for automation
   cortex export context - | pbcopy  # macOS
   cortex export context - | xclip   # Linux
   

---

🎉 Congratulations

You've completed the getting started tutorial! You now know how to:

• ✅ Navigate the TUI efficiently
• ✅ Manage agents, modes, and skills
• ✅ Run workflows and monitor progress
• ✅ Use the command palette
• ✅ Export context bundles
• ✅ Leverage AI recommendations
• ✅ Switch between TUI and CLI for optimal workflow

Quick Reference Summary

Most Used Actions:

Task	TUI	CLI
Launch interface	cortex tui	N/A
Activate agent	Press 2, Space	cortex agent activate <name>
Run workflow	Press 6, Shift+R	cortex workflow run <name>
Export context	Press 9, e	cortex export context <path>
AI recommendations	Press 0	cortex ai recommend
Watch mode	N/A (CLI-only)	cortex ai watch
Batch operations	N/A (CLI better)	cortex agent activate a b c

When to Use TUI vs CLI

Use TUI when:

• 👀 Exploring and discovering features
• 🎯 Quick interactive changes
• 📊 Monitoring status and progress
• 🧪 Learning and experimentation

Use CLI when:

• 🤖 Scripting and automation
• ⚡ Batch operations (multiple agents)
• 📈 Detailed reports and exports
• 🔗 Integration with other tools
• 📦 CI/CD pipelines

Keep Practicing

Challenge Yourself:

1. Beginner Challenge:

   • Activate 3 agents that match your current project
   • Create a custom profile with your preferred configuration
   • Export context and paste into Claude

2. Intermediate Challenge:

   • Set up AI watch mode for a project
   • Run a workflow and monitor its execution
   • Validate all your active skills

3. Advanced Challenge:

   • Create a custom workflow (YAML)
   • Integrate cortex into your CI pipeline
   • Build a shell script that auto-configures based on project type

---

📖 Appendix: Quick Command Reference

TUI Navigation

# Launch
cortex tui

# Views: 1=Overview, 2=Agents, 3=Modes, 4=Rules, 5=Skills
#        6=Workflows, 7=MCP, 8=Profiles, 9=Export, 0=AI

# Actions: Space=Toggle, Enter=Details, /=Filter, r=Refresh
#          Ctrl+P=Palette, ?=Help, q=Quit

Essential CLI Commands

# Status
cortex status                    # System overview

# Agents
cortex agent list                # List available
cortex agent status              # Show active
cortex agent activate <name>     # Enable agent
cortex agent graph --export map.md  # Dependency graph

# Skills
cortex skills list               # List all skills
cortex skills info <skill>       # Show details
cortex skills validate --all     # Validate all

# Workflows
cortex workflow list             # Available workflows
cortex workflow run <name>       # Execute workflow
cortex workflow status           # Check progress

# AI Assistant
cortex ai recommend              # Get recommendations
cortex ai watch                  # Real-time monitoring
cortex ai auto-activate          # Auto-enable agents

# Export
cortex export context <file>     # Create bundle
cortex export context - | pbcopy # To clipboard (macOS)

# MCP
cortex mcp list                  # List servers
cortex mcp diagnose              # Check all servers

---

🚀 Ready to become a cortex power user? Start with the TUI, explore the views, and gradually incorporate CLI commands for advanced workflows. Happy coding!

---

Last Updated: 2025-11-15
Tutorial Version: 1.0
Target: cortex v1.0+