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### Clone and install dependencies for nao

Source: https://docs.getnao.io/nao-agent/developers/overview

Use these commands to initialize the local development environment by cloning the repository and installing required packages.

```bash
# Clone the repository
git clone https://github.com/getnao/nao.git
cd nao

# Install dependencies
npm install

# Follow the development setup in CONTRIBUTING.md
```

--------------------------------

### Example deployment output

Source: https://docs.getnao.io/nao-agent/cloud/deploy

Sample output showing the deployment process from packaging to successful creation.

```bash
$ nao deploy https://app.getnao.io --api-key nao_sk_live_...

Deploying my_project to https://app.getnao.io

Packaging project files...
Package size: 2.3 MB
Uploading...
Project my_project created
Project ID: 4f2d...
```

--------------------------------

### Example preview.md file

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Generated file providing a sample of rows from the table.

```markdown
# dim_users - Preview

**Dataset:** `prod_silver`

## Rows (10)

- {"user_id": 101, "email": "user_101@example.com", "username": "user_101", "created_at": "2026-03-01 10:15:00+00:00", "is_paying": true}
- {"user_id": 102, "email": "user_102@example.com", "username": "user_102", "created_at": "2026-03-02 08:05:42+00:00", "is_paying": false}
```

--------------------------------

### Install nao-core package

Source: https://docs.getnao.io/nao-agent/quickstart

Install the core package via pip to begin using the nao CLI.

```bash
pip install nao-core
```

--------------------------------

### Initialize and sync a local nao project

Source: https://docs.getnao.io/nao-agent/cloud/get-started

Commands to install the core package and prepare the project configuration and context locally.

```bash
pip install nao-core
nao init      # creates nao_config.yaml and the context folder
nao sync      # pulls schemas, repos, and docs into the context
```

--------------------------------

### Example columns.md file

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Generated file containing table metadata, row counts, and column definitions.

```markdown
---
type: generated
comment: This file is managed and generated by the agent, do not modify it!
---

# dim_users

**Dataset:** `prod_silver`

## Description

Registry of all users, one row per user.

## Table Metadata

| Property | Value |
|----------|-------|
| **Row Count** | 2,198 |

## Columns (5)

- user_id (INT64)
- email (STRING)
- username (STRING)
- created_at (TIMESTAMP)
- is_paying (BOOL)
```

--------------------------------

### Start nao chat via CLI

Source: https://docs.getnao.io/nao-agent/chat/overview

Launches the local chat server at http://localhost:5005.

```bash
nao chat
```

--------------------------------

### Example profiling.md file

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Generated file containing statistical profiles for table columns.

```markdown
# dim_users - Profiling

**Dataset:** `prod_silver`

**Computed at:** `2026-03-14T18:57:58.672988+00:00`

**Columns:** 12

**Clustering:** `country`, `created_at`

## Column Profiles (JSONL)

- {"column": "user_id", "type": "INT64", "total_count": 2198, "null_count": 0, "null_percentage": 0.0, "distinct_count": 2198}
- {"column": "is_paying", "type": "boolean", "total_count": 2198, "null_count": 0, "null_percentage": 0.0, "distinct_count": 2, "top_values": [{"value": false, "count": 698}, {"value": true, "count": 1500}]}
- {"column": "country", "type": "STRING", "total_count": 1598, "null_count": 600, "null_percentage": 27.29, "distinct_count": 56, "top_values": [{"value": "US", "count": 500}, {"value": "FR", "count": 300}, {"value": "ES", "count": 200}]}
```

--------------------------------

### Create .gitignore File

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Example configuration to exclude environment variables, credentials, and virtual environments from version control.

```gitignore
# Environment variables
.env

# Credentials (never commit these!)
credentials/

# Python
venv/
```

--------------------------------

### Configure databases and secrets in nao_config.yaml

Source: https://docs.getnao.io/pages/configuration-reference

Example demonstrating how to use environment variables and secret resolvers within a YAML configuration file.

```yaml
databases:
  - type: postgres
    name: prod-db
    user: ${{ env('DB_USER') }}
    password: '{{ aws("prod/db/credentials/password") }}'

slack:
  bot_token: '{{ k8s("default/slack-secrets/bot_token") }}'
```

--------------------------------

### Define Context Directory Structure

Source: https://docs.getnao.io/nao-agent/context-builder/rules-context

Example directory layout for organizing core and domain-specific rules files.

```text
context/
├── RULES.md                    # Core rules (always sent)
└── agent/
    └── semantics/
        ├── marketing.md        # Marketing-specific context
        ├── finance.md          # Finance-specific context
        └── product.md          # Product-specific context
```

--------------------------------

### Example database context structure

Source: https://docs.getnao.io/nao-agent/context-builder/synchronization

Visual representation of the directory structure generated after a database synchronization.

```text
databases/
└── type=snowflake/database=analytics/
    ├── table=customers/
    │   ├── annotations.md
    │   ├── columns.md
    │   ├── preview.md
    │   └── profiling.md
    └── table=orders/
        ├── annotations.md
        ├── columns.md
        ├── preview.md
        └── profiling.md
```

--------------------------------

### Install NAO Skills

Source: https://docs.getnao.io/nao-agent/context-engineering/skills

Commands to add NAO skills to a project. Run these from the project root where nao_config.yaml is located.

```bash
nao skills add getnao/nao
```

```bash
npx skills add getnao/nao
```

--------------------------------

### Configure Database Credentials

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Example configuration for referencing sensitive credentials via environment variables in the nao_config.yaml file.

```yaml
databases:
  - name: bigquery-prod
    templates:
      - columns
      - preview
      - query_history
    include: []
    exclude: []
    type: bigquery
    project_id: nao-production
    dataset_id: prod_silver
    credentials_json: {{ env('GCP_SERVICE_ACCOUNT_KEY_JSON') }}
    location: EU
```

--------------------------------

### Run nao using Docker

Source: https://docs.getnao.io/nao-agent/developers/overview

Execute these commands to pull the latest nao image and start the container with necessary environment variables.

```bash
# Pull the image
docker pull getnao/nao:latest

# Run the container
docker run -d \
  --name nao \
  -p 5005:5005 \
  -e NAO_DEFAULT_PROJECT_PATH=/app/example \
  -e OPENAI_API_KEY=sk-... \
  getnao/nao:latest
```

--------------------------------

### Configure SMTP Environment Variables

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Example configuration for SMTP settings, specifically for providers like AWS SES that require a distinct SMTP username.

```bash
SMTP_HOST=email-smtp.eu-west-1.amazonaws.com
SMTP_PORT=587
SMTP_USER=AKIAIOSFODNN7EXAMPLE
SMTP_MAIL_FROM=nao@your-company.com
```

--------------------------------

### Explain SQL query template

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to get a breakdown of an SQL query's business purpose, data sources, and metrics.

```text
Explain what this SQL query does, including:
- Business purpose and use case
- Data sources and transformations
- Key metrics and calculations
```

--------------------------------

### Customize Cron Schedule

Source: https://docs.getnao.io/nao-agent/context-builder/synchronization

Examples of different cron expressions to control the frequency of the automated sync.

```yaml
on:
  schedule:
    - cron: "0 0 * * *"      # Daily at midnight UTC
    - cron: "0 0 */2 * *"    # Every 2 days
    - cron: "0 0 * * 1"      # Weekly on Monday
    - cron: "0 3 * * *"      # Daily at 3 AM UTC
```

--------------------------------

### Create GitHub Actions Workflow for Nao Sync

Source: https://docs.getnao.io/nao-agent/context-builder/synchronization

Defines a workflow that installs the Nao CLI, executes synchronization, and commits changes back to the repository.

```yaml
name: Nao Sync

on:
  schedule:
    - cron: "0 0 */2 * *"  # every 2 days at 00:00 UTC
  workflow_dispatch:  # allows manual triggering

jobs:
  nao-sync:
    runs-on: ubuntu-latest
    permissions:
      contents: write  # needed to commit changes

    env:
      NAO_CONFIG_PATH: ./nao_config.yaml

    steps:
      - name: Checkout repository
        uses: actions/checkout@v4
        with:
          ref: ${{ github.ref }}

      - name: Set up Python
        uses: actions/setup-python@v5
        with:
          python-version: '3.11'

      - name: Install Nao CLI
        run: |
          pip install --upgrade pip
          pip install nao-core
          pip install "ibis-framework[bigquery]"  # warehouse driver for your DB

      - name: Run nao sync
        env:
          ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
          GOOGLE_APPLICATION_CREDENTIALS_JSON: ${{ secrets.GCP_SERVICE_ACCOUNT_KEY_JSON }}
          # Add other secrets as needed (e.g., NOTION_API_KEY, etc.)
        run: nao sync

      - name: Configure Git
        run: |
          git config --local user.email "action@github.com"
          git config --local user.name "GitHub Action"

      - name: Commit and push changes
        run: |
          git add -A
          if git diff --staged --quiet; then
            echo "No changes to commit"
          else
            git commit -m "nao sync update"
            git push origin HEAD:${{ github.ref_name }}
          fi
```

--------------------------------

### Run nao chat via Docker

Source: https://docs.getnao.io/nao-agent/chat/overview

Commands to run the nao chat interface using Docker, either with a built-in example or a local project directory.

```bash
docker run -d \
  --name nao \
  -p 5005:5005 \
  -e BETTER_AUTH_URL=http://localhost:5005 \
  getnao/nao:latest
```

```bash
docker run -d \
  --name nao \
  -p 5005:5005 \
  -e BETTER_AUTH_URL=http://localhost:5005 \
  -v /path/to/your/project:/app/project \
  -e NAO_DEFAULT_PROJECT_PATH=/app/project \
  getnao/nao:latest
```

--------------------------------

### Add nao skills via CLI

Source: https://docs.getnao.io/nao-agent/quickstart

Use this command to add published nao skills for interactive setup via agentic tools.

```bash
nao skills add getnao/nao
```

--------------------------------

### Get dependencies of a dbt model

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Retrieves upstream and downstream lineage information for a model.

```text
Show me all the upstream and downstream dependencies for this dbt model.
Include both direct and indirect dependencies with their relationship types.
```

--------------------------------

### Configure Google Vertex AI

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Authentication setup for Google Vertex AI using project and location identifiers.

```yaml
llm:
  providers:
    - provider: vertex
      gcp_project: my-gcp-project
      gcp_location: us-east5
      # service_account_json: {{ env('GCP_SERVICE_ACCOUNT_KEY_JSON') }}
      # key_file: /path/to/service-account.json
```

--------------------------------

### Define Specialized Marketing Context

Source: https://docs.getnao.io/nao-agent/context-builder/rules-context

Example of a markdown file structure for defining business definitions and campaign types.

```markdown
# Marketing Context

## Business Definitions

### Customer Lifecycle
- **Lead**: Contact with valid email, no account created
- **Prospect**: Account created, no purchase
- **Customer**: At least one purchase completed
- **Active Customer**: Purchase within last 90 days
- **Churned Customer**: No activity for 180+ days AND no active subscription

### Campaign Types
- **Acquisition**: Targeting new leads/prospects
- **Retention**: Targeting existing customers
- **Winback**: Targeting churned customers
- **Upsell**: Targeting customers with expansion opportunities
```

--------------------------------

### Initialize Notion Integration

Source: https://docs.getnao.io/nao-agent/context-builder/notion

Run the interactive wizard to add Notion as a context provider.

```bash
nao init
```

--------------------------------

### Initialize Git Repository

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Commands to navigate to the project directory and initialize a new Git repository.

```bash
cd your-nao-project
```

```bash
git init
```

--------------------------------

### Deploy a project to a Nao instance

Source: https://docs.getnao.io/nao-agent/self-hosting/multiple-projects

Execute this command from the project directory containing the nao_config.yaml file to push the project to the specified instance.

```bash
nao deploy https://your-nao-domain.com --api-key nao_sk_...
```

--------------------------------

### Get dependencies of a column in dbt lineage

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Traces the lineage of a specific column across the pipeline.

```text
Find all models that use the column {column_name}.
Show me the complete lineage and how this column flows through the data pipeline.
```

--------------------------------

### Add and Commit Project Files

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Standard Git commands to stage and commit initial project files.

```bash
git add .
git commit -m "Initial nao project"
```

--------------------------------

### Initialize Git Repository

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Standard commands to initialize a local Git repository for your Nao project.

```bash
git init
git add .
git commit -m "Initial nao project"
```

--------------------------------

### Initialize a nao project in non-interactive mode

Source: https://docs.getnao.io/nao-agent/quickstart

Use the --yes flag to skip prompts and use default settings, suitable for CI pipelines.

```bash
nao init --yes
```

--------------------------------

### Deploying a project via CLI

Source: https://docs.getnao.io/nao-agent/cloud/deploy

Commands to deploy a project from the current directory or a specified path.

```bash
nao deploy <url> --api-key <key>
```

```bash
nao deploy <url> --api-key <key> --path /path/to/project
```

--------------------------------

### Project directory structure

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

The file structure created after running the initialization command.

```text
my-analytics-agent/
├── nao_config.yaml          # Main configuration file
├── RULES.md                 # Agent behavior rules
├── agent/                   # Agent tools and integrations
│   ├── mcps/               # Model Context Protocols (MCP servers)
│   ├── skills/             # Reusable skills workflows
│   └── tools/              # Custom tools
├── databases/              # Database schemas (populated after sync)
└── docs/                   # Documentation files (including synced Notion pages)
```

--------------------------------

### Debug configuration

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Verify the current configuration, including connectivity, syntax, and permissions.

```bash
nao debug
```

--------------------------------

### Running the Migration Command

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

CLI commands to update the configuration file or preview changes without modifying the file.

```bash
nao migrate

# Print the result without touching the file
nao migrate --dry-run
```

--------------------------------

### Configure nao_config.yaml for Environment Variables

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Comparison of using local file paths versus environment variables for database credentials.

```yaml
databases:
  - name: bigquery-prod
    type: bigquery
    project_id: my-project
    dataset_id: analytics
    credentials_path: /path/to/credentials/key-file.json
```

```yaml
databases:
  - name: bigquery-prod
    type: bigquery
    project_id: my-project
    dataset_id: analytics
    credentials_json: {{ env('GCP_SERVICE_ACCOUNT_KEY_JSON') }}
```

--------------------------------

### View test results

Source: https://docs.getnao.io/nao-agent/quickstart

Launches the server interface to inspect detailed test results.

```bash
nao test server
```

--------------------------------

### Get distinct column values template

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to identify unique values within a specific column of a data warehouse table.

```text
What are the distinct values in the column {column_name}?
```

--------------------------------

### Configure Postgres Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Standard configuration for PostgreSQL.

```yaml
databases:
  - name: postgres_prod
    type: postgres
    host: postgres.example.com
    port: 5432
    database: analytics
    user: "{{ env('POSTGRES_USER') }}"
    password: "{{ env('POSTGRES_PASSWORD') }}"
    schema_name: public
```

--------------------------------

### Configure Azure OpenAI via Environment Variables

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Alternative to UI configuration for setting up Azure OpenAI credentials and endpoint parameters.

```bash
AZURE_API_KEY=...
AZURE_RESOURCE_NAME=my-resource          # or AZURE_OPENAI_BASE_URL=https://my-resource.openai.azure.com/openai
AZURE_API_VERSION=v1                     # optional, defaults to v1
AZURE_USE_DEPLOYMENT_BASED_URLS=false    # optional, set to true only for legacy /deployments/{id} endpoints
```

--------------------------------

### Deploy project to nao Cloud

Source: https://docs.getnao.io/nao-agent/cloud/get-started

Command to push the local project context to a Cloud workspace using an API key.

```bash
nao deploy https://app.getnao.io --api-key nao_sk_...
```

--------------------------------

### Configure MySQL Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Standard configuration for MySQL.

```yaml
databases:
  - name: mysql_prod
    type: mysql
    host: mysql.example.com
    port: 3306
    database: analytics
    user: "{{ env('MYSQL_USER') }}"
    password: "{{ env('MYSQL_PASSWORD') }}"
```

--------------------------------

### Dockerfile and .dockerignore Configuration

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Configuration files for containerizing the nao project.

```dockerfile
FROM getnao/nao:latest

# Copy your project
COPY . /app/project/

# Set working directory
WORKDIR /app/project
```

```text
.env
venv/
.git/
.gitignore
credentials/
```

--------------------------------

### Deploy multiple projects to one domain

Source: https://docs.getnao.io/nao-agent/self-hosting/multiple-projects

Run the deploy command from each individual project folder to manage multiple projects under a single organization domain.

```bash
# from ~/projects/sales
nao deploy https://your-nao-domain.com --api-key nao_sk_...     # project_name: sales

# from ~/projects/finance
nao deploy https://your-nao-domain.com --api-key nao_sk_...     # project_name: finance

# from ~/projects/marketing
nao deploy https://your-nao-domain.com --api-key nao_sk_...     # project_name: marketing
```

--------------------------------

### Configure Google OAuth environment variables

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Set these environment variables in your deployment to enable Google authentication.

```bash
GOOGLE_CLIENT_ID=your-client-id-here
GOOGLE_CLIENT_SECRET=your-client-secret-here
```

--------------------------------

### Enable multi-project mode

Source: https://docs.getnao.io/nao-agent/self-hosting/multiple-projects

Set the NAO_MODE environment variable to cloud to enable multi-project functionality.

```bash
NAO_MODE=cloud
```

--------------------------------

### Extend default Slack prompt

Source: https://docs.getnao.io/nao-agent/context-builder/system-prompts

Use the {{ nao_prompt }} placeholder to prepend custom guidance to the default Slack system prompt.

```markdown
{{ nao_prompt }}

## Extra Slack guidance
- Always start the answer with a one-line TL;DR.
- Link the source dashboard when one exists.
```

--------------------------------

### Compare dev and production tables

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to generate a comparative summary of two tables, focusing on row counts, schema, and value distribution.

```text
Profile these 2 tables of dev and production and compare them.
Provide a summary of differences in number of rows, schema, value distribution.
```

--------------------------------

### Sync Repository Content

Source: https://docs.getnao.io/nao-agent/context-builder/repos

Execute the sync command to clone, extract, and index the configured repository files.

```bash
nao sync
```

--------------------------------

### Project Structure for Unit Tests

Source: https://docs.getnao.io/nao-agent/context-engineering/evaluation

Recommended directory layout for organizing test files and output results.

```text
your-project/
├── nao_config.yaml
├── RULES.md
├── tests/                          # Test folder
│   ├── total_revenue.yml          # Test file 1
│   ├── customer_metrics.yml       # Test file 2
│   └── outputs/                   # Test results (auto-generated)
│       └── results_20250209_143022.json
```

--------------------------------

### Configure Git-managed context source

Source: https://docs.getnao.io/nao-agent/self-hosting/context-source

Set these environment variables to enable Git-based context loading. Ensure the appropriate authentication method (SSH key or HTTPS token) is provided based on the repository URL.

```bash
NAO_CONTEXT_SOURCE=git
NAO_CONTEXT_GIT_URL=git@github.com:your-org/your-nao-context.git
NAO_CONTEXT_GIT_BRANCH=production        # optional, defaults to main
NAO_CONTEXT_GIT_SUBPATH=tools/nao        # optional, sparse-checkout a subdirectory
NAO_CONTEXT_GIT_SSH_KEY={{ secret_ssh_key }}   # SSH URLs
# NAO_CONTEXT_GIT_TOKEN={{ secret_pat }}       # HTTPS URLs (optional)
```

--------------------------------

### Configure MSSQL Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Standard configuration for Microsoft SQL Server.

```yaml
databases:
  - name: mssql_prod
    type: mssql
    host: sqlserver.example.com
    port: 1433
    database: analytics
    user: "{{ env('MSSQL_USER') }}"
    password: "{{ env('MSSQL_PASSWORD') }}"
    driver: FreeTDS
    schema_name: dbo
```

--------------------------------

### Enable Context Recommendations

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Set this environment variable in your deployment configuration to activate the automated context audit feature.

```bash
BETA_CONTEXT_RECOMMENDATIONS_ENABLED=true
```

--------------------------------

### Git repository configuration prompt

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

The interactive prompt for linking a git repository to the project.

```text
Set up git repositories? [Y/n]
> y

Repository URL:
> https://github.com/your-org/dbt-project

Path within repo (optional):
> models/
```

--------------------------------

### Configure Claude Desktop MCP Server

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Add this configuration to your claude_desktop_config.json file to connect via the npx command.

```json
{
  "mcpServers": {
    "nao": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "<your-endpoint-url>"
      ]
    }
  }
}
```

--------------------------------

### Configure Git Context via Environment Variables

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Sets the repository URL for cloning the Nao context at runtime.

```bash
NAO_CONTEXT_GIT_URL=https://github.com/your-org/your-nao-context.git
```

--------------------------------

### Configure Repositories in YAML

Source: https://docs.getnao.io/nao-agent/context-builder/repos

Define repositories using either a Git URL or a local file path in the configuration file.

```yaml
repos:
  - name: dbt_project
    url: https://github.com/your-org/dbt-project
```

```yaml
repos:
  - name: dbt_project
    local_path: ../dbt
```

--------------------------------

### Configure GitHub SSO Environment Variables

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Set these variables to enable GitHub authentication for your team.

```bash
GITHUB_CLIENT_ID=your-github-client-id
GITHUB_CLIENT_SECRET=your-github-client-secret
GITHUB_SSO=true
```

--------------------------------

### Defining project exclusions with .naoignore

Source: https://docs.getnao.io/nao-agent/cloud/deploy

Use a .naoignore file to specify files and directories that should be excluded from the deployment archive.

```text
# .naoignore
dbt_packages
logs
secrets.yaml
*.parquet
```

--------------------------------

### Create staging dbt model from table

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Generates a staging model and YAML documentation based on an existing data warehouse table.

```text
Create a staging model from this table, as well as its yaml documentation.
```

--------------------------------

### Run full analysis for business request

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to perform automated data analysis, including query generation and plain English explanations.

```text
Run full analysis to answer this business request:
{business_request}
Find the relevant tables/columns to answer the request, and write the corresponding queries.
Answer with answer in plain english + raw query results to illustrate answer.
```

--------------------------------

### Configure AI Summary for Databases

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Enable AI-based summaries by adding ai_summary to templates and defining the refresh policy in the database configuration.

```yaml
databases:
  - name: warehouse_prod
    type: snowflake
    templates:
      - columns
      - preview
      - ai_summary
    ai_summary:
      refresh_policy: interval   # always (default), interval, or once
      interval_days: 7           # used only when refresh_policy: interval
```

--------------------------------

### Configure Optional GitLab Settings

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Additional settings for enabling SSO, self-hosted instances, or restricting user access.

```bash
GITLAB_SSO=true                          # expose GitLab as a login provider
GITLAB_BASE_URL=https://gitlab.example.com   # for a self-hosted GitLab instance
GITLAB_ALLOWED_USERS=username1,username2     # restrict sign-in to specific users
```

--------------------------------

### Configure .dockerignore

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Excludes unnecessary files and directories from the Docker build context.

```text
.env
venv/
.gitignore
.DS_Store
```

--------------------------------

### Database connection prompt

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

The interactive prompt for selecting and configuring database connections.

```text
Set up database connections? [Y/n]
> y

Select database type:
  1. Snowflake
  2. BigQuery
  3. Databricks
  4. PostgreSQL
  ...
```

--------------------------------

### Authenticate with SSH Deploy Key

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Configures SSH authentication for private repositories using a private key.

```bash
NAO_CONTEXT_GIT_URL=git@github.com:your-org/your-nao-context.git
NAO_CONTEXT_GIT_SSH_KEY="-----BEGIN OPENSSH PRIVATE KEY-----
...
-----END OPENSSH PRIVATE KEY-----"
```

--------------------------------

### Configure Langfuse via .env

Source: https://docs.getnao.io/nao-agent/self-hosting/observability

Add these variables to a .env file in your project folder to enable tracing for nao chat.

```bash
LANGFUSE_PUBLIC_KEY=pk-lf-...
LANGFUSE_SECRET_KEY=sk-lf-...
LANGFUSE_BASE_URL=https://cloud.langfuse.com
```

--------------------------------

### Context Repository File Structure

Source: https://docs.getnao.io/nao-agent/context-builder/overview

The standard directory layout for a nao context project, including configuration, rules, tools, and data sources.

```text
your-project/
├── nao_config.yaml                    # Main configuration
├── RULES.md                           # Agent behavior rules
├── agent/                             # Agent tools and integrations
│   ├── mcps/                          # Model Context Protocols (MCP servers)
│   ├── skills/                        # Reusable skills workflows
│   └── tools/                         # Custom tools
├── databases/                         # Database context
├── docs/                              # Documentation files (including synced Notion pages)
├── repos/                             # Cloned repositories
└── semantics/                         # Semantic context
```

--------------------------------

### Configure environment variables

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Store sensitive credentials in a .env file to avoid committing them to version control.

```bash
# .env file (add to .gitignore)

# OpenAI / Anthropic / Azure OpenAI
OPENAI_API_KEY=sk-...
ANTHROPIC_API_KEY=...

# AWS Bedrock (choose one auth method)
# Option 1: bearer token
AWS_BEARER_TOKEN_BEDROCK=...

# Option 2: IAM credentials
AWS_ACCESS_KEY_ID=...
AWS_SECRET_ACCESS_KEY=...
AWS_REGION=us-east-1

# Warehouse credentials
SNOWFLAKE_USER=my_user
SNOWFLAKE_PASSWORD=my_password

# Slack
SLACK_BOT_TOKEN=xoxb-...
SLACK_SIGNING_SECRET=...
AWS_REGION=us-east-1
```

--------------------------------

### Configure a local MCP server

Source: https://docs.getnao.io/nao-agent/chat/capabilities/tools-mcps-skills

Define a local MCP server using the command-based transport in the mcp.json configuration file.

```json
{
  "mcpServers": {
    "metabase": {
      "command": "npx",
      "args": ["-y", "@getnao/metabase-mcp-server@latest"],
      "env": {
        "METABASE_URL": "http://localhost:3008/",
        "METABASE_API_KEY": "your-metabase-api-key"
      },
      "disabled": false,
      "autoApprove": [],
      "disabledTools": []
    }
  }
}
```

--------------------------------

### Project name prompt

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

The interactive prompt for defining the project name, defaulting to the current directory name.

```text
What is the name of your project?
> my-analytics-agent
```

--------------------------------

### Best Practices for Secrets

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Comparison of secure environment variable usage versus insecure hardcoded paths.

```yaml
# ✅ Good
credentials_json: {{ env('GCP_SERVICE_ACCOUNT_KEY_JSON') }}
api_key: ${OPENAI_API_KEY}

# ❌ Bad - Never do this
credentials_path: ./credentials/key.json
api_key: sk-abc123...
```

--------------------------------

### Configure Notion in nao_config.yaml

Source: https://docs.getnao.io/nao-agent/context-builder/notion

Manually define the Notion API key and list of page IDs to sync.

```yaml
notion:
  api_key: {{ env('NOTION_API_KEY') }}
  pages:
    - 0123456789abcdef0123456789abcdef
    - fedcba9876543210fedcba9876543210
```

--------------------------------

### Project Configuration YAML

Source: https://docs.getnao.io/pages/configuration-reference

Defines the core project settings including database connections, repository sources, LLM providers, and integration keys.

```yaml
project_name: my-project

databases:
  - type: postgres
    name: prod-db
    host: localhost
    port: 5432
    database: analytics
    user: ${{ env('DB_USER') }}
    password: ${{ env('DB_PASSWORD') }}
    include:
      - "public.*"
    exclude:
      - "public.tmp_*"
    exclude_columns:
      - "*._peerdb_*"
    templates:
      - columns
      - query_history
      - preview
      - ai_summary

  - type: duckdb
    name: local
    path: ./warehouse.duckdb

repos:
  - name: dbt-models
    url: https://github.com/myorg/dbt-models.git
    branch: main

llm:
  annotation_model: gpt-4.1-mini
  providers:
    - provider: openai
      api_key: ${{ env('OPENAI_API_KEY') }}
      models:
        - id: gpt-4.1
          default: true
        - id: gpt-4.1-mini
          name: GPT-4.1 mini
          costs: # US dollars per million tokens
            input_no_cache: 0.4
            input_cache_read: 0.1
            output: 1.6
    - provider: anthropic
      api_key: ${{ env('ANTHROPIC_API_KEY') }}
      models:
        - id: claude-sonnet-4-5
          settings:
            temperature: 0

notion:
  api_key: ${{ env('NOTION_API_KEY') }}
  pages:
    - https://notion.so/my-page-id

slack:
  bot_token: ${{ env('SLACK_BOT_TOKEN') }}
  signing_secret: ${{ env('SLACK_SIGNING_SECRET') }}

mcp:
  json_file_path: ./agent/mcps/mcp.json

skills:
  folder_path: ./agent/skills/

test:
  models:
    - openai:gpt-4.1
    - anthropic:claude-sonnet-4-5
  threads: 4
  comparison:
    rtol: 0.00001
    atol: 0.00000001
    decimals: 2
```

--------------------------------

### Create full PR for business request

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to automate the creation of code changes, tests, and documentation for a specific business request.

```text
Create all necessary code changes for this business request:
{business_request}
Including models, tests, documentation, and PR description.
Make sure you check the code changes don't break any dependencies in the repository. Run any data quality checks needed to validate the code changes.
```

--------------------------------

### Configure GitLab SSO Environment Variables

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Set these variables to enable GitLab authentication and repository integration.

```bash
GITLAB_CLIENT_ID=your-gitlab-client-id
GITLAB_CLIENT_SECRET=your-gitlab-client-secret
GITLAB_REDIRECT_URI=https://<your-nao-host>/api/gitlab/callback
```

--------------------------------

### Configure Database Table Syncing

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Define include and exclude patterns for database tables using YAML configuration.

```yaml
databases:
  - name: warehouse_prod
    type: snowflake
    include:
      - analytics.*
      - marts.fct_*
    exclude:
      - analytics.tmp_*
      - marts.fct_*_backup
```

--------------------------------

### Replace default system prompt

Source: https://docs.getnao.io/nao-agent/context-builder/system-prompts

Omit the {{ nao_prompt }} placeholder to completely override the default system prompt with custom instructions.

```markdown
You are the ACME analytics assistant. Answer only with figures sourced
from the `prod_finance` schema, and never speculate beyond the data.
```

--------------------------------

### Configure Cursor MCP Server

Source: https://docs.getnao.io/nao-agent/chat/admin/setup

Add this configuration to your .cursor/mcp.json file or the Cursor MCP settings UI.

```json
{
  "mcpServers": {
    "nao": {
      "type": "http",
      "url": "<your-endpoint-url>"
    }
  }
}
```

--------------------------------

### Create a dbt model

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to generate a new dbt model and its corresponding YAML documentation.

```text
Create a dbt model called {model_name} that {description}, as well as its yaml documentation.
{Start from existing dbt models {ref_names}}
{Final output should include these columns: {column list}}
{Create this model in the {layer_name} layer / {folder_name} folder}
```

--------------------------------

### Configure Notion Databases and Views

Source: https://docs.getnao.io/nao-agent/context-builder/notion

Sync full databases or specific filtered views by including the view ID in the URL.

```yaml
notion:
  api_key: {{ env('NOTION_API_KEY') }}
  pages:
    - https://notion.so/workspace/Metrics-Glossary-0123456789abcdef       # full database
    - https://notion.so/workspace/Roadmap-abcdef0123456789?v=fedcba987654 # one view
```

--------------------------------

### Define the Context Map in RULES.md

Source: https://docs.getnao.io/nao-agent/context-builder/rules-context

Use this structure to route the agent to specific documentation files and repository locations, keeping the primary rules file lean.

```markdown
## Context map

**Per-table context** - each `databases/.../table=<name>/` folder contains:
- `columns.md` - column names, types, descriptions
- `profiling.md` - distinct counts, min/max, and `top_values`. Read before filtering on any column value.

**Repos:**
- `repos/dbt/` - dbt project. Column docs: `models/silver.yml`. Domain decisions: `models/silver/*_ANALYTICS_DECISIONS.md`. Semantic layer (metrics): `models/silver_semantic_layer.yml`.

**Docs:**
- `docs/crm.md` - CRM funnel statuses and opportunity stages. Read before any sales question.

**Semantic layer:** metrics are defined in `repos/dbt/models/silver_semantic_layer.yml`. Query through it, don't recompute from raw tables.
```

--------------------------------

### Standard SQL Formatting Rules

Source: https://docs.getnao.io/nao-ide/learn/rules-library

Guidelines for maintaining clean and readable SQL queries.

```text
- Always use CTEs for complex queries
- Use snake_case for all table and column names
- Include comments explaining business logic
- Prefer explicit JOINs over implicit joins
- Use meaningful aliases for tables
```

--------------------------------

### Create forecasting and scoring models

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use these templates to generate Python code for the full lifecycle of forecasting or scoring machine learning models.

```text
We want to create a ML model for forecasting {describe forecasting target}
Write Python code to:
- Import this data as a pandas dataframe
- Prepare the dataset for this ML model
- Write the training and test framework
- Implement ML model
- Measure performance of ML model
```

```text
We want to create a ML model for scoring {describe scoring target}
Write Python code to:
- Import this data as a pandas dataframe
- Prepare the dataset for this ML model
- Write the training and test framework
- Implement ML model
- Measure performance of ML model
```

--------------------------------

### Define .naorules configuration

Source: https://docs.getnao.io/nao-ide/nao-ai/agent-rules

Create a .naorules file in the project root to specify coding standards and agent behavior guidelines.

```text
- Always use CTEs for complex SQL queries
- Use snake_case for all table and column names
- Include comments explaining business logic
- Prefer explicit JOINs over implicit joins
- Follow our dbt style guide for model structure
```

--------------------------------

### dbt-Specific Rules

Source: https://docs.getnao.io/nao-ide/learn/rules-library

Best practices for structuring and documenting dbt models.

```text
- Follow dbt style guide for model structure
- Always include model documentation
- Use ref() instead of direct table references
- Group related models in the same folder
- Include tests for critical models
```

--------------------------------

### Select Specific Tests

Source: https://docs.getnao.io/nao-agent/context-engineering/evaluation

Commands to filter and run specific tests by name, filename, or subfolder.

```bash
# Run one test by test name or YAML filename stem
nao test -s total_revenue
```

```bash
nao test --select total_revenue
```

```bash
nao test -s total_revenue,customer_metrics
```

```bash
# Runs all tests under tests/contracts/
nao test -s contracts
```

--------------------------------

### YAML Test File Template

Source: https://docs.getnao.io/nao-agent/context-engineering/evaluation

Required structure for individual test files, including name, prompt, and SQL query.

```yaml
name: total_revenue
prompt: What is the total revenue from all orders?
sql: |
  SELECT SUM(amount) as total_revenue
  FROM orders
```

--------------------------------

### Reference environment variables in config

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Use the env() syntax to inject environment variables into the configuration file.

```yaml
api_key: {{ env('OPENAI_API_KEY') }}
user: {{ env('SNOWFLAKE_USER') }}
password: {{ env('SNOWFLAKE_PASSWORD') }}
```

--------------------------------

### Specify LLM Model for Testing

Source: https://docs.getnao.io/nao-agent/context-engineering/evaluation

Commands to run tests using specific models or compare multiple models.

```bash
# Test with GPT 4.1
nao test -m openai:gpt-4.1
```

```bash
nao test -m openai:gpt-4.1 -m anthropic:claude-sonnet-4-5
```

--------------------------------

### Define a context test in YAML

Source: https://docs.getnao.io/nao-agent/context-engineering/skills

Use this template to define natural-language prompts and their corresponding SQL queries for reliability benchmarking.

```yaml
name: churn_rate_last_quarter
prompt: How's churn looking this quarter?
sql: |
    SELECT
      SAFE_DIVIDE(churned, total) AS churn_rate_float_0_1
    FROM (
      SELECT
        COUNTIF(churned_at IS NOT NULL) AS churned,
        COUNT(*) AS total
      FROM <project>.<schema>.fct_subscriptions
      WHERE started_at < DATE_TRUNC(CURRENT_DATE, QUARTER)
    );

# Optional:
# category: revenue | activity | conversion | churn | retention | …
# difficulty: easy | medium | hard
# notes: why this test matters / what failure mode it catches
```

--------------------------------

### Run data analytics template

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to generate and execute an SQL query to answer a specific analytical question.

```text
Run this analysis: {analysis description}
Write SQL query, and execute it to answer the question.
```

--------------------------------

### Configure MotherDuck Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Configuration for MotherDuck using a connection string and environment variable authentication.

```yaml
databases:
  - name: motherduck
    type: duckdb
    path: md:my_database   # or `md:` to connect to your default database
```

```bash
export motherduck_token=<your-token>
```

--------------------------------

### Write SQL query template

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to generate a new SQL query based on specific table and column requirements.

```text
Write a SQL query that {description}.
{Start from these tables: {table_names}}
{Final output should include these columns: {column list}}
{Create this SQL query in {folder_name} folder / an SQL worksheet}
```

--------------------------------

### Configure Microsoft SSO Environment Variables

Source: https://docs.getnao.io/nao-agent/enterprise/authentication

Set these environment variables on the nao deployment to enable Microsoft SSO authentication.

```bash
AZURE_AD_CLIENT_ID=<application-client-id>
AZURE_AD_CLIENT_SECRET=<client-secret-value>
AZURE_AD_TENANT_ID=<directory-tenant-id>
```

--------------------------------

### Configure DuckDB Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Local file-based configuration for DuckDB.

```yaml
databases:
  - name: duckdb_local
    type: duckdb
    path: ./jaffle_shop.duckdb
```

--------------------------------

### PostgreSQL Connection String Format

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

The required format for the DB_URI environment variable when connecting to a PostgreSQL instance.

```text
postgres://[user_name]:[password]@[host]:[port]/[database]
```

--------------------------------

### Enable Query History Template

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Configure the database to include the query_history template by setting query_history_days.

```yaml
databases:
  - name: warehouse_prod
    type: snowflake
    query_history_days: 30
    templates:
      - columns
      - query_history
      - preview
```

--------------------------------

### Route Through an OpenAI-Compatible Proxy

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Configures an LLM proxy like LiteLLM by specifying a base_url for supported providers.

```yaml
llm:
  # Model used by database ai_summary templates, prefixed with the provider
  annotation_model: openai/gpt-5.2
  providers:
    - provider: openai
      api_key: {{ env('LITELLM_API_KEY') }}
      base_url: http://0.0.0.0:4000
      models:
        - id: gpt-5.2
        - id: claude-sonnet-4-5
```

--------------------------------

### Configure Branch and Subpath for Git Cloning

Source: https://docs.getnao.io/nao-agent/self-hosting/deployment-guide

Specifies a target branch and subdirectory for sparse checkout of the repository.

```bash
NAO_CONTEXT_GIT_URL=git@github.com:your-org/data-platform.git
NAO_CONTEXT_GIT_BRANCH=production
NAO_CONTEXT_GIT_SUBPATH=tools/nao
NAO_CONTEXT_GIT_SSH_KEY={{ secret_ssh_key }}
```

--------------------------------

### Define Chart and Visualization Guidelines in Markdown

Source: https://docs.getnao.io/nao-agent/context-builder/rules-context

A template for defining brand-specific color palettes and semantic colors to ensure consistent chart styling.

```markdown
## Chart & Visualization Guidelines

### Color palette (brand)
Always use these colors for every chart. Never use the charting library's defaults.

| Color | Use |
| --- | --- |
| `#2B2BFF` | Primary - default single-series color |
| `#12B981` | Second series |
| `#F59E0B` | Third series |

- Single-series charts: use the primary brand color.
- Multi-series charts: assign colors across the palette; beyond ~6 series, use tints and shades rather than off-brand hues.

### Semantic colors (good vs bad)
When a chart encodes good or bad values, use fixed semantic colors, not the brand palette:
- Good: `#12B981`
- Bad: `#EF4444`
```

--------------------------------

### Configure Fabric Database

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Configuration for Microsoft Fabric using various authentication methods.

```yaml
databases:
  - name: fabric_prod
    type: fabric
    server: myworkspace.datawarehouse.fabric.microsoft.com
    database: analytics
    schema_name: dbo
    auth_method: azure_cli
```

--------------------------------

### Explain a dbt model

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Provides a comprehensive explanation of a dbt model's purpose, sources, and metrics.

```text
Explain what this dbt model does, including:
- Business purpose and use case
- Data sources and transformations
- Key metrics and calculations
- Downstream usage
```

--------------------------------

### Configure warehouse credentials

Source: https://docs.getnao.io/nao-agent/context-builder/configuration

Methods for providing database credentials, choosing between local file paths or environment variable injection.

```yaml
databases:
  - name: bigquery-prod
    type: bigquery
    project_id: my-project
    dataset_id: analytics
    credentials_path: /path/to/service-account.json
```

```yaml
databases:
  - name: bigquery-prod
    type: bigquery
    project_id: my-project
    dataset_id: analytics
    credentials_json: {{ env('GCP_SERVICE_ACCOUNT_KEY_JSON') }}
```

--------------------------------

### Configure BigQuery Database Connection

Source: https://docs.getnao.io/nao-agent/context-builder/databases

Define connection parameters for BigQuery, including project IDs, credentials, and partition filters.

```yaml
databases:
  - name: bigquery_prod
    type: bigquery
    project_id: my-gcp-project
    dataset_id: analytics
    credentials_path: /path/to/service-account.json
    sso: false
    location: US
    max_query_size: 5
    partition_filters:
      events: "event_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 7 DAY)"
```

--------------------------------

### Find relevant tables template

Source: https://docs.getnao.io/nao-ide/learn/prompt-library

Use this template to discover the most appropriate tables and columns for a specific analysis.

```text
What are the most relevant tables and columns in the data warehouse to analyze: {analysis to run / information to find}
```

--------------------------------

### Connect to GitHub Remote

Source: https://docs.getnao.io/nao-agent/context-builder/git-repository

Commands to link a local repository to a GitHub remote and push the main branch.

```bash
git remote add origin https://github.com/your-username/your-repo.git
git branch -M main
git push -u origin main
```

--------------------------------

### POST /api/automations/<automationId>/run

Source: https://docs.getnao.io/nao-agent/chat/capabilities/automations

Triggers an immediate execution of a specific automation via an HTTP POST request.

```APIDOC
## POST /api/automations/<automationId>/run

### Description
Triggers an automation run via a webhook. Requires an organization API key for authentication.

### Method
POST

### Endpoint
https://<your-nao-host>/api/automations/<automationId>/run

### Parameters
#### Path Parameters
- **automationId** (string) - Required - The unique identifier of the automation to trigger.

### Request Example
```bash
curl -X POST https://<your-nao-host>/api/automations/<automationId>/run \
  -H "Authorization: Bearer nao_..."
```

### Response
#### Success Response (202)
- **runId** (string) - The unique identifier for the triggered run.
- **automationId** (string) - The identifier of the triggered automation.
- **status** (string) - The initial status of the run.

#### Error Responses
- **401** - Missing or invalid API key.
- **403** - Webhook trigger is disabled.
- **404** - Unknown automation or key from another organization.
- **409** - Automation is paused.
```

--------------------------------

### Configure Langfuse via Docker

Source: https://docs.getnao.io/nao-agent/self-hosting/observability

Pass the required Langfuse environment variables using -e flags when running the nao Docker container.

```bash
docker run -d \
  --name nao \
  -p 5005:5005 \
  -e BETTER_AUTH_URL=http://localhost:5005 \
  -e LANGFUSE_PUBLIC_KEY=pk-lf-... \
  -e LANGFUSE_SECRET_KEY=sk-lf-... \
  -e LANGFUSE_BASE_URL=https://cloud.langfuse.com \
  getnao/nao:latest
```

--------------------------------

### Notion Sync Directory Structure

Source: https://docs.getnao.io/nao-agent/context-builder/notion

The directory structure created after running nao sync.

```text
your-project/
└── docs/
    └── notion/
        ├── page-1.md
        ├── page-2.md
        └── ...
```

--------------------------------

### Run agent tests

Source: https://docs.getnao.io/nao-agent/quickstart

Executes the test suite defined in YAML files to measure agent performance.

```bash
nao test
```

--------------------------------

### Trigger automation via webhook with curl

Source: https://docs.getnao.io/nao-agent/chat/capabilities/automations

Use this command to initiate an automation run by sending a POST request to the automation endpoint with a valid bearer token.

```bash
curl -X POST https://<your-nao-host>/api/automations/<automationId>/run \
  -H "Authorization: Bearer nao_..."
```

--------------------------------

### General Code Rules

Source: https://docs.getnao.io/nao-ide/learn/rules-library

Universal best practices for writing clean and understandable code.

```text
- Write self-documenting code
- Keep functions focused and small
- Use descriptive variable names
- Comment complex business logic
```

--------------------------------

### View database directory structure

Source: https://docs.getnao.io/nao-agent/context-builder/databases

The directory structure generated by the sync process, organized by type, database, and schema.

```text
databases/
└── type=bigquery/
    └── database=my-gcp-project/
        └── schema=analytics/
            └── table=dim_users/
                ├── annotations.md
                ├── columns.md
                ├── preview.md
                ├── query_history.md
                └── profiling.md
```

--------------------------------

### Run sync in parallel

Source: https://docs.getnao.io/nao-agent/context-builder/synchronization

Increases the number of worker threads to speed up large synchronization tasks.

```bash
nao sync --threads 4
```
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