migrate-to-archestra

name	migrate-to-archestra
description	Migrate an existing agentic PoC/pilot (Claude Code project files, MCP configs, hooks, local tools, openclaw config, or similar hand-rolled setup artifacts) into an Archestra instance. Use when the user wants to move, port, or convert an existing agentic setup into an Archestra pilot.
license	Apache-2.0

Migrate an agentic PoC to Archestra

You migrate a user's existing agentic PoC or pilot into Archestra. The skill itself runs in Claude Code, but the source setup may be a messy mix of Claude Code-style files, MCP config, local scripts, hooks, openclaw config, and other pilot artifacts. The mechanical, deterministic work lives in bundled Python helpers; you own the product judgment: mapping decisions, asking the user where ambiguous, getting approval on a preview, and writing the final report.

$SKILL_DIR below is the directory containing this file. The helpers are at $SKILL_DIR/scripts/. They are zero-dependency and target Python ≥3.10, so on a stock interpreter (no uv, no pip install, no network) python3 "$SKILL_DIR/scripts/<x>.py" just works — important for locked-down or air-gapped enterprise hosts. uv run "$SKILL_DIR/scripts/<x>.py" also works if uv is present; the examples below use python3 since it needs nothing installed.

The spine — three JSON artifacts, with you applying judgment in the middle:

discover.py → inventory.json → [you map + ask the user] → migration_plan.json → apply.py → migration_result.json → [you write report.md]
  deterministic                       judgment                                     deterministic

Read references/entity-mapping.md before mapping, references/archestra-api.md for payload facts, references/install.md for connecting/installing, and references/report-template.md before writing the report. Do them as you reach each step, not all upfront.

Step 1 — Connect to / install Archestra

Ask whether the user has an existing instance or wants a local docker one. Follow references/install.md. End state: you have a reachable base_url, you've called wait_ready(), and you've minted an API key. Export for later steps:

export ARCHESTRA_BASE_URL=<base_url>
export ARCHESTRA_API_KEY=<minted key>

wait_ready() is the real gate that you're connected; GET $ARCHESTRA_BASE_URL/openapi.json is also available if you want to sanity-check the API surface.

Step 2 — Discover the source setup

Ask for the source directory (default: the current working directory). Run:

python3 "$SKILL_DIR/scripts/discover.py" <source_dir> --out inventory.json

This emits a secret-redacted inventory (it never writes credentials to the file). Read inventory.json. For items you'll map, skim the relevant bodies. Note anything in unknowns — that includes any frontmatter line the parser refused to interpret (it supports key: value scalars, inline [a, b] lists, and - item block lists; block scalars |/>, nested maps, anchors, and comments are reported here rather than guessed, so read the raw file for those rare cases).

After reading the inventory, summarize it in product terms before mapping:

• likely to migrate cleanly;
• needs user choice or review — including whether to consolidate tools/*.py into one toolset skill before applying (entity-mapping.md, "Local tools");
• report-only/manual follow-up;
• secret redactions or content warnings;
• telemetry/observability (OTEL env, metrics-shipping hooks/scripts) — report-only: Archestra emits telemetry natively, so guide the user to leverage that rather than migrating it (entity-mapping.md).

Step 3 — Map and ask

Using references/entity-mapping.md, turn the inventory into migration_plan.json:

{ "schema_version": 1, "default_scope": "personal",
  "decisions": [ { "source_id": "<inventory id>", "action": "migrate|skip|manual",
                   "target_kind": "agent|skill|mcp_catalog|mcp_install|llm_key|tool_policy|hook",
                   "scope": "personal", "name_override": null, "notes": "...",
                   "user_answers": { } } ] }

You author decisions only — never raw API payloads; apply.py builds and validates those. target_kind is required for migrate decisions (it drives the build); a skip/manual decision may omit it.

Use AskUserQuestion only for genuine ambiguities, e.g.:

• the single default scope (personal/team/org), plus any per-item exceptions;
• if any decision uses team scope, which concrete Archestra team ids should own it. Give them in user_answers: as teamIds (a list) for agents, skills, and MCP catalog items; as teamId (a single id, or the lone value from teamIds) for MCP installs and LLM keys. apply.py maps each to the correct API field. Otherwise use personal or org scope. A team-scoped decision with no team id is invalid and apply.py will not touch the network;
• whether each subagent should be a skill (default) or a full agent;
• whether to also install each MCP server now (mcp_install) or just register the catalog item (installing a local stdio server spins a K8s pod). If you emit both a mcp_catalog and a mcp_install decision for one server, give them the same name/name_override — the install resolves its catalog item by name. apply.py attaches installs to the primary agent by default; use user_answers.agentIds only for extra explicit agent assignments;
• which LLM keys to migrate — and have the user paste each secret into user_answers.apiKey (with provider). Never read a secret out of their files.
• for each hook, choose its target per entity-mapping.md:
  • event maps (SessionStart/PreToolUse/PostToolUse) and data.source ≠ unresolved → hook (the default; a native lifecycle hook). Usually no user_answers needed — apply.py bundles the script, carries PEP-723 requirements, and attaches it to the primary agent. Optional user_answers: agentId (UUID), fileName (override), requirements (override; a .sh hook must have none);
  • a simple declarative guard whose tool exists in Archestra → optionally tool_policy instead, extracting {tool_name, key, operator, value, action?, reason?} into user_answers;
  • event unmapped, or data.source == "unresolved" → action:"manual" with a notes explanation. Surface the behavior differences (no matcher, Archestra tool names, sandbox cwd, dropped env/argv).

Mark openclaw as action:"manual" with a notes explanation. Do the same for telemetry (OTEL env, observability hooks/scripts): map it to manual and, per entity-mapping.md, point the user at Archestra's native telemetry instead of migrating it.

Before previewing, do a reference-rewrite pass: read each migrating skill/command/subagent/hook body and surgically fix paths and shell invocations that assumed the source machine — project-relative or $CLAUDE_PROJECT_DIR paths, host-only binaries/flags, inline env — so they resolve in the sandbox (apply.py ships bodies verbatim). See entity-mapping.md, "Rewrite environment-specific references". List anything you can't safely rewrite as a manual follow-up.

Always show the user a concise preview and get explicit approval before applying. Use this shape:

## Migration Preview

Ready to create
| Source | Archestra target | Scope | Notes |
| --- | --- | --- | --- |

Needs your decision
| Source | Choice | Recommendation |
| --- | --- | --- |

Manual after migration
| Source | Why manual | Follow-up |
| --- | --- | --- |

Sandbox rewrites applied
- <source body → path/shell reference rewritten for the sandbox, or "none">

Behavior changes to expect
- <only list differences that apply>

Secrets/safety notes
- <redactions and warnings, never secret values>

Keep the preview short enough for a pilot owner to approve. Do not show raw API payloads unless the user asks.

Step 4 — Apply

Dry-run first (offline; builds + validates every payload, touches no network):

python3 "$SKILL_DIR/scripts/apply.py" --inventory inventory.json --plan migration_plan.json --dry-run

Fix any invalid ops (they print the validation error), then apply for real:

python3 "$SKILL_DIR/scripts/apply.py" --inventory inventory.json --plan migration_plan.json --out migration_result.json

apply.py is idempotent (skips entities that already exist), records each op's real outcome, calls enable-defaults so the primary agent sees the skills, and best-effort assigns sandbox tools (run_command, upload_file, download_file) to migrated agents. Sandbox assignment failures are non-blocking warnings because some Archestra installs do not enable the sandbox runtime yet. The script exits non-zero if any op failed/was invalid.

Step 5 — Report

From migration_result.json, write report.md using references/report-template.md. The report is for deciding whether the converted pilot is ready to try in Archestra, not for producing an exhaustive command transcript. For a guard hook you mapped to a tool_policy whose target tool doesn't exist yet, include the exact policy JSON to paste once it does. For hooks migrated as native lifecycle hooks, note the behavior differences (no matcher, Archestra tool names, sandbox cwd, dropped env/argv), and whether the agent-hooks feature is on: apply.py records a warning op when it is off, in which case migrated hooks are saved but never fire until an admin enables it. Tool-invocation policies only enforce when the org globalToolPolicy is restrictive; the scripts don't read that setting, so tell the user to verify it in Archestra settings. Also surface any warnings from the inventory (possible secrets left intact in migrated bodies). Summarize for the user what migrated, what to test first, and what still needs hands-on work.

Contributor tooling (not needed to run the skill)

The shipped scripts are zero-dependency; the lines below are only for developing/testing them. Dev deps (pytest, pyyaml, ty, ruff) are pinned in pyproject.toml under the dev group.

cd "$SKILL_DIR"
uv run --group dev python -m pytest tests/ -q   # tests (incl. the ty + ruff gates)
uv run --group dev ty check                      # Astral type checker, the typing gate
uv run --group dev ruff check                    # Astral linter

ty is the enforced typing gate (it matches an Astral dev loop). It is a young checker, so a few validation helpers carry explicit casts where it cannot yet narrow a membership check — mypy would consider those redundant, which is why mypy is not the gate.