setup

name	setup
description	Install and configure the phData Toolkit CLI end to end — verify Java, get the toolkit binary on PATH, authenticate, initialize a toolkit project, and extract Data Source tool defaults. Use when the toolkit is missing, toolkit-check fails, or a user is onboarding to phData Toolkit workflows.

Toolkit CLI setup

Goal: a working toolkit command on PATH, an authenticated CLI, and an initialized toolkit project. Two helper commands from this plugin are available in Bash while it is enabled: toolkit-check (layered preflight; see exit codes below) and toolkit-setup (mechanical helpers: detect, path <dir>, project [dir]).

Walk only the steps that are actually broken — find out first.

Step 0 — diagnose

Run toolkit-check. Branch on the exit code:

Exit	Meaning	Go to
0	Binary, project, and datasource config all present	Step 5 (verify + done)
10	toolkit not on PATH	Step 1
11	Binary present but won't run (Java)	Step 2
12	No toolkit project (toolkit.conf)	Step 4
13	No datasource configured	Tell the user to run /toolkit-core:connect

Also run toolkit-setup detect and keep its key=value output handy — it answers most of the questions below (Java version, candidate installs, enclosing project).

Step 1 — get the toolkit binary on PATH

Check candidate_install from toolkit-setup detect:

• Candidate found (a previously extracted toolkit-cli-* directory): confirm it with the user, then run toolkit-setup path <dir>. This invokes that install's own toolkit admin shell, which appends a managed PATH section to ~/.bashrc / ~/.zshrc (bash and zsh only). Tell the user to source the rc file or open a new shell, then re-run toolkit-check --level binary.

• No candidate: confirm with the user, then run toolkit-setup install. It delegates to the official phData install script — the single source of truth for installation:

  • macOS / Linux: runs https://repo.phdata.io/toolkit-cli/install.sh, which downloads the CLI, verifies its SHA256, installs to ~/.local/opt/toolkit-cli, adds it to PATH in the shell profile (bash/zsh/fish), and prints JDK guidance if Java is missing.
  • Windows: prints the official commands for the user to run — PowerShell irm https://repo.phdata.io/toolkit-cli/install.ps1 | iex.

  Alternatives if the user prefers: Homebrew on macOS (brew tap phdata/toolkit && brew install toolkit-cli — then brew upgrade owns updates and Java comes as a dependency), or the manual zip install (https://toolkit.phdata.io/docs/toolkit-cli#installation).

After either path, note that the current Claude Code Bash session may not pick up rc-file/PATH changes; if toolkit is still not found here, export it for this session (export PATH="$PATH:<install-dir>") and remind the user to open a new terminal for theirs.

Step 2 — Java (only if toolkit --version fails)

The toolkit runs on the JVM and requires a Java LTS release: 11, 17, 21, or 25. Usually the installers handle this (Homebrew installs Java as a dependency; the Linux/Windows installers detect a missing JDK and guide the install). If toolkit-check exited 11 anyway:

• java_version=none in detect output: suggest a platform-appropriate install (macOS: brew install temurin; Linux: distro OpenJDK packages; Windows: winget install OpenJDK).
• Java present but toolkit still fails: run toolkit --version directly and show the user the error — likely an unsupported Java version or a corrupted/partial extract.

Step 3 — authenticate

Most toolkit commands need an auth token. Have the user run toolkit auth themselves — never enter credentials for them. Details: https://toolkit.phdata.io/docs/toolkit-cli#auth-token

Notes:

• phData employees authenticate with the phData flow; customers use their own token.
• Some features (parts of admin extract, all toolkit agent * commands) are license-gated and fail with an authorization error if the license doesn't include them — that's expected, not a setup bug.

Step 4 — initialize a toolkit project

A toolkit project is a directory with a toolkit.conf. Confirm the target directory with the user (usually the repo or working directory they'll run migrations from), then:

toolkit-setup project <dir>

This runs toolkit init (skipped if toolkit.conf already exists) and then toolkit admin extract ds to materialize the Data Source tool defaults (tools/ds/ — profile config, type mappings, codegen templates). If the extract step warns about authentication, finish Step 3 and re-run toolkit admin extract ds from the project directory.

Step 5 — verify and hand off

Re-run toolkit-check:

• exit 0 → setup is complete. If the user's next move is connecting a database, suggest /toolkit-core:connect; if they plan to use the toolkit agent commands (e.g. the toolkit-pipeline plugin) with their own LLM provider, /toolkit-core:llm configures that (optional — phData users get a Bedrock fallback automatically); if they just want to explore, toolkit ds tutorial is a zero-credential practice environment.
• exit 13 → the project has no datasource yet: hand off to /toolkit-core:connect.
• anything else → revisit the matching step above.