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First steps

To run an instance of your own, read Installing Loupe first.

This page is for a person who already has a Loupe account and the URL of an instance. At the end, your agent sends a plan to Loupe, and you review it in the browser. The examples use https://loupe.example.com as the instance URL.

1. Install the CLI

The loupe CLI connects a coding agent on your machine to Loupe. It runs on macOS and Linux. Follow Installing the CLI, then check the install:

Terminal window
loupe version

2. Run loupe init

Run loupe init once in each repository:

Terminal window
cd ~/code/my-project
loupe init --url https://loupe.example.com

loupe init signs you in when you are signed out. The CLI prints a link and a code. Open the link in a browser where you are signed in to Loupe. Make sure that the page shows the same code, then choose Allow. Signing in the CLI with a code tells what the page shows. Later runs need no --url.

Then it chooses the project. It lists the projects your login covers and asks which one. When your login covers none, it creates one from the origin remote. It runs loupe project link for that project, then installs the Claude Code plugin, writes the rule file, and starts the bridge in the background. Run the bridge describes these steps. A second run changes nothing that is done already.

loupe project link writes .loupe.yaml, which holds the project id. Commit the file, so everyone in the repository reaches the same project.

It also writes .loupe/lifecycle.md, the repository profile that every stage skill reads, also when .loupe.yaml exists already. The file holds the gate commands, the pull request rules, the column names and the epic branch rules. It guesses the gate commands from a justfile, a Makefile, package.json, composer.json or go.mod, and marks each guess “detected, check it”. It lists only checks with a common name, such as lint or test, so add each other check that CI runs. Read the file, correct the guesses, and commit it, because a worker sees only what you push. A profile that exists is never replaced.

When Claude Code does not start the loupe MCP server yet, loupe project link offers to declare it for every repository. --mcp accepts the offer with no question:

Terminal window
claude mcp add --scope user loupe -- loupe mcp

To commit the server to the repository instead, run loupe init --mcp-json, which passes the flag on to loupe project link. It writes .mcp.json:

{
"mcpServers": {
"loupe": { "command": "loupe", "args": ["mcp"] }
}
}

The file holds no credential. Claude Code asks you to approve the server the first time. Connecting through the CLI has the details.

The plugin that loupe init installs adds skills that tell the agent how to write a document, work a board and act on feedback. It holds no credential. The Claude Code plugin lists the skills, and shows how to install it by hand.

3. Open the readiness guide

Open the Workshop of the project in your instance. The project owner sees the readiness guide there. It is a checklist of what the project needs before agents can work on it, such as a connected agent, a ready bridge and the agent account that pushes code. See The readiness guide.

4. Write a first document

Start Claude Code in the repository, and ask it for a plan. For example:

Write an implementation plan for the next feature, and send it to Loupe for review.

The agent calls the document_create tool. Loupe stores the plan as a document in your project, and the tool returns a review URL. The agent gives you that URL.

5. Read a first review

Open the review URL. Select a passage to comment on it. A comment can also suggest a replacement for the passage.

When you finish, select Finish review. Approve the version, or request changes with a note. When you request changes, ask the agent to read the review. It calls document_get_review and sends a new version. Documents and review describes the review page.

Next

Other ways to connect

A client that is not on your machine connects by URL over OAuth, with no CLI. Claude reaching your instance from Anthropic’s servers is an example. See Connecting by URL.

Loupe issues no static API token, so every connection starts with a sign-in in a browser.