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:
loupe version2. Run loupe init
Run loupe init once in each repository:
cd ~/code/my-projectloupe init --url https://loupe.example.comloupe 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:
claude mcp add --scope user loupe -- loupe mcpTo 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
- Run the bridge explains the rule file and how to start, check and stop the bridge.
- The readiness guide lists what the project still needs.
- Workflows describe how a card moves across the board.
- The agent GitHub account sets the git identity that your agents push as.
- Run discovery has an agent read the repository and report on it.
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.