Help

Short how-tos, each a few steps. Pick what you want to do; the guides below go deeper.

tags
#inherited
🤖Your AI agentsRunning agents by role, watching them, guardians🔐PermissionsWhat your AI may do on its own, and what waits for you🗝️VaultSecrets for your AI agents📋PipelineThe list of work, by role🗂️ProjectsCreating one, members, roles and permissions🧭System viewEach feature you asked for: built and checked🔬System view (pro)Spec, design, implementation and tests side by side🧮ExpressionsThe expression language by example⚙️SettingsEverything you can set, on one page🔄Dev-syncPages that follow changes while you work🧠ESP (Mind Meld)Your AI takes you to the page you're talking about✅WorkTo-dos and pipeline items side by side🚀InitThe init page, lifecycle messages, crons📝ObsidianKeep an Obsidian vault and d2 in step💡Example promptsWhat to ask your AI, and what came back🛠️Agent hintsQuirks of this build an AI agent should know

All help topics: Help.

Connect your AI

Your AI reads and writes your project for you: the wiki, your memories, the data and its model. You never copy a token.

  1. Let your AI reach d2. Allow your d2 address in your AI's network settings: the domain your project is on, with *. in front (for example *.ai-putty.com). In Claude: the allowed domains for code execution, in your settings or your project.
  2. Get your line. On your project's home, under Onboard your AI, press Done, then Copy. The line works once, for 10 minutes.
  3. Paste it into your AI chat. Your AI connects itself and keeps its access somewhere private. The card on your home turns green: Your AI is connected.
  4. Try it. Ask "list the topics in my d2 project". Its first job is usually "remove the onboarding section from my home page".
  5. Let it remember. Ask "remember in d2 that I follow copper producers": it appears under memories, where you can correct it.

Renew your token safely

Your AI's access lasts 7 days at first, then 30 days at a time. A couple of days before it ends, your AI tells you.

  1. Open AI tokens: from the notice d2 sends you, or user menu → Settings → AI permissions → AI tokens (/ai/tokens). Press Give my AI a new token.
  2. *Tell your AI: "get your new d2 token".* It fetches the new one itself and switches over; the old one stops working at that moment.

Already ended, or your AI can't fetch it? Open the fold under the button, copy the line it shows and paste it into your AI chat within 10 minutes.

Keep your AI away from a page

Add one line to the top of the topic, with its other properties:

It only limits AI tokens: people on the project see and edit it as before, and only a person can add, change or remove the line.

Keep work in the pipeline

The Pipeline (on your Home, and in the Toolbox) lists work waiting on the project: ideas you parked, questions for you, work passed between you and your AI agents. Say "park it" to your AI about an idea and it becomes an item. More: Pipeline.

See what your AI agents are doing

Running several AI agents on a project? Each posts to Agents (in the Toolbox):

You get a notice when one is stuck, keeps hitting its limits, or goes quiet. Agents only talk to each other, never to another person's; they write a memory only when you tell them to; a change to a skill waits in your Drafts. When one needs your OK, it leaves an approval in the Pipeline to Approve or Refuse.

Create a project

  1. Name it. Your first time, type a name under Make your first project. After that: user menu → My projects → New project. Lower-case letters, digits and dashes; it becomes the address, <name>.<your d2 domain>.
  2. Pick its kind: Hero (your own app, no code), Creator (you model and build) or Pro (the full kit: fiddle, flows, API). You can change it later in Settings.
  3. It's yours: you're its owner and admin. Visitors see its landing page.
  4. Who can join: Settings → Project: request (people ask, an admin approves; the default), open (anyone) or invite (only people an admin adds). Invite someone by email on Settings → Members.
  5. Bring your AI: see Connect your AI.

Write a wiki topic

  1. Start it: open the Wiki and press New topic. Names are letters, digits, - and _, no spaces.
  2. Write markdown on the left; the preview on the right follows as you type.
  3. Save (or ⌘/Ctrl + S). You need to be logged in; if you aren't, you're taken to Log in and back.

Add a class to the domain

  1. Open mining-domain and press Edit, or write a Spec: topic of your own.
  2. Add a line such as $class Drone (@key id: String, @label name: String, owner: <>Company).
  3. Save. The class appears in the model graph and the object browser.
  4. Problems? The save lists them, and so does the object browser's home. Rules: domain-modelling.

Add or edit an object

  1. Open the class in the object browser, for example Company.
  2. Press New Company, or open an object and press Edit.
  3. Fill in the form, press Review changes, then Save. Fields marked ? in the class can stay empty.

Add an image or a file

  1. Pick files: open Files in the menu. Images (png, jpg, gif, webp), pdf, or text (txt, md, csv, json, yaml…), up to 5 MB each.
  2. Tag them (that's how you find them again). Members only starts ticked: untick it for a file anyone may see, like a logo.
  3. Press Upload, then Copy markdown on the file and paste it into a topic.

Try an expression

  1. Open the Fiddle.
  2. Type one expression per line, e.g. [1, 2, 3] map (x => x * 2), or name = value to use it on later lines.
  3. Results show on the right. Load an example shows what the language can do.

Write a rule and run it

  1. Open the rule: the Fiddle, Specs tab: hello answers the message hello.greet.
  2. Change it, e.g. the greeting to "Hi, ${name}!". It's checked as you type. Save.
  3. Run its story: Stories tab, hello. It sends the message and checks its $expect lines; the one you just broke shows ✗ with what it got.
  4. Fix the $expect to match; it runs again as you type. Save it too.

More: order (guards, a discount, a rejected order) and alerts (lists, notifications, shared values). Runs never change your data.

Show data in a table

  1. Edit any topic and add a block:
    ```table
class: Holding
columns: company, shares, company.price as Price, value
totals: value
sort: value desc
```
  2. Save. The table shows the objects as the page loads (reload for new data); each row opens its form, + Add makes a new one.

Columns can follow a reference (company.price); computed fields (@calc in the class) work like any other. More: d2-maker.

Make an app

An app is a page with a free hand: your own HTML, CSS and scripts, reading and writing the project's data. The easy way: ask your AI "make an app that shows …".

  1. Make it: in the Wiki under apps, press New. An app is an App: topic holding a whole HTML page.
  2. Use your data in its script with d2.api, as whoever is looking at it:
    const list = await d2.api("GET", "/api/v2/dom/Holding")
await d2.api("POST", "/api/v2/diesel/run", { story: "$send market.refresh", scratch: false })
  3. Open it at /app/<name> (the topic has Open the app), and link it from your home with a card: 📈 | My app | /app/<name> | what it does.

Add a live widget

For a small live piece inside a page (prices from the web, a chart), put HTML and a script in an ```embedhtml block. It runs in a sandbox, takes the page's colours and fonts, sizes itself, and can fetch from sources that allow any site. d2portfolio's market cards are one.

Make your own stylesheet

Your AI can make you a new look; a stylesheet is just a Style: topic.

  1. Ask: "In d2, make me a stylesheet called yahoo: the logo says YAHOO, the background is dark green and the fonts are magenta."
  2. It checks its work: it saves Style:yahoo and fixes anything d2 reports.
  3. Pick it: Styles → Style topics → Use this stylesheet.
  4. Tweak it: ask ("make the links yellow") or edit its style block; reload to see it.
  5. Go back: Use this stylesheet on stylesheet-orange1, the default.

Start over

  1. Go to Home and press the red Reset all.
  2. Confirm. The demo data and every wiki topic go back to how they started; everything you added is gone, your Style topics included.

When things go wrong