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docs(m103): template-only install + two-tier template catalogue#115

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indykish merged 2 commits into
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chore/m103-two-tier-templates-docs
Jun 30, 2026
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docs(m103): template-only install + two-tier template catalogue#115
indykish merged 2 commits into
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chore/m103-two-tier-templates-docs

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@indykish

@indykish indykish commented Jun 30, 2026

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Aligns the docs with M103 (two-tier Fleet template catalog).

What changed

  • Install is template-only. agentsfleet install --template <id> is the install path; install --from <path> (local-directory install) is removed. fleet update --from (live-edit of an installed fleet) is unchanged. Authoring routes through onboarding (dashboard/API) then install by id.
  • Reframed ~14 pages (install, CLI reference, quickstart, authoring, tools, webhooks, credentials, troubleshooting, running, overview, workspaces) and the Fleet Bundle error-codes section.
  • New changelog <Update> for the two-tier catalogue (Breaking: install surface + removed bundle/snapshot endpoints) and the gallery description + credential-reason copy.

Pairs with the agentsfleet PR for M103.

🤖 Generated with Claude Code

Greptile Summary

Broad documentation alignment for M103: the install surface is now template-only (agentsfleet install --template <id>), local-directory installs are removed, and a two-tier template catalogue (platform + workspace) is introduced. ~14 pages and the error-code reference are updated to reflect the new onboard-then-install flow and the fleet update --from path for iterating on running fleets.

  • Removes all --from references from the install path across CLI reference, quickstart, authoring, tools, webhooks, credentials, troubleshooting, and overview pages.
  • Adds a two-tier catalogue model (platform catalogue + workspace tenant templates) with the new GET /v1/workspaces/{workspace_id}/fleet-templates and POST /v1/admin/fleet-templates / POST /v1/workspaces/{workspace_id}/fleet-templates onboarding endpoints.
  • Adds a structured changelog <Update> entry documenting the breaking install-surface change and removed bundle/snapshot endpoints.

Confidence Score: 4/5

Safe to merge with one correction in cli/agentsfleet.mdx before it ships.

The agentsfleet templates section in cli/agentsfleet.mdx still says "the same gallery the dashboard shows," but the PR explicitly adds that the dashboard now unions the platform catalogue with workspace-tier templates while agentsfleet templates only hits the platform-only endpoint. A user who onboards workspace templates and looks for them via the CLI will find the reference doc wrong. All other pages update cleanly and consistently.

cli/agentsfleet.mdx — the agentsfleet templates command description needs the "same gallery as the dashboard" claim corrected and the "first-party" terminology updated to "platform".

Important Files Changed

Filename Overview
cli/agentsfleet.mdx Removes install --from from the overview table and updates the install --template description, but the agentsfleet templates section still says "the same gallery the dashboard shows" (now inaccurate since the dashboard includes workspace templates) and retains stale "first-party" terminology.
fleets/install.mdx Full rewrite aligning with template-only install. New sections cover onboarding, iterating, and authoring flows. Exit code 0 retains stale "(or updated)" wording now that install is no longer idempotent.
fleets/templates.mdx Correctly refactored from two-source (local + catalogue) to two-tier template model. Anchor links are intact, #install-from-the-catalogue section preserved. GET /v1/fleets/bundles note and dashboard distinction are accurately distinguished.
fleets/troubleshooting.mdx Section 1 correctly broadened to cover both onboarding and fleet update frontmatter rejection. Network allowlist section still tells users to "re-install" rather than use fleet update.
changelog.mdx Adds a well-structured M103 changelog entry covering breaking changes, new API endpoints, and CLI surface changes.
api-reference/error-codes.mdx Fleet Bundle section updated to reflect template onboarding terminology; UZ-BUNDLE-005 now correctly references "Template object storage" instead of "Snapshot storage".
fleets/authoring.mdx Validation section correctly updated to reference onboarding and fleet update instead of install --from; example command is concrete and accurate.
fleets/overview.mdx Correctly updated lifecycle step 1 to reference install --template <id> and template resolution. Card text updated to remove local-bundle mention.
fleets/running.mdx Overview and install section cleanly updated to template-only model; fleet update path mentioned for authoring workflow.
fleets/credentials.mdx Single line updated to reference install --template instead of install --from; accurate and consistent.
fleets/tools.mdx Validation section correctly updated to reference onboarding and fleet update --from instead of install --from.
fleets/webhooks.mdx Single reference updated from install --from to install --template; accurate.
quickstart.mdx Author card description updated to reflect onboard-then-install flow; accurate and concise.
workspaces/managing.mdx Single reference updated from install --from to install --template; accurate.
cli/install.mdx Updated to remove local-bundle install path and guide users to onboard-then-install; consistent with the new model.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart TD
    A[Author SKILL.md + TRIGGER.md] --> B{Onboarding path}
    B -->|Platform tier| C["POST /v1/admin/fleet-templates\n(platform:template:write scope)"]
    B -->|Workspace tier| D["POST /v1/workspaces/{ws}/fleet-templates\n(template:write scope)"]
    C --> E[(Platform catalogue)]
    D --> F[(Workspace gallery)]
    E --> G[agentsfleet templates / Dashboard gallery]
    F --> G
    G --> H["agentsfleet install --template &lt;id&gt;"]
    H --> I[Fleet created in workspace]
    I --> J["agentsfleet fleet update &lt;fleet_id&gt; --from &lt;path&gt;"]
    J -->|Re-parses + PATCHes live fleet| I
Loading
%%{init: {'theme': 'base', 'themeVariables': {"darkMode": true, "background": "#0d1117", "primaryColor": "#21262d", "primaryTextColor": "#e6edf3", "primaryBorderColor": "#8b949e", "lineColor": "#8b949e", "textColor": "#e6edf3", "edgeLabelBackground": "#161b22", "actorBkg": "#21262d", "actorBorder": "#8b949e", "actorTextColor": "#e6edf3", "actorLineColor": "#8b949e", "signalColor": "#8b949e", "signalTextColor": "#e6edf3", "noteBkgColor": "#373320", "noteBorderColor": "#d4a72c", "noteTextColor": "#f0e6c0", "labelBoxBkgColor": "#21262d", "labelBoxBorderColor": "#8b949e", "labelTextColor": "#e6edf3", "loopTextColor": "#e6edf3", "activationBkgColor": "#30363d", "activationBorderColor": "#8b949e"}}}%%
flowchart TD
    A[Author SKILL.md + TRIGGER.md] --> B{Onboarding path}
    B -->|Platform tier| C["POST /v1/admin/fleet-templates\n(platform:template:write scope)"]
    B -->|Workspace tier| D["POST /v1/workspaces/{ws}/fleet-templates\n(template:write scope)"]
    C --> E[(Platform catalogue)]
    D --> F[(Workspace gallery)]
    E --> G[agentsfleet templates / Dashboard gallery]
    F --> G
    G --> H["agentsfleet install --template &lt;id&gt;"]
    H --> I[Fleet created in workspace]
    I --> J["agentsfleet fleet update &lt;fleet_id&gt; --from &lt;path&gt;"]
    J -->|Re-parses + PATCHes live fleet| I
Loading

Reviews (2): Last reviewed commit: "docs(m103): address greptile review on #..." | Re-trigger Greptile

Fleet install is now template-only (install --template <id>); the local-directory
install --from path is removed (fleet update --from live-edit stays). Reframe the
install page, CLI reference, quickstart, authoring, tools, webhooks, credentials,
troubleshooting, running, overview, and workspace pages around installing a
pre-onboarded template from the workspace gallery; authoring routes through
onboarding (dashboard/API). Add a changelog Update for the two-tier template
catalogue (Breaking: install surface, removed bundle/snapshot endpoints) and the
gallery description + credential-reason copy. Update the UZ-BUNDLE-002 message and
the Fleet Bundle error-codes intro.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Comment thread fleets/templates.mdx Outdated
Comment thread api-reference/error-codes.mdx Outdated
Comment thread fleets/templates.mdx Outdated
Comment thread fleets/templates.mdx
- Sharing: clone → onboard → install --template, then iterate with fleet update --from (the old copy ran fleet update on a fresh machine with no fleet).
- UZ-BUNDLE-005: 'Snapshot storage' → 'Template object storage' (matches the onboarding model).
- Roadmap Note: 'first-party catalogue' → 'platform catalogue' (consistency).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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