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okto-pulse

by OktoLabsAI

Okto Pulse


Table of Contents

Reference documents

Document

Contents

docs/ARCHITECTURE.md

Dependency owner matrix, adapter source map and the port → adapter matrix

docs/RELEASE-NOTES.md

Full changeset per version

docs/TOKEN-USAGE.md

Measured MCP context cost for agents

docs/kg-health.md

Knowledge Graph health signals and triage

docs/KG_SOURCE_NAVIGATION.md

Open owning artifacts from KG nodes and Global Discovery; provenance resolution, permissions and read-only API

docs/DIAGRAM_CANVAS_AND_LINEAGE_UI.md

Architecture canvas margins, explicit lineage connection handles, status colors and isolated browser validation

docs/GRAFX_V005_ADOPTION.md

Grafx 0.0.5 adoption, optional capability boundary, Settings and validation checkpoint

docs/GRAFX_ADVANCED_ADOPTION_0_0_6.md

Grafx 0.0.6 adoption: composed reads, ranked search, independent Global readers, history/provenance and analytics; API/configuration contracts and validation evidence

docs/GRAFX_RECOVERY_BATCHING.md

Bounded Global recovery writes, rollback/fencing guarantees and remaining batch opportunities

Related MCP server: flaiwheel

What is Okto Pulse?

Okto Pulse is a local-first SDLC workbench built for teams that use AI coding agents but still want traceability, quality gates and durable project memory.

Instead of sending an agent straight from a prompt to code, Okto Pulse keeps the work explicit:

Stories -> Ideation -> Refinement -> Spec -> Sprint -> Tasks / Tests / Bugs

Every stage has structured artifacts, lineage, status transitions and validation rules. Agents can create and update those artifacts through MCP tools, while humans can inspect and steer the same work in the web UI.

Platform Surface

Current 0.3.3 surface:

Surface

Count

Governance gates

18

Core MCP tools

340

Community-only MCP tools

0

MCP tools exposed by okto-pulse serve

340

The community package materializes the full okto-pulse-core command catalog in its FastMCP host. That means installed community runtimes expose the complete core tool catalog while keeping the CLI, frontend and packaging layer separate from the core engine. The MCP count is measured from the transport-neutral Core catalog at implementation time; Community adds operational resources and adapters, not extra community-only MCP tools.

Get Started

1. Install

pip install okto-pulse

Okto Pulse requires Python 3.11+.

NOTE

On first run, Okto Pulse downloads theall-MiniLM-L6-v2 sentence-transformers model into the Hugging Face cache. This powers semantic search in the Knowledge Graph. If the model cannot be downloaded, the app still starts in deterministic stub mode and the Settings view reports that semantic search is disabled.

2. Initialize a workspace

Run this inside the project directory where your coding agent will work:

okto-pulse init

This creates:

  • the local data directory under ~/.okto-pulse/

  • a default board and agent

  • a project-local .mcp.json that points your agent at the local MCP server

3. Start the app

okto-pulse serve

Default endpoints:

Endpoint

URL

Web UI + API

http://localhost:8100

MCP server

http://localhost:8101/mcp

Both listeners run in one Python process. This keeps the embedded graph database under a single writer while still exposing independent API/UI and MCP ports.

4. Open the UI

Go to http://localhost:8100, select the default board and start with either:

  • a Story, when you want lightweight pre-ideation context grouped by topic

  • an Ideation, when the feature or problem is already ready to be discussed

Connect an AI Coding Agent

Most agent tools can discover the generated .mcp.json automatically when they run from the same directory.

Community keeps its local REST identity deliberately human-only. Authenticated agent submissions use the Core MCP surface locally; a SaaS edition may inject an agent-aware AuthenticationPort into the same edition-neutral REST contract. Neither path makes Community acquire, clone, browse, probe or inspect source code: the external agent checks access and capabilities in its own environment and submits only the bounded result.

Agent or tool

Setup

Claude Code

Run it from the directory that contains .mcp.json.

Claude Desktop

Copy the generated MCP server block into Claude Desktop settings.

Codex

In Menu → Agents, create an agent or regenerate its key, then click Codex (CLI) and run the copied command in your terminal.

Cursor

Add the MCP server URL in Cursor MCP settings.

VS Code

Copy the server block into .vscode/mcp.json.

Windsurf / Cline

Use the generated .mcp.json when supported.

The Codex (CLI) button copies codex mcp add okto-pulse --url "<Pulse MCP URL with agent key>", using the runtime MCP address and the newly revealed API key. Install Codex CLI first. After rotating the key, copy and run the new command, then restart the Codex session; the old key stops working. Configuration copying is disabled when the reveal-once key is hidden. Keep the copied command private: it contains the key and can be saved in shell history and Codex's configuration. The command configures a connection; board access still needs to be granted in Pulse. See the official Codex MCP documentation.

Generated shape:

{
  "mcpServers": {
    "okto-pulse": {
      "url": "http://localhost:8101/mcp?api_key=dash_..."
    }
  }
}

If you change the MCP port, regenerate the file:

okto-pulse init --agents

Token Usage

Connecting an agent over MCP has a fixed context cost (the tool catalogue) plus a variable cost (tool responses). Response projections — summary, detail, full — let you trade detail for tokens.

→ Measured token usage — fixed cost per connection, on-demand resources, variable response cost and ballpark session profiles.

Core Workflow

Okto Pulse is intentionally workflow-first. Each stage answers a different question.

Stage

Purpose

Stories

Optional lightweight user-story inputs, grouped by topic, that can feed one or more ideations.

Ideation

Capture the problem, assess ambiguity and collect Q&A before committing to a solution path.

Refinement

Investigate code, constraints, prior decisions, mockups, architecture and knowledge entries.

Spec

Define acceptance criteria, functional requirements, business rules, API contracts, tests and decisions.

Sprint

Slice approved specs into reviewable implementation batches when the work is large.

Tasks / Tests / Bugs

Execute implementation with linked tests, bug evidence, validation and conclusions.

The lineage graph keeps these relationships inspectable, including story-to-ideation and task-to-test/bug relationships.

Governance Gates

Okto Pulse protects the workflow with checks that run on status transitions.

The platform currently has 17 named governance gates:

Gate family

Gates

Resource readiness

Resource readiness; resource-to-task coverage

Spec coverage

Scenario/test coverage; functional requirement/business rule coverage; technical requirement/task coverage; API contract/task coverage; active decision/task coverage

Validation and evaluation

Spec validation; spec qualitative evaluation; task validation

Execution quality

Task start/spec readiness; task conclusion; cognitive closeout; architecture-findings done; test evidence; bug test-first/traceability

Sprint health

Sprint closure/evaluation

  • Specs require coverage across acceptance criteria, functional requirements, business rules, API contracts, decisions and test scenarios.

  • Tasks cannot start until the parent spec has the required scenario coverage.

  • Tasks moving to done require a structured conclusion with completeness and drift assessment.

  • Done transitions are also held while unresolved cognitive-consolidation items remain (cognitive closeout), and active architecture warnings block a spec or card from reaching done (architecture-findings gate). Both moved from defined to enforced in 0.2.3.

  • Test cards require evidence before they can be marked as automated, passed or failed.

  • Bug cards follow a test-first workflow and must remain traceable to the task and related test work.

  • Validation gates can require independent review before specs or tasks are considered complete.

Board settings let teams tune thresholds without removing the traceability model.

Knowledge Graph

Okto Pulse maintains an embedded per-board Knowledge Graph for durable project memory.

Agents use the graph to:

  • find related prior decisions

  • detect contradictions and superseded context

  • reuse lessons from previous bugs

  • query global discovery context across boards

  • consolidate specs, bugs and implementation conclusions into searchable knowledge

Operational health is visible through:

  • the in-product KG view

  • MCP health tools

  • dead-letter and queue metrics

  • graph database runtime settings in the board settings panel

GET /health is a constant-time liveness endpoint: it performs no storage scan and keeps the backward-compatible HTTP 200 and status: "healthy" contract while the process can answer requests. Relational integrity is available on the explicit, read-only GET /health/integrity diagnostic through integrity_status and findings.sprint_origin_integrity; do not use that storage-backed route as a recurring liveness probe. A missing sprint lineage foreign key with clean data is degraded; an invalid lineage row or a probe failure is critical. Direct SQL repair is unsupported; use application workflows or a verified backup/restore procedure.

Architecture

Okto Pulse ships as two packages: okto-pulse-core owns the SDLC domain, the governance gates and the Knowledge Graph contracts as pure Protocol seams; okto-pulse (this package) owns every concrete mechanism — SQLite, Okto Grafx, the filesystem, the scheduler, telemetry state, the REST app and the MCP host.

Core never imports Community. Community fills the ports at startup, and an unfilled slot fails closed rather than falling back to a silent default.

→ Architecture in full — dependency owner matrix (AF-05/AF40), registration flow, the adapter source map, and the port → adapter matrix showing which core contract each of the 156 adapter modules implements.

CLI Reference

Command

Description

okto-pulse init

Initialize local data, seed the default board and generate .mcp.json.

okto-pulse init --agents

Regenerate MCP agent configuration.

okto-pulse init --accept-terms

Accept terms non-interactively. Also supported through OKTO_PULSE_TERMS_ACCEPTED=1.

okto-pulse serve

Start API/UI and MCP in one Python process.

okto-pulse serve --api-port N --mcp-port M

Override API/UI and MCP ports.

okto-pulse status

Show service status, database path, size and board counts.

okto-pulse status --json

Emit one status object; SQLite errors return exit 1 without an initialization hint.

okto-pulse code-traceability requests <board_id>

List persisted code-investigation requests.

okto-pulse code-traceability receipts <board_id>

List agent-attested execution receipts.

okto-pulse code-traceability inspect <board_id> <kind> <record_id>

Inspect one persisted request or receipt.

okto-pulse code-traceability diagnose <board_id>

Validate the persisted Code Traceability schema and board policy.

okto-pulse metrics status [--window-days N]

Show local metrics state and aggregates; N is 1–400, default 30.

okto-pulse metrics enable-beacon --policy-version VERSION --yes

Opt in to anonymous hourly aggregate metrics.

okto-pulse metrics disable

Turn metrics off.

okto-pulse metrics export [--output PATH]

Export local metrics as JSONL.

okto-pulse metrics purge-local --yes

Delete local metrics files after explicit confirmation.

okto-pulse api-key [--handoff-file PATH]

Atomically consume a reveal-once bootstrap API-key handoff.

okto-pulse reset [-y]

Delete SQLite, uploads and SQLite-owned board graph directories, then re-seed; offline and explicitly destructive.

okto-pulse verify-pipeline <board_id>

Check all five Kanban-KG pipeline layers for a board.

okto-pulse kg dedup-entities <board_id>

Run the idempotent KG entity deduplication migration for a board.

okto-pulse kg migrate-schema (--board <board_id> or --all-boards)

Apply graph schema migrations manually. The runtime also auto-heals supported legacy schemas.

okto-pulse kg backfill <board_id> [--apply]

Re-extract deterministic KG nodes and edges; dry-run by default.

okto-pulse kg proposals <board_id>

List pending KG curation proposals.

okto-pulse kg unmerge <board_id> <record_id>

Logically reverse a dedup equivalence record without re-pointing edges.

okto-pulse kg export <board_id> --output PATH

Export a deterministic JSON-LD graph.

okto-pulse kg subtype declare <node_type> <kind_of>

Declare a governed KG subtype.

okto-pulse kg restore <quarantine_id> [--apply]

Plan or apply restoration of a quarantined KG snapshot.

For exact JSON/error, graph-reset ownership and migration admission contracts, see CLI corrections and safety.

Run with Docker

Published image

docker run -d --name okto-pulse \
  -e HOST=0.0.0.0 \
  -e MCP_HOST=0.0.0.0 \
  -p 8100:8100 \
  -p 8101:8101 \
  -v okto-pulse-data:/data \
  ghcr.io/oktolabsai/okto-pulse:latest

Then open http://localhost:8100 and retrieve the bootstrap API key:

docker exec okto-pulse okto-pulse api-key

Compose

Use the production compose file when you want a PyPI-based image:

docker compose -f docker-compose.prod.yml build
docker compose -f docker-compose.prod.yml up -d

Use the local compose file when hacking on the community package together with a sibling okto-pulse-core checkout:

docker compose build
docker compose up -d

Environment variables

Variable

Default

Purpose

HOST

127.0.0.1

API/UI bind host. Use 0.0.0.0 in containers.

MCP_HOST

127.0.0.1

MCP bind host. Use 0.0.0.0 in containers.

DATA_DIR

~/.okto-pulse

SQLite database, uploads, graph storage and terms-acceptance root. Takes precedence over legacy OKTO_PULSE_HOME in the environment.

CORS_ORIGINS

*

Comma-separated allowed browser origins, e.g. https://one.example,https://two.example. Explicit values are preserved. Not authentication or a firewall.

KG_BASE_DIR

derived from DATA_DIR

Per-board graph database location.

KG_GRAFX_DESCRIPTOR_REVALIDATION

generation

Grafx process-local descriptor policy: generation or strict.

HF_HOME

~/.cache/huggingface

Sentence-transformers model cache.

MCP_TRACE_ENABLED

unset

Set to 1 to record MCP calls for replay testing.

MCP_TRACE_DIR

${KG_BASE_DIR}/mcp_traces

Trace output directory when tracing is enabled; falls back to ./mcp_traces when KG_BASE_DIR is unset.

MCP_ADMISSION_MAX_ACTIVE

4

Maximum concurrent MCP tool calls. REST/UI and MCP session/stream transport stay outside this gate.

MCP_ADMISSION_MAX_ACTIVE_PER_SESSION

2

Maximum concurrent MCP tool calls owned by one session.

MCP_ADMISSION_MAX_ACTIVE_WRITERS

1

Fixed single-writer lane; values other than 1 are rejected to preserve embedded persistence ownership.

MCP_ADMISSION_MAX_QUEUED

16

Maximum short-wait MCP tool calls across all sessions.

MCP_ADMISSION_MAX_QUEUED_PER_SESSION

4

Maximum queued MCP tool calls owned by one session.

MCP_ADMISSION_WAIT_TIMEOUT_MS

250

Maximum queue wait before a fail-fast saturation result. Set to 0 to reject instead of waiting.

MCP_ADMISSION_RETRY_AFTER_MS

500

Retry delay advertised by a retryable mcp_admission_saturated result.

For Grafx, generation is the Pulse default. Pulse owns each managed generation directory and performs restore/generation replacement only with its handles closed, satisfying this policy's closed lifecycle. It amortizes descriptor identity proofs only for Grafx's canonical heap, catalog, index and WAL names; control and unknown names remain strict. This removes repeated namespace system calls from page-heavy graph reads without changing Grafx locking, WAL, OCC or snapshot rules. Keep it for the ordinary local Pulse runtime where no other tool mutates the live generation.

strict proves the physical identity behind every cached descriptor hit. Select it when external tools may touch the database directory, during manual maintenance or forensics with uncertain directory provenance, on mixed-trust hosts, with live file replacement/replication that swaps names, or on an unsupported shared filesystem. Its advantage is detecting an out-of-protocol path replacement at the next physical operation; its cost is repeated namespace/descriptor calls on hot files. Conversely, generation can defer detection of that unsupported mutation until directed invalidation, generation advance or reopen. The policy is process-local and not persisted; it does not alter OCC, WAL, durability or multiwriter/multireader guarantees. Pulse fixes one policy per Grafx pool and refuses a handle whose observed effective mode differs from configuration. The full whitelist and transition matrix are specified in Okto Grafx's docs/architecture/ST2_DESCRIPTOR_REVALIDATION.md.

One-shot schema-migration and rollout builders continue to open their separate, unbound candidate paths with Grafx's strict default and close them before activation. They do not share the live pool or its path, so this conservative choice neither changes nor weakens the configured policy of the active Pulse database.

MCP admission is intentionally scoped to tool execution. Saturated calls receive a bounded, retryable outcome with next_action.rel=retry_after; initialization, streaming, resources, prompts, and the API/UI listener do not enter this queue.

Data Storage

All default local state lives under ~/.okto-pulse/:

~/.okto-pulse/
|-- data/
|   `-- pulse.db
|-- boards/
|   `-- {board-id}/
|       `-- graph.lbug
|-- global/
|   `-- discovery.lbug
|-- uploads/
|   `-- {board-id}/
`-- mcp_traces/
WARNING

Do not delete graph database directories to "fix" graph errors. Use the KG migration and health tools so schema or runtime issues remain diagnosable.

From Source

Clone both repositories next to each other:

git clone https://github.com/OktoLabsAI/okto-pulse-core.git
git clone https://github.com/OktoLabsAI/okto-pulse.git
cd okto-pulse

Install both packages in editable mode:

pip install -e ../okto-pulse-core -e .
okto-pulse init
okto-pulse serve

Build the frontend before packaging:

cd frontend
npm install
npm run build
cd ..

Troubleshooting

Restore network access and restart:

okto-pulse serve

You can also smoke-test the embedder from a source checkout:

python scripts/smoke_embedding.py

Check that the MCP port in .mcp.json matches the running server:

okto-pulse serve --api-port 8100 --mcp-port 8101
okto-pulse init --agents

If running in Docker, expose the MCP listener with MCP_HOST=0.0.0.0 and publish the port.

First confirm that only one okto-pulse serve process is using the same data directory. Then open board settings and check:

  • configured Board and Global Discovery providers

  • Grafx page size (fixed for each existing generation)

  • Grafx descriptor revalidation mode (generation for Pulse-managed paths; strict for forensic or externally shared paths)

  • KG health and dead-letter metrics

The DLQ Inspector in Settings → Event Queue can redrive an individual row or all accessible rows after their root cause is fixed. Redrive all requires an explicit UI confirmation and drains the board DLQ through bounded 200-row transactions. Both modes are permission-gated, idempotent and wake the consolidation worker.

Use the contextual error message as the source of truth when reporting an issue.

Release Notes

Current: 0.3.3 — Community delivers actionable semantic-guideline evidence, agent-mediated Code Traceability, governed lifecycle validation, resilient KG recovery, canonical Analytics dashboards and full-graph dependency lineage in a human-first UI.

→ Full release notes — 0.3.3, 0.3.2, 0.3.1 and 0.3.0 changesets, plus 0.2.6, 0.2.5, 0.2.3, 0.2.2, 0.2.1 and 0.2.0.

Graph storage

See Local/remote integration and recovery regression for the preserved local changes and their integration with the Grafx-only runtime.

See Open PR review for 0.3.3 for integration decisions, compatibility evidence and deferred dependency migrations.

See CLI, configuration and badge-refresh fixes (#84–#88) for export error behavior, terms storage, CORS configuration and validation evidence.

See Delivery evidence: committed code and test-card verification for the separate Spec completion gate, UI, REST/MCP contracts and audited exemptions.

See Code Evidence Matrix: associations and coverage for the distinction between contextual references and applicable evidence.

See Cognitive Action Center: review knowledge gaps for the human review workflow, waiver effects, failed-processing navigation and permissions.

See KG Health: observe, diagnose and recover for the operations dashboard, contextual help, action impacts and recovery safeguards.

Community uses Okto Grafx only, pinned to the published okto-grafx[accel]==0.0.7 release. uv.lock resolves Grafx from the official PyPI artifacts. See Grafx-only runtime, settings, retirement and data preservation. The Core remains storage-agnostic.

SaaS Closure Audit

The executable ownership matrix is generated by okto-pulse-saas-closure. Every transitional budget must remain zero; the command fails closed on import, dependency, adapter, wheel, or documentation drift.

Surface

Core contract

Community/local adapter

SaaS swap target

Executable gates

Relational runtime

repository/UoW and schema lifecycle ports; no ad-hoc dialect or engine/session factory bypass

SQLite/SQLAlchemy adapters in community.adapters.sqlalchemy_* and relational_schema_lifecycle

SQLite -> Aurora/Postgres

run_relational_residue_gate, audit_dependency_conformance, audit_community_core_import_boundary

KG graph runtime

KG interfaces, policies and adapter-neutral schema compatibility helpers

edition-owned graph adapters behind Community routed composition

edition graph adapters -> remote graph provider

audit_dependency_conformance, ImportBoundaryGate, audit_community_core_import_boundary

Durable files and artifacts

StorageProvider, RebuildAuditArtifactStore and CognitivePendingWorkProvider contracts

filesystem storage, upload_dir, rebuild audit storage and cognitive-pending providers

filesystem -> S3

run_rebuild_audit_storage_gate, run_core_settings_defaults_gate, run_public_config_stability_gate

Telemetry effects

TelemetryPort contracts, event schema and privacy policy

local JSONL store, state files, beacon sender and product telemetry adapters

local telemetry files/API -> AWS telemetry API

run_telemetry_store_ownership_gate, run_telemetry_sender_ownership_gate, run_telemetry_product_ownership_gate

Scheduler/runtime effects

JobSpec, SchedulerControl and KG daily tick policy

APScheduler-backed SingletonSchedulerControl

APScheduler local runtime -> runtime scheduler adapter

SchedulerControlSymbolGate, scheduler_signal_conformance

MCP resources and versions

MCP instruction/resource/version provider ports and stable public catalog

Community resource catalog, capability descriptors and package version wiring

local catalog/version reads -> deployment provider

run_public_config_stability_gate, register_instruction_provider, register_package_version_provider

F16 executable surface

Owner

Observed

Terminal target

Core import rows

Core

7327

classified

Community-to-Core import rows

Community

1222

classified

Direct dependency rows

Distribution owner

25

classified

import_boundary_baseline budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

singleton_baseline budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

dependency_temporary_exceptions budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

graph_runtime_compatibility budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

rebuild_artifact_compatibility budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

community_private_reach_ins budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

community_adapter_bridges budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

af35_relational_residue budget

675c43ee-7d91-4cc3-8f87-44eeb293f90c

0

0

License

Elastic License 2.0 - free for personal and commercial use. You may not provide this software to third parties as a hosted or managed service.

Copyright 2026 Okto Labs

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