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Install HELIX

HELIX is a methodology, an artifact-type catalog, and a single routing skill. It is not a CLI, a tracker, or a runtime. To use HELIX you make its content discoverable from the runtime you already use. This index points at the per-runtime install guides and states the minimal runtime contract HELIX assumes.

The source content is the same across every runtime. Per-runtime guides describe discovery and invocation only. They do not fork the skill or the catalog. See No-fork policy below.

Minimal runtime contract

A HELIX-compliant runtime can:

  1. Read markdown files from the project's filesystem.
  2. Write markdown files to the project's filesystem.
  3. Search files by path or pattern across the project.
  4. Optionally execute a shell command for verification or build/run modes.

That is the full contract. HELIX assumes nothing else — no tracker, no queue, no execution loop, no IDE integration, no language toolchain. This contract is the binding form of PRD R-4 (runtime-neutral content) and the Constraints section. Items 1–3 are required; item 4 is optional and only some routes (build, run, commit, release) make use of it.

If your runtime satisfies items 1–3, HELIX's alignment, framing, design, evolve, validate, and review routes all work. If it also satisfies item 4, the execution-oriented routes become available.

Source of truth

The runtime install guides are packaging notes. The normative HELIX content lives in two places in this repo:

  • skills/helix/SKILL.md — the single routing skill. One public entry point (helix), one routing table, one set of per-mode workflow contracts. There are no separate public helix-* skills.
  • workflows/ — the artifact-type catalog and methodology specification. workflows/activities/00-discover through workflows/activities/06-iterate carry the artifact templates, prompts, quality criteria, and examples. workflows/principles.md, workflows/ratchets.md, and workflows/artifact-schema.md carry the methodology invariants.

When a per-runtime guide and the skill or catalog disagree, the skill and catalog win. The guides are about how a particular runtime finds and invokes this content, not about what the content says.

Per-runtime install guides

Five supported runtimes. Each guide is self-contained: file layout, install steps, invocation, and verification. Pick the one that matches your environment; install more than one if you use more than one.

ddx install helix

DDx is the reference runtime. ddx install helix clones HELIX into ~/.ddx/plugins/helix/ (uses the Claude Code plugin format, so the same content serves both runtimes).

Best fit for: the full HELIX-plus-runtime experience. DDx provides the bead queue, execution loop, evidence capture, and worker process that drives HELIX modes against a tracked work plan.

claude plugin marketplace add https://github.com/DocumentDrivenDX/helix
claude plugin install helix@helix --scope user -y

Install via the Claude Code plugin marketplace. The HELIX repo ships both the plugin manifest and the marketplace listing.

Best fit for: local development with full read/write/search and shell access. Supports every HELIX route, including build and run.

npx skills add DocumentDrivenDX/helix -a codex

Install via the Vercel Labs Skills CLI (the cross-runtime install helper from agentskills.io). Drops HELIX into ~/.codex/skills/helix/ for filesystem-scan auto-discovery. A direct filesystem-copy fallback is available for Dockerfile/no-Node environments.

Best fit for: terminal-native Codex sessions with full agentskills spec compliance.

# adopter repo: copy .github/copilot-instructions.md from the HELIX repo
cp helix/.github/copilot-instructions.md .github/
git add .github/copilot-instructions.md && git commit

Auto-discovered across VS Code/JetBrains/Xcode/Eclipse Copilot Chat, github.com Copilot Chat, code review, cloud agent, and Copilot CLI. No install command beyond committing the file.

Best fit for: Copilot-using teams adopting HELIX as a repo-scoped methodology. The legacy GitHub App Extensions path is retired (Nov 2025); MCP servers remain an option for future tool-using extensions.

bash scripts/build-genie-bundle.sh
python scripts/install-genie.py
python scripts/verify-genie.py

Build the bundle locally, upload via the Databricks Python SDK to /Workspace/.assistant/skills/helix/, then verify offline. End-to-end verification of skill activation requires manual browser interaction with Genie Code (no public chat API).

Best fit for: Databricks-resident teams who want HELIX governance to live alongside their data and notebook work. Methodology-only — execution-oriented routes typically land in Databricks jobs/notebooks or CI pipelines rather than inline.

Refresh: keeping your HELIX tree current

Refresh is a first-class HELIX mode that brings every artifact instance under a project HELIX tree up to date with the current canonical templates and prompts. Each runtime supports Refresh with different fan-out mechanisms: DDx via ddx agent run --harness <activity> per activity directory (parallel), Claude Code via the Agent tool per activity (parallel), and Codex CLI via codex agent sub-runs per activity (parallel). Databricks Genie Code and GitHub Copilot do not have sub-agent dispatch, so Refresh runs sequentially through each activity directory in order. All runtimes use the same underlying HELIX methodology for validation and artifact updates.

Convergence point: agentskills.io

Claude Code, Codex CLI, Cursor, VS Code/Copilot, Gemini CLI, and Databricks Genie Code all adopt the open Agent Skills specification. HELIX's skills/helix/SKILL.md is agentskills-compliant: required name and description frontmatter, parent directory name equal to name:, progressive-disclosure layout with heavy content in references/ (or, in HELIX's case, workflows/).

The cross-runtime install helper npx skills add (from Vercel Labs) works for runtimes that load skills from local filesystem paths (Claude Code, Codex CLI). It does NOT install to Genie's /Workspace/.assistant/skills/ (use scripts/install-genie.py instead) and is not the canonical path for Copilot (.github/copilot-instructions.md commit) or DDx (ddx install helix).

No-fork policy

The per-runtime guides exist so adopters can install HELIX. They do not exist to localize, dialect, or rewrite the methodology.

  • The normative skill body lives in skills/helix/SKILL.md and nowhere else. Per-runtime guides may quote it for orientation but must not paste a divergent copy.
  • The artifact catalog lives in workflows/ and nowhere else. Per-runtime guides may describe the directory layout (so users know what they are vendoring) but must not redefine artifact types, templates, or quality criteria.
  • If a runtime genuinely requires content adaptation — for example, a manifest file, a wrapper instruction file, or a packaging metadata document — that adaptation lives inside the per-runtime install guide, clearly marked as a runtime-specific shim. It does not get pushed back into skills/ or workflows/.
  • A per-runtime guide that introduces normative HELIX behavior the other guides do not share is a bug against PRD R-4 and R-7. File it as a HELIX alignment finding.

This policy is what makes "the source content is the same across every runtime" enforceable. Five install paths, one HELIX.

Engineer-facing mechanism research

The user-facing per-runtime guides keep packaging notes minimal. For mechanism details — what commands exist, manifest schemas, headless testing surfaces — see the research notes:

Homepage linking

The HELIX website homepage links to website/content/install/_index.md, which mirrors this index as an in-site Hugo page. The homepage carries a dedicated "Install HELIX in your runtime" section with per-runtime CTA cards and a "Read the full install index" link.

See also