This guide installs HELIX into a GitHub Copilot-using repo. HELIX is content + one routing skill; Copilot reads the routing rules and catalog through repo-scoped instruction files.
The HELIX repo ships a .github/copilot-instructions.md at the repo
root. Adopter repos can copy or include this file (and the rest of
HELIX) and Copilot will pick it up automatically across every
Copilot surface that supports custom instructions.
Two repo-resident artifacts:
- The instruction file —
.github/copilot-instructions.md. Plain Markdown auto-injected as Copilot system context. The HELIX repo ships this file; copy it into your adopter repo verbatim. - The HELIX content —
skills/helix/SKILL.md(routing skill) andworkflows/activities/(artifact catalog). Vendor or include via submodule.
HELIX does not require any GitHub Copilot extension or App. The custom-instructions path is the canonical install today.
The legacy Copilot Extensions (GitHub Apps) path was sunset on 2025-09-24 and fully disabled on 2025-11-10. Do not invest there. See Copilot research notes.
Either:
- Vendor the routing skill and catalog at the conventional paths:
<repo>/ skills/helix/SKILL.md workflows/activities/00-discover/ workflows/activities/01-frame/ ... workflows/activities/06-iterate/ - Or install via DDx:
ddx install helix(DDx places HELIX content under.ddx/plugins/helix/; you may need to symlink.ddx/plugins/helix/skills/helixintoskills/helixfor Copilot to discover it from the repo root).
Copy this file from the HELIX repo (or symlink it from a vendored HELIX checkout):
<repo>/.github/copilot-instructions.md
That file points Copilot at skills/helix/SKILL.md and
workflows/activities/ and states the HELIX conventions (single
public skill, no fork, runtime-neutral).
No install command needed. Copilot reads the file automatically.
For per-subtree HELIX guidance, add files under
.github/instructions/ with applyTo: frontmatter:
---
applyTo: "docs/helix/01-frame/**"
---
# Frame-mode HELIX guidance for these paths
...Path-scoped instructions are read by VS Code/JetBrains/Xcode/Eclipse Copilot Chat, the cloud agent, code review, and Copilot CLI. They are NOT read by github.com Copilot Chat.
.github/copilot-instructions.md is read by:
- VS Code, JetBrains, Xcode, Eclipse Copilot Chat
- github.com Copilot Chat
- Copilot cloud agent
- Copilot code review
- Copilot CLI (
gh copilot)
AGENTS.md (also at the repo root) is read by Copilot cloud agent +
VS Code Copilot Chat + Copilot CLI — but NOT by github.com Copilot
Chat or most IDE chat surfaces. Use .github/copilot-instructions.md
as the primary path; AGENTS.md is supplementary.
In any Copilot surface with the repo open and instruction file discoverable, ask:
What HELIX routing modes are available, and where is the routing
skill in this repo?
A correct install:
- Lists modes (input, frame, align, evolve, design, backfill, review, polish, check/next, build, run, commit, release, experiment, worker) or a faithful subset.
- Cites
skills/helix/SKILL.mdas the routing skill. - Mentions reading
.github/copilot-instructions.md(when prompted explicitly).
A broken install responds with generic Copilot guidance that does not reference the HELIX skill.
For CI/Docker use, the gh copilot CLI (GA January 2026) honors
.github/copilot-instructions.md:
export GITHUB_TOKEN=<personal access token with Copilot license>
gh copilot suggest "list the HELIX routing modes from skills/helix/SKILL.md"The token holder must have an active Copilot license (Pro/Business/ Enterprise). For non-interactive verification, parse the response for expected mode names.
See Workflow integration test for a complete harness that exercises skill activation across three scenarios (install-verify, skill-list, bootstrap) with vhs recording. Run with:
bash tests/workflows/copilot-cli/run-scenarios.sh| Mode | Copilot Chat (IDE/web) | Copilot CLI | Cloud agent |
|---|---|---|---|
input, frame, align, evolve, validate, review, backfill, polish, check/next |
yes (read + write Markdown) | yes | yes |
design |
yes | yes | yes |
build, run, commit, release, experiment, worker |
limited — chat surface, no persistent execution loop | partial — shell available but no DDx integration | yes via cloud agent + MCP, if configured |
Execution-oriented modes (build, run, commit, release,
experiment, worker) assume a runtime. Pair Copilot with DDx (or
another runtime) for the full HELIX loop; use Copilot solo for
methodology-only HELIX work (alignment, framing, evolve, review,
polish).
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. GitHub Copilot does not have a sub-agent dispatch mechanism, so Refresh runs sequentially: each activity directory is processed in order (00-discover, then 01-frame, …, through 06-iterate). For large artifact trees where parallel processing would be beneficial, consider using DDx or another execution runtime alongside Copilot for faster turnaround.
If you need HELIX to expose tool calls (artifact catalog queries, alignment checkers), package those as an MCP server and register it with Copilot per GitHub's MCP guide. MCP is overkill for methodology-only HELIX and is not required for the install paths above.
Cloud-agent MCP servers must be configured via repo Settings →
Copilot → Cloud agent → MCP configuration (web UI paste). There is no
.mcp.json-in-repo auto-install for the cloud agent.
.github/copilot-instructions.md— the HELIX repo's own instruction file (copy verbatim into adopter repos)- docs/resources/agents/github-copilot-instructions.md — Copilot mechanism research notes
- Install README index
- Companion install guides: Claude Code,
OpenAI Codex CLI, Databricks Genie Code,
DDx (use
ddx install helix)