Bruin AI Step 5 of 6

Build an AI Data Analyst

How AGENTS.md works

The AGENTS.md file sits at the root of your Bruin project. AI coding tools (Cursor, Claude Code, Codex) automatically read it when they start a session in the project directory. Here's what to include:

  • Project overview - what the data is about, who uses it
  • Data access rules - tell the agent how to query data. Bruin CLI's bruin query command is the standard way for an agent to run SQL against your warehouse. You should instruct the agent to always show you the SQL before executing it, and to use --limit on large tables to avoid expensive queries. Also explicitly state it's read-only - no INSERT, UPDATE, DELETE, or DROP on production tables.
  • Domain glossary - acronyms, KPIs, business-specific definitions the agent wouldn't know on its own
  • Data caveats - timezone handling, known NULL semantics, sync delays, data freshness
  • Query guidelines - restrictions on expensive operations (e.g. avoid full table scans on large tables), preferred SQL patterns

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