Skip to main content

Migrate to dbt Wizard

Move from Claude Code to dbt Wizard while keeping your project conventions.

dbt Wizard automatically imports Claude Code instructions, skills, and settings from your repo. Use this page if you already use Claude Code on dbt projects and want to bring over project context, skills, or model settings. If you're new to AI agents, start with the Quickstart.

Prerequisites​

You'll need:

  • dbt Wizard CLI installed or dbt Wizard enabled in the dbt platform
  • BYOK configured for a supported CLI provider (OpenAI, Anthropic, AWS Bedrock, or Snowflake Cortex in preview)
  • Any existing Claude Code files you want to migrate, such as CLAUDE.md, .claude/CLAUDE.md, or .claude/skills/

Review project context and skills​

dbt Wizard automatically reads common agent instruction files and skills from your repo. You usually don't need to move existing project context before using dbt Wizard.

File or folderWhat Wizard doesMigration needed?
AGENTS.override.md at the project rootChecks this first for local override instructions.No
AGENTS.md at the project rootUses this as the primary project instruction file.No
CLAUDE.md at the project rootUses this as a built-in fallback when AGENTS.md is absent.No
.claude/CLAUDE.mdUses this as another fallback instruction file.No
.claude/skills/NAME/SKILL.mdAuto-discovers these as skills.No
Reusable prompts or new skillsPlace them in .agents/skills/NAME/SKILL.md at the repo root.Yes

dbt Wizard also walks the directory tree from your project root to your current working directory, picks up instruction files at each level, and combines them for the session.

For the full skill format, refer to Skills.

Convert reusable prompts to skills​

Use skills for reusable workflows or specialized instructions, not for general project context that already lives in AGENTS.md or CLAUDE.md. Each repo-level skill lives in .agents/skills/SKILL_NAME/SKILL.md.

mkdir -p .agents/skills/my-team-style
touch .agents/skills/my-team-style/SKILL.md

Then add frontmatter and instructions:

---
name: my-team-style
description: Apply team-specific dbt modeling conventions when creating, editing, refactoring, testing, or documenting models in this project.
---

# Team style

(add your reusable instructions here)

Write a specific description: because dbt Wizard uses it to decide when to load the skill.

Configure model settings​

Set provider credentials in Configure BYOK.

To set a default model across sessions, add this to ~/.dbt/wizard/config.toml:

model = "claude-sonnet-4-6"   # use a model ID from `wizard debug models`

You can also pick a model in the TUI with /model without editing config or the --config flag. Run wizard --help to see all available flags.

Verify the migration​

From your dbt project root, start a new session:

wizard

Ask dbt Wizard to do something that should use your migrated skill, such as:

create a new staging model for raw_invoices

And if your conventions aren't applied, check:

  • General project context is in an instruction file such as AGENTS.md or CLAUDE.md
  • Reusable skills are under .agents/skills/ at the project root or ~/.agents/skills/ for CLI-global skills
  • The skill has a clear description:
  • You started a new session after adding the skill

Was this page helpful?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

0
Loading