Pillar Best Practices

Pillar SDK & CLI Best Practices

Best practices for integrating the Pillar SDK and CLI into web applications. Covers project setup with the CLI, tool syncing, knowledge source management, and SDK integration patterns.

When to Apply

Reference these guidelines when:

• Setting up Pillar in a new project (pillar init)
• Syncing tools to the Pillar backend (pillar sync)
• Managing knowledge sources (pillar knowledge)
• Diagnosing integration issues (pillar doctor)
• Adding Pillar SDK to a React or Next.js project
• Setting up PillarProvider in your app
• Defining tools for the AI assistant to discover and call
• Creating tool handlers to execute user requests
• Designing multi-tool workflows for agentic operations

Essential Rules

CLI

SDK

Quick Reference — CLI

1. Project Setup (CRITICAL)

Install and initialize Pillar in one command:

npx pillar-cli init

This detects your framework, installs the SDK, generates a provider wrapper and starter tools, creates credentials, syncs tools, and sets up knowledge sources. See rules/cli-setup.md.

If you already have an agent slug:

npx pillar-cli init --agent-slug your-slug

2. Tool Syncing (HIGH)

Push tool definitions to the backend:

pillar sync --scan ./src          # one-time sync
pillar sync --scan ./src --watch  # re-sync on file changes
pillar sync status --scan ./src   # compare local vs remote

In CI/CD:

npx pillar-cli sync --scan ./src

Set PILLAR_SLUG and PILLAR_SECRET as environment variables. See rules/cli-sync.md.

3. Knowledge Sources (HIGH)

Add docs and help content the copilot uses to answer questions:

pillar knowledge add https://docs.myapp.com
pillar knowledge list
pillar knowledge status
pillar knowledge sync <source-id>
pillar knowledge remove <source-id>

See rules/cli-knowledge.md.

4. Diagnostics

Verify the integration is healthy:

pillar doctor

Checks agent slug, sync secret, SDK version, tool sync status, knowledge sources, and embed config reachability.

5. Testing

Test the copilot without starting your app:

pillar chat "how do I export data?"   # single question
pillar chat                            # interactive session

6. Authentication

pillar auth login     # opens browser to authenticate
pillar auth status    # check current session
pillar auth logout    # clear credentials

Credentials are stored in ~/.pillar/config.json.

Quick Reference — SDK

7. Provider Setup (CRITICAL)

Always wrap your app with PillarProvider:

import { PillarProvider } from '@pillar-ai/react';

<PillarProvider agentSlug="your-agent-slug">
  {children}
</PillarProvider>

8. Next.js App Router (CRITICAL)

Create a client wrapper component:

// providers/PillarSDKProvider.tsx
'use client';

import { PillarProvider } from '@pillar-ai/react';

export function PillarSDKProvider({ children }: { children: React.ReactNode }) {
  return (
    <PillarProvider agentSlug={process.env.NEXT_PUBLIC_PILLAR_AGENT_SLUG!}>
      {children}
    </PillarProvider>
  );
}

9. Tool Descriptions (HIGH)

Write specific descriptions the AI can match:

// Good - specific and includes context
description: 'Navigate to billing settings. Suggest when user asks about payments, invoices, or subscription.'

// Bad - too generic
description: 'Go to billing'

10. Tool Registration (HIGH)

In React components, use the usePillarTool hook — it auto-registers on mount and cleans up on unmount:

import { usePillarTool } from '@pillar-ai/react';

usePillarTool({
  name: 'create_dashboard',
  description: 'Create a new empty dashboard.',
  guidance: 'First step in dashboard workflow. Returns dashboard_uid needed by create_*_panel tools.',
  type: 'trigger_tool',
  autoRun: true,
  inputSchema: { type: 'object', properties: { title: { type: 'string' } }, required: ['title'] },
  execute: async (data) => {
    const result = await api.createDashboard(data.title);
    return { uid: result.uid };
  },
});

Outside React (or for imperative registration), use pillar.defineTool() with the same schema shape. It returns an unsubscribe function for cleanup.

Sync tools after defining them: pillar sync --scan ./src

11. Guidance Field (HIGH)

Use guidance for agent-facing instructions that help the LLM choose and chain tools:

get_available_datasources: {
  description: 'Get datasources available for creating visualizations.',
  guidance: 'Call BEFORE creating dashboards or panels. If zero results, ask user to create one.',
}

12. Audit for Overlap (HIGH)

Before creating a new tool, search existing tools for semantic overlap:

// Found existing: save_dashboard handles "create a dashboard"
// Don't create a second create_dashboard -- extend or disambiguate instead

13. Decompose Large Tools (HIGH)

Prefer smaller tools with tight schemas over one large tool with many modes:

// Instead of one "manage_user" with an operation enum,
// split into focused tools:
invite_user: { description: 'Invite a new user by email', type: 'trigger_tool' }
remove_user: { description: 'Remove a user from the org', type: 'trigger_tool' }
change_user_role: { description: 'Change a user role', type: 'trigger_tool' }

14. Inline UI Tools (HIGH)

Use type: 'inline_ui' with a render component for interactive UI in the chat. The AI provides data directly to the component — no execute needed. Use sendResult to return data to the agent:

usePillarTool({
  name: 'show_results',
  description: 'Display search results',
  type: 'inline_ui',
  inputSchema: { type: 'object', properties: { query: { type: 'string' } } },
  render: ({ data, sendResult }) => (
    <ResultsCard data={data} => sendResult({ selected: item.id })} />
  ),
});

15. Confirmation UI (HIGH)

Use needsConfirmation: true for destructive actions. The agent calls the tool, but a Confirm/Cancel card is shown before execute runs. For custom UI, use renderConfirmation:

usePillarTool({
  name: 'delete_project',
  description: 'Delete a project permanently',
  needsConfirmation: true,
  execute: async ({ projectId }) => {
    await api.deleteProject(projectId);
    return { deleted: true };
  },
});

How to Use

Read individual rule files for detailed explanations and code examples:

rules/cli-setup.md
rules/cli-sync.md
rules/cli-knowledge.md
rules/setup-provider.md
rules/setup-nextjs.md
rules/tool-descriptions.md
rules/tool-handlers.md
rules/schema-compatibility.md
rules/guidance-field.md
rules/workflow-patterns.md
rules/tool-overlap-audit.md
rules/codebase-verification.md
rules/form-queue-pattern.md