tools-only What This Command Does
For non-technical users: Updates Dex to the latest version automatically. No command line knowledge needed - just run the command and follow the prompts.
When to use:
- After
/dex-whats-newshows new version available - When you want the latest features and bug fixes
What it handles:
- Downloads updates automatically
- Protects your data (never touches your notes, tasks, projects)
- Preserves protected user blocks and user-owned MCP entries
- Resolves conflicts with a guided choice (no manual merge editor)
- Shows clear progress and confirmation
Time: 2-5 minutes
Process
Step 1: Pre-Check
A. Check if Git is available
Try running basic git command:
git --version
If Git not found:
❌ Git not detected
Dex updates require Git. Here's how to install:
**Mac:**
1. Open Terminal (Cmd+Space, type "Terminal")
2. Run: xcode-select --install
3. Click Install when prompted
4. Come back here when done
**Windows:**
1. Download from: https://git-scm.com/download/win
2. Run installer with default options
3. Restart Cursor
4. Try /dex-update again
[Skip update] — I'll do this later
If user skips, exit gracefully.
B. Check current setup
Run: git remote -v
Scenario 1: Downloaded as ZIP (no Git)
❌ Not a Git repository
Looks like you downloaded Dex as a ZIP file instead of cloning it.
**To update:**
1. Download latest version: https://github.com/davekilleen/dex/archive/refs/heads/main.zip
2. Unzip to a new folder
3. Copy these folders from your current Dex to the new one:
• System/user-profile.yaml
• System/pillars.yaml
• 00-Inbox/
• 01-Quarter_Goals/
• 02-Week_Priorities/
• 03-Tasks/
• 04-Projects/
• 05-Areas/
• 07-Archives/
4. Delete old Dex folder
5. Rename new folder to 'dex'
6. Open in Cursor
[Show detailed guide] — Open step-by-step instructions
[Cancel] — I'll do this later
If detailed guide selected, open 06-Resources/Dex_System/Updating_Dex.md (Manual Update section).
Scenario 2: Cloned but no upstream remote
If git remote -v shows only "origin" pointing to github.com/davekilleen/dex:
✓ Git repository detected
Setting up automatic updates...
Run:
git remote rename origin upstream
Continue to Step 2.
Scenario 3: Already configured
If upstream exists, continue to Step 2.
Step 2: Check for Updates
Call update checker:
check_for_updates(force=True)
If no updates available:
✅ You're already on the latest version (v1.2.0)
No update needed!
Exit.
If updates available, show summary:
🎁 Dex v1.3.0 is available
You're on: v1.2.0
Latest: v1.3.0
What's new:
- Career coach improvements
- Task deduplication fix
- Meeting intelligence enhancement
[View full release notes]
[Update now]
[Cancel]
Step 3: Pre-Update Safety Check
A. Check for uncommitted changes
Run: git status --porcelain
If there are changes:
💾 Saving your work...
Dex found unsaved changes in your vault.
Let me save them before updating.
Run:
git add .
git commit -m "Auto-save before Dex update to v1.3.0"
Show:
✓ Your work is saved
B. Create backup reference (safety net)
Run:
git tag backup-before-v1.3.0
This creates a snapshot user can revert to if needed.
Step 4: Download Updates
⬇️ Downloading updates from GitHub...
Run:
git fetch upstream
If network error:
❌ Couldn't connect to GitHub
Please check your internet connection and try again.
[Retry]
[Cancel]
Success:
✓ Updates downloaded
Step 5: Check for Breaking Changes
Parse the update response from Step 2.
If breaking_changes: true:
⚠️ Important: This update includes major changes
Dex v2.0.0 includes breaking changes that require extra steps:
[Show what's changing]
This is safe to proceed, but:
• Some folders may be renamed
• Configuration format may change
• Migration will run automatically
[Continue with update]
[Cancel — I'll read the details first]
If cancelled:
- Show link to release notes
- Exit gracefully
- User can run
/dex-updateagain when ready
Step 6: Apply Updates
🔄 Applying updates...
A. Merge updates
Run:
git merge upstream/main --no-edit
B. Handle merge outcome
Case 1: Clean merge (no conflicts)
✓ Updates applied successfully
Continue to Step 7.
Case 2: Merge conflicts
Check which files have conflicts:
git status | grep "both modified"
Automatic conflict resolution (protected blocks + guided choices):
Protected user blocks (preserved verbatim):
CLAUDE.mdcontains a user block:USER_EXTENSIONS_START...USER_EXTENSIONS_END
Custom MCP servers (preserved by name):
- Any MCP server name starting with
custom-is preserved - Example:
custom-gmail,custom-hubspot
Custom skills (preserved by name):
- Any skill folder ending with
-customis preserved - Example:
meeting-prep-custom,daily-plan-custom
When conflicts occur:
If file is user data (00-07, System/user-profile.yaml, System/pillars.yaml):
- Keep user version
- Run:
git checkout --ours <file>
If file contains protected user block (CLAUDE.md):
- Take upstream version
- Re-insert preserved user block(s) verbatim
- Validate markers still present
If file is .mcp.json:
- Preserve any MCP entries named
custom-* - Continue with Dex core updates for all other MCPs
- Preserve any MCP entries named
If skill folder ends with
-custom:- Preserve entirely, never modify
- These are user's personal skills
If file is core Dex (skills, core MCP, scripts) and user edited it:
- Use the interactive question tool to resolve, instead of a merge editor
Interactive conflict resolution flow (generic, parameterized):
Use AskQuestion (Cursor) or AskUserQuestion (Claude Code CLI) to present the conflict. If neither tool is available, use a numbered text prompt with the same options.
Title: Dex update conflict: {{item_name}}
Your change:
{{user_change_summary}}
Enables: {{user_use_case_summary}}
Dex update:
{{dex_change_summary}}
Enables: {{dex_use_case_summary}}
Options:
1) Keep my version (preserve my changes)
2) Use Dex version (take upstream changes)
3) Keep both (rename one)
4) Let me tell you what to do (I'll write instructions)
Text fallback (if interactive tool not available):
- Present the same 4 options as numbered text.
- Add one-line tradeoffs to each option (what you keep vs lose).
- If user types an invalid choice, re-prompt once and default to "Use Dex version".
If user chooses "Keep both":
- MCP:
name→name-custom - Skill folder:
name/→name-custom/
After resolving all conflicts:
git add <file>
git commit --no-edit
Show to user:
✓ Updates applied successfully
Handled conflicts:
• Preserved your protected blocks
• Updated core Dex features
• Resolved overlapping changes with your choice
[See what changed]
Case 3: Merge failed (rare)
❌ Update couldn't complete automatically
This is rare, but sometimes updates need manual review.
**What happened:**
[Error message]
**Options:**
[Restore to before update] — Uses the backup we created
[Get help] — Opens GitHub issue template
If restore:
git merge --abort
git reset --hard backup-before-v1.3.0
Step 7: Post-Update Steps
A. Check for migration needs
If breaking_changes was true, check for migration script:
ls core/migrations/v*-to-v*.sh
If found:
🔧 Running migration...
This update requires a one-time migration to update your data structure.
This is safe and automatic.
Run:
./core/migrations/v1-to-v2.sh --auto
Show migration output.
B. Update dependencies
📦 Updating dependencies...
Run:
npm install
pip3 install -r core/mcp/requirements.txt
C. Enable new background automations (Automatic)
Check for automation scripts that need installation. These run silently without prompting.
Meeting Sync (if Granola detected):
Check if Granola is installed:
ls "$HOME/Library/Application Support/Granola/cache-v3.json" 2>/dev/null
If Granola cache exists AND meeting automation not yet installed:
# Check if already installed
launchctl list | grep com.dex.meeting-intel
If not installed:
cd .scripts/meeting-intel && ./install-automation.sh 2>/dev/null
Add to summary if installed: "✓ Enabled automatic meeting sync (runs every 30 min)"
Future automations: This pattern extends to other background services. Check for the prerequisite (e.g., app installed, API key present), then run the installer silently.
Step 8: Verification
✓ Update complete! Now testing...
Quick smoke test:
Check key files exist:
03-Tasks/Tasks.mdSystem/user-profile.yaml.claude/skills/daily-plan/SKILL.md
Check MCP configuration:
.mcp.jsonexists and is valid JSON- Custom MCP entries (
custom-*) still present
Check CLAUDE.md:
USER_EXTENSIONS_START/ENDmarkers still present
Try loading user profile:
- Read
System/user-profile.yaml
- Read
If all pass:
✅ Update successful!
If something fails:
⚠️ Update completed but found an issue
[Details of what failed]
Your data is safe, but you may want to:
[Restore to previous version]
[Report this issue]
[Continue anyway]
Step 9: Summary
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ Dex Updated: v1.2.0 → v1.3.0
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
What's new:
• Career coach improvements
• Task deduplication fix
• Meeting intelligence enhancement
Your data:
✓ All notes preserved
✓ All tasks preserved
✓ All customizations preserved
[View full changelog]
[Start using new features]
If new automations were enabled:
🤖 New automations enabled:
✓ Automatic meeting sync (runs every 30 min)
If there were conflicts:
🔍 Changes applied:
• Updated 12 core files
• Kept 5 of your customized files
• Protected all your data folders
[See detailed change list]
Step 9b: Check New Integrations (After Success)
After successful update, check if new integration features are available:
from core.integrations import get_post_update_integration_message, should_show_integration_prompt
if should_show_integration_prompt():
msg = get_post_update_integration_message()
if msg:
print(msg)
If integrations are available but not configured:
---
## 🔌 New: Productivity Integrations
This update includes integrations for your favorite tools:
- **Notion** — Search your workspace, pull docs into meeting prep
- **Slack** — Search conversations, get context about people
- **Google** — Gmail search, email context in person pages
**Set up now?** These are optional but unlock powerful features like:
- "What did Sarah say about the Q1 budget?" → Searches Slack
- Meeting prep pulls relevant docs from Notion
- Person pages show email/Slack history
Run `/integrate-notion`, `/integrate-slack`, or `/integrate-google` to set up.
If user has integrations that could be upgraded:
---
## 🔄 Integration Upgrade Available
You have some integrations that could be upgraded to Dex recommended packages:
### Notion
- **Current:** custom-notion-mcp
- **Recommended:** @notionhq/notion-mcp-server
- **Benefits:** Official from Notion, Best maintained, Full API coverage
**Options:**
1. **Keep existing** — Your current setup works fine
2. **Upgrade** — Run `/integrate-notion` to switch to recommended
Step 10: Track Usage (Silent)
Update usage log:
System/usage_log.md
- [ ] Update Dex (/dex-update) → [x] Update Dex (/dex-update)
Error Recovery
If Update Fails at Any Point
User always has escape hatch:
🔙 Restoring to before update...
Run:
git merge --abort 2>/dev/null || true
git reset --hard backup-before-v1.3.0
git clean -fd
✓ Restored to v1.2.0
Nothing was changed. Your Dex is exactly as it was.
[Try update again]
[Report issue]
[Cancel]
Migration Support (for Breaking Changes)
Auto-Migration Flag
If migration script supports --auto flag, run non-interactively:
./core/migrations/v1-to-v2.sh --auto
Migration script must:
- Accept
--autoflag - Skip confirmation prompts
- Return exit code 0 on success
- Log to
System/.migration-log
Manual Migration Required
If script doesn't support --auto:
⚠️ Manual step required
This update needs you to run a migration script.
Don't worry - it's one command and takes 30 seconds.
**In Cursor's terminal (bottom panel), run:**
./core/migrations/v1-to-v2.sh
**Then come back here when it's done.**
[I've run the migration — continue]
[Show me what the migration does]
[Cancel update]
Alternative: ZIP Download Path
For users who can't/won't use Git, provide manual instructions:
📥 Manual Update Method
If automatic updates don't work, you can update manually:
1. **Download latest Dex:**
https://github.com/davekilleen/dex/archive/refs/heads/main.zip
2. **Copy your data and custom blocks:**
From OLD Dex folder, copy these to NEW Dex folder:
✓ System/user-profile.yaml
✓ System/pillars.yaml
✓ 00-Inbox/ (entire folder)
✓ 01-Quarter_Goals/ (entire folder)
✓ 02-Week_Priorities/ (entire folder)
✓ 03-Tasks/ (entire folder)
✓ 04-Projects/ (entire folder)
✓ 05-Areas/ (entire folder)
✓ 07-Archives/ (entire folder)
✓ .env (if it exists)
✓ Your `USER_EXTENSIONS` block from `CLAUDE.md`
✓ Any custom MCP entries named `custom-*` from `.mcp.json`
✓ Any custom skills ending with `-custom`
3. **DON'T copy:**
✗ .claude/skills/ (use new version)
✗ core/mcp/ (use new version)
✗ README.md (use new version)
4. **Open new folder in Cursor**
5. **Run /setup to verify**
[Download now]
[Copy step-by-step instructions to clipboard]
Settings
User can configure update behavior in System/user-profile.yaml:
updates:
auto_check: true # Check during /daily-plan
check_interval_days: 7 # How often to check
auto_update: false # Never auto-update without asking
backup_before_update: true # Always create backup tag
Related Commands
/dex-whats-new- Check what's new without updating/dex-rollback- Undo last update (if something went wrong)/dex-update-settings- Configure update preferences
Non-Technical User Experience
User sees in daily plan:
🎁 Dex v1.3.0 is available. Run /dex-whats-new for details.
User runs:
/dex-update
User sees:
✓ Git detected
✓ Updates downloaded
✓ No conflicts
✓ Dependencies updated
✅ Update complete! v1.2.0 → v1.3.0
Total clicks: 1 (just ran the command) Total time: 2 minutes Technical knowledge required: Zero
Philosophy
Automatic where possible:
- Git commands run silently
- Conflicts resolved automatically
- Dependencies updated automatically
- Migrations run automatically (when safe)
Interactive where necessary:
- Breaking changes: confirm understanding
- Manual migration: clear instructions
- Errors: always offer restoration
Safe always:
- Backup created before any changes
- User data never at risk (gitignored)
- One-command rollback if issues
- Clear status at every step
No jargon:
- Don't say "merge conflict" - say "overlapping changes"
- Don't say "upstream" - say "main Dex repository"
- Don't say "git fetch" - say "downloading updates"
- Don't say "rebase" - just don't use rebase