docs: add custom and community module installation guide

New how-to page covering community module browsing, custom sources (any
Git host, local paths), discovery vs direct mode, local development
workflow, and the --custom-source CLI flag. Clarifies that
.claude-plugin/ is a cross-tool convention, not Claude-specific.

Also updates non-interactive installation docs with the new flag and
examples, bumps sidebar ordering, and fixes --custom-source to install
only core + custom modules when --modules is not specified.
This commit is contained in:
Brian Madison 2026-04-09 18:43:01 -05:00
parent 9ff131ac15
commit 0df1d9853e
11 changed files with 311 additions and 78 deletions

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@ -1,8 +1,8 @@
---
title: "How to Customize BMad"
title: 'How to Customize BMad'
description: Customize agents, workflows, and modules while preserving update compatibility
sidebar:
order: 7
order: 8
---
Use the `.customize.yaml` files to tailor agent behavior, personas, and menus while preserving your changes across updates.
@ -15,9 +15,10 @@ Use the `.customize.yaml` files to tailor agent behavior, personas, and menus wh
- You want agents to perform specific actions every time they start up
:::note[Prerequisites]
- BMad installed in your project (see [How to Install BMad](./install-bmad.md))
- A text editor for YAML files
:::
:::
:::caution[Keep Your Customizations Safe]
Always use the `.customize.yaml` files described here rather than editing agent files directly. The installer overwrites agent files during updates, but preserves your `.customize.yaml` changes.
@ -136,10 +137,10 @@ npx bmad-method install
The installer detects the existing installation and offers these options:
| Option | What It Does |
| ---------------------------- | ------------------------------------------------------------------- |
| Option | What It Does |
| ---------------------------- | -------------------------------------------------------------------- |
| **Quick Update** | Updates all modules to the latest version and applies customizations |
| **Modify BMad Installation** | Full installation flow for adding or removing modules |
| **Modify BMad Installation** | Full installation flow for adding or removing modules |
For customization-only changes, **Quick Update** is the fastest option.

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@ -1,8 +1,8 @@
---
title: "Established Projects"
title: 'Established Projects'
description: How to use BMad Method on existing codebases
sidebar:
order: 6
order: 7
---
Use BMad Method effectively when working on existing projects and legacy codebases.
@ -10,10 +10,11 @@ Use BMad Method effectively when working on existing projects and legacy codebas
This guide covers the essential workflow for onboarding to existing projects with BMad Method.
:::note[Prerequisites]
- BMad Method installed (`npx bmad-method install`)
- An existing codebase you want to work on
- Access to an AI-powered IDE (Claude Code or Cursor)
:::
:::
## Step 1: Clean Up Completed Planning Artifacts
@ -36,6 +37,7 @@ bmad-generate-project-context
```
This scans your codebase to identify:
- Technology stack and versions
- Code organization patterns
- Naming conventions
@ -79,10 +81,10 @@ BMad-Help also **automatically runs at the end of every workflow**, providing cl
You have two primary options depending on the scope of changes:
| Scope | Recommended Approach |
| ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------- |
| Scope | Recommended Approach |
| ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------- |
| **Small updates or additions** | Run `bmad-quick-dev` to clarify intent, plan, implement, and review in a single workflow. The full four-phase BMad Method is likely overkill. |
| **Major changes or additions** | Start with the BMad Method, applying as much or as little rigor as needed. |
| **Major changes or additions** | Start with the BMad Method, applying as much or as little rigor as needed. |
### During PRD Creation

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@ -1,8 +1,8 @@
---
title: "How to Get Answers About BMad"
title: 'How to Get Answers About BMad'
description: Use an LLM to quickly answer your own BMad questions
sidebar:
order: 4
order: 5
---
Use BMad's built-in help, source docs, or the community to get answers — from quickest to most thorough.
@ -46,35 +46,35 @@ If your AI can't read local files (ChatGPT, Claude.ai, etc.), fetch [llms-full.t
If neither BMad-Help nor the source answered your question, you now have a much better question to ask.
| Channel | Use For |
| ------------------------- | ------------------------------------------- |
| `help-requests` forum | Questions |
| `#suggestions-feedback` | Ideas and feature requests |
| Channel | Use For |
| ----------------------- | -------------------------- |
| `help-requests` forum | Questions |
| `#suggestions-feedback` | Ideas and feature requests |
**Discord:** [discord.gg/gk8jAdXWmj](https://discord.gg/gk8jAdXWmj)
**GitHub Issues:** [github.com/bmad-code-org/BMAD-METHOD/issues](https://github.com/bmad-code-org/BMAD-METHOD/issues)
*You!*
*Stuck*
*in the queue—*
*waiting*
*for who?*
_You!_
_Stuck_
_in the queue—_
_waiting_
_for who?_
*The source*
*is there,*
*plain to see!*
_The source_
_is there,_
_plain to see!_
*Point*
*your machine.*
*Set it free.*
_Point_
_your machine._
_Set it free._
*It reads.*
*It speaks.*
*Ask away—*
_It reads._
_It speaks._
_Ask away—_
*Why wait*
*for tomorrow*
*when you have*
*today?*
_Why wait_
_for tomorrow_
_when you have_
_today?_
*—Claude*
_—Claude_

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@ -1,5 +1,5 @@
---
title: "How to Install BMad"
title: 'How to Install BMad'
description: Step-by-step guide to installing BMad in your project
sidebar:
order: 1
@ -16,10 +16,11 @@ If you want to use a non interactive installer and provide all install options o
- Update the existing BMad Installation
:::note[Prerequisites]
- **Node.js** 20+ (required for the installer)
- **Git** (recommended)
- **AI tool** (Claude Code, Cursor, or similar)
:::
:::
## Steps
@ -31,6 +32,7 @@ npx bmad-method install
:::tip[Want the newest prerelease build?]
Use the `next` dist-tag:
```bash
npx bmad-method@next install
```
@ -40,9 +42,11 @@ This gets you newer changes earlier, with a higher chance of churn than the defa
:::tip[Bleeding edge]
To install the latest from the main branch (may be unstable):
```bash
npx github:bmad-code-org/BMAD-METHOD install
```
:::
### 2. Choose Installation Location
@ -99,11 +103,13 @@ your-project/
Run `bmad-help` to verify everything works and see what to do next.
**BMad-Help is your intelligent guide** that will:
- Confirm your installation is working
- Show what's available based on your installed modules
- Recommend your first step
You can also ask it questions:
```
bmad-help I just installed, what should I do first?
bmad-help What are my options for a SaaS project?

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@ -0,0 +1,180 @@
---
title: 'Install Custom and Community Modules'
description: Install third-party modules from the community registry, Git repositories, or local paths
sidebar:
order: 3
---
Use the BMad installer to add modules from the community registry, third-party Git repositories, or local file paths.
## When to Use This
- Installing a community-contributed module from the BMad registry
- Installing a module from a third-party Git repository (GitHub, GitLab, Bitbucket, self-hosted)
- Testing a module you are developing locally with BMad Builder
- Installing modules from a private or self-hosted Git server
:::note[Prerequisites]
Requires [Node.js](https://nodejs.org) v20+ and `npx` (included with npm). Custom and community modules can be selected during a fresh install or added to an existing installation.
:::
## Community Modules
Community modules are curated in the [BMad plugins marketplace](https://github.com/bmad-code-org/bmad-plugins-marketplace). They are organized by category and are pinned to an approved commit for safety.
### 1. Run the Installer
```bash
npx bmad-method install
```
### 2. Browse the Community Catalog
After selecting official modules, the installer asks:
```
Would you like to browse community modules?
```
Select **Yes** to enter the catalog browser. You can:
- Browse by category
- View featured modules
- View all available modules
- Search by keyword
### 3. Select Modules
Pick modules from any category. The installer shows descriptions, versions, and trust tiers. Already-installed modules are pre-checked for update.
### 4. Continue with Installation
After selecting community modules, the installer proceeds to custom sources, then tool/IDE configuration and the rest of the install flow.
## Custom Sources (Git URLs and Local Paths)
Custom modules can come from any Git repository or a local directory on your machine. The installer resolves the source, analyzes the module structure, and installs it alongside your other modules.
### Interactive Installation
During installation, after the community module step, the installer asks:
```
Would you like to install from a custom source (Git URL or local path)?
```
Select **Yes**, then provide a source:
| Input Type | Example |
| --------------------- | ------------------------------------------------- |
| HTTPS URL (any host) | `https://github.com/org/repo` |
| HTTPS URL with subdir | `https://github.com/org/repo/tree/main/my-module` |
| SSH URL | `git@github.com:org/repo.git` |
| Local path | `/Users/me/projects/my-module` |
| Local path with tilde | `~/projects/my-module` |
The installer clones the repository (for URLs) or reads directly from disk (for local paths), then presents the discovered modules for selection.
### Non-Interactive Installation
Use the `--custom-source` flag to install custom modules from the command line:
```bash
npx bmad-method install \
--directory . \
--custom-source /path/to/my-module \
--tools claude-code \
--yes
```
When `--custom-source` is provided without `--modules`, only core and the custom modules are installed. To include official modules as well, add `--modules`:
```bash
npx bmad-method install \
--directory . \
--modules bmm \
--custom-source https://gitlab.com/myorg/my-module \
--tools claude-code \
--yes
```
Multiple sources can be comma-separated:
```bash
--custom-source /path/one,https://github.com/org/repo,/path/two
```
## How Module Discovery Works
The installer uses two modes to find installable modules in a source:
| Mode | Trigger | Behavior |
| --------- | ------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| Discovery | Source contains `.claude-plugin/marketplace.json` | Lists all plugins from the manifest; you pick which to install |
| Direct | No marketplace.json found | Scans the directory for skills (subdirectories with `SKILL.md`), resolves as a single module |
Discovery mode is typical for published modules. Direct mode is convenient when pointing at a skills directory during local development.
:::note[About `.claude-plugin/`]
The `.claude-plugin/marketplace.json` path is a standard convention adopted across multiple AI tool installers for plugin discoverability. It does not require Claude, does not use Claude APIs, and has no effect on which AI tool you use. Any module with this file can be discovered by any installer that follows the convention.
:::
## Local Development Workflow
If you are building a module with [BMad Builder](https://github.com/bmad-code-org/bmad-builder), you can install it directly from your working directory:
```bash
npx bmad-method install \
--directory ~/my-project \
--custom-source ~/my-module-repo/skills \
--tools claude-code \
--yes
```
Local sources are referenced by path, not copied to a cache. When you update your module source and reinstall, the installer picks up the latest changes.
:::caution[Source Removal]
If you delete the local source directory after installation, the installed module files in `_bmad/` are preserved. The module will be skipped during updates until the source path is restored.
:::
## What You Get
After installation, custom modules appear in `_bmad/` alongside official modules:
```
your-project/
├── _bmad/
│ ├── core/ # Built-in core module
│ ├── bmm/ # Official module (if selected)
│ ├── my-module/ # Your custom module
│ │ ├── my-skill/
│ │ │ └── SKILL.md
│ │ └── module-help.csv
│ └── _config/
│ └── manifest.yaml # Tracks all modules, versions, and sources
└── ...
```
The manifest records the source of each custom module (`repoUrl` for Git sources, `localPath` for local sources) so that quick updates can locate the source again.
## Updating Custom Modules
Custom modules participate in the normal update flow:
- **Quick update** (`--action quick-update`): Refreshes all modules from their original sources. Git-based modules are re-fetched; local modules are re-read from their source path.
- **Full update**: Re-runs module selection so you can add or remove custom modules.
## Creating Your Own Modules
Use [BMad Builder](https://github.com/bmad-code-org/bmad-builder) to create modules that others can install:
1. Run `bmad-module-builder` to scaffold your module structure
2. Add skills, agents, and workflows with the various bmad builder tools
3. Publish to a Git repository or share the folder collection
4. Others install with `--custom-source <your-repo-url>`
For modules to support discovery mode, include a `.claude-plugin/marketplace.json` in your repository root (this is a cross-tool convention, not Claude-specific). See the [BMad Builder documentation](https://github.com/bmad-code-org/bmad-builder) for the marketplace.json format.
:::tip[Testing Locally First]
During development, install your module with a local path to iterate quickly before publishing to a Git repository.
:::

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@ -22,39 +22,40 @@ Requires [Node.js](https://nodejs.org) v20+ and `npx` (included with npm).
### Installation Options
| Flag | Description | Example |
|------|-------------|---------|
| `--directory <path>` | Installation directory | `--directory ~/projects/myapp` |
| `--modules <modules>` | Comma-separated module IDs | `--modules bmm,bmb` |
| `--tools <tools>` | Comma-separated tool/IDE IDs (use `none` to skip) | `--tools claude-code,cursor` or `--tools none` |
| `--action <type>` | Action for existing installations: `install` (default), `update`, or `quick-update` | `--action quick-update` |
| Flag | Description | Example |
| --------------------------- | ----------------------------------------------------------------------------------- | ---------------------------------------------- |
| `--directory <path>` | Installation directory | `--directory ~/projects/myapp` |
| `--modules <modules>` | Comma-separated module IDs | `--modules bmm,bmb` |
| `--tools <tools>` | Comma-separated tool/IDE IDs (use `none` to skip) | `--tools claude-code,cursor` or `--tools none` |
| `--action <type>` | Action for existing installations: `install` (default), `update`, or `quick-update` | `--action quick-update` |
| `--custom-source <sources>` | Comma-separated Git URLs or local paths for custom modules | `--custom-source /path/to/module` |
### Core Configuration
| Flag | Description | Default |
|------|-------------|---------|
| `--user-name <name>` | Name for agents to use | System username |
| `--communication-language <lang>` | Agent communication language | English |
| `--document-output-language <lang>` | Document output language | English |
| `--output-folder <path>` | Output folder path (see resolution rules below) | `_bmad-output` |
| Flag | Description | Default |
| ----------------------------------- | ----------------------------------------------- | --------------- |
| `--user-name <name>` | Name for agents to use | System username |
| `--communication-language <lang>` | Agent communication language | English |
| `--document-output-language <lang>` | Document output language | English |
| `--output-folder <path>` | Output folder path (see resolution rules below) | `_bmad-output` |
#### Output Folder Path Resolution
The value passed to `--output-folder` (or entered interactively) is resolved according to these rules:
| Input type | Example | Resolved as |
|------------|---------|-------------|
| Relative path (default) | `_bmad-output` | `<project-root>/_bmad-output` |
| Relative path with traversal | `../../shared-outputs` | Normalized absolute path — e.g. `/Users/me/shared-outputs` |
| Absolute path | `/Users/me/shared-outputs` | Used as-is — project root is **not** prepended |
| Input type | Example | Resolved as |
| ---------------------------- | -------------------------- | ---------------------------------------------------------- |
| Relative path (default) | `_bmad-output` | `<project-root>/_bmad-output` |
| Relative path with traversal | `../../shared-outputs` | Normalized absolute path — e.g. `/Users/me/shared-outputs` |
| Absolute path | `/Users/me/shared-outputs` | Used as-is — project root is **not** prepended |
The resolved path is what agents and workflows use at runtime when writing output files. Using an absolute path or a traversal-based relative path lets you direct all generated artifacts to a directory outside your project tree — useful for shared or monorepo setups.
### Other Options
| Flag | Description |
|------|-------------|
| `-y, --yes` | Accept all defaults and skip prompts |
| Flag | Description |
| ------------- | ------------------------------------------- |
| `-y, --yes` | Accept all defaults and skip prompts |
| `-d, --debug` | Enable debug output for manifest generation |
## Module IDs
@ -76,12 +77,13 @@ Run `npx bmad-method install` interactively once to see the full current list of
## Installation Modes
| Mode | Description | Example |
|------|-------------|---------|
| Fully non-interactive | Provide all flags to skip all prompts | `npx bmad-method install --directory . --modules bmm --tools claude-code --yes` |
| Semi-interactive | Provide some flags; BMad prompts for the rest | `npx bmad-method install --directory . --modules bmm` |
| Defaults only | Accept all defaults with `-y` | `npx bmad-method install --yes` |
| Without tools | Skip tool/IDE configuration | `npx bmad-method install --modules bmm --tools none` |
| Mode | Description | Example |
| --------------------- | --------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| Fully non-interactive | Provide all flags to skip all prompts | `npx bmad-method install --directory . --modules bmm --tools claude-code --yes` |
| Semi-interactive | Provide some flags; BMad prompts for the rest | `npx bmad-method install --directory . --modules bmm` |
| Defaults only | Accept all defaults with `-y` | `npx bmad-method install --yes` |
| Custom source only | Install core + custom module(s) | `npx bmad-method install --directory . --custom-source /path/to/module --tools claude-code --yes` |
| Without tools | Skip tool/IDE configuration | `npx bmad-method install --modules bmm --tools none` |
## Examples
@ -119,6 +121,33 @@ npx bmad-method install \
--action quick-update
```
### Install from Custom Source
Install a module from a local path or any Git host:
```bash
npx bmad-method install \
--directory . \
--custom-source /path/to/my-module \
--tools claude-code \
--yes
```
Combine with official modules:
```bash
npx bmad-method install \
--directory . \
--modules bmm \
--custom-source https://gitlab.com/myorg/my-module \
--tools claude-code \
--yes
```
:::note[Custom source behavior]
When `--custom-source` is used without `--modules`, only core and the custom modules are installed. Add `--modules` to include official modules as well. See [Install Custom and Community Modules](./install-custom-modules.md) for details.
:::
## What You Get
- A fully configured `_bmad/` directory in your project
@ -135,17 +164,19 @@ BMad validates all provided flags:
- **Action** — Must be one of: `install`, `update`, `quick-update`
Invalid values will either:
1. Show an error and exit (for critical options like directory)
2. Show a warning and skip (for optional items)
3. Fall back to interactive prompts (for missing required values)
:::tip[Best Practices]
- Use absolute paths for `--directory` to avoid ambiguity
- Use an absolute path for `--output-folder` when you want artifacts written outside the project tree (e.g. a shared monorepo outputs directory)
- Test flags locally before using in CI/CD pipelines
- Combine with `-y` for truly unattended installations
- Use `--debug` if you encounter issues during installation
:::
:::
## Troubleshooting

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@ -1,16 +1,17 @@
---
title: "Manage Project Context"
title: 'Manage Project Context'
description: Create and maintain project-context.md to guide AI agents
sidebar:
order: 8
order: 9
---
Use the `project-context.md` file to ensure AI agents follow your project's technical preferences and implementation rules throughout all workflows. To make sure this is always available, you can also add the line `Important project context and conventions are located in [path to project context]/project-context.md` to your tools context or always rules file (such as `AGENTS.md`)
:::note[Prerequisites]
- BMad Method installed
- Understanding of your project's technology stack and conventions
:::
:::
## When to Use This
@ -60,14 +61,17 @@ sections_completed: ['technology_stack', 'critical_rules']
## Critical Implementation Rules
**TypeScript:**
- Strict mode enabled, no `any` types
- Use `interface` for public APIs, `type` for unions
**Code Organization:**
- Components in `/src/components/` with co-located tests
- API calls use `apiClient` singleton — never fetch directly
**Testing:**
- Unit tests focus on business logic
- Integration tests use MSW for API mocking
```
@ -115,11 +119,12 @@ A `project-context.md` file that:
## Tips
:::tip[Best Practices]
- **Focus on the unobvious** — Document patterns agents might miss (e.g., "Use JSDoc on every public class"), not universal practices like "use meaningful variable names."
- **Keep it lean** — This file is loaded by every implementation workflow. Long files waste context. Exclude content that only applies to narrow scope or specific stories.
- **Update as needed** — Edit manually when patterns change, or re-generate after significant architecture changes.
- Works for Quick Flow and full BMad Method projects alike.
:::
:::
## Next Steps

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@ -1,8 +1,8 @@
---
title: "Quick Fixes"
title: 'Quick Fixes'
description: How to make quick fixes and ad-hoc changes
sidebar:
order: 5
order: 6
---
Use **Quick Dev** for bug fixes, refactorings, or small targeted changes that don't require the full BMad Method.
@ -15,9 +15,10 @@ Use **Quick Dev** for bug fixes, refactorings, or small targeted changes that do
- Dependency updates
:::note[Prerequisites]
- BMad Method installed (`npx bmad-method install`)
- An AI-powered IDE (Claude Code, Cursor, or similar)
:::
:::
## Steps

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@ -1,8 +1,8 @@
---
title: "Document Sharding Guide"
title: 'Document Sharding Guide'
description: Split large markdown files into smaller organized files for better context management
sidebar:
order: 9
order: 10
---
Use the `bmad-shard-doc` tool if you need to split large markdown files into smaller, organized files for better context management.

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@ -1,8 +1,8 @@
---
title: "How to Upgrade to v6"
title: 'How to Upgrade to v6'
description: Migrate from BMad v4 to v6
sidebar:
order: 3
order: 4
---
Use the BMad installer to upgrade from v4 to v6, which includes automatic detection of legacy installations and migration assistance.
@ -14,9 +14,10 @@ Use the BMad installer to upgrade from v4 to v6, which includes automatic detect
- You have existing planning artifacts to preserve
:::note[Prerequisites]
- Node.js 20+
- Existing BMad v4 installation
:::
:::
## Steps

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@ -158,6 +158,9 @@ class UI {
.map((m) => m.trim())
.filter(Boolean);
await prompts.log.info(`Using modules from command-line: ${selectedModules.join(', ')}`);
} else if (options.customSource) {
// Custom source without --modules: start with empty list (core added below)
selectedModules = [];
} else if (options.yes) {
selectedModules = await this.getDefaultModules(installedModuleIds);
await prompts.log.info(
@ -210,6 +213,9 @@ class UI {
.map((m) => m.trim())
.filter(Boolean);
await prompts.log.info(`Using modules from command-line: ${selectedModules.join(', ')}`);
} else if (options.customSource) {
// Custom source without --modules: start with empty list (core added below)
selectedModules = [];
} else if (options.yes) {
// Use default modules when --yes flag is set
selectedModules = await this.getDefaultModules(installedModuleIds);