A screen-by-screen reference for the free portal (regixo open): each
screen, what it’s for, and the part of it you act on. Use it to look one thing up. To be walked
through the dashboard as a lived session, start with the walkthrough
Your first session →.
The pictures below are cropped from the running product — the screen’s masthead and
nav so you can find it in your own Regixo, then the one region that screen exists to do. Everything
else on each screen is described in the text.
say
“Open the Regixo dashboard in my browser.”
Show the commandHide the commandShow the sentenceHide the sentence
run
$ regixo open
It opens http://localhost:4319 in your browser. It runs on your machine, binds to localhost
only, and needs no login — there’s nothing to sign into.
What it is, and isn’t
The free portal is a read-only lens over your map, plus a small set of correction writes
(fix a classification, add a description, assert a data flow, define a term, switch mode). It
never scans, connects a source, forwards a draft, or takes payment — those stay in the CLI or
the compliance portal. Where a screen shows a command, it copies it to your clipboard; it doesn’t run it.
Getting around
A masthead (“Regixo · data catalog · free & local”) sits over a nav with one flat link and three
dropdowns:
Overview — the home screen.
Catalog ▾ — Map · Glossary · What changed.
Compliance ▾ — Record (RoPA) · DORA register · Evidence bundle. (Hidden in catalog-only mode.)
The screen you’re on shows a small “you’re here” marker. Nothing else sits
under the header: Regixo shows no setup checklist and no progress meter, because it will not tick a
step it cannot verify. What it can see — for example, how many datasets still have no
description — it counts for you on the Overview, under “What you can do next.”
Overview
The home screen answers two questions. What have I got? — four stat tiles:
N sources connected · N datasets mapped · N hold personal data · special category ·
Art. 9. And what happens next? — the draft card: from the same map Regixo has
already started your GDPR record, and this is where you hand it over.
what you'll see — the Overview: the four counts, and the draft card that hands the record over
A compliance draft is already started for youDRAFT
From this same map, Regixo also drafted a GDPR Article 30 record — 36 activities, with the legal calls left for a person. Finishing it is a legal job, not an engineering one — just know it’s ready to hand over.
Forward a copy. Your compliance team gets a link they can open — no account needed.
say
“Forward my Regixo draft record to our compliance team. Show me what would be uploaded before you send it.”
Show the commandHide the commandShow the sentenceHide the sentence
run
Above the tiles sits a coverage banner; below the card, a “What you can do next” section that
counts real, verifiable work for you (for example, how many datasets still have no description).
You can do: click a stat tile to drill into the filtered Map, use Browse the data map →,
and take the next step from a say / run panel (regixo describe, regixo add,
regixo watch). There is no search box here — search lives on the Map, once.
Empty state: “No data mapped yet” with the regixo start to run.
Map — the data lens
The core screen (Catalog ▾ → Map), and the one place the free portal lets you write. It’s a
workbench: a toolbar on top, then a rail and a pane that scroll independently. You browse in the
rail — one collapsible fold per source, every dataset a row with its column count and a
personal-data dot, “holds personal data” first. Above the folds (not shown here) sit a search box, a
Source picker and the Personal data · Art. 9 · Art. 10 · Undescribed facets, each with a
live count.
what you'll see — the Data map: the source rail, with the stripe fold open
Before you pick anything, the pane carries an orientation line, a trust panel
(Reached · Fresh · Confirmed · Sealed — the same verdict an agent gets from
get_provenance) and a source-overview grid. Open a dataset and it switches to that
dataset’s detail: what it is, its columns — each with the Correct control below —
a description box, and a vertical-river lineage graph (upstream above, this dataset on the
trunk, downstream below).
what you'll see — the Data map: a dataset’s columns (3 of 11), with the Correct control open
You can do — the Map is where the free portal’s write controls live. Correct is in the
frame above; here is the whole set:
Control (label)
What it does
CLI twin
Search box + typeahead
Ranked search of datasets, columns & glossary (“Best matches” / “matched on meaning”).
regixo search
Personal data / Art. 9 filter pills
Filter the list to personal-data or special-category datasets.
?pii=1 / ?special=1
Column row → Correct
A “This column is” select — Personal data / Special category · Art. 9 / Criminal offence · Art. 10 / Not personal data — plus Revert to Regixo’s call. A mechanical fix; survives a re-scan.
regixo classify
Draft a description / Confirm / Clear
Add a plain-English description to a dataset (drafted from metadata, marked “suggested” until you confirm).
regixo describe
Lineage + Assert / remove
“Assert a flow from <dataset> to:” a target dataset — a cross-system, dataset-level edge no scanner can infer. It draws into the vertical-river graph.
regixo lineage
Prefer to ask instead of browse? Everything here is also readable by an AI agent — see With an AI agent.
Record (RoPA)
Compliance ▾ → Record (RoPA) — your GDPR Article 30 draft, always badged DRAFT.
It is a list of activities. Each one names the tables it runs on, states what Regixo
found in them, and says plainly what it cannot decide: the legal calls are marked
needs you, never guessed. A 2-step progress block (Data mapped ✓ → Review & sign) sits above
the list.
what you'll see — the Record (RoPA): one activity of 36, with every field badged
Processor-role activity. Shown in controller format — a statutory Art. 30(2) processor record (organised per controller) is a roadmap item.
Activity detail & gaps
Purpose
Create and run customer accounts and subscriptions so people can use your product or service. suggested
Personal data
Address, Date of birth, Email, Financial (card/IBAN), Identifier, Name, National ID, Phone found
Data subjects
Customers suggested
Recipients
HubSpot found
Lawful basis
You need it to provide your product or service.Art. 6(1)(b) contractsuggested
Retention
Account lifetime + statutory minimum suggested
Transfers outside the EU
None identified from source regions suggested
Security measures
Describe them — or set once in your org profileneeds you
A person confirms legal fields — not Regixo. Purpose, lawful basis, retention and recipients are legal calls only your compliance owner makes. Regixo drafts them from your data; a person reviews and signs. This part isn’t yours to finish.
You can do: read it, and hand it off (a regixo invite chip; once forwarded it
flips to “✓ Forwarded to your compliance team” with the claim link to copy). On this local free
screen the legal fields are read-only — filling and confirming happen on the forwarded
compliance portal (or via regixo annotate). If a
licence is present, an Unlock & sign card appears — the two questions set the plan and show
the published price; paying and signing happen on the forwarded compliance portal.
DORA register
Compliance ▾ → DORA register (shown only when DORA scope is on). The screen is honest about
how far a scanner can get: a progress meter — Regixo filled · you provided · partly · needs
you — over the 15 register tables, grouped A · Your company, B · Your contracts, C · Your IT
suppliers, D · Your functions. Regixo part-fills the tables it can see from your sources (your IT
providers, the services they run); contracts, branches and criticality it cannot see, and says so.
what you'll see — the DORA register: the progress meter, and one of the 15 tables (B_05.01 — the one Regixo part-fills)
Your progress — a head start, not a finished list3 of 15 sections started · 29 cells need you
Regixo filledyou providedpartlyneeds you
C
Your IT suppliers
1 / 2 started
~Your IT third-party providersB_05.01partly auto▸
3 candidate ICT third-party provider(s) auto-identified from your sources (name, service type, country); each provider’s LEI is yours to add. Whether each provider counts as an ICT service under DORA is yours to confirm — a payment service from a regulated provider may be a financial, not an ICT, service (EC Q&A DORA030). Rule on each row: regixo dora set B_05.01 <rowKey> inScope confirmed|excluded.
Provider name
Type of ICT service
Country of provision
Provider identifier (LEI)
In DORA scope?
BigQueryauto
ICT serviceauto
needs you
needs you
Candidate
HubSpotauto
ICT serviceauto
needs you
needs you
Candidate
Stripeauto
Payment processingauto
needs you
needs you
Candidate
You can do: expand any of the 15 tables, copy the fill commands (regixo dora import
/ set), and turn scope off. Above the meter, a scope gate says why the screen is
showing at all (regixo.yml: dora: true); below the tables, a “Who fills in the rest”
block gives the two honest ways forward — forward it, or import it yourself. Filling the cells and the
sealed export happen on the compliance portal or the CLI. Out of
scope, it’s a friendly gate: “DORA isn’t switched on for this project.”
What changed
Catalog ▾ → What changed. A dated timeline of every change to your map — added, removed,
reclassified, described — newest first, each entry saying in one sentence what moved and what it means.
It’s the browser twin of regixo log, filled by regixo start and
regixo watch.
what you'll see — What changed: three entries from the timeline
This says data moves between these datasets. It shows on the map and in the record.
15:14you
⇢
You recorded a data flow involving contacts.
mysql-db/shop/customers → hubspot/script/contacts
This says data moves between these datasets. It shows on the map and in the record.
15:14you
⇢
You recorded a data flow involving contacts.
app-db/app/customers → hubspot/script/contacts
This says data moves between these datasets. It shows on the map and in the record.
15:14you
Above the entries: a summary line, filter pills and a count; below them, Load older
↓. A first scan shows a “Baseline created” card instead. If a signed record has since
drifted, a gold re-sign banner appears with Review & re-sign →.
Glossary
Catalog ▾ → Glossary. Your shared business dictionary, browsable by an A–Z strip
(letters with no terms are dimmed). Each term carries its status — ✓ confirmed, or
suggested when an agent proposed it — and the datasets it touches as source-qualified
chips (fintech-loans / borrowers), so two tables that share a name are never confused.
what you'll see — the Glossary: the A–Z strip, and one term with its source-qualified datasets
+ Add term opens the composer. Its “Link to datasets” field is not a flat list: at any
real estate size that would be hundreds of look-alike rows (thirteen tables called users).
It is a filterable picker of source folds — one fold per source, each row named
source / table — with a tray of what you’ve ticked above it, so Save stays
in reach.
what you'll see — the Glossary composer: the “Link to datasets” picker — one fold per source, 2 of 10 shown
You can do: search the dictionary, + Add term, Edit a term (Remove term
lives inside the editor), and confirm one an agent suggested. Same store path as
regixo glossary set/confirm; served read-only to agents.
Agents (MCP)
Help ▾ → Agents (MCP). The screen that connects an AI assistant to your catalog —
the no-terminal way to do it. Step 1 is the whole job: pick your tool (Claude Desktop / Claude
Code / Cursor / VS Code / Other) and press Copy snippet for the ready-made config — Claude Code
takes a single claude mcp add … line instead. The note under it hands your agent the
reading playbook (regixo mcp --skill). Step 2 — not shown here — is simply: restart the
app and ask it something. Full walkthrough:
With an AI agent.
what you'll see — Agents (MCP): step 1 — pick your tool, copy the snippet
Pick your tool — we’ll show the exact snippet and the file it goes in (Claude Code takes a single command instead). Paste it and save. (regixo mcp --print-config prints this for you too.)
📁Paste into macOS:~/Library/Application Support/Claude/claude_desktop_config.json · Windows:%APPDATA%\Claude\claude_desktop_config.json
This pins your project’s data dir + config, so the agent reads this catalog from wherever your AI app launches it.
📘
Hand your agent the reading playbook. One command prints a short markdown skill that teaches your agent when to call which tool — and how to read the trust signals (draft vs confirmed, staleness) — before it answers. Paste it into your agent’s instructions (an AGENTS.md, or your tool’s rules file).
Evidence bundle
Compliance ▾ → Evidence bundle. One machine-readable file that proves what your records say —
the RoPA draft, the DORA register, the change log and the source list, with a real per-artifact
sha256: fingerprint. You can do:↓ Download, ↻ Regenerate. It’s a
DRAFT bundle; the signed official bundle is the paid step. Twin of regixo evidence.
what you'll see — the Evidence bundle: the Create-it card, and the manifest with a sha256 per artifact
Your latest file is below. Create a fresh one any time — each bundle is stamped with the moment it was made. It runs entirely on your machine — nothing is uploaded.
say
“Use Regixo to pack my draft records into one evidence bundle I can hand to an auditor.”
Show the commandHide the commandShow the sentenceHide the sentence
run
✓ Bundle ready
regixo-evidence-2026-07-11.json
DRAFT · 60 KB · 4 parts · generated just now (2026-07-11)
Help ▾ → Settings. Five sections down the side — Mode · Connections · DORA scope · Keep it
current · About this install. The one that changes what Regixo is is Mode: two cards,
not a radio — Full compliance tool ⇄ Data catalog only — each listing exactly what it
turns on and off, with the current one marked.
what you'll see — Settings: the two mode cards (full compliance tool ⇄ data catalog only)
✓Personal data labelled with its legal basis (Art. 9/10)
● You’re using this
◷
Data catalog only
For teams that just want to map their data.
✓The data catalog — map, search, owners, lineage
✓Personal data still flagged — shown as plain “sensitive”
✕The Record (RoPA) tab — hidden
✕Compliance hand-off, DORA & sign-off — hidden
The other four sections: Connections — a read-only inventory of every source, whether it was
reachable at the last scan, what env var it reads (the name only, never the secret), and
its regixo test / regixo sources remove commands; DORA scope — on/off;
Keep it current — Regixo has no built-in scheduler, so it shows per-source last-scanned ages and
a copy-ready GitHub Actions snippet (plus a cron fallback) to run regixo watch yourself;
and About this install. The toggles write the same regixo.yml fields as
regixo config.
Commands
Help ▾ → Commands. The click-to-copy map of every regixo command. It opens with
“Run Regixo by talking to your coding agent.” — because in practice most engineers now run Regixo
by saying what they want, and their agent runs the same command in the same project shell. So
every action here is one command shown two ways: the sentence you say (say)
and the terminal command (run). One switch at the top — Show: Sentence |
Command — sets which one leads, and it remembers your choice across pages. Neither is hidden: the
other is always one click away, and both are copyable.
Three commands deliberately have no sentence at all —
regixo annotate set, regixo verify and regixo dora export.
Confirming a legal field, signing a record and sealing the official register are a person’s acts, so
the panel shows the command alone and says: “This one’s yours.”
what you'll see — Commands: one action shown two ways (say / run), and one only a person may run
Scan your databases, build the map, and draft the paperwork. Run this first, and again whenever you want a fresh scan. One source failed? regixo start --source <id> re-scans just that one.
say
“Set Regixo up in this project — scan my sources and build the data map.”
Show the commandHide the commandShow the sentenceHide the sentence
run
With a licence key, makes the record official — removes the DRAFT stamp and seals it under your compliance lead’s signature. The free draft never needs this.
run
✋This one’s yours. Only a person can sign a record.
Guide
Help ▾ → Guide. A short action plan — “What to do in Regixo” — that links each step to
the screen or command that does it: the goal (get your first record to your compliance team), the
labels you’ll meet (found · suggested · needs you), what happens after you send it, and what
stays on your computer.
What the free portal can’t do (by design)
It can’t scan or connect a source (no secret entry, no scan-from-server — those are
regixo start / regixo add), can’t run regixo watch (it
shows you how to schedule it), can’t forward the draft (the hand-off is a copyable command),
and can’t fill/confirm the RoPA legal fields (that’s the compliance portal or
regixo annotate). Everything touching credentials, scanning, forwarding, or payment lives
elsewhere. And it can’t take payment: paying, signing and the sealed export happen in the
compliance portal — parts of which are still launch gates, not yet switched on. Which ones, and
what works today, is stated plainly in The compliance portal →