Regixo docs
Reference · screen by screen

Screen reference — the free portal

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.

A masthead (“Regixo · data catalog · free & local”) sits over a nav with one flat link and three dropdowns:

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
Regixo data catalog · free & local

Your data map is ready.

§
A compliance draft is already started for you DRAFT

From this same map, Regixo also drafted a GDPR Article 30 record36 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
Regixo data catalog · free & local

Data map

63 datasets · 170 personal-data columns

10 of 10 sources reached

stripe / stripe / payment_method

● 10 personal✓ corrected
ColumnTypePersonal data
billing_address_countrystripe-field optional● Address by field name
Correct
A mechanical fix, never a legal judgement. It overrides Regixo’s detection, survives every re-scan, and is logged in What changed.
billing_namestripe-field optional● Personal data corrected by you
Correct
A mechanical fix, never a legal judgement. It overrides Regixo’s detection, survives every re-scan, and is logged in What changed.
idstripe-field optionalnot personal
Correct
A mechanical fix, never a legal judgement. It overrides Regixo’s detection, survives every re-scan, and is logged in What changed.

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 doesCLI twin
Search box + typeaheadRanked search of datasets, columns & glossary (“Best matches” / “matched on meaning”).regixo search
Personal data / Art. 9 filter pillsFilter the list to personal-data or special-category datasets.?pii=1 / ?special=1
Column row → CorrectA “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 / ClearAdd 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
Regixo data catalog · free & local

Record of Processing Activities

DRAFT
  • Manage customer accountsaccounts · customers · accounts · customer_accounts · customers · customers · ACCOUNTS · CUSTOMERS · CUSTOMER_ACCOUNTS · customer
    Regixo found: Address, Date of birth, Email, Financial (card/IBAN), Identifier, Name, National ID, Phone · suggested basis Art. 6(1)(b) contract suggested
    ⚠ Needs you: confirm the legal fields (purpose, lawful basis, retention).
    Processor-role activity. Shown in controller format — a statutory Art. 30(2) processor record (organised per controller) is a roadmap item.
    Activity detail & gaps
    PurposeCreate and run customer accounts and subscriptions so people can use your product or service. suggested
    Personal dataAddress, Date of birth, Email, Financial (card/IBAN), Identifier, Name, National ID, Phone found
    Data subjectsCustomers suggested
    RecipientsHubSpot found
    Lawful basisYou need it to provide your product or service.Art. 6(1)(b) contract suggested
    RetentionAccount lifetime + statutory minimum suggested
    Transfers outside the EUNone identified from source regions suggested
    Security measuresDescribe them — or set once in your org profile needs 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 meterRegixo 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)
Regixo data catalog · free & local

Your IT-supplier register (DORA) DRAFT

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 nameType of ICT serviceCountry of provisionProvider identifier (LEI)In DORA scope?
BigQueryautoICT serviceautoneeds youneeds youCandidate
HubSpotautoICT serviceautoneeds youneeds youCandidate
StripeautoPayment processingautoneeds youneeds youCandidate

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
Regixo data catalog · free & local

What changed

4 days ago 7 Jul
You recorded a data flow involving customer.
mysql-db/shop/customers → stripe/stripe/customer
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
Regixo data catalog · free & local

Glossary

✎ Add a term

Fill this in and Save — the term appears in the dictionary straight away. It’s a local action: this runs on your own machine, nothing is uploaded.

Nothing linked yet — open a source below and tick its tables.
app-db7 tables6 personal
bigquery8 tables7 personal

personal data

Cancel

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
Regixo data catalog · free & local

Connect your AI assistant to your data

local · stdio — runs inside your AI app
1
Add Regixo to your AI tool

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.)

claude_desktop_config.jsonread-only
{
  "mcpServers": {
    "regixo": {
      "command": "npx",
      "args": [
        "regixo",
        "mcp"
      ],
      "env": {
        "REGIXO_DATA": "/Users/you/app",
        "REGIXO_CONFIG": "/Users/you/app"
      }
    }
  }
}
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
Regixo data catalog · free & local

One file that proves what your records say

draft ready
Bundle ready

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)
RoPA_DRAFT.json36 processing activitiessha256: 8201…87b1
DORA_DRAFT.json15 tables · in scopesha256: e18e…d764
change-log.json4 log entriessha256: be54…f8cd
sources.json10 sources · 10 reachablesha256: a219…a1e8

Settings

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 toolData 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)
Regixo data catalog · free & local

Settings

Mode

✓ Current

Full compliance tool

For EU teams that need the GDPR paperwork done.

  • The data catalog — map, search, owners, lineage
  • The GDPR Record (RoPA), drafted for you
  • The compliance hand-off & official sign-off
  • 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 allregixo 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
Regixo data catalog · free & local
Show

Commands

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 →
REGIXO — documentation · the free portal runs on your machine, no login · Command reference