SKILL.md
InsForge SDK Skill
This skill covers client-side SDK integration using @insforge/sdk. For backend infrastructure operations (creating tables, inspecting schema, deploying functions, secrets, managing storage buckets, configuring Stripe keys/catalog, website deployments, cron job and schedules, logs, etc.), use the insforge-cli skill.
Quick Setup
1. Install the SDK
npm install @insforge/sdk@latest
2. Set up environment variables
Before using the SDK, create a .env file (or .env.local for Next.js) in your project root with your InsForge URL and anon key.
#### How to get your URL and anon key
-
Ensure the project is linked. Check for .insforge/project.json in the project root.
- If it doesn't exist, run
npx @insforge/cli link(existing project) ornpx @insforge/cli create(new project) to generate it.
-
Get the anon key via the CLI:
npx @insforge/cli secrets get ANON_KEY
-
Get the URL from the oss_host field in .insforge/project.json (e.g., https://myapp.us-east.insforge.app).
-
Write both values to the .env file using the correct framework prefix (see table below).
Important: Use the anon key for SDK clients, including SSR. Use the API key only for privileged backend operations that need admin/service access; it is a full-access admin key, equivalent to a service role key on other platforms.
Use the correct environment variable prefix and access pattern for your framework:
Framework
.env file
Variables
Access Pattern
Next.js
.env.local
NEXT_PUBLIC_INSFORGE_URL, NEXT_PUBLIC_INSFORGE_ANON_KEY
process.env.NEXT_PUBLIC_*
Vite (React, Vue, Svelte)
.env
VITE_INSFORGE_URL, VITE_INSFORGE_ANON_KEY
import.meta.env.VITE_*
Astro
.env
PUBLIC_INSFORGE_URL, PUBLIC_INSFORGE_ANON_KEY
import.meta.env.PUBLIC_*
SvelteKit
.env
PUBLIC_INSFORGE_URL, PUBLIC_INSFORGE_ANON_KEY
import { env } from '$env/dynamic/public'
Create React App
.env
REACT_APP_INSFORGE_URL, REACT_APP_INSFORGE_ANON_KEY
process.env.REACT_APP_*
Node.js / Server
.env
INSFORGE_URL, INSFORGE_ANON_KEY
process.env.*
Example .env.local for Next.js:
NEXT_PUBLIC_INSFORGE_URL=https://your-appkey.us-east.insforge.app
NEXT_PUBLIC_INSFORGE_ANON_KEY=eyJhbGciOiJIUzI1NiIs...
Important: Never commit .env files to version control. Add .env, .env.local, and .env*.local to your .gitignore (keep .env.example for documenting required variables).
3. Initialize the client
import { createClient } from '@insforge/sdk'
// Next.js / CRA: use process.env
const insforge = createClient({
baseUrl: process.env.NEXT_PUBLIC_INSFORGE_URL,
anonKey: process.env.NEXT_PUBLIC_INSFORGE_ANON_KEY
})
// Vite / Astro: use import.meta.env
const insforge = createClient({
baseUrl: import.meta.env.VITE_INSFORGE_URL,
anonKey: import.meta.env.VITE_INSFORGE_ANON_KEY
})
Module Reference
Module
SDK Integration
Database
Auth
Storage
Functions
AI
Real-time
Payments
What Each Module Covers
Module
Content
Database
CRUD operations, filters, pagination, RPC calls
Auth
Sign up/in, OAuth, sessions, profiles, password reset
Storage
Upload, download, delete files; S3-compatible gateway for CI / backup tooling; write RLS policies for buckets
Functions
Invoke edge functions
AI
OpenRouter via OpenAI SDK, image/video generation, embeddings, deprecated InsForge SDK fallback
Send custom transactional HTML emails (welcome, newsletter, notifications)
Payments
Stripe Checkout Sessions, subscriptions, and Billing Portal redirects
Real-time
Connect, subscribe, publish events, and track presence snapshots plus join/leave deltas
Guides
Guide
When to Use
Writing or reviewing RLS policies — covers infinite recursion prevention, SECURITY DEFINER patterns, performance tips, and common InsForge RLS patterns
Fallback path when the consumer is existing S3 tooling (aws CLI, AWS SDKs, rclone, Terraform, boto3) and adopting @insforge/sdk is impractical — covers endpoint/region setup, access-key management, path-style addressing, and supported vs. not-supported S3 operations. Requires InsForge 2.0.9+. Prefer the SDK (storage/sdk-integration.md) for app code
Writing RLS policies for storage.objects — owner-only, public-read, path-scoped, team-shared, and the NULL uploaded_by caveat for mixed REST + S3 buckets
Building semantic search, recommendations, or RAG — covers the vector extension, schema/dimensions, distance operators, HNSW/IVFFlat indexes, and RPC similarity search
Generating embeddings through OpenRouter, storing them in pgvector, and wiring up a basic RAG pipeline with chat completions
payments/backend-configuration.md
Configuring Stripe keys, syncing catalog, creating products/prices, webhooks, and portal RLS before app integration
Building Checkout for a New App
Before integrating payments, make sure a Stripe key is configured. Run npx @insforge/cli payments status. If it shows unconfigured, ask the user for the Stripe key first. See payments/backend-configuration.md.
Real-time Configuration
For real-time channels and database triggers, use SQL migrations or database admin tooling to configure channels, triggers, and policies. The real-time SDK is for frontend event handling and messaging, not backend configuration.
#### Create Database Triggers
Automatically publish events when database records change.
-- Create trigger function
CREATE OR REPLACE FUNCTION notify_order_changes()
RETURNS TRIGGER AS $$
BEGIN
PERFORM realtime.publish(
'order:' || NEW.id::text, -- channel
TG_OP || '_order', -- event: INSERT_order, UPDATE_order
jsonb_build_object(
'id', NEW.id,
'status', NEW.status,
'total', NEW.total
)
);
RETURN NEW;
END;
$$ LANGUAGE plpgsql SECURITY DEFINER;
-- Attach to table
CREATE TRIGGER order_realtime
AFTER INSERT OR UPDATE ON orders
FOR EACH ROW
EXECUTE FUNCTION notify_order_changes();
#### Conditional Trigger (Status Changes Only)
CREATE OR REPLACE FUNCTION notify_order_status()
RETURNS TRIGGER AS $$
BEGIN
PERFORM realtime.publish(
'order:' || NEW.id::text,
'status_changed',
jsonb_build_object('id', NEW.id, 'status', NEW.status)
);
RETURN NEW;
END;
$$ LANGUAGE plpgsql SECURITY DEFINER;
CREATE TRIGGER order_status_trigger
AFTER UPDATE ON orders
FOR EACH ROW
WHEN (OLD.status IS DISTINCT FROM NEW.status)
EXECUTE FUNCTION notify_order_status();
#### Access Control (RLS)
RLS is disabled by default. To restrict channel access:
- Enable RLS
ALTER TABLE realtime.channels ENABLE ROW LEVEL SECURITY;
ALTER TABLE realtime.messages ENABLE ROW LEVEL SECURITY;
- Restrict Subscribe (SELECT on channels)
CREATE POLICY "users_subscribe_own_orders"
ON realtime.channels FOR SELECT
TO authenticated
USING (
pattern = 'order:%'
AND EXISTS (
SELECT 1 FROM orders
WHERE id = NULLIF(split_part(realtime.channel_name(), ':', 2), '')::uuid
AND user_id = auth.uid()
)
);
- Restrict Publish (INSERT on messages)
CREATE POLICY "members_publish_chat"
ON realtime.messages FOR INSERT
TO authenticated
WITH CHECK (
channel_name LIKE 'chat:%'
AND EXISTS (
SELECT 1 FROM chat_members
WHERE room_id = NULLIF(split_part(channel_name, ':', 2), '')::uuid
AND user_id = auth.uid()
)
);
- Quick Reference
Task
SQL
Create channel
INSERT INTO realtime.channels (pattern, description, enabled) VALUES (...)
Create trigger
CREATE TRIGGER ... EXECUTE FUNCTION ...
Publish from SQL
PERFORM realtime.publish(channel, event, payload)
Enable RLS
ALTER TABLE realtime.channels ENABLE ROW LEVEL SECURITY
#### Best Practices
-
Create channel patterns first before subscribing from frontend
- Insert channel patterns into
realtime.channelstable
- Ensure
enabledis set totrue
-
Use specific channel patterns
- Use wildcard
%patterns for dynamic channels (e.g.,order:%fororder:123)
- Use exact patterns for global channels (e.g.,
notifications)
#### Common Mistakes
Mistake
Solution
Subscribing to undefined channel pattern
Create channel pattern in realtime.channels first
Channel not receiving messages
Ensure channel enabled is true
Publishing without trigger
Create database trigger to auto-publish on changes
#### Recommended Workflow
1. Create channel patterns → INSERT INTO realtime.channels
2. Ensure enabled = true → Set enabled to true
3. Create triggers if needed → Auto-publish on database changes
4. Proceed with SDK subscribe → Use channel name matching pattern
Backend Configuration (Not Yet in CLI)
These modules still require HTTP API calls because the CLI does not yet support them:
Module
Backend Configuration
AI
Auth redirect URL allowlist is now managed via the CLI — use npx @insforge/cli config export/plan/apply. Other auth settings (password policy, OAuth providers, verification methods) still live on the dashboard. See the insforge-cli skill's Configuration section.
Risky backend changes? Use a branch first
When a code change in this skill depends on a schema migration, new RLS policy, OAuth provider config change, or any other backend change that could brick prod, create a backend branch first instead of editing the live project. Branches share JWT_SECRET (existing user JWTs keep working) but get a fresh database + EC2 + API_KEY / ANON_KEY, so you can test the SDK + backend change end-to-end in isolation.
The full branching workflow lives in the insforge-cli skill — see branch for the decision guide and lifecycle commands. Typical loop:
npx @insforge/cli branch create feat-x --mode schema-only
# ... apply migrations / change auth config / update RLS on the branch ...
# ... test the SDK against the branch backend ...
npx @insforge/cli branch merge feat-x --dry-run # review SQL
npx @insforge/cli branch merge feat-x # apply to parent
⚠ **After branch create or branch switch**, the SDK's INSFORGE_URL and INSFORGE_ANON_KEY change. Restart your dev server (or re-source .env) so the SDK starts talking to the branch backend. If you don't, the SDK will silently keep hitting parent — the #1 cause of "I switched but my changes aren't showing up".
SDK Quick Reference
All SDK methods return { data, error }.
Module
Methods
insforge.database
.from().select(), .insert(), .update(), .delete(), .rpc()
insforge.auth
.signUp(), .signInWithPassword(), .signInWithOAuth(), .signOut(), .getCurrentUser()
insforge.storage
.from().upload(), .uploadAuto(), .download(), .remove()
insforge.functions
.invoke()
insforge.ai
Deprecated fallback only: .chat.completions.create(), .images.generate(), .embeddings.create()
insforge.realtime
.connect(), .subscribe(), .publish(), .on(), .disconnect()
insforge.emails
.send({ to, subject, html, cc?, bcc?, from?, replyTo? })
insforge.payments
.createCheckoutSession(), .createCustomerPortalSession()
Important Notes
- Database inserts require array format:
insert([{...}])notinsert({...})
- Next.js / SSR auth: Use
createClient({ isServerMode: true }), keep tokens in httpOnly cookies, and perform auth flows on the server. See auth/sdk-integration.md
- Storage: Save both
urlANDkeyto database for download/delete operations
- Functions invoke URL:
/functions/{slug}(without/apiprefix)
- Email — no SMTP, no third-party packages: Auth emails (signup verification, password reset, magic links, invites) ship on every plan. Custom email via
insforge.emails.send()ships on every paid plan. **Never installnodemailer/resend/sendgrid/mailgun/postmarkor ask for SMTP credentials** — the platform handles delivery. Custom sender domain is dashboard config, notpackage.json. See email/sdk-integration.md.
- Payments: Configure Stripe keys/catalog with
npx @insforge/cli payments ...first; frontend code only creates Checkout/Portal sessions.
- Payment RLS: Before subscription checkout or Billing Portal UI, add app-specific RLS on
payments.checkout_sessionsandpayments.customer_portal_sessions. Checkout creation needsINSERT; checkout requests withidempotencyKeyalso need matchingSELECTonpayments.checkout_sessions.
- Use Tailwind CSS v3.4 (do not upgrade to v4)
- Always local build before deploy: Prevents wasted build resources and faster debugging
- Deprecated packages:
@insforge/react,@insforge/nextjs, and@insforge/react-routerare deprecated. Do NOT install or use them. Use@insforge/sdkdirectly for all features including authentication.
- Deployment: Include a
vercel.jsonin the project root for SPA routing (React, React Router apps). Thedownload-templatetool includes this automatically.
- Branching for risky backend changes: If your SDK code depends on a new schema, RLS policy, or auth config change, create a branch via
npx @insforge/cli branch createfirst — see the insforge-cli skill's branch reference. Afterbranch create/branch switch, restart the dev server so the SDK picks up the newINSFORGE_URL/INSFORGE_ANON_KEY.