Documentation

Everything Catalio does, written down.

How Catalio extracts what your platforms already know, turns it into a living specification, and keeps it current as the software changes. Guides, concepts and API references in one place.

Quick start → How Catalio works

67 articles · 8 topics · updated

New · Agent Teams and the AI Software Lifecycle

Start here

Welcome, then the first workflow.

01 · Welcome Welcome to Catalio AI-powered platform that extracts institutional knowledge and creates living specifications for legacy and enterprise systems Read → 02 · Quick Start Quick Start Guide Connect your first application and create a living specification in minutes Read → 03 · Your First Workflow Your First Catalio Workflow Walk through the ideal onboarding flow: from defining your Application to reviewing AI-surfaced Change Proposals Read →

The journey

Extract. Understand. Evolve.

Three concepts, three guides

01 · Extract Connect and extract Link a repository, API or metadata export. Every field, endpoint, rule and job comes in with an AI summary and semantic tags. How Catalio works → 02 · Understand The living specification Features, requirements and policies reverse-engineered from the inventory. Always current, structured, and searchable by purpose. Read the concept → 03 · Evolve Gap analysis and modernization Compare what the legacy system actually does against what the target needs. Missing rules, new capabilities, behaviour changes. Gap analysis →

Browse by topic

8 shelves, every article on one of them.

Start here 5 Connect your first application and create a living specification in minutes 01Welcome to Catalio 02Quick Start Guide 03Your First Catalio Workflow 04How Catalio Works 05The Living Specification All 5 → Describe your applications 14 Name the system, then capture its features, journeys, requirements, and the rules that govern them ApplicationsFeaturesRequirementsPersonasUse CasesComponentsTest Cases & ResultsJourneysJourney StepsJobs To Be Done (JTBD)Journey ComparisonsCapabilities + 2 more All 14 → Extract what you already have 8 Bring in code, documents, and conversations, then review what Catalio found 01Extract overview 02Repositories 03Set up a repository for Command Center All 8 → Plan & build with initiatives 11 Plan the work, build it with AI, and track delivery back to the specification 01Initiatives 02Initiative Questions 03Capability Assessments All 11 → Solutions 6 Engagements where Catalio gathers requirements and verifies how a system behaves: legacy modernization, regulated work, agent-assisted delivery 01Enterprise Software Development 02Regulated Industries: Healthcare, Finance & Pharma 03Product Management & Roadmap Planning All 6 → Admin & access 7 Manage organizations, people, and who can see each living specification 01Organizations 02Users 03Teams All 7 → Integrations 11 Connect Catalio with your legacy systems, enterprise platforms, and modern development tools 01GitHub Integration 02Linear Integration 03Salesforce Integration (Beta) All 11 → API & MCP 5 Authenticate, call the JSON:API, and drive Catalio from your IDE over MCP 01API Authentication 02JSON:API Overview 03MCP Authentication All 5 →

All articles

Guides, references and tutorials, by topic.

Describe your applications

Name the system, then capture its features, journeys, requirements, and the rules that govern them

14

Applications

Learn how Catalio models the legacy or target software system you are analyzing, modernizing, or documenting

application legacy-modernization journeys

Features

Scan-derived functional areas within an application that group requirements once a domain expert confirms them

features requirements application

Requirements

Learn how Catalio structures business requirements using user story format with AI-powered features

requirements user-stories ai

Personas

Define user roles and stakeholders to create targeted, user-centered requirements

personas user-roles stakeholders

Use Cases

Create testable scenarios using Gherkin format to validate your requirements

use-cases acceptance-criteria gherkin

Components

The atomic pieces of an Application — metadata in a business platform or files in a source repository, sometimes both at once

components metadata source-files

Test Cases & Results

Create comprehensive test cases to validate requirements, then record and track execution results to build quality confidence over time

test-cases test-results testing

Journeys

Record step-by-step sequences of how users actually interact with your software to identify friction, gaps, and improvement opportunities

journeys user-experience legacy-modernization

Journey Steps

Understand how individual user actions are captured, classified, and analyzed for friction within Catalio journeys

journey-steps friction user-experience

Jobs To Be Done (JTBD)

Capture the deeper motivations behind user behavior to ensure journeys and requirements are grounded in real business goals

jtbd jobs-to-be-done personas

Journey Comparisons

Link a legacy journey to a target journey for the same job-to-be-done and quantify the UX improvement step-by-step

journey-comparisons journeys legacy-modernization

Capabilities

Organize requirements and processes around discrete business capabilities that transcend technology changes and org chart reorganizations

capabilities business-architecture requirements

Processes

Organize requirements into sequential workflows using templates and deployment tracking

processes workflows templates

Policies

Define organizational constraints, link them to requirements, and keep governance context in the living specification

policies governance compliance

Extract what you already have

Bring in code, documents, and conversations, then review what Catalio found

8

Extract overview

Start from the code, documents, and conversations you already have. Catalio drafts your application's specification from them, and your team reviews what it found

extract repositories documents

Repositories

Connect source code repositories to Catalio to automatically surface Components from your codebase and map them to Applications for code-level traceability

repositories github source-code

Set up a repository for Command Center

Get a repository ready to run in your sandbox: connect source control, set up and validate the repository, add its environment values, and sign in the coding agent before an Extract scan

repositories sandbox extract

Sources

Link GitHub repositories and other data feeds to automatically surface requirements from real-world conversations and code

sources github discovery

Document Extraction

Upload documents and let Catalio's AI analyze them against your codebase or specification, producing Change Proposals for your team to review

ai document-extraction artifacts

Discovery Sessions

Structure and track AI-assisted discovery conversations that systematically extract requirements and friction insights from subject matter experts

discovery sessions ai

Change Proposals

Review, accept, and apply AI-discovered requirement changes from document extraction, journey analysis, and stakeholder discovery

change-proposals ai discovery

Gap Analysis & Risk-Free Modernization

How Catalio identifies gaps between legacy and target systems to enable safe migrations

concepts modernization migration

Plan & build with initiatives

Plan the work, build it with AI, and track delivery back to the specification

11

Initiatives

Understand how Initiatives organize all discovery, requirements, and delivery work into a governed, stage-gated modernization engagement

initiatives strategy stages

Initiative Questions

Capture open questions, blockers, and decisions that surface during an Initiative and track them through resolution so nothing falls through the cracks

questions blockers decisions

Capability Assessments

Score each Capability within an Initiative on a 1–5 scale to produce a Red/Yellow/Green heatmap of transformation readiness and drive gap analysis

capability-assessments heatmap scoring

Decisions

Capture the formal choices made during an Initiative — what you're building, how you're building it, and how you work — with type-specific templates, supersede chains, and ADR export

decisions adr architecture

AI Chat

Have natural-language conversations with an AI assistant that can read, create, and update your requirements catalog — right inside Catalio

ai chat conversations

AI Skills

AI Skills give the Catalio assistant different areas of expertise. In AI Chat each agent answers with its own skill; elsewhere a skill is picked from what you ask

ai skills chat

AI Grader

Understand how Catalio grades requirements across Clarity, Completeness, Feasibility, and Quality — and how to act on low scores

ai grader requirements

Issue Links

Connect Catalio Requirements, Applications, and Initiatives to GitHub Issues, Linear, Jira, and Azure DevOps work items to close the loop between specifications and delivery

issue-links traceability github

Versioning

Understand the versioning patterns Catalio uses — explicit Application Versions, automatic change history, and the superseding pattern for Requirements

versioning application-versions change-tracking

Artifacts

Attach notes, comments, file uploads, and diagrams to any Requirement, Initiative, Application, or other entity in Catalio

artifacts notes comments

Notifications

Receive in-app and email alerts when something in Catalio needs your attention — mentions, comments, proposal queues, component sync events, and announcements — with per-type preferences and quiet hours

notifications inbox preferences

Solutions

Engagements where Catalio gathers requirements and verifies how a system behaves: legacy modernization, regulated work, agent-assisted delivery

6

Enterprise Software Development

How enterprise software teams use Catalio to manage complex requirements across distributed teams, integrate with development tools, and maintain traceability throughout the SDLC.

use-cases enterprise software-development

Regulated Industries: Healthcare, Finance & Pharma

How organizations in regulated industries use Catalio to maintain compliance, manage validation documentation, and ensure traceability for FDA, HIPAA, SOX, and other regulatory requirements.

use-cases compliance healthcare

Product Management & Roadmap Planning

How product managers use Catalio to capture customer needs, prioritize features, plan roadmaps, and communicate with stakeholders while maintaining alignment between vision and execution.

use-cases product-management roadmap

Consulting & Systems Integration Projects

How consulting firms and systems integrators use Catalio to manage client requirements, coordinate implementation projects, and deliver successful enterprise software deployments.

use-cases consulting systems-integration

SaaS Platform Configuration Management

How business teams manage SaaS platform configurations, maintain traceability across Salesforce and NetSuite customizations, and ensure business process integrity through comprehensive configuration documentation.

use-cases saas platform

Agent Teams and the AI Software Lifecycle

How people and Catalio's agents work from one shared specification to gather requirements, build, and verify how a system behaves.

use-cases ai-agents mcp

Integrations

Connect Catalio with your legacy systems, enterprise platforms, and modern development tools

11

GitHub Integration

Connect Catalio to GitHub to link requirements with issues, pull requests, and commits for complete development traceability.

integrations github version-control

Linear Integration

Link Catalio records to Linear issues with automatic metadata sync through Issue Links.

integrations linear issues

Salesforce Integration (Beta)

Connect and sync Salesforce metadata into Catalio's Extract, Understand, and Evolve workflow. Available today in Beta.

integrations salesforce beta

Azure DevOps Integration

Link Catalio records to Azure DevOps work items and sync repositories into Components when the integration is enabled.

integrations azure-devops work-items

Connections

Add MCP servers such as GitHub and Linear to your organization, sign in to each one with your own account, and let Command Center agents use them on your behalf.

integrations mcp connections

Building Custom Integrations

Connect proprietary and legacy systems to Catalio using the live REST API and polling workflows. Outbound webhooks are planned.

integrations api custom

Supported AI Providers

Complete reference of all AI/LLM providers Catalio can connect to when bring-your-own-LLM is enabled for your organization, including capabilities, model availability, and configuration requirements.

integrations ai llm

Bring Your Own LLM (BYOLLM)

Connect your organization's own AI provider in Catalio. Available per organization on request; by default your workspace uses the managed Catalio AI provider. Learn how to set up API keys, select models, and manage provider configurations securely.

integrations ai llm

AI Features and Data Privacy

How Catalio protects your data when using AI features. Learn about encryption, data handling, and compliance considerations.

integrations ai privacy

ServiceNow Integration

ServiceNow integration is on the Catalio roadmap. Today you can connect requirements to issues with the GitHub and Linear integrations.

integrations servicenow itsm

Jira Integration

Link Catalio requirements to Jira issues manually today through Issue Links. Connected two-way sync is planned.

integrations jira agile

See it on your system

Read enough? Watch it run on your code.

A 30-minute working session: connect one system, watch the extraction, read the first requirements together.

Book a demo →