Files
pm-template/openwebui/SETUP.md
Max Mayfield a2d7dab296 refactor: wire Open WebUI → Kiro Gateway + mcpo, add Reltio Forge spec
- docker-compose: 3 services (gateway, mcpo, webui) with proper wiring
- Open WebUI connects to Kiro Gateway for LLM, mcpo for MCP tools
- TOOL_SERVER_CONNECTIONS auto-discovers Jira, Aha, Context7
- Simplified mcporter.json (env vars from container, not JSON)
- env.example consolidated with all keys
- SETUP.md rewritten with architecture diagram
- Pipelines deprecated (mcpo replaces custom Python shims)
- Added docs/reltio-forge.md
2026-03-03 13:29:43 +00:00

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# Open WebUI Integration
The PM Factory uses Open WebUI as the browser-based frontend for non-technical PMs. It connects to Kiro Gateway for LLM intelligence and mcpo for tool access (Jira, Aha!, Gainsight).
## Architecture
```
Browser (PM)
Open WebUI (:3000)
├── LLM → Kiro Gateway (:8000/v1) → Claude/GPT/etc
└── Tools → mcpo (:3001) → MCP Servers
├── atlassian (Jira)
├── aha (Aha! roadmaps)
└── context7 (docs lookup)
```
## Quick Start
```bash
cp env.example .env # Fill in your API keys
docker compose up -d
```
Open http://localhost:3000. Log in with the admin email/password from your `.env`.
## How It Works
1. **Kiro Gateway** provides an OpenAI-compatible `/v1/chat/completions` endpoint. Open WebUI talks to it like any OpenAI provider.
2. **mcpo** reads `config/mcporter.json` and exposes each MCP server as an OpenAPI endpoint. Open WebUI discovers tools automatically via `TOOL_SERVER_CONNECTIONS`.
3. **No pipelines needed.** The old `pipelines/` directory contained custom Python shims that shelled out to mcporter. With mcpo, Open WebUI calls MCP tools natively through OpenAPI. The pipelines are deprecated.
## First-Time Setup
### 1. Jira OAuth
Atlassian uses OAuth, not API keys. After `docker compose up`:
```bash
docker exec -it pm-mcpo mcporter auth atlassian
```
Follow the browser prompt to authorize. This is a one-time step per machine.
### 2. Aha! + Gainsight
These use API keys set in `.env`. No extra auth step needed.
### 3. Verify Tools
Open http://localhost:3001/docs to see all available MCP tools exposed by mcpo. Each server has its own route:
- http://localhost:3001/atlassian/docs — Jira tools
- http://localhost:3001/aha/docs — Aha! tools
- http://localhost:3001/context7/docs — Documentation lookup
In Open WebUI, go to Settings → Tools to confirm all three servers are connected.
## Model Preset
Import `preset.json` via Workspace → Models → Import. This loads the PM Factory system prompt with Transparent Factory tenets baked in.
## Knowledge Base
Upload these files as a Knowledge collection in Open WebUI:
- `skills/epics-standards/references/` — Epic templates and checklists
- `skills/gainsight-px/SKILL.md` — Analytics reference
- `docs/reltio-forge.md` — Reltio Forge velocity standard
Then attach the collection to the PM Factory model preset.
## Customization
- **Add MCP servers:** Edit `config/mcporter.json`, restart mcpo
- **Change LLM:** Update `OPENAI_API_KEY` and gateway config in `.env`
- **Custom CSS:** Edit `openwebui/custom.css` (mounted into the container)