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Installation

Get Jataka installed and configured for your development environment. We support multiple installation methods to fit your workflow.

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System Requirements

Before installing Jataka, ensure your system meets these requirements:

Operating System

  • macOS 10.15+ (Catalina or later)
  • Windows 10+ (64-bit)
  • Ubuntu 18.04+ or equivalent

Required Software

  • Node.js 18.0 or higher
  • Git 2.20 or higher
  • Salesforce CLI (optional)

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Installation Methods

Install Jataka globally using npm: 
npm install -g @jataka/cli
Or using yarn: 
yarn global add @jataka/cli
Verification: 
jataka --version
# Expected output: Jataka CLI v1.0.0

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Method 2: Download Binary

Download the appropriate binary for your system:

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Method 3: Docker

Use the official Jataka Docker image: 
# Pull the image
docker pull jataka/cli:latest

# Run Jataka commands
docker run --rm -v $(pwd):/workspace jataka/cli:latest --version
Create an alias for convenience: 
alias jataka='docker run --rm -v $(pwd):/workspace jataka/cli:latest'

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Method 4: Source Installation

Install from source for development: 
# Clone the repository
git clone https://github.com/jataka/jataka-cli.git
cd jataka-cli

# Install dependencies
npm install

# Build the project
npm run build

# Link globally
npm link

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Authentication

After installation, authenticate with Jataka:
1
Login to your Jataka account:
jataka login
This will open your browser for authentication.
2
Verify authentication:
jataka whoami
You should see your account information.
3
Set up your default organization:
jataka org set-default YOUR_ORG_NAME

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Salesforce Connection

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Create Connected App

1
Go to Salesforce Setup → Apps → App Manager
2
Click New Connected App and fill in:
3
Enable OAuth Settings:
  • ✅ Enable OAuth Settings
  • ✅ Enable for Device Flow
  • Callback URL: https://app.jataka.io/callback
  • OAuth Scopes: api, refresh_token, web, full
4
Save and note the Consumer Key and Consumer Secret

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Connect Your Org

1
Connect your Salesforce org:
jataka connect \
  --consumer-key YOUR_CONSUMER_KEY \
  --consumer-secret YOUR_CONSUMER_SECRET \
  --login-url https://login.salesforce.com
2
For sandbox orgs:
jataka connect \
  --consumer-key YOUR_CONSUMER_KEY \
  --consumer-secret YOUR_CONSUMER_SECRET \
  --login-url https://test.salesforce.com
3
Test the connection:
jataka test-connection

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IDE Integration

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VS Code

Install the Jataka VS Code extension: 
# Install from command palette
ext install jataka.jataka-vscode
Or download from the VS Code Marketplace.

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Cursor

Configure Cursor MCP integration: 
{
  "mcp.servers": {
    "jataka": {
      "command": "jataka-mcp",
      "args": ["--org", "your-org-name"]
    }
  }
}

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JetBrains IDEs

Install the Jataka plugin from the JetBrains Marketplace:
  1. Go to File → Settings → Plugins
  2. Search for “Jataka”
  3. Click Install and restart your IDE

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Environment Setup

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Environment Variables

Create a .env file in your project root: 
# Jataka Configuration
JATAKA_API_TOKEN=your_api_token
JATAKA_ORG_ID=your_org_id

# Salesforce Credentials
SF_CONSUMER_KEY=your_consumer_key
SF_CONSUMER_SECRET=your_consumer_secret

# Optional: Default settings
JATAKA_DEFAULT_ENGINE=api_firewall
JATAKA_LOG_LEVEL=info

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Shell Configuration

Add Jataka to your shell profile for tab completion:

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Verification

Test your installation with these commands: 
# Check CLI version
jataka --version

# Verify authentication
jataka whoami

# Test Salesforce connection
jataka test-connection

# Run a quick test
jataka test --engine api-firewall --quick
Expected output for the quick test: 
🔍 Jataka Quick Test
====================

Status: ✅ PASSED
Duration: 1.2s

Governor Limits:
  SOQL Queries: 12/100 (12%)
  DML Statements: 5/150 (3%)
  CPU Time: 234ms/10,000ms (2%)

Connection: ✅ Salesforce org connected
Authentication: ✅ Jataka platform authenticated

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Troubleshooting

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Next Steps

🎉 Installation Complete! You’re ready to start using Jataka. Next steps:
Need Help? Join our Slack community or book a demo with our team.