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magnus919/agent-skills/postgres/SKILL.md

Operate PostgreSQL instances safely: configuration review, index and query-plan analysis, vacuum and bloat management, WAL archiving and point-in-time recovery, replication and failover, extensions, major-version upgrades, and evidence-based diagnostics with the bundled read-only pgdiag script. Use when running or inspecting a PostgreSQL server, diagnosing performance or backup health, or planning an upgrade or failover. Do not use for application-level data access patterns (that's backend-engineering) or schema design (that's data-architect/data-engineering).

Skill102 starsChanged 2 months ago

What's in it

  1. PostgreSQL Operations
  2. Operating contract
  3. The pgdiag script
  4. Operating loop
  5. Configuration
  6. Indexes and query plans
  7. Vacuum and bloat
  8. Backups: WAL archiving and point-in-time recovery
  9. Replication and failover
  10. Extensions
  11. Upgrades
  12. Diagnostics with evidence
  13. Reference routing
  14. Included artifacts
  15. Verification boundary
  16. Hard boundaries
  17. When not to use
---
name: postgres
description: >-
  Operate PostgreSQL instances safely: configuration review, index and
  query-plan analysis, vacuum and bloat management, WAL archiving and
  point-in-time recovery, replication and failover, extensions, major-version
  upgrades, and evidence-based diagnostics with the bundled read-only pgdiag
  script. Use when running or inspecting a PostgreSQL server, diagnosing
  performance or backup health, or planning an upgrade or failover. Do not use
  for application-level data access patterns (that's backend-engineering) or
  schema design (that's data-architect/data-engineering).
license: MIT
compatibility: >-
  The bundled pgdiag script runs on Python 3.9+ and needs no PostgreSQL server
  for --help. Live diagnostics require the psql client (PostgreSQL 10+ servers)
  and socket or network access to the instance.
metadata:
  source: https://www.postgresql.org/docs/current/
  research_checked: "2026-08-03"
---

# PostgreSQL Operations

Use this skill to operate PostgreSQL safely as the database engine it is: review configuration against workload, find index and query-plan problems, manage vacuum and bloat, set up and verify WAL archiving and point-in-time recovery, run replication with a defensible failover plan, handle extensions, plan major-version upgrades, and diagnose incidents with evidence. This is a **tool skill** for one named tool (PostgreSQL). Database *methodology* — backup strategy across engines, migration patterns, SQL analytical patterns — lives in [data-engineering](../data-engineering/SKILL.md); application-level data access patterns belong to [backend-engineering](../backend-engineering/SKILL.md); schema and data modeling belong to [data-architect](../data-architect/SKILL.md) and `data-engineering`. Supabase platform administration is [supabase](../supabase/SKILL.md).

## Operating contract

1. **Read-only discovery before any mutation.** Inspect configuration, catalog statistics, and logs first. The bundled `pgdiag` script collects read-only evidence and opens every session with `default_transaction_read_only=on`.
2. **Confirm the target, scope, and rollback path before acting.** Read-only discovery may proceed without confirmation. Mutations — a `pg_ctl` stop, a promotion, an extension install, a `pg_upgrade` run — require an explicit human directive naming the instance.
3. **A backup is not recovery evidence.** Verify restore on a scratch instance on a schedule; never claim recoverability from a backup log alone.
4. **Keep evidence bounded.** Summarize catalog queries and log excerpts; never dump full logs, `postgresql.conf`, or connection strings with passwords into chat.
5. **Verify at the delivery boundary.** A `SELECT 1` answer proves connectivity, not health; a replayed `pg_basebackup` proves recoverability, not that today's WAL is being archived.

## The pgdiag script

`scripts/pgdiag` is an agent-first, read-only diagnostic collector. It shells out to `psql`, opens every session with `default_transaction_read_only=on`, and emits bounded JSON. `--help` works with no server and no psql installed.

```bash
scripts/pgdiag --help                      # no cluster needed
scripts/pgdiag --json                      # all checks, machine-readable
scripts/pgdiag --host db1 --dbname app --json
scripts/pgdiag --check identity --check wal_archive --json
scripts/pgdiag --plan-for "SELECT * FROM orders WHERE id = 42" --json
```

Exit codes: 0 ok, 1 runtime/collection error, 2 usage error, 127 psql binary not found, 124 timeout. `--check` runs a named subset; `--plan-for` adds an `EXPLAIN (FORMAT JSON)` plan for one read-only statement. The script never issues data-changing statements, and the server-side read-only session setting rejects any that slip through.

## Operating loop

1. **Identify the instance**: version, recovery state, configuration file locations, connection string shape, and whether this is primary or standby.
2. **Collect evidence**: `pgdiag --json` for config, connections, index usage, bloat signals, WAL archiving, recovery, replication, extensions, and database sizes.
3. **Triage against the symptom**: map the reported problem to the evidence (slow queries → plans and index usage; stalled backups → archiver; drift → replication lag).
4. **Act with confirmation**: bounded, scoped mutations after a human directive, with a rollback path named first.
5. **Verify**: re-run the relevant check and confirm the observable at the delivery boundary.

## Configuration

- The runtime source of truth is `pg_settings`, not the file: `SHOW`/`current_setting()` reflect reloads and overrides (ALTER SYSTEM, command-line `-c`, env `PGOPTIONS`). `pgdiag`'s `config` check lists the operator-critical values.
- Know which changes need a reload (`pg_ctl reload` / `SELECT pg_reload_conf()`) versus a restart: memory (shared_buffers, max_connections, wal_level, max_wal_senders) requires restart; most tuning and logging parameters reload.
- Check `log_destination`, `logging_collector`, and `log_min_duration_statement` so slow-query evidence exists before you need it; `track_io_timing=on` makes `pg_stat_database` I/O timing meaningful.
- Connection pressure: compare `pg_stat_activity` state counts against `max_connections`; a connection pooler is an application-architecture decision for [backend-engineering](../backend-engineering/SKILL.md).
- GUC rationale, reload-versus-restart tables, and parameter-change review patterns: `references/01-configuration.md`.

## Indexes and query plans

- Evidence first: `pg_stat_user_indexes` shows `idx_scan`/`idx_tup_read`/`idx_tup_fetch`; a table scanned sequentially with a large `seq_tup_read` while a filter exists is a candidate for a missing index.
- `EXPLAIN (ANALYZE, BUFFERS)` on the real workload query beats guessing; compare estimated to actual rows — a large mismatch points at stale planner statistics (a `pg_statistic` freshness problem) or a bad parameter (random_page_cost, effective_cache_size).
- Unused indexes (`idx_scan = 0` over a long window) cost writes and maintenance; invalid indexes (`pg_index.indisvalid = false`) are dropped on next vacuum and should be repaired or removed deliberately.
- Index choices (BRIN vs btree, partial indexes, covering indexes) are schema design and belong to [data-architect](../data-architect/SKILL.md); this skill owns measuring and operating what exists.
- Query-plan reading, index-usage SQL probes, and plan-review checklists: `references/02-indexes-and-query-plans.md`.

## Vacuum and bloat

- Vacuum reclaims dead tuples and refreshes planner statistics; autovacuum should do this on its own. Verify it is actually running: `autovacuum=on`, worker count, and per-table `relfrozenxid`/`n_dead_tup` trends.
- Bloat is the gap between table file size and live data: `pg_stat_user_tables.n_dead_tup` rising faster than vacuum runs is the leading signal; heap bloat from failed or skipped vacuum shows as large `relpages` with low live tuples.
- If autovacuum lags, the response is a targeted, confirmed maintenance window (`VACUUM` on specific tables, not a firehose), then a check of why autovacuum fell behind (long transactions, connection saturation, worker starvation).
- Never treat `VACUUM FULL` as routine: it rewrites the table, takes locks, and needs a maintenance window plus a verified backup path.
- Bloat measurement probes and autovacuum tuning patterns: `references/03-vacuum-and-bloat.md`.

## Backups: WAL archiving and point-in-time recovery

- The recovery model: a base backup plus a continuous WAL archive gives point-in-time recovery (PITR) — restore the base, replay archived WAL up to the target time.
- Recovery targets come in two families: time-based (the `pitr|point.in.time` pattern is the shorthand for this family — a wall-clock target such as "yesterday 02:00") and position-based (a specific LSN or timeline marker). Both are valid `recovery_target` inputs.
- WAL archiving readiness is `archive_mode=on` with a working `archive_command` and a healthy archiver: `pg_stat_archiver` must show `archived_count` growing, `failed_count` stable, and `last_failed_wal` empty or old.
- `wal_level` must be `replica` (or higher) for both archiving and streaming replication; changing it requires a restart.
- Back up with `pg_basebackup` (or a dedicated tool) consistently with WAL: label each backup, record its `pg_stop_backup()` LSN / timeline, and test restore with the archive before trusting it.
- PITR procedure, `recovery_target` options, restore-to-point-in-time steps, and RPO/RTO framing (methodology in [data-engineering](../data-engineering/SKILL.md)): `references/04-backups-wal-pitr.md`.

## Replication and failover

- Streaming replication: standby connects with a replication slot, receives WAL continuously; verify with `pg_stat_replication` (`state=streaming`, `replay_lsn` keeping up, small `replay_lag`) and the standby's recovery state.
- Decide synchronous vs asynchronous deliberately: synchronous (`synchronous_standby_names`) trades commit latency for a durability guarantee; asynchronous risks losing the last commits on failover.
- A failover plan is more than a `pg_ctl promote`: it names who promotes, how clients are redirected, what happens to the old primary on return, and how to verify data (lag at promotion, timeline divergence).
- Promotion is a mutation — confirm the target and scope first. With a replication-manager tool (Patroni, repmgr), use its switchover command instead of manual promotion; rejoin the old primary as a standby, never let two primaries write.
- Streaming setup, slot management, lag measurement, and failover runbooks: `references/05-replication-and-failover.md`.

## Extensions

- Inventory first: `pg_extension` (installed) and `pg_available_extensions` (available) tell you what exists and what versions are on disk; `pgdiag`'s `extensions` check does this.
- Extension installs change the shared catalog and some extensions change the database in ways that are hard to reverse — an install is a mutation with a rollback path, not a `CREATE EXTENSION` reflex.
- Major-version upgrades usually require re-installing or re-building extensions (e.g., PostGIS, pgvector) on the new binaries; check each extension's upgrade notes before `pg_upgrade`.
- Trusted extensions can be installed by non-superusers into their own databases; extension policy and shared-library availability are infrastructure decisions for [platform-engineering](../platform-engineering/SKILL.md).
- Common extensions, lifecycle, and version-upgrade gotchas: `references/06-extensions.md`.

## Upgrades

- Minor upgrades are in-place binary swaps (restart); major upgrades (e.g., 15 → 16) change on-disk format and need `pg_upgrade` or a logical dump/restore.
- Plan the path first: read the release notes and upgrade guide for the full version span, check extensions and unsupported features, pick the method (`pg_upgrade` with link mode, or logical), and rehearse in a scratch environment with the real data shape.
- `pg_upgrade` is a mutation requiring downtime and a verified backup: stop writes, run the upgrade with the `--old`/`--new` binaries, run `analyze` on the new cluster, and verify at the application boundary before decommissioning the old.
- Logical replication (publisher/subscriber) can serve as a near-zero-downtime major-upgrade path; it is also a migration pattern whose methodology lives in [data-engineering](../data-engineering/SKILL.md).
- Version matrices, upgrade runbooks, and rollback decisions: `references/07-upgrades.md`.

## Diagnostics with evidence

Diagnose in evidence order: identity/version → configuration → connections → index usage and plans → vacuum/bloat → WAL archiving → replication → extensions.

- `pgdiag --json` gathers the first evidence layer in one bounded payload; re-run the affected check after any change.
- Slow query → `EXPLAIN (ANALYZE, BUFFERS)` plus `pg_stat_user_indexes`/`seq_tup_read`; check planner statistics freshness before touching `random_page_cost`.
- Backup stalled → `pg_stat_archiver`: `failed_count`, `last_failed_wal`, and the archive target's disk/network.
- Standby falling behind → `pg_stat_replication` lag columns, slot retention (`pg_replication_slots`), and network saturation between primary and standby.
- Never present correlation as cause: a slow query and a high `n_dead_tup` are evidence, not a diagnosis — state what was measured, what changed, and what was verified.
- Failure-mode routing and symptom→probe→fix tables: `references/08-diagnostics.md`.

## Reference routing

| Load when | Reference |
|---|---|
| Tuning, GUC review, reload vs restart | `references/01-configuration.md` |
| Slow queries, index usage, plan review | `references/02-indexes-and-query-plans.md` |
| Autovacuum, dead tuples, bloat measurement | `references/03-vacuum-and-bloat.md` |
| WAL archiving, base backups, PITR, restore drills | `references/04-backups-wal-pitr.md` |
| Streaming setup, slots, lag, failover runbooks | `references/05-replication-and-failover.md` |
| Extension inventory and upgrade gotchas | `references/06-extensions.md` |
| Minor and major upgrades, pg_upgrade, rollback | `references/07-upgrades.md` |
| Symptom-to-probe diagnosis tables | `references/08-diagnostics.md` |
| Sources, version observations, refresh procedure | `references/00-source-index.md` |

## Included artifacts

- `scripts/pgdiag`: read-only diagnostic collector (stdlib-only, `--json`, `--check`, `--plan-for`, `--help` without a cluster).
- `tests/test_pgdiag.py`: deterministic tests against a fake psql stub, including the read-only contract.
- `references/`: nine dated, source-indexed references covering the operational topics above.

## Verification boundary

| Claim | Minimum evidence |
|---|---|
| Instance is reachable and versioned | `pgdiag --check identity --json` parses and reports version and recovery state |
| Configuration is known | `pgdiag` `config` check lists the operator-critical GUCs |
| Archiving is healthy | `pg_stat_archiver`: `archived_count` increasing, `failed_count` not climbing, `last_failed_wal` stale |
| Replication is current | `pg_stat_replication`: `state=streaming` and lag within the agreed bound |
| Backups support recovery | A restore of a base backup + WAL replayed to a target time on a scratch instance |
| A diagnosis is sound | Evidence was collected before the claim, and the fix was verified by re-running the check |

## Hard boundaries

- Never run a mutation (`pg_ctl stop`, promote, `pg_upgrade`, extension install, maintenance `VACUUM`) without an explicit human directive naming the target and a stated rollback path. Read-only discovery may proceed freely.
- Never present unverified claims as evidence: state what was measured, when, and how.
- Never expose full logs, `postgresql.conf` contents, or connection strings containing passwords.
- Never run `pgdiag` with a write-capable session; the tool itself is read-only by design.

## When not to use

- **Application-level data access patterns** (connection pooling in app code, ORM usage, query construction, transactions in services) — that is [backend-engineering](../backend-engineering/SKILL.md).
- **Schema design and data modeling** (tables, keys, normalization, dimensional models) — that is [data-architect](../data-architect/SKILL.md) and [data-engineering](../data-engineering/SKILL.md).
- **Database methodology across engines** (backup strategy, migration patterns, analytical SQL) — that is `data-engineering`.
- **Supabase platform administration** (managed projects, CLI stack, the self-hosted Supabase stack) — that is [supabase](../supabase/SKILL.md); plain PostgreSQL operations without Supabase conventions belong here. To measure an agent's Supabase task competence, use the skill's [agent evals harness reference](../supabase/references/agent-evals.md).
- **Other database engines** (Redis, MongoDB, Elasticsearch, vector stores) — those stay in `data-engineering` references; this skill owns PostgreSQL only.

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