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---
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name: init-bootstrap
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description: Interactive setup wizard that helps new users create a personalized CLAUDE.md file based on their Obsidian workflow preferences
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allowed-tools: [Read, Write, MultiEdit, Bash, Task]
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argument-hint: "(optional) path to existing vault or 'new' for fresh setup"
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---
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# Initialize Bootstrap Configuration
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This command helps you create a personalized CLAUDE.md configuration file by asking questions about your Obsidian workflow and preferences.
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## Task
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Read the CLAUDE-BOOTSTRAP.md template and interactively gather information about the user's:
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- Existing vault structure (if any)
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- Workflow preferences
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- Note-taking style
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- Organization methods
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- Specific requirements
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Then generate a customized CLAUDE.md file tailored to their needs.
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## Process
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1. **Initial Environment Setup**
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- Check current folder name and ask if they want to rename it
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- If yes, guide them through renaming (handle parent directory move)
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- Check for package.json and run `pnpm install` if needed
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- Verify core dependencies are installed
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2025-09-13 19:38:07 -04:00
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- Check git status:
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- If no .git folder: Initialize git repository
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- If has remote origin: Remove it to disconnect from claudesidian
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- If clean local repo: Ready to go
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- Create base folder structure (00_Inbox through 06_Metadata)
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2. **Check Existing Configuration**
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- Look for existing CLAUDE.md
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- If exists, ask if they want to update or start fresh
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- Check for CLAUDE-BOOTSTRAP.md template
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3. **Gather Vault Information**
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- Ask if they have an existing vault or starting new
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- If existing, explore current folder structure
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- Document any custom organization patterns
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4. **Ask Configuration Questions**
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- "Do you follow the PARA method or have a different organization system?"
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- "What are your main use cases? (research, writing, project management, knowledge base, daily notes)"
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2025-09-13 14:17:50 -04:00
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**If using PARA, ask specific setup questions:**
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[PARA Method by Tiago Forte](https://fortelabs.com/blog/para/)
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- "What active projects are you working on?" (Create folders in 01_Projects)
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- "What areas of responsibility do you maintain?" (e.g., Work, Health, Finance, Family)
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- "What topics do you research frequently?" (Set up in 03_Resources)
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- "Any projects you recently completed?" (Can archive with summaries)
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**General preferences:**
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- "Do you use any specific plugins or tools with Obsidian?"
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- "What's your preferred naming convention for files?"
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- "Do you work with attachments frequently? (images, PDFs, etc.)"
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- "Do you use git for version control?"
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- "Any specific websites or resources you reference often?"
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- "Do you have any specific writing style preferences?"
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- "Are there any workflows or patterns you want Claude to follow?"
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- "Would you like a weekly review ritual? (e.g., Thursday project review)"
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- "Do you prefer 'thinking mode' (questions/exploration) vs 'writing mode'?"
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5. **Optional MCP Server Setup**
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- Ask: "Would you like to set up Gemini Vision for analyzing images and PDFs?"
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- If yes:
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- Guide to get API key from https://aistudio.google.com/apikey
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- Help add to shell profile (.zshrc, .bashrc, etc.)
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- Run `claude mcp add --scope project gemini-vision node .claude/mcp-servers/gemini-vision.mjs`
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- Configure .mcp.json with API key
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- Test the connection with a sample command
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6. **Generate Custom Configuration**
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- Start with CLAUDE-BOOTSTRAP.md as base
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- Add user-specific sections:
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- Custom folder structure with their actual projects/areas
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- Personal workflows
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- Preferred tools and scripts
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- Specific guidelines
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- MCP configuration if set up
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- Include their websites/resources if provided
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- Add any custom naming conventions
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- Pre-populate with their projects and areas:
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- Create project folders in 01_Projects/
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- Create area folders in 02_Areas/
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- Create resource topics in 03_Resources/
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- Add README files explaining each project/area
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7. **Create Supporting Files**
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- Generate initial folder structure if new vault
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- Create README files for main folders
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- For each project folder, create subfolders:
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- Research/ (source materials)
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- Chats/ (AI conversations)
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- Daily Progress/ (running log)
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- Create 05_Attachments/Organized/ directory
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- Set up .gitignore if using git (include .mcp.json, node_modules)
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- Create initial templates if requested
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- Create WEEKLY_REVIEW.md if user wants review ritual
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2025-09-13 19:47:34 -04:00
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- Remove FIRST_RUN marker file if it exists
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- Make initial git commit if repository was initialized
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8. **Run Test Commands**
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- Execute `pnpm vault:stats` to verify scripts work
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- Test attachment commands if folders exist
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- Test MCP tools if configured
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- Verify git is tracking files correctly
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9. **Provide Next Steps**
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- Summary of what was created and configured
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- Quick start guide specific to their setup
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- List of available commands they can use
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- Test commands to verify everything works
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- Suggestions for first tasks based on their use cases
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- How to modify configuration later
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## Example Output
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```markdown
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# Your Obsidian Vault Configuration
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Generated on: [Date]
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Based on your preferences for: [main use cases]
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Setup completed with: ✅ Dependencies ✅ Folder structure ✅ Git initialized
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## Your Custom Folder Structure
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[Their specific structure with explanations]
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## Your Workflows
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### Daily Routine
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[Based on their answers]
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### Project Management
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[Their specific approach]
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2025-09-13 14:17:50 -04:00
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### Research Method (Noah Brier Style)
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- Capture everything you read
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- Let important ideas naturally resurface
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- Start with writing to test understanding
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- Use search, not tags, to find things
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- [Learn more from Noah's system](https://every.to/superorganizers/ceo-by-day-internet-sleuth-by-night-267452)
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### Weekly Review Ritual
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[If enabled: Every Thursday at 4pm, review all projects]
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## Your Preferences
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### File Naming
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- Pattern: [their convention]
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- Examples: [specific examples]
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### Tools & Scripts
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[Relevant scripts for their workflow]
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## MCP Servers (if configured)
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### Gemini Vision
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- Status: ✅ Configured and tested
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- API Key: Set in .mcp.json
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- Test with: `Use gemini-vision to analyze [image path]`
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## Available Commands
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### Vault Management
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- `pnpm vault:stats` - Show vault statistics
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- `pnpm attachments:list` - List unprocessed attachments
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- `pnpm attachments:organized` - Count organized files
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### Claude Commands
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- `claude run thinking-partner` - Collaborative thinking mode
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- `claude run daily-review` - Review your day
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- `claude run init-bootstrap` - Re-run this setup
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## Quick Start
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1. [Personalized first step]
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2. [Next action based on their goals]
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3. [Specific to their workflow]
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2025-09-13 14:17:50 -04:00
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## Pro Tips from Research Masters
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- **Be a token maximalist**: Provide lots of context to Claude
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- **Writing scales**: Document everything for future reference ([Noah Brier](https://every.to/superorganizers/ceo-by-day-internet-sleuth-by-night-267452))
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- **Trust emergence**: Important ideas will keep surfacing
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- **Start with writing**: Always begin projects in text form
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- **Review regularly**: Set aside time weekly to prune and update
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- **PARA Method**: Projects, Areas, Resources, Archive ([Tiago Forte](https://fortelabs.com/blog/para/))
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2025-09-13 12:20:50 -04:00
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## Setup Summary
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✅ Dependencies installed (pnpm install)
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✅ Folder structure created
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✅ Git repository initialized and disconnected from original
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✅ CLAUDE.md personalized
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✅ First-run setup completed
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[✅ MCP Gemini Vision configured - if set up]
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[✅ First commit made - if git was initialized]
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```
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## Interactive Example
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```
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User: claude run init-bootstrap
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Assistant: Welcome! I'll help you set up your personalized Obsidian + Claude configuration.
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2025-09-13 19:38:07 -04:00
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First, let me check your setup...
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Current folder name: claudesidian
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Would you like to rename this folder to something more personal? (e.g., my-vault, knowledge-base, obsidian-notes)
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[If yes: Handles the rename by moving to parent directory and back]
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Now setting up your environment...
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[Runs pnpm install to install dependencies]
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[Removes git remote to disconnect from original]
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[Creates folder structure if missing]
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[Checks git status]
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2025-09-13 19:38:07 -04:00
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✅ Folder renamed (if requested)
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✅ Dependencies installed
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✅ Core folders created
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✅ Git repository ready (disconnected from original claudesidian)
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✅ First-run marker removed
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Now let me ask you a few questions to customize your setup:
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1. **What will you primarily use this vault for?**
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(research, writing, project management, daily notes, knowledge base, or combination?)
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User: I'll use it for research and writing, plus managing client projects
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Assistant: Great! I'll configure your vault for research, writing, and client project management.
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2025-09-13 14:17:50 -04:00
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2. **What specific projects are you currently working on?**
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(I'll create folders for each in 01_Projects)
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User: I'm writing a book about productivity systems, building a SaaS app, and planning a conference talk
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Assistant: Perfect! I'll set up project folders for:
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- 01_Projects/Book - Productivity Systems/
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- 01_Projects/SaaS App Development/
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- 01_Projects/Conference Talk/
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3. **What ongoing areas of responsibility do you maintain?**
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(These go in 02_Areas - things without an end date)
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User: My newsletter, health & fitness, personal finances, and family activities
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Assistant: I'll create area folders for:
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- 02_Areas/Newsletter/
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- 02_Areas/Health & Fitness/
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- 02_Areas/Finances/
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- 02_Areas/Family/
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4. **What topics do you frequently research or reference?**
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(I'll organize these in 03_Resources)
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User: AI tools, productivity methods, SaaS metrics, and writing techniques
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Assistant: Setting up resource folders for:
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- 03_Resources/AI Tools/
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- 03_Resources/Productivity Methods/
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- 03_Resources/SaaS Metrics/
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- 03_Resources/Writing Techniques/
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2025-09-13 12:20:50 -04:00
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[Continues with questions...]
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Would you like to set up Gemini Vision for analyzing images and PDFs? This requires a Google API key.
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User: Yes, that sounds useful
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Assistant: Excellent! Here's how to get your API key:
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1. Go to https://aistudio.google.com/apikey
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2. Click "Create API Key"
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3. Copy the key (starts with AIzaSy...)
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Once you have it, paste it here and I'll configure everything for you.
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