Files
obsidian-claude-pkm/vault-template/.claude/commands/onboard.md
Bill Allred 3877057f7c Initial commit: Complete Obsidian + Claude Code PKM Starter Kit
- Core structure with README, LICENSE, and .gitignore
- Complete vault template with Goals, Daily Notes, Projects, and Templates
- Cascading goal system (3-year → yearly → monthly → weekly)
- Claude Code integration with custom slash commands
- GitHub Actions workflow for mobile integration
- Comprehensive documentation (setup, customization, workflows, troubleshooting)
- Automation scripts for setup (Unix/Mac and Windows)
- Example content showing system usage
- Self-documenting templates with inline instructions

Ready for users to clone and customize for their personal knowledge management needs.
2025-08-07 17:11:26 -07:00

6.1 KiB

Onboard Command

Loads all CLAUDE.md files from your vault to provide comprehensive context to Claude Code for intelligent assistance.

Installation

Copy this file to .claude/commands/onboard.md in your vault root.

Usage

claude code /onboard

For specific project context:

claude code /onboard Projects/MyProject

Configuration

Customize context loading:

// Configuration
const CLAUDE_FILE_NAME = "CLAUDE.md";
const MAX_DEPTH = 5; // How deep to search for CLAUDE.md files
const INCLUDE_TEMPLATES = false; // Load template files too
const LOAD_RECENT_NOTES = true; // Include last 7 days of daily notes

What This Command Does

  1. Discovers Context Files

    • Searches for all CLAUDE.md files
    • Traverses project directories
    • Respects depth limits
  2. Loads Hierarchical Context

    • Root CLAUDE.md first (global context)
    • Project-specific CLAUDE.md files
    • Recent daily notes for current state
  3. Builds Understanding

    • Your personal mission/goals
    • Project structures and status
    • Workflow preferences
    • Custom conventions

Context Hierarchy

vault/
├── CLAUDE.md                 # [1] Global context - loaded first
├── Projects/
│   ├── Project A/
│   │   └── CLAUDE.md         # [2] Project context - loaded second
│   └── Project B/
│       └── CLAUDE.md         # [3] Another project context
└── Areas/
    └── Health/
        └── CLAUDE.md         # [4] Area-specific context

CLAUDE.md File Structure

Root CLAUDE.md Should Include

# System Context for Claude

## Personal Mission
[Your life mission/purpose]

## Current Focus
[What you're working on now]

## Preferences
- Writing style: [Formal/Casual/Technical]
- Detail level: [High/Medium/Low]
- Decision making: [Collaborative/Directive]

## Conventions
- File naming: [Your patterns]
- Tag system: [Your tags]
- Workflow: [Your process]

Project CLAUDE.md Should Include

# Project: [Name]

## Overview
[What this project is about]

## Current Status
[Where things stand]

## Key Decisions
[Important choices made]

## Next Steps
[What needs to happen]

## Context for Claude
[Specific things Claude should know]

Smart Context Loading

Recent Activity

Automatically includes:

// Last 7 days of daily notes
const recentNotes = getDailyNotes(7);
// Current week's review
const weeklyReview = getCurrentWeekReview();
// Active project updates
const activeProjects = getModifiedProjects(3); // days

Selective Loading

For focused assistance:

# Load only specific project
claude code /onboard Projects/WebApp

# Load only certain areas
claude code /onboard Areas/Health

# Full context load
claude code /onboard all

Use Cases

Project Work

claude code /onboard Projects/MyApp
claude code "Help me refactor the authentication module"

Daily Planning

claude code /onboard
claude code "Review my goals and suggest today's priorities"

Weekly Review

claude code /onboard Goals
claude code "Analyze my week and suggest improvements"

Context Variables

Your CLAUDE.md files can include variables:

## Variables for Claude
- DEFAULT_LANGUAGE: JavaScript
- TIMEZONE: America/New_York
- WORK_HOURS: 9am-5pm
- PREFERRED_FRAMEWORKS: React, Node.js
- COMMUNICATION_STYLE: Direct and concise

Claude will use these for better assistance.

Advanced Features

Conditional Context

## Context by Day
<!-- IF: Monday -->
Focus on weekly planning and goal setting
<!-- IF: Friday -->
Focus on review and closure
<!-- ENDIF -->

Project Templates

## When Creating New Projects
Use this structure:
1. Create project folder
2. Add CLAUDE.md
3. Set up initial files
4. Create project note from template

Workflow Triggers

## Automated Workflows
When I say "morning routine":
1. Create daily note
2. Review yesterday's tasks
3. Set today's priority
4. Check calendar

Performance Optimization

Large Vaults

For vaults with many files:

// Limit context loading
const OPTIONS = {
  maxFiles: 10,
  maxSizePerFile: 50000, // characters
  prioritize: ["Goals", "Active Projects"]
};

Caching

Context is cached for session:

// Cache duration
const CACHE_DURATION = 3600000; // 1 hour
// Force refresh
claude code /onboard --refresh

Privacy & Security

Sensitive Information

Never include in CLAUDE.md:

  • Passwords or credentials
  • Personal identification numbers
  • Financial account details
  • Private personal information

Safe Context Examples

"I work in healthcare technology" "My projects involve web development" "I prefer morning work sessions"

"My SSN is..." "My bank account..." "My private API key..."

Best Practices

Keep Context Updated

  • Review CLAUDE.md files monthly
  • Update after major decisions
  • Remove outdated information
  • Add new learnings

Be Specific

  • Clear project descriptions
  • Specific preferences
  • Concrete examples
  • Defined conventions

Hierarchical Information

  • Global → Area → Project → Task
  • General → Specific
  • Strategic → Tactical

Troubleshooting

Context Not Loading?

  • Check file names (CLAUDE.md exactly)
  • Verify file permissions
  • Ensure valid markdown
  • Check file encoding (UTF-8)

Too Much Context?

  • Use selective loading
  • Reduce MAX_DEPTH
  • Archive old projects
  • Clean up CLAUDE.md files

Conflicting Instructions?

  • More specific overrides general
  • Project overrides global
  • Recent overrides old

Integration Examples

With Daily Command

claude code /onboard
claude code /daily
# Claude now knows your full context for the daily note

With Push Command

claude code /onboard
# Make changes with Claude's help
claude code /push "Changes guided by Claude"
  • /daily - Create daily note
  • /weekly - Run weekly review
  • /push - Save to Git

Command Version: 1.0 Optimized for: Quick context loading

Remember: Good context leads to better assistance. Keep your CLAUDE.md files current!