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obsidian-claude-pkm/README.md
Bill Allred 1a128f071f Add session task tools for progress visibility 
Integrate Claude Code's task tools (TaskCreate, TaskUpdate, TaskList)
into skills and agents to provide spinner updates during multi-step
operations like morning routines, weekly reviews, and batch processing.

- Add task tools to allowed-tools in daily, weekly, goal-tracking skills
- Add task tools to 4 agents (inbox-processor, weekly-reviewer, etc.)
- Create task-tracking.md rule with naming conventions and best practices
- Document progress patterns with concrete spinner output examples
- Update CLAUDE.md and README.md with progress visibility feature

Task tools are session-scoped progress indicators that complement (not
replace) the existing markdown checkbox system in daily notes.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-23 09:59:43 -08:00

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**📊 [Take the quick poll](https://github.com/ballred/obsidian-claude-pkm/discussions/4)** - Help shape what gets built next!
---
# Obsidian + Claude Code PKM Starter Kit 🚀
A complete personal knowledge management system that combines Obsidian's powerful note-taking with Claude Code's AI assistance. Go from zero to a fully functional PKM in 15 minutes or less.
**v2.1** - Unified skills pattern (skills and slash commands merged), hooks, agents, and rules.
## ✨ Features
### Core PKM
- **🎯 Goal-Aligned System** - Cascading goals from 3-year vision to daily tasks
- **📅 Daily Notes System** - Structured daily planning and reflection
- **📱 Mobile Ready** - GitHub integration for notes on any device
- **🔄 Version Controlled** - Never lose a thought with automatic Git backups
- **🎨 Fully Customizable** - Adapt templates and structure to your needs
### AI-Powered (v2.1)
- **⚡ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/push`, `/onboard`)
- **🪝 Hooks** - Auto-commit on save, session initialization
- **🤖 Custom Agents** - Note organizer, weekly reviewer, goal aligner, inbox processor
- **📏 Modular Rules** - Path-specific conventions for markdown, productivity, projects
- **🧠 Output Styles** - Productivity Coach for accountability
- **📊 Status Line** - Vault stats in terminal (note count, inbox, uncommitted changes)
- **👁️ Progress Visibility** - See spinner updates during multi-step operations like morning routines
## 🚀 Quick Start
### Prerequisites
- [Obsidian](https://obsidian.md/) installed
- [Claude Code CLI](https://code.claude.com/docs) installed
- Git installed
- GitHub account (optional, for mobile sync)
### 15-Minute Quickstart
```bash
# 1) Install prerequisites (once)
# - Obsidian: https://obsidian.md/
# - Git: https://git-scm.com/
# - Claude Code CLI: https://code.claude.com/docs
# 2) Clone this repository
git clone https://github.com/ballred/obsidian-claude-pkm.git
cd obsidian-claude-pkm
# 3) Run setup (macOS/Linux)
chmod +x scripts/setup.sh
./scripts/setup.sh
# 3b) Windows
scripts\setup.bat
```
### Manual Copy (alternative)
```bash
# Copy the vault template to your preferred location
cp -r vault-template ~/Documents/ObsidianPKM
```
### Open in Obsidian
1. Launch Obsidian
2. Click "Open folder as vault"
3. Select your vault folder (e.g., ~/Documents/ObsidianPKM)
4. Start with today's daily note!
## 📖 Documentation
- **[Setup Guide](docs/SETUP_GUIDE.md)** - Detailed installation instructions
- **[Customization](docs/CUSTOMIZATION.md)** - Make it yours
- **[Workflow Examples](docs/WORKFLOW_EXAMPLES.md)** - Daily routines and best practices
- **[Troubleshooting](docs/TROUBLESHOOTING.md)** - Common issues and solutions
## 🗂️ Structure
```
Your Vault/
├── CLAUDE.md # AI context and navigation
├── CLAUDE.local.md.template # Template for personal overrides
├── .claude-plugin/
│ └── plugin.json # Plugin manifest
├── .claude/
│ ├── agents/ # Custom AI agents
│ │ ├── note-organizer.md
│ │ ├── weekly-reviewer.md
│ │ ├── goal-aligner.md
│ │ └── inbox-processor.md
│ ├── skills/ # Unified skills (invoke with /skill-name)
│ │ ├── daily/ # /daily - Create daily notes, routines
│ │ ├── weekly/ # /weekly - Weekly review process
│ │ ├── push/ # /push - Git commit and push
│ │ ├── onboard/ # /onboard - Load vault context
│ │ ├── goal-tracking/ # Auto: Track goal progress
│ │ └── obsidian-vault-ops/ # Auto: Vault file operations
│ ├── hooks/ # Event automation (NEW)
│ │ ├── session-init.sh
│ │ └── auto-commit.sh
│ ├── rules/ # Path-specific conventions (NEW)
│ │ ├── markdown-standards.md
│ │ ├── productivity-workflow.md
│ │ └── project-management.md
│ ├── scripts/
│ │ └── statusline.sh # Terminal status display (NEW)
│ ├── output-styles/
│ │ └── coach.md # Productivity Coach
│ └── settings.json # Permissions and config (NEW)
├── Daily Notes/
├── Goals/
├── Projects/
├── Templates/
└── Archives/
```
## 🧠 Output Styles
This starter kit includes a **Productivity Coach** output style that transforms Claude into an accountability partner. The coach will:
- Challenge you to clarify your true intentions
- Point out misalignments between stated goals and actions
- Ask powerful questions to drive momentum
- Hold you accountable to your commitments
- Help you identify and overcome resistance
To use the coach style in Claude Code:
1. The output style is automatically included in `.claude/output-styles/`
2. Start Claude Code and type `/output-style` to select from available styles
3. Or directly activate with: `/output-style coach`
4. The style preference is automatically saved for your project
Learn more about [customizing output styles](docs/CUSTOMIZATION.md#output-styles).
## 🤖 Custom Agents (v2.0)
Ask Claude to use specialized agents for common PKM tasks:
```bash
# Organize your vault and fix broken links
claude "Use the note-organizer agent to audit my vault"
# Facilitate weekly review aligned with goals
claude "Use the weekly-reviewer agent for my weekly review"
# Check if daily work aligns with long-term goals
claude "Use the goal-aligner agent to analyze my recent activity"
# Process inbox items using GTD principles
claude "Use the inbox-processor agent to clear my inbox"
```
## 🔄 Upgrading from v1.x
If you have an existing vault from v1.x:
```bash
# 1. Copy new directories to your vault
cp -r vault-template/.claude-plugin your-vault/
cp -r vault-template/.claude/agents your-vault/.claude/
cp -r vault-template/.claude/skills your-vault/.claude/
cp -r vault-template/.claude/hooks your-vault/.claude/
cp -r vault-template/.claude/rules your-vault/.claude/
cp -r vault-template/.claude/scripts your-vault/.claude/
cp vault-template/.claude/settings.json your-vault/.claude/
cp vault-template/CLAUDE.local.md.template your-vault/
# 2. Review and merge CLAUDE.md changes
# Your customizations are preserved, just add references to new features
# 3. Make hook scripts executable
chmod +x your-vault/.claude/hooks/*.sh
chmod +x your-vault/.claude/scripts/*.sh
```
## 🤝 Contributing
Found a bug or have a feature idea? Please open an issue or submit a PR!
## 📄 License
MIT - Use this freely for your personal knowledge management journey.
---
**Ready to transform your note-taking?** Follow the [Setup Guide](docs/SETUP_GUIDE.md) to get started!
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