Bill Allred b2151c075a v3.1: Onboarding, upgrade system, and positioning overhaul
Reposition as "AI Accountability System" — not just another PKM starter kit.
README restructured to lead with the cascade as the hero feature.

New skills:
- /review — smart router that auto-detects daily/weekly/monthly context
- /upgrade — built-in update system with backup, diff review, safe merge
- /onboard enhanced — interactive first-run setup (name, review day, goal
  areas, work style) writes vault-config.json and personalizes CLAUDE.md

New infrastructure:
- FIRST_RUN marker + session-init welcome for new vaults
- Skill discovery hook (UserPromptSubmit) — lists available skills when
  user mentions "skill", "help", "command"
- CONTRIBUTING.md with architecture overview and good first issues

README:
- Cascade diagram and flow description as opening hero
- "Not another PKM starter kit" positioning
- Skills table with all 10 skills
- Zero dependencies highlighted as a feature
- v2.1→v3.1 and v1.x→v3.1 upgrade instructions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 20:07:22 +01:00

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Obsidian + Claude Code: AI Accountability System

Not another PKM starter kit. This is an execution system that connects your 3-year vision to what you do today — and holds you accountable with AI.

3-Year Vision ──→ Yearly Goals ──→ Projects ──→ Monthly Goals ──→ Weekly Review ──→ Daily Tasks
                                      ↑
                              /project new
                         (the bridge layer)

Every layer connects. /daily surfaces your ONE Big Thing from the weekly review. /weekly shows project progress. /monthly checks quarterly milestones. /goal-tracking knows which goals have no active project. Nothing falls through the cracks.

v3.1 · Zero dependencies · MIT License

The Cascade

The #1 reason people star this repo: "I want goals → projects → daily notes → tasks to actually connect."

Layer File Skill What It Does
Vision Goals/0. Three Year Goals.md /goal-tracking Life areas, long-term direction
Annual Goals/1. Yearly Goals.md /goal-tracking Measurable objectives, quarterly milestones
Projects Projects/*/CLAUDE.md /project Active initiatives linked to goals
Monthly Goals/2. Monthly Goals.md /monthly Roll up weekly reviews, check quarterly progress
Weekly Goals/3. Weekly Review.md /weekly Reflect, realign, plan next week
Daily Daily Notes/YYYY-MM-DD.md /daily Morning planning, evening reflection

How It Flows

Morning/daily creates today's note, shows your week's ONE Big Thing and active project next-actions. You pick your focus.

Evening/daily summarizes which goals and projects got attention today. Unlinked tasks get flagged.

Sunday/weekly reads all your daily notes, scans project status, calculates goal progress, and helps you plan next week. Optional agent team mode parallelizes the collection.

End of month/monthly rolls up the weekly reviews, checks quarterly milestones against yearly goals, and sets next month's priorities.

Ad hoc/project new creates a project linked to a goal. /project status shows a dashboard. /review auto-detects the right review type based on context.

Quick Start

Prerequisites

Setup

# Clone and set up
git clone https://github.com/ballred/obsidian-claude-pkm.git
cd obsidian-claude-pkm
chmod +x scripts/setup.sh && ./scripts/setup.sh

# Open vault in Obsidian, then start Claude Code:
cd ~/your-vault-location
claude

On first run, you'll see a welcome message with the cascade visualization. Run /onboard to personalize your vault — it asks your name, preferred review day, and goal areas, then configures everything.

Windows

git clone https://github.com/ballred/obsidian-claude-pkm.git
cd obsidian-claude-pkm
scripts\setup.bat

Skills (Slash Commands)

Skill Command Purpose
Daily /daily Morning planning, midday check-in, evening reflection
Weekly /weekly 30-min weekly review with project rollup
Monthly /monthly Monthly review, quarterly milestone check
Project /project Create, track, archive projects linked to goals
Review /review Smart router — detects morning/Sunday/end-of-month context
Push /push Commit and push vault changes to Git
Onboard /onboard Interactive setup + load vault context
Upgrade /upgrade Update to latest version, preserving your content
Goal Tracking (auto) Track progress across the full cascade
Vault Ops (auto) Read/write files, manage wiki-links

AI Agents

Four specialized agents with cross-session memory:

Agent What It Does
goal-aligner Audits daily activity against stated goals. Flags misalignment.
weekly-reviewer Facilitates the 3-phase weekly review. Learns your reflection style.
note-organizer Fixes broken links, consolidates duplicates, maintains vault hygiene.
inbox-processor GTD-style inbox processing — categorize, clarify, organize.
claude "Use the goal-aligner agent to analyze my last 2 weeks"
claude "Use the inbox-processor agent to clear my inbox"

Agents use memory: project to learn your patterns across sessions — the goal-aligner remembers recurring misalignment patterns, the weekly-reviewer learns what reflection questions resonate.

Productivity Coach

An output style that transforms Claude into an accountability partner:

/output-style coach

The coach challenges assumptions, points out goal-action misalignment, asks powerful questions, and holds you to your commitments. Pairs naturally with /daily and /weekly.

Automation

Zero dependencies. Everything runs on bash and markdown.

  • Auto-commit — Every file write/edit triggers a Git commit via PostToolUse hook
  • Session init — Surfaces your ONE Big Thing, active project count, and days since last review
  • First-run welcome — New vaults get a guided onboarding experience
  • Skill discovery — Mention "skill" or "help" and available commands are listed automatically
  • Path-specific rules — Markdown standards, productivity workflow, and project management conventions loaded contextually

Structure

Your Vault/
├── CLAUDE.md                    # AI context and navigation
├── .claude/
│   ├── agents/                  # 4 specialized AI agents (with memory)
│   ├── skills/                  # 10 skills (8 listed above + 2 auto)
│   ├── hooks/                   # Auto-commit, session init, skill discovery
│   ├── rules/                   # Path-specific conventions
│   ├── output-styles/           # Productivity Coach
│   └── settings.json            # Permissions, env vars, hooks config
├── Daily Notes/                 # YYYY-MM-DD.md
├── Goals/                       # The cascade (3-year → weekly)
├── Projects/                    # Active projects with CLAUDE.md each
├── Templates/                   # Reusable note structures
├── Archives/                    # Completed/inactive content
└── Inbox/                       # Quick captures (optional)

Upgrading

Built-in upgrade (v3.1+)

/upgrade check    # Preview what's changed
/upgrade          # Interactive upgrade with backup

The upgrade skill creates a timestamped backup, shows diffs for each changed file, and never touches your content folders (Daily Notes, Goals, Projects, etc.).

Manual upgrade from v2.1

# Copy new skill directories
cp -r vault-template/.claude/skills/project your-vault/.claude/skills/
cp -r vault-template/.claude/skills/monthly your-vault/.claude/skills/
cp -r vault-template/.claude/skills/review your-vault/.claude/skills/
cp -r vault-template/.claude/skills/upgrade your-vault/.claude/skills/

# Update agents, hooks, settings
cp vault-template/.claude/agents/*.md your-vault/.claude/agents/
cp vault-template/.claude/hooks/* your-vault/.claude/hooks/
cp vault-template/.claude/settings.json your-vault/.claude/
chmod +x your-vault/.claude/hooks/*.sh

From v1.x

cp -r vault-template/.claude-plugin your-vault/
cp -r vault-template/.claude your-vault/
cp vault-template/CLAUDE.md your-vault/
chmod +x your-vault/.claude/hooks/*.sh

Documentation

Contributing

We welcome contributions! See CONTRIBUTING.md for guidelines. Good first issues are labeled — check the issues page.

License

MIT — Use this freely for your personal knowledge management journey.

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