diff --git a/LITE-START.md b/LITE-START.md new file mode 100644 index 0000000..b829afe --- /dev/null +++ b/LITE-START.md @@ -0,0 +1,263 @@ +# Lite Start — Vault + Memory in 10 Minutes + +> **No terminal, no automation, no coding required.** +> Just a knowledge vault that makes any AI remember you. + +This guide is for people who want the memory benefits without the full system. +For the complete AI assistant with automation, see [QUICK-START.md](QUICK-START.md). + +--- + +## For Any AI Agent + +If you are an AI assistant (Claude, GPT, Cursor, Copilot, or any other) reading this to help a user: + +1. Read this entire file first +2. Follow the 3 steps below, confirming with the user after each step +3. Core content (identity, persona) must be discussed — don't fill templates with generic text + +**This guide works with any AI tool that can read local files.** No specific platform required. + +--- + +## What You'll Get + +``` +~/Vault/ (or user's preferred location) +├── README.md ← Vault index — AI reads this first +├── persona.md ← AI personality and collaboration style +├── memory.md ← Persistent memory (index + pointers) +├── identity/ +│ └── about-me.md ← Who you are, decision style, preferences +├── context/ +│ └── current-focus.md ← What you're working on right now +├── memory/ +│ ├── decisions/ ← Key decisions with context +│ └── lessons.md ← What you've learned +└── projects/ ← Active project notes +``` + +This is a portable knowledge base. Any AI that reads your `README.md` instantly knows who you are, how you work, and what you're focused on. + +--- + +## Step 1: Create the Vault (2 minutes) + +### Ask the user: + +1. **Where should we create your vault?** + - Default: `~/Vault` (simple) + - Obsidian users: `~/Obsidian/Vault` or wherever their vault lives + - Dropbox/iCloud users: `~/Dropbox/Vault` (for cross-device sync) + +2. **What's your name?** + +3. **What name for your AI?** (Default: Butler) + +### Create directories: + +```bash +VAULT="$HOME/Vault" # or user's choice +mkdir -p "$VAULT"/{identity,context,memory/decisions,projects} +``` + +### Create README.md: + +```markdown +# [User Name]'s Vault + +> Last updated: [TODAY] +> AI: read this file first, then persona.md, then memory.md. + +## Structure + +- `persona.md` — AI personality and how we collaborate +- `memory.md` — Long-term memory index (read every session) +- `identity/about-me.md` — Who I am +- `context/current-focus.md` — What I'm working on now +- `memory/decisions/` — Key decision records +- `memory/lessons.md` — Accumulated lessons +- `projects/` — Active project notes + +## Rules + +- One fact in one place (no duplication) +- Respond in [user's preferred language] +- When unsure, say so — never fabricate data +``` + +--- + +## Step 2: Build Identity & Persona (5 minutes) + +### Ask the user: + +**To create your AI persona, I need to understand you:** + +1. What do you do? (role, industry, company) +2. How do you prefer AI to communicate with you? (direct/friendly/formal) +3. When should AI challenge your thinking vs. follow your lead? +4. Any pet peeves about AI behavior? (e.g., "don't be sycophantic", "skip pleasantries") + +### Create identity/about-me.md: + +```markdown +# About [User Name] + +**Role**: [from discussion] +**Background**: [from discussion] + +## Communication Preferences +- [from discussion] + +## Decision Style +- [from discussion] +``` + +### Create persona.md: + +```markdown +# [AI Name] — [User Name]'s AI [Role] + +> Last updated: [TODAY] + +## Who I Am + +I'm [AI Name], [User Name]'s [role description]. +[One sentence about core value proposition — written after discussing with user.] + +## How We Work Together + +### When to challenge [User Name] +- [From discussion — e.g., when data contradicts their assumption] +- [e.g., when a decision conflicts with a past lesson] + +### When to follow [User Name]'s lead +- [e.g., domain intuition calls] +- [e.g., when they've clearly already decided] + +## Communication Style +- [from discussion] +- Honest > pleasing +- If it can be said in 3 sentences, don't use 10 + +## Don't Do This +- 🚫 Don't make up data — say "I don't know" instead +- 🚫 Don't over-praise +- 🚫 [from discussion] +``` + +--- + +## Step 3: Initialize Memory (3 minutes) + +### Create memory.md: + +```markdown +# [AI Name] Memory + +> Last updated: [TODAY] +> Read this every session. This is an index — details are in memory/*.md files. + +## Current Focus +→ [context/current-focus.md](context/current-focus.md) + +## Key Decisions +(None yet — add entries as decisions are made) + +## Lessons +→ [memory/lessons.md](memory/lessons.md) + +## Patterns I've Noticed +(AI: add observations about the user's work patterns here over time) +``` + +### Create context/current-focus.md: + +```markdown +# Current Focus + +> Last updated: [TODAY] + +## Top Priorities +1. [Ask user — what are you focused on right now?] +2. [...] +3. [...] + +## Active Projects +- [project name] — [one-line status] +``` + +### Create memory/lessons.md: + +```markdown +# Lessons + +> Things we've learned together. AI should reference these to avoid repeating mistakes. + +| Date | Lesson | What to do instead | +|------|--------|-------------------| +| | | | +``` + +--- + +## How to Use Your Vault + +### With Claude Cowork / Claude Desktop +1. Mount your vault folder in the app +2. In Global Instructions, paste: + ``` + Every session, start by reading: README.md → persona.md → memory.md + Then follow persona.md for how to interact with me. + ``` + +### With Claude Code +1. Create a CLAUDE.md in your vault (or use the existing README.md) +2. Claude Code reads it automatically when you work in that directory + +### With Cursor / Copilot / Other AI +1. Point the tool at your vault folder +2. In system instructions, reference the three startup files + +### With ChatGPT / Any Chat AI +1. Copy-paste the contents of `README.md`, `persona.md`, and `memory.md` at the start of important conversations +2. After important decisions, ask the AI to draft an update for your memory files + +--- + +## Growing Your Vault + +Once you're comfortable with the basics: + +| When | Do | +|------|----| +| After a key decision | Write a record in `memory/decisions/YYYY-MM-DD_topic.md`, update `memory.md` index | +| When you learn something | Add to `memory/lessons.md` | +| memory.md > 50 lines | Split into index + topic files (see [memory scaling pattern](#memory-scaling)) | +| Want automation | Graduate to [QUICK-START.md](QUICK-START.md) Phase 3+ | +| Want multi-agent system | See [QUICK-START.md](QUICK-START.md) Phase 7+ | + +### Memory Scaling + +When `memory.md` grows beyond 50 lines, restructure it as an index: + +```markdown +## Key Decisions (newest first) +- [2026-03 Pricing](memory/decisions/2026-03_pricing.md) — B2B to PLG, $29→$9 +- [2026-01 Pivot](memory/decisions/2026-01_pivot.md) — Dashboard → API-first +``` + +Each pointer is one line. Details stay in the topic file. Index stays small, AI stays fast. + +--- + +## Related Resources + +- **[QUICK-START.md](QUICK-START.md)** — Full system with automation, Discord bots, model routing +- **[Vault for Founders](https://github.com/cwlin0131/Vault-for-Founders)** — Similar approach by CW Lin, optimized for non-technical founders using Obsidian + Git +- **[Muse Crystal Seed](https://github.com/frank890417/muse-crystal-seed)** — "AI soul" concept by Che-Yu Wu for individuals + +--- + +*Designed for the MAGI System community — works with any AI tool* diff --git a/README.md b/README.md index 5959160..fc61394 100644 --- a/README.md +++ b/README.md @@ -7,21 +7,22 @@ --- -## For AI Agents (Claude Code, Cursor, etc.) +## For AI Agents (Claude Code, Cursor, GPT, Copilot, or any AI) **If you are an AI assistant reading this repo to help a user set up their system:** -1. **Read [QUICK-START.md](QUICK-START.md)** - This is the executable guide designed for you -2. **Follow the 3 Phases** in order, confirming with the user after each phase -3. **Do NOT read** `docs/FULL-SYSTEM-REFERENCE.md` - that's a system snapshot for disaster recovery, not an installation guide +**Choose the right starting point:** -The QUICK-START.md will instruct you to: -- Ask for the user's name, AI name, and MBTI -- Create PKM directory structure -- Generate persona and memory files -- Set up a Daily Brief automation +| User Profile | Guide | Time | +|-------------|-------|------| +| Non-technical, just want AI memory | [LITE-START.md](LITE-START.md) | 10 min | +| Developer, want full AI assistant | [QUICK-START.md](QUICK-START.md) | 30-90 min | -**Start here: [QUICK-START.md](QUICK-START.md)** +- **[LITE-START.md](LITE-START.md)** — Vault + Persona + Memory only. Works with any AI tool. No terminal or coding required. +- **[QUICK-START.md](QUICK-START.md)** — Full system with automation, memory servers, model routing, Discord bots. Requires Claude Code + macOS. +- **Do NOT read** `docs/FULL-SYSTEM-REFERENCE.md` - that's a system snapshot for disaster recovery, not an installation guide + +**When in doubt, start with LITE-START.md** — you can always graduate to QUICK-START.md later. --- @@ -38,15 +39,23 @@ Iris System is a framework for building your own AI-powered personal assistant u ## Quick Start (New Users) -**Give this file to your Claude Code and say:** +### Option A: Lite Mode (Any AI, 10 minutes) + +**Give this repo to any AI and say:** + +> "Please read LITE-START.md and help me set up my knowledge vault" + +You'll get a portable vault with persona and memory that works with Claude, GPT, Cursor, or any AI tool. + +**[Read LITE-START.md](LITE-START.md)** + +### Option B: Full System (Claude Code, 30 minutes) + +**Give this repo to Claude Code and say:** > "Please read QUICK-START.md and help me set up my AI assistant system" -Claude Code will: -1. Create your PKM directory structure -2. Ask for your MBTI and build your persona -3. Set up a memory system with a custom slash command -4. Create your first automated Daily Brief +You'll get the full system with automation, daily briefs, and multi-agent capabilities. **[Read QUICK-START.md](QUICK-START.md)** @@ -83,6 +92,13 @@ After 30 minutes with Claude Code, you'll have: ## Requirements +### Lite Mode (LITE-START.md) +- Any computer (macOS, Windows, Linux) +- Any AI tool that can read local files +- (Optional) Obsidian for editing +- (Optional) Dropbox/iCloud for cross-device sync + +### Full System (QUICK-START.md) - macOS 14+ (Sonoma or later) - [Claude Code](https://claude.ai/download) installed - Node.js (via `brew install node`) @@ -142,11 +158,17 @@ See [docs/FULL-SYSTEM-REFERENCE.md](docs/FULL-SYSTEM-REFERENCE.md) for the compl ## Documentation -- **[QUICK-START.md](QUICK-START.md)** - Start here (for Claude Code) +- **[LITE-START.md](LITE-START.md)** - Vault-only mode (any AI, 10 min) +- **[QUICK-START.md](QUICK-START.md)** - Full system (Claude Code, 30-90 min) - **[installer/README.md](installer/README.md)** - Interactive installer docs - **[docs/FULL-SYSTEM-REFERENCE.md](docs/FULL-SYSTEM-REFERENCE.md)** - Complete system reference - **[CHANGELOG.md](CHANGELOG.md)** - Version history +## Related Projects + +- **[Vault for Founders](https://github.com/cwlin0131/Vault-for-Founders)** — Obsidian + Git knowledge vault for non-technical founders, by CW Lin +- **[Muse Crystal Seed](https://github.com/frank890417/muse-crystal-seed)** — AI soul/personality framework by Che-Yu Wu + --- ## About