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263 changes: 263 additions & 0 deletions LITE-START.md
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# Lite Start — Vault + Memory in 10 Minutes

> **No terminal, no automation, no coding required.**
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medium

There is a contradiction between the claim "No terminal... required" and the instructions in Step 1 (lines 59-62), which provide a bash command for directory creation. For users using AI tools without terminal execution capabilities (like standard web interfaces), this step will fail unless they create the directories manually. Consider adding a note that directories can be created manually via a file explorer if the AI cannot execute commands.

> 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}
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medium

The use of brace expansion ({...}) in the mkdir command is a non-POSIX feature specific to shells like bash and zsh. If the AI assistant executes this in a basic sh environment, it will create a single directory with a literal name containing the braces and commas. Using explicit paths ensures compatibility across all shell environments.

Suggested change
mkdir -p "$VAULT"/{identity,context,memory/decisions,projects}
mkdir -p "$VAULT/identity" "$VAULT/context" "$VAULT/memory/decisions" "$VAULT/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)
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medium

Claude Code specifically looks for a file named CLAUDE.md to load project-specific instructions and rules. It does not automatically treat README.md as a system instruction file. Suggesting README.md as an alternative for this purpose may result in the AI not following the intended persona and memory rules automatically.

Suggested change
1. Create a CLAUDE.md in your vault (or use the existing README.md)
1. Create a CLAUDE.md in your vault

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*
56 changes: 39 additions & 17 deletions README.md
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Expand Up @@ -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.

---

Expand All @@ -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)**

Expand Down Expand Up @@ -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`)
Expand Down Expand Up @@ -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
Expand Down