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| # Lite Start — Vault + Memory in 10 Minutes | ||||||
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| > **No terminal, no automation, no coding required.** | ||||||
| > Just a knowledge vault that makes any AI remember you. | ||||||
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| 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). | ||||||
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| --- | ||||||
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| ## For Any AI Agent | ||||||
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| If you are an AI assistant (Claude, GPT, Cursor, Copilot, or any other) reading this to help a user: | ||||||
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| 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 | ||||||
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| **This guide works with any AI tool that can read local files.** No specific platform required. | ||||||
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| --- | ||||||
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| ## What You'll Get | ||||||
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| ``` | ||||||
| ~/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 | ||||||
| ``` | ||||||
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| 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. | ||||||
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| --- | ||||||
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| ## Step 1: Create the Vault (2 minutes) | ||||||
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| ### Ask the user: | ||||||
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| 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) | ||||||
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| 2. **What's your name?** | ||||||
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| 3. **What name for your AI?** (Default: Butler) | ||||||
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| ### Create directories: | ||||||
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| ```bash | ||||||
| VAULT="$HOME/Vault" # or user's choice | ||||||
| mkdir -p "$VAULT"/{identity,context,memory/decisions,projects} | ||||||
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. The use of brace expansion (
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| ``` | ||||||
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| ### Create README.md: | ||||||
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| ```markdown | ||||||
| # [User Name]'s Vault | ||||||
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| > Last updated: [TODAY] | ||||||
| > AI: read this file first, then persona.md, then memory.md. | ||||||
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| ## Structure | ||||||
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| - `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 | ||||||
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| ## Rules | ||||||
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| - One fact in one place (no duplication) | ||||||
| - Respond in [user's preferred language] | ||||||
| - When unsure, say so — never fabricate data | ||||||
| ``` | ||||||
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| --- | ||||||
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| ## Step 2: Build Identity & Persona (5 minutes) | ||||||
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| ### Ask the user: | ||||||
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| **To create your AI persona, I need to understand you:** | ||||||
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| 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") | ||||||
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| ### Create identity/about-me.md: | ||||||
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| ```markdown | ||||||
| # About [User Name] | ||||||
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| **Role**: [from discussion] | ||||||
| **Background**: [from discussion] | ||||||
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| ## Communication Preferences | ||||||
| - [from discussion] | ||||||
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| ## Decision Style | ||||||
| - [from discussion] | ||||||
| ``` | ||||||
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| ### Create persona.md: | ||||||
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| ```markdown | ||||||
| # [AI Name] — [User Name]'s AI [Role] | ||||||
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| > Last updated: [TODAY] | ||||||
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| ## Who I Am | ||||||
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| I'm [AI Name], [User Name]'s [role description]. | ||||||
| [One sentence about core value proposition — written after discussing with user.] | ||||||
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| ## How We Work Together | ||||||
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| ### When to challenge [User Name] | ||||||
| - [From discussion — e.g., when data contradicts their assumption] | ||||||
| - [e.g., when a decision conflicts with a past lesson] | ||||||
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| ### When to follow [User Name]'s lead | ||||||
| - [e.g., domain intuition calls] | ||||||
| - [e.g., when they've clearly already decided] | ||||||
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| ## Communication Style | ||||||
| - [from discussion] | ||||||
| - Honest > pleasing | ||||||
| - If it can be said in 3 sentences, don't use 10 | ||||||
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| ## Don't Do This | ||||||
| - 🚫 Don't make up data — say "I don't know" instead | ||||||
| - 🚫 Don't over-praise | ||||||
| - 🚫 [from discussion] | ||||||
| ``` | ||||||
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| --- | ||||||
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| ## Step 3: Initialize Memory (3 minutes) | ||||||
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| ### Create memory.md: | ||||||
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| ```markdown | ||||||
| # [AI Name] Memory | ||||||
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| > Last updated: [TODAY] | ||||||
| > Read this every session. This is an index — details are in memory/*.md files. | ||||||
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| ## Current Focus | ||||||
| → [context/current-focus.md](context/current-focus.md) | ||||||
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| ## Key Decisions | ||||||
| (None yet — add entries as decisions are made) | ||||||
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| ## Lessons | ||||||
| → [memory/lessons.md](memory/lessons.md) | ||||||
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| ## Patterns I've Noticed | ||||||
| (AI: add observations about the user's work patterns here over time) | ||||||
| ``` | ||||||
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| ### Create context/current-focus.md: | ||||||
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| ```markdown | ||||||
| # Current Focus | ||||||
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| > Last updated: [TODAY] | ||||||
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| ## Top Priorities | ||||||
| 1. [Ask user — what are you focused on right now?] | ||||||
| 2. [...] | ||||||
| 3. [...] | ||||||
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| ## Active Projects | ||||||
| - [project name] — [one-line status] | ||||||
| ``` | ||||||
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| ### Create memory/lessons.md: | ||||||
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| ```markdown | ||||||
| # Lessons | ||||||
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| > Things we've learned together. AI should reference these to avoid repeating mistakes. | ||||||
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| | Date | Lesson | What to do instead | | ||||||
| |------|--------|-------------------| | ||||||
| | | | | | ||||||
| ``` | ||||||
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| --- | ||||||
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| ## How to Use Your Vault | ||||||
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| ### 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. | ||||||
| ``` | ||||||
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| ### With Claude Code | ||||||
| 1. Create a CLAUDE.md in your vault (or use the existing README.md) | ||||||
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Claude Code specifically looks for a file named
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| 2. Claude Code reads it automatically when you work in that directory | ||||||
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| ### With Cursor / Copilot / Other AI | ||||||
| 1. Point the tool at your vault folder | ||||||
| 2. In system instructions, reference the three startup files | ||||||
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| ### 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 | ||||||
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| --- | ||||||
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| ## Growing Your Vault | ||||||
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| Once you're comfortable with the basics: | ||||||
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| | 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+ | | ||||||
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| ### Memory Scaling | ||||||
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| When `memory.md` grows beyond 50 lines, restructure it as an index: | ||||||
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| ```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 | ||||||
| ``` | ||||||
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| Each pointer is one line. Details stay in the topic file. Index stays small, AI stays fast. | ||||||
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| --- | ||||||
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| ## Related Resources | ||||||
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| - **[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 | ||||||
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| --- | ||||||
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| *Designed for the MAGI System community — works with any AI tool* | ||||||
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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.