setup

name	setup
description	Use when onboarding to a project or creating/updating CLAUDE.md - covers codebase analysis, documentation generation, and policy management

Project Setup

When to Use

• Joining existing project without CLAUDE.md
• Project has outdated/incomplete CLAUDE.md
• Taking over maintenance of unfamiliar codebase
• Claude repeatedly asks the same questions

Onboarding Workflow

Phase 1: Discovery

1. Repository structure scan (Glob)
2. Package/dependency analysis (package.json, go.mod, requirements.txt)
3. Configuration files (tsconfig, .eslintrc, Makefile)
4. Existing documentation (README, docs/, CONTRIBUTING)
5. CI/CD configuration (.github/workflows)

Phase 2: Pattern Extraction

Target	Search Strategy
Entry points	main., index., cmd/, src/
Architecture	Directory structure, imports
Testing	_test., .spec., jest.config
Build commands	Makefile, package.json scripts

Phase 3: CLAUDE.md Generation

Generate with this structure:

```markdown

CLAUDE.md - [Project Name]

Status: Active Development | Maintenance | Legacy Last Updated: YYYY-MM-DD

---

Critical Rules

ALWAYS [most important constraints] NEVER [dangerous actions to avoid]

---

Architecture

``` src/ ├── components/ # [purpose] ├── lib/ # [purpose] └── utils/ # [purpose] ```

Tech Stack

Component	Technology	Version
Runtime	Node.js	20.x

Commands

Command	Purpose
`npm run dev`	Start development server
`npm run test`	Run unit tests

Known Pitfalls

Pitfall	Prevention
[Issue 1]	[How to avoid]
```

CLAUDE.md Best Practices

ALWAYS:

• Start with Status and Last Updated
• Put Critical Rules (NEVER/ALWAYS) at top
• Use specific versions, paths, exact commands
• Include code examples for key patterns

NEVER:

• Write vague descriptions ("modern tech stack")
• Skip examples for important concepts
• List commands without context

File Hierarchy

Location	Purpose	Scope
`~/.claude/CLAUDE.md`	User preferences	All projects
`./CLAUDE.md`	Project rules	Team (Git)
Parent directories	Monorepo root	Inherited
Subdirectories	Module overrides	On demand

All locations load automatically. Most specific wins.

Modularization with @imports

For large projects, split documentation:

```markdown

CLAUDE.md

@docs/architecture.md @docs/api-conventions.md @docs/testing-strategy.md ```

Keep main CLAUDE.md clean. Only core rules inline.

Policies (Strict Guidelines)

Policies are STRICT constraints that MUST be followed:

```json { "project_id": "global", "title": "POLICY: test-before-fix", "content": "RULE: Always run tests before claiming a fix is complete.\nCATEGORY: verification\nSEVERITY: high", "outcome": "success", "tags": ["type:policy", "category:verification", "severity:high"] } ```

Categories: verification, process, security, quality, communication

Severity: critical, high, medium

After Setup

```

Re-index repository with new documentation

repository_index(path: ".")

Record the setup as a memory

memory_record( project_id: "", title: "Project onboarded with CLAUDE.md", content: "Created CLAUDE.md with architecture, commands, pitfalls...", outcome: "success", tags: ["onboarding", "claude-md"] ) ```

Common Mistakes

Mistake	Prevention
Asking user "what framework?"	Check package.json, go.mod first
Generic architecture description	Run actual discovery commands
Missing version numbers	Extract from lockfiles
No examples for key patterns	Always show code patterns
Too long CLAUDE.md (>500 lines)	Modularize with @imports

Quick Reference

Step	Action
1	Scan repo structure
2	Read package/config files
3	Extract patterns
4	Generate CLAUDE.md
5	Verify commands work
6	Index repository

---

Tech Stack Database Patterns

Automatic Stack Detection

Setup auto-detects and records tech stack metadata:

File	Detected Stack	Patterns Applied
`package.json`	Node.js, npm/yarn/pnpm	JS/TS conventions
`go.mod`	Go	Go idioms, error handling
`Cargo.toml`	Rust	Ownership patterns
`pyproject.toml`	Python (modern)	Type hints, async
`requirements.txt`	Python (legacy)	Virtual env patterns
`Gemfile`	Ruby	Rails conventions if present
`pom.xml`	Java/Maven	Spring patterns if present
`build.gradle`	Java/Kotlin/Gradle	Android if detected

Stack-Specific Memories

Setup creates foundation memories per stack:

```json { "project_id": "contextd", "title": "STACK: Go 1.22 with embedded vectorstore", "content": "Tech: Go 1.22\nDeps: chromem-go, chi router\nPatterns: Registry DI, table-driven tests\nLinting: golangci-lint", "tags": ["type:pattern", "stack:go", "auto-generated"] } ```

Database Pattern Recognition

Config File	Database	Applied Patterns
`.env` with `DATABASE_URL`	PostgreSQL/MySQL	Migration patterns, connection pooling
`prisma/schema.prisma`	Prisma ORM	Type-safe queries, migrations
`drizzle.config.ts`	Drizzle ORM	Schema-first, migrations
`ent/schema/`	Ent (Go)	Code generation, edges
`sqlc.yaml`	sqlc (Go)	Generated queries

---

Policy Enforcement Metadata

Policy Structure

Policies are STRICT constraints with enforcement metadata:

```json { "project_id": "global", "title": "POLICY: test-before-fix", "content": "RULE: Always run tests before claiming a fix is complete.", "outcome": "success", "tags": ["type:policy", "category:verification", "severity:high"], "enforcement": { "mode": "strict", "check_hook": "PreToolUse", "check_tool": "Bash", "violation_action": "block" } } ```

Enforcement Modes

Mode	Behavior	Use Case
`strict`	Block violating actions	Security, data integrity
`warning`	Allow with prominent warning	Best practices
`audit`	Log only, no interruption	Monitoring, gradual rollout

Policy Categories

Category	Examples
`verification`	Test before commit, review before merge
`process`	TDD, checkpoint before clear
`security`	No secrets in code, input validation
`quality`	Linting, type safety, documentation
`communication`	Commit message format, PR templates

---

Setup Checksums

Integrity Verification

Setup generates checksums to detect drift:

```json { "setup_checksum": { "claude_md_hash": "sha256:abc123...", "stack_snapshot": "sha256:def456...", "policy_version": "v1.2.0", "generated_at": "2026-01-28T10:00:00Z" } } ```

Drift Detection

On session start, compare checksums:

```

1. Hash current CLAUDE.md
2. Compare to stored setup_checksum.claude_md_hash
3. If mismatch:
   • Warn: "CLAUDE.md has changed since setup"
   • Suggest: "Run /init --update to sync" ```

Checksum Commands

Command	Purpose
`/init --verify`	Check for drift without changes
`/init --update`	Re-run setup, update checksums
`/init --force`	Full re-setup, overwrite

---

Hierarchical Namespace Guidance

Project ID Structure

``` ///

Examples: fyrsmithlabs/platform/contextd/api fyrsmithlabs/platform/contextd/vectorstore fyrsmithlabs/marketplace/fs-dev/skills ```

ID Format Requirements (contextd v1.5+)

IMPORTANT: `tenant_id` and `project_id` must be lowercase alphanumeric with underscores:

• Valid: `my_project`, `contextd`, `org123`, `fyrsmithlabs_marketplace`
• Invalid: `My-Project`, `org/repo`, `project..name`
• Length: 1-64 characters

When deriving IDs from git remotes:

• Replace hyphens with underscores: `my-project` → `my_project`
• Remove invalid characters (slashes, dots)
• Convert to lowercase

Setup Namespace Detection

Setup auto-detects namespace from:

1. Git remote URL: `github.com/fyrsmithlabs/contextd` -> `fyrsmithlabs/contextd`
2. Directory structure: Monorepo detection
3. Existing CLAUDE.md: Parse namespace declarations

Namespace Inheritance

```markdown

In root CLAUDE.md

@namespace fyrsmithlabs/platform

In packages/api/CLAUDE.md (inherits)

@namespace ../api # Resolves to fyrsmithlabs/platform/api ```

---

Audit Fields

Setup records create audit metadata:

Field	Description	Auto-set
`created_by`	Session/agent that ran setup	Yes
`created_at`	ISO timestamp	Yes
`setup_version`	Setup skill version	Yes
`usage_count`	Times CLAUDE.md loaded	Yes

---

Claude Code 2.1 Patterns

Background Indexing

Use background tasks for large repos:

``` Task( subagent_type: "general-purpose", prompt: "Index all source files in /path/to/repo", run_in_background: true, description: "Repository indexing" )

// Continue with other setup tasks... TaskOutput(task_id, block: false) // Check progress ```

Setup Task Dependencies

Chain setup phases:

``` phase1 = Task(prompt: "Scan repository structure") phase2 = Task(prompt: "Detect tech stack", addBlockedBy: [phase1.id]) phase3 = Task(prompt: "Generate CLAUDE.md", addBlockedBy: [phase2.id]) phase4 = Task(prompt: "Index repository", addBlockedBy: [phase3.id]) ```

PreToolUse Hook for Setup Verification

Auto-verify setup before operations:

```json { "hook_type": "PreToolUse", "tool_name": "Read", "condition": "file_path.endsWith('CLAUDE.md')", "prompt": "Check setup checksum for drift before reading CLAUDE.md." } ```

---

Event-Driven State Sharing

Setup emits events for other skills:

```json { "event": "setup_complete", "payload": { "project_id": "fyrsmithlabs/contextd", "stack": "go", "policies_loaded": 5, "checksum": "sha256:..." }, "notify": ["workflow", "consensus-review"] } ```

Subscribe to setup events:

• `setup_started` - Setup initiated
• `setup_complete` - Setup finished successfully
• `setup_drift_detected` - Checksum mismatch found
• `policy_loaded` - New policy activated