setup

name	setup
description	Instance bootstrap interview — detects existing instance state, guides repo creation (link-first), interviews business identity/services/cadence/targets, writes config/instance.json and target skeletons, then hands off to brand-creative setup. Use on first install, when the user says "set up my instance" or "bootstrap my agency workspace", or to re-check target bindings after config changes.
argument-hint	[--quick|--full] [--redo] [--resume] [--check-integrations]
allowed-tools	Read, Grep, Glob, Write
disable-model-invocation	true
metadata	{"version":"0.1.0","owner":"agency-hub","review_cadence":"quarterly","work_shape":"orchestrate-delivery","permission_tier":"artefact-writer","output_class":"structured-data","sourcing_policy":"volatile-facts-must-be-sourced"}

/agency-hub:setup

When to use

First install of digital-agency for real work; cold-start instance bootstrap; re-check target bindings after config changes. Explicit invocation only.

What this skill does not do

• Does not create GitHub repos autonomously — v1 is link-first; the human creates the repo.
• Does not install practice plugins — recommends them; user installs from marketplace.
• Does not duplicate brand interview — recommends brand-creative and hands off to /brand-creative:setup.
• Does not block on email/ads/analytics targets — writes not-yet-designed skeletons and continues.
• Does not write without explicit yes after showing the plain-language diff.

Preconditions

Read ${CLAUDE_PLUGIN_ROOT}/references/agency-setup-framework.md and ${CLAUDE_PLUGIN_ROOT}/references/instance-profile-template.md before proceeding.

Detect existing state per framework § Startup. Honour flags: --quick, --full, --redo, --resume, --check-integrations.

Provisional mode

Partial interview → write resume JSON (config/.setup-resume.json in instance repo, or ~/.claude/plugins/config/digital-agency/agency-hub/setup-resume.json before repo exists). Offer --resume on next run.

Trust spine

Structured-aggregation; instance config is team-shared git artefacts — show full diff before write. Target pointer files in external repos require separate confirmation per repo. MCP connectors are configured in practice plugins, not agency-hub.

Workflow

Step 0 — Detect existing state

1. Look for config/instance.json in the working directory.
2. If status: complete and not --redo: summarize on-file config; offer refresh, --redo, or --check-integrations. Stop unless user chooses refresh.
3. If paused resume file exists: greet, summarize progress, continue or start over.
4. If no instance repo: proceed to repo creation (Step 1).

Step 0b — Install scope check

If the working directory looks project-scoped (not user home, limited to one repo that is not an instance repo), say once:

Heads up — project-scoped install limits file reads to this folder. Seed material in Downloads, Documents, or sibling repos may be unreadable. Continue here, move files in, or reinstall user-scoped.

Wait for confirmation before proceeding.

Step 1 — Repo creation (link-first, when needed)

When not already inside an instance repo:

1. Explain the instance model (private git repo: config/, brand/, squads/).
2. Offer template URL when published: https://github.com/<your-org>/digital-agency-instance/generate
3. If template unavailable, list minimum skeleton directories (see framework).
4. Wait for user to confirm repo exists and provide local path.
5. Verify path is readable; treat it as the instance root for all writes.

Do not call GitHub API to create repos in v1.

Step 2 — Mode and preamble

If neither --quick nor --full was passed, show preamble (framework § Preamble) and ask quick or full.

Quick path: business name + prose name, one primary practice, one target, defaults elsewhere ([DEFAULT] in JSON where applicable).

Full path: all interview sections below.

Tell user: "Say pause anytime — I'll save progress for --resume."

Step 3 — Target bindings (Part 0)

Before business questions (skip if --check-integrations only):

I'll verify target bindings for any repos already configured.

For each bound target repo, verify .agency/target.json exists and includes name, instance, and target.

Report: valid, missing fields, or not found. Name manual next steps. MCP connectors are not part of agency-hub — run /<practice>:setup --check-integrations on installed practice plugins to probe GitHub, Figma, etc.

If --check-integrations only, stop here unless user asks to continue setup.

Step 4 — Interview

Follow framework sections. 2–3 prompts per turn. Wait for typed answers when needed.

4a — Business identity

• Name and prose name
• single-business vs agency-serving-clients
• Industry / geography (brief)
• Catalogue source — where this team installs the digital-agency marketplace (GitHub org/repo slug or equivalent); written to config/plugins.json → catalogue

4b — Services wanted

Map to practice plugins (MECE — one install per practice). Recommend; do not install autonomously. See instance-profile-template.md service table for full mapping.

Practice area	Practice plugin	Companion practice	Notes
brand-creative	brand-creative	none	Shipped — no companion install
web-development	web-development	delivery-practice	Practice plugin pending — interim catalogue: engineering, frontend-engineer, qa-engineer, webops-engineer, principal-architect
content-marketing	content-marketing	delivery-practice	Shipped — run /content-marketing:setup after bootstrap; invoke /delivery-practice:tasks --product, /delivery-practice:synthesize-research for companion skills
social-media	social-media	TBD	Practice plugin pending — interim: content-marketing skills for captions and curation
seo	search-optimisation	delivery-practice	Practice plugin shipped — run /search-optimisation:setup after bootstrap; invoke /delivery-practice:competitive-brief for companion skill

When recommending delivery-practice, name the skills the practice needs (e.g. web-development → /delivery-practice:tasks --product, /delivery-practice:sprint-planning; content-marketing → /delivery-practice:tasks --product, /delivery-practice:synthesize-research). brand-creative never needs a companion.

Quick: one primary. Full: now vs later for each.

4c — Cadence and risk posture

• Planning rhythm
• Approval-gate strictness: relaxed / standard / strict
• Escalation — PR merge, content publish, social publish approvers
• Risk posture: conservative / balanced / aggressive + hard constraints

Populate governance fields: agents never push main; artefacts are drafts until human gate.

4d — Seed material (full mode)

Ask for site URL, brand docs path, sample content. Read if accessible; summarize findings in seedMaterial; do not copy proprietary content verbatim.

4e — Targets

For each channel discussed:

Target	Action
website	Skeleton in config/targets/website.json; if repo path known, propose .agency/ scaffold (.gitignore, README.md, target.json, stubs) + target.json separately
social	Skeleton; enabled: false until social publishing connector credentials
email, ads, analytics	Skeleton with status: not-yet-designed — note "coming soon", continue

Quick mode: one target skeleton minimum.

Step 5 — Summarize before write

List every file to create/update in plain language:

• config/instance.json — key fields
• config/plugins.json
• config/targets/*.json
• config/deployments/*.json (all enabled: false)
• squads/*/charter.md skeletons
• Any .agency/ scaffold in external target repos — .gitignore and README.md from ${CLAUDE_PLUGIN_ROOT}/references/dot-agency/, plus target.json and artefact stubs (separate confirmation per repo)

List deliberate skips/placeholders. Ask: "Write these files? (yes/no)" — wait.

Step 6 — Write Tier 1 and Tier 2

On yes:

1. Write files per instance-profile-template.md.
2. Set status: complete, setup.completedAt (ISO 8601), setup.mode (quick/full).
3. Include agency-hub in config/plugins.json plus recommended practice plugins; set catalogue from the user's catalogue source answer (not a hard-coded publisher).
4. Deployment scaffolds example (adjust to services):

{
  "agent": "product-manager",
  "ritual": "weekly-planning",
  "squad": "site",
  "enabled": false,
  "platform": null,
  "schedule": null,
  "repos": []
}

5. Delete resume file if present.
6. For website target binding (after separate yes for that repo): scaffold .agency/ per framework § Target repo .agency/ scaffold — copy .gitignore and README.md from ${CLAUDE_PLUGIN_ROOT}/references/dot-agency/; write target.json with name, instance, and target; add stub files for product.md, roadmap.md, backlog.md; create empty work/, architecture/, and reviews/ directories.
7. Initialize Tier 0 hub state — if ~/.claude/plugins/config/digital-agency/agency-hub/ is missing or empty, create CLAUDE.md (from ${CLAUDE_PLUGIN_ROOT}/CLAUDE.md template), allowlist.yaml (from references/allowlist-default.yaml), and install-log.yaml ([]). Populate hub profile fields from interview answers where available.

Step 7 — Hand off to brand-creative

Do not run the brand interview here — plugins are self-contained and agency-hub cannot invoke another plugin's skill directly. User-mediated hand-off within the same conversation:

Brand setup next. If brand-creative is not installed, install it from the marketplace. Then run /brand-creative:setup in this conversation — it reads seed material from instance setup and writes to <instance-root>/brand/.

If deferred, set seedMaterial.notes accordingly.

Step 8 — Next steps

Close with a concrete path — not a pile of config files:

1. Install the first recommended practice plugin from the marketplace.
2. delivery-practice companion — if that practice needs planning and cadence skills it does not own (e.g. web-development → install delivery-practice, then use /delivery-practice:tasks --product and /delivery-practice:sprint-planning; brand-creative needs no companion).
3. Practice setup — run that practice's setup skill (e.g. /brand-creative:setup for brand; /delivery-practice:setup for delivery).
4. Bind targets — complete .agency/ scaffold and target.json in each target repo, social credentials when available.
5. Deploy — launch the first scheduled agent (dry-run first): python3 digital-agency/scripts/deploy-squad-agents.py --dry-run --instance <path>
6. Edit anytime — change config/instance.json directly or /agency-hub:setup --redo.

Pause and resume

On pause, write JSON:

{
  "plugin": "agency-hub",
  "skill": "setup",
  "mode": "quick|full",
  "startedAt": "ISO-8601",
  "instanceRoot": "<path or null>",
  "answers": {},
  "remainingSteps": [],
  "lastStepCompleted": ""
}

Location: instance repo config/.setup-resume.json if instance exists; else personal hub path above.

Worked example

Input: Acme Co, single business, web-development + content, website target, quick mode.

Expected output: config/instance.json complete; targets/website.json skeleton; plugins.json lists agency-hub + recommended practice plugins; squad charters for site/content; handoff to /brand-creative:setup and next-steps naming core if web-development was chosen.

Outputs

Artefact	Path
Instance profile	config/instance.json
Plugin manifest	config/plugins.json
Target skeletons	config/targets/<name>.json
Deployment scaffolds	config/deployments/*.json
Squad charters	squads/<squad>/charter.md
Target pointer (on confirm)	<target-repo>/.agency/ scaffold (.gitignore, README.md, target.json, stubs, dirs)

Next: /brand-creative:setup, install first practice plugin, or --check-integrations.