For approved readers
Wrong password.
Power-user edition
An operating system, not a chatbot — with file paths, schemas, and the actual rules.
Francisco Lorca · July 2026
01
Everything is anchored on three principles: a single vault as source of truth, predictable session boot from canon files, and modular composability between voice files, skills, and commands.
One Obsidian vault
Path: ~/Library/Mobile Documents/com~apple~CloudDocs/AI/Claude 2/. PARA-style folders, markdown-only, iCloud-synced. Every Claude surface reads this — never reinvents context.
Vault
Same start every time
Every session boots from 10 System/CLAUDE.md → batched read of about-me.md + my-rules.md via read_multiple_files. Voice file + project context loaded on demand.
Canon
Skills × commands
Skills do craft (drafting, design, analysis). Vault commands (session-close, process-transcripts, wilson-settlement) orchestrate workflows. None of it tightly coupled.
Composable
Personal stack as of July 2026.
02
One iCloud-synced folder, opened in Obsidian. Markdown-only. Every Claude surface (Cowork, Claude Code, Desktop) reads it.
| Folder | What lives here |
|---|---|
00 Inbox/ | Capture zone. Sub-routed by intent: Transcripts/, Readings/, Projects/, Daily Notes/. Root is "I'll sort later." |
10 System/ | Canon: CLAUDE.md, about-me.md, my-rules.md, system-overview.md, voice files, pattern-candidates.md, cowork-authorities.md, wiki-rules.md, Commands/, Memory/ (Cowork mirror), system decisions/. |
11 Templates/ | Project Log.md, ADR.md, plus meeting / deal-memo / brief / weekly-review templates. |
20 Projects/ | One sub-folder per active project. Each has <name>-state.md, LOG.md, decisions/, Session Logs/. |
30 Areas/ | Finance, Legal & Compliance, People & Hiring, AI Tooling, Deployments (incl. deployment-tracker.md). |
40 Session Logs/ | Hourly transcript backups + curated session logs not project-scoped. |
50 Archive/ | Completed projects + older transcripts at Session Logs/<YYYY-MM>/. |
60 Resources/ | Research wiki (Karpathy method). Sources, topics, companies, people pages. |
70 Code/ | Code notes and snippets stored in vault (separate from acrolyos GitHub repos). |
80 People/ | Person notes. |
90 Sandbox/ | Experiments, scratch work. |
_scrap/ | Displaced files (never deleted). Per my-rules.md red-line. |
Path: ~/Library/Mobile Documents/com~apple~CloudDocs/AI/Claude 2/.
03
CLI — primary surface
Reads ~/.claude/CLAUDE.md — a one-line pointer to vault 10 System/CLAUDE.md. Same boot, more capable tools: file ops, scripting, deploys, the system end to end. Where most of my work runs now.
Most use
claude.ai web + desktop
Drafting surface — emails, memos, decks in my voice. Plugins, skills, and the Gmail / Calendar / Drive connectors attach here. Sessions auto-save to 40 Session Logs/.
Writing
Native macOS
Same as Cowork in a native window. Used when I want a persistent chat alongside another app.
Alongside
All three read the same vault. Boot sequence is identical.
04
STEP 1
Global instructions
3-line Cowork system prompt → "read 10 System/CLAUDE.md".
STEP 2
CLAUDE.md
Pointer file. Instructs batched read of about-me + my-rules.
STEP 3
about-me + my-rules
Single read_multiple_files call. Identity + non-negotiables.
STEP 4
Voice (on demand)
One file. Format × language. Loaded only when task type is known.
STEP 5
Project context
State + LOG + relevant decisions, batched.
Boot sequence applies to all three surfaces. system-overview.md (added 9 May 2026) is the new canonical orientation file for any new Claude agent.
05
| Task | English | Spanish |
|---|---|---|
| Email or message | voice-email-en.md | voice-email-es.md |
| Memo or formal document | voice-memo-en.md | voice-memo-es.md |
| Presentation or deck | voice-pptx-en.md | voice-pptx-es.md |
Document_Template_FL.docx) and slide templates (McKinsey Modern, Goldman Modern, Hybrid) were co-built with Claude from McKinsey + Goldman samples I provided, structured around the Pyramid Principle.
All six live at 10 System/. Only one is loaded per session — the one matching the task.
06
Skills handle craft. Vault commands orchestrate workflows. All composable. (The scheduled-task layer was decommissioned in 2026 — see below.)
| Category | Examples | Where |
|---|---|---|
| Cowork skills | draft-document, draft-presentation, design-lens, email-english, email-spanish, docx / pptx / pdf / xlsx, strategy-practice, spark (idea generator), buffer-post | Cowork plugin system |
| Plugins | strategy-practice (self-built), plus Anthropic-built plugins pulled selectively — legal, investment-banking, wealth-management, brand-voice. Several disabled in a June 2026 audit to cut clutter. | Cowork plugin registry |
| Vault commands | session-close, process-transcripts, process-voice-memos, options-flow, wilson-settlement, prompt, prompt-only, prompt-refine. (morning-brief / digest / daily-wrap mothballed June 2026.) | 10 System/Commands/ |
| Templates | Newsletter operating-map (13-area decomposition), ADR, project log, meeting brief, deal memo, weekly review | 11 Templates/ |
| Scheduled tasks | Decommissioned. The launchd runner died in early May 2026; the ritual LaunchAgents were retired with the call-loop mothball in June. 15 task definitions remain for reference only — nothing fires on a timer. | ~/Documents/Claude/Scheduled/ |
Active inventory at 10 System/Cowork Skills Inventory.md.
07
Post-DB-methodology adoption (May 2026). Every active project under 20 Projects/<Name>/ has four artefacts, each with its own discipline:
| Artefact | Path / pattern | Discipline |
|---|---|---|
| State file | <name>-state.md or <Name> — Project Brief.md | Slim current-snapshot. Updated nightly by scheduled task. No history. |
| Project journal | LOG.md | Append-only bitácora. Newest at top. Never edited; only added to. |
| Decisions | decisions/ADR-NNNN-<slug>.md | One ADR per substantive decision. Context / Decision / Alternatives / Consequences / References. Frozen once accepted. |
| Working files | Claude Assets/Claude-Work/Projects/<Name>/outputs/{current,sent,superseded}/ | State machine on documents. Drafts in current/; finalised in sent/; replaced versions in superseded/. |
| Session logs | Session Logs/<YYYY-MM-DD-HHmm>.md | Curated per-session writeup, separate from hourly transcripts. |
Phase 1 + 2a + 2b complete across the implementation queue (Phrygia, Phrygia Tax, SAFT Waiver — Orobit, OroBit, Aristeia Press, Nemo) as of 8 May 2026.
08
Every substantive forward-binding decision becomes an Architecture Decision Record. Five required sections, immutable once status: accepted:
--- id: ADR-NNNN title: ... status: proposed | accepted | superseded date: YYYY-MM-DD --- ## Context What forced this decision. What was true at the time. ## Decision The choice made. ## Alternatives considered Each alternative with a one-line rejection reason. ## Consequences Forward-binding implications. What this commits us to. ## References Wikilinks to LOG entries, other ADRs, source documents.
System-level ADRs live at 10 System/decisions/ (e.g., ADR-0001 adopting system-overview.md). Project-level ADRs at 20 Projects/<Name>/decisions/.
Template: 11 Templates/ADR.md. Backfilled 31 ADRs during the 8 May Phase 2b pass.
09
The umbral discipline. New rules don't get added to my-rules.md in advance. They sit in 10 System/pattern-candidates.md until they recur three times in real work.
my-rules.md or relevant canon.Stops my-rules.md from accumulating preventive scaffolding I'd interpret too literally. The protocol grows by use, not by design — and several candidates have since reached N=3 and been promoted to canon.
10
A short, written, closed list of operations Cowork can perform without asking. Anything outside the list = ask first. Expanding the list requires a new system ADR.
_scrap/ in the same directory. Status field updates in state files and TASKS.md. Format conversions (md ↔ docx, etc.). Append-only LOG.md entries.
This is the inverse of "the AI uses judgment." It's "the AI uses the list."
Source: 10 System/cowork-authorities.md. Modelled after DB's [chore-trivial] protocol.
11
Closing a session isn't one button. 10 System/Commands/session-close.md defines three explicit tracks. Each item routes by track.
Done without asking
Outputs moved to current/, deployment tracker updated, project backlinks appended, LOG entries written, OmniFocus tasks created, memory written and mirrored to 10 System/Memory/.
Automatic
Confirm in chat
Promote-to-sent, ADR proposals, pattern-candidate adds / bumps / promotions. Surfaced in the session log under "Proposed". I confirm in chat (by number, name, or "all"). No tick UI.
By approval
Hard stop, never silent
Investor / legal / compliance material; financial figures or legal terms in deliverables; sending or scheduling comms; permanent deletion; external sharing. Flag in the log, stop, await explicit confirmation.
Never auto
Memory mirror (step 7) copies Cowork's auto-memory to 10 System/Memory/ — one-way, vault accumulates dormant evidence.
12
Sample case: Project Compass — Q2 board strategy review for a portfolio company.
Day 1, 09:00
"Compass today." Claude batches 20 Projects/Compass/{compass-state.md, LOG.md} + open ADRs. Briefed in seconds. No rehash.
Start
During the session
Draft scenarios, edit deck, agree recommendation. Substantive decisions logged as ADRs (frozen once accepted). Sensitive numbers paused for sign-off per red-line rules.
Work
Three tracks fire
"Wrap." Silent: LOG entries, state file refreshed, drafts to outputs/current/, memory mirrored. Proposed: ADRs, promote-to-sent. Red lines: any external send. Day 7, Claude reads the updated state and picks up.
Close
Session log filed at 20 Projects/Compass/Session Logs/<YYYY-MM-DD-HHmm>.md.
13
20 Projects/Chief of Staff/Mothballed Commands/ and the scheduler that fired them is decommissioned. /morning-brief is gone. /digest lives on as /process-transcripts, run on demand.
osascript across all "Work" calendars (iCloud + Aazzur).80 People/ cross-reference + web search.00 Inbox/Daily Notes/<YYYY-MM-DD>.md.LOG.md or person note.10 System/Commands/process-transcripts.md.The scheduled call loop is retired; transcript processing still runs on demand. Detto replaced Tome as the meeting-notes source in June 2026.
14
The Karpathy-method wiki at 60 Resources/. Sources, topics, companies, and people pages with structured frontmatter and back-references.
Each ingest follows a fixed schema: what the source claims, the evidence, the open questions, and where it came from. Schema enforced by 10 System/wiki-rules.md. Opus-only ingest rule — reasoning quality matters more than throughput.
## Research section.
Source-type taxonomy now live: factual research, type: doctrine (opinion / manifesto), how-to / instructional — each with a different ingest schema. The doctrine page schema and the publisher-stub check (wiki ingest step 2c) are both in force. Andreessen's Techno-Optimist Manifesto was the first doctrine-type ingest; a second has since been added.
Library now holds 71 sources read in full, 62 cross-linked company pages, 14 topic pages, and 2 doctrine pages — including the 63-source Burry / Cassandra corpus ingested June 2026. Counter resets on every-10-readings audit.
15
Claude 2/20 Projects/<Name>/.outputs/{current, sent, superseded}/ per project.Claude/Claude Assets/Claude-Work/Projects/<Name>/.Rule of thumb: if Claude reads it to understand a project, it lives in vault. If Claude produces it, it lives in Claude Assets.
16
| Connector | What it provides | Where it lands |
|---|---|---|
| Email (Gmail + IMAP) | Read inbox, draft replies in voice. The four self-hosted IMAP MCPs (iCloud, two Gmail, Zoho) are currently a dead layer — failing to connect in Claude Code, absent from Cowork. | Daily review, email triage |
| Multi-Gmail MCP | Self-hosted Cloudflare Worker fronting the Gmail API. Read + scoped send behind a recipient allowlist and push-notification approval. Carries phrygia.io email today. | phrygia.io mailbox |
Mac Calendar (osascript) | All Work calendars — iCloud + Aazzur | Meeting prep |
| Detto | On-device meeting transcripts + voice memos, vault-native markdown | /process-transcripts, /process-voice-memos |
| Google Drive | External docs shared with me | Research, due diligence |
| Xero | Read-only financial summaries (P&L, cash position, receivables) | Fund + company finance |
| EDGAR + Tavily | SEC filings and web research | Due diligence, public-company review |
| Desktop Commander | Full disk access for iCloud paths | Vault + Claude Assets read/write |
| GitHub | Code, deployments, plugin builds | 70 Code/, deployment tracker |
MCPs are scoped to read or draft. The one connector that can send (Multi-Gmail) is gated behind a recipient allowlist and a push-notification approval — and any actual send still follows the red lines.
17
| Rule | Why it exists |
|---|---|
| Never delete or overwrite | Move displaced files to _scrap/ in same folder. Recovery always possible. |
| Never send communications | Claude drafts; I approve and send. No auto-send, no auto-schedule. |
| Always batch reads | read_multiple_files — faster, atomic context. |
| Show a plan first | Non-trivial task → plan → approval → execute. |
| Match audience language | Spanish to Spanish recipients. English to English. Not the language of my prompt. |
| Red lines on sensitive material | Investor, legal, compliance, financial, external sharing — explicit confirmation, no exceptions. Bypasses umbral. |
| Credential hygiene | API keys and tokens stored in macOS Keychain — never in config files. MCP launcher scripts (~/bin/imap-mcp-launch.sh, etc.) fetch secrets at process start. Claude never sees live credentials in chat. Gmail Worker defaults to READ bearer; FULL only when explicitly needed. 9 deny rules in settings.json for destructive email tools. Blast radius reduced: bypassPermissionsModeEnabled and allowAllBrowserActions set to false; trusted folders trimmed from 10 to 3; unused extensions disabled. |
Canon: 10 System/my-rules.md. Read every session via boot. Security audit completed 17 May 2026: 11 critical findings closed, ~16 credentials rotated.
18
| Category | Examples | How |
|---|---|---|
| Live websites | ormeria.com, aristeia-press.com, samantha-devin.com, how-i-work-with-claude.pages.dev | Cloudflare Pages, deployed from local with one command. Tracked in 30 Areas/Deployments/deployment-tracker.md. |
| Custom skills | draft-document, draft-presentation, design-lens, email-en/es, docx/pptx/pdf/xlsx, strategy-practice, spark (idea generator), buffer-post | Cowork plugin system. Versioned, shareable. |
| Plugins | strategy-practice (self-built), plus Anthropic-built plugins pulled selectively (legal, investment-banking, wealth-management, brand-voice). Several disabled in a June 2026 audit. | Self-built + plugin registry. |
| Scheduled automations | Decommissioned. 15 task definitions (nightly-state-update, session-transcript-backup, weekly-deployment-scan, the kdp-promo-* set, …) remain for reference only — nothing fires on a timer. | ~/Documents/Claude/Scheduled/ — never symlinked into the vault. |
| Code projects | Algordian (architecture, decisions, roadmap in 70 Code/); Nemo (banking RFP prototype v2.0 → v3.6); Screenr (sanctions-screening tool); Multi-Gmail MCP (self-hosted Worker); Wilson royalty-settlement pipeline; SQRL operator guide + Nutkin AI companion (co-branded showcase); Ibiza Es Cubells ambient-music pipeline | Iterative builds — Claude Code in terminal. Session-notes pattern for precise change capture. |
| Documents at scale | Memos, decks, briefs, board papers, investment memos, deal teasers, CIM drafts, comp analyses, due diligence packs — bilingual | Same voice files, same templates, every time. Pyramid Principle scaffold. |
| System architecture | Memory mirror (Cowork → vault one-way), transcript archive policy, three-tracks session-close, system-overview canonical orientation, ADR system at both system and project levels, full-stack security audit (17 May — 11 critical findings closed, ~16 credentials rotated) | Forward-binding playbooks in session-close.md + system-overview.md. |
Deployment tracker is the single source of truth for what's live: 30 Areas/Deployments/deployment-tracker.md.
19
The system was built for board memos and investment decks. It now runs four very different domains using the same project shape.
| Use case | Stack | Artefacts |
|---|---|---|
| Fund AP cycle | Vault context in 20 Projects/<Fund>/. Invoices and ledger live in Claude Assets/.../<Fund>/outputs/. Cowork batches invoice PDF + relevant contract clauses, runs the match, drafts the journal entry. ADR captures any deviation from contract terms. Red lines kick in on financial figures — I approve every booking. | Extracted contract clauses, invoice PDFs, reconciliation note, ledger workbook. |
| London property admin | Same pattern. 20 Projects/<Property>/ with the lease as canonical contract. Each invoice batched against lease terms before booking. LOG.md tracks the cycle; outputs in the parallel Claude Assets folder. | Lease summary, invoice PDFs, ledger workbook, property note. |
| Websites for close projects | Examples: ormeria.com, aristeia-press.com, samantha-devin.com, this site. Cloudflare-Pages-deployed sites: repo at ~/Documents/Claude/Repos/<name>/, deployed via wrangler pages deploy . --project-name=<name>. Voice + design-lens skills shape the build. Deployment tracker (30 Areas/Deployments/deployment-tracker.md) logs every URL. | Repo, deployed site, deployment-tracker row. |
| Career and board work | Project folder under 20 Projects/<positioning project>/: state file, LOG.md, decisions/, outputs/. Target people in 80 People/. Conversation prep runs through web research and the research wiki. | State file, LOG.md, person notes, positioning memo, follow-up tracker. |
Same project shape — state + journal + decisions + outputs — applied to four very different domains. The shape generalises.
20
Pieces, not monoliths
Voice files split by format and language. Skills do one thing. Commands compose them. Project artefacts have separate disciplines. Swap any piece without breaking the rest.
Structure
Earned, not designed
Rules sit in pattern-candidates.md until N=3. Authorities sit in a closed list expandable only by ADR. The system reflects what I actually do — not what I planned to do.
By use
Drafts, not autopilot
Hard rules. Red lines. Three-tracks session-close. Plans before execution. Claude is the strongest collaborator I've worked with — and I still hold the pen.
Trust
Every choice in the stack passes through these four words: modular, reusable, controlled, emergent.