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How I work with Claude — Deep

Power-user edition

How I work with Claude

An operating system, not a chatbot — with file paths, schemas, and the actual rules.


Francisco Lorca · May 2026

01

I treat Claude like an operating system, not a chatbot

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, commands, and scheduled tasks.

1

Single source of truth

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

2

Predictable boot

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

3

Modular composition

Skills × commands × tasks

Skills do craft (drafting, design, analysis). Vault commands (session-close, morning-brief, digest) orchestrate workflows. Scheduled tasks run on cron. None of it tightly coupled.

Composable

Personal stack as of May 2026.

02

The vault — single source of truth, PARA-organised

One iCloud-synced folder, opened in Obsidian. Markdown-only. Every Claude surface (Cowork, Claude Code, Desktop) reads it.

FolderWhat 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

Three surfaces, same brain

1

Cowork

claude.ai web + desktop

Default surface. Plugins, skills, MCPs attached here. Sessions auto-save to 40 Session Logs/. Boot reads vault path from global instructions → CLAUDE.md.

Most use

2

Claude Code

CLI

Reads ~/.claude/CLAUDE.md — one-line pointer to vault 10 System/CLAUDE.md. Same boot, different surface. Used for code, file ops, scripting.

Dev mode

3

Claude Desktop

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

Every session boots from the same canon files

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

Voice files — six profiles by format and language

TaskEnglishSpanish
Email or messagevoice-email-en.mdvoice-email-es.md
Memo or formal documentvoice-memo-en.mdvoice-memo-es.md
Presentation or deckvoice-pptx-en.mdvoice-pptx-es.md
Provenance. Voice files were extracted from a sample of my real emails, memos, and decks. Word template (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, plugins, and scheduled tasks

Skills handle craft. Vault commands orchestrate workflows. Scheduled tasks run automatically. All composable.

CategoryExamplesWhere
Cowork skillsdraft-document, draft-presentation, design-lens, email-english, email-spanish, due-diligence-research, horizon-architectCowork plugin system
Pluginsstrategy-practice, fund-admin, legal, investment-banking, wealth-management, brand-voice, lsegCowork plugin registry
Vault commandssession-close, morning-brief, digest, daily-wrap, prompt, prompt-refine10 System/Commands/
Scheduled tasksnightly-state-update (00:00), session-transcript-backup (hourly), deployment-tracker (Mon 9am), film-rights-daily-brief (Mon 8am)~/Documents/Claude/Scheduled/

Active inventory at 10 System/Cowork Skills Inventory.md.

07

Every project has the same shape

Post-DB-methodology adoption (May 2026). Every active project under 20 Projects/<Name>/ has four artefacts, each with its own discipline:

ArtefactPath / patternDiscipline
State file<name>-state.md or <Name> — Project Brief.mdSlim current-snapshot. Updated nightly by scheduled task. No history.
Project journalLOG.mdAppend-only bitácora. Newest at top. Never edited; only added to.
Decisionsdecisions/ADR-NNNN-<slug>.mdOne ADR per substantive decision. Context / Decision / Alternatives / Consequences / References. Frozen once accepted.
Working filesClaude Assets/Claude-Work/Projects/<Name>/outputs/{current,sent,superseded}/State machine on documents. Drafts in current/; finalised in sent/; replaced versions in superseded/.
Session logsSession Logs/<YYYY-MM-DD-HHmm>.mdCurated 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

ADRs — decisions get frozen

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

Pattern-candidates — rules earn their place at N=3

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.

How a pattern moves through the umbral

  • Observed in real work → added as candidate, count = 1.
  • Each subsequent occurrence bumps the count and adds a date.
  • At count = 3 → proposed for promotion to my-rules.md or relevant canon.
  • At 60 days without converging → proposed for retirement.
  • Red lines bypass the umbral and go straight to canon.

Active candidates (as of May 2026)

  1. 99 Mausoleum/ folder for deprecated-but-preserved infrastructure (1/3)
  2. Always source contract clauses from the executed PDF, not from a Word draft (1/3)
  3. HTML as output format for exploratory comparison, code reviews, mobile-shareable reports (1/3 — this document bumped it)
  4. Confirmation letters memorialising facts default to unilateral form (1/3)

Stops my-rules.md from accumulating preventive scaffolding I'd interpret too literally. The protocol grows by use, not by design.

10

cowork-authorities.md — the closed delegation list

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.

The current list (5 items). Typo fixes in vault files. Moving displaced files to _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

The session-close flow — three tracks

Closing a session isn't one button. 10 System/Commands/session-close.md defines three explicit tracks. Each item routes by track.

1

Silent-apply

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

2

Propose-then-apply

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

3

Red lines

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

Project lifecycle across sessions — sample case

Sample case: Project Compass — Q2 board strategy review for a portfolio company.

1

Open

Day 1, 09:00

"Compass today." Claude batches 20 Projects/Compass/{compass-state.md, LOG.md} + open ADRs. Briefed in seconds. No rehash.

Start

2

Work

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

3

Close

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

Two daily routines — automated

/morning-brief

  • Pulls Mac Calendar via osascript across all "Work" calendars (iCloud + Aazzur).
  • Lists today's meetings with prep notes.
  • Step 2E: LinkedIn check via 80 People/ cross-reference + web search.
  • Writes the top of 00 Inbox/Daily Notes/<YYYY-MM-DD>.md.
  • Source: 10 System/Commands/morning-brief.md.

/digest

  1. Pulls call transcript from Granola MCP.
  2. Drafts summary; review-loop before anything is written.
  3. Smart routing: insights committed to the right project's LOG.md or person note.
  4. Appends to today's daily note.

Both write into a single daily file. Calendar event annotation deliberately skipped — research notes stay private.

14

A self-improving research wiki

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.

Four operational rules locked 9 May 2026: substantive bar for entity scan (thesis / price target / specific role only); pre-synthesis notes prompt ("anything to flag, contextualise, or weight?"); every-10-readings audit cadence; bank-publisher pattern with ## Research section.

Source-type taxonomy in progress — factual research, opinion / manifesto, how-to / instructional, each needing different schemas. Andreessen Techno-Optimist Manifesto blocked in 00 Inbox/Readings/ until the taxonomy lands.

Sources in library: 4 (two strategy reports, one founder interview, one full book). Counter resets on every-10-readings audit.

15

Notes vs working files — two homes, mirrored names

Obsidian vault — for thinking

  • Project briefs, deal memos, meeting notes, LOG.md, ADRs.
  • Markdown only. Synced via iCloud.
  • Read by every Claude surface.
  • Path: Claude 2/20 Projects/<Name>/.

Claude Assets — for outputs

  1. Word, PowerPoint, Excel, PDFs.
  2. One folder per project, mirrored to vault names.
  3. outputs/{current, sent, superseded}/ per project.
  4. Path: 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

MCPs — connectors into the rest of the stack

ConnectorWhat it providesWhere it lands
GmailRead inbox, draft replies in voiceDaily review, email triage
Mac Calendar (osascript)All Work calendars — iCloud + Aazzur/morning-brief
GranolaMeeting transcripts, post-call insights/digest
Google DriveExternal docs shared with meResearch, due diligence
Desktop CommanderFull disk access for iCloud pathsVault + Claude Assets read/write
GitHubCode, deployments, plugin builds70 Code/, deployment tracker

All MCPs scoped to read or draft only — sends require explicit approval per red lines.

17

Hard rules and red lines

RuleWhy it exists
Never delete or overwriteMove displaced files to _scrap/ in same folder. Recovery always possible.
Never send communicationsClaude drafts; I approve and send. No auto-send, no auto-schedule.
Always batch readsread_multiple_files — faster, atomic context.
Show a plan firstNon-trivial task → plan → approval → execute.
Match audience languageSpanish to Spanish recipients. English to English. Not the language of my prompt.
Red lines on sensitive materialInvestor, legal, compliance, financial, external sharing — explicit confirmation, no exceptions. Bypasses umbral.

Canon: 10 System/my-rules.md. Read every session via boot.

18

What I've built with this system

CategoryExamplesHow
Live websitesormeria.com, aristeia-press.comCloudflare Pages, deployed from local with one command. Tracked in 30 Areas/Deployments/deployment-tracker.md.
Custom skillsdraft-document, draft-presentation, design-lens, email-en/es, due-diligence-research, horizon-architect, brand-voice suite, fund-admin suiteCowork plugin system. Versioned, shareable.
Plugins (custom)strategy-practice, plus pulled Anthropic-built plugins (legal, IB, wealth-management, lseg, brand-voice, product-management, fund-admin)Self-built + plugin registry.
Scheduled automationsnightly-state-update, session-transcript-backup, deployment-tracker, film-rights-daily-brief, plus morning-checkin, evening-wrap, sunday-gtd-review, daily-email-triage (disabled), sync-skills-to-github~/Documents/Claude/Scheduled/ — symlinked into vault.
Code projectsAlgordian (architecture, decisions, roadmap in 70 Code/); Nemo (banking RFP prototype iterations v2.0 → v3.6)Iterative builds — Claude Code in terminal. Session-notes pattern for precise change capture.
Documents at scaleMemos, decks, briefs, board papers, investment memos, deal teasers, CIM drafts, comp analyses, due diligence packs — bilingualSame voice files, same templates, every time. Pyramid Principle scaffold.
System architectureMemory mirror (Cowork → vault one-way), transcript archive policy, three-tracks session-close, system-overview canonical orientation, ADR system at both system and project levelsForward-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 principle — modular, reusable, controlled, emergent

1

Modular

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

2

Emergent

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

3

Controlled

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.