# Onboard

Interactive vault setup and context loading.

- Repository: https://github.com/ballred/obsidian-claude-pkm (1886 stars)
- Category: AI and agents
- License: MIT
- Last updated: 2026-02-18
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add ballred/obsidian-claude-pkm --skill onboard -g -a claude-code -y`
Codex: `npx skills add ballred/obsidian-claude-pkm --skill onboard -g -a codex -y`
Cursor: `npx skills add ballred/obsidian-claude-pkm --skill onboard -g -a cursor -y`
Gemini CLI: `npx skills add ballred/obsidian-claude-pkm --skill onboard -g -a gemini-cli -y`

## Description

Interactive vault setup and context loading. On first run, personalizes your vault. On subsequent runs, loads full context. Use at start of session or when Claude needs full vault context.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Onboard Skill

Interactive vault setup (first run) and context loading (subsequent runs).

## Usage

```
/onboard                    # Full onboard (setup if first run, context load if not)
/onboard Projects/MyProject # Load specific project context
```

## First-Run Setup

If the file `FIRST_RUN` exists in the vault root, this is a new vault. Run the interactive setup:

### Step 1: Welcome
Greet the user and explain what will happen:
- "I'll ask a few questions to personalize your vault (~2 minutes)"
- "Your answers are saved locally in vault-config.json"
- "You can change these anytime by editing that file or running /onboard again"

### Step 2: Ask Questions

Use AskUserQuestion to ask these interactively:

**Question 1: Your name**
- "What should I call you?"
- Used for personalized prompts and greetings

**Question 2: Preferred review day**
- "What day do you prefer for your weekly review?"
- Options: Sunday (Recommended), Saturday, Monday, Friday
- Used by `/review` auto-detection and session-init nudges

**Question 3: Primary goal areas**
- "Which areas are most important to you right now? (Pick 2-4)"
- Options: Career & Professional, Health & Wellness, Relationships, Personal Growth
- Also offer: Financial, Creativity & Fun, Learning, Other
- multiSelect: true
- Used to customize goal template suggestions

**Question 4: Work style**
- "How do you prefer Claude to interact?"
- Options: Direct and concise (Recommended), Coaching and challenging, Detailed and thorough, Minimal, just do the task
- Sets output style preference

### Step 3: Save Configuration

Write `vault-config.json` in the vault root:
```json
{
  "name": "User's name",
  "reviewDay": "Sunday",
  "goalAreas": ["Career & Professional", "Health & Wellness"],
  "workStyle": "Direct and concise",
  "setupDate": "2026-02-15",
  "version": "3.1"
}
```

### Step 4: Personalize CLAUDE.md

The rest: https://github.com/ballred/obsidian-claude-pkm/blob/HEAD/vault-template/.claude/skills/onboard/SKILL.md