project-setup

End-to-end client engagement initialization for Claude (Cowork + Claude Code).

A new client signs. You run /project-setup. Five minutes later: Drive folder structure to create, Claude Project system prompt to paste, a phased project plan with an immediate next step, and (if claude-cortex is installed) a memory node so every future session has context from day one.

What it does

1. Interviews you about the new engagement (basics, scope, context, communication)
2. Generates outputs:
   • Drive folder structure (you create manually in your shared drive)
   • Claude Project system prompt (copy-paste ready)
   • Phased project plan + immediate next step (offers to execute)
   • Memory node (if claude-cortex is installed)

Install

Recommended: via the BrightWayAI marketplace.

/plugin marketplace add BrightWayAI/project-setup
/plugin install project-setup@project-setup

First-time setup

Run /setup-projects. Captures:

• Identity — you, your company, what you do
• Offerings — your service offerings, with names, durations, and which template applies to each
• Drive layout — where Active Clients lives, naming conventions, folder structure preferences
• Memory — whether claude-cortex is installed (drives whether memory init runs)
• Communication defaults — your default cadence for client comms

Saved to references/user-context.md (gitignored).

Customizing templates

The plugin ships with starter templates in references/templates/:

• drive-structure.md — folder layouts per offering
• claude-project-prompt.md — the system-prompt template
• project-plans.md — phased delivery plans per offering

Edit these to match your firm. They're committed to your fork (or to your local clone). Setup interview pulls offering names + durations from your user-context, but the structural templates are yours to customize.

Companion plugins

• claude-cortex — for memory node initialization. If not installed, project-setup skips Output 4.
• core-ops — for pipeline-analyst integration when reviewing recently-signed deals.

Works without them.

What's inside

.claude-plugin/plugin.json
commands/
  project-setup.md           Main interview + generation workflow
  setup-projects.md          Plugin configuration interview
skills/
  project-setup/SKILL.md     Auto-fires on new-engagement phrases
  setup/SKILL.md             Auto-fires on setup phrases
references/
  user-context.template.md   Structure (committed)
  user-context.md            Your config (gitignored)
  templates/
    drive-structure.md       Folder layouts (committed; user-editable)
    claude-project-prompt.md System prompt template
    project-plans.md         Phased plans per offering

License

MIT.