# M5 Onboard

> End-to-end onboarding for a freshly-plugged-in M5Stack ESP32 device — detect it on USB, identify the exact model, flash UIFlow 2.0 firmware, and install a MicroPython app bundle (e.g. the Claude Buddy + Hello + Snake payload) so the device boots into user software instead of UIFlow's pairing screen. Works on macOS, Linux, and Windows; Python, esptool, and pyserial are auto-installed by the skill if missing. The apps we ship run over BLE / USB. Use this skill whenever the user mentions an M5Stack, M5Core, M5Stick, Cardputer, Cardputer-Adv, CoreS3, Core2, UIFlow, "flashing" or "provisioning" an ESP32 dev board, or plugs in "a new device" after previously working with M5Stack hardware. Also use it if the user asks to push app .py files onto an already-flashed device, install "the games" or "buddy" onto a board, or reset one to factory UIFlow. Trigger even when the user doesn't explicitly name the skill — "I have another one of these", "same thing for this device", "put the game on this one too", "m5-onboard", or

- Skill: `moremas/m5-onboard` (Agent Skill, multi-file: 49 files)
- Install (CLI): `npx skillmds@latest add moremas/m5-onboard`
- Raw SKILL.md: https://api.skillmd.com/api/skills/moremas/m5-onboard/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: moremas (https://skillmd.com/u/moremas)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/moremas/m5-onboard

---


# M5Stack Onboarding

This skill automates the full cold-start workflow for an M5Stack ESP32 device: detect on USB, identify model, flash UIFlow 2.0, and push a MicroPython app bundle onto `/flash/` so the device boots into user software. The apps we ship (Claude Buddy, Snake, Hello) talk over BLE or USB. The workflow runs on macOS, Linux, and Windows; the skill was developed against an M5Stack Basic v2.6 (CH9102 bridge, ESP32-D0WDQ6-V3, 16 MB flash) and generalized to cover the rest of the Core family, with the Cardputer-Adv (ESP32-S3, native USB) as the current default target.

## Installation (one-time, per machine)

The skill lives at `.claude/skills/m5-onboard/` inside this repo, so Claude Code auto-discovers it whenever the repo is added as a plugin (or the repo is opened as the working directory and `.claude/skills/` is on the discovery path). No symlink step is needed in the normal case — clone the repo, point Claude Code at it, and the skill is live.

```bash
git clone <m5stack repo>             # anywhere — clone location doesn't matter
```

The `buddy/` sibling directory ships in the same repo, so `--apps buddy` works out of the box after a single clone — the skill resolves the bundle relative to its own install location (via `os.path.realpath(__file__)`), so the repo can live anywhere on disk. `~/Downloads/m5stack/buddy/device` and `~/Desktop/m5stack/buddy/device` are checked as conventional fallbacks if the script-relative path doesn't pan out. Set `M5_BUDDY_DIR` only if you want to point at a different bundle than the one bundled with this clone — see the Platform notes section.

## When to use

Use this when a user plugs in an M5Stack device and wants it provisioned. The decision tree:

- **Fresh/unknown device** → run `onboard.py --apps buddy` end-to-end (detect → identify → flash → install apps). This is the default path.
- **Already-flashed device, user just wants apps installed/refreshed** → run `install_apps.py --src buddy` (or any `--src <path>` to a directory of `.py` files).
- **Flashed device, something feels broken** → run `smoke_test.py` (I2C + LCD + speaker + button check).
- **User wants to know what's on the bus / what the device can do** → `smoke_test.py`.

If multiple devices are plugged in, ask which port to target — don't guess. If the user is provisioning a device they previously worked with (e.g. "same thing as last time" or "another Buddy"), default to `--apps buddy` unless they say otherwise.

### Which variant to assume

The rig this skill lives on provisions **Cardputer-Adv** boards overwhelmingly, so `onboard.py` now defaults to `--variant cardputer-adv`. In practice that means:

- If the user says nothing about the model, go with the default. They're almost certainly holding a Cardputer-Adv.
- If the user says "Cardputer" (no "Adv"), ask — the two models share a form factor but take different firmware images, and flashing the wrong one boot-loops the device.
- If the user names any other board ("Core2", "CoreS3", "Basic", "Fire"), pass the matching `--variant` explicitly — the default won't apply.
- The chip is ESP32-S3 either way, and `detect.py` won't be able to tell Cardputer from Cardputer-Adv before UIFlow is flashed (same native USB-JTAG VID, no pre-flash I2C probe). So this is a user-intent question, not a hardware-fingerprint one.

## The workflow

The main orchestrator is `scripts/onboard.py`. It drives the sub-scripts in order and handles the handoffs between them (waiting for reboots, capturing MAC, reporting progress). Prefer calling it directly over stitching the sub-scripts yourself unless the user asks for a partial run.

The default provisioning command (fresh Cardputer-Adv, install the buddy bundle):

```
python3 scripts/onboard.py --apps buddy
```

**How to invoke this from Claude Code's Bash tool.** Do NOT call `onboard.py` as a foreground Bash command. The Bash tool captures output and does not stream it back to the assistant until the command exits — and this command runs 2–3 minutes. That silence looks identical to a hang, and the assistant will usually give up before the button-dance prompt ever reaches the user. Instead, always run with `run_in_background: true`, `tee` to a log file, and then use the Monitor tool (or periodic `tail` via Read) to surface stage banners, heartbeats, and prompts to the user in real time. `2>&1` is not the fix — all progress already writes to stderr, which a terminal shows fine. The fix is streaming semantics, not redirection. The pattern that works:

```
# Launch (background, tee log):
python3 scripts/onboard.py --apps buddy 2>&1 | tee /tmp/m5-onboard.log

# Monitor (surfaces key events without drowning in byte-progress spam):
tail -f /tmp/m5-onboard.log | grep -E --line-buffered \
  "^====|heartbeat|Heads up|Enter download mode|download mode!|rebooted into UIFlow|Manual reset|DONE|ERROR|Error|Traceback|FAIL|failed|No USB|not detected|Attempt [0-9]|Device already in download|Download mode port|Post-flash port|Waiting for device"
```

Users running `onboard.py` directly in their own terminal (not via Claude Code) will see all output live — no changes needed there.

If `--port` is omitted, `detect.py` picks the most likely candidate across all three OSes: native-USB ESP32-S3 (`/dev/cu.usbmodem*` on macOS, `/dev/ttyACM*` on Linux, `COMx` on Windows), or a CH9102/CP210x UART bridge on older boards. Bluetooth-serial ports are filtered out. If multiple candidates are present, it asks.

The known apps name `buddy` resolves to the `buddy/device/` directory in this repo (custom launcher + Hello + Claude Buddy BLE client + Snake). Any other `--apps` value is treated as a filesystem path.

To skip re-flashing and just push (or refresh) the apps onto an already-provisioned device:

```
python3 scripts/install_apps.py --port <PORT> --src buddy
```

Where `<PORT>` is whatever `detect.py` printed on the last full run — for example `/dev/cu.usbmodem1101`, `/dev/ttyACM0`, or `COM3`.

### Stages

1. **Detect** (`detect.py`) — enumerate serial ports, filter to USB-UART bridges (CH9102 vendor `0x1A86`, Silabs CP210x `0x10C4`, FTDI `0x0403`) or the ESP32-S3 native USB-JTAG interface (`0x303A`). Probe with esptool to confirm the chip. Port names differ per OS (`/dev/cu.usbmodem*` on macOS, `/dev/ttyACM*`/`ttyUSB*` on Linux, `COMx` on Windows) but pyserial abstracts that.
2. **Identify** (`detect.py`) — alongside port discovery, `detect.py` reads the factory-test partition signature and/or scans I2C once UIFlow is on, and cross-references `references/hardware_signatures.md` to suggest the right firmware variant (Basic-16MB, Core2, CoreS3, Cardputer-Adv, etc.). User-facing variant choice happens via `onboard.py --variant`; there is no separate `detect.py --identify` flag.
3. **Fetch firmware** (`fetch_firmware.py`) — query the M5Burner manifest API and download the appropriate UIFlow 2.0 binary into the system temp dir. Cached between runs — safe to clear the cache anytime, it just re-downloads.
4. **Flash** (`flash.py`) — `esptool write_flash 0x0 <image>` at **460800 baud** for UART bridges, `--no-stub` at 115200 baud for native-USB S3 devices. 921600 fails intermittently on the CH9102 bridge — do not increase it. Native-USB flash can intermittently throw `Lost connection, retrying` mid-erase; esptool recovers. The post-flash `watchdog-reset` teardown step can fail even when the flash itself succeeded — `flash.py` parses esptool's stdout, treats that specific failure pattern as non-fatal when `Hash of data verified` appeared, and `onboard.py` falls back to `flash.native_reset()` and then manual-RESET coaching if needed.
5. **Install apps** (optional, `install_apps.py`) — paste-mode REPL upload of every `.py` from a source directory into `/flash/`, then reboot via `repl_reset` (DTR/RTS is a no-op on native USB — don't reach for it). Source layout: root `*.py` → `/flash/`, `apps/*.py` → `/flash/apps/` (UIFlow's stock launcher scans that). When the bundle ships a root `main.py`, `install_apps.py` also sets NVS `boot_option=2` so UIFlow's own launcher doesn't run and our `main.py` takes over the boot flow — critical for BLE-using apps on ESP32-S3 (see gotchas below).
6. **Smoke test** (optional, `smoke_test.py`) — I2C scan, LCD test pattern, speaker beep, button read.

## Critical gotchas (baked into the scripts — do not second-guess)

These are things the scripts already handle correctly but which you should not override if the user asks you to "just run esptool manually" or similar:

- **Native-USB ESP32-S3 boards (Cardputer, Cardputer-Adv, CoreS3) require a physical BtnG0+BtnRST dance to enter download mode.** There is no software path. The chip has no DTR/RTS bridge, so nothing esptool or pyserial can do will put it into the ROM bootloader — the user has to hold GPIO0 low across a reset pulse with the hardware buttons. On Cardputer-Adv specifically both buttons (BtnG0 and BtnRST) are on the **back of the device** — small, flush-mounted, often easiest to press with a fingernail. `onboard.py:_wait_for_download_port` prompts for this at runtime during FLASH; the exact sequence to walk the user through is:

  1. **Press and HOLD BtnG0.**
  2. **While still holding BtnG0, briefly press BtnRST** (a tap — don't hold it).
  3. **Release BtnRST first**, then keep holding BtnG0 for ~1 more second.
  4. **Release BtnG0.** The screen should now be fully dark — that's how you know the device is in download mode.

  If the device reboots back into UIFlow instead, BtnG0 was released too early — the coaching retries and tells the user to hold it longer. Do NOT try to automate this with `esptool --before default_reset` or pyserial's DTR/RTS; both are no-ops on native USB (the pins aren't wired to EN), and adding them just hides the real prompt. Keep the SKILL.md steps above and the runtime prompt in `onboard.py:_wait_for_download_port` in sync — they're the same four steps in two places.
- **Do not unplug the device during FLASH.** Especially on native USB. A mid-flash disconnect leaves the internal flash in an inconsistent state. Mask ROM is usually reachable afterwards (press BtnG0 alone on the back, or do the full BtnG0+BtnRST dance), so the recovery is just to re-run `m5-onboard go` — it's idempotent and will re-enter download mode, re-flash, re-push apps. Don't panic and don't start opening the case; the mask ROM is in silicon and survives a corrupted flash as long as the USB PHY is intact.
- **Baud rate is 460800 on UART bridges, 115200 with `--no-stub` on native USB.** Not 921600 on either. The CH9102 bridge loses sync on `erase_flash` at 921600 (not theoretical — it fails). Native USB's stub-baud-bump path produces "Lost connection" mid-flash; 115200 no-stub is counterintuitively faster end-to-end because it never fails.
- **NVS writes must use `set_str`, not `set_blob`** *(relevant to `install_apps.py`'s `boot_option` setter).* UIFlow's startup calls `nvs.get_str()` and ESP-IDF tags blob and string entries separately. A blob-tagged key returns `ESP_ERR_NVS_NOT_FOUND` to `get_str`, and the device boot-loops. If a prior attempt wrote a blob, call `nvs.erase_key(name)` before `set_str`.
- **REPL multi-line blocks need paste mode.** Sending `try:`/`except:` line-by-line makes the REPL accumulate indentation forever. Use Ctrl-E to enter paste mode, send the block, Ctrl-D to execute. `mpy_repl.py` wraps this.
- **Hard reset is DTR=False, RTS=True, 100ms, RTS=False — but only on UART-bridge devices.** On native-USB ESP32-S3 boards the DTR/RTS lines aren't wired to EN/GPIO0, so that pulse is a silent no-op. Use `mpy_repl.repl_reset()` (sends `machine.reset()` through the REPL) for post-install reboots on those devices — `install_apps.py` already does this. If you bypass `install_apps.py` and stitch your own flow, don't reach for DTR/RTS on a usbmodem port and expect a reboot; files will be on disk but the old code will still be running. That regression bit us once.
- **The idle heap-debug loop is normal.** UIFlow 2.0 prints asyncio diagnostics while waiting at the pairing screen. Don't interpret it as a hang.
- **Cardputer-Adv (ESP32-S3) BLE peripherals require NVS `boot_option=2` + a custom `main.py`.** UIFlow's default `boot_option=1` starts a background Flow-pairing BLE advertise that wedges the NimBLE controller — subsequent `gap_advertise(adv_data=...)` calls from user code hit OSError(-519) "Memory Capacity Exceeded" regardless of payload shape, and the device ends up advertising with empty AD fields that iOS and the desktop Claude Buddy app filter out. The bundle's `main.py` lives at `/flash/` and takes over the boot flow (showing a simple menu over `/flash/apps/`), never touches BLE itself, and leaves the controller pristine for whichever app the user picks. `install_apps.py` now sets `boot_option=2` automatically when the bundle ships a root `main.py` — don't regress that behavior.

## After provisioning (what the user sees on the device)

Once `m5-onboard go` finishes at the `DONE` banner, the device is ready to use on its own:

- **Power.** Slide the switch on the right edge of the Cardputer-Adv to turn it on. Same switch turns it off. The board runs off its internal LiPo when unplugged; USB-C charges it.
- **Boot.** A short boot log scrolls, then the launcher menu appears automatically. The menu lists every `.py` in `/flash/apps/` plus the top-level `/flash/*.py` entries.
- **Navigation.** Arrow keys (or the keyboard's trackpoint-style cursor keys) scroll the menu; Enter launches the highlighted app; ESC returns to the launcher from inside an app.
- **Event WiFi auto-connect.** The bundle's `main.py` connects to a hard-coded event WiFi (SSID `cardputer`) on every boot and shows the result on the LCD before the launcher menu appears. Credentials live in `buddy/device/wifi_event.py`; the connect is best-effort and the launcher always continues even if the connect fails. If you're using this bundle outside the event, edit `wifi_event.py` or remove the `_connect_wifi_with_splash()` call from `main.py`.
- **Claude Buddy over BLE.** First time only: in Claude Desktop, **Help → Troubleshooting → Enable Developer Tools** (one-time, persists across launches). Then **Developer menu → Hardware Buddy → Connect**. BLE works regardless of the WiFi state — the link to Claude.app is local.
- **Getting back to UIFlow.** The buddy bundle ships only a `main.py` at `/flash/` (no replacement `boot.py`), so the stock UIFlow `boot.py` is never touched and there's no `boot_uiflow.py` backup to restore. Revert by removing our `main.py` from the device REPL: `os.remove('/flash/main.py')` followed by `machine.reset()`. UIFlow's stock launcher takes over on the next boot. To start completely fresh including the firmware, re-run the skill without `--apps`.

## Files

- `scripts/onboard.py` — main orchestrator
- `scripts/detect.py` — port discovery + chip ID
- `scripts/fetch_firmware.py` — M5Burner API + download
- `scripts/flash.py` — esptool wrapper
- `scripts/install_apps.py` — push a directory of `.py` files into `/flash/` via paste-mode REPL; backs up `boot.py` as `boot_uiflow.py` before overwriting; also writes the `boot_option` NVS key when the bundle ships a root `main.py`
- `scripts/smoke_test.py` — I2C + LCD + speaker + buttons
- `scripts/mpy_repl.py` — shared serial/REPL helpers (paste mode, hard reset, boot-log capture)
- `references/hardware_signatures.md` — chip + I2C fingerprints → model → firmware
- `references/uiflow2_nvs.md` — NVS key reference with types and failure modes

## Dependencies

- `pyserial` — vendored at `.claude/skills/m5-onboard/scripts/vendor/serial/` (pinned 3.5, BSD-3-Clause).
- `esptool` — pip dependency, declared in `requirements.txt`. Importable check happens via `importlib.util.find_spec("esptool")`; binary backstop search covers `~/Library/Python/*/bin/` on macOS, `~/.local/bin/` on Linux, `%APPDATA%\Python\Python3XX\Scripts\` on Windows.

`onboard.py` runs a preflight check at startup: if `esptool` (or, in the rare prune-vendor case, `pyserial`) is missing, it lists what's needed and asks the user whether to install now. On `Y` (or Enter) it runs `python -m pip install --user <missing>` in the current interpreter, then verifies. Inside a venv the `--user` flag is dropped so the install lands in the venv's site-packages. Non-interactive callers (piped stdin) get a manual-install hint instead of a prompt.

Python itself has to exist before this skill can do anything — you can't bootstrap an interpreter from inside one. Same story for `git` (needed once, to clone the skill and bundle repos). Claude's responsible for detecting both and installing whatever's missing *before* running any `scripts/*.py` invocation. Detection is just running `python3 --version` / `python --version` and `git --version` — if either fails, Claude fetches them with the host's native package manager before anything else.

**Per-OS dependency bootstrap (Claude's responsibility if missing):**

*Git:*

- **Windows** — `winget install -e --id Git.Git --silent --accept-source-agreements --accept-package-agreements`. Adds `git.exe` to PATH; may need a new shell for it to be visible.
- **macOS** — `/usr/bin/git` ships with Xcode Command Line Tools; `git --version` on a fresh macOS triggers the tools installer automatically. If you want to avoid the GUI prompt, install via `xcode-select --install` (still opens a dialog) or `brew install git`.
- **Linux** — `sudo apt-get install -y git` / `sudo dnf install -y git` / `sudo pacman -S --noconfirm git`.

*Python:*

- **Windows** — `winget install -e --id Python.Python.3.13 --silent --accept-source-agreements --accept-package-agreements`. Takes ~30 seconds, no UI, gets PATH right. If the current shell can't see `python` afterwards, tell the user to close and reopen the terminal (Windows updates PATH only on new shells).
- **macOS** — Python 3 is usually pre-installed as `/usr/bin/python3` on any current macOS (shipped by Apple). If for some reason it isn't, `brew install python@3.13` via Homebrew is the go-to; if Homebrew itself is missing, offer to install it via `/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"` (but only if the user confirms — Homebrew is a larger commitment than winget).
- **Linux** — use the distro package manager. Debian/Ubuntu: `sudo apt-get update && sudo apt-get install -y python3 python3-pip`. Fedora: `sudo dnf install -y python3 python3-pip`. Arch: `sudo pacman -S --noconfirm python python-pip`. You may need to sudo and should surface the password prompt to the user if needed.

**pyserial — bundled with the skill:**

A pinned `pyserial 3.5` ships under `scripts/vendor/` (BSD-3-Clause, Apache-compatible). Every script that imports `serial` calls `vendor_path.ensure_on_syspath()` before the first third-party import, which prepends `scripts/vendor/` to `sys.path`, so the vendored copy resolves regardless of whatever the user has system-wide. Net effect: port enumeration and REPL I/O work on a fresh clone with zero pip step. ~500 KB, pure-Python, same tree on macOS / Linux / Windows.

**esptool — pip dependency, auto-installed on first run:**

`esptool` is GPLv2+ and is intentionally **not** vendored — keeping the repository cleanly Apache-2.0 means the GPL bits live in the user's pip-managed environment, not in the tree. The skill's preflight checks for an importable `esptool` and, if missing, prompts to install it (`python -m pip install --user esptool` — `--user` dropped inside a venv so it lands in site-packages). For subprocess calls we use `[sys.executable, "-m", "esptool", ...]`; the subprocess inherits user-site so the pip-installed module imports cleanly. `requirements.txt` declares this for explicit setup; the prompt path is the default for first-time attendees who haven't run pip yet.

Non-interactive callers (piped stdin, CI) skip the prompt and get a `python -m pip install --user esptool` hint instead.

**Fallback if someone prunes `scripts/vendor/`:**

The same preflight path also re-installs pyserial via pip if the vendor copy is gone. This handles the case where someone downloaded a source-only zip that excluded vendor, or manually trimmed the repo to save space.

**USB driver — Windows-specific, only for older boards:**

The CH9102 USB-UART driver is still a manual install on Windows — WCH doesn't publish a winget manifest. Only needed for UART-bridge boards (Basic, Fire, Core2, StickC). Native-USB ESP32-S3 boards (Cardputer, Cardputer-Adv, CoreS3) enumerate as composite USB-CDC devices using Windows' in-box drivers and need no extra install.

## Platform notes

The skill runs on macOS, Linux, and Windows. Non-obvious bits:

- **Port naming.** pyserial abstracts the lookup but what the user sees looks different per OS. Pass whichever form `detect.py` reports:
  - macOS: `/dev/cu.usbmodem1101` (native USB) or `/dev/cu.usbserial-XXXX` (CH9102)
  - Linux: `/dev/ttyACM0` (native USB) or `/dev/ttyUSB0` (UART bridge)
  - Windows: `COM3`, `COM4`, etc. (Device Manager → Ports if unsure)
- **Linux permissions — read this before blaming hardware.** On most distros, accessing `/dev/ttyUSB*` / `/dev/ttyACM*` without sudo requires group membership (`dialout` on Debian/Ubuntu/Arch, `uucp` on Fedora). Symptom: `detect.py` finds the port, but the flash step fails with `Permission denied` or `Could not open port`. Fix once, long-term:
  ```bash
  sudo usermod -aG dialout $USER
  # log out / log back in — group change only takes effect for new sessions
  ```
  `sudo python3 scripts/onboard.py ...` works as a one-off but adding the group membership is strictly better because pyserial's port-open in user mode succeeds cleanly from then on.
- **Windows PATH gotchas.** Python's `pip install --user esptool` lands the executable in `%APPDATA%\Python\Python3XX\Scripts\`. If that directory isn't on PATH, `pip` prints a warning and nothing else picks up the install. `detect.py` looks there directly as a backstop, so the skill still works even without PATH fixed. But if you're invoking esptool outside the skill (or hitting "esptool not found" errors from other tools), either:
  - Re-run the Python installer and tick "Add Python to PATH" (the install's default), OR
  - Add `%APPDATA%\Python\Python3XX\Scripts` to PATH via System Properties → Environment Variables, OR
  - Use `python -m esptool ...` which always works regardless of PATH.
- **Windows Store Python.** Newer Windows 11 machines may have Python pre-installed via Microsoft Store. It works but has quirky PATH behavior (lives under `%LOCALAPPDATA%\Packages\PythonSoftwareFoundation.Python.*\`). `detect.py` checks that location too. If you have the choice, the `winget install Python.Python.3.13` version is more predictable.
- **Bundle path resolution.** `install_apps.py`'s `--src buddy` shorthand resolves in this order:
  1. `$M5_BUDDY_DIR` if set — explicit override, always wins. Useful when you want to point at a fork or a customized bundle that isn't in this clone.
  2. The `buddy/device/` directory inside this repo, found via `os.path.realpath(__file__)` walking up from `install_apps.py`. Works for any clone location.
  3. `~/Downloads/m5stack/buddy/device`.
  4. `~/Desktop/m5stack/buddy/device`.

  Most installs hit (2). Set `M5_BUDDY_DIR` only for the unusual case of pointing at a bundle outside this clone: `export M5_BUDDY_DIR=/path/to/buddy/device` (Unix) or `$env:M5_BUDDY_DIR="C:\path\to\buddy\device"` (PowerShell).
- **Firmware cache.** Downloaded firmware lands at `~/.cache/m5-onboard/` (or `$XDG_CACHE_HOME/m5-onboard/`), created at mode 0700 if missing. Cache files are MD5-verified at write time and re-verified on hit. Clearing the cache is safe; the next run re-downloads.

