# Claude Copilot User Journey > This guide walks through the complete journey from first discovering Claude Copilot to being productive with a full team of AI specialists. - Skill: `tools-only/claude-copilot-user-journey` (Agent Skill, multi-file: 3 files) - Install (CLI): `npx skillmds@latest add tools-only/claude-copilot-user-journey` - Raw SKILL.md: https://api.skillmd.com/api/skills/tools-only/claude-copilot-user-journey/raw - Safety review: pending (external: skill-scanner PASS, skillspector CAUTION) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: tools-only (https://skillmd.com/u/tools-only) - Updated: 2026-09-29 - Page: https://skillmd.com/skills/tools-only/claude-copilot-user-journey --- # Claude Copilot User Journey This guide walks through the complete journey from first discovering Claude Copilot to being productive with a full team of AI specialists. --- ## Quick Start Decision Matrix | I am... | Start Here | Required Steps | Time | |---------|------------|----------------|------| | **First-time user (solo)** | Phase 1 → Phase 4 | Clone → Machine Setup → Project Setup → Work | 15-30 min | | **First-time user (team member)** | Phase 1 → Phase 6 | Clone → Machine Setup → Clone Team Knowledge → Link → Project Setup | 20-40 min | | **Have Copilot, new project** | Phase 3 | `/setup-project` in project | 2-5 min | | **Resuming work** | `/continue` | Just load and continue | Instant | | **Setting up team knowledge** | Phase 5 | `/knowledge-copilot` | 30-60 min | | **Team lead (first time)** | Phase 1 → Phase 5 | Full setup + knowledge creation | 60-90 min | ## Overview ``` ┌─────────────────────────────────────────────────────────────────┐ │ 1. Clone │ One-time: Get the framework │ ├─────────────────────────────────────────────────────────────────┤ │ 2. Machine Setup │ One-time: Build servers, install commands │ ├─────────────────────────────────────────────────────────────────┤ │ 3. Project Setup │ Per-project: Configure and copy files │ ├─────────────────────────────────────────────────────────────────┤ │ 4. Start Working │ /protocol or /continue │ ├─────────────────────────────────────────────────────────────────┤ │ 5. Knowledge │ Optional: Build shared company knowledge │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Phase 1: Discovery & Installation You've discovered Claude Copilot and want to try it. ### Step 1: Clone the Repository ```bash mkdir -p ~/.claude cd ~/.claude git clone https://github.com/Everyone-Needs-A-Copilot/claude-copilot.git copilot ``` **What you now have:** ``` ~/.claude/copilot/ ├── mcp-servers/ ← Not built yet │ ├── copilot-memory/ ← Persistence layer │ └── skills-copilot/ ← Knowledge layer ├── .claude/ │ ├── agents/ ← 12 agent definitions (markdown) │ └── commands/ ← Slash commands (markdown) ├── templates/ ← Project templates ├── SETUP.md ← Setup instructions └── README.md ← Documentation ``` --- ## Phase 2: Machine Setup This is done once per machine. It builds the MCP servers and installs global commands. ### Step 2: Open Claude Code in the Copilot Directory ```bash cd ~/.claude/copilot claude ``` ### Step 3: Run Machine Setup Since Claude Copilot isn't configured yet, you need to reference the setup file directly or use the `/setup` command (which only works in `~/.claude/copilot`): ``` Read @~/.claude/copilot/SETUP.md and set up Claude Copilot on this machine ``` Or simply: ``` /setup ``` **What happens:** 1. **Prerequisites check** - Verifies Node.js 18+ and build tools 2. **Build Memory Server** - `npm install && npm run build` 3. **Build Skills Server** - `npm install && npm run build` 4. **Create directories** - `~/.claude/memory/` and `~/.claude/tasks/` for databases 6. **Install global commands** - Copies `/setup-project`, `/update-project`, `/update-copilot`, and `/knowledge-copilot` to `~/.claude/commands/` 7. **Check for knowledge** - Detects existing knowledge repository **What you now have:** ``` ~/.claude/ ├── copilot/ │ └── mcp-servers/ │ ├── copilot-memory/dist/ ← Built! │ └── skills-copilot/dist/ ← Built! ├── commands/ ← NEW │ ├── setup-project.md ← Works in any folder │ ├── update-project.md ← Works in any folder │ ├── update-copilot.md ← Works in any folder │ └── knowledge-copilot.md ← Works in any folder ├── memory/ ← NEW - Memory database storage └── tasks/ ← NEW - Task database storage ``` **You'll see:** ``` Machine Setup Complete! What's ready: - Memory Server - Persists decisions, lessons, and progress - Skills Server - Powers agents and knowledge search - Task Management - Use `tc` CLI for PRDs, tasks, and work products - 12 Specialized Agents - Expert guidance for any task - Global Commands - /setup-project, /update-project, /update-copilot, and /knowledge-copilot work anywhere Next: Set up a project Open Claude Code in any project directory and run /setup-project ``` --- ## Phase 3: Project Setup This is done for each project you want to use with Claude Copilot. ### Step 4: Open Claude Code in Your Project ```bash cd ~/my-project # Can be empty or existing code claude ``` ### Step 5: Run Project Setup ``` /setup-project ``` This works because `/setup-project` was installed globally in Phase 2. **What happens:** 1. **Detect setup type** - Recognizes this is project setup (not machine) 2. **Verify machine setup** - Confirms MCP servers are built 3. **Create directories** - `.claude/commands/`, `.claude/agents/`, `.claude/skills/` 4. **Copy files** - All agents and commands 5. **Create .mcp.json** - MCP server configuration with correct paths 6. **Detect knowledge** - Checks for global knowledge repository 7. **Ask about project** - Description and tech stack 8. **Create CLAUDE.md** - Project instructions from template **What you now have:** ``` ~/my-project/ ├── .mcp.json ← MCP server configuration ├── CLAUDE.md ← Project instructions for Claude └── .claude/ ├── commands/ ← /protocol, /continue, etc. ├── agents/ ← 12 specialist agents └── skills/ ← For project-specific skills ``` **You'll see:** ``` Project Setup Complete! Created: - .mcp.json - MCP server configuration - CLAUDE.md - Project instructions - .claude/commands/ - Protocol commands - .claude/agents/ - 14 lean agents (under 120 lines each) - .claude/skills/ - For project-specific skills Next steps: 1. Restart Claude Code to load the MCP servers 2. Run /mcp to verify servers are connected 3. Run /protocol to start working ``` --- ## Phase 4: Start Working ### Step 6: Restart Claude Code ```bash claude ``` This loads the MCP servers configured in `.mcp.json`. ### Step 7: Verify Setup ``` /mcp ``` You should see: ``` ● copilot-memory ● skills-copilot ``` ### Step 8: Start Working **For new work:** ``` /protocol ``` This activates the Agent-First Protocol: - Every request is classified (bug fix, feature, architecture, etc.) - Routed to the appropriate specialist agent - Agent investigates before responding - You approve before execution **To resume previous work:** ``` /continue ``` This loads from Memory Copilot: - Current initiative and status - What you've completed - Decisions made and why - Exactly where to pick up --- ## Phase 5: Knowledge Setup (Optional) Shared knowledge lets you document company information once and access it in every project. ### Step 9: Create Knowledge Repository ``` /knowledge-copilot ``` **You'll be asked:** 1. **Mode** - Create new or link existing? 2. **Location** - Where to create (recommend `~/company-knowledge`) 3. **Company name** - Used for folder and manifest **What happens:** 1. Creates Git repository at chosen location 2. Creates directory structure: ``` ~/company-knowledge/ ├── knowledge-manifest.json ├── 01-company/ ├── 02-voice/ ├── 03-products/ ├── 04-standards/ └── README.md ``` 3. Creates symlink: `~/.claude/knowledge → ~/company-knowledge` ### Step 10: Guided Discovery Knowledge Copilot guides you through documenting: | Phase | What You Define | |-------|-----------------| | **Foundation** | Company origin, values, mission | | **Voice** | Communication style, terminology | | **Products/Services** | What you offer, for whom | | **Standards** | Development, design, operations | | **Agent Extensions** | Custom agent behaviors (optional) | ### Step 11: Push to GitHub ``` /knowledge-copilot ``` Choose to push to GitHub for team sharing: 1. Create private repo on GitHub 2. Add remote and push 3. Team members can clone and link --- ## Phase 6: Team Member Onboarding When a new team member joins: ### Their Setup ```bash # 1. Clone Claude Copilot mkdir -p ~/.claude && cd ~/.claude git clone https://github.com/Everyone-Needs-A-Copilot/claude-copilot.git copilot # 2. Machine setup cd ~/.claude/copilot && claude > Read @~/.claude/copilot/SETUP.md and set up Claude Copilot on this machine # 3. Clone team knowledge git clone git@github.com:your-org/company-knowledge.git ~/company-knowledge # 4. Link knowledge claude > /knowledge-copilot > Choose "Link existing repository" > Enter: ~/company-knowledge # 5. Set up project cd ~/work-project && claude > /setup-project ``` **Result:** Team member has identical setup—same agents, same knowledge, same experience. --- ## Visual Summary ``` ┌─────────────────────────────────────────────────────────────────┐ │ FIRST TIME USER │ └─────────────────────────────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 1. git clone ... ~/.claude/copilot │ └─────────────────────────────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 2. cd ~/.claude/copilot && claude │ │ "Read @~/.claude/copilot/SETUP.md and set up..." OR /setup │ │ │ │ ✓ Builds MCP servers │ │ ✓ Installs /setup-project and other global commands │ └─────────────────────────────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 3. cd ~/any-project && claude │ │ /setup-project │ │ │ │ ✓ Creates .mcp.json │ │ ✓ Copies agents & commands │ │ ✓ Creates CLAUDE.md │ └─────────────────────────────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 4. Restart claude │ │ /protocol ← Start working! │ └─────────────────────────────────────────────────────────────────┘ │ ▼ (optional) ┌─────────────────────────────────────────────────────────────────┐ │ 5. /knowledge-copilot │ │ │ │ ✓ Creates ~/company-knowledge/ │ │ ✓ Guides discovery │ │ ✓ Helps push to GitHub │ │ ✓ Links to ~/.claude/knowledge │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## What's Installed Where | Location | What | Purpose | |----------|------|---------| | `~/.claude/copilot/` | Framework | Source of truth for agents, commands, servers | | `~/.claude/commands/` | Global commands | `/setup-project`, `/update-project`, `/update-copilot`, and `/knowledge-copilot` work anywhere | | `~/.claude/memory/` | Memory databases | SQLite databases for decisions, lessons, initiatives | | `~/.claude/tasks/` | Task databases | SQLite databases for PRDs, tasks, work products (managed by `tc` CLI) | | `~/.claude/knowledge/` | Symlink | Points to your knowledge repository | | `~/[company]-knowledge/` | Knowledge repo | Git-managed, shareable via GitHub | | `[project]/.mcp.json` | Config | MCP server configuration for this project | | `[project]/CLAUDE.md` | Instructions | Project-specific guidance for Claude | | `[project]/.claude/` | Local copies | Agents, commands, skills for this project | --- ## Troubleshooting ### /setup-project not found in empty folder Machine setup hasn't been run. Go to `~/.claude/copilot` and run: ``` Read @~/.claude/copilot/SETUP.md and set up Claude Copilot on this machine ``` Or simply: ``` /setup ``` Note: `/setup` only works when run from `~/.claude/copilot`. For projects, use `/setup-project`. ### MCP servers not connecting 1. Check `.mcp.json` uses absolute paths (not `~`) 2. Verify all servers are built: `ls ~/.claude/copilot/mcp-servers/*/dist/index.js` - Should show: `copilot-memory`, `skills-copilot` 3. Restart Claude Code ### Knowledge not found 1. Check symlink exists: `ls -la ~/.claude/knowledge` 2. Verify manifest: `cat ~/.claude/knowledge/knowledge-manifest.json` 3. Re-run `/knowledge-copilot` to link --- ## Next Steps - [Meet Your Team](AGENTS.md) - Learn about all 12 specialist agents - [Configuration Guide](CONFIGURATION.md) - Detailed setup options - [Customization](CUSTOMIZATION.md) - Extend and personalize - [Philosophy](PHILOSOPHY.md) - Why we built it this way