Client Onboard

client-onboard

When to use

USE when:

• Opening a client repo that has NO CLAUDE.md at root
• Spinning up a new client project (travel site, agency site, jewelry, fashion, car dealer, health clinic, etc.)
• An existing repo's CLAUDE.md is stale/bloated (>200 lines) and needs a rebuild

SKIP when:

• Repo already has a tight, current CLAUDE.md (just edit it, don't regenerate)
• Not a code repo (use /daily or brain notes instead)

Core rule (from claude-code-mastery)

CLAUDE.md = facts always true. Skill = procedures you'd re-paste.

If a step is a repeatable PROCEDURE (deploy dance, audit format, content batch), do NOT bloat CLAUDE.md with it — note it and suggest building a Skill. CLAUDE.md only holds: the what (stack), the why (architecture rationale), the how (conventions + the exact build/deploy commands for THIS repo).

Hard limits:

• CLAUDE.md < 200 lines. Over = bloat → cut to facts.
• Casing is ALWAYS CLAUDE.md (uppercase). Never claude.md / Claude.md.

Inputs required

1. Repo path — defaults to cwd
2. Client name / slug — e.g. your-site, travel-client (infer from dir name, confirm)
3. Live URL (optional) — for deploy context + MCP wiring
4. Is it a video repo? — only then bake NVENC gotcha (auto-detected, confirm)

If client/stack ambiguous → ASK before writing. Never invent a deploy target.

The 7-step recipe

1. Pre-flight + casing guard

cd <repo>
git rev-parse --is-inside-work-tree 2>/dev/null && echo "git repo" || echo "NOT a git repo"
# Casing guard: detect lowercase dup that Windows hides but git tracks
git ls-files | grep -iE '(^|/)claude\.md$' || true
ls -la | grep -iE 'claude\.md' || true

If a lowercase claude.md exists → WARN loudly. On case-insensitive Windows it silently shadows CLAUDE.md; Claude Code only auto-loads the uppercase name. Fix:

git mv claude.md CLAUDE.md.tmp && git mv CLAUDE.md.tmp CLAUDE.md   # two-step: Windows needs it

2. Detect project type

Probe files at root (and one level down). First match wins; a repo can be multi-type.

# quick probes
test -f style.css && grep -l "Theme Name:" style.css 2>/dev/null && echo "TYPE: wp-theme"
test -f next.config.js -o -f next.config.mjs -o -f next.config.ts && echo "TYPE: react-next"
test -f package.json && grep -qE '"(next|react)"' package.json && echo "TYPE: react-next"
test -f index.html && test ! -f package.json && echo "TYPE: static"
grep -rlE '"nodes"\s*:' --include='*.json' . 2>/dev/null | head -1 && echo "TYPE: n8n (maybe)"
ls *.mp4 *.mov *.mkv 2>/dev/null | head -1 && echo "TYPE: video (maybe)"

3. Pull the RIGHT deploy gotcha (the load-bearing step)

Pick deploy block by client + type. NEVER mix these up.

4. Bake video gotcha — ONLY if video repo

If and only if TYPE includes video, add to CLAUDE.md:

- ffmpeg on this box: NVENC is BROKEN → always encode with libx264.
- Alpha .mov overlays fail → use PNG sequences/stills instead.
- Talking-head: face-safe right-panel pattern (see memory: video-edit-gotchas).

Do NOT add this to non-video repos.

5. Generate CLAUDE.md (< 200 lines)

Use the template below. Fill every <...>. Cut anything that isn't a durable fact. Procedures → list under "Procedures (build as Skills)" with a one-line pointer, NOT full steps.

6. Scaffold .claude/ + gitignore + MCP note

mkdir -p .claude
# starter settings (permissions only — keep minimal)
test -f .claude/settings.json || cat > .claude/settings.json <<'JSON'
{ "permissions": { "allow": [], "deny": [] } }
JSON

# CLAUDE.local.md = personal/secret context, never committed
grep -qxF 'CLAUDE.local.md' .gitignore 2>/dev/null || echo 'CLAUDE.local.md' >> .gitignore
grep -qxF '.claude/settings.local.json' .gitignore 2>/dev/null || echo '.claude/settings.local.json' >> .gitignore

MCP suggestion (print, don't auto-wire — needs creds):

• Hostinger-hosted client site → suggest hostinger-mcp (DNS, deploy WP theme/plugin, File Manager).
• Lead-gen / CRM client → suggest ghl MCP (contacts, social posting, conversations).
• React/Next on Vercel → suggest vercel auth (deploy logs, env).
• n8n repo → suggest n8n-mcp (search/validate nodes, validate workflow).

7. Output checklist

Print exactly what was created + next steps (template at bottom).

CLAUDE.md template (copy-fill, keep < 200 lines)

# <Client Name> — <one-line what this repo is>

## Stack (the what)

- Type: <wp-theme | react-next | static | n8n | video>
- Lang/Framework: <e.g. WordPress (PHP), Next.js 14 / React, vanilla HTML+JS>
- Hosting: <Hostinger | Vercel | n8n instance>
- Live URL: <https://...>
- Key deps: <list 3-6 that matter; from package.json / composer.json>

## Architecture rationale (the why)

- <Why this structure. e.g. "Standalone plugin so LoginPress is removable.">
- <Key constraint that shapes the code. e.g. "Italian client → IT copy via gettext, never hardcoded.">
- <Any hard-won decision. e.g. "CSS-first login styling, no DOM surgery on register.">

## Conventions (the how)

- File layout: <where things live>
- Naming: <conventions>
- Do: <repo-specific musts>
- Don't: <repo-specific traps>

## Build & deploy commands

\`\`\`bash
<build cmd, e.g. npm run build | or "no build step">
\`\`\`
DEPLOY (read carefully — this repo's truth):
<paste the exact deploy gotcha block from step 3>

## Gotchas

- <repo-specific landmines>
  <video-only: NVENC broken → libx264; alpha .mov fails → PNG>

## Procedures (build as Skills, NOT in this file)

- <repeatable workflow> → suggest Skill: <name>

Casing rule (enforced)

• Canonical filename is CLAUDE.md — uppercase, every time.
• Claude Code auto-loads CLAUDE.md; a lowercase claude.md is silently ignored on load but tracked by git → split-brain.
• On Windows (case-insensitive FS) the dup hides. ALWAYS check git ls-files | grep -i claude.md in step 1 and warn.
• CLAUDE.local.md = your private, gitignored layer (secrets, personal notes). Never committed.

Output checklist template

CLIENT ONBOARDED: <slug>
Detected type:  <type(s)>
Deploy target:  <Hostinger manual ZIP | Vercel | n8n import | render-only>

Created:
  [x] CLAUDE.md            (<N> lines, < 200 ✓)
  [x] .claude/settings.json
  [x] .gitignore           (+ CLAUDE.local.md, .claude/settings.local.json)
Warnings:
  [<x|->] lowercase claude.md dup  <none | FOUND — renamed>
Suggested MCP (wire with creds):
  - <hostinger-mcp | ghl | vercel | n8n-mcp>
Suggested Skills (procedures, not facts):
  - <skill ideas surfaced during scan>

NEXT:
  1. Review CLAUDE.md — fill any <...> placeholders I couldn't infer.
  2. git add CLAUDE.md .claude/settings.json .gitignore && commit.
  3. Wire suggested MCP if working the live site this session.
  4. Open a fresh session so CLAUDE.md auto-loads.

Known client cheat-sheet (example slugs)

Anti-patterns

• ❌ Writing a 400-line CLAUDE.md (it's facts, not docs — cut to < 200)
• ❌ Putting procedures in CLAUDE.md (those become Skills)
• ❌ Saying "deploy via git push" for a Hostinger Node app (it's manual Hostinger ZIP)
• ❌ Baking NVENC/libx264 into a non-video repo
• ❌ Lowercase claude.md (won't auto-load; creates a dup)
• ❌ Auto-wiring MCP with no creds (suggest, then let user add tokens)
• ❌ Committing CLAUDE.local.md (it's the gitignored private layer)
• ❌ Inventing a deploy target — ASK if host is unknown