Prework
About 15 minutes, and it is mostly opening a folder. Do it the night before Day 1, while there is still time to ask if something breaks. We use the live session for the work, not for installs.
Do this today, not the night before
This is the only step that cannot be fixed at the last minute. Everything else is just opening folders.
Claude Code needs CLAUDE-PLAN. Open the desktop app, sign in, and confirm Claude Code opens. If it asks you to upgrade, do it now. If you get stuck here, that is the first thing to bring to support, today.
No-terminal path (recommended for most): install the Claude desktop app for Mac or Windows from DESKTOP-LINK, and sign in with the account you just checked.
Builder path (if you like the terminal): follow Anthropic's current setup page at code.claude.com/docs/en/getting-started.
# Mac, Linux, or WSL
curl -fsSL https://claude.ai/install.sh | bash
# Windows
winget install Anthropic.ClaudeCode
# confirm it worked
claude --version
This folder is your workspace. Everything lives inside it, including your skills. Nothing gets installed onto the rest of your computer, and you can delete the folder anytime to start over.
Already use git? Clone it instead: REPO-LINK. Either way, unzip or clone it somewhere you will find again, like Documents/claude-code-mastery.
In Claude Code, open that folder. Then run one command:
/vault-setup
It asks you a few short questions and fills in your workspace for you: your Script (the CLAUDE.md Claude reads first), your first client file, and today's note. That is it. You have a working workspace. On Day 1 we build on top of it.
You want one window that shows the same markdown Claude is writing. You can use the Claude desktop app's own file view, so this is optional. Obsidian is just a nicer window onto the exact same files.
If you want Obsidian: install it from OBSIDIAN-LINK, choose Open folder as vault, and point it at your workspace folder. Whatever you pick, you only need to be able to open one markdown file from your workspace and see it.
Firecrawl and Exa are MCPs: tools Claude loads only when it needs them, so they cost nothing until you use them. They need Node (from nodejs.org) and a free key from each service. This is the one step that touches the terminal, so it is fine to wait and do it together live.
claude mcp add exa -s user --env EXA_API_KEY=<your-key> -- npx -y exa-mcp-server
claude mcp add firecrawl -s user --env FIRECRAWL_API_KEY=<your-key> -- npx -y firecrawl-mcp
Keys at exa.ai and firecrawl.dev.
Prove it works
Not when it opens. When it can see your files and write one back. Run this in Claude Code from your workspace folder:
Read the files in this workspace and tell me what you can see.
Then create a file called ready-check.md with today's date, and tell me where you saved it.
You are ready when Claude names real files from the workspace (not invented ones), the new file exists, and you can open it outside Claude Code. If Claude cannot see your files, you opened it from the wrong folder. Reopen Claude Code from the workspace folder and run it again.
If something breaks
| Symptom | First fix |
|---|---|
| Claude Code will not open | Restart the terminal or app, confirm the install, and capture the exact error to bring to support. |
| Command not found | Confirm the install finished, then restart the terminal so it picks up the new command. |
| Claude cannot see the workspace | Open Claude Code from the actual workspace folder, then run the read prompt again. |
| The file shows in one app but not another | Both apps have to point at the same folder path. Confirm the path matches. |
| Windows: Bash or Git errors | Install Git for Windows, then restart the terminal. |
| No real task to bring | Pick the smallest annoying task from this week. It does not have to be big. |