Putting It All Together
A complete setup checklist and your first week roadmap with the Genesis Framework.
Last updated: March 2026
Complete Setup Checklist
My system went from zero to fully operational in 7 days. Day 1 was CLAUDE.md and a morning protocol — that alone saved 15 minutes per session. By day 7, I had 8 agents, 6 rules, enforcement hooks, and a knowledge base that was already capturing its first skills. Here is the exact sequence.
- 1Install Claude Code — the CLI tool from Anthropic that powers the entire system.
- 2Create ~/.claude/CLAUDE.md — your AI's identity file (Chapter 1 template).
- 3Create ~/life/ directory — your Life Repository with STATUS.md and AGENT_CONTEXT.md (Chapter 2).
- 4Define 3-5 agents — start with the five universals: chief-of-staff, researcher, file-executor, code-debugger, task-planner (Chapter 3).
- 5Create 3-5 rules in ~/.claude/rules/ — routing, read-before-write, observe-before-edit (Chapter 4).
- 6Create morning and evening protocols in ~/.claude/protocols/ (Chapter 5).
- 7Set up 1-2 enforcement hooks — start with the file access guard (Chapter 6).
- 8Create ~/life/docs/knowledge_index.md — your knowledge base master index (Chapter 7).
- 9Learn swarm deployment — practice a Hive-Micro (2-5 agents) on a real task (Chapter 8).
- 10Set up daily summaries — establish the continuity system (Chapter 9).
- 11Add 1-2 MCP servers — connect to tools you actually use daily (Chapter 10).
- 12Try an autonomous loop — pick a small, safe, measurable task and let it run (Chapter 11).
Your First Day
- 1Install Claude Code and create CLAUDE.md with your business context.
- 2Create the Life Repository with STATUS.md listing your top 3 priorities.
- 3Define the chief-of-staff agent and test the morning protocol.
- 4Define the file-executor agent and have it create a test file.
- 5Run your first evening protocol — verify the daily summary was created.
First Week Milestones
Day 1: Install, CLAUDE.md, Life Repository, chief-of-staff agent
→ Test: Say "Morning" and get a briefing
Day 2-3: Add researcher and file-executor agents, add 3 rules
→ Test: Ask for research on a topic, verify sources
→ Test: Have file-executor create and edit a file
Day 4-5: Add morning and evening protocols, first enforcement hook
→ Test: Full morning-to-evening cycle with handoff
→ Test: Try to write a file without lockfile — hook should block
Day 6-7: Add MCP server, try first swarm, create first skill file
→ Test: MCP server returns real data
→ Test: Swarm produces synthesized output
→ Test: Skill file is indexed in knowledge_index.mdCommon Mistakes to Avoid
If you feel overwhelmed, remember the priority order: CLAUDE.md (Chapter 1) and the morning protocol (Chapter 5: Protocols) deliver 80% of the value. The Life Repository (Chapter 2) and agents (Chapter 3: Building Your First Agents) are next. Everything from Chapter 6 onward is optimization — powerful, but not required on day one.
Video Walkthrough
Watch the full video walkthrough where I build a Genesis system from scratch and explain every decision along the way.
Join the Community
Building an AI operating system is more fun with others. Join the community to share your setup, get feedback, and see how others are customizing Genesis for their businesses.