Overview
What's In This Guide
Why Obsidian + Claude Code works when other AI setups don't
How to point Claude Code at your vault (takes 2 minutes)
The CLAUDE.md template that makes Claude actually know your work
3 starter prompts to test it immediately
The optional Terminal plugin that keeps everything inside Obsidian
The Insight
Why This Works When Other AI Setups Don't
Every time you open ChatGPT, it starts from zero. You re-explain your business, your preferences, your context. You're constantly prompting a generic AI that doesn't know you.
Obsidian stores everything as plain-text markdown files. Claude Code reads files natively. When you run Claude Code from inside your vault, it can open, read, and reason across every note you've ever written.
No exports. No copy-paste. No re-explaining. Claude reads your actual notes, projects, and ideas. You stop prompting a generic AI and start talking to one that knows your work.
That's the JARVIS effect. The more you write in Obsidian, the more context Claude has. The AI gets smarter about you every time you add a note.
Before You Start
What You Need
Two things: Obsidian (any existing vault works) and Claude Code installed on your computer. That's it. No coding background required.
If you don't have Claude Code yet, install it with one command in your terminal:
$ npm install -g @anthropic-ai/claude-code Windows users: download the installer from claude.ai/download. Already have Claude Code? Skip ahead.
Step 1
Point Claude Code at Your Vault
Open your terminal. Navigate to the folder where your Obsidian vault lives. Then run Claude Code.
$ cd /path/to/your/obsidian-vault
$ claude
Replace /path/to/your/obsidian-vault with the actual folder path. On Mac, you can find this by right-clicking your vault in Finder and selecting "Get Info."
Claude Code will ask you to approve the folder. Hit enter to trust it. That's the connection made.
What just happened
Claude Code is now running inside your vault. It can read every markdown file in that folder. The more notes you have, the more it knows. You haven't given it permission to change anything yet. That comes when you ask it to.
Step 2
Write Your CLAUDE.md
This is the file that makes the difference. Without it, Claude is smart but generic. With it, Claude knows who you are, how your vault is organized, and what you're working on right now.
Create a file called CLAUDE.md at the root of your vault. Claude Code auto-loads this file at the start of every session. It's your persistent context file. Write it once and it follows every conversation.
Your Vault Structure
# [Your Name]: Vault Context for Claude
## Who I am
[Your role, what you're working on, relevant background. 2-3 sentences.]
## How this vault is organized
[Folder names and what lives in each one. Example:]
- 00-Inbox/: raw capture, quick notes
- 01-Projects/: active work
- 02-Reference/: research, saved articles
- 03-Journal/: daily notes
## Current focus
[What you're working on right now. Update this every few sessions.]
- [Active project 1]
- [Active project 2]
## Key files Claude should know about
[Paths to notes that give important context]
- /01-Projects/[your main project].md
- /02-Reference/[important reference].md
## What Claude should always do
- [Preference 1, e.g., "always ask before creating new files"]
- [Preference 2, e.g., "use bullet points over paragraphs"] Who I am Write this like you're briefing a new employee. Your role, what you're building, relevant background. 2-3 sentences.
How this vault is organized List your main folders and what lives in each. Claude uses this to know where to look when you ask questions.
Current focus Update this every few sessions. Claude uses this to filter what's relevant when you ask open-ended questions.
What Claude should always do Your preferences. Ask before creating files, use bullet points, avoid jargon. Whatever matters to you.
Step 3
Start Your First Session
With your CLAUDE.md in place, run claude from your vault folder again. Now test it with these three prompts. Each one shows a different layer of what's possible.
"Summarize everything I have on [topic] across my vault"
Tests that Claude can search and synthesize across multiple notes
"What have I been working on this week based on my notes?"
Tests that Claude understands your folder structure and can find recent activity
"What ideas did I capture last month that I haven't followed up on?"
Tests the compounding value. Claude tracks threads across time.
If the answers feel generic, your CLAUDE.md needs more detail. The more specific you are about how your vault is organized and what's in it, the better the results get.
Optional Power Move
Run Claude Code Inside Obsidian
If you want Claude Code running side-by-side with your notes without switching to a separate terminal window, install the Terminal community plugin for Obsidian.
- 1.
Open Obsidian Settings and go to Community Plugins
- 2.
Search for "Terminal" and install it
- 3.
Open Command Palette (Cmd+P on Mac) and type "Open root directory in terminal integrated"
- 4.
Run claude from the terminal that opens inside Obsidian
Now Claude Code lives inside Obsidian. You write a note, then immediately ask Claude about it. No switching apps.
The Compounding Effect
What This Unlocks
Before
-
Prompting a generic AI that forgets you between sessions
-
Re-explaining your context every conversation
-
Searching through notes manually to find what you wrote
-
Getting advice that doesn't account for what you've already tried
After
-
Claude already knows your projects, preferences, and focus
-
Ask vault-wide questions and get answers in seconds
-
Claude surfaces connections between notes you didn't see
-
Suggestions that account for everything you've written
Here's the part most people miss: this gets better over time. Every note you write adds more context. Every session builds on the last. Most AI tools reset. This one compounds.
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Get the full AI operating system
Guides are a great start. But inside Zero to Automated, you get a done-for-you AI system deployed within 48 hours, plus everything you need to keep building:
- Claude Code 101 — 8 lessons, zero to automating real work by Sunday
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- Done-for-you workflows — copy, paste, run. New ones every week.
- Weekly live builds — watch real projects get built, ask questions, follow along
- Small group coaching — direct access to both founders
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