What This Does

Creates a personal knowledge base of markdown files containing context about your business, career, personal life, and goals. A skill accesses these across all Claude Code conversations, enabling personalized assistance without re-explaining yourself.

Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Create Your Context Docs Folder

mkdir -p ~/Documents/ContextDocs

Step 3: Add Your First Context Doc

Create files like business.md, career.md, goals-2025.md.

Step 4: Use Across Conversations

claude

Say: "Review my clients context doc and suggest ways to respond faster"

Context Doc Structure

File	Contents
business.md	Company info, products, team, clients
career.md	Skills, experience, aspirations
personal.md	Communication style, preferences
goals.md	Current year objectives
clients.md	Client details, communication history
projects.md	Active projects and status
tech-stack.md	Tools and technologies you use

The CLAUDE.md Template

# Personal Context Library

## Role
You have access to my personal knowledge base of context documents. Use these to personalize your assistance without me having to re-explain my situation, preferences, or goals.

## Context Library Location
Path: ~/Documents/ContextDocs/
(Adjust to your actual folder path)

## Available Context Docs

### Business Context (business.md)
- Company name and description
- Products/services offered
- Team structure
- Key clients and partners
- Business model

### Career Context (career.md)
- Current role and responsibilities
- Professional background
- Key skills and expertise
- Career aspirations
- Professional network notes

### Personal Context (personal.md)
- Communication preferences
- Working style
- Time zone and availability
- Personal values
- Decision-making preferences

### Goals Context (goals.md)
- Annual objectives
- Quarterly priorities
- Key results to achieve
- Areas of focus
- Things to avoid or de-prioritize

### Clients Context (clients.md)
- Client profiles
- Communication cadence
- Pain points and needs
- Relationship notes
- Response templates

### Projects Context (projects.md)
- Active projects
- Status and deadlines
- Blockers and dependencies
- Team members involved

## Commands
- "/context" — List available context docs
- "/context [doc]" — Load specific context doc
- "/context all" — Load all context docs
- "/update [doc]" — Add to a context doc

## Usage Examples

When I say:
- "Based on my business..." → Load business.md
- "Given my goals..." → Load goals.md
- "Help me respond to [client]..." → Load clients.md
- "Personalize this for me..." → Load personal.md

When I reference:
- "my clients" → clients.md
- "my team" → business.md (team section)
- "my career goals" → career.md + goals.md
- "my 2025 objectives" → goals.md

## Keeping Context Updated
Periodically remind me to update context docs when:
- New clients added
- Goals completed or changed
- Major business changes
- Project milestones reached

## Rules
1. Context docs are persistent - don't modify without asking
2. Reference which doc you're using when relevant
3. Cross-reference multiple docs for richer context
4. Suggest updates when information seems outdated
5. Keep context confidential within our conversations

Example Context Docs

business.md

# Business Context

## Company
**Name**: Acme Consulting
**Founded**: 2022
**Type**: B2B SaaS Consulting

## Services
- Product strategy consulting
- Technical architecture reviews
- Team scaling advisory

## Team
- Me (Founder/Principal)
- 2 part-time contractors
- Network of specialists on call

## Key Clients
- TechCorp (enterprise, $5k/mo retainer)
- StartupX (growth stage, project basis)
- Agency Y (referral partner)

## Revenue Model
- 60% retainers
- 30% project work
- 10% workshops/training

goals.md

# 2025 Goals

## Q1 Priorities
1. Launch productized service offering
2. Hire first full-time employee
3. Hit $30k MRR

## Key Results
- [ ] 3 new retainer clients
- [ ] Productized service generating $5k/mo
- [ ] Speaking at 2 industry events

## Focus Areas
- Thought leadership content
- Building referral partnerships
- Systematizing delivery

## Avoid
- Custom one-off projects under $10k
- Clients outside core expertise
- Scope creep on existing engagements

Example Usage

You: I feel like I'm too slow in replying to clients.
     Review my clients context doc and build something that helps me.

Claude: [Reads clients.md]

Based on your client profiles, I see you have 3 active clients
with different communication cadences:

- TechCorp: Weekly check-ins, formal tone
- StartupX: Ad-hoc, casual tone, quick responses expected
- Agency Y: Monthly updates, professional tone

I'll create a response template system for each...

[Builds templates and quick-reply skill]

You: Here's a cool repo I found. Fork it and customize for my 2025 goals.

Claude: [Reads goals.md and repo]

Looking at your 2025 goals around thought leadership and
systematizing delivery, I'll customize this repo to:

1. Add content calendar features (thought leadership goal)
2. Create delivery checklists (systematization goal)
3. Track key results progress (Q1 targets)
...

Tips

Start small: Begin with 2-3 core context docs
Update regularly: Set a monthly reminder to refresh
Be specific: The more detail, the better Claude can help
Cross-reference: Link between docs when relevant
Evolve the structure: Add new docs as your needs grow

Commands

"Load my business context and help me write this proposal"
"Based on my career goals, should I take this opportunity?"
"Review my client list - who should I follow up with?"
"Given my 2025 goals, prioritize these tasks for me"
"Update my projects context with the new status"
"Customize this for my business and communication style"

Troubleshooting

Claude doesn't find the docs Check the path in the template matches your actual folder location

Context feels outdated Set calendar reminders to review and update docs monthly

Too much context loaded Be specific about which doc to reference, don't load all at once

Missing important context Add new context docs as you discover gaps

Personal Context Library