Getting Started
This guide walks through installing Knowlery, initializing a vault, and understanding what changes after setup.
Requirements
Knowlery targets Obsidian desktop and requires community plugins to be enabled.
You also need Claude Code or OpenCode if you want to run agent workflows against the vault. Node.js and npm are required for optional tool preparation and the external skill browser.
Desktop behavior
Knowlery uses local command-line tools and Electron desktop APIs for agent-oriented features. The current plugin manifest marks it as desktop-only.
Install With BRAT
BRAT is the Beta Reviewers Auto-update Tool for Obsidian. Use it when Knowlery is not yet installed from the community plugin directory.
- Install BRAT in Obsidian.
- Open BRAT settings.
- Add this beta plugin repository:
https://github.com/JayJiangCT/knowlery. - Enable Knowlery from Settings -> Community plugins.
Manual Install
- Download
main.js,manifest.json, andstyles.cssfrom the latest GitHub release. - Create
.obsidian/plugins/knowlery/inside your vault if it does not already exist. - Place the three files in that folder.
- Reload Obsidian.
- Enable Knowlery from Settings -> Community plugins.
First Run
After enabling the plugin, open Knowlery from the ribbon icon or command palette.
If the vault is not initialized, Knowlery shows setup entry points in the dashboard and settings tab.
The setup wizard asks you to choose a platform:
| Platform | Generated config |
|---|---|
| Claude Code | .claude/CLAUDE.md plus .claude/rules/ |
| OpenCode | opencode.json plus .agents/rules/ |
If you are upgrading from an older release, v0.3.5 auto-syncs bundled skills and migrates SCHEMA.md the first time the plugin loads. Custom and forked skills are preserved.
If Knowlery detects an older BYOAO vault, the setup wizard can switch into migration mode and preserve the existing BYOAO/OpenCode files while configuring Knowlery for Claude Code.
What Setup Creates
Knowlery creates the knowledge workspace and agent configuration in your vault:
| Path | Purpose |
|---|---|
KNOWLEDGE.md | Vault operating guide for humans and agents |
SCHEMA.md | Knowledge taxonomy and page conventions |
INDEX.base | Obsidian Bases index for compiled knowledge pages |
entities/ | Named things such as people, tools, organizations, and projects |
concepts/ | Ideas, frameworks, theories, and mental models |
comparisons/ | Side-by-side analyses |
queries/ | Saved questions and research threads |
.knowlery/manifest.json | Knowlery setup metadata |
.agents/skills/ | Canonical installed skill files |
.agents/rules/ | OpenCode rules and shared agent rules |
.claude/skills/ | Mirrored built-in skill files for Claude Code |
.claude/CLAUDE.md | Claude Code vault instructions |
.claude/rules/ | Claude Code rules |
opencode.json | OpenCode configuration |
skills-lock.json | Skill source, version, and disabled-state metadata |
Optional Tool Preparation
The setup wizard can detect Claude Code, OpenCode, Node.js, Claudian, and skills tooling.
Missing optional tools are shown as selectable install or preparation steps. Already-installed tools are shown as read-only status rows. These actions are opt-in and run on your computer with your user permissions.
Open the Dashboard
After setup, open the Knowlery dashboard. It has five main tabs:
| Tab | Use it for |
|---|---|
| Today | Start from the current activity context and choose the next small move |
| This note | Review the active Markdown note and prepare a focused prompt |
| Weekly Review | Generate a Knowledge Atlas and optionally send a polish request |
| Review Menu | Browse source skills, suggested next moves, and reusable review recipes |
| System | Run health checks and open the underlying configuration files |
Recommended First Session
- Initialize a clean test vault first.
- Read the generated
KNOWLEDGE.mdandSCHEMA.md. - Open Today, This note, and Review Menu to see how Knowlery frames work.
- Add one or two real notes to the vault.
- Generate a Weekly Atlas, then open System and run a diagnosis.