Getting Started

Set Up Your Capsul

From zero to a working personal dashboard in about 10 minutes. Here's everything you need and every step to get there.

What You Need

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Anthropic's desktop app with Cowork mode. Free to download.
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A Folder on Your Computer
Pick any folder โ€” Documents, Desktop, wherever you want. MyCapsul will create a MyCapsul/ directory inside it.
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A Web Browser
Chrome, Firefox, Safari, Edge โ€” anything modern. For viewing your dashboard.
Installation

Install the Plugin

MyCapsul ships as a Cowork plugin โ€” a small package that teaches Claude how to be your personal life assistant.

1

Download the Plugin

Get the mycapsul.plugin file from MyCapsul.com. It's a single file โ€” no unzipping, no installers.

2

Install It

Double-click the .plugin file. Claude Desktop will open and ask you to confirm the installation. Click Install. That's it โ€” the plugin is now part of your Claude setup.

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If double-clicking doesn't work, you can drag the file into the Claude Desktop window, or install it manually through Settings โ†’ Plugins.
Setup

Create Your Capsul

With the plugin installed, you're one conversation away from a working dashboard.

3

Open Cowork and Select Your Folder

Open a new Cowork session in Claude Desktop. When prompted, select a folder on your computer โ€” this is where MyCapsul will live. Your agent creates a MyCapsul/ directory inside it with everything: your dashboard, Seed files, _inbox/ drop folder, and agent config.

4

Run Setup

Type /setup-capsul or just say "set up my Capsul". Your agent will scaffold the workspace and start the onboarding conversation.

cowork session
> /setup-capsul

or just say:
> Set up my Capsul
5

Walk Through the Onboarding Wizard

When your dashboard opens for the first time, a 5-step setup wizard appears. It walks you through your name, color palette, schedule type, key people, life areas, and financial tracking preferences. Takes about 2 minutes. Every step is skippable โ€” your agent picks up anything you skip in your first conversation.

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Don't stress about getting it perfect. The wizard is just the starting point. Your agent learns more about you with every conversation. Miss something? Just tell your agent later โ€” "Hey, I forgot to mention I have a car payment of $340 on the 5th."
6

Open Your Dashboard

After setup, you'll have a file called mycapsul.html in your folder. Open it in any web browser. That's your dashboard โ€” your personal command center, running entirely on your machine.

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Bookmark your dashboard. You'll be opening it daily, so bookmark the file in your browser for easy access. You can also ask your Capsul agent "give me the link to my dashboard" at any time โ€” it knows where your files live.
your folder
MyCapsul/
โ”œโ”€โ”€ mycapsul.html โ† open this in your browser
โ”œโ”€โ”€ SKILL.md โ† your agent's operating manual
โ”œโ”€โ”€ CLAUDE.md โ† your agent's personality & protocols
โ”œโ”€โ”€ seed/ โ† your personal knowledge base
โ”‚ โ”œโ”€โ”€ identity.md
โ”‚ โ”œโ”€โ”€ schedule.md
โ”‚ โ”œโ”€โ”€ finances.md
โ”‚ โ”œโ”€โ”€ health.md
โ”‚ โ””โ”€โ”€ ...
โ”œโ”€โ”€ _inbox/ โ† drop files here for your agent
โ””โ”€โ”€ widgets/ โ† custom widget files
First Steps

Your First Real Session

Setup is done. Now what? Here's how a normal session with your Capsul agent works.

7

Start a Cowork Session

Each time you want to work with your Capsul, open a Cowork session and select your MyCapsul folder. Your agent reads the handoff from your last session and picks up right where you left off.

8

Talk About Your Life

That's it. Tell your agent what's going on. "I spent $30 on lunch." "I have a meeting Thursday at 3." "My energy is low today." Your agent updates your knowledge base and dashboard in real time.

Not sure what to say? Check out the Prompt Cookbook for dozens of real examples organized by category.

9

Sync Your Dashboard

When your agent makes changes, they get pushed to a sync file. Open your dashboard and it will pull in the latest data automatically. You'll see updates reflected in your tiles, calendar, budget, and everywhere else.

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Two-way sync: Your dashboard also exports data back to your agent via a sync file. Click the Sync button in your dashboard to export, then tell your agent to "sync from the dashboard" to pull in any changes you made directly in the UI.
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Want to explore first? Open the included mycapsul-demo.html to see a pre-populated demo with sample data for a fictional user named Brodie. When you're ready, open the clean mycapsul.html to start your own setup.
Keep Going

What's Next