User Guide

Welcome to Your Capsul

This is the friendly manual. It explains what you've got, how the pieces work, and how to make it yours. No jargon without explanation. No steps without context.

What You Just Got

MyCapsul has four main pieces. They all live on your machine and work together. Here's what each one does.

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Your Capsul Agent

An AI partner powered by Claude (Anthropic's AI) running through Cowork (Anthropic's desktop environment). MyCapsul doesn't build its own AI โ€” it gives Claude a framework so it can work as your agent, with your context, on your machine.

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The Dashboard

A visual command center โ€” a single HTML file that shows your schedule, budget, tasks, countdowns, and priorities. It runs in your browser, stores data locally, and your agent can update it for you.

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Your Seed

A set of local files that hold everything about your life โ€” identity, finances, schedule, health, career, goals. These are plain text files (mostly markdown) that you and your agent both read and write. This is your personal knowledge base.

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The Inbox

A drop folder called _inbox/ inside your MyCapsul directory. Throw anything in here โ€” a file, a bank statement, an email forward, a note to yourself. Your agent picks it up, reads it, routes it to the right Seed file, and tells you what it did.

What Powers Your Agent

The AI
Claude
Anthropic's AI model. The brain that thinks, writes, plans, and reasons.
The Environment
Cowork
Anthropic's desktop tool. Gives Claude access to your files, browser, and local machine.
The Framework
MyCapsul
The structure, rules, and systems that make Claude your Capsul Agent โ€” with your data, your priorities, your life.

MyCapsul doesn't build an AI. It turns a world-class AI into one that works for you โ€” with your context, your files, your rules, on your machine.

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The key idea: You never start from zero. Your agent reads your Seed files at the beginning of every session, so it already knows your schedule, your budget, your deadlines, and your priorities before you say a word.

Your First Session

When you open MyCapsul for the first time, here's what happens โ€” and what you should expect.

The Onboarding Wizard

The first time you open your dashboard, a setup wizard appears. It walks you through 5 steps to personalize your Capsul before your first agent session. Takes about 2 minutes โ€” and every step is skippable.

Step 1 โ€” Welcome
Introduces MyCapsul, links to docs, and explains the skip-any-step philosophy. Your agent picks up whatever you skip here.
Step 2 โ€” You + Your Style
Set your name, dashboard name, and Capsul Agent name. Choose a color palette from the 7 options. Select your weekly schedule type (same every week, variable/co-parenting, or rotating shifts).
Step 3 โ€” People, Nodes & Cubes
Add important people (family, partners, kids) so your agent knows who's who. Pick your life areas (career, health, financial, creative, etc.) โ€” these become Nodes that organize your projects.
Step 4 โ€” Your Money
Choose what financial areas to track (daily budget, bills, subscriptions, debt, savings). Select your income type (salaried, freelance, or hourly). Your agent fills in the actual numbers in your first session.
Step 5 โ€” Your Capsul is Ready
Shows a summary of everything you configured, including which tiles are active. Hit "Launch Your Capsul" and the wizard closes โ€” your dashboard loads with your palette applied and tiles ready to go.
Don't stress about getting everything perfect. Every step has a skip option. Your agent will bring up anything you skipped during your first conversation โ€” so skipping just means "I'll handle this in chat instead."

Your First Agent Session

After the wizard, start a Cowork session. Here's the flow:

1

Your agent boots up

It reads your Seed files, checks your inbox for anything you dropped in, pulls your schedule, and loads the session handoff from last time. On your very first session, there's no history yet โ€” so it'll introduce itself and pick up from what you configured in the wizard.

2

You tell it about your life

This is where the Seed starts growing. Talk about your job, your family, your schedule patterns, your bills, your goals. Your agent will organize this into the right files automatically. You don't need to know the file structure โ€” just talk.

3

Your dashboard comes alive

As your agent learns about your life, it can populate your dashboard โ€” schedule blocks for your day, countdown timers for upcoming deadlines, budget numbers, your Focus 3 priorities. The dashboard goes from blank to useful in one conversation.

4

Session wraps up

At the end of your first session, your agent writes a handoff โ€” a short summary of what it learned and what's pending. Next time you open MyCapsul, it picks up right where you left off. No re-explaining. No "let me remind you..."

How the Seed Works

The Seed is what makes MyCapsul actually know you. It's a folder of plain text files โ€” organized by topic, readable by humans and AI alike. Here's what's inside.

๐Ÿ“ seed/
  index.md โ† The router. Maps topics to files.
  identity.md โ† Who you are, your family, key relationships
  finances.md โ† Budget, bills, debts, income, goals
  schedule.md โ† Events, deadlines, recurring patterns, time templates
  career.md โ† Job details, income, professional goals
  health.md โ† Medical info, wellness notes, conditions
  changelog.md โ† Running log of every update, timestamped
  ...and more as your life grows
schedule.md
# Schedule ## Recurring Patterns - Weekdays: Work 9am-5pm, gym 6:30am (M/W/F) - Fridays: Game night when available ## Upcoming - Mar 14: Dentist appointment, 2:30pm - Mar 21: Quarterly review at work - Apr 1: Rent due
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You can edit these files yourself. They're just markdown โ€” open them in any text editor. But you don't have to. Most of the time, your agent handles updates through conversation. Mention a new deadline and it writes it to schedule.md. Mention a doctor visit and it logs it in health.md.

The Router (index.md)

Your agent doesn't read every Seed file every time. The router tells it which file to open based on the topic at hand. When you mention money, it opens finances.md. When you mention a date, it opens schedule.md. This keeps things fast and focused.

The Changelog

Every time your agent updates a Seed file, it logs the change โ€” what changed, when, and why. This creates a running history of your life data. You can always look back and see exactly what was updated and when.

Talking to Your Agent

Your Capsul Agent is Claude โ€” running through Cowork, guided by your MyCapsul framework. It's not a search engine. It's not Siri. It's more like a chief of staff who's been briefed on your entire life. Here's how to get the most out of it.

Just talk normally

You don't need special commands or prompts. Say "I have a dentist appointment next Tuesday at 2:30" and your agent will update your schedule, check for conflicts, and note it in the changelog. Say "how much do I owe on my credit card?" and it'll pull from finances.md.

It updates things in real time

When you share new information mid-conversation โ€” a new bill, a schedule change, a health update โ€” your agent writes it to the correct Seed file immediately. It doesn't batch things up and maybe forget later. It files it right now.

It'll ask before it acts

Your agent presents options โ€” it doesn't make decisions for you. If there's a budget call, a scheduling conflict, or anything involving money or family, it'll flag it and ask. You decide. It executes.

It flags things before you ask

Upcoming deadlines, bills due, schedule conflicts, things that need attention โ€” your agent surfaces these proactively. Part of the boot process is scanning for what matters today. You don't have to remember to check. It checks for you.

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Good to know: Your agent can't send emails, make purchases, or contact anyone on your behalf without explicit permission. It can draft, prepare, and recommend โ€” but you always pull the trigger on external actions.

The Dashboard

The dashboard is your visual layer โ€” everything your Seed knows, made visible. It's a single HTML file that runs in your browser. No login. No account. Just open it. Here's what's on it.

The examples below may look different from yours โ€” that's because you can always ask your agent to customize your dashboard's look and feel.

The Ring

Schedule
9:41
Mon, Mar 9
Work Focus Personal Flex Evening
Your day as a 24-hour circular clock. Colored arcs represent time blocks โ€” work, focus, personal, meals. Your agent generates this from your schedule and preferences.

Focus 3

Priorities
1
Finalize quarterly report
Now
2
Schedule dentist appointment
Soon
3
Review insurance renewal
Soon
The 3 things that matter most today. Agent-recommended based on urgency, energy, and deadlines โ€” but you always have the final call.

Cubes

Tasks
๐ŸŽฏ Focus
Brand Foundation
Creative ยท High Energy
โ–ถ Active
Budget Tracker
Financial ยท Med Energy
โ–ถ Active
Meal Planning
Home ยท Low Energy
โœจ Spark
Side Project
Creative ยท High Energy
โธ Parked
Garage Cleanup
Home ยท Med Energy
โœ… Done
Tax Filing
Financial ยท High Energy
Your tasks, visualized. Each Cube has a state (Spark โ†’ Parked โ†’ Active โ†’ Focus โ†’ Done), an energy level, urgency, and a progress log. Cubes live inside Nodes โ€” your life categories.

Budget & Bills

Money
Checking
$1,847
as of Mar 8
Daily Budget
$25
until next payday
Spent Today
$12.40
$12.60 remaining
Next Bill
$156
Electric ยท Mar 15
Upcoming Bills
Electric Mar 15 $156
Internet Mar 18 $65
Car Insurance Mar 22 $198
Your financial snapshot โ€” checking balance, daily budget, spending patterns, and upcoming bills. Numbers pulled from your Seed and kept in sync by your agent.
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Dashboard data is stored in your browser's localStorage โ€” it never leaves your machine. Your agent can also export and import dashboard state through the Seed system, keeping everything in sync.

Customizing Your Dashboard

Want to change something? Just tell your agent. "Add a countdown for March 28th." "Change my schedule template for off-weeks." "Show me this week's spending breakdown." Conversation is the settings panel. No menus to dig through.

Settings & Features

Your dashboard has more built-in features than you might notice at first. Here's what's available from the header and tiles.

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Settings Drawer

Click the gear icon in the header. This opens the Settings drawer where you can change your color palette (7 options: MyCapsul brand default, Ocean, Sunset, Forest, Lavender, Amber, Slate), show/hide tiles, drag tiles to reorder them, and manage your agent sync connection.

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Tile Resize & Reorder

Each tile has a resize button (in the tile header) that lets you pick from compact, standard, wide, or full-width sizes. You can also drag tiles to reorder them from the Settings drawer, or just tell your agent: "Move the budget tile above the calendar."

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Tile Info

Every tile has an โ„น๏ธ button that opens a quick overview โ€” what the tile does, how to use it, and suggestions for things to tell your agent. Great for learning the system without reading the full docs.

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Ring Clock Editing

Click on the Ring Planner to edit your schedule blocks for any day. Each block has a category (work, build, family, admin, personal, break) that determines its color. Your agent generates these from your schedule each session, but you can also edit them manually.

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Calendar Popover

Click any day on the Calendar tile to see a popover with that day's events and a mini Ring preview. Click the pin icon to keep the popover open while you navigate. If you're in co-parent mode, custody weeks are highlighted with a subtle background tint. US holidays appear automatically.

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TimeCapsul (Year-in-Review)

At the end of the year (or anytime you want), open your TimeCapsul from the Timeline tile. It generates a visual summary of your year โ€” monthly highlights, goal progress, journal excerpts, and cube completions. Your agent contributes milestone data throughout the year so the review is rich and personal.

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"How it works" Overview

Click the "How it works" button in the header to see a visual tour of all core features. Hover over any tile preview to see it animate. The overview also has a docs bar linking to these support documents.

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Want to explore without setting up? Open the included mycapsul-demo.html to see a pre-populated demo. You'll see what a fully set-up Capsul looks like with sample data for a fictional user named Brodie.

The Session Loop

MyCapsul gets smarter because every session follows the same loop. Your agent boots, works, wraps, and hands off โ€” so the next session always picks up where you left off.

๐Ÿ”„ Boot Agent reads your Seed, checks inbox, loads the last session handoff, surfaces what matters today โ†’
โšก Work You and your agent collaborate. New info gets filed to Seed in real time. Dashboard gets updated. โ†’
๐Ÿ“ Wrap Agent updates Seed modules, syncs dashboard, logs all changes to the changelog โ†’
๐Ÿ“‹ Handoff Agent writes a short summary for the next session โ€” what happened, what's pending, what to pick up

This is how MyCapsul learns without a database.

There's no machine learning model being trained on you. No neural network remembering your patterns. It's simpler and more transparent than that โ€” your agent reads files, updates files, and writes a handoff. The next agent reads the handoff and picks up where the last one stopped. Cumulative knowledge through structured text. You can read every word of it.

Using the Inbox

The inbox is the simplest part of MyCapsul. It's a folder called _inbox/ inside your MyCapsul/ directory โ€” created automatically during setup. Drop things in it. Your agent handles the rest.

1

Drop a file in the _inbox/ folder

A bank statement CSV, a school calendar PDF, a note you wrote on your phone, an email you forwarded โ€” anything. Just put it in the MyCapsul/_inbox/ folder on your machine.

2

Your agent picks it up

At the start of every session (or when you say "check the inbox"), your agent reads everything new. It figures out what the file is and where the information belongs.

3

It routes and reports

New bill? Goes to finances.md. School event? Goes to schedule.md. Bank statement? Gets processed and spending data extracted. Your agent tells you exactly what it did with each file.

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You can also message your agent through the inbox. The dashboard has a "Send to Agent" feature that drops a message into the inbox as a JSON file. Next session, your agent reads it and acts on it โ€” like leaving a note for a coworker who's not at their desk yet.

Make It Yours

MyCapsul is a framework, not a cage. Everything is built on open formats you already know โ€” markdown, JSON, HTML. There's no plugin system to learn, no app store to browse, no proprietary format locking you in. The architecture is the extensibility.

Your Capsul grows the way your life does.

MyCapsul doesn't decide what domains of your life to support. The Seed pattern works for anything โ€” add a new markdown file, tell your agent about it, and that part of your life is now inside the system. The same structure that tracks your finances can track your fitness, your creative projects, your side business, or your kid's soccer schedule.

1

Add new Seed modules

Want to track something new? Just say so. "Start tracking my photography gear and shoots." Your agent creates a new markdown file, adds it to the router, and it's part of your Capsul from that point forward. No setup wizard. No configuration screen.

2

Reshape the dashboard

The dashboard is a single HTML file. Want a new card? A different layout? A tracker for something specific to your life? Tell your agent. It reads the dashboard, understands the structure, and writes the changes. You can also open it in any code editor โ€” it's just HTML, CSS, and JavaScript.

3

Define your own protocols

MyCapsul's operating manual is a markdown file your agent reads every session. Want it to check a specific inbox every morning? Remind you about a weekly commitment? Follow a particular workflow when you say a trigger phrase? Add it to the protocols. Your agent follows your rules โ€” literally.

4

Build entirely new systems

Power users can build complete subsystems on top of the MyCapsul framework. A music producer could add a Seed module for project tracking, a dashboard tab for session logs, and protocols for how the agent handles mix notes. A freelancer could build invoicing, client management, and project timelines โ€” all using the same patterns that already run the core system.

Open by Design

Your data files

Markdown and JSON. Open them in any text editor. Read them, edit them, delete them. They're yours.

Your dashboard

Single HTML file. Works in any browser. Modify it yourself or ask your agent. No build tools needed.

Your operating manual

A markdown file that defines how your agent behaves. Change the rules anytime โ€” it reads them fresh every session.

Your session history

Handoff files and changelogs. Plain text records of every session โ€” portable, searchable, human-readable.

No proprietary formats. No vendor lock-in. No export needed โ€” it's already in formats you can use anywhere.

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You don't need to be technical. Most customization happens through conversation โ€” just tell your agent what you want. But if you are technical, everything is accessible. The files are files. The code is code. Nothing is hidden or compiled.

Where Your Data Actually Lives

Everything is on your machine.

When you start your first Cowork session, you select a folder on your computer โ€” this is where MyCapsul lives. Your agent creates a MyCapsul/ directory inside that folder, and everything goes in there: your dashboard, your Seed, your inbox, your widgets, your agent config. One folder, fully self-contained.

MyCapsul is the framework โ€” the rules, the guidance, the process and systems to make Claude your Capsul Agent.

When your agent needs to think, it sends only the context for the current task through Anthropic's encrypted API connection. Your full dataset never leaves your machine. The AI processes your request and writes the result back to your local files. That's the complete data flow โ€” your machine to encrypted API and back. Nothing stored in the cloud.

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You choose where it lives

You select the parent folder during setup โ€” could be your Documents folder, Desktop, or anywhere you want. MyCapsul creates a MyCapsul/ directory inside it with all the scaffolding: seed/ for your knowledge base, _inbox/ for file drops, widgets/ for custom tiles, and your dashboard HTML file.

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Your files are plain text

Markdown, JSON, HTML. Open them in any editor. Read them, change them, delete them. There's no proprietary format keeping you locked in.

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Sensitive data stays local

Account numbers, passwords, and sensitive identifiers are stored in protected local files. Your agent can reference them when needed but never sends them through the AI connection.

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Back up by copying

Want a backup? Copy the MyCapsul/ folder. That's it. Everything is files โ€” dashboard, Seed, widgets, agent config. Stick it on a USB drive, external disk, or anywhere you keep important stuff.

Quick Reference

The terms, the states, the concepts โ€” all in one place.

Term What It Is
MyCapsul The product โ€” a personal life operating system. Framework + AI + dashboard.
Your Capsul Your personal instance โ€” your data, your agent, your dashboard, your preferences.
Capsul Agent Your AI โ€” powered by Claude, running through Cowork, guided by MyCapsul's framework. Reads your Seed, learns through conversation, gets better over time.
Seed Your local knowledge base โ€” modular markdown files organized by life topic.
Nodes Life categories: Financial, Career, Health, Home, Creative, etc. Cubes belong to Nodes.
Cubes Things to get done. Each has a state, energy level, urgency, and progress log.
Ring Your 24-hour circular clock. Shows your day as colored time blocks.
Blocks Time chunks on the Ring โ€” each has a category, label, and color.
Focus 3 Your top 3 priorities for today. Agent-recommended, you-approved.
Energy Level Low / Med / High โ€” how much a task takes out of you, not just how long it takes.
Inbox Drop folder for files. Agent reads, routes, and reports. Zero-friction input.
Handoff Short summary written at session end so the next session picks up seamlessly.
Changelog Timestamped log of every Seed update. Full audit trail of your data.
Router The index file that maps topics to Seed modules. Add a new module, add it to the router.
Operating Manual Markdown file (CLAUDE.md) that defines your agent's behavior, protocols, and rules.

Cube States

State Meaning
โœจ SparkJust an idea. Captured before it disappears.
โธ ParkedOn hold. You care, but it's not moving right now.
โ–ถ ActiveIn rotation. You're working on it when you can.
๐ŸŽฏ FocusFront and center. Your current sprint.
โœ… DoneCompleted. Archived with a full progress log.