User Guide

Welcome to Your Capsul

What you've got, how the pieces fit, and how to make it yours.

What You Just Got

Four pieces, all on your machine.

🤖

Your Capsul Agent

Claude (Anthropic's AI) running through Cowork (Anthropic's desktop environment). MyCapsul has no AI of its own; it gives Claude a framework to work as your agent, with your context, on your machine.

🖥️

The Dashboard

A single HTML file showing your schedule, budget, tasks, countdowns, and priorities. Runs in your browser, stores data locally, and your agent can update it.

🌱

Your Seed

Local plain-text files (mostly markdown) holding everything about your life — identity, finances, schedule, health, career, goals. You and your agent both read and write them.

📥

The Inbox

A drop folder, _inbox/, inside your MyCapsul directory. Put anything in it — a bank statement, a forwarded email, a note to yourself. Your agent reads it, routes it to the right Seed file, and tells you what it did.

What Powers Your Agent

The AI
Claude
The Environment
Cowork
Anthropic's desktop tool. Gives Claude access to your files, browser, and local machine.
The Framework
MyCapsul
The structure and rules that make Claude your Capsul Agent.

MyCapsul doesn't build an AI. It points one at your files, your rules, your machine.

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

Your First Session

What happens the first time.

The Onboarding Wizard

The first time you open the dashboard, a 5-step wizard appears. About 2 minutes; every step is skippable.

Step 1 — Welcome
Introduces MyCapsul and links to the docs.
Step 2 — You + Your Style
Your name, dashboard name, agent name. One of 7 palettes. Your weekly schedule type (same every week, variable/co-parenting, rotating shifts).
Step 3 — People, Nodes & Cubes
Important people (family, partners, kids). Your life areas (career, health, financial, creative) — these become the Nodes your projects live in.
Step 4 — Your Money
What to track (daily budget, bills, subscriptions, debt, savings) and your income type (salaried, freelance, hourly). Your agent fills in the numbers in your first session.
Step 5 — Your Capsul is Ready
A summary of what you configured and which widgets are active. Hit "Launch Your Capsul."
Skipping is fine. Your agent brings up anything you skipped in your first conversation.

Your First Agent Session

After the wizard, start a Cowork session.

1

Your agent boots up

It reads your Seed, checks the inbox, pulls your schedule, and loads last session's handoff. On the first session there's no history, so it introduces itself and picks up from the wizard.

2

You tell it about your life

Your job, your family, your schedule, your bills, your goals. Your agent files it into the right places; you don't need to know the file structure.

3

Your dashboard comes alive

As it learns, it populates the dashboard: schedule blocks, countdowns, budget numbers, Focus 3. Blank to useful in one conversation.

4

Session wraps up

Your agent writes a handoff — what it learned, what's pending. Next session picks up from there. No re-explaining.

How the Seed Works

The Seed is how MyCapsul knows you: a folder of plain-text files, one per topic, readable by you and the AI alike.

📁 seed/
  index.md ← The router. Maps topics to files.
  identity.md ← Who you are, your family, key relationships
  finances.md ← Budget, bills, debts, income, goals
  schedule.md ← Events, deadlines, recurring patterns, time templates
  career.md ← Job details, income, professional goals
  health.md ← Medical info, wellness notes, conditions
  changelog.md ← 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
📝
You can edit these yourself — they're markdown. Mostly you won't need to: mention a deadline and your agent writes it to schedule.md; mention a doctor visit and it goes in health.md.

The Router (index.md)

Your agent doesn't read every Seed file every time. The router maps topics to files: money opens finances.md, a date opens schedule.md.

The Changelog

Every Seed update is logged — what, when, why. A running history you can read back.

Talking to Your Agent

Your Capsul Agent is Claude, running through Cowork, guided by the MyCapsul framework. Less a search engine, more a chief of staff who's read the file.

Just talk normally

No special commands. "I have a dentist appointment next Tuesday at 2:30" updates your schedule, checks for conflicts, and logs the change. "How much do I owe on my credit card?" pulls from finances.md.

It updates things in real time

A new bill, a schedule change, a health note — your agent writes it to the right Seed file as you say it, not at the end.

It'll ask before it acts

It presents options; it doesn't decide for you. Budget calls, scheduling conflicts, anything involving money or family — it flags and asks.

It flags things before you ask

Deadlines, bills due, schedule conflicts — boot includes a scan for what matters today, so you don't have to remember to check.

⚡
Good to know: your agent can't send email, buy anything, or contact anyone without explicit permission. It drafts and recommends; you pull the trigger.

The Dashboard

Everything the Seed knows, made visible. One HTML file in your browser. No login, no account.

Yours may look different — you can ask your agent to change the look at any time.

The Ring

Schedule
9:41
Mon, Mar 9
Work Focus Personal Flex Evening
Your day as a 24-hour clock. Colored arcs are time blocks — work, focus, personal, meals — generated from your schedule.

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 from urgency, energy, and deadlines; you have the final call.

Cubes

Tasks
🎯 Focus
Brand Foundation
Creative · High Energy
▶ Active
Budget Tracker
Financial · Med Energy
▶ Active
Meal Planning
Home · Low Energy
✨ Spark
Side Project
Creative · High Energy
⏸ Parked
Garage Cleanup
Home · Med Energy
✅ Done
Tax Filing
Financial · High Energy
Each Cube has a state (Spark → Parked → Active → Focus → Done), an energy level, urgency, and a progress log. Cubes live inside Nodes, 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 · Mar 15
Upcoming Bills
Electric Mar 15 $156
Internet Mar 18 $65
Car Insurance Mar 22 $198
Checking balance, daily budget, spending, upcoming bills — pulled from your Seed and kept current by your agent.
💡
Dashboard data lives in your browser's localStorage and never leaves your machine. Your agent can export and import that state through the Seed system.

Customizing Your Dashboard

Tell your agent. "Add a countdown for March 28th." "Change my schedule template for off-weeks." "Show me this week's spending." Conversation is the settings panel.

Settings & Features

What's in the header and the widgets.

⚙️

Settings Drawer

The gear icon in the header. Change palette (7: MyCapsul default, Ocean, Sunset, Forest, Lavender, Amber, Slate), show/hide widgets, drag to reorder, manage the agent sync connection.

📐

Widget Resize & Reorder

Each widget header has a resize button: compact, standard, wide, or full-width. Reorder by dragging in the Settings drawer, or tell your agent: "Move the budget widget above the calendar."

ℹ️

Widget Info

Every widget has an ℹ️ button: what it does, how to use it, things to tell your agent.

🕐

Ring Clock Editing

Click the Ring to edit any day's blocks. Each block's category (work, build, family, admin, personal, break) sets its color. Your agent generates them each session; you can edit by hand.

📅

Calendar Popover

Click a day for its events and a mini Ring preview; pin it to keep it open while you navigate. In co-parent mode, custody weeks get a background tint. US holidays appear automatically.

🔮

TimeCapsul (Month + Year)

Pin a month on the Timeline widget: Month opens that month as its own TimeCapsul, Year opens the year-in-review with one section per month. Both are built from your highlights, goal progress, journal excerpts and finished cubes, plus the summary your agent writes for each month (the tcAgent_YYYY key, documented in the agent skill) at the first session after the 1st. Save the Year page before December ends — it keys off the current calendar year.

❓

"How it works" Overview

The "How it works" button in the header gives a visual tour of the core features, with links to these docs.

🧪
Want to look first? Open the included mycapsul-demo.html — a full Capsul with sample data for a fictional user named Brodie.

The Session Loop

Every session follows the same loop: boot, work, wrap, hand off.

🔄 Boot Reads the Seed, checks the inbox, loads the handoff, surfaces what matters today →
⚡ Work New info is filed to the Seed as you talk. Dashboard updated. →
📝 Wrap Updates Seed modules, syncs the dashboard, logs changes →
📋 Handoff Writes a short summary for next session — what happened, what's pending

This is how MyCapsul learns without a database.

No model is trained on you. Your agent reads files, updates files, and writes a handoff; the next one reads the handoff. Cumulative knowledge in structured text you can read every word of.

Using the Inbox

A folder called _inbox/ inside MyCapsul/, created at setup. Drop things in it.

1

Drop a file in the _inbox/ folder

A bank CSV, a school calendar PDF, a phone note, a forwarded email — anything.

2

Your agent picks it up

At the start of every session, or when you say "check the inbox," it reads everything new and works out where it belongs.

3

It routes and reports

A bill goes to finances.md. A school event goes to schedule.md. A bank statement gets its spending data extracted. Your agent tells you what it did with each file.

Make It Yours

Everything is markdown, JSON, and HTML. No plugin system to learn, no proprietary format. The architecture is the extensibility.

Your Capsul grows the way your life does.

The Seed pattern works for anything: add a markdown file, tell your agent about it, and that part of your life is in the system. The structure that tracks your finances can track your fitness, a 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 the file and adds it to the router.

2

Reshape the dashboard

A new card, a different layout, a tracker for something specific — tell your agent and it writes the change. Or open the file in any code editor; it's HTML, CSS, and JavaScript.

3

Define your own protocols

The operating manual is a markdown file your agent reads every session. Want it to check a particular inbox each morning, or run a workflow when you say a trigger phrase? Add it to the protocols.

4

Build entirely new systems

A music producer could add a Seed module for projects, a dashboard tab for session logs, and protocols for mix notes. A freelancer could build invoicing and client tracking. Same patterns as the core system.

Open by Design

Your data files

Markdown and JSON. Open, edit, delete in any text editor.

Your dashboard

One HTML file. Views in any browser; automatic sync needs desktop Chrome, Edge, Brave or Arc — elsewhere the sync pill becomes a one-tap export. No build tools.

Your operating manual

A markdown file defining how your agent behaves. It reads it fresh every session.

Your session history

Handoff files and changelogs, in plain text.

No proprietary formats. Nothing to export — it's already usable anywhere.

💡
You don't need to be technical. Most customization is conversation. If you are, nothing is hidden or compiled.

Where Your Data Lives

Everything is on your machine.

In your first Cowork session you pick a folder. Your agent creates a MyCapsul/ directory inside it holding everything: dashboard, Seed, inbox, widgets, agent config.

MyCapsul is the framework that makes Claude your Capsul Agent.

When your agent needs to think, it sends only the context for the current task over Anthropic's encrypted API and writes the result back to your local files. Your full dataset never leaves your machine. Nothing is stored in the cloud.

📁

You choose where it lives

Any parent folder — Documents, Desktop, wherever. MyCapsul creates MyCapsul/ inside it: seed/ for your knowledge base, _inbox/ for file drops, widgets/ for add-on widgets, and your dashboard HTML file.

📂

Your files are plain text

Markdown, JSON, HTML. Open, change, delete in any editor.

🔒

Keep secrets out of the Seed

Keep account numbers, passwords, and other sensitive identifiers out of your seed files. Anything your agent reads is sent to Anthropic during a session, like any Claude conversation — there is no separate protected store.

💾

Back up by copying

Copy the MyCapsul/ folder. Everything is files — dashboard, Seed, widgets, agent config.

Quick Reference

Terms and states.

Term What It Is
MyCapsul The product — a personal life operating system. Framework + AI + dashboard.
Your Capsul Your personal instance — your data, your agent, your dashboard, your preferences.
Capsul Agent Claude, running through Cowork, guided by MyCapsul's framework. Reads your Seed, learns through conversation.
Seed Your local knowledge base — 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 — each has a category, label, and color.
Focus 3 Your top 3 priorities for today. Agent-recommended, you-approved.
Energy Level Low / Med / High — how much a task takes out of you, not just how long it takes.
Inbox Drop folder. Agent reads, routes, and reports.
Handoff Short summary written at session end for the next one.
Changelog Timestamped log of every Seed update.
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
✨ SparkJust an idea. Captured before it disappears.
⏸ ParkedOn hold. You care, but it's not moving right now.
▶ ActiveIn rotation. You're working on it when you can.
🎯 FocusFront and center. Your current sprint.
✅ DoneCompleted. Archived with a full progress log.