# Claude Project Assistant - Library (AI-readable)

Plain markdown, no JavaScript. Version 20261102a. 42 features, 42 skills. Every link is relative to this file and resolves as written.

**Full catalog with descriptions, dependency reasoning and versioning philosophy:** [data/index.md](data/index.md) (same features, more explanation, meant for a person or a fuller AI read).

## How this works

A person hands this link to an AI. The AI fetches the feature the person names, by ID, and follows that feature's Assess, Ask, Write and Confirm steps. Nothing installs automatically: each write happens only after the person names a feature and answers its questions.

There are two doors to every feature, from the same record:

1. Read it: `id/FTR-NN.md` is the full specification as plain markdown (also `id/FTR-NN.json`).
2. Install it: `skills/<skill-name>/SKILL.md` is the same feature as a skill, for agents that support skills; `skills/manifest.json` lists every file with its sha256, and `skills/zips/` holds downloads.

Integrity: `MANIFEST.sha256` lists the sha256 of every file in this version. Setup steps a person does by hand are under `howto/`. Standing rules (install-time file safety, merge philosophy and others) are under `docs/`.

## Foundation

These seven features (FTR-01 through FTR-06, and FTR-15 Project Cache) are the foundation every other feature in this catalog assumes is already in place. They're listed with individual dependencies of `none` because none of them depend on each other structurally — but in practice, install all seven together first, before installing anything else. A project missing even one of these seven will have gaps that surface unpredictably later, not at install time.

FTR-15 (Project Cache) is here because it carries context: one folder (`project_cache\`) and one generated index (`INDEX.md`, backed by `INDEX.json`) that tell any agent in the project which cached file to read and when. It has no hard dependencies, so it installs in this first pass.

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-01 | Bootstrap Operating Behavior | 1.3 | No | How the bootstrap reads state, merges and enriches instead of overwriting or merely preserving, acknowledges pointer-style features, and routes unresolved gaps | none | [FTR-01.md](id/FTR-01.md) | [bootstrap-operating-behavior](skills/bootstrap-operating-behavior/SKILL.md) |
| FTR-02 | Agent Personality & Tone | 2.0 | No | Generically warm, patient tone grounded in integrity, organization, and helpfulness — no named personality, no personal contact | none | [FTR-02.md](id/FTR-02.md) | [agent-identity-and-personality](skills/agent-identity-and-personality/SKILL.md) |
| FTR-03 | Process Safeguard Standing Rule | 1.0 | No | Redirects toward real work if any single task stalls 3+ exchanges | none | [FTR-03.md](id/FTR-03.md) | [process-safeguard](skills/process-safeguard/SKILL.md) |
| FTR-04 | Agent Role & Project Identity | 1.1 | No | Project title, description, type, project code, and a project-appropriate agent role — sharpened rather than merely copied forward when existing content reads generic or thin | none | [FTR-04.md](id/FTR-04.md) | [agent-role-and-project-identity](skills/agent-role-and-project-identity/SKILL.md) |
| FTR-05 | Connectors & Capabilities | 1.0 | No | Records which connectors are live and what each enables | none | [FTR-05.md](id/FTR-05.md) | [connectors-and-capabilities](skills/connectors-and-capabilities/SKILL.md) |
| FTR-06 | File Storage & Transfer Rules | 1.0 | No | Two storage layers, canonical path, #drop\, and the no-base64 transfer rule | FTR-05 | [FTR-06.md](id/FTR-06.md) | [file-storage-and-transfer](skills/file-storage-and-transfer/SKILL.md) |
| FTR-38 | Multi-Sub-Project Awareness | 1.0 | Yes | Formalizes a project root containing multiple genuinely separate sub-projects — sub-project table, self-contained per-sub-project folders, shared root-level layer, drop-folder routing, and file-naming extension; extends FTR-07/FTR-08 rather than replacing either | FTR-07, FTR-08 (also uses, if installed: FTR-15) | [FTR-38.md](id/FTR-38.md) | [multi-sub-project-awareness](skills/multi-sub-project-awareness/SKILL.md) |
| FTR-42 | Email Account Awareness & Signature Management | 1.0 | Yes | Project-level email account selection plus a deterministic signature (and default composition style) pulled from a real sent email, dual-written into admin\EMAIL_SIGNATURE.md and inline in admin\AGENT_INSTRUCTIONS.md | none | [FTR-42.md](id/FTR-42.md) | [email-account-and-signature-management](skills/email-account-and-signature-management/SKILL.md) |
| FTR-15 | Project Cache | 2.0 | No | Foundation context contract: one cache folder (project_cache\) plus one generated index (INDEX.md, backed by INDEX.json) that tells any agent which cached file to read and when; flat staging dir with a manifest (Excel via FTR-36 when installed, otherwise markdown), explicit permanent exclusion for admin\AGENT_INSTRUCTIONS.md and CLAUDE.md, which never belong here regardless of how they turn up in a scan | none (also uses, if installed: FTR-12, FTR-13, FTR-36) | [FTR-15.md](id/FTR-15.md) | [project-cache](skills/project-cache/SKILL.md) |

## Organization

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-07 | Folder Structure | 1.0 | No | Baseline project folder layout plus type-specific additions | FTR-06 | [FTR-07.md](id/FTR-07.md) | [folder-structure](skills/folder-structure/SKILL.md) |
| FTR-08 | File Naming, Track IDs & Versioning | 1.0 | No | Naming format, multi-track document IDs, dual versioning, roll-up pattern | FTR-04 | [FTR-08.md](id/FTR-08.md) | [file-naming-and-versioning](skills/file-naming-and-versioning/SKILL.md) |

## Documents

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-10 | Document Workflow & Status System | 1.0 | No | Document lifecycle, seeded-item warning, and the command set | none | [FTR-10.md](id/FTR-10.md) | [document-workflow-and-status](skills/document-workflow-and-status/SKILL.md) |
| FTR-11 | PDF Rule | 1.0 | No | PDFs are publication-only; never edit a PDF directly | none | [FTR-11.md](id/FTR-11.md) | [pdf-rule](skills/pdf-rule/SKILL.md) |
| FTR-12 | Markdown Sidecars | 1.1 | Yes | On-demand faithful .md companions from PDFs; markdown preference; now includes a tested, approved .xlsx extraction method (raw zip/XML parse, UTF-8 explicit) | none | [FTR-12.md](id/FTR-12.md) | [markdown-sidecars](skills/markdown-sidecars/SKILL.md) |
| FTR-25 | Directory Cleanup & Inventory | 1.0 | Yes | Full recursive scan, sidecars, categorization, folder recommendations, master report — no moves/deletes | none (also uses, if installed: FTR-04, FTR-06) | [FTR-25.md](id/FTR-25.md) | [directory-cleanup-and-inventory](skills/directory-cleanup-and-inventory/SKILL.md) |
| FTR-33 | Paste-Driven Provenance Archive | 1.0 | Yes | A person retrieves items from a source an agent can't reach (paywalled, session-gated, access-controlled) and pastes them in one at a time; the agent files each into a fixed provenance template and a running index — never fetches or scrapes on its own | none (also uses, if installed: FTR-13) | [FTR-33.md](id/FTR-33.md) | [paste-driven-provenance-archive](skills/paste-driven-provenance-archive/SKILL.md) |

## Trackers

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-13 | Document Registry | 1.1 | No | Excel-workbook tracker (via FTR-36), single source of truth, commit protocol, README, index | FTR-07, FTR-36 (also uses, if installed: FTR-38) | [FTR-13.md](id/FTR-13.md) | [document-tracker-system](skills/document-tracker-system/SKILL.md) |
| FTR-14 | Active Flags Tracker | 1.1 | Yes | Two-sheet Excel workbook (via FTR-36) — open blockers and pending items surfaced at session open; new stable FLAG-NN ID column | FTR-13, FTR-36 | [FTR-14.md](id/FTR-14.md) | [active-flags-tracker](skills/active-flags-tracker/SKILL.md) |
| FTR-36 | Excel Tracker (Base Capability) | 1.1 | Yes | PowerShell + Excel COM automation as the only approved access method (genuinely fast in practice, the real reason it's default), pre-edit backup convention, five-step verification discipline, priming-vs-transfer guidance, and a project-cache markdown sidecar convention — the base capability domain-specific Excel trackers (e.g. legal discovery) build on | none (also uses, if installed: FTR-12) | [FTR-36.md](id/FTR-36.md) | [excel-tracker-base-capability](skills/excel-tracker-base-capability/SKILL.md) |

## Research

*(Split out from Trackers 2026-07-09 — see CHANGELOG.md v6.0. All three depend structurally on FTR-13's tracker architecture via FTR-28, but are grouped here by what they're **for**, not by their dependency chain. See "How the research family fits together" above.)*

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-28 | Multi-AI Research Synthesis System | 2.0 | Yes | RS track: write a research prompt, save it to a single consistent folder, present it inline in chat for the person to copy, submit to multiple AI platforms (with friendly guardrails on making sure each submission is a genuine deep-research run, not just a normal answer), polish the results into one authoritative filed master document | FTR-13 (also uses, if installed: FTR-04, FTR-07, FTR-14, FTR-15, FTR-29, FTR-30) | [FTR-28.md](id/FTR-28.md) | [multi-ai-research-synthesis](skills/multi-ai-research-synthesis/SKILL.md) |
| FTR-30 | Cascading Research Pipeline | 1.1 | Yes | Orchestrates FTR-28 across a dependency graph of research steps — parent chain ID with numbered sub-steps, cascading and parallel dependencies, a pause-and-confirm gate so a step's output is actually loaded into context before anything depending on it runs, and a full worked example | FTR-28 (also uses, if installed: FTR-29) | [FTR-30.md](id/FTR-30.md) | [cascading-research-pipeline](skills/cascading-research-pipeline/SKILL.md) |
| FTR-32 | Cowork Orchestrated Research | 1.0 | Yes | A third execution mode alongside Deep (FTR-28) and Cascade (FTR-30) — one kickoff instruction hands Cowork a whole batch of research items (parallel or chained), and Cowork self-sequences and reports per-item as results land, instead of manual per-item submission | FTR-28 (also uses, if installed: FTR-21) | [FTR-32.md](id/FTR-32.md) | [cowork-orchestrated-research](skills/cowork-orchestrated-research/SKILL.md) |
| FTR-35 | Prompt Vetting Checklist | 1.0 | Yes | A structured, five-question review a research prompt goes through before it's considered genuinely ready to submit — role & framing, goal coverage, objective granularity, cross-reference correctness, staleness/currency flagging. A quality gate between drafting a prompt and running it through FTR-28's pipeline, on request only, not automatic | FTR-28 | [FTR-35.md](id/FTR-35.md) | [prompt-vetting-checklist](skills/prompt-vetting-checklist/SKILL.md) |

## Brand & Identity

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-16 | Brand Setup | 1.0 | Yes | Logo, color, typography, preview, and the Brand Standards document | FTR-07 | [FTR-16.md](id/FTR-16.md) | [brand-setup](skills/brand-setup/SKILL.md) |
| FTR-17 | Entity / Organization Profile | 1.0 | Yes | One-time org/business profile referenced on every document | none | [FTR-17.md](id/FTR-17.md) | [entity-profile](skills/entity-profile/SKILL.md) |

## Legal

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-18 | Legal Preferences Profile | 1.1 | Yes | Caption, formatting, naming, citation standards for legal projects — now packaged with a generic Motion Branding Spec and a downloadable generic motion template | FTR-07 | [FTR-18.md](id/FTR-18.md) | [legal-preferences](skills/legal-preferences/SKILL.md) |
| FTR-27 | Legal Citation Management System | 1.0 | Yes | Citation Vetting Report (CVR) tracking every legal citation through TBV/VERIFIED/FLAG/DROP status — catches hallucinated or mischaracterized AI-generated citations before filing | FTR-15 | [FTR-27.md](id/FTR-27.md) | [legal-citation-management](skills/legal-citation-management/SKILL.md) |
| FTR-29 | Legal Case Research Synthesis | 1.1 | Yes | LR track: FTR-28's engine, tied to the Master Case File instead of a generic tracker, with legal-specific case-context requirements, RS/LR track-assessment guidance, and a note on how FTR-30's chain mechanic applies to the LR track too | FTR-28 (also uses, if installed: FTR-04, FTR-27, FTR-30) | [FTR-29.md](id/FTR-29.md) | [legal-case-research-synthesis](skills/legal-case-research-synthesis/SKILL.md) |
| FTR-41 | Georgia Appellate Rules & Statutes Reference | 1.0 | Yes | Complete, primary-source-verified current text of the GA Court of Appeals Rules, GA Supreme Court Rules, and O.C.G.A. Title 5 (Appeal and Error); ships with a downloadable reference package plus a changelog — companion to FTR-37, not overlapping | none | [FTR-41.md](id/FTR-41.md) | [georgia-appellate-rules-statutes-reference](skills/georgia-appellate-rules-statutes-reference/SKILL.md) |
| FTR-37 | Legal Discovery Tracking | 1.0 | Yes | Excel tracker schema for Interrogatories/RFPs/RFAs — deterministic row-per-question tracking, Georgia discovery-cap counting rules, party-folder structure, and a 7-category strategy-document taxonomy; ships with a downloadable Georgia statutes-and-guide reference package | FTR-36 | [FTR-37.md](id/FTR-37.md) | [legal-discovery-tracking](skills/legal-discovery-tracking/SKILL.md) |

## Utility

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-39 | EML Archiver (Base Capability) | 1.0 | Yes | Retrieve email as byte-authentic .eml files (Office 365 Graph API, scripted, or manual browser reconciliation fallback) and file into a permanent, labeled, chronological archive with sidecars and a manifest; ships with a downloadable toolkit (scripts + reconciliation HTML example) | none (also uses, if installed: FTR-36) | [FTR-39.md](id/FTR-39.md) | [eml-archiver](skills/eml-archiver/SKILL.md) |
| FTR-40 | Email Topic Discovery | 1.0 | Yes | Topic-scoped email discovery: define a scope (search term/domain/person), search/capture/reconcile/fetch/archive/describe pipeline nesting under FTR-39's retrieval mechanics; ships with a downloadable run-descriptor template | FTR-39 | [FTR-40.md](id/FTR-40.md) | [email-topic-discovery](skills/email-topic-discovery/SKILL.md) |

## Continuity

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-09 | Startup Display & Reminder Mode | 1.0 | No | Opening project-snapshot dashboard; toggleable on/off | none | [FTR-09.md](id/FTR-09.md) | [startup-display](skills/startup-display/SKILL.md) |
| FTR-19 | Session Handoff Protocol | 1.0 | No | Carry a conversation into the next one without losing context | none | [FTR-19.md](id/FTR-19.md) | [handoff-protocol](skills/handoff-protocol/SKILL.md) |
| FTR-20 | Cowork Integration | 1.1 | Yes | Offload a task to Cowork and bring the result back into #drop; now proactively suggests Cowork for high-volume, mechanical, low-judgment-per-item work instead of waiting to be asked | FTR-06 | [FTR-20.md](id/FTR-20.md) | [cowork-integration](skills/cowork-integration/SKILL.md) |
| FTR-21 | CLAUDE.md Cowork Context File | 2.0 | No | Root CLAUDE.md as a short generated entry file, not a mirror: it routes agents to rules, procedures and reference sliced from the agent instructions, which stay whole and are the source of truth. Adding a new rule, procedure or feature edits the instructions only; CLAUDE.md changes only when the owner approves a re-run of the conversion | FTR-06 (also uses, if installed: FTR-15, FTR-23) | [FTR-21.md](id/FTR-21.md) | [agent-md-context-file](skills/agent-md-context-file/SKILL.md) |
| FTR-34 | Repository Ledger Visualization | 1.0 | Yes | On-demand, on-brand HTML snapshot of the whole file repository — folders/files grouped into a small number of meaningful categories, rendered from a one-time-derived, locked design template rather than redesigned per request; the first feature in this catalog to use the POINTER-STYLE mechanism, with its raw HTML/CSS template and a fabricated-data live preview hosted as their own standalone asset files | none (also uses, if installed: FTR-04, FTR-13) | [FTR-34.md](id/FTR-34.md) | [repository-ledger-visualization](skills/repository-ledger-visualization/SKILL.md) |

## Health & Maintenance

| ID | Title | Ver | Optional | What it does | Depends on | Read | Skill |
|---|---|---|---|---|---|---|---|
| FTR-22 | Project Audit / Health Check | 1.0 | No | On-demand color-coded health-check matrix with recommended actions | none | [FTR-22.md](id/FTR-22.md) | [project-audit](skills/project-audit/SKILL.md) |
| FTR-23 | Agent Instructions Sync | 1.0 | No | Keeps the Project Instructions field and the local file aligned | none | [FTR-23.md](id/FTR-23.md) | [agent-instructions-sync](skills/agent-instructions-sync/SKILL.md) |
| FTR-24 | Agent Instructions Generation & Deploy | 1.1 | No | Assembles, verifies, and deploys the instructions + housekeeping sections, enriching rather than merely preserving flagged content | none (also uses, if installed: FTR-01, FTR-04) | [FTR-24.md](id/FTR-24.md) | [agent-instructions-generation](skills/agent-instructions-generation/SKILL.md) |
| FTR-26 | Install Manifest & Reconciliation | 1.1 | No | Records what's installed and at what version; on-demand check for updates against this catalog, plus a deeper opt-in mode that compares actual implemented content against each feature's real spec page, not just version numbers | none | [FTR-26.md](id/FTR-26.md) | [install-manifest-and-reconciliation](skills/install-manifest-and-reconciliation/SKILL.md) |
| FTR-31 | Preferred MCP Instance | 1.0 | Yes | Names which MCP connector instance this project should default to when more than one of the same kind is installed, so parallel conversations don't collide — a plain preference, not a management system; commands: "show me the MCPs" and "prefer [name]" | none | [FTR-31.md](id/FTR-31.md) | [preferred-mcp-instance](skills/preferred-mcp-instance/SKILL.md) |

## Reference assets

Supporting files a feature's Write step reads from or links to. They are not installable features and have no Assess, Ask, Write or Confirm steps of their own.

| File | Belongs to | Path |
|---|---|---|
| email-topic-discovery-descriptor-template.md |  | [email-topic-discovery-descriptor-template.md](data/items/email-topic-discovery-descriptor-template.md) |
| eml-archiver-toolkit.zip |  | [eml-archiver-toolkit.zip](data/items/eml-archiver-toolkit.zip) |
| ga-appellate-rules-statutes-reference.zip |  | [ga-appellate-rules-statutes-reference.zip](data/items/ga-appellate-rules-statutes-reference.zip) |
| Generic Motion Template (.docx, downloadable) | FTR-18 Legal Preferences Profile | [generic-motion-template.docx](data/items/generic-motion-template.docx) |
| georgia-discovery-process-statutes-and-guide.zip |  | [georgia-discovery-process-statutes-and-guide.zip](data/items/georgia-discovery-process-statutes-and-guide.zip) |
| Motion Branding Spec (generic) | FTR-18 Legal Preferences Profile | [legal-motion-brand-spec.md](data/items/legal-motion-brand-spec.md) |
| Repository Ledger live preview (.html, fabricated "Thornwood Archive Project" sample data, fully rendered) | FTR-34 Repository Ledger Visualization | [repository-ledger-visualization-preview.html](data/items/repository-ledger-visualization-preview.html) |
| Repository Ledger raw template (.html, hosted directly — no escaping, clickable/pullable as-is) | FTR-34 Repository Ledger Visualization | [repository-ledger-visualization-template.html](data/items/repository-ledger-visualization-template.html) |
| Project Cache Index Spec (format and build procedure for INDEX.json / INDEX.md) | FTR-15 Project Cache | [project-cache-index-spec.md](data/items/project-cache-index-spec.md) |

## Rules and reference documents

- [What this is](docs/what-this-is.md)
- [Versioning](docs/versioning.md)
- [Dependency logic](docs/dependency-logic.md)
- [Prerequisites (not a feature, not a dependency)](docs/prerequisites-not-a-feature-not-a-dependency.md)
- [INSTALL-TIME FILE SAFETY (added 2026-07-07, after a real incident)](docs/install-time-file-safety-added-2026-07-07-after-a-real-incident.md)
- [CLAUDE.md is a mirror, not an alternate target (added 2026-07-08, after a live report)](docs/claude-md-is-a-mirror-not-an-alternate-target-added-2026-07-08-after-a-live-report.md)
- [Merge philosophy: enrich, don't just preserve](docs/merge-philosophy-enrich-don-t-just-preserve.md)
- [POINTER-STYLE FEATURES (added 2026-07-08, first applied 2026-07-21)](docs/pointer-style-features-added-2026-07-08-first-applied-2026-07-21.md)
- [Track-code note (added with FTR-28/FTR-29)](docs/track-code-note-added-with-ftr-28-ftr-29.md)
- [How the research family fits together (FTR-28 / FTR-29 / FTR-30 / FTR-32)](docs/how-the-research-family-fits-together-ftr-28-ftr-29-ftr-30-ftr-32.md)
- [Final category list](docs/final-category-list.md)
- [Non-feature reference assets](docs/non-feature-reference-assets.md)
- ["Install everything"](docs/install-everything.md)
- [Fetch recovery pattern — a known, self-resolving fetch-tool interaction (revised 2026-07-10, reframed 2026-07-22)](docs/fetch-recovery-pattern-a-known-self-resolving-fetch-tool-interaction-revised-2026-07-10-re.md)
- [Site versioning — why item URLs now include a version folder (added 2026-07-25)](docs/site-versioning-why-item-urls-now-include-a-version-folder-added-2026-07-25.md)
- [Full URLs — every item, spelled out literally (added 2026-07-10, versioned 2026-07-25)](docs/full-urls-every-item-spelled-out-literally-added-2026-07-10-versioned-2026-07-25.md)
- [Keeping a record — the Install Manifest](docs/keeping-a-record-the-install-manifest.md)
- [Coverage report](docs/coverage-report.md)

## How-to (setup a person does by hand)

- [Prerequisites: start here](howto/start-here.md)
- [Prerequisite 0 — Tell Claude About This Site (30 seconds, optional)](howto/prereq-0.md)
- [What you're setting up](howto/what-you-re-setting-up.md)
- [Prerequisite 1 — Filesystem MCP (the easy one)](howto/prereq-1.md)
- [Prerequisite 2 — Windows MCP (the manual install)](howto/prereq-2.md)
- [Prerequisite 3 — Fix: Cowork Mode Won't Start (Windows)](howto/cowork-fix.md)
- [Prerequisite 4 — Email/IMAP MCP (only if you need email)](howto/prereq-4.md)
- [Troubleshooting](howto/troubleshooting.md)

## Machine-readable

- [catalog.json](catalog.json)
- [skills/manifest.json](skills/manifest.json)
- [data/index.md](data/index.md) (the original catalog document)
- [data/dependencies.md](data/dependencies.md) and [data/dependencies.json](data/dependencies.json) (the complete dependency map, both directions, with a valid install order)
- [changes.md](changes.md) (what changed in each version)