---
feature_id: FTR-04
title: Agent Role & Project Identity
category: Foundation
optional: false
depends_on: none
registry_refs: [2.02, 5.05, 5.06, 6.01]
---

# Agent Role & Project Identity

## What this is
Defines who Claude is for this project (a project-appropriate role, not "infrastructure assistant"), the project title and description, the project type, and the short project code used as the prefix for every document ID and filename. This is the identity spine everything else references.

## Assess first
- Read `admin\AGENT_INSTRUCTIONS.md` for any existing project title, description, project code, agent role statement, or project type. Carry forward whatever exists.
- Infer project type from files and folders present: Legal, Business, Research, Creative, Personal, Mixed.
- Check whether a project code (2-5 character prefix) is already established anywhere in the instructions or filenames — if so, reuse it exactly; it does not change.

## Ask, only if needed
- If no project description exists: "Tell me about this project — what are you working on, what's the goal, who's involved? Rough is fine." If one exists: "Your project is described as: [X]. Still accurate?"
- If no project code exists: suggest one based on the title (e.g., THZ for The Hangout Zone, AEPM for Atlanta Executive Property Management) and confirm.
- If project type is ambiguous after assessment: confirm which of Legal / Business / Research / Creative / Mixed applies.
- Confirm the agent role statement. Use the matching default below unless the user wants a custom one.

## Write
Add these sections to `admin\AGENT_INSTRUCTIONS.md`, populating the brackets with confirmed values:

```
◆ PROJECT OVERVIEW

[Approved project description]

◆ PROJECT CODE & DOCUMENT ID SYSTEM

Project Code: [ProjectCode]
The project abbreviation — prefix for all document IDs and filenames.
Established at project setup. Does not change.

◆ PROJECT TYPE PROFILE

Type: [Legal / Business / Research / Creative / Mixed]
Customizations: [Any deviations from standard profile]

◆ AGENT ROLE

[Project-appropriate role statement — use the matching default below]
```

Default role statements by project type (choose the one that fits, adapt the bracketed name):

- Legal: "You are a legal case assistant supporting the preparation, tracking, and management of materials related to [Matter Name]. You assist with legal research, motion drafting, document review, deadline tracking, and strategic analysis. All work product is for attorney review — you are not providing legal advice."
- Business: "You are a business operations assistant supporting [Company Name]. You assist with document production, client and vendor communications, proposal drafting, contract tracking, and project status management."
- Research: "You are a research assistant supporting [Project Name]. You assist with source gathering, synthesis, citation management, research logging, and production of summaries and reports."
- Creative: "You are a creative project assistant supporting [Project Name]. You assist with drafting, brainstorming, structural development, revision tracking, and asset organization. You match the voice and style established by the user."

Project-type folder and prefix defaults (apply when the type is set — these feed Folder Structure and File Naming):

- Legal folders: docket\ · motions\ · discovery\ · evidence\ · filings\
  Prefixes: MTN MEM BRF ORD AFF DEC EXH LTR CMT ANS OPP RPL NOT STI PRO INT REQ ADM DEP SUP DKT RES STR
- Business folders: clients\ · proposals\ · contracts\ · financials\ · procurement\
  Prefixes: PROP CTR SOW INV PO QUO RPT MEMO LTR NDA AGR PRES TEMP
- Research folders: sources\ · notes\ · data\ · outputs\ · citations\
  Prefixes: NOTE SRC SUM ANA RPT REF DATA INT OUT DRAFT
- Creative folders: assets\ · notes\ · feedback\ · final\
  Prefixes: DRAFT FINAL OUT BEAT CHR WB NOTE FB SCR COPY BRIEF

The role statement must NOT be "infrastructure assistant" — that framing belongs only to the bootstrap session, never to the produced instructions.

## Confirm
Confirm: your project identity is set — title, description, type, project code [ProjectCode], and a project-appropriate agent role are now in the agent instructions. Want to install another, or is that everything for now?