setup

OrchestKit Setup Wizard

Personalized onboarding that scans your codebase, detects your stack, recommends skills and MCPs, and generates an actionable improvement plan.

When to Use

• First time after installing OrchestKit (/plugin install ork)
• Joining a new project and want OrchestKit tuned for it
• Periodically with --rescan to track improvement
• Enterprise users who need safe, user-scoped install confirmation

Quick Start

/ork:setup              # Full 8-phase wizard
/ork:setup --rescan     # Re-scan after changes (skip safety phase)
/ork:setup --score-only # Just show readiness score
/ork:setup --plan-only  # Just show improvement plan
/ork:setup --channel    # Just show release channel
/ork:setup --configure  # Jump directly to Phase 3.5: project configuration wizard

Argument Resolution

FLAG = "$ARGUMENTS[0]"  # First token: --rescan, --score-only, --plan-only, --channel
# If no arguments, run full 8-phase wizard.
# $ARGUMENTS is the full string (CC 2.1.59 indexed access)

The Nine Phases

Phase	What	Tools Used	Output
1. Scan	Detect languages, frameworks, infra, existing config	Glob, Grep, Read	Raw scan data
2. Stack	Classify detected stack, confidence levels	—	Stack profile
3. Safety	Check existing config, confirm scope (user/project)	Read, AskUserQuestion	Install confirmation
3.5. Configure	Interactive project configuration wizard → writes env block to per-project settings	Read, Write, AskUserQuestion	Configured settings file
4. Skills	Match stack to skills, suggest custom skills	Grep, Glob	Skill recommendations
5. MCPs	Recommend MCPs based on stack and gaps	Read, Bash	MCP recommendations
6. Score	Compute readiness score (0-10, 6 dimensions)	All above data	Readiness score
7. Plan	Prioritized improvements with runnable commands	—	Action plan
8. Keys	Install recommended keyboard shortcuts	Read, Bash, AskUserQuestion	Keybindings

---

Phase 1: Scan

Load details: Read("${CLAUDE_SKILL_DIR}/references/scan-phase.md") for full scan commands (20 parallel Glob probes + dependency file reads + pattern detection counts).

Scans for package manifests (package.json, pyproject.toml, go.mod, Cargo.toml, etc.), infrastructure (Docker, GitHub Actions, Terraform, K8s), and existing CC configuration. Pattern detection counts API routes, React components, models, and tests for custom skill suggestions.

Phase 2: Stack Detection

Classify scan results into a stack profile and present to user (languages, frameworks, database, infra, testing, existing CC config).

Load Read("${CLAUDE_SKILL_DIR}/references/stack-skill-mapping.md") for the full stack-to-skill mapping table, MCP recommendation matrix, and custom skill suggestion patterns.

Phase 2b: Channel Detection

Detect release channel from manifests/ork.json version string. Classification: X.Y.Z = stable, X.Y.Z-beta.* = beta, X.Y.Z-alpha.* = alpha. Display alongside stack profile. Use --channel flag to show only channel detection.

Phase 3: Safety Check

Load details: Read("${CLAUDE_SKILL_DIR}/references/safety-check.md") for the full AskUserQuestion prompt and conflict detection logic.

Offers three install scopes: User-only (recommended, invisible to teammates), Project-wide (committed to repo), or Already installed (skip to configure). Checks for existing OrchestKit installs and conflicting plugins.

Console auth (CC 2.1.79+): Users authenticating via Anthropic Console (API billing) can run claude auth login --console instead of the default OAuth flow. Useful for teams on usage-based API billing rather than Pro/Team subscriptions.

Phase 3.5: Project Configuration Wizard

Load details: Read("${CLAUDE_SKILL_DIR}/references/configure-wizard.md") for the full 6-step interactive configuration flow (branch strategy, commit scope, localhost browser, perf telemetry, log verbosity, webhook telemetry) and env var reference.

Also reachable directly via /ork:setup --configure — skips phases 1-3.

---

Phase 4: Skill Recommendations

Present skill categories using AskUserQuestion with 4 focus options (Full-stack, Backend, Frontend, DevOps) with multiSelect: true. Load Read("${CLAUDE_SKILL_DIR}/references/stack-skill-mapping.md") for mapping tables and custom skill suggestions.

Phase 5: MCP Recommendations

Check installed vs recommended MCPs by reading .mcp.json and ~/.claude/settings.json. Load Read("${CLAUDE_SKILL_DIR}/references/stack-skill-mapping.md") for the MCP recommendation matrix. Present as toggles with install commands.

Phase 6: Readiness Score

Compute a composite score (0-10) from 6 dimensions. Load Read("${CLAUDE_SKILL_DIR}/references/readiness-scoring.md") for dimension weights, score presentation template, memory integration, and improvement plan template.

Phase 7: Improvement Plan

Generate prioritized, runnable recommendations in P0/P1/P2 tiers. See readiness-scoring.md for the template and memory persistence pattern.

Phase 7b: CLAUDE.md Health Check

After the improvement plan, check if the user's CLAUDE.md could benefit from CC 2.1.59+ modular structure.

Load details: Read("${CLAUDE_SKILL_DIR}/references/claude-md-health.md") for analysis steps, thresholds, @import syntax, and .claude/rules/ path-scoped rules.

# Quick check
Bash(command="wc -l CLAUDE.md 2>/dev/null | awk '{print $1}'")
Glob(pattern=".claude/rules/*.md")

If CLAUDE.md > 200 lines and no .claude/rules/ exist, recommend splitting. Show the output template from the reference doc.

Phase 8: Keybindings

Load details: Read("${CLAUDE_SKILL_DIR}/references/keybindings.md") for the full keybinding prompt, default shortcuts, and merge logic.

Offers 5 recommended shortcuts (commit, verify, implement, explore, review-pr). Merges with existing ~/.claude/keybindings.json without overwriting user-defined bindings.

Post-Setup

Tip (CC 2.1.69+): After setup completes, run /reload-plugins to activate all plugin changes without restarting your session.

Phase 9: Telemetry & Webhooks

Previously in /ork:configure. Now part of setup for single entry point.

Load details: Read("${CLAUDE_SKILL_DIR}/references/telemetry-setup.md") for the full configuration flow.

Ask user preference with AskUserQuestion:

Mode	Events	Auth	Overhead
Full streaming	All 18 CC events via HTTP hooks	Bearer token	Near-zero
Summary only	SessionEnd + worktree events	HMAC auth	None
Skip	No telemetry	—	None

If streaming selected:

1. Ask for webhook URL
2. Run npm run generate:http-hooks -- <url> --write
3. Save to .claude/orchestration/config.json
4. Remind about ORCHESTKIT_HOOK_TOKEN env var

Phase 10: Optional Integrations

Load details: Read("${CLAUDE_SKILL_DIR}/references/integrations.md") for setup steps.

Covers Agentation UI annotation tool, CC version-specific settings (CC 2.1.7 MCP deferral, CC 2.1.20 task deletion, CC 2.1.23 spinner verbs, CC 2.1.79 turn duration display), and monorepo worktree optimization.

Monorepo Sparse Paths (CC 2.1.76+)

If Phase 1 scan detected a monorepo (pnpm-workspace.yaml, nx.json, lerna.json, turbo.json, or package.json workspaces), suggest configuring worktree.sparsePaths in .claude/settings.json:

{
  "worktree": {
    "sparsePaths": ["src/", "packages/core/", "tests/", "scripts/"]
  }
}

This makes --worktree and agent isolation: worktree check out only the listed directories via git sparse-checkout — significantly faster in large monorepos.

Multi-Directory Plugin Seeding (CC 2.1.79+)

CLAUDE_CODE_PLUGIN_SEED_DIR now supports multiple directories separated by the platform path delimiter (: on Unix, ; on Windows):

export CLAUDE_CODE_PLUGIN_SEED_DIR="/shared/team/plugins:/shared/org/plugins"

This is useful for teams with multiple plugin sources — e.g., a shared org-wide plugin directory alongside a team-specific one. Claude Code scans all listed directories for plugin definitions at startup.

CLI Flags

Flag	Behavior
(none)	Full wizard (phases 1-10)
--rescan	Re-run scan + score, skip safety phase
--configure	Jump directly to Phase 3.5: project configuration wizard
--score-only	Show current readiness score (Phase 6 only)
--plan-only	Show improvement plan (Phase 7 only)
--channel	Show detected release channel only
--telemetry	Jump to Phase 9: telemetry/webhook setup
--preset	Apply a preset (complete/standard/lite/hooks-only/monorepo)

Presets (via --preset)

Apply a preset to quickly configure OrchestKit without the full wizard:

Preset	Skills	Agents	Hooks	Best For
complete	91	31	96	Full power — everything enabled
standard	91	0	96	Skills + hooks, no agents
lite	10	0	96	Essential workflow skills only
hooks-only	0	0	96	Just safety hooks
monorepo	91	31	96	Complete + monorepo workspace detection

Load preset details: Read("${CLAUDE_SKILL_DIR}/references/presets.md")

References

Load on demand with Read("${CLAUDE_SKILL_DIR}/references/<file>"):

File	Content
scan-phase.md	Phase 1: 20 parallel Glob probes + pattern detection
safety-check.md	Phase 3: Install scope and conflict detection
configure-wizard.md	Phase 3.5: 6-step interactive project config
claude-md-health.md	Phase 7b: CLAUDE.md modular structure analysis
keybindings.md	Phase 8: Keyboard shortcut recommendations
telemetry-setup.md	Phase 9: Webhook/telemetry configuration
integrations.md	Phase 10: Agentation + CC version settings
presets.md	Preset definitions and skill/agent matrices

Related Skills

• ork:doctor — Health diagnostics (wizard uses its checks)
• ork:configure — Internal configuration (called by wizard phases 3.5, 9, 10)
• ork:remember — Knowledge persistence (wizard seeds initial patterns)
• ork:explore — Deep codebase analysis (wizard links for follow-up)
• ork:help — Skill directory (wizard surfaces relevant subset)