SETUP.md
The AI instruction plan. Claude reads this and installs the entire stack. You don't need to understand it — just point Claude at it.
The BOS Starter Kit
Not a SaaS. Not a subscription. A template folder you download, point Claude at, and own forever. Everything Nick built for his own businesses, stripped of his personal data, ready to install on yours.
How it works
No app to install, no wizard to run. Just a zip file — a structured folder full of plain-text files that contain your entire Business OS, ready to configure.
Claude Code is Anthropic's AI coding assistant — it runs on your Mac and talks to your files directly. Drag the kit folder in and it's immediately in context.
Claude reads the instruction plan, walks through every installation step, and pauses only when it needs something only you can provide: an API key, a password, a decision about your business.
SETUP.md is an AI instruction plan — a detailed set of instructions written for Claude Code, not for humans. Claude reads it and walks through every installation step: checking prerequisites, pulling Docker containers, configuring services, and setting up background jobs. It pauses only when it needs something only you can provide — an API key, a password, a decision.
The human manual (HUMANS.md) is for you. It tells you what accounts to create, where to find your API keys, what the whole system costs, and what to expect in the first week. You read HUMANS.md; Claude reads SETUP.md.
What's in the folder
The AI instruction plan. Claude reads this and installs the entire stack. You don't need to understand it — just point Claude at it.
Your manual. Accounts to create, API keys to collect, costs to expect, and what happens after install. Start here.
The "brain" contract files. They tell Claude Code who you are and what your business does. 30 minutes to customize, pays off forever.
Your profile and communication preferences. The more you fill these in, the better Claude understands your business.
Template for your first business — brand voice, operations overview, and agent rules. Rename and fill in.
Three pre-built skills ready to invoke: daily brief, CFO dashboard, and weekly advisor.
The full self-hosted stack — CRM, automation engine, AI memory, team chat — in one file. docker compose up and it's running.
macOS background service definitions. The daily brief, health checks, and the MCP server that lets Claude call your tools.
The bootstrap installer and a Python requirements file. Claude runs these automatically as part of the install.
Under the hood
Every service is open-source and self-hosted. You pay for the infrastructure, not a middleman's margin.
| Service | What it is | What it does in your BOS |
|---|---|---|
| n8n | Open-source workflow automation | Connects to Gmail, Calendar, Drive — runs on your machine, not in someone else's cloud |
| Qdrant | AI vector database | Stores Claude's memory of your emails, documents, and decisions so nothing gets forgotten |
| Twenty | Open-source CRM | Your customer database — leads, contacts, pipeline — with no per-seat fees |
| Mattermost | Open-source team chat | Where Claude sends your daily briefings, alerts, and financial summaries |
| Beancount | Plain-text accounting | Your self-hosted books — reconciled daily via Plaid, auditable forever in plain text |
| Fava | Web UI for Beancount | The financial dashboard you look at — P&L, cash, balances, all live |
| DocuSeal | Open-source e-signatures | Contracts and waivers — no DocuSign fees, documents stored on your server |
Is this right for you?
Good fit
Not a fit
Still not sure? Book a free 30-min consult — we'll tell you honestly whether this is the right move.
Get the kit
One-time purchase. No subscription. Own it forever.
The complete template folder, AI installer, and human manual.
$300one-time
Delivered as a ZIP download or USB drive. Questions? Email nick@bradfieldenterprises.org