Claude Compass

Rules

ℹ️
To add a new rule say "create a global rule — [your rule]". Claude will add it to _global\CLAUDE.md and document it on this page.
1
Document every global rule on the Global Rules page
Added 18 May 2026

Every time a global rule is created, Claude must add it to _global\CLAUDE.md and document it on this page — including what the rule is and exactly how it is implemented.

Implementation
  • Rule stored in the # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as a numbered card on _claude-guide\global-rules.html
  • Both updates happen in the same response — never one without the other
  • Trigger phrase: "create a global rule — [rule text]"
2
Warn when context is getting full and save a handover note
Added 18 May 2026

When the conversation is getting long and context is at risk of running out, Claude must warn Matthew proactively — before it becomes critical. Claude then runs the /handover skill to save a structured note so the session can be picked up cleanly.

In a new session, saying "read the handover" tells Claude to load the latest handover file, read the files listed in it, then confirm its understanding before proceeding.

When to warn
  • When the conversation has become very long and complex
  • Before Claude Code triggers automatic compaction (which can lose nuance)
  • Always warn early — never let context silently run out
How it works
  • Claude runs /handover — the skill asks for a session name and save location
  • Filename format: handover-YYYY-MM-DD-{session-name}.md
  • Project work → Customers\{Customer}\{Project}\_output\
  • Root / global work → C:\Users\matt_\OneDrive\Claude\_output\
New session pickup
  • "read the handover" — loads the most recent handover file
  • "read the handover from [date]" — e.g. "read the handover from 18 May"
  • "read the handover [session-name]" — e.g. "read the handover claude-guide-setup"
  • Claude reads the note, reads the files listed, confirms understanding, then proceeds
How this rule was implemented
  • Rule updated in # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md to reference /handover skill
  • Rule 2 card updated on _claude-guide\global-rules.html
  • /handover skill saved to ~/.claude/commands/handover.md
3
Plan first — do not implement until told to proceed
Added 18 May 2026

Before implementing anything non-trivial, Claude must present a clear plan and wait for explicit approval. No files are created, no folders built, no code written until Matthew says to go ahead.

What a plan must include
  • What is going to be created or changed
  • Where each file or folder will live (full paths)
  • Any decisions or trade-offs Matthew should be aware of
  • What will NOT be done (to confirm scope)
When this applies
  • Any task involving creating or modifying multiple files or folders
  • Any structural or architectural decision
  • Anything where getting it wrong would require cleanup
When this does not apply
  • Single, mechanical, agreed-upon actions — e.g. adding a rule that was just discussed
  • Direct instructions with no ambiguity — e.g. "open the guide"
  • Reading or checking files (no implementation involved)
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 3 card on _claude-guide\global-rules.html
4
Document every new root-level folder in the structure page
Added 18 May 2026

When any new folder is created directly under C:\Users\matt_\OneDrive\Claude\, it must be added to the Folder Structure page with a description of its purpose. No folder should exist in the root without being documented.

When this applies
  • Any new top-level folder created under OneDrive\Claude\
  • Update happens in the same response as the folder creation
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 4 card on _claude-guide\global-rules.html
  • Existing undocumented folders _global\, _output\ and _temp\ added to _claude-guide\structure.html
5
Ask before deleting temp files
Added 18 May 2026

After using a file from _temp\, once the task is complete and the output looks good, Claude must ask whether to delete the file — never delete silently.

Implementation
  • After completing work that used a _temp\ file, ask: "Do you want me to delete the file from _temp\?"
  • Only delete after explicit confirmation — never proactively
  • If Matthew says no or doesn't respond, leave the file in place
  • Only ever delete from _temp\ — never delete files from any other folder unless explicitly instructed to do so
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 5 card on _claude-guide\global-rules.html
6
Plan approval = permission to execute within the Claude workspace
Added 18 May 2026

Once Matthew approves a plan, Claude has full permission to carry out all steps in that plan without pausing to re-confirm individual actions. This applies to everything under C:\Users\matt_\OneDrive\Claude\ and downward.

What this means
  • Approval of a plan covers all files, folders, and edits described in that plan
  • Do not stop mid-task to ask "is it okay if I…" for steps already in the agreed plan
  • Scope is limited to C:\Users\matt_\OneDrive\Claude\ and everything beneath it
What this does not cover
  • Any deletion — always confirm before deleting anything, even if deletion was mentioned in the plan
  • Actions outside the Claude workspace — always confirm those separately
  • Anything in a customer repo or external system — those always need explicit instruction
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 6 card on _claude-guide\global-rules.html
7
Keep structure.html in sync with the standard template
Added 18 May 2026

When the standard folder template changes — for example a new subfolder becomes part of the standard customer or project structure — structure.html must be updated to reflect it in the same response.

When this applies
  • A new subfolder is added to the standard customer template (e.g. _temp\)
  • A new subfolder is added to the standard project template
  • Any structural convention changes that affect how customers or projects are laid out
When this does not apply
  • Adding a real customer or project instance — the template stays generic
  • Changes to file contents only (e.g. updating a CLAUDE.md template)
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 7 card on _claude-guide\global-rules.html
8
Update Skills page and Structure page when a new skill is saved
Added 18 May 2026

When a new skill is saved to ~/.claude/commands/, two pages must be updated in the same response — no exceptions.

skills.html
  • Add a new skill card with: slash command name, badge (Global or Project), description of what it does, file path, and any required arguments
  • Move any matching "Coming soon" card to the active Global Skills section
structure.html
  • Add the .md filename to the commands\ section of the folder tree with a short inline comment
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 8 card on _claude-guide\global-rules.html
9
"Can you see [filename]" or "@[filename]" looks in _temp\
Added 18 May 2026 · Updated 18 May 2026

Saying "can you see [filename]" or "@[filename]" tells Claude to find and read that file from the nearest _temp\ folder. After using the file, Claude asks if it should be deleted (per Rule 5).

Search order
  • Project-level _temp\ first (if a project is open)
  • Customer-level _temp\ next
  • Root C:\Users\matt_\OneDrive\Claude\_temp\ as fallback
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule documented as Rule 9 card on _claude-guide\global-rules.html
  • Trigger phrase added to _claude-guide\trigger-phrases.html
  • Updated 18 May 2026: @[filename] added as an alternative shortcut trigger alongside "can you see"
10
Keep all reference lists in documentation ordered correctly
Added 18 May 2026 · Updated 18 May 2026

All reference lists in Claude Compass documentation must be kept in the correct order. When adding a new item, insert it in the right position — never append to the end.

Alphabetical lists
  • Skill cards on skills.html — ordered by slash command name
  • Command files in the commands\ tree on structure.html
  • Any other named reference lists in Claude Compass pages
Numeric lists
  • Rule cards on global-rules.html — must appear in numeric order (1, 2, 3…)
  • Any other sequentially numbered lists in Claude Compass pages
How this rule was implemented
  • Rule updated in # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md to cover numeric lists
  • Rule 10 card updated on _claude-guide\global-rules.html
  • Rule cards on global-rules.html reordered to 1–10
13
Keep notes.html in sync with the notes store
Added 18 May 2026

When adding a note via /notes add, also add a card to notes.html in _claude-guide\ and commit all changes together in a single commit.

How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 13 card added to _claude-guide\global-rules.html
  • /notes skill created at ~/.claude/commands/notes.md
  • _notes\notes.md created as the note store
  • notes.html created in _claude-guide\
12
Keep memories.html in sync with memory files
Added 18 May 2026

When creating or updating a memory file, also update memories.html in _claude-guide\ to reflect the new or changed entry. Do not show secrets or sensitive references on the page.

Each memory card must include
  • Level — Global, Disseminate, Customer: {name}, or Project: {name}
  • Type badge — project, reference, user, or feedback
  • Summary of content — what Claude will use this memory for
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 12 card added to _claude-guide\global-rules.html
  • memories.html updated: level badges added, secrets card removed
14
Use /create-agent when creating a new agent
Added 19 May 2026

When creating a new global agent: use /create-agent to ensure the agent file, agents.html, and structure.html are all created and updated together. Never create an agent file manually without running /create-agent.

How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 14 card added to _claude-guide\global-rules.html
  • _global\agents\ directory created; ~/.claude/agents\ junction pointing to it
  • agents.html created in _claude-guide\
  • create-agent.md skill created in ~/.claude/commands\
  • Agents nav link added to all 10 Compass pages between Skills and Handovers
  • structure.html updated: agents\ added to global config tree and project tree
11
Write commands and copyable text to a file, not inline in chat
Added 18 May 2026

When providing a command or any text that needs to be copied, write it to C:\Users\matt_\OneDrive\Claude\_temp\cmd.txt and open it in Notepad — never display it inline in chat where line wrapping causes copy errors.

How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\.claude\CLAUDE.md
  • Rule 11 card added to _claude-guide\global-rules.html
16
Never use dashes in written text
Added 3 June 2026

Do not use em dashes or hyphens as connectives in any written text (letters, documents, responses). They make writing look AI-generated. Use full sentences instead.

How this rule was implemented
  • Rule added to # Writing Style section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 16 card added to _claude-guide\global-rules.html
  • Feedback memory saved to ~\.claude\projects\...\memory\feedback_no_dashes_in_text.md
17
Never run git commands without explicit permission
Added 15 June 2026

Claude must never run any git command without explicit permission from Matthew. This is a hard rule with no exceptions for convenience — git operations change state that can be difficult to reverse.

Covered by this rule — always ask first
  • git commit — never stage or commit changes without being told to
  • git push — never push to a remote without explicit instruction
  • git pull / git fetch — ask before pulling or fetching
  • git checkout / git switch — ask before changing branches or checking out files
  • git merge, git rebase, git reset — always ask
  • git add / staging — never stage files independently of a commit
Always permitted without asking
  • Read-only inspection: git status, git log, git diff, git show, git branch
Exception
  • Git operations directly implied by an explicitly agreed task instruction — e.g. "update this folder from branch X" authorises the necessary fetch and checkout to complete that specific task
How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 17 card added to _claude-guide\global-rules.html
15
Show email draft and wait for approval before sending
Added 21 May 2026

Before sending any email on Matthew's behalf, display the full draft — To address, Subject, and body — and wait for explicit approval before sending. Write the To and CC addresses to _temp\cmd.txt and open in Notepad so they are easily copyable.

Exception: emails that are part of a pre-authorised agent task where the template or intent was already explicitly approved (e.g. a campaign already signed off, or a scheduled task sending a predetermined message). If the template was approved as part of the task plan, it does not need re-approval each time it fires.

How this rule was implemented
  • Rule added to # Rules section of C:\Users\matt_\OneDrive\Claude\_global\CLAUDE.md
  • Rule 15 card added to _claude-guide\global-rules.html
  • Feedback memory saved to ~\.claude\projects\...\memory\feedback_show_email_before_sending.md