JoeHelbing · March 22, 2026 07:16
diff --git a/setup-guide.html b/setup-guide.html
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 <body>

 <h1>Basic Memory + Obsidian Setup Guide</h1>
 <p class="subtitle">For Windows 11 &mdash; Get Claude Desktop talking to your personal knowledge base</p>

 <div class="overview-box">
  <h3>What You're Setting Up</h3>
  <ul>
    <li><strong>Claude Desktop</strong> &mdash; The AI chat app (you already have the link for this)</li>
    <li><strong>Basic Memory</strong> &mdash; A tool that gives Claude a persistent memory stored as plain text files</li>
    <li><strong>Obsidian</strong> &mdash; A note-taking app that reads those same files, giving you a nice way to browse and edit your knowledge base</li>
  </ul>
  <p>The magic: Claude writes notes to a folder. Obsidian reads from that same folder. Everything stays in sync automatically.</p>
 </div>

 <div class="warning-box">
  <strong>Before you start:</strong> Make sure you have an internet connection and about 20 minutes. You'll need to run some commands in PowerShell (Windows' built-in terminal).
 </div>

 <!-- ============================================================ -->
 <h2><span class="step-number">1</span> Install Claude Desktop</h2>

 <p>You should already have a link for this. Download and install it, then sign in with the account Joe set up for you.</p>

 <p>If you don't have the link: go to <code>claude.ai/download</code> and grab the Windows version.</p>

 <!-- ============================================================ -->
 <h2><span class="step-number">2</span> Run the Automated Setup Script</h2>

 <p>I've made a PowerShell script that installs everything else. Here's how to run it:</p>

 <h3>Open PowerShell as Administrator</h3>
 <ol>
  <li>Right-click the <strong>Start button</strong> (Windows icon, bottom-left)</li>
  <li>Click <strong>"Terminal (Admin)"</strong></li>
  <li>If it asks "Do you want to allow this app to make changes?" click <strong>Yes</strong></li>
 </ol>

 <h3>Allow scripts to run (one-time)</h3>
 <p>Paste this command and press Enter:</p>
 <pre><code>Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser</code></pre>
 <p>Type <code>Y</code> and press Enter if it asks you to confirm.</p>

 <h3>Download and run the setup script</h3>
 <p>Copy and paste this entire block into the terminal, then press Enter:</p>
 <pre><code># Download the setup script
 $setupUrl = "PASTE_RAW_URL_HERE"
 $setupPath = "$env:TEMP\setup-basic-memory.ps1"
 Invoke-WebRequest -Uri $setupUrl -OutFile $setupPath

 # Run it
 & $setupPath</code></pre>

 <div class="warning-box">
  <strong>Note for Joe:</strong> Replace <code>PASTE_RAW_URL_HERE</code> above with the actual URL where you host this script (e.g., a GitHub Gist raw URL or a file share link). Alternatively, your brother can skip the download step &mdash; just send him the <code>setup-basic-memory.ps1</code> file directly and have him run it from wherever he saves it.
 </div>

 <h3>If Joe sent you the script file directly</h3>
 <p>Save the file <code>setup-basic-memory.ps1</code> somewhere (like your Desktop), then in the admin terminal:</p>
 <pre><code># If saved to Desktop:
 & "$env:USERPROFILE\Desktop\setup-basic-memory.ps1"</code></pre>

 <p>The script will:</p>
 <ul>
  <li>Install Python 3.13 (if not already installed)</li>
  <li>Install the <code>uv</code> package manager</li>
  <li>Install Basic Memory</li>
  <li>Configure Claude Desktop to connect to Basic Memory</li>
  <li>Create the <code>C:\Users\YourName\basic-memory</code> folder</li>
  <li>Install Obsidian (if not already installed)</li>
 </ul>

 <div class="success-box">
  <strong>When it's done,</strong> the script will print "Setup Complete!" and tell you the remaining manual steps.
 </div>

 <!-- ============================================================ -->
 <div class="page-break"></div>

 <h2><span class="step-number">3</span> Restart Claude Desktop</h2>

 <p>After the script finishes, you need to fully restart Claude Desktop so it picks up the new configuration:</p>

 <ol>
  <li>Find Claude in your system tray (bottom-right of screen, near the clock)</li>
  <li>Right-click the Claude icon</li>
  <li>Click <strong>Quit</strong></li>
  <li>Open Claude Desktop again from the Start menu</li>
 </ol>

 <!-- ============================================================ -->
 <h2><span class="step-number">4</span> Verify Basic Memory is Connected</h2>

 <ol>
  <li>In Claude Desktop, look at the chat input area</li>
  <li>You should see a small <strong>tools icon</strong> (looks like a wrench or hammer)</li>
  <li>Click it &mdash; you should see "basic-memory" tools listed</li>
  <li>If you see them, type this message to Claude:</li>
 </ol>

 <pre><code>List my basic memory projects</code></pre>

 <p>Claude should respond with something like:</p>
 <pre><code>You have 1 project:
 - main (default) - C:\Users\YourName\basic-memory - 0 notes</code></pre>

 <div class="warning-box">
  <strong>Don't see the tools?</strong> Make sure you fully quit and reopened Claude Desktop (not just closed the window). If it still doesn't work, see the Troubleshooting section at the end.
 </div>

 <!-- ============================================================ -->
 <h2><span class="step-number">5</span> Set Up Obsidian</h2>

 <ol>
  <li>Open <strong>Obsidian</strong> (search for it in the Start menu)</li>
  <li>If it's your first time, you'll see a welcome screen</li>
  <li>Click <strong>"Open folder as vault"</strong></li>
  <li>Navigate to <code>C:\Users\YourName\basic-memory</code>
    <ul>
      <li>In the folder picker, click on your username folder, then <code>basic-memory</code></li>
    </ul>
  </li>
  <li>Click <strong>"Open"</strong> (or "Select Folder")</li>
  <li>If Obsidian asks about "Trust this vault" or community plugins, click <strong>"Trust author and enable plugins"</strong> (or just "Trust")</li>
 </ol>

 <p>You now have Obsidian looking at the same folder that Basic Memory writes to.</p>

 <!-- ============================================================ -->
 <h2><span class="step-number">6</span> Test Everything Together</h2>

 <p>Go back to Claude Desktop and type:</p>

 <pre><code>Create a note called "Hello World" with a summary of what Basic Memory does and why it's useful.</code></pre>

 <p>Now switch to Obsidian. You should see a new file called <strong>"Hello World"</strong> appear in the sidebar. Click on it to read it.</p>

 <p>Try another one:</p>

 <pre><code>Create a note about my favorite movies. I like sci-fi, especially Arrival and Blade Runner 2049.</code></pre>

 <p>Check Obsidian again &mdash; another note should appear.</p>

 <div class="success-box">
  <strong>That's it! You're all set.</strong> Claude now has a persistent memory that you can browse, search, and edit in Obsidian. Notes are just regular text files on your computer.
 </div>

 <!-- ============================================================ -->
 <div class="page-break"></div>

 <h2>Troubleshooting</h2>

 <h3>Claude Desktop doesn't show Basic Memory tools</h3>
 <ol>
  <li>Make sure you fully quit Claude (system tray > right-click > Quit), then reopen</li>
  <li>Check the config file exists: open File Explorer, paste this in the address bar:
    <pre><code>%APPDATA%\Claude\claude_desktop_config.json</code></pre>
  </li>
  <li>Open that file with Notepad and verify it looks like:
    <pre><code>{
  "mcpServers": {
    "basic-memory": {
      "command": "C:/Users/YourName/.local/bin/uvx.exe",
      "args": ["basic-memory", "mcp"]
    }
  }
 }</code></pre>
  </li>
  <li>If the <code>command</code> path doesn't point to a real file, open a terminal and type:
    <pre><code>where uvx</code></pre>
    Use whatever path that returns (with forward slashes <code>/</code> instead of backslashes <code>\</code>)
  </li>
 </ol>

 <h3>"ENOENT" error in Claude Desktop logs</h3>
 <p>This means Claude can't find the <code>uvx</code> command. Fix: replace <code>"uvx"</code> in the config with the full path to <code>uvx.exe</code>. The setup script tries to do this automatically, but if it didn't work, run <code>where uvx</code> in a terminal to find the path.</p>

 <h3>Python isn't found after install</h3>
 <p>Close your terminal completely and open a new one. Windows sometimes needs a fresh terminal to pick up new programs. If it still doesn't work, reinstall Python from <code>python.org</code> and make sure to check <strong>"Add Python to PATH"</strong> during installation.</p>

 <h3>Obsidian doesn't show new notes</h3>
 <p>Notes might take a moment to sync. Try clicking a different folder and back. Make sure you opened the correct folder: <code>C:\Users\YourName\basic-memory</code> (check there's a <code>main</code> subfolder inside it &mdash; notes go in there).</p>

 <h3>Script fails partway through</h3>
 <p>You can safely run the script again &mdash; it skips things that are already installed. If a specific step keeps failing, screenshot the error and send it to Joe.</p>

 <!-- ============================================================ -->
 <h2>Quick Reference</h2>

 <table style="width:100%; border-collapse:collapse; margin-top:12px;">
  <tr style="border-bottom: 2px solid #e2e8f0;">
    <th style="text-align:left; padding:8px;">What</th>
    <th style="text-align:left; padding:8px;">Where</th>
  </tr>
  <tr style="border-bottom: 1px solid #e2e8f0;">
    <td style="padding:8px;">Your notes</td>
    <td style="padding:8px;"><code>C:\Users\YourName\basic-memory\</code></td>
  </tr>
  <tr style="border-bottom: 1px solid #e2e8f0;">
    <td style="padding:8px;">Claude config</td>
    <td style="padding:8px;"><code>%APPDATA%\Claude\claude_desktop_config.json</code></td>
  </tr>
  <tr style="border-bottom: 1px solid #e2e8f0;">
    <td style="padding:8px;">Claude Desktop</td>
    <td style="padding:8px;">Start Menu > Claude</td>
  </tr>
  <tr style="border-bottom: 1px solid #e2e8f0;">
    <td style="padding:8px;">Obsidian</td>
    <td style="padding:8px;">Start Menu > Obsidian</td>
  </tr>
 </table>

 <!-- ============================================================ -->
 <h2>Checklist</h2>

 <ul class="checklist">
  <li>Claude Desktop installed and signed in</li>
  <li>Setup script ran successfully</li>
  <li>Claude Desktop restarted</li>
  <li>Basic Memory tools visible in Claude</li>
  <li>"List my basic memory projects" works</li>
  <li>Obsidian opened with basic-memory vault</li>
  <li>Test note created and visible in Obsidian</li>
 </ul>

 <footer>
  Setup guide created for you by Joe. If anything goes wrong, just text him.
 </footer>

 </body>
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	<!DOCTYPE html>
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	</style>
	</head>
	<body>

	<h1>Basic Memory + Obsidian Setup Guide</h1>
	<p class="subtitle">For Windows 11 — Get Claude Desktop talking to your personal knowledge base</p>

	<div class="overview-box">
	<h3>What You're Setting Up</h3>
	<ul>
	<li><strong>Claude Desktop</strong> — The AI chat app (you already have the link for this)</li>
	<li><strong>Basic Memory</strong> — A tool that gives Claude a persistent memory stored as plain text files</li>
	<li><strong>Obsidian</strong> — A note-taking app that reads those same files, giving you a nice way to browse and edit your knowledge base</li>
	</ul>
	<p>The magic: Claude writes notes to a folder. Obsidian reads from that same folder. Everything stays in sync automatically.</p>
	</div>

	<div class="warning-box">
	<strong>Before you start:</strong> Make sure you have an internet connection and about 20 minutes. You'll need to run some commands in PowerShell (Windows' built-in terminal).
	</div>

	<!-- ============================================================ -->
	<h2><span class="step-number">1</span> Install Claude Desktop</h2>

	<p>You should already have a link for this. Download and install it, then sign in with the account Joe set up for you.</p>

	<p>If you don't have the link: go to <code>claude.ai/download</code> and grab the Windows version.</p>

	<!-- ============================================================ -->
	<h2><span class="step-number">2</span> Run the Automated Setup Script</h2>

	<p>I've made a PowerShell script that installs everything else. Here's how to run it:</p>

	<h3>Open PowerShell as Administrator</h3>
	<ol>
	<li>Right-click the <strong>Start button</strong> (Windows icon, bottom-left)</li>
	<li>Click <strong>"Terminal (Admin)"</strong></li>
	<li>If it asks "Do you want to allow this app to make changes?" click <strong>Yes</strong></li>
	</ol>

	<h3>Allow scripts to run (one-time)</h3>
	<p>Paste this command and press Enter:</p>
	<pre><code>Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser</code></pre>
	<p>Type <code>Y</code> and press Enter if it asks you to confirm.</p>

	<h3>Download and run the setup script</h3>
	<p>Copy and paste this entire block into the terminal, then press Enter:</p>
	<pre><code># Download the setup script
	$setupUrl = "PASTE_RAW_URL_HERE"
	$setupPath = "$env:TEMP\setup-basic-memory.ps1"
	Invoke-WebRequest -Uri $setupUrl -OutFile $setupPath

	# Run it
	& $setupPath</code></pre>

	<div class="warning-box">
	<strong>Note for Joe:</strong> Replace <code>PASTE_RAW_URL_HERE</code> above with the actual URL where you host this script (e.g., a GitHub Gist raw URL or a file share link). Alternatively, your brother can skip the download step — just send him the <code>setup-basic-memory.ps1</code> file directly and have him run it from wherever he saves it.
	</div>

	<h3>If Joe sent you the script file directly</h3>
	<p>Save the file <code>setup-basic-memory.ps1</code> somewhere (like your Desktop), then in the admin terminal:</p>
	<pre><code># If saved to Desktop:
	& "$env:USERPROFILE\Desktop\setup-basic-memory.ps1"</code></pre>

	<p>The script will:</p>
	<ul>
	<li>Install Python 3.13 (if not already installed)</li>
	<li>Install the <code>uv</code> package manager</li>
	<li>Install Basic Memory</li>
	<li>Configure Claude Desktop to connect to Basic Memory</li>
	<li>Create the <code>C:\Users\YourName\basic-memory</code> folder</li>
	<li>Install Obsidian (if not already installed)</li>
	</ul>

	<div class="success-box">
	<strong>When it's done,</strong> the script will print "Setup Complete!" and tell you the remaining manual steps.
	</div>

	<!-- ============================================================ -->
	<div class="page-break"></div>

	<h2><span class="step-number">3</span> Restart Claude Desktop</h2>

	<p>After the script finishes, you need to fully restart Claude Desktop so it picks up the new configuration:</p>

	<ol>
	<li>Find Claude in your system tray (bottom-right of screen, near the clock)</li>
	<li>Right-click the Claude icon</li>
	<li>Click <strong>Quit</strong></li>
	<li>Open Claude Desktop again from the Start menu</li>
	</ol>

	<!-- ============================================================ -->
	<h2><span class="step-number">4</span> Verify Basic Memory is Connected</h2>

	<ol>
	<li>In Claude Desktop, look at the chat input area</li>
	<li>You should see a small <strong>tools icon</strong> (looks like a wrench or hammer)</li>
	<li>Click it — you should see "basic-memory" tools listed</li>
	<li>If you see them, type this message to Claude:</li>
	</ol>

	<pre><code>List my basic memory projects</code></pre>

	<p>Claude should respond with something like:</p>
	<pre><code>You have 1 project:
	- main (default) - C:\Users\YourName\basic-memory - 0 notes</code></pre>

	<div class="warning-box">
	<strong>Don't see the tools?</strong> Make sure you fully quit and reopened Claude Desktop (not just closed the window). If it still doesn't work, see the Troubleshooting section at the end.
	</div>

	<!-- ============================================================ -->
	<h2><span class="step-number">5</span> Set Up Obsidian</h2>

	<ol>
	<li>Open <strong>Obsidian</strong> (search for it in the Start menu)</li>
	<li>If it's your first time, you'll see a welcome screen</li>
	<li>Click <strong>"Open folder as vault"</strong></li>
	<li>Navigate to <code>C:\Users\YourName\basic-memory</code>
	<ul>
	<li>In the folder picker, click on your username folder, then <code>basic-memory</code></li>
	</ul>
	</li>
	<li>Click <strong>"Open"</strong> (or "Select Folder")</li>
	<li>If Obsidian asks about "Trust this vault" or community plugins, click <strong>"Trust author and enable plugins"</strong> (or just "Trust")</li>
	</ol>

	<p>You now have Obsidian looking at the same folder that Basic Memory writes to.</p>

	<!-- ============================================================ -->
	<h2><span class="step-number">6</span> Test Everything Together</h2>

	<p>Go back to Claude Desktop and type:</p>

	<pre><code>Create a note called "Hello World" with a summary of what Basic Memory does and why it's useful.</code></pre>

	<p>Now switch to Obsidian. You should see a new file called <strong>"Hello World"</strong> appear in the sidebar. Click on it to read it.</p>

	<p>Try another one:</p>

	<pre><code>Create a note about my favorite movies. I like sci-fi, especially Arrival and Blade Runner 2049.</code></pre>

	<p>Check Obsidian again — another note should appear.</p>

	<div class="success-box">
	<strong>That's it! You're all set.</strong> Claude now has a persistent memory that you can browse, search, and edit in Obsidian. Notes are just regular text files on your computer.
	</div>

	<!-- ============================================================ -->
	<div class="page-break"></div>

	<h2>Troubleshooting</h2>

	<h3>Claude Desktop doesn't show Basic Memory tools</h3>
	<ol>
	<li>Make sure you fully quit Claude (system tray > right-click > Quit), then reopen</li>
	<li>Check the config file exists: open File Explorer, paste this in the address bar:
	<pre><code>%APPDATA%\Claude\claude_desktop_config.json</code></pre>
	</li>
	<li>Open that file with Notepad and verify it looks like:
	<pre><code>{
	"mcpServers": {
	"basic-memory": {
	"command": "C:/Users/YourName/.local/bin/uvx.exe",
	"args": ["basic-memory", "mcp"]
	}
	}
	}</code></pre>
	</li>
	<li>If the <code>command</code> path doesn't point to a real file, open a terminal and type:
	<pre><code>where uvx</code></pre>
	Use whatever path that returns (with forward slashes <code>/</code> instead of backslashes <code>\</code>)
	</li>
	</ol>

	<h3>"ENOENT" error in Claude Desktop logs</h3>
	<p>This means Claude can't find the <code>uvx</code> command. Fix: replace <code>"uvx"</code> in the config with the full path to <code>uvx.exe</code>. The setup script tries to do this automatically, but if it didn't work, run <code>where uvx</code> in a terminal to find the path.</p>

	<h3>Python isn't found after install</h3>
	<p>Close your terminal completely and open a new one. Windows sometimes needs a fresh terminal to pick up new programs. If it still doesn't work, reinstall Python from <code>python.org</code> and make sure to check <strong>"Add Python to PATH"</strong> during installation.</p>

	<h3>Obsidian doesn't show new notes</h3>
	<p>Notes might take a moment to sync. Try clicking a different folder and back. Make sure you opened the correct folder: <code>C:\Users\YourName\basic-memory</code> (check there's a <code>main</code> subfolder inside it — notes go in there).</p>

	<h3>Script fails partway through</h3>
	<p>You can safely run the script again — it skips things that are already installed. If a specific step keeps failing, screenshot the error and send it to Joe.</p>

	<!-- ============================================================ -->
	<h2>Quick Reference</h2>

	<table style="width:100%; border-collapse:collapse; margin-top:12px;">
	<tr style="border-bottom: 2px solid #e2e8f0;">
	<th style="text-align:left; padding:8px;">What</th>
	<th style="text-align:left; padding:8px;">Where</th>
	</tr>
	<tr style="border-bottom: 1px solid #e2e8f0;">
	<td style="padding:8px;">Your notes</td>
	<td style="padding:8px;"><code>C:\Users\YourName\basic-memory\</code></td>
	</tr>
	<tr style="border-bottom: 1px solid #e2e8f0;">
	<td style="padding:8px;">Claude config</td>
	<td style="padding:8px;"><code>%APPDATA%\Claude\claude_desktop_config.json</code></td>
	</tr>
	<tr style="border-bottom: 1px solid #e2e8f0;">
	<td style="padding:8px;">Claude Desktop</td>
	<td style="padding:8px;">Start Menu > Claude</td>
	</tr>
	<tr style="border-bottom: 1px solid #e2e8f0;">
	<td style="padding:8px;">Obsidian</td>
	<td style="padding:8px;">Start Menu > Obsidian</td>
	</tr>
	</table>

	<!-- ============================================================ -->
	<h2>Checklist</h2>

	<ul class="checklist">
	<li>Claude Desktop installed and signed in</li>
	<li>Setup script ran successfully</li>
	<li>Claude Desktop restarted</li>
	<li>Basic Memory tools visible in Claude</li>
	<li>"List my basic memory projects" works</li>
	<li>Obsidian opened with basic-memory vault</li>
	<li>Test note created and visible in Obsidian</li>
	</ul>

	<footer>
	Setup guide created for you by Joe. If anything goes wrong, just text him.
	</footer>

	</body>
	</html>
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