Build Your Own Jarvis: The Claude AI & Obsidian AI StackStop starting from scratch with generic AI and learn how to build a personalized assistant that remembers your business, research, and clients. This guide shows you how to integrate Claude AI with Obsidian to create a powerful, local knowledge base that evolves with every use.00:00 - The Most Underrated AI Stack00:53 - Why Obsidian is Your AI's Brain01:21 - Markdown: The Secret to AI Knowledge02:44 - Claude Code and Knowledge Continuity04:19 - The Claude MD Briefing Secret05:18 - Model Context Protocol (MCP) Explained06:53 - Step-by-Step Setup Guide09:16 - Jarvis Workflows for Daily Work
Full transcript
Claude AI and Obsidian, your own personal Jarvis. Claude AI and Obsidian just became the most underrated AI stack on the planet. I'm going to show you exactly how to use them together to build something that most people won't have for another two years. Your own Jarvis.
Not the movie version, not some sci-fi fantasy, a real working AI system that knows your business, remembers you, remembers your research, understands your clients and gets smarter every single time you use it. This is what this setup does and almost nobody is talking about it. Here's the problem everyone is hitting right now. Every time you open up Claude or chatGPT, you start from zero.
Even, for example, setting up OpenClaude straight out of the box, it's pretty basic. It doesn't have a lot of knowledge about you. It doesn't know what you worked on yesterday. You spend 10 minutes re-explaining yourself every time just to get a useful output on every single session.
That is not Jarvis. That's a smart stranger you meet fresh with every single morning and that costs you a lot of time as well. Obsidian, what this does is fixes that permanently. Obsidian becomes your brain everything you know, every client, every idea, every piece of research lives in one place on your computer and Claude Code plugs directly into that brain.
It reads everything, connects everything, works from your actual personal context, not just as blank slate and the result is you stop prompting a generic AI. You start talking to an assistant that actually knows your work. That's the Jarvis moment and it's available right now. Let me explain what these tools actually are because most people have the wrong idea about both of them.
Obsidian is a note-taking app but calling it just a note-taking app is like calling a Swiss army knife just a knife. Technically true, wildly underselling it. Here's what makes Obsidian different from Notion, Google Docs or any other tool you already use. Everything you write in Obsidian lives on your own computer, your hard drive, not a cloud server somewhere, not a subscription platform that you can change its terms tomorrow.
Your computer is playing text files, format called Markdown. Markdown is simple. It's just a hashtag which makes a heading and two asterisks make something bold. That's it basically.
Any program in the world can actually read Markdown and any AI can read Markdown too and that's the whole part of the game. So when your notes, your ideas, your research, your clients info, your content history all live as plain text files in a folder on your computer, you can point Claude directly at that folder with the Markdown knowledge. How does that help? Your notes become a knowledge base that AI can read, search and reason over.
Instead of starting every AI conversation from scratch, you give it access to everything you've ever written. The result is an AI assistant that actually knows your context and it's not a small upgrade. It's a complete change in how AI works for you. Obsidian just crossed 1.5 million users with 22% year-over-year growth.
People who build this setup don't go back and you should spend on average about 43 minutes per day in the app itself which speaks volumes about how central it becomes to daily workflows. This isn't someone using it occasionally and also those numbers are growing fast right because people are figuring out what we're about to talk about. Now when you combine this with Claude code it becomes something that can become fully autonomous and also knows you. So you use Obsidian's Vault system and users can basically create a persistent knowledge base that allows Claude to retain and reference critical information across sessions, maintaining continuity and adapting to evolving needs.
Continuity, that's the word. That is what has been missing from every AI tool until now and the thing most people assume is that setting this up must be hard, must be technical, must require some kind of coding background. It doesn't. The setup was the only hard bit and even that takes minutes and it transforms how you research, how you connect new concepts to previously covered material, how they keep relevant information and the best part is it doesn't take any coding knowledge.
Let me give you an example right. Let's say you run a social media agency, you have five clients and each one has a different brand voice, different audience, different content strategy, right. You've been working with them for months, you know their stuff right now and the cool thing about this is you can put that all into know with Obsidian and then with the Obsidian and Claude code setup, all of that lives in your vault. So you've got one folder per client, brand guidelines, past content, core notes, feedback, history, content ideas you haven't used yet.
You open Claude code inside your vault. You say write me three Instagram captions for this client's new product launch. You match their tone. Use the examples from last quarter and Claude goes into the vault, reads the client folder, reads the tone guide, reads the approved examples and comes back with output that actually sounds like that client, not like a generic piece of AI slop and this is a really powerful way to just save time and get a lot of context.
Now I want to explain the technical core of why this works and promise this isn't going to get complicated. So the secret is a file called Claude MD. When you set up Claude code inside your Obsidian vault, the first thing you do is create a file called Claude MD in your vault. This is basically a briefing document, an instruction manual.
It's a file that Claude reads at the start of every single session. So Claude.md tells the AI what the project is, what tools are available and where to find deeper information. Think of it as like a briefing document for your AI and the key is keeping it focused. Too much and Claude burns tokens and gets confused.
So for example your Claude MD file might say I run a content agency, my three main clients are in fashion, food and fitness, the brand guides are in the clients folder, my content calendar is in planning, my best performing content examples are in archive, my brand voice is casual but credible and I write for business owners age 25 to 45. It's a few paragraphs but it gives Claude all the context it needs so that you get more personalized, more aligned outputs back from it. There's another piece of this setup that most people miss, it's called MCP, model context protocol and basically what this does is allows Claude code to connect directly to Obsidian. So you get that live connection between them and then it can pull in and sync different information right there.
Now you can also use this to connect Claude to other apps as well and then you're just getting help whenever you need it. Let me give you an example. So you could open up Claude in your vault and say okay what's my plate this week, what client deliverables are due and draft a priority list based on my project notes. Claude checks your calendar, checks your task list which you've already connected to with MCP as well, reads your project notes from your vault and gives you a prioritized plan.
You're not like copying and pasting between tools, Claude is just moving between them. So for an agency juggling multiple clients that's enormous, for a freelancer managing projects across platforms it's also super useful and you're not just getting help with individual tasks, you get an assistant that can see your whole operation. That is Jarvis, that is actually what Tony Stark had. Not just an AI that answered questions, an AI that had access to everything and could move between systems seamlessly.
Now before we go further, if everything I'm describing right now is making you think you need to learn more about AI automation, that you need a system for this, that you need more people around you who are already doing this at a high level, that's exactly what the AI Profit Boardroom is built for. Link in the comments description or go to the AIProfitBoardroom.com. We have tons of tutorials in there, step-by-step guides, we have setup guides, we have roadmaps and also weekly video AI automation coaching calls so you can jump on those calls and get help and support in real time. So it's just an awesome community of people learning, growing and working together.
Now if you want to get access to this and if you want to actually set this up, you can actually just go and download Obsidian, it's free and then from there you can go to the Obsidian MD and download it for your computer via Mac, Windows or Linux. From there create your vault. So when Obsidian asks you to create a vault, this is just a folder on your computer. You can name it whatever you want, add your name, your business, your brain, whatever makes sense to you.
Step three is start building your folder structure. So this is the most important part but you don't need to overthink it, so you can keep it simple. Start with a few new folders, could be clients, projects, ideas, research, content, that's enough to start and then from there you can connect it to Claude Code. So you can actually install and give access to Claude Code and your Obsidian notes.
Then when you open up Claude Code, you can ask Claude to set itself up. Just type read my vault structure and write a Claude MD file for me. Claude looks at your folder structure, writes a briefing document and from that moment forward every session starts with context. From that first session your AI has context to set up compounds.
Every note, every session recap, every context file makes the next session faster and more accurate. So you can start simple and then just add more layers and it basically compounds over time. Now let me talk about what happens after that setup. The way that I'd recommend doing it is you come back to it every day.
You update it daily, you give it session recaps, you give it new information. If you have more meetings, put new notes inside Obsidian and then after a month you're building something that's becoming more and more powerful. The other thing that would do is keep adding more and more apps directly to Claude Code so that it can link between all your systems. Because there's one thing having context from Obsidian and then there's another one having Claude Code which is powerful.
But when you connect that to all your apps, so for example your email, your calendar and everything else, it could become more and more powerful. Now the other cool thing about this is the CEO of Obsidian actually announced that any agent, so that could be Claude Code, it could be Codex, could be Gemini CLI, could even be OpenClaude, can now use Obsidian. So any agent can take the context. So you've got like this central hub which is the brain and all the context and then you can connect that to multiple agents.
It doesn't just have to be Claude Code. And then from there you can build up years of accumulated knowledge. That's the payoff. So every note you write today is compounding, every client folder you build is compounding, every piece of research you capture is compounding.
And the people who start the setup today will have one year of compounded context by this time next year. The people who wait will be starting from zero and that gap just grows. As your AI agent becomes more powerful, as it becomes more full of context, as you link that to more new agents, bear in mind there'll be new stuff that comes out in the future, this becomes better and better as you use it. Let me talk about some workflows you can actually use this for.
So for example, let's talk about content repurposing. You could record a podcast, transcribe that into your vault, ask Claude to turn this into a newsletter, three social media posts and five short-form videos. Now Claude knows your brand voice from the rest of your Obsidian vault. It knows how to sound like you, it knows how to research you and that just makes it more powerful.
It could be, for example, meeting prep as well. Let's say you have a call with a client, you haven't spoken to them for two months, you don't really remember the notes, but Claude can go back and produce a full brief for that call before you jump on it. And bear in mind this is a very cheap setup because Obsidian is free, right? It's completely free for personal use.
So there's a paid sync option if you want your notes to sync across devices, but if you've just got it on your computer with your AI agent, then you don't need to pay anything, right? And then Claude Pro is approximately like $20 a month for Claude's code. So the total cost of the setup is about $20 per month, less than most people spend on coffee in a week. And for that $20, you get an AI assistant that knows your business, remembers everything, connects your knowledge and gets smarter every single day.
Compare that to hiring a junior assistant, you might need to spend months training them up, getting them up to speed, they still forget stuff, they still take time off and they still complain about the pay, right? And that's the biggest difference between this. Now here's something that I find genuinely interesting about what this setup does to how you work as well, beyond the AI, right? The Vault actually becomes less of a dump and more of a working document, something you write for an intelligent reader who will actually use it day by day.
So that shift in how you approach note-taking compounds over time in ways that you don't have anything to do with AI, right? The setup just teaches you better thinking habits, better mental models by creating a reader worth writing for. So you start writing better notes as a result, you start capturing more of your life, you start organizing and thinking more clearly, not because you're trying to, but because you know it actually matters when it comes to working and using AI agents. So your notes are not going to sit in the folder forever not being used, your notes are going to be read, they're going to be used, they're going to be fed on AI that's going to do real work for you.
And that basically changes how you take notes, that changes how you capture ideas, and that changes how you think about your own knowledge and business, and that compounds over time. So better notes means better decisions, better decisions means better work, better work means better results, and that chain has nothing to do with core code or AI. But it comes from building a system that makes your thinking visible and searchable and connectable, and the AI is the accelerator, right? But the habit is the foundation.
So your context, your knowledge, plus your history, equals output that sounds like you, knows your business and actually moves your work forward. And that is Java, it's not a smarter chatbot, an AI that actually knows you. And the gap between people who build this and people who don't is just going to get wider every month, right? The context compounds, the setup gets smarter, the advantages stack, and you can start today.
The tools are free, or you can go with the $20 a month plan on Claude. So you can build your work, build your vault, feed it your knowledge, and let Claude work with what you give it. And that's how you get your own Java. So the tech is here, the tools are ready, and the only question is whether you're actually going to build with this or watch other people build their advantage whilst you keep starting from zero every morning.
And if you want to get help with this, if you want to get support, if you want to meet an awesome community, if you want to learn step-by-step tutorials and roadmaps and actual implementable ways to get the most out of this stuff, feel free to join the AI Profit Boarding, link in the comments description, or just go to the AIProfitBoarding.com, build the system, build the vault, build Jarvis, let's go.
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