Stop Using Claude Without an Agentic OS
If you've worked with a second brain or
memory in cloud, you know how powerful
it can be for AI to always be able to
pull in relevant and up-to-date context
around you and your business. But what
makes this even more powerful is to have
a personalized dashboard or command
center on top of it to manage your
intelligence and to automate work. So in
this video, I'll show you the four big
benefits of having this dashboard or
command center set up. I'll show you
what an agentic OS actually is, show you
the three options you have to build one,
and an easy way to set this up for
yourself today. Now you might have heard
these terms like agentic OS or command
center, and there are many other fancy
terms being thrown around, but all it
really means is to have a personalized
dashboard like this set up with all the
relevant and up-to-date context in your
business in one centralized place. Now
there are four main benefits to having
this set up, and the first one is of
course you can have a completely
personalized intelligence or UI
dashboard for yourself with access to
live data from all of your softwares and
data from your second brain if you have
one. And it can be molded into the a
custom UI that presents you with the
most relevant information for you. For
example, in my research tab, I can
instantly see the latest information on
AI and tropic updates, YouTube trends. I
can see the top Reddit AI discussions. I
can see competitor activity. In my comms
tab, I can see unreplied messages across
all my communication channels like
LinkedIn DMs, my Circle AI community,
YouTube, and my email, and all other
relevant and up-to-date intelligence I
need for my day-to-day work. And of
course these dashboards can be
customized for each of our team members.
For example, for one of my sales reps,
his dashboard is customized to his most
important day-to-day work in sales. And
we even have a company-wide dashboard
for general intelligence and analytics.
But besides that, this command center
also allows you to take actions with AI
right from that dashboard. I can, for
example, directly use skills by clicking
buttons to, for example, repurpose my
YouTube video into a LinkedIn post.
Because it's connected to my softwares
through MCPs, it can even take actions
right inside of those softwares. For
example, I can respond directly on
LinkedIn here. I can use a skill to
draft a reply and then actually send it
out through LinkedIn right from my
dashboard. I can also spin up an AI
conversation anytime inside of this
dashboard. And these agents, of course,
have access to all of the context behind
this dashboard. I can also set up
specialized long-running agents like my
YouTube research agent here and run
them. And I even have a widget here
where I can chat with AI that has
context on the dashboard I'm looking at
right now. And these AI capabilities are
not limited to one model. Because a
command center like this becomes model
agnostic. As you can see here, I can use
Claude, but I can also use Codex or I
can integrate it with any other AI
provider that I want. Any of these
models still has access to all of the
context, of course, behind this
dashboard. And lastly, of course,
because it lives on a live URL, we can
really easily share it with team members
or share this with potential AI agency
clients that we set this up for. Now,
because of this combination of things,
you can imagine this can really become
your single command center or operating
system for doing work instead of being
in the cloud desktop or in the terminal
or hip-hopping between many of your
different softwares. Now, we actually
have three options to set this up.
Besides this live URL, I've also set one
up inside of Obsidian and another one
which is a live artifact inside of the
cloud desktop.
Later in this video, I'll give you the
advantages and disadvantages of each of
these setups, give you my
recommendation, and then show you for
each one a simple way to set it up. But
before that, let me quickly go over how
this actually works because it might
look very complicated, but it's actually
not that complicated. And the simplest
way to understand how it works is by
understanding the layers of an agentic
OS or an AI operating system, whatever
you want to call it. Now, first, of
course, we have our L&M layer with our
AI models like Claude, ChatGPT, or
Gemini. Then we have the memory or the
context layer, which usually live in the
folders on our computer with markdown
files that contain context on us, our
business, and even up-to-date context on
everything that's changing and happening
across our business. And with this
context and memory, these LLMs can of
course give us far more relevant and
better outputs, but agents with like
Claude and ChatGPT can of course also
save to this memory, so we get
persistent context and memory across
different chats, different AI providers,
and across different team members. And
this context or memory is of course just
a folder on your computer with markdown
files, text files, or you can be using
Obsidian for this memory or context
layer, which is just a tool or an app
that helps you visualize a folder with a
lot of files in a better way, which is
also known as the second brain. Now, if
you have no idea what this is yet, or
you haven't set this up yourself, I've
two full videos covering how to set up a
second brain. So, if you haven't yet,
make sure to check that video in the
link in the description below, but you
should be able to follow this video,
too.
Then next, we have the capabilities
layer with features like scheduled
tasks, routines, skills, and loops that
allow these agents to actually do tasks
and work for us autonomously. And then
we have the connector and MCP layer that
allows these agents to actually get data
and take actions in our softwares. And
because we have these capabilities like
for example scheduled tasks, we can for
example pull up-to-date context from our
softwares or the internet, like meeting
transcripts from our email inbox,
YouTube data,
recent news, and feed it that
intelligence and that data directly into
that context layer or memory layer. And
it's how we provide that memory layer
with up-to-date and relevant
intelligence for us. But there's still
one layer missing, because if you just
use Claude, for example, in the terminal
with Claude code, we need to prompt an
AI model each time to actually to access
to that up-to-date context and
intelligence from the memory layer. So,
what's missing is really that interface
layer, a place where we can actually see
and act on all of this data and manage
the infrastructure in a better way,
which is really the essential thing for
AI to become our main operating system
for work. And that's why, of course,
these AI providers are investing a lot
in developing their desktop apps like
the Cloud desktop or OpenAI Codex or
Google Antigravity. But, the downside,
of course, of using these AI providers
is that they're not personalized and
they're one-size-fits-all and they don't
actually allow us to visualize this
context or memory layer very well. So,
if you want to get a clear insight on
daily intelligence or my analytics, uh
my to-dos, or my comms, I'd either have
to set up different schedule tasks, uh
like here, and go hip hop between them,
look at the markdown files it generated
for each day, usually, of course,
generated in text file, so harder to
digest. And if you get a folder with
hundreds or thousands, even, of these
context files, it just becomes hard to
digest, of course. And even if you use a
tool like Obsidian to visualize some of
these markdown files a bit better, for
example, here, a market research brief,
they're still laid out as long text
files, uh which is just not a great way
for humans to consume data. So, you can
see why setting up a custom or a
personalized dashboard can be a much
more practical. Also, you might have
seen or heard about these tools like uh
Hermes agent or Hermit AI.
These tools basically have their own
infrastructure or framework that
incorporate all of these layers, but
they've added their specific UI instead
of the Cloud desktop or the Codex UI.
But, I recommend setting up one of these
custom dashboards because the biggest
value of a command center like that, in
my opinion, is to have that personalized
UI or intelligence layer. Because if you
set it up well, you immediately have the
most important context to start your
day, to start taking action, to make
decisions, and to know what to
prioritize. And of course, this can be
set up custom for each of your team
members if you're in a business. Now,
before showing you how to set it up, if
this is all going a little bit too quick
for you, you might just be starting with
this and it might be a little bit
overwhelming. We have a full Attentic OS
setup course in my AI Accelerator that
walks you through all of this
step-by-step together with unlimited
one-on-one live tech help, multiple
weekly Q&As with me and my team, and
resources to make all of this a lot
easier for you. So, if that's
interesting to you, you can check out my
AI Accelerator in the first link in the
description below. Also, if you're a
small business and you want me and my
team to actually set this entire
infrastructure up for you together with
consulting and training for you and your
team, you can also book in a free call
with us in the second link in the
description below. And if you might be a
bigger business and looking for a
long-term AI partner, you can also book
in a free call with my AI agency in the
third link in the description below. So,
how do we set it up? Now, first you want
to define what kind of custom dashboard
you're going to build, and I'll show you
how to set up each one after. Now, the
first option you have is to set up a
live artifact inside of Cloud. The
second option is to set up a custom
dashboard inside of Obsidian. And the
last option is the one that I showed you
at the beginning, which is to set it up
through a custom HTML page that can be
deployed on an actual website. Now, the
advantage of a live artifact is that
it's the easiest to set up and the least
technical. The downside is that you
won't really have an action layer inside
of this dashboard because you can't
actually trigger skills or run agents
directly from this dashboard. You can
also not really take actions in
software. So, if you want to take
actions on this data, you'd need to open
a new task. They're also not shareable
with other people and they can't be used
across teams. You also have some
limitations with the UI. But if you're
just going to use it for yourself and
are mostly interested in that visual
layer, not really the actions, and want
to start simple, and maybe already use
the Cloud Desktop a lot, then I'd
recommend starting with this one. Then
for Obsidian, the upside is that you can
actually add in that action layer, and
you have much more flexibility in the UI
and it becomes shareable. So, you
basically get a dashboard overlay here
on top of your Obsidian. And again, you
can have these buttons like escalate
that actually trigger skills or take
actions in softwares. And you can even
build in a terminal here
to directly interact with Cloud Code or
can also be used for Code X or or Gemini
if you use those. Now, it is a bit more
technical to set up, but if you and
maybe your team already use Obsidian,
this is probably your best option. And
I'll show you in a sec how to do it in
an easy way. And then if you want the
most flexibility, you can use the last
option because you're basically building
a custom app, just like the example I
showed you in the beginning. Now, we can
either build this for ourselves by just
deploying it on a local host, or you can
host it on a website with even password
protection. So, it can be shared with
other people. Now, the big downside with
this setup is that any AI action we
integrate into that app or dashboard,
this will be done through the API. So,
it will be significantly more expensive
to take those AI actions in comparison
to the AI actions, for example, we'd do
on the Obsidian setup. So, that's one
thing to keep in mind. And if you're
setting up or planning to to set up AI
OS systems or dashboards for clients or
other people, I'd either go with option
two or option three depending on if
you're going to use Obsidian for them or
not. Now, I'll show you exactly how to
set up each one, but there's one thing
you want to keep in mind for all of
these is first just focus on building
the interface, the action layer where we
add in the skills or we can use agents
or MCP actions, worry about that later
because 80% of the benefits really come
from that personalized overview or
intelligence. And even at that interface
layer, you want to start really simple.
Start with the
essential things
that you want to see when you start your
day and then build on top of that. And
then once you actually start getting
into the dashboard more and more on a
daily basis, that's where you can start
incorporating actions. Me, for example,
that's where I'm at I'm now opening it
daily to just get a quick glance of
everything that's important for me. And
the more I'm doing it, the more actions
I'm I'm adding in because I I see what's
actually helpful and what not. So, very
much take the minimum viable product
approach. That's my recommendation. So,
first, how do we set up a live artifact
command center? Now, before even this
three-step process, if you haven't
actually set up a second brain yet or a
folder on your computer with some
context, this is really the first step
before even doing this. But, I'm
assuming you already have this. If you
don't, don't worry. Just watch my other
video to get the exact step-by-step on
setting up your context folder or your
second brain. Again, I'll make sure to
link it in the description below. But,
once you have that, there will be three
steps. First, we have to set up an MCP
out of our context folder or our second
brain folder. And this means that we
basically have a connector that can
access the context in our second brain
or in our context folder. Now, why do we
need that? Because these live artifacts,
the way they work is they pull data only
from connectors and MCPs. So, they can
pull data from our softwares.
But, of course, we also want to pull
data from this memory layer, this
context layer. And because that lives on
a folder on our computer, we need to
actually build a connector, an MCP, out
of that folder so the artifact can
actually pull data from it. Because then
every time we reload or open the live
artifact, it will automatically be
updated with the context in our second
brain and our softwares. Now, setting up
this MCP is a bit more technical.
The way you would do it is by building
an MCP of the folder on your computer by
using the MCP builder skill from
Entropic, then deploying it on Railway,
and then creating a connector out of it.
You can do this through Claude code.
But, if you're interested in joining my
accelerator, we list all our skills
including our fault MCP skill, which
basically builds this entire MCP out of
your second brain automatically for you.
So, if you're going to use that skill,
all you need is to make sure that you
have Obsidian set up. It's a free app
that visualizes that context folder on
your computer. Then all you have to do
is go here to settings, download a free
community plugin, which is called Relay
here in browse. You go and
search for Relay.
You can You can just install that one
for free. You can then just import our
scale and then it will walk you through
the entire process of setting up an MCP.
It will set up a railway server and then
give you a URL, which you can just copy,
go to the customize tab, go to the
connectors, and add that as a custom
connector.
You add that link there. You can call it
your second brain. And then all you have
to do is log in with the same account as
um the relay plugin and then you have it
set up. Then once you have set up that
MCP, all we need to do is just prompt
Claude inside of Claude co-work to build
us a live artifact with the dashboard we
want. We can tell Claude something like
build me a live artifact. You can give
your specifications and all the
integrations that you want to add in
this live artifact and how the dashboard
should look. And you can build an
initial version of this command center.
Now again, keep it simple at the start.
I also built a skill that helps you get
to a good initial live artifact
according to your best practices fast,
which is also available together with
all our other skills inside of my AI
accelerator. And then the third step is
to actually start using it and then
iterate and improve based on uh your
using it. Now if you want to set it up
in Obsidian, the nice thing is we don't
actually have to set up an MCP out of
our second brain because it also already
lives inside of Obsidian, which is of
course a local app. Because this command
center basically lives inside of one of
the subfolders, as you can see here. Now
before showing you how you would do
this, again, if you're a bit less
technical and want to make this process
of setting up the Obsidian dashboard
really simple, we also built a skill for
our accelerator members that does this
entire process for you and sets up this
initial dashboard directly for you
inside of Obsidian. All you'd need to do
is import that skill, run the skill. It
will then ask you if you want to set up
a web dashboard or an Obsidian
dashboard. Now in this case, I asked it
to do web dashboard, but you can choose
Obsidian dashboard. It will walk you
through your process, ask you some
questions, which connectors you want to
integrate, etc. And it will then set up
an initial dashboard for you according
to your connectors, etc. Then you can
iterate on that in Claude co-work or in
Cloud Code. The scale you'd have to run
in Cloud Code, but you can do the
iteration process in Co-work or
whatever. All you do is you select your
folder that's connected to your
Obsidian, and you can just prompt Cloud
to adjust the dashboard inside of the
folder to any layout styles that are
more relevant to you. And if you use the
scale, you're already have the terminal
integrated with Cloud Code, so you so
you can actually work directly from
here. Now, if you want to build this out
yourself, what you'll need to do is
first to install some Obsidian community
plugins. You'll need the Custom JS
plugin, the DataView plugin, the Shell
Commands plugin, and the Terminal
plugin. And these you need to actually
be able to build sort of an HTML
dashboard inside of Obsidian, and
actually that actually looks nice. So,
again, you could just go here to the
settings, go to the community plugins,
install those four, like Custom JS,
DataView, Shell Commands, and Terminal.
And once you have those set up, you can
just prompt Cloud in Cloud Co-work or
Cloud Code or even OpenAI if you use
that. Give it access to the folder of
that second pane in Obsidian, and ask it
to create a new folder, which is called
dashboard. And then you can basically
tell it to create your dashboard in your
way. Now, important to also ask it to
integrate your MCPs and softwares, and
what data you want to visualize, of
course. And then lastly, if you want to
add in actions, you can also do it that
way by just prompting Cloud Code or
Cloud Co-work, but it's important to
tell Cloud or any AI provider to use
Cloud in headless mode, which I think is
also possible for OpenAI or or most
other models, but headless mode in Cloud
basically makes it run Cloud
autonomously in the back without using
the API. So, it will run locally. This
is how we make sure that if you, for
example, want to take an action here by
running an agent or a skill, that you're
not running that through the API, which
of course, again, will cost
significantly more. So, again, you can
just tell Cloud any buttons or actions
you want to include. All you want to
specify is that you want to run Cloud in
headless mode. Now, again, it will
probably take some iterations to get to
a good dashboard, but again, it is very
powerful in my opinion. And then lastly,
I'll show you how to set up a custom
page or app that you can also deploy on
a custom website with password
protection and share with other people,
just like the one I showed you at the
beginning of this video. Now again, the
process of setting this up is a bit more
technical because we're basically
building an a custom app. Uh so first,
I'll give you the overview of how you
would do it if you want to use our skill
that helps you set this up fast, and
then I'll tell you how to do it without
our skill. Now firstly again, because it
lives in a custom interface, we need to
actually set up an MCP just like with
the live artifact out of our second
brain. So you can use the same process I
mentioned in the live artifact to do
this, or again, you can use um the OS
NCP skill in my accelerator
that helps you set this up for you in an
easy way. Now once you have that MCP set
up out of your second brain, you can use
that same plugin that I showed you
before, the Obsidian set set up to get
to an initial live dashboard fast, too.
So you can import that Agentyc OS plugin
in the customize tab, and once you've
added it, you can just use a skill in
out of the plugin, which is the Agentyc
OS setup skill. It'll then ask you if
you want to set this up in Obsidian or
as a custom standalone web dashboard. In
this case, you would select standalone
web dashboard. It's then going to walk
you through the entire process. It will
ask you for your API key or Anthropic
API key, because remember with this
custom dashboard setup, we're using
Claude or any other AI provider we want
with an API of course. You can get your
API key by just going to
platform.claude.com,
log in with your Claude account, and
you'll get an API key. It'll then ask
you some questions like the name you
want to give this dashboard, if you want
to add in any team members, it will ask
you which softwares you want to
integrate. You will of course mention
your second brain connector here, too.
It'll ask you some more questions to try
and personalize your dashboard for you
right away. And after going through some
questions, it will give you a local link
where you can basically test this app
yourself. And if you ask Claude in the
chat to also build you a production app
right away that you can share with other
people, it will also give you that link
right away. You can then open it up and
you'll have your initial dashboard set
up. Of course, connected with your
specific connectors that you indicated
and any specifications you gave it. Now,
it will be in my style of my brand, but
you can easily adapt this by just
telling Claude in that same chat to
adjust the style, maybe throwing your
brand guideline. And of course, this
will just help you to get to an initial
setup. Um the way to actually get this
really personalized and good for you is
by just going into that same chat and
iterating with Claude, asking it to make
changes in the dashboard, adding in
specific actions, etc. Any changes you
want to make, you can just go in this
chat and iterate together with Claude.
And if you want to share it with
someone, uh you can just share that link
and you can also set up a a password
protect by just asking. Now, you'll have
to do this in the code tab again because
it has to deploy things on Railway. And
if you want to do it yourself, again,
first step is setting up an MCP out of
your second brain with the MCP builder
skill, deploying it on Railway, creating
a connector out of it. Then, you need to
work in Claude code and basically build
a custom Next.js or React app and build
together with Claude exactly the app
that you want. Now, when you're building
this app or dashboard, it's important to
know that in this case, you want to
mention to Claude that this has to be
integrated with the Claude SDK because
we need to use APIs because we can't use
the headless mode like with the Obsidian
setup. Of course, you want to mention in
your Claude code conversation all the
MCPs, the skills you want to add. Again,
it is a little bit of a process because
you're base basically building a custom
app, um but I recommend trying it out
because it be can become very powerful.
Again, if this is a bit more technical,
I highly recommend maybe starting first
with the Obsidian setup, uh which is uh
probably a better setup anyway if you're
using this for yourself and already
working with Obsidian because we're not
we don't have to use the APIs, so it's
going to be a lot cheaper, too. And if
you're really new to this, you could
also consider just setting up um that
life artifact, which is probably the
easiest way. If you want access to all
of the resources, skills, plugins, and
the full OS course, uh you can check out
my AI accelerator in the first link in
the description. And if you want to
learn more about the second brain setup
and this agentic OS, you can also check
out the video here above.
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