Files
bootstrap/bin/mosaic-init
Jason Woltje 9ccd13fae7 feat: add USER.md and TOOLS.md to bootstrap framework
Introduce user profile (USER.md) and machine tool reference (TOOLS.md)
as first-class framework files. Both ship as generic defaults and are
personalized via mosaic init.

- Add USER.md/TOOLS.md defaults and parameterized templates
- Update AGENTS.md load order (6 → 8 steps)
- Update SOUL.md: default name "Assistant", add trash/mental-notes guardrails
- Update install.sh: preserve USER.md/TOOLS.md on reinstall
- Update mosaic-init: interactive USER.md + TOOLS.md generation
- Update mosaic-doctor: existence checks for new files
- Update mosaic launcher: inject USER.md/TOOLS.md into runtime prompt
- Update README: architecture diagram, generic-repo policy note

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 11:36:16 -06:00

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#!/usr/bin/env bash
set -euo pipefail
# mosaic-init — Interactive agent identity, user profile, and tool config generator
#
# Usage:
# mosaic-init # Interactive mode
# mosaic-init --name "Jarvis" --style direct # Flag overrides
# mosaic-init --name "Jarvis" --role "memory steward" --style direct \
# --accessibility "ADHD-friendly chunking" --guardrails "Never auto-commit"
MOSAIC_HOME="${MOSAIC_HOME:-$HOME/.config/mosaic}"
SOUL_TEMPLATE="$MOSAIC_HOME/templates/SOUL.md.template"
USER_TEMPLATE="$MOSAIC_HOME/templates/USER.md.template"
TOOLS_TEMPLATE="$MOSAIC_HOME/templates/TOOLS.md.template"
SOUL_OUTPUT="$MOSAIC_HOME/SOUL.md"
USER_OUTPUT="$MOSAIC_HOME/USER.md"
TOOLS_OUTPUT="$MOSAIC_HOME/TOOLS.md"
# Defaults
AGENT_NAME=""
ROLE_DESCRIPTION=""
STYLE=""
ACCESSIBILITY=""
CUSTOM_GUARDRAILS=""
# USER.md defaults
USER_NAME=""
PRONOUNS=""
TIMEZONE=""
BACKGROUND=""
COMMUNICATION_PREFS=""
PERSONAL_BOUNDARIES=""
PROJECTS_TABLE=""
# TOOLS.md defaults
GIT_PROVIDERS_TABLE=""
CREDENTIALS_LOCATION=""
CUSTOM_TOOLS_SECTION=""
usage() {
cat <<USAGE
Usage: $(basename "$0") [options]
Generate Mosaic identity and configuration files:
- SOUL.md — Agent identity contract
- USER.md — User profile and accessibility
- TOOLS.md — Machine-level tool reference
Interactive by default. Use flags to skip prompts.
Options:
--name <name> Agent name (e.g., "Jarvis", "Assistant")
--role <description> Role description (e.g., "memory steward, execution partner")
--style <style> Communication style: direct, friendly, or formal
--accessibility <prefs> Accessibility preferences (e.g., "ADHD-friendly chunking")
--guardrails <rules> Custom guardrails (appended to defaults)
--user-name <name> Your name for USER.md
--pronouns <pronouns> Your pronouns (e.g., "He/Him")
--timezone <tz> Your timezone (e.g., "America/Chicago")
--non-interactive Fail if any required value is missing (no prompts)
--soul-only Only generate SOUL.md
-h, --help Show help
USAGE
}
NON_INTERACTIVE=0
SOUL_ONLY=0
while [[ $# -gt 0 ]]; do
case "$1" in
--name) AGENT_NAME="$2"; shift 2 ;;
--role) ROLE_DESCRIPTION="$2"; shift 2 ;;
--style) STYLE="$2"; shift 2 ;;
--accessibility) ACCESSIBILITY="$2"; shift 2 ;;
--guardrails) CUSTOM_GUARDRAILS="$2"; shift 2 ;;
--user-name) USER_NAME="$2"; shift 2 ;;
--pronouns) PRONOUNS="$2"; shift 2 ;;
--timezone) TIMEZONE="$2"; shift 2 ;;
--non-interactive) NON_INTERACTIVE=1; shift ;;
--soul-only) SOUL_ONLY=1; shift ;;
-h|--help) usage; exit 0 ;;
*) echo "Unknown argument: $1" >&2; usage >&2; exit 1 ;;
esac
done
prompt_if_empty() {
local var_name="$1"
local prompt_text="$2"
local default_value="${3:-}"
local current_value="${!var_name}"
if [[ -n "$current_value" ]]; then
return
fi
if [[ $NON_INTERACTIVE -eq 1 ]]; then
if [[ -n "$default_value" ]]; then
eval "$var_name=\"$default_value\""
return
fi
echo "[mosaic-init] ERROR: --$var_name is required in non-interactive mode" >&2
exit 1
fi
if [[ -n "$default_value" ]]; then
prompt_text="$prompt_text [$default_value]"
fi
printf "%s: " "$prompt_text"
read -r value
if [[ -z "$value" && -n "$default_value" ]]; then
value="$default_value"
fi
eval "$var_name=\"$value\""
}
prompt_multiline() {
local var_name="$1"
local prompt_text="$2"
local default_value="${3:-}"
local current_value="${!var_name}"
if [[ -n "$current_value" ]]; then
return
fi
if [[ $NON_INTERACTIVE -eq 1 ]]; then
eval "$var_name=\"$default_value\""
return
fi
echo "$prompt_text"
printf "(Press Enter to skip, or type your response): "
read -r value
if [[ -z "$value" ]]; then
value="$default_value"
fi
eval "$var_name=\"$value\""
}
# ── SOUL.md Generation ────────────────────────────────────────
echo "[mosaic-init] Generating SOUL.md — agent identity contract"
echo ""
prompt_if_empty AGENT_NAME "What name should agents use" "Assistant"
prompt_if_empty ROLE_DESCRIPTION "Agent role description" "execution partner and visibility engine"
if [[ -z "$STYLE" && $NON_INTERACTIVE -eq 0 ]]; then
echo ""
echo "Communication style:"
echo " 1) direct — Concise, no fluff, actionable"
echo " 2) friendly — Warm but efficient, conversational"
echo " 3) formal — Professional, structured, thorough"
printf "Choose [1/2/3] (default: 1): "
read -r style_choice
case "${style_choice:-1}" in
1|direct) STYLE="direct" ;;
2|friendly) STYLE="friendly" ;;
3|formal) STYLE="formal" ;;
*) STYLE="direct" ;;
esac
elif [[ -z "$STYLE" ]]; then
STYLE="direct"
fi
prompt_if_empty ACCESSIBILITY "Accessibility preferences (or 'none')" "none"
if [[ $NON_INTERACTIVE -eq 0 && -z "$CUSTOM_GUARDRAILS" ]]; then
echo ""
printf "Custom guardrails (optional, press Enter to skip): "
read -r CUSTOM_GUARDRAILS
fi
# Build behavioral principles based on style + accessibility
BEHAVIORAL_PRINCIPLES=""
case "$STYLE" in
direct)
BEHAVIORAL_PRINCIPLES="1. Clarity over performance theater.
2. Practical execution over abstract planning.
3. Truthfulness over confidence: state uncertainty explicitly.
4. Visible state over hidden assumptions.
5. Accessibility-aware — see \`~/.config/mosaic/USER.md\` for user-specific accommodations."
;;
friendly)
BEHAVIORAL_PRINCIPLES="1. Be helpful and approachable while staying efficient.
2. Provide context and explain reasoning when helpful.
3. Truthfulness over confidence: state uncertainty explicitly.
4. Visible state over hidden assumptions.
5. Accessibility-aware — see \`~/.config/mosaic/USER.md\` for user-specific accommodations."
;;
formal)
BEHAVIORAL_PRINCIPLES="1. Maintain professional, structured communication.
2. Provide thorough analysis with explicit tradeoffs.
3. Truthfulness over confidence: state uncertainty explicitly.
4. Document decisions and rationale clearly.
5. Accessibility-aware — see \`~/.config/mosaic/USER.md\` for user-specific accommodations."
;;
esac
if [[ "$ACCESSIBILITY" != "none" && -n "$ACCESSIBILITY" ]]; then
BEHAVIORAL_PRINCIPLES="$BEHAVIORAL_PRINCIPLES
6. $ACCESSIBILITY."
fi
# Build communication style section
COMMUNICATION_STYLE=""
case "$STYLE" in
direct)
COMMUNICATION_STYLE="- Be direct, concise, and concrete.
- Avoid fluff, hype, and anthropomorphic roleplay.
- Do not simulate certainty when facts are missing.
- Prefer actionable next steps and explicit tradeoffs."
;;
friendly)
COMMUNICATION_STYLE="- Be warm and conversational while staying focused.
- Explain your reasoning when it helps the user.
- Do not simulate certainty when facts are missing.
- Prefer actionable next steps with clear context."
;;
formal)
COMMUNICATION_STYLE="- Use professional, structured language.
- Provide thorough explanations with supporting detail.
- Do not simulate certainty when facts are missing.
- Present options with explicit tradeoffs and recommendations."
;;
esac
# Format custom guardrails
FORMATTED_GUARDRAILS=""
if [[ -n "$CUSTOM_GUARDRAILS" ]]; then
FORMATTED_GUARDRAILS="- $CUSTOM_GUARDRAILS"
fi
# Verify template exists
if [[ ! -f "$SOUL_TEMPLATE" ]]; then
echo "[mosaic-init] ERROR: Template not found: $SOUL_TEMPLATE" >&2
echo "[mosaic-init] Run the Mosaic installer first." >&2
exit 1
fi
# Generate SOUL.md from template using awk (handles multi-line values)
awk -v name="$AGENT_NAME" \
-v role="$ROLE_DESCRIPTION" \
-v principles="$BEHAVIORAL_PRINCIPLES" \
-v comms="$COMMUNICATION_STYLE" \
-v guardrails="$FORMATTED_GUARDRAILS" \
'{
gsub(/\{\{AGENT_NAME\}\}/, name)
gsub(/\{\{ROLE_DESCRIPTION\}\}/, role)
gsub(/\{\{BEHAVIORAL_PRINCIPLES\}\}/, principles)
gsub(/\{\{COMMUNICATION_STYLE\}\}/, comms)
gsub(/\{\{CUSTOM_GUARDRAILS\}\}/, guardrails)
print
}' "$SOUL_TEMPLATE" > "$SOUL_OUTPUT"
echo ""
echo "[mosaic-init] Generated: $SOUL_OUTPUT"
echo "[mosaic-init] Agent name: $AGENT_NAME"
echo "[mosaic-init] Style: $STYLE"
if [[ $SOUL_ONLY -eq 1 ]]; then
# Push to runtime adapters and exit
if [[ -x "$MOSAIC_HOME/bin/mosaic-link-runtime-assets" ]]; then
echo "[mosaic-init] Updating runtime adapters..."
"$MOSAIC_HOME/bin/mosaic-link-runtime-assets"
fi
echo "[mosaic-init] Done. Launch with: mosaic claude"
exit 0
fi
# ── USER.md Generation ────────────────────────────────────────
echo ""
echo "[mosaic-init] Generating USER.md — user profile"
echo ""
prompt_if_empty USER_NAME "Your name" ""
prompt_if_empty PRONOUNS "Your pronouns" "They/Them"
prompt_if_empty TIMEZONE "Your timezone" "UTC"
prompt_multiline BACKGROUND "Your professional background (brief summary)" "(not configured)"
# Build accessibility section
ACCESSIBILITY_SECTION=""
if [[ "$ACCESSIBILITY" != "none" && -n "$ACCESSIBILITY" ]]; then
ACCESSIBILITY_SECTION="$ACCESSIBILITY"
else
if [[ $NON_INTERACTIVE -eq 0 ]]; then
echo ""
prompt_multiline ACCESSIBILITY_SECTION \
"Accessibility or neurodivergence accommodations (or press Enter to skip)" \
"(No specific accommodations configured. Edit this section to add any.)"
else
ACCESSIBILITY_SECTION="(No specific accommodations configured. Edit this section to add any.)"
fi
fi
# Build communication preferences
if [[ -z "$COMMUNICATION_PREFS" ]]; then
case "$STYLE" in
direct)
COMMUNICATION_PREFS="- Direct and concise
- No sycophancy
- Executive summaries and tables for overview"
;;
friendly)
COMMUNICATION_PREFS="- Warm and conversational
- Explain reasoning when helpful
- Balance thoroughness with brevity"
;;
formal)
COMMUNICATION_PREFS="- Professional and structured
- Thorough explanations with supporting detail
- Formal tone with explicit recommendations"
;;
esac
fi
prompt_multiline PERSONAL_BOUNDARIES \
"Personal boundaries or preferences agents should respect" \
"(Edit this section to add any personal boundaries.)"
if [[ -z "$PROJECTS_TABLE" ]]; then
PROJECTS_TABLE="| Project | Stack | Registry |
|---------|-------|----------|
| (none configured) | | |"
fi
if [[ ! -f "$USER_TEMPLATE" ]]; then
echo "[mosaic-init] WARN: USER.md template not found: $USER_TEMPLATE" >&2
echo "[mosaic-init] Skipping USER.md generation." >&2
else
awk -v user_name="$USER_NAME" \
-v pronouns="$PRONOUNS" \
-v timezone="$TIMEZONE" \
-v background="$BACKGROUND" \
-v accessibility="$ACCESSIBILITY_SECTION" \
-v comms="$COMMUNICATION_PREFS" \
-v boundaries="$PERSONAL_BOUNDARIES" \
-v projects="$PROJECTS_TABLE" \
'{
gsub(/\{\{USER_NAME\}\}/, user_name)
gsub(/\{\{PRONOUNS\}\}/, pronouns)
gsub(/\{\{TIMEZONE\}\}/, timezone)
gsub(/\{\{BACKGROUND\}\}/, background)
gsub(/\{\{ACCESSIBILITY_SECTION\}\}/, accessibility)
gsub(/\{\{COMMUNICATION_PREFS\}\}/, comms)
gsub(/\{\{PERSONAL_BOUNDARIES\}\}/, boundaries)
gsub(/\{\{PROJECTS_TABLE\}\}/, projects)
print
}' "$USER_TEMPLATE" > "$USER_OUTPUT"
echo "[mosaic-init] Generated: $USER_OUTPUT"
fi
# ── TOOLS.md Generation ───────────────────────────────────────
echo ""
echo "[mosaic-init] Generating TOOLS.md — machine-level tool reference"
echo ""
if [[ -z "$GIT_PROVIDERS_TABLE" ]]; then
if [[ $NON_INTERACTIVE -eq 0 ]]; then
echo "Git providers (add rows for your Gitea/GitHub/GitLab instances):"
printf "Primary git provider URL (or press Enter to skip): "
read -r git_url
if [[ -n "$git_url" ]]; then
printf "Provider name: "
read -r git_name
printf "CLI tool (tea/gh/glab): "
read -r git_cli
printf "Purpose: "
read -r git_purpose
GIT_PROVIDERS_TABLE="| Instance | URL | CLI | Purpose |
|----------|-----|-----|---------|
| $git_name | $git_url | \`$git_cli\` | $git_purpose |"
else
GIT_PROVIDERS_TABLE="| Instance | URL | CLI | Purpose |
|----------|-----|-----|---------|
| (add your git providers here) | | | |"
fi
else
GIT_PROVIDERS_TABLE="| Instance | URL | CLI | Purpose |
|----------|-----|-----|---------|
| (add your git providers here) | | | |"
fi
fi
prompt_if_empty CREDENTIALS_LOCATION "Credential file path (or 'none')" "none"
if [[ -z "$CUSTOM_TOOLS_SECTION" ]]; then
CUSTOM_TOOLS_SECTION="## Custom Tools
(Add any machine-specific tools, scripts, or workflows here.)"
fi
if [[ ! -f "$TOOLS_TEMPLATE" ]]; then
echo "[mosaic-init] WARN: TOOLS.md template not found: $TOOLS_TEMPLATE" >&2
echo "[mosaic-init] Skipping TOOLS.md generation." >&2
else
awk -v providers="$GIT_PROVIDERS_TABLE" \
-v creds="$CREDENTIALS_LOCATION" \
-v custom="$CUSTOM_TOOLS_SECTION" \
'{
gsub(/\{\{GIT_PROVIDERS_TABLE\}\}/, providers)
gsub(/\{\{CREDENTIALS_LOCATION\}\}/, creds)
gsub(/\{\{CUSTOM_TOOLS_SECTION\}\}/, custom)
print
}' "$TOOLS_TEMPLATE" > "$TOOLS_OUTPUT"
echo "[mosaic-init] Generated: $TOOLS_OUTPUT"
fi
# ── Finalize ──────────────────────────────────────────────────
# Push to runtime adapters
if [[ -x "$MOSAIC_HOME/bin/mosaic-link-runtime-assets" ]]; then
echo ""
echo "[mosaic-init] Updating runtime adapters..."
"$MOSAIC_HOME/bin/mosaic-link-runtime-assets"
fi
echo ""
echo "[mosaic-init] Done. Launch with: mosaic claude"
echo "[mosaic-init] Edit USER.md and TOOLS.md directly for further customization."