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Use when setting up a new AI agent from scratch — asks 10 discovery questions, configures the correct files for the target system, tests integrations, and implements security guardrails
npx skill4agent add iankiku/forwward-teams onboardAGENT PROFILE
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Name: [their name]
Role: [what they do]
Primary need: [biggest pain point]
Tools to connect: [list from answers]
First win: [what success looks like]
Boundaries: [any restrictions]
Key insights:
- [insight from answers 3, 7, 9]
- [workflow pattern or automation opportunity spotted]~/.openclaw/workspace-[name]/
├── SOUL.md ← agent identity, personality, purpose
├── USER.md ← who the human is and how they work
├── TOOLS.md ← integrations, API connections, file access
└── AGENTS.md ← behavioral rules and task instructionsproject-root/
└── CLAUDE.md ← primary config: identity, conventions, tools, boundaries~/.codex/AGENTS.md ← global defaults across all projects
project-root/AGENTS.md ← project-specific overridesproject-root/
├── AGENTS.md ← shared rules, cross-agent standard (lower priority)
└── GEMINI.md ← Antigravity-specific overrides (higher priority)
.antigravity/
└── rules.md ← core agent behavior and constraintsproject-root/
├── .cursorrules ← Cursor config
└── .windsurfrules ← Windsurf configUniversal note:is an open standard maintained by the Agentic AI Foundation (Linux Foundation). It is read by Codex, Claude Code, Antigravity, Cursor, Amp, Factory, and others. Always create it — it travels with your project.AGENTS.md
# SOUL.md — [Agent Name]
[One-line persona derived from answers 1, 2, 9]
## Who You Are
[Role and purpose from answers 1, 7]
## What You Do
[Primary tasks from answers 2, 9]
## How You Work
[Style from answer 8, patterns from answer 3]
## What You Don't Do
[Hard limits from answer 10]
## Vibe
[Tone that matches their industry and communication style]# USER.md — [User Name]
- **Name:** [answer 1]
- **Role:** [answer 1]
- **Primary work:** [answer 1]
- **Communication style:** [answers 5, 8]
## What [Name] Needs
[From answers 2, 7, 9]
## Boundaries
[From answer 10]# TOOLS.md — [Agent Name] Toolbox
## Configured Integrations
[Tools from answer 4 that have been set up and tested]
## Pending Setup
[Tools that still need API keys or credentials]
## File Operations
[From answer 6 — file types, locations, allowed operations]
## Security Boundaries
[What this agent can and cannot access — derived from answer 10]# AGENTS.md — [Name or Project]
## Who I Am
[One paragraph from identity and purpose answers]
## My Primary Tasks
[From answers 2, 7, 9]
## Tools I Use
[From answer 4]
## How I Work
[From answers 3, 8]
## What I Don't Do
[From answer 10]
## Security Rules
- Never access directories outside: [allowed paths]
- Always ask before: [deleting, sending, spending, sharing]
- Credentials are stored in: [.env or specified secure location]
- Alert the user when: [elevated access, external calls, sensitive data involved]To connect [Tool Name]:
1. Go to: [exact URL]
2. Click: [exact button or menu path]
3. Copy the key — it will look like: [format example]
4. Paste it here and I will store it in: [.env.local / secure location]
This gives me access to: [specific permissions]
This does NOT give me access to: [what is excluded]Testing [Tool]...
✅ Connected — [what was confirmed]
❌ Failed — [exact error + what to try next]✅ I can read/write: [allowed paths from answers 6 and 10]
🚫 I will not access: [restricted paths]Stored in: [.env.local — never hardcoded, never logged, never uploaded]Auto-approved: [read-only ops, local file formatting, searches]
Always ask first: [anything that costs money, deletes data, sends messages, or leaves the machine]| Answer to Q9 | Immediate Action |
|---|---|
| Stay organized | Create a daily standup routine prompt |
| Automate reporting | Draft first report template from their workflow |
| Speed up research | Set up a monitoring workflow for their topic from Q7 |
| Better communication | Draft responses to their 3 most common message types |
| Manage files | Run a test scan of their designated folder and summarize what's there |