Getting Started with HeadElf
Complete installation guide for Claude Code and HeadElf setup with step-by-step instructions for executives and technical teams.
This guide will help you install and configure HeudElfโs C-Suite Executive Intelligence system for Claude Code.
Choose Your Deployment Model
HeudElf supports two distinct operational models based on your use case:
๐ ๏ธ Framework Contributors
For developers enhancing HeudElf itself:
- Clone the main HeudElf repository
- Make changes to core framework capabilities
- Submit pull requests for framework improvements
- Contribute to testing and documentation
๐ Executive Intelligence Users
For executives using HeudElf for business decisions:
- Install HeudElf as a Claude Code extension
- Create your own Git repository for decision persistence
- Leverage automatic Git-based audit trail and team collaboration
- Focus on executive decision-making and business outcomes
This guide covers both models. Skip to Executive User Installation if youโre primarily using HeudElf for business decisions.
Prerequisites
Before installing HeadElf, ensure you have the following:
System Requirements
- Claude Code: Version 2.0 or later (latest version recommended)
- Node.js: Version 18.0 or later for advanced analytics
- Python: Version 3.9 or later for AI/ML capabilities
- Memory: 16GB RAM recommended for optimal performance
- Storage: 2GB available space for all modules and extensions
Account Requirements
- Active Claude Code subscription
- GitHub account for extension management
- Enterprise system credentials (if using enterprise integration)
Installation
Step 1: Install Claude Code
If you havenโt already installed Claude Code:
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# Install Claude Code globally
npm install -g @anthropic/claude-code
# Verify installation
claude-code --version
Step 2: Clone HeadElf Repository
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# Clone the HeadElf repository
git clone https://github.com/pauljbernard/headElf.git
cd headElf
# Verify repository structure
ls -la
Step 3: Install HeadElf Extension
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# Create Claude Code skills directory (if it doesn't exist)
mkdir -p ~/.claude/skills
# Install HeadElf skills
cp -r src/* ~/.claude/skills/headElf/
# Verify installation
ls -la ~/.claude/skills/headElf/
Step 4: Configure Environment
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# Set up environment variables (optional)
export HEADELF_CONFIG_PATH=~/.claude/headElf
export HEADELF_LOG_LEVEL=info
# Create configuration directory
mkdir -p ~/.claude/headElf/config
Executive User Installation
For executives and business leaders who want to use HeudElf for decision-making without contributing to the framework itself:
Simplified Executive Setup
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# One-time HeudElf installation (IT team or technical assistant)
curl -sSL https://raw.githubusercontent.com/pauljbernard/headElf/main/install.sh | bash
# Verify HeudElf is available in Claude Code
claude-code
> "HeudElf status check"
Executive Intelligence Repository Setup
Create your executive decision repository for Git-based persistence:
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# Create executive intelligence repository
mkdir my-executive-intelligence
cd my-executive-intelligence
git init
# Connect to your organization's repository
git remote add origin https://github.com/mycompany/my-executive-intelligence.git
# Create initial repository structure
mkdir -p data/{decisions,contexts,analytics,extensions}
echo "# Executive Intelligence Repository" > README.md
# Initial commit
git add .
git commit -m "Initial executive intelligence repository setup"
git push -u origin main
GitHub Setup for Team Collaboration
Configure GitHub Teams for executive access control:
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# Example GitHub Teams structure:
# @mycompany/c-suite (full decision-making access)
# @mycompany/board-members (read access to decisions)
# @mycompany/compliance-team (audit access to history)
# @mycompany/legal-counsel (specific decision review access)
First Executive Decision
Test your setup with a simple executive query:
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# Launch Claude Code from your executive intelligence repository
cd my-executive-intelligence
claude-code
# Ask HeudElf for executive analysis
> "Use cfo-intelligence: Analyze our Q4 financial performance and identify optimization opportunities"
What Happens Automatically:
- HeudElf executes CFO intelligence analysis
- Decision files are created in
data/decisions/ - User context is updated in
data/contexts/ - Git automatically commits the decision with metadata
- You can push to share with your team via
git push
Executive Team Collaboration Workflow
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# Daily workflow for executives:
# 1. Ask HeudElf executive questions in Claude Code
# 2. Review decisions created in your repository
# 3. Share with team for collaboration
git status # See new decisions
git add . # Stage new decisions
git commit -m "Weekly strategic decisions - Q1 planning"
git push # Share with executive team
# Team members can review decisions:
git pull # Get latest executive decisions
# Review decisions through GitHub web interface
# Comment and discuss through GitHub Issues/PRs
Initial Configuration
Basic Configuration
Create your initial HeadElf configuration:
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# Launch Claude Code
claude-code
# Enable HeadElf extension
> "Enable HeadElf C-suite executive intelligence"
# Verify all modules are loaded
> "List available C-suite capabilities"
C-Suite Module Activation
Activate specific C-suite roles based on your needs:
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# Activate all C-suite modules (recommended)
> "Activate all C-suite executive modules: CTO, CIO, CISO, CFO, COO"
# Or activate specific modules
> "Activate CTO and CFO modules for technology and financial analysis"
Authority Level Configuration
Set appropriate decision-making authority levels:
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# Configure authority levels (1-5 scale)
> "Set executive authority level 3 for autonomous operational decisions"
# Configure escalation thresholds
> "Set escalation threshold $10M for financial decisions requiring approval"
First Executive Consultation
Simple Query
Start with a basic executive intelligence query:
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# Technology strategy consultation
> "Evaluate our current technology stack for scalability and recommend modernization priorities"
Expected response will include:
- CTO analysis of technology architecture
- CIO assessment of IT operations impact
- CISO security and compliance considerations
- CFO financial impact and ROI analysis
- COO operational implementation planning
Cross-Functional Analysis
Try a more complex scenario requiring multiple C-suite perspectives:
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# Market expansion scenario
> "Analyze expansion into European markets: technology infrastructure, financial requirements, regulatory compliance, and operational setup"
This will demonstrate HeadElfโs cross-functional coordination across all C-suite roles.
Crisis Management Example
Test HeadElfโs crisis management capabilities:
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# Crisis scenario
> "Major security breach detected affecting customer data - need immediate C-suite coordination and response plan"
Customization Options
Industry Vertical Extensions
Configure industry-specific capabilities:
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# Financial services extension
> "Enable financial services regulatory compliance extension"
# Healthcare extension
> "Enable healthcare and life sciences regulatory framework"
Enterprise Context Adaptation
Set up your organizational context:
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# Startup context
> "Configure for startup organizational context: rapid decision-making, resource constraints, growth focus"
# Enterprise context
> "Configure for large enterprise context: complex stakeholders, global operations, regulatory oversight"
Verification and Testing
Module Status Check
Verify all modules are functioning:
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# Check module status
> "Report status of all C-suite executive modules"
# Test each module individually
> "CTO module: analyze current technology debt and modernization requirements"
> "CFO module: provide financial health assessment and cash flow analysis"
> "CISO module: conduct security posture assessment and compliance review"
Integration Testing
Test enterprise system integration (if configured):
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# Test ERP integration
> "Connect to ERP system and provide operational metrics dashboard"
# Test CRM integration
> "Analyze customer data trends and provide strategic insights"
Common Configuration Issues
Permission Errors
If you encounter permission errors:
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# Fix permissions
chmod -R 755 ~/.claude/skills/headElf/
chown -R $USER ~/.claude/skills/headElf/
Module Loading Issues
If modules fail to load:
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# Clear cache and restart
rm -rf ~/.claude/cache/headElf/
claude-code --restart
# Verify module dependencies
> "Check HeadElf module dependencies and requirements"
Performance Optimization
For optimal performance:
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# Increase memory allocation
export NODE_OPTIONS="--max-old-space-size=8192"
# Enable performance monitoring
> "Enable HeadElf performance monitoring and optimization"
Next Steps
Once HeadElf is installed and configured:
- Explore Examples: Review the Examples section for detailed use cases
- Read User Guide: Study the User Guide for comprehensive usage patterns
- Configure Extensions: Set up industry-specific extensions using the Extensibility Framework
- Join Community: Participate in discussions on GitHub
Advanced Configuration
Global Operations Setup
For 24/7 global operations:
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# Configure timezone handling
> "Configure HeadElf for global operations: timezone awareness, cultural adaptation, regulatory localization"
# Set up follow-the-sun handoffs
> "Configure follow-the-sun operations with <30 minute handoff protocols"
AI/ML Model Configuration
Configure advanced AI/ML capabilities:
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# Enable predictive analytics
> "Enable predictive analytics engine for executive forecasting"
# Configure prescriptive optimization
> "Enable prescriptive analytics for decision optimization and recommendation"
Enterprise Integration
Set up enterprise system connectivity:
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# Configure ERP integration
> "Configure real-time ERP integration for operational data access"
# Set up financial system integration
> "Configure financial system integration for real-time treasury and accounting data"
Support and Troubleshooting
If you encounter issues:
- Documentation: Check the Technical Specification
- GitHub Issues: Report problems on GitHub Issues
- Community: Ask questions in GitHub Discussions
Security Considerations
HeadElf handles sensitive executive information. Ensure proper security:
- Use strong authentication for Claude Code
- Enable encryption for all data at rest and in transit
- Configure appropriate access controls for enterprise integrations
- Regularly review audit logs for security compliance
Ready to Experience World-Class Executive Intelligence?
With HeadElf installed and configured, you now have access to autonomous C-suite executive capabilities across all business functions. Begin with simple queries and gradually explore more complex cross-functional scenarios to experience the full power of executive intelligence.