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Claude CodeCheat Sheet

The Claude Code Setup Cheat Sheet

Install Claude Code the easy way and set up your AI assistant. One concept plus 6 steps, in order, and you're ready to build.

Claude Code vs Claude.ai: know the difference

Claude.ai is the web app in your browser. Every chat starts from zero. It doesn't know your name or your projects. Claude Code is different. It installs on your machine. It reads your real files. It runs your scripts. It connects to tools you already use. This is the version creators and business owners should use.

Best for

Anyone who wants AI inside their real workflow, not just a chat box.

Visual Studio Code: install your home base

Claude Code runs inside a code editor called Visual Studio Code. You install this first. It's the window where everything happens. The download takes a few seconds. Windows and Mac both work. The steps are nearly identical on both.

How to set it up

  1. Go to code.visualstudio.com.
  2. Click download for your system, Mac or Windows.
  3. Open the file and move the app into place.
  4. Launch Visual Studio Code.
  5. You can continue without signing in. It's not required.

Best for

Everyone. This is step one for every machine.

Claude desktop app: optional but useful

Download the Claude desktop app too. You'll be able to run Claude Code right inside it later. Skip the plain browser chat. You won't need it once Claude Code is set up. You're installing something far more powerful.

How to set it up

  1. Go to claude.ai/download.
  2. Install the desktop app for your system.

Best for

People who'd rather work in a clean app than in a browser tab.

Claude Code extension: add it to your editor

Inside Visual Studio Code you add the Claude Code extension. This is what puts Claude into your editor. Once it's in, a Claude icon appears on the side. That icon is your way in.

How to set it up

  1. In Visual Studio Code, click the Extensions icon on the left bar.
  2. Type Claude Code in the search box.
  3. Click install on the extension that appears.
  4. Approve the trusted publisher when asked.
  5. Close the welcome tab. Look for the new Claude icon.

Best for

Anyone who wants Claude living inside their workspace.

Sign in: connect your Claude account

Open the Claude panel and it asks you to sign in. Click open, grab the authorization code, and finish the login. To set up Claude Code you need a paid Claude plan. That means Pro or Max. If you're not sure you have one, try logging in and see.

How to set it up

  1. Click the Claude icon to open the panel.
  2. Click sign in.
  3. Open the link and copy the authorization code.
  4. Paste it back to finish signing in.
  5. Make sure your plan is Pro or Max.

Best for

Anyone ready to commit to building with AI on their machine.

The setup prompt: build your folder structure

This is where it gets fun. You paste one prompt into the Claude Code chat. Claude asks you smart questions about who you are and how you work. Then it builds your folders and your CLAUDE.md file. That file is the map. It tells Claude who you are every time you open a new chat.

How to set it up

  1. Click into the Claude Code chat box.
  2. Paste the setup prompt below.
  3. Press enter and answer the questions Claude asks.
  4. When asked, choose your Documents folder for the build.
  5. Approve folder creation when Claude requests it.

Try this

I want to build a personal AI assistant using Claude Code that runs locally on my laptop. The idea is to give Claude persistent context about who I am, what I'm working on, and how I like to work, so every session starts from a full picture instead of zero. Help me design and set up the folder structure for this. Here's what I want it to do: know who I am, my role, goals, communication style, and current priorities; remember things across conversations, decisions I've made, preferences, and project state; be organized by areas of my life or work, each with their own automations or skills; connect to external tools I already use, like [Notion], [Google Drive], and [Gmail]. Start by asking me the right questions to understand my situation, then help me build the CLAUDE.md file and folder structure step by step. Don't build everything at once. Walk me through it.

Best for

Anyone who wants Claude to remember context across every session.

Open the right folder: work in your project

After the build, you're sitting in the root, not inside your new project. So you point Visual Studio Code at the folder Claude just made. Now Claude works in the right place, with your context loaded. Test it. Ask Claude who you are. It should know, because it reads your CLAUDE.md file.

How to set it up

  1. Close the current chat.
  2. Click open folder.
  3. Pick the assistant folder Claude built in your Documents.
  4. Close the welcome tab.
  5. Type who am I to confirm Claude reads your context.

Best for

Everyone. This step makes sure Claude works where your files live.


🚀 You just built the foundation. Now keep going. Inside Build with AI you get the step-by-step written version of this setup. You also get new skills and tools dropped regularly, the same ones I install with my clients. Come build with us: skool.com/ai-for-everyone