Claude Code + Obsidian for CRE

Build a CRE AI operating system in Obsidian in about 60 minutes.

The CRE AI OS Starter Vault is a prebuilt Obsidian vault for deals, meetings, contacts, research, and next actions, plus instructions that show Claude Code how to work inside it.

What is a CRE AI OS Starter Vault?

A CRE AI operating system is a structured set of local Markdown files that gives your AI assistant consistent business context and gives you one place for active work. The Starter Vault is a downloadable Obsidian workspace, not another business app.

How Claude Code works with the Obsidian vault

The included instructions show Claude Code how the vault is organized and how to handle the records you add. Four included workflows cover a daily brief, meeting preparation, meeting follow-up, and deal screening.

What this CRE AI operating system includes

The Starter Vault includes a CRE command center, organized business folders, Claude Code instructions, practical workflows, fictional sample records, a guided 60-minute setup, and a security checklist.

Set up the vault in 60 minutes

Start with one active deal, one contact, one meeting, and your immediate next actions. Point Claude Code to the vault, run the startup prompt, and review the result.

Related CRE AI operating system guides

• How to build Claude Projects for CRE deal teams
• The solo CRE operator's weekly AI operating system
• Claude Code Remote Control for CRE productivity

Beta price

$149 for the first 25 buyers, then $249. The purchase is a one-time payment through Gumroad.

Buy the Starter Vault for $149 · Browse open-source CRE AI tools