Templonix Lite

The Local-First Personal AI Agent Infrastructure

Welcome to Templonix Lite, a powerful and streamlined toolkit for enhancing your experience of using Claude Desktop. It exposes a suite of tools—including Google services, web scraping, local memory, knowledge upload and dynamic workflows—through the Model-Context-Protocol (MCP), allowing Claude to perform complex, real-world tasks agentic tasks.

This guide provides all the necessary steps to get the project up and running on Windows or Mac.

Architecture Overview

Templonix Lite acts as a custom MCP server that extends the capabilities of Claude that communicates with the MCP Protocol Layer, which can route requests to either native MCP servers (like Asana or Google Drive) or to your custom Templonix server.

This architecture allows the agent to seamlessly access a wide range of tools, from standard SaaS products to the specialized capabilities built into this project.

🎯 Choose Your Path

Templonix Lite is designed for two types of users:

✨ What You Get

For Everyone (Standard Setup)

• 🧠 Local Vector Memory (FAISS) — Store and recall information across conversations. Use /remember to save facts; ask "what did I tell you about X?" to retrieve them.
• 📚 Knowledge Base Loader — Drop documents into a folder and Templonix automatically indexes them for semantic search.
• 🔄 Dynamic Workflows — Load expert "personas" (Sales Negotiator, Marketing Expert, etc.) that give Claude specialised knowledge and methodologies.
• 🔌 Native Claude Tools — Use Claude's built-in abilities: create Mermaid diagrams, Word documents (.docx), PowerPoint (.pptx), and more.
• 🔗 Native SaaS Connectors — Connect Google Drive, Gmail (read), Calendar (read), Asana, Notion, and more through Claude's official integrations.

For Advanced Users (Additional Setup Required)

• 📅 Calendar Write Access — Create, update, and delete Google Calendar events via the Google Calendar API.
• 📧 Email Drafts & Sending — Create Gmail drafts or send emails directly (via Gmail API or SMTP).
• 🌐 Jina AI Web Scraping — Reliably scrape web pages, bypassing common bot-detection and proxy issues. Requires purchase of tokens at Jina AI website.
• 📊 Eraser.io Diagrams — Generate flowcharts, sequence diagrams, and architecture diagrams from text instructions. Requires purchase of credits at Eraser.io.
• 🛠️ Extensible Architecture — Build your own MCP tools using the provided framework.

🚀 Standard Setup (~15 minutes)

Choose your operating system:

• Windows Setup
• Mac Setup

Windows Setup

Prerequisites

Before you begin, ensure you have:

• Windows 10 or 11
• Python 3.10, 3.11, 3.12, or 3.13 — Download from python.org
• Claude Desktop — Download from Anthropic
• Google Connectors Configured — In Claude Desktop, connect your Google account for Gmail and Google Calendar. This enables read-only access to your emails and calendar events through Claude's native integrations.
• 

Note: You do NOT need Git installed. We'll download the code as a ZIP file.

Step 1: Create the Project Folder

Create this exact folder path on your computer:

C:\Development\Templonix_Lite

You can do this by:

1. Open File Explorer
2. Navigate to C:\
3. Create a new folder called Development
4. Inside Development, create a folder called Templonix_Lite

Step 2: Download and Extract the Code

1. Go to the Templonix Lite GitHub page
2. Click the green Code button → Download ZIP
3. Open the downloaded templonix-lite-master.zip
4. Inside the ZIP, you'll see a folder called templonix-lite-master
5. Copy all the contents (files and folders) from inside templonix-lite-master into C:\Development\Templonix_Lite

Your folder should now look like this:

C:\Development\Templonix_Lite\
├── assets\
├── config\
├── core\
├── infra\
├── templonix_mcp\
├── tests\
├── workflows\
├── bootstrap.ps1
├── bootstrap.sh
├── requirements.txt
├── README.md
└── ... (other files)

Step 3: Run the Bootstrap Script

This installs all the required dependencies.

1. Open PowerShell:

   • Press Win + X and select "Windows PowerShell" or "Terminal"
   • Or search for "PowerShell" in the Start menu

2. Navigate to the project folder:

   cd C:\Development\Templonix_Lite
   

3. Run the bootstrap script:

   .\bootstrap.ps1
   

4. Wait for it to complete (3-5 minutes). You should see "Bootstrap complete. Ready to use Templonix Lite!"

⚠️ If you get a "scripts disabled" error:

Run this command first, then try again:

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser

Type Y when prompted.

Step 4: Build and Install the Extension

4a. Create Your Manifest File

The manifest file tells Claude Desktop how to run Templonix Lite. We've provided templates for Windows and Mac—you just need to copy the right one.

1. Open File Explorer and navigate to C:\Development\Templonix_Lite\templonix_mcp
2. You'll see two example files:
   • mcp.windows.example.json ← Use this one
   • mcp.mac.example.json
3. Copy mcp.windows.example.json and rename the copy to manifest.json

Your folder should now contain:

templonix_mcp/
├── manifest.json                    ← Your manifest (copied from Windows example)
├── mcp.windows.example.json
├── mcp.mac.example.json
├── app.py
└── ...

Optional: Personalise it! Open manifest.json in Notepad and change:

• "display_name" — What appears in Claude Desktop (e.g., "My AI Assistant")
• "author": { "name": "..." } — Put your own name
• "description" — Your own description

Save the file after making any changes.

4b. Build the Extension Package

1. Open PowerShell
2. Navigate to the templonix_mcp folder:

   cd C:\Development\Templonix_Lite\templonix_mcp
   

3. Run the pack command:

   mcpb pack
   

This creates templonix_mcp.mcpb in the folder.

Why build it yourself? This ensures transparency—you can inspect the manifest.json configuration and know exactly what's being installed. No mystery binary files!

4c. Install in Claude Desktop

1. Open Claude Desktop

2. Click File → Settings

   

3. Go to Advanced Settings under Extensions

4. Scroll down and click Install Extension

5. Navigate to C:\Development\Templonix_Lite\templonix_mcp

6. Select the file templonix_mcp.mcpb (the one you just created)

7. Click Confirm to install

8. Restart Claude Desktop

Step 5: Auto-Start on Boot (Optional but Recommended)

This makes Templonix Lite start automatically when Windows starts.

1. Press Win + R to open the Run dialog
2. Type shell:startup and press Enter
3. Copy the file C:\Development\Templonix_Lite\config\start-templonix-silent.vbs into this Startup folder

That's it! Templonix Lite will now run silently in the background whenever you start your computer.

✅ Windows Setup Complete!

Open Claude Desktop, click on the + symbol and see if the Templonix Lite extension is enabled.

Then ask Claude to tell you about the available tools.

Mac Setup

Prerequisites

Before you begin, ensure you have:

• macOS 11 (Big Sur) or later
• Python 3.10, 3.11, 3.12, or 3.13 — Download from python.org
  • ⚠️ Python 3.14+ is NOT supported (many dependencies don't have compatible builds yet)
  • Check your version: python3 --version
• Claude Desktop — Download from Anthropic
• Google Connectors Configured — In Claude Desktop, connect your Google account for Gmail and Google Calendar. This enables read-only access to your emails and calendar events through Claude's native integrations.
• 

Note: You do NOT need Git installed. We'll download the code as a ZIP file.

Step 1: Create the Project Folder

Create this folder path on your computer:

~/Development/Templonix_Lite

You can do this by:

Option A: Using Finder

1. Open Finder
2. Press Cmd + Shift + H to go to your Home folder
3. Create a new folder called Development
4. Inside Development, create a folder called Templonix_Lite

Option B: Using Terminal

mkdir -p ~/Development/Templonix_Lite

Step 2: Download and Extract the Code

1. Go to the Templonix Lite GitHub page
2. Click the green Code button → Download ZIP
3. Open the downloaded templonix-lite-master.zip (it may auto-extract to your Downloads folder)
4. Inside the extracted folder, you'll see a folder called templonix-lite-master
5. Copy all the contents (files and folders) from inside templonix-lite-master into ~/Development/Templonix_Lite

Your folder should now look like this:

~/Development/Templonix_Lite/
├── assets/
├── config/
├── core/
├── infra/
├── templonix_mcp/
├── tests/
├── workflows/
├── bootstrap.ps1
├── bootstrap.sh
├── requirements.txt
├── README.md
└── ... (other files)

Step 3: Run the Bootstrap Script

This installs all the required dependencies.

1. Open Terminal:

   • Press Cmd + Space, type "Terminal", and press Enter
   • Or find it in Applications → Utilities → Terminal

2. Navigate to the project folder:

   cd ~/Development/Templonix_Lite
   

3. Make the bootstrap script executable (one-time only):

   chmod +x bootstrap.sh
   

4. Run the bootstrap script:

   ./bootstrap.sh
   

5. Wait for it to complete (3-5 minutes). You should see "Bootstrap complete. Ready to build Templonix."

⚠️ If you get a "permission denied" error:

Make sure you ran the chmod +x bootstrap.sh command in step 3.

⚠️ If you get "python: command not found":

On Mac, Python 3 is often called python3. Edit the bootstrap.sh file and change python to python3, then run again.

Step 4: Build and Install the Extension

4a. Create Your Manifest File

The manifest file tells Claude Desktop how to run Templonix Lite. We've provided templates for Windows and Mac—you just need to copy the right one.

1. Open Finder and navigate to ~/Development/Templonix_Lite/templonix_mcp
2. You'll see two example files:
   • mcp.windows.example.json
   • mcp.mac.example.json ← Use this one
3. Copy mcp.mac.example.json and rename the copy to manifest.json

Or via Terminal:

cd ~/Development/Templonix_Lite/templonix_mcp
cp mcp.mac.example.json manifest.json

Your folder should now contain:

templonix_mcp/
├── manifest.json                    ← Your manifest (copied from Mac example)
├── mcp.windows.example.json
├── mcp.mac.example.json
├── app.py
└── ...

Important: Open manifest.json in a text editor (TextEdit or VS Code) and replace USERNAME with your actual Mac username.

To find your username, open Terminal and type whoami.

For example, if your username is sarah, change:

"/Users/USERNAME/Development/Templonix_Lite/.venv/bin/python"

to:

"/Users/sarah/Development/Templonix_Lite/.venv/bin/python"

Optional: Personalise it! While editing, you can also change:

• "display_name" — What appears in Claude Desktop (e.g., "My AI Assistant")
• "author": { "name": "..." } — Put your own name
• "description" — Your own description

Save the file after making changes.

4b. Build the Extension Package

1. Open Terminal
2. Navigate to the templonix_mcp folder:

   cd ~/Development/Templonix_Lite/templonix_mcp
   

3. Run the pack command:

   mcpb pack
   

This creates templonix_mcp.mcpb in the folder.

Why build it yourself? This ensures transparency—you can inspect the manifest.json configuration and know exactly what's being installed. No mystery binary files!

4c. Install in Claude Desktop

1. Open Claude Desktop

   

2. Click Claude (menu bar) → Settings (or press Cmd + ,)

3. Go to Advanced Settings under Extensions

4. Scroll down and click Install Extension

5. Navigate to ~/Development/Templonix_Lite/templonix_mcp

6. Select the file templonix_mcp.mcpb (the one you just created)

7. Click Confirm to install

8. Restart Claude Desktop

Step 5: Auto-Start on Login (Optional)

There are two options for auto-starting Templonix Lite on Mac:

Option A: Double-Clickable Launcher (Easiest)

Use the provided start-templonix.command file to manually start Templonix when needed:

1. In Finder, navigate to ~/Development/Templonix_Lite/config
2. Double-click start-templonix.command
3. If you see a security warning, go to System Preferences → Security & Privacy → click Open Anyway

You can add this file to your Dock for easy access.

Option B: Automatic Start on Login (LaunchAgent)

To have Templonix start automatically when you log in:

1. Open Terminal and run:

   cp ~/Development/Templonix_Lite/config/com.templonix.lite.plist ~/Library/LaunchAgents/
   

2. Load the LaunchAgent:

   launchctl load ~/Library/LaunchAgents/com.templonix.lite.plist
   

To stop auto-starting later:

launchctl unload ~/Library/LaunchAgents/com.templonix.lite.plist
rm ~/Library/LaunchAgents/com.templonix.lite.plist

✅ Mac Setup Complete!

Open Claude Desktop, click on the + symbol and see if the Templonix Lite extension is enabled.

Then ask Claude to tell you about the available tools.

🎉 You're Done!

Open Claude Desktop and try these commands:

🔧 Advanced Setup

This section is for users who want email/calendar write access, web scraping, or diagram generation. Works on both Windows and Mac.

1. Google APIs (Calendar & Gmail Write Access)

This enables creating calendar events and drafting/sending emails directly from Claude. Requires Google Cloud Console configuration.

Templonix_Lite/
├── credentials.json        ← Calendar OAuth config
├── credentials_gmail.json  ← Gmail OAuth config
├── token.json              ← Calendar auth tokens (auto-created)
├── token_gmail.json        ← Gmail auth tokens (auto-created)
└── ...

2. Environment Variables (.env file)

For advanced features, create a .env file in your Templonix folder:

• Windows: C:\Development\Templonix_Lite\.env
• Mac: ~/Development/Templonix_Lite/.env

# ─────────────────────────────────────────────────
# ADVANCED FEATURES (Optional)
# ─────────────────────────────────────────────────

# SMTP Email Sending (requires Google App Password)
# Get an App Password: https://myaccount.google.com/apppasswords
GOOGLE_EMAIL_ADDRESS="your-email@gmail.com"
GOOGLE_EMAIL_PSWD="your-16-character-app-password"
GOOGLE_EMAIL_SMTP_SERVER="smtp.gmail.com"
GOOGLE_EMAIL_MAIL_PORT="587"

# Jina AI Web Scraping
# Get API key: https://jina.ai/
JINA_API_KEY="your-jina-api-key"

# Eraser.io Diagrams
# Get API token from Eraser.io account settings
ERASER_API_TOKEN="your-eraser-api-token"

🧠 Using Templonix Lite

Memory System

Workflows

"List available workflows"     → See available expert modes
"Load sales_negotiator"        → Activate Sales Negotiation expert mode

Knowledge Base

1. Place documents (PDF, TXT, MD, DOCX) in the knowledge folder:
   • Windows: C:\Development\Templonix_Lite\knowledge
   • Mac: ~/Development/Templonix_Lite/knowledge
2. Ask Claude to "load knowledge base" or use the knowledge_load tool
3. Search with "search all for [topic]"

Native Claude Features (No Extra Setup)

Claude Desktop already provides these capabilities—use them alongside Templonix:

• Google Drive — Read and search your documents
• Gmail — Read emails and search inbox
• Google Calendar — View upcoming events
• Asana, Notion, Slack — Connect via Claude's Integrations menu
• Create documents — Ask Claude to create .docx, .pptx, Mermaid diagrams, etc.

📁 Project Structure

Templonix_Lite/
├── templonix_mcp/
│   ├── app.py              # Main MCP server
│   └── templonix_mcp.mcpb  # Built by you (created during setup)
├── core/
│   └── tools/              # Email, Calendar, Gmail tools
├── infra/
│   └── memory/             # FAISS memory manager & knowledge loader
├── workflows/              # Expert workflow prompts
├── knowledge/              # Drop documents here for indexing
├── config/
│   ├── start-templonix-silent.vbs   # Windows auto-start
│   ├── start-templonix.command      # Mac double-click launcher
│   └── com.templonix.lite.plist     # Mac LaunchAgent
├── bootstrap.ps1           # Windows setup script
├── bootstrap.sh            # Mac/Linux setup script
├── requirements.txt
└── .env                    # Your configuration (create for advanced features)

🔍 Available Tools Reference

Core Tools (Always Available)

Advanced Tools (Require Additional Setup)

🐛 Troubleshooting

Windows Issues

"scripts disabled" error when running bootstrap.ps1

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser

Python not recognised

• Ensure Python is installed and added to PATH
• Try running python --version to verify

Mac Issues

"permission denied" when running bootstrap.sh

chmod +x bootstrap.sh

"python: command not found"

• On Mac, try python3 instead of python
• Edit bootstrap.sh and change python to python3

"command not found: pip"

• Use pip3 instead of pip
• Or run: python3 -m pip install -r requirements.txt

Security warning when opening .command file

• Go to System Preferences → Security & Privacy → General
• Click Open Anyway next to the blocked app message

General Issues

Claude doesn't see Templonix tools

• Verify the .mcpb extension is installed in Claude Desktop
• Restart Claude Desktop
• Check that the Templonix server is running

Memory search returns nothing

• Check archive_stats to verify entries exist
• Try broader search terms

"credentials.json not found"

• This only affects advanced features (Calendar/Gmail write access)
• Standard features work without Google API credentials

🔐 Security Notes

• Never commit credential or token files to version control
• All sensitive files are already in .gitignore:

  credentials.json
  credentials_gmail.json
  token.json
  token_gmail.json
  .env