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Setup Guide

Everything you need to start, in 30 minutes.


Required

1. Claude Access

Get one of:

  • Claude Pro ($20/month) — claude.ai with Opus access and extended thinking
  • Claude API — Pay per token, use with Cline

For this methodology, Pro is usually cheaper for moderate use. Opus is strongly recommended for the brainstorming and documentation phase — the quality difference is significant.

2. Cline Extension

  1. Open VS Code
  2. Extensions → Search "Cline"
  3. Install "Cline - AI Assistant"
  4. Open Cline panel (View → Cline)
  5. Configure:
    • API Provider: Cline (the default — easiest setup, top up credits directly)
    • Model: Select the latest Sonnet (no version numbers needed — Cline always shows the latest)
    • Auto-approve commands: Off
    • Sub-agents: Off (causes more errors than it saves time for most users)
    • Checkpoints: Off (slows Cline down significantly, advanced feature)

Advanced users can switch the API Provider to Anthropic and use their own API key for more billing control. See Setting Up Cline & Credits for details on both approaches.

3. Git & GitHub

If Git is not installed:

  • Mac: xcode-select --install
  • Windows: git-scm.com
  • Linux: sudo apt install git

Verify: git --version

Create a GitHub account if you don't have one. You'll need it for the Claude GitHub integration and for deployment.

4. Docker Desktop (for backend projects)

If your project has a backend, install Docker Desktop. This keeps backend services (databases, APIs, caching) containerized and off your local machine. Not needed for frontend-only projects.


Claude Project Setup

Before writing any code:

  1. Go to claude.ai and create a new Project
  2. Add your project files: mockups, scope notes, spreadsheets, competitor screenshots, pitch decks — anything relevant
  3. Set up the Claude GitHub integration (Settings → Integrations → GitHub) — you'll need this to sync repos
  4. Optionally add project instructions: "Always use artifacts for mockups, never inline HTML preview"

Project Setup

Create your GitHub repo and clone it:

  1. Create a new repository on GitHub (public or private)
  2. Copy the repo URL
  3. In VSCode: Ctrl/Cmd+Shift+P → "Git: Clone" → paste URL → choose local folder

After brainstorming with Claude and downloading the foundation docs:

  1. Drag the extracted docs into the VSCode file explorer
  2. Organize into folders if Claude didn't structure them properly (ask Claude what the structure should look like)
  3. Verify the .clinerules file: it should be named .clinerules (with dot prefix), NOT clinerules.md — and it must be in the project root, not inside a subfolder
  4. Commit and push: git add . && git commit -m "Foundation docs" && git push

First Session Checklist

Before your first task:

  • [ ] Cline installed, configured, sub-agents and checkpoints off
  • [ ] API key working (test with simple prompt)
  • [ ] Claude Project created with relevant files
  • [ ] GitHub integration set up in Claude
  • [ ] Project docs created from brainstorming session
  • [ ] .clinerules in project root with correct filename
  • [ ] README has your MVP scope
  • [ ] Sprint plan has your first tasks
  • [ ] Docker Desktop installed (if backend project)

Verify Setup

Open Cline and try:

Can you read my .clinerules and tell me what this project is about?

If Cline reads the rules correctly and summarizes your project, you're ready.


Ongoing Maintenance

Chat history: After a dozen task conversations, check Cline's history panel. Delete completed conversations regularly — the history can reach 100MB+ quickly. Star any half-finished conversations before bulk-deleting so you don't lose work in progress.

Dependencies: When Cline installs packages, verify it's using the latest stable versions. AI training data can be months old — a quick web search confirms you're not installing outdated dependencies.

.gitignore review: Check periodically that no API keys, .env files, SSH keys, or credentials have slipped into the repo. Cline should be maintaining this, but verify.


Quick Reference

ToolPurposeSetup Time
Claude ProOpus access for brainstorming5 min
Claude API keyCline access for execution5 min
ClineVS Code AI integration5 min
Git + GitHubVersion control, deployment5 min
Docker DesktopBackend containerization10 min
Project docsAI context from brainstorming30-60 min

Total first-time setup: ~60 minutes Subsequent projects: ~30 minutes (just brainstorming + docs)


Troubleshooting

Cline not responding:

  • Check API key is valid
  • Check model name is correct
  • Try restarting VS Code

AI not reading docs:

  • Make sure docs are in project root
  • Check file names are exact (README.md not Readme.md)
  • Try explicit: "Please read README.md"

Rate limits:

  • Wait a few minutes
  • Check usage at console.anthropic.com (if using your own API key)
  • Consider switching to Sonnet for cheaper tokens if you're using Opus

Cline not reading .clinerules:

  • Verify the file is named .clinerules (with the dot prefix), not clinerules.md
  • It must be in the project root, not inside a subfolder
  • On some systems, files starting with . are hidden — use ls -a to verify it exists

Stuck on setup? We can help.

Getting the tooling right matters — it shapes everything that follows. If you'd rather walk through setup with someone who's done it dozens of times, or you want advice on choosing the right stack for your project, Visual Hive offers free consultations to get you moving in the right direction.


Ready? Start with The Brainstorming Session.