# AI-Berkshire Agent Setup Documentation: Complete Installation Guide

> Find complete AI-Berkshire agent setup documentation in the xbtlin/ai-berkshire repository. This guide covers installation, Claude Code, and OpenAI Codex skills.

- Repository: [Xbt Lin/ai-berkshire](https://github.com/xbtlin/ai-berkshire)
- Tags: documentation
- Published: 2026-07-01

---

**AI-Berkshire agent setup documentation is located in the repository's [`README.md`](https://github.com/xbtlin/ai-berkshire/blob/main/README.md) and automated installer scripts, supporting both Claude Code commands and OpenAI Codex skills through a language-agnostic workflow.** The xbtlin/ai-berkshire repository provides platform-specific shell scripts that handle the entire installation process, from CLI prerequisites to skill synchronization.

## Prerequisites and Installation Options

AI-Berkshire supports two primary LLM platforms. Choose the installation path that matches your preferred coding assistant.

### Claude Code CLI Installation

Before running the AI-Berkshire setup, install the Anthropic CLI globally:

```bash
npm install -g @anthropic-ai/claude-code

```

This command installs the `claude` binary required to execute the repository's custom commands.

### OpenAI Codex CLI Installation

For Codex users, install the CLI using one of three methods supported by the documentation:

```bash

# Option 1: curl script

curl -fsSL https://chatgpt.com/codex/install.sh | sh

# Option 2: npm

npm install -g @openai/codex

# Option 3: Homebrew

brew install openai-codex

```

Verify installation with `codex --version` before proceeding to the repository setup.

## Step-by-Step AI-Berkshire Agent Setup

Once the base CLI is installed, configure the agent capabilities through the repository's automation scripts.

### Clone the Repository

Clone the canonical source and navigate to the project root:

```bash
git clone https://github.com/xbtlin/ai-berkshire.git
cd ai-berkshire

```

The `skills/*.md` files in this directory serve as the canonical source definitions for all agent behaviors.

### Run the Platform-Specific Installer

Execute the appropriate installer script based on your CLI choice:

**For Claude Code users:**

```bash
./scripts/install-claude-commands.sh

```

This script copies the Skill Markdown files into the global Claude Code commands directory, making them available as slash commands.

**For Codex users:**

```bash
./scripts/install-codex-skills.sh

```

Optionally, add slash-prompt compatibility:

```bash
./scripts/install-codex-prompts.sh

```

The [`scripts/install-codex-skills.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/scripts/install-codex-skills.sh) generates and installs the Codex skill packages, while [`scripts/install-codex-prompts.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/scripts/install-codex-prompts.sh) creates wrappers for slash-prompt compatibility.

### Synchronize Generated Artifacts

After editing any `skills/*.md` file or pulling updates, regenerate the platform-specific artifacts:

```bash

# Refresh Codex skill packages

python3 scripts/sync-codex-skills.py

# Refresh slash-prompt wrappers (if using optional compatibility layer)

python3 scripts/sync-codex-prompts.py

```

These Python scripts treat the Markdown skill definitions as the single source of truth, ensuring consistency across both platforms.

## Verifying Your Installation

Confirm the setup completed successfully:

- **Claude Code**: Run `claude --version` to verify the CLI version, then list available commands to see the installed skills.
- **Codex**: Run `codex --version`, then restart the Codex application to load the newly installed skills into the prompt context.

Both platforms should now recognize the 18+ research skills defined in the `skills/` directory.

## Running Your First Agent

Invoke agents using platform-specific syntax after completing the AI-Berkshire agent setup.

**Claude Code syntax:**

```bash
/investment-research 腾讯
/investment-team 美团
/dyp-ask "拼多多的护城河到底在哪里？"

```

**Codex syntax:**

After restarting the application, type the skill name directly:

```text
investment-research 腾讯
earnings-review PDD 2025Q4
news-pulse 腾讯

```

Each command automatically spins up four parallel sub-agents that perform distinct analyses—**business model**, **valuation**, **moat**, and **risk**—then aggregate the results into a unified response.

## Understanding the Agent Architecture

The underlying architecture is documented in `assets/architecture.mmd`, a Mermaid diagram illustrating how the coordinator agent dispatches parallel sub-agents. When you invoke a skill, the system leverages [`tools/financial_rigor.py`](https://github.com/xbtlin/ai-berkshire/blob/main/tools/financial_rigor.py) for financial validation utilities that ensure consistent, quantitative analysis across all sub-agents.

This multi-agent design, implemented in the xbtlin/ai-berkshire source code, ensures comprehensive coverage of investment research dimensions without manual prompt engineering.

## Summary

- **AI-Berkshire agent setup documentation** resides primarily in [`README.md`](https://github.com/xbtlin/ai-berkshire/blob/main/README.md) and the `scripts/` directory.
- Installers at [`scripts/install-claude-commands.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/scripts/install-claude-commands.sh) and [`scripts/install-codex-skills.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/scripts/install-codex-skills.sh) automate platform-specific setup.
- Canonical skill definitions live in `skills/*.md` and are synchronized via [`scripts/sync-codex-skills.py`](https://github.com/xbtlin/ai-berkshire/blob/main/scripts/sync-codex-skills.py).
- The architecture uses four parallel sub-agents (business, valuation, moat, risk) coordinated through a multi-agent system.
- Verification requires CLI version checks and a restart to load newly installed skills.

## Frequently Asked Questions

### Where is the official AI-Berkshire agent setup documentation located?

The official documentation is located in the repository's [`README.md`](https://github.com/xbtlin/ai-berkshire/blob/main/README.md) file at the root of the xbtlin/ai-berkshire repository. Additional implementation details are found in the shell scripts within the `scripts/` directory, including [`install-claude-commands.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/install-claude-commands.sh) and [`install-codex-skills.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/install-codex-skills.sh), which contain the executable setup instructions.

### Can I use AI-Berkshire with both Claude Code and OpenAI Codex simultaneously?

Yes. The repository supports both platforms through separate installer scripts. Run [`./scripts/install-claude-commands.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/./scripts/install-claude-commands.sh) for Claude Code integration and [`./scripts/install-codex-skills.sh`](https://github.com/xbtlin/ai-berkshire/blob/main/./scripts/install-codex-skills.sh) for Codex. The `skills/*.md` files serve as the single source of truth, so you can maintain both installations and synchronize them using the respective Python sync scripts.

### What happens if I modify a skill definition after installation?

After editing any file in `skills/*.md`, you must regenerate the platform artifacts. Run `python3 scripts/sync-codex-skills.py` to refresh Codex skill packages, and for Codex slash-prompt compatibility, run `python3 scripts/sync-codex-prompts.py`. Claude Code users typically do not need synchronization as the installer copies Markdown files directly.

### How do the AI-Berkshire agents handle complex financial analysis?

According to the `assets/architecture.mmd` diagram and [`tools/financial_rigor.py`](https://github.com/xbtlin/ai-berkshire/blob/main/tools/financial_rigor.py) implementation, each agent invocation spawns four parallel sub-agents specializing in business model analysis, valuation, competitive moat assessment, and risk evaluation. These sub-agents execute simultaneously and aggregate their findings, with financial rigor enforced through shared validation utilities in the `tools/` directory.