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My Claude Code Setup

Work in progress. This is not meant to be a polished guide for everyone. It's mostly a summary of how I've been using Claude Code for academic work — creating lecture slides, writing R scripts, managing Beamer-to-Quarto workflows, and so on. I keep learning new things, and as I do, I keep updating these files. This is just a way for me to share what I've figured out with friends and colleagues.

Live site: psantanna.com/claude-code-my-workflow Last Updated: 2026-02-15

A ready-to-fork starter kit for academics using Claude Code with LaTeX/Beamer + R + Quarto. You describe what you want; Claude plans the approach, runs specialized agents, fixes issues, verifies quality, and presents results — like a contractor who handles the entire job. Extracted from a production PhD course (6 lectures, 800+ slides).


Quick Start (5 minutes)

1. Fork & Clone

# Fork this repo on GitHub (click "Fork" on the repo page), then:
git clone https://github.com/YOUR_USERNAME/claude-code-my-workflow.git my-project
cd my-project

Replace YOUR_USERNAME with your GitHub username.

2. Start Claude Code and Paste This Prompt

claude

Using VS Code? Open the Claude Code panel instead. Everything works the same — see the full guide for details.

Then paste the following, filling in your project details:

I am starting to work on [PROJECT NAME] in this repo. [Describe your project in 2–3 sentences — what you're building, who it's for, what tools you use.]

I want our collaboration to be structured, precise, and rigorous. When creating visuals, everything must be polished and publication-ready.

I've set up the Claude Code academic workflow (forked from pedrohcgs/claude-code-my-workflow). The configuration files are already in this repo. Please read them, understand the workflow, and then update all configuration files to fit my project — fill in placeholders in CLAUDE.md, adjust rules if needed, and propose any customizations specific to my use case.

After that, use the plan-first workflow for all non-trivial tasks. Once I approve a plan, switch to contractor mode — coordinate everything autonomously and only come back to me when there's ambiguity or a decision to make.

Enter plan mode and start by adapting the workflow configuration for this project.

What this does: Claude reads all the configuration files, fills in your project name, institution, and preferences, then enters contractor mode — planning, implementing, reviewing, and verifying autonomously. You approve the plan and Claude handles the rest.

Prefer to configure manually? See the full guide for step-by-step manual setup instructions.


How It Works

Contractor Mode

You describe a task. For complex or ambiguous requests, Claude first creates a requirements specification with MUST/SHOULD/MAY priorities and clarity status (CLEAR/ASSUMED/BLOCKED). You approve the spec, then Claude plans the approach, implements it, runs specialized review agents, fixes issues, re-verifies, and scores against quality gates — all autonomously. You see a summary when the work meets quality standards. Say "just do it" and it auto-commits too.

Specialized Agents

Instead of one general-purpose reviewer, 10 focused agents each check one dimension:

  • proofreader — grammar/typos
  • slide-auditor — visual layout
  • pedagogy-reviewer — teaching quality
  • r-reviewer — R code quality
  • domain-reviewer — field-specific correctness (template — customize for your field)

Each is better at its narrow task than a generalist would be. The /slide-excellence skill runs them all in parallel.

Adversarial QA

Two agents work in opposition: the critic reads both Beamer and Quarto and produces harsh findings. The fixer implements exactly what the critic found. They loop until the critic says "APPROVED" (or 5 rounds max). This catches errors that single-pass review misses.

Quality Gates

Every file gets a score (0–100). Scores below threshold block the action:

  • 80 — commit threshold
  • 90 — PR threshold
  • 95 — excellence (aspirational)

Context Survival

Plans, specifications, and session logs survive auto-compression and session boundaries. The PreCompact hook saves a context snapshot before Claude's auto-compression triggers, ensuring critical decisions are never lost. MEMORY.md accumulates learning across sessions, so patterns discovered in one session inform future work.


The Guide

For a comprehensive walkthrough, read the full guide (or see the source).

It covers:

  1. Why This Workflow Exists — the problem and the vision
  2. Getting Started — fork, paste one prompt, and Claude sets up the rest
  3. The System in Action — specialized agents, adversarial QA, quality scoring
  4. The Building Blocks — CLAUDE.md, rules, skills, agents, hooks, memory
  5. Workflow Patterns — lecture creation, translation, replication, multi-agent review, research exploration
  6. Customizing for Your Domain — creating your own reviewers and knowledge bases

What's Included

10 agents, 21 skills, 17 rules, 7 hooks (click to expand)

Agents (.claude/agents/)

Agent What It Does
proofreader Grammar, typos, overflow, consistency review
slide-auditor Visual layout audit (overflow, font consistency, spacing)
pedagogy-reviewer 13-pattern pedagogical review (narrative arc, notation density, pacing)
r-reviewer R code quality, reproducibility, and domain correctness
tikz-reviewer Merciless TikZ diagram visual critique
beamer-translator Beamer-to-Quarto translation specialist
quarto-critic Adversarial QA comparing Quarto against Beamer benchmark
quarto-fixer Implements fixes from the critic agent
verifier End-to-end task completion verification
domain-reviewer Template for your field-specific substance reviewer

Skills (.claude/skills/)

Skill What It Does
/compile-latex 3-pass XeLaTeX compilation with bibtex
/deploy Render Quarto + sync to GitHub Pages
/extract-tikz TikZ diagrams to PDF to SVG pipeline
/proofread Launch proofreader on a file
/visual-audit Launch slide-auditor on a file
/pedagogy-review Launch pedagogy-reviewer on a file
/review-r Launch R code reviewer
/qa-quarto Adversarial critic-fixer loop (max 5 rounds)
/slide-excellence Combined multi-agent review
/translate-to-quarto Full 11-phase Beamer-to-Quarto translation
/validate-bib Cross-reference citations against bibliography
/devils-advocate Challenge design decisions before committing
/create-lecture Full lecture creation workflow
/commit Stage, commit, create PR, and merge to main
/lit-review Literature search, synthesis, and gap identification
/research-ideation Generate research questions and empirical strategies
/interview-me Interactive interview to formalize a research idea
/review-paper Manuscript review: structure, econometrics, referee objections
/data-analysis End-to-end R analysis with publication-ready output
/learn Extract non-obvious discoveries into persistent skills
/context-status Show session health and context usage

Research Workflow

Feature What It Does
Exploration folder Structured explorations/ sandbox with graduate/archive lifecycle
Fast-track workflow 60/100 quality threshold for rapid prototyping
Simplified orchestrator implement → verify → score → done (no multi-round reviews)
Enhanced session logging Structured tables for changes, decisions, verification
Merge-only reporting Quality reports at merge time only
Math line-length exception Long lines acceptable for documented formulas
Workflow quick reference One-page cheat sheet at .claude/WORKFLOW_QUICK_REF.md

Rules (.claude/rules/)

Rules use path-scoped loading: always-on rules load every session (~100 lines total); path-scoped rules load only when Claude works on matching files. Claude follows ~150 instructions reliably, so less is more.

Always-on (no paths: frontmatter — load every session):

Rule What It Enforces
plan-first-workflow Plan mode for non-trivial tasks + context preservation
orchestrator-protocol Contractor mode: implement → verify → review → fix → score
session-logging Three logging triggers: post-plan, incremental, end-of-session

Path-scoped (load only when working on matching files):

Rule Triggers On What It Enforces
verification-protocol .tex, .qmd, docs/ Task completion checklist
single-source-of-truth Figures/, .tex, .qmd No content duplication; Beamer is authoritative
quality-gates .tex, .qmd, *.R 80/90/95 scoring + tolerance thresholds
r-code-conventions *.R R coding standards + math line-length exception
tikz-visual-quality .tex TikZ diagram visual standards
beamer-quarto-sync .tex, .qmd Auto-sync Beamer edits to Quarto
pdf-processing master_supporting_docs/ Safe large PDF handling
proofreading-protocol .tex, .qmd, quality_reports/ Propose-first, then apply with approval
no-pause-beamer .tex No overlay commands in Beamer
replication-protocol *.R Replicate original results before extending
knowledge-base-template .tex, .qmd, *.R Notation/application registry template
orchestrator-research *.R, explorations/ Simple orchestrator for research (no multi-round reviews)
exploration-folder-protocol explorations/ Structured sandbox for experimental work
exploration-fast-track explorations/ Lightweight exploration workflow (60/100 threshold)

Templates (templates/)

Template What It Does
session-log.md Structured session logging format
quality-report.md Merge-time quality report format
exploration-readme.md Exploration project README template
archive-readme.md Archive documentation template
requirements-spec.md MUST/SHOULD/MAY requirements framework with clarity status
constitutional-governance.md Template for defining non-negotiable principles vs. preferences
skill-template.md Academic skill creation template with domain-specific examples

Prerequisites

Tool Required For Install
Claude Code Everything npm install -g @anthropic-ai/claude-code
XeLaTeX LaTeX compilation TeX Live or MacTeX
Quarto Web slides quarto.org/docs/get-started
R Figures & analysis r-project.org
pdf2svg TikZ to SVG brew install pdf2svg (macOS)
gh CLI PR workflow brew install gh (macOS)

Not all tools are needed — install only what your project uses. Claude Code is the only hard requirement.


Adapting for Your Field

  1. Fill in the knowledge base (.claude/rules/knowledge-base-template.md) with your notation, applications, and design principles
  2. Customize the domain reviewer (.claude/agents/domain-reviewer.md) with review lenses specific to your field
  3. Update the color palette in your Quarto theme SCSS file — change the color variables at the top
  4. Add field-specific R pitfalls to .claude/rules/r-code-conventions.md
  5. Fill in the lecture mapping in .claude/rules/beamer-quarto-sync.md
  6. Customize the workflow quick reference (.claude/WORKFLOW_QUICK_REF.md) with your non-negotiables and preferences
  7. Set up the exploration folder (explorations/) for experimental work

Additional Resources


Origin

This infrastructure was extracted from Econ 730: Causal Panel Data at Emory University, developed by Pedro Sant'Anna using Claude Code over 6+ sessions. The course produced 6 complete PhD lecture decks with 800+ slides, interactive Quarto versions with plotly charts, and full R replication packages — all managed through this multi-agent workflow.


License

MIT License. Use freely for teaching, research, or any academic purpose.

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A ready-to-fork Claude Code template for academics using LaTeX/Beamer + R. Multi-agent review, quality gates, adversarial QA, and replication protocols.

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