@chief-clancy/brief 0.1.0 → 0.1.2

package/README.md

@@ -0,0 +1,83 @@
+# @chief-clancy/brief
+
+**Strategic brief generator for Claude Code.**
+
+[![npm](https://img.shields.io/npm/v/@chief-clancy/brief?style=for-the-badge&color=cb3837)](https://www.npmjs.com/package/@chief-clancy/brief) [![License: MIT](https://img.shields.io/badge/License-MIT-blue?style=for-the-badge)](../../LICENSE)
+
+```bash
+npx @chief-clancy/brief
+```
+
+Turn feature ideas into structured strategic briefs with vertical-slice ticket decomposition. Works standalone — no board credentials, no pipeline, no config required.
+
+## What it does
+
+The `/clancy:brief` slash command researches your codebase, grills you (or itself) on requirements, and produces a brief document with:
+
+- Problem statement and goals
+- Discovery Q&A from the grill phase
+- User stories
+- Technical considerations
+- Ticket decomposition table (vertical slices, sized, with dependencies)
+- Open questions and risks
+
+## How it works
+
+1. **Install:** `npx @chief-clancy/brief` — choose global or local
+2. **Run:** `/clancy:brief "Add dark mode support"` — inline text
+3. **Or from a file:** `/clancy:brief --from docs/rfc.md`
+
+Briefs are saved to `.clancy/briefs/` in your project.
+
+## Input modes
+
+| Mode         | Example                                       | Board needed?               |
+| ------------ | --------------------------------------------- | --------------------------- |
+| Inline text  | `/clancy:brief "Add dark mode"`               | No                          |
+| From file    | `/clancy:brief --from docs/rfc.md`            | No                          |
+| Board ticket | `/clancy:brief #42`, `/clancy:brief PROJ-123` | Yes (`/clancy:board-setup`) |
+| Batch        | `/clancy:brief 3`                             | Yes (`/clancy:board-setup`) |
+| Interactive  | `/clancy:brief`                               | No                          |
+
+## Flags
+
+| Flag            | Description                           |
+| --------------- | ------------------------------------- |
+| `--afk`         | AI-grill instead of human interview   |
+| `--fresh`       | Discard existing brief and start over |
+| `--research`    | Include web research in analysis      |
+| `--from <path>` | Brief from a local file               |
+| `--epic <KEY>`  | Set parent for ticket creation        |
+| `--list`        | Show inventory of existing briefs     |
+
+## Board ticket mode (optional)
+
+To brief from board tickets without installing the full pipeline:
+
+1. Run `/clancy:board-setup` in Claude Code
+2. Follow the prompts to configure your board credentials
+3. Run `/clancy:brief #42` (or your board's ticket format)
+
+Credentials are stored in `.clancy/.env` and are per-project (not global).
+
+## Full pipeline
+
+For ticket creation, planning, and the full development pipeline, install the complete Clancy package:
+
+```bash
+npx chief-clancy
+```
+
+## Part of the Clancy monorepo
+
+- [`chief-clancy`](https://www.npmjs.com/package/chief-clancy) — full pipeline (install, configure, implement, autopilot)
+- [`@chief-clancy/terminal`](https://www.npmjs.com/package/@chief-clancy/terminal) — installer, slash commands, hooks, runners
+- [`@chief-clancy/core`](https://www.npmjs.com/package/@chief-clancy/core) — board integrations, pipeline phases, schemas
+
+## Credits
+
+Built on the [Ralph technique](https://ghuntley.com/ralph/) by Geoffrey Huntley. See [CREDITS.md](https://github.com/Pushedskydiver/chief-clancy/blob/main/CREDITS.md).
+
+## License
+
+MIT — see [LICENSE](https://github.com/Pushedskydiver/chief-clancy/blob/main/LICENSE).

package/bin/brief.js

@@ -80,6 +80,14 @@ const rl = createInterface({ input: process.stdin, output: process.stdout });
 /** @param {string} label */
 const ask = (label) => new Promise((resolve) => rl.question(label, resolve));
 
+// ---------------------------------------------------------------------------
+// File lists (keep in sync with install.ts)
+// ---------------------------------------------------------------------------
+
+const COMMAND_FILES = ['board-setup.md', 'brief.md'];
+const WORKFLOW_FILES = ['board-setup.md', 'brief.md'];
+const AGENT_FILES = ['devils-advocate.md'];
+
 // ---------------------------------------------------------------------------
 // Installer
 // ---------------------------------------------------------------------------
@@ -102,20 +110,23 @@ function copyChecked(src, dest) {
 }
 
 /** Inline workflow @-references into command files (global mode only). */
-function inlineWorkflow(commandsDest, workflowsDest) {
+function inlineWorkflows(commandsDest, workflowsDest) {
   const WORKFLOW_REF = /^@\.claude\/clancy\/workflows\/([^/\\]+\.md)\r?$/gm;
-  const cmdPath = join(commandsDest, 'brief.md');
-  const content = readFileSync(cmdPath, 'utf8');
-  const resolved = content.replace(WORKFLOW_REF, (match, fileName) => {
-    const wfPath = join(workflowsDest, fileName);
-    if (!existsSync(wfPath)) return match;
-    return readFileSync(wfPath, 'utf8');
-  });
 
-  if (resolved !== content) {
-    rejectSymlink(cmdPath);
-    writeFileSync(cmdPath, resolved);
-  }
+  COMMAND_FILES.forEach((file) => {
+    const cmdPath = join(commandsDest, file);
+    const content = readFileSync(cmdPath, 'utf8');
+    const resolved = content.replace(WORKFLOW_REF, (match, fileName) => {
+      const wfPath = join(workflowsDest, fileName);
+      if (!existsSync(wfPath)) return match;
+      return readFileSync(wfPath, 'utf8');
+    });
+
+    if (resolved !== content) {
+      rejectSymlink(cmdPath);
+      writeFileSync(cmdPath, resolved);
+    }
+  });
 }
 
 // ---------------------------------------------------------------------------
@@ -178,22 +189,19 @@ async function main() {
   mkdirSync(agentsDest, { recursive: true });
 
   // Copy files
-  copyChecked(
-    join(sources.commandsDir, 'brief.md'),
-    join(commandsDest, 'brief.md'),
+  COMMAND_FILES.forEach((f) =>
+    copyChecked(join(sources.commandsDir, f), join(commandsDest, f)),
   );
-  copyChecked(
-    join(sources.workflowsDir, 'brief.md'),
-    join(workflowsDest, 'brief.md'),
+  WORKFLOW_FILES.forEach((f) =>
+    copyChecked(join(sources.workflowsDir, f), join(workflowsDest, f)),
   );
-  copyChecked(
-    join(sources.agentsDir, 'devils-advocate.md'),
-    join(agentsDest, 'devils-advocate.md'),
+  AGENT_FILES.forEach((f) =>
+    copyChecked(join(sources.agentsDir, f), join(agentsDest, f)),
   );
 
   // Inline workflows for global mode
   if (mode === 'global') {
-    inlineWorkflow(commandsDest, workflowsDest);
+    inlineWorkflows(commandsDest, workflowsDest);
   }
 
   // Write version marker
@@ -205,15 +213,21 @@ async function main() {
   console.log('');
   console.log(green('  ✓ Clancy Brief installed successfully.'));
   console.log('');
-  console.log('  Command available:');
+  console.log('  Commands available:');
   console.log(
-    `      ${cyan('/clancy:brief')}  ${dim('Generate a strategic brief for a feature')}`,
+    `      ${cyan('/clancy:brief')}          ${dim('Generate a strategic brief')}`,
+  );
+  console.log(
+    `      ${cyan('/clancy:board-setup')}    ${dim('Configure board credentials (optional)')}`,
   );
   console.log('');
   console.log('  Next steps:');
   console.log(`    1. Open a project in Claude Code`);
   console.log(`    2. Run: ${cyan('/clancy:brief "Your feature idea"')}`);
   console.log('');
+  console.log(dim('  Want to brief from board tickets?'));
+  console.log(dim(`    Run: ${cyan('/clancy:board-setup')}`));
+  console.log('');
   console.log(
     dim('  For the full pipeline (tickets, planning, implementation):'),
   );

package/dist/installer/install.js

@@ -10,9 +10,9 @@ import { join } from 'node:path';
 // Constants
 // ---------------------------------------------------------------------------
 /** Command files shipped with the brief package. */
-const COMMAND_FILES = ['brief.md'];
+const COMMAND_FILES = ['board-setup.md', 'brief.md'];
 /** Workflow files shipped with the brief package. */
-const WORKFLOW_FILES = ['brief.md'];
+const WORKFLOW_FILES = ['board-setup.md', 'brief.md'];
 /** Agent files shipped with the brief package. */
 const AGENT_FILES = ['devils-advocate.md'];
 /** Matches `@.claude/clancy/workflows/<filename>.md` on its own line. */

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@chief-clancy/brief",
-  "version": "0.1.0",
+  "version": "0.1.2",
   "description": "Strategic brief generator for Claude Code — grill, decompose, and document feature ideas",
   "author": "Alex Clapperton",
   "license": "MIT",

package/src/commands/board-setup.md

@@ -0,0 +1,11 @@
+# /clancy:board-setup
+
+Configure board credentials for standalone brief usage. Connects your project to a Kanban board so you can brief from board tickets.
+
+Not needed if you have the full Clancy pipeline installed (`npx chief-clancy`) — use `/clancy:settings` instead.
+
+Supported boards: Jira, GitHub Issues, Linear, Shortcut, Notion, Azure DevOps.
+
+@.claude/clancy/workflows/board-setup.md
+
+Follow the board setup workflow above. Collect credentials, verify the connection, and write them to `.clancy/.env`.

package/src/commands/brief.md

@@ -4,7 +4,7 @@ Generate a strategic brief for a feature idea. Researches the codebase, grills y
 
 Accepts optional arguments:
 
-- **Board ticket:** `/clancy:brief PROJ-123`, `/clancy:brief #42`, `/clancy:brief ENG-42` — brief from a board ticket
+- **Board ticket:** `/clancy:brief PROJ-123`, `/clancy:brief #42`, `/clancy:brief ENG-42` — brief from a board ticket (requires credentials — run `/clancy:board-setup` or install the full pipeline with `npx chief-clancy`)
 - **Inline text:** `/clancy:brief "Add dark mode"` — brief from a description
 - **From file:** `/clancy:brief --from docs/rfc.md` — brief from a local file
 - **Batch mode:** `/clancy:brief 3` — brief up to 3 tickets from the queue

package/src/commands/commands.test.ts

@@ -11,7 +11,7 @@ import { describe, expect, it } from 'vitest';
 
 const COMMANDS_DIR = fileURLToPath(new URL('.', import.meta.url));
 
-const EXPECTED_COMMANDS = ['brief.md'];
+const EXPECTED_COMMANDS = ['board-setup.md', 'brief.md'];
 
 describe('commands directory structure', () => {
   it('contains exactly the expected command files', () => {

package/src/workflows/board-setup.md

@@ -0,0 +1,370 @@
+# Board Setup Workflow
+
+## Overview
+
+Configure board credentials so `/clancy:brief` can fetch tickets and post briefs as comments. This workflow collects the minimum credentials needed for board access — no pipeline configuration, no role settings, no iteration limits.
+
+Credentials are stored in `.clancy/.env` in the current project directory. They are per-project, not global.
+
+---
+
+## Step 1 — Preflight checks
+
+### 1. Check for full pipeline
+
+Check if `.clancy/clancy-implement.js` exists in the project root.
+
+If present, the full Clancy pipeline is installed. Show:
+
+```
+Full Clancy pipeline detected. Use /clancy:settings to manage board credentials.
+```
+
+Stop. Do not proceed with standalone board setup.
+
+### 2. Check for existing credentials
+
+Check if `.clancy/.env` exists and contains board credentials (any of: `JIRA_BASE_URL`, `GITHUB_TOKEN`, `LINEAR_API_KEY`, `SHORTCUT_API_TOKEN`, `NOTION_TOKEN`, `AZDO_ORG`, `AZDO_PAT`, `AZDO_PROJECT`).
+
+If board credentials are found, show:
+
+```
+Existing board credentials found in .clancy/.env.
+
+[1] Reconfigure (replace current board)
+[2] Cancel
+```
+
+If [2]: stop.
+If [1]: continue to Step 2. The existing `.clancy/.env` will be updated (board-specific vars replaced, other vars preserved).
+
+If `.clancy/.env` does not exist, or exists but has no board credentials: continue to Step 2.
+
+---
+
+## Step 2 — Board selection
+
+Output:
+
+```
+Which board are you using?
+
+[1] Jira
+[2] GitHub Issues
+[3] Linear
+[4] Shortcut
+[5] Notion
+[6] Azure DevOps
+[7] My board isn't listed
+```
+
+If the user selects [7], show:
+
+```
+Clancy currently supports Jira, GitHub Issues, Linear, Shortcut, Notion, and Azure DevOps.
+
+Your board isn't supported yet — open an issue:
+  github.com/Pushedskydiver/chief-clancy/issues
+
+You can still use /clancy:brief with inline text or file input:
+  /clancy:brief "Add dark mode support"
+  /clancy:brief --from docs/rfc.md
+```
+
+Stop.
+
+---
+
+## Step 3 — Credential collection
+
+Ask each question individually and wait for an answer before moving to the next.
+
+### Jira
+
+1. `What's your Jira base URL? (e.g. https://your-org.atlassian.net)`
+2. `What's your Jira project key? (e.g. PROJ)`
+3. `What email address do you use to log in to Atlassian?`
+4. `Paste your Jira API token: (create one at id.atlassian.com/manage-profile/security/api-tokens)`
+
+Store as `JIRA_BASE_URL`, `JIRA_PROJECT_KEY`, `JIRA_USER`, `JIRA_API_TOKEN`.
+
+### GitHub Issues
+
+1. `What's your GitHub repo? (owner/name, e.g. acme/my-app)`
+2. `Paste your GitHub personal access token: (needs repo scope)`
+
+Store as `GITHUB_REPO`, `GITHUB_TOKEN`.
+
+After collecting credentials, show:
+
+```
+Note: Clancy only picks up GitHub Issues that have the "clancy" label applied.
+Add this label to any issue you want Clancy to brief.
+```
+
+### Linear
+
+1. `Paste your Linear API key: (create one at linear.app/settings/api)`
+2. After verifying the API key (Step 4), auto-detect teams by querying `{ teams { nodes { id name } } }`.
+   - If exactly 1 team: use it automatically. Show `Using team: {name} ({id})`.
+   - If 2+ teams: show a numbered list and let the user pick.
+   - If the query fails or returns no teams: fall back to asking manually: `What's your Linear team ID? (find it at linear.app/settings/teams — click your team, copy the ID from the URL)`
+
+Store as `LINEAR_API_KEY`, `LINEAR_TEAM_ID`.
+
+### Shortcut
+
+1. `Paste your Shortcut API token: (create one at app.shortcut.com/settings/account/api-tokens)`
+
+Store as `SHORTCUT_API_TOKEN`.
+
+### Notion
+
+1. `Paste your Notion integration token: (create one at notion.so/my-integrations)`
+2. `What's your Notion database ID? (the 32-character hex string in your database URL)`
+
+Store as `NOTION_TOKEN`, `NOTION_DATABASE_ID`.
+
+### Azure DevOps
+
+1. `What's your Azure DevOps organisation name? (e.g. your-org)`
+2. `What's your Azure DevOps project name?`
+3. `Paste your Azure DevOps personal access token: (needs Work Items Read & Write scope)`
+
+Store as `AZDO_ORG`, `AZDO_PROJECT`, `AZDO_PAT`.
+
+---
+
+## Step 4 — Credential verification
+
+After collecting all credentials for the chosen board, verify the connection before writing them.
+
+### Jira
+
+Call `GET {JIRA_BASE_URL}/rest/api/3/project/{JIRA_PROJECT_KEY}` with basic auth (`{JIRA_USER}:{JIRA_API_TOKEN}` base64-encoded in the `Authorization: Basic` header).
+
+On success (HTTP 200):
+
+```
+✅ Jira connected — project {JIRA_PROJECT_KEY} reachable.
+```
+
+### GitHub Issues
+
+Call `GET https://api.github.com/repos/{GITHUB_REPO}` with `Authorization: Bearer {GITHUB_TOKEN}` and `X-GitHub-Api-Version: 2022-11-28`.
+
+On success (HTTP 200):
+
+```
+✅ GitHub connected — {GITHUB_REPO} reachable.
+```
+
+### Linear
+
+Call `POST https://api.linear.app/graphql` with `Authorization: {LINEAR_API_KEY}` (no Bearer prefix) and body `{"query": "{ viewer { id name } }"}`.
+
+On success (HTTP 200 with `data.viewer`):
+
+```
+✅ Linear connected — {viewer.name}.
+```
+
+### Shortcut
+
+Call `GET https://api.app.shortcut.com/api/v3/member-info` with `Shortcut-Token: {SHORTCUT_API_TOKEN}`.
+
+On success (HTTP 200):
+
+```
+✅ Shortcut connected.
+```
+
+### Notion
+
+Call `GET https://api.notion.com/v1/databases/{NOTION_DATABASE_ID}` with `Authorization: Bearer {NOTION_TOKEN}` and `Notion-Version: 2022-06-28`.
+
+On success (HTTP 200):
+
+```
+✅ Notion connected — database reachable.
+```
+
+### Azure DevOps
+
+Call `GET https://dev.azure.com/{AZDO_ORG}/{AZDO_PROJECT}/_apis/wit/workitemtypes?api-version=7.1` with basic auth (empty user, `AZDO_PAT` as password).
+
+On success (HTTP 200):
+
+```
+✅ Azure DevOps connected — {AZDO_PROJECT} reachable.
+```
+
+### On failure (any board)
+
+```
+❌ Couldn't connect to {board} (HTTP {status}).
+Check your credentials.
+
+[1] Re-enter credentials
+[2] Skip verification (save anyway)
+[3] Cancel
+```
+
+If [1]: go back to Step 3 for that board.
+If [2]: save the unverified credentials and continue to Step 5.
+If [3]: stop without saving.
+
+Never silently continue with unverified credentials — the user must explicitly choose.
+
+---
+
+## Step 5 — Detect base branch
+
+Auto-detect the default branch:
+
+```bash
+BASE_BRANCH_REF="$(git symbolic-ref refs/remotes/origin/HEAD 2>/dev/null)"
+echo "${BASE_BRANCH_REF#refs/remotes/origin/}"
+```
+
+If detection succeeds and the branch is `main` or `master`: use it silently. Store as `CLANCY_BASE_BRANCH`.
+
+If detection fails or returns an unexpected branch name, ask:
+
+```
+What's your base branch? [main]
+```
+
+---
+
+## Step 6 — Write credentials
+
+### Create directory
+
+Create `.clancy/` directory if it does not exist.
+
+### Write `.clancy/.env`
+
+If `.clancy/.env` already exists (reconfigure path from Step 1, or exists with no board credentials):
+
+- Preserve all existing lines (comments, blank lines, non-board vars)
+- Remove any existing board-specific env vars for ALL boards (not just the new one). Board vars to remove:
+  - Jira: `JIRA_BASE_URL`, `JIRA_PROJECT_KEY`, `JIRA_USER`, `JIRA_API_TOKEN`, `CLANCY_JQL_STATUS`, `CLANCY_JQL_SPRINT`
+  - GitHub: `GITHUB_REPO`, `GITHUB_TOKEN`
+  - Linear: `LINEAR_API_KEY`, `LINEAR_TEAM_ID`
+  - Shortcut: `SHORTCUT_API_TOKEN`, `SHORTCUT_WORKFLOW`
+  - Notion: `NOTION_TOKEN`, `NOTION_DATABASE_ID`, `CLANCY_NOTION_STATUS`, `CLANCY_NOTION_ASSIGNEE`, `CLANCY_NOTION_LABELS`, `CLANCY_NOTION_PARENT`, `CLANCY_NOTION_TODO`
+  - Azure DevOps: `AZDO_ORG`, `AZDO_PROJECT`, `AZDO_PAT`, `CLANCY_AZDO_WIT`, `CLANCY_AZDO_STATUS`
+- Preserve all other lines (comments, blank lines, non-board vars like `CLANCY_BASE_BRANCH`)
+- Append the new board's credentials at the end
+- Update `CLANCY_BASE_BRANCH` if it exists, or append it
+
+If `.clancy/.env` does not exist, write a new file:
+
+```
+# Clancy — Board credentials
+# Configured by @chief-clancy/brief
+# Do not commit this file to version control.
+
+{BOARD_CREDENTIALS}
+
+CLANCY_BASE_BRANCH={branch}
+```
+
+Where `{BOARD_CREDENTIALS}` is the board-specific key=value pairs collected in Step 3. Wrap values containing spaces in double quotes.
+
+### Check .gitignore
+
+Check if `.gitignore` exists and contains `.clancy/.env` (or a pattern that covers it, like `.clancy/` or `*.env`).
+
+If not covered, show:
+
+```
+⚠️  Add .clancy/.env to your .gitignore to keep credentials out of version control:
+
+  echo '.clancy/.env' >> .gitignore
+```
+
+---
+
+## Step 7 — Completion
+
+Show the board-specific success message:
+
+### Jira
+
+```
+Board credentials configured for Jira ({JIRA_PROJECT_KEY}).
+
+You can now brief from Jira tickets:
+  /clancy:brief PROJ-123
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```
+
+### GitHub Issues
+
+```
+Board credentials configured for GitHub Issues ({GITHUB_REPO}).
+
+You can now brief from GitHub issues:
+  /clancy:brief #42
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```
+
+### Linear
+
+```
+Board credentials configured for Linear.
+
+You can now brief from Linear issues:
+  /clancy:brief ENG-42
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```
+
+### Shortcut
+
+```
+Board credentials configured for Shortcut.
+
+You can now brief from Shortcut stories:
+  /clancy:brief SC-123
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```
+
+### Notion
+
+```
+Board credentials configured for Notion.
+
+You can now brief from Notion pages:
+  /clancy:brief notion-XXXXXXXX
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```
+
+### Azure DevOps
+
+```
+Board credentials configured for Azure DevOps ({AZDO_PROJECT}).
+
+You can now brief from Azure DevOps work items:
+  /clancy:brief 42
+
+Credentials are stored in .clancy/.env (this project only).
+To reconfigure: /clancy:board-setup
+For the full pipeline: npx chief-clancy
+```

package/src/workflows/brief.md

@@ -2,47 +2,55 @@
 
 ## Overview
 
-Research an idea, interrogate it thoroughly, and generate a structured strategic brief with vertical-slice ticket decomposition. Briefs are saved locally and optionally posted as comments on the source ticket. Does not create tickets — that is `/clancy:approve-brief`.
+Research an idea, interrogate it thoroughly, and generate a structured strategic brief with vertical-slice ticket decomposition. Briefs are saved locally and optionally posted as comments on the source ticket. Does not create tickets — in **terminal mode**, use `/clancy:approve-brief` for that. In **standalone mode** or **standalone+board mode**, install the full pipeline (`npx chief-clancy`) to create tickets from briefs.
 
 ---
 
 ## Step 1 — Preflight checks
 
-1. Check `.clancy/` exists and `.clancy/.env` is present. If not:
+### 1. Detect installation context
 
-   ```
-   .clancy/ not found. Run /clancy:init to set up Clancy first.
-   ```
+Check for `.clancy/.env`:
 
-   Stop.
+- **Absent** → **standalone mode**. No board credentials. Board ticket and batch modes are blocked.
+- **Present** → continue to `.clancy/clancy-implement.js` check below.
 
-2. Source `.clancy/.env` and check board credentials are present.
+If `.clancy/.env` is present, check for `.clancy/clancy-implement.js`:
 
-3. Check `CLANCY_ROLES` includes `strategist` (or env var is unset, which indicates a global install where all roles are available). If `CLANCY_ROLES` is set but does not include `strategist`:
+- **Present** → **terminal mode**. Full Clancy pipeline installed.
+- **Absent** → **standalone+board mode**. Board credentials available via `/clancy:board-setup`. Board ticket mode works. Steps 10/10a work. But `/clancy:approve-brief` is not available (requires full pipeline).
 
-   ```
-   The Strategist role is not enabled. Add "strategist" to CLANCY_ROLES in .clancy/.env or run /clancy:settings.
-   ```
+### 2. Terminal-mode preflight (skip in standalone mode and standalone+board mode)
 
-   Stop.
+If in **terminal mode** (`.clancy/.env` present AND `.clancy/clancy-implement.js` present):
 
-4. Branch freshness check — run `git fetch origin` and compare the current HEAD with `origin/$CLANCY_BASE_BRANCH` (defaults to `main`). If the local branch is behind:
+a. Source `.clancy/.env` and check board credentials are present.
 
-   **AFK mode** (`--afk` flag or `CLANCY_MODE=afk`): auto-pull without prompting. Run `git pull origin $CLANCY_BASE_BRANCH` and continue.
+b. Check `CLANCY_ROLES` includes `strategist` (or env var is unset, which indicates a global install where all roles are available). If `CLANCY_ROLES` is set but does not include `strategist`:
 
-   **Interactive mode:**
+```
+The Strategist role is not enabled. Add "strategist" to CLANCY_ROLES in .clancy/.env or run /clancy:settings.
+```
+
+Stop.
+
+### 3. Branch freshness check — run `git fetch origin` and compare the current HEAD with `origin/$CLANCY_BASE_BRANCH` (defaults to `main`). If the local branch is behind:
 
-   ```
-   ⚠️  Your local branch is behind origin/{CLANCY_BASE_BRANCH} by {N} commit(s).
+**AFK mode** (`--afk` flag or `CLANCY_MODE=afk`): auto-pull without prompting. Run `git pull origin $CLANCY_BASE_BRANCH` and continue.
 
-   [1] Pull latest
-   [2] Continue anyway
-   [3] Abort
-   ```
+**Interactive mode:**
 
-   - [1] runs `git pull origin $CLANCY_BASE_BRANCH` and continues
-   - [2] continues without pulling
-   - [3] stops
+```
+⚠️  Your local branch is behind origin/{CLANCY_BASE_BRANCH} by {N} commit(s).
+
+[1] Pull latest
+[2] Continue anyway
+[3] Abort
+```
+
+- [1] runs `git pull origin $CLANCY_BASE_BRANCH` and continues
+- [2] continues without pulling
+- [3] stops
 
 ---
 
@@ -56,7 +64,7 @@ Parse the arguments passed to the command. Arguments can appear in any order.
 - **`--fresh`** — discard any existing brief and start over from scratch
 - **`--research`** — force web research agent (adds 1 web agent to the research phase)
 - **`--afk`** — use AI-grill instead of human grill (no interactive questions)
-- **`--epic {KEY}`** — hint for `/clancy:approve-brief` later. Stored in the brief's metadata. Ignored if the input is a board ticket (the source ticket is the parent).
+- **`--epic {KEY}`** — hint for the approve step later (terminal mode: `/clancy:approve-brief`). Stored in the brief's metadata. Ignored if the input is a board ticket (the source ticket is the parent).
 
 ### Input modes
 
@@ -82,6 +90,24 @@ If N > 10: `Maximum batch size is 10. Briefing 10 tickets.`
 
 If `--list` is present (with or without other arguments), jump to Step 11 (Brief Inventory) and stop.
 
+### Standalone board-ticket guard
+
+If running in **standalone mode** (Step 1 detected no `.clancy/.env`) and the resolved input mode is **board ticket** or **batch mode**:
+
+```
+Board credentials not found. To brief from a board ticket:
+  /clancy:board-setup    — configure board credentials (standalone)
+  npx chief-clancy       — install the full pipeline
+
+For now, use:
+  /clancy:brief "Add dark mode"       — inline text
+  /clancy:brief --from docs/rfc.md    — from a file
+```
+
+Stop.
+
+In **standalone+board mode**, board ticket and batch modes proceed normally — credentials are available.
+
 ---
 
 ## Step 3 — Gather idea (mode-specific)
@@ -553,7 +579,7 @@ Same relentless energy as the human grill, but directed at the strategist itself
 2. Spawn the devil's advocate agent via the Agent tool, passing:
    - The idea text (ticket title + description, or inline text, or file content)
    - The 10-15 generated questions
-   - The path to the agent prompt: `src/agents/devils-advocate.md`
+   - The path to the agent prompt: `.claude/clancy/agents/devils-advocate.md`
 
 3. The devil's advocate agent answers each question by INTERROGATING ITS SOURCES:
    - **Codebase:** explore affected areas, read `.clancy/docs/`, check existing patterns. Don't assume — look.
@@ -774,7 +800,7 @@ Using all gathered context (idea, grill output, research findings), generate the
 
 ---
 
-_Generated by [Clancy](https://github.com/Pushedskydiver/chief-clancy). To answer open questions or request changes: comment on the source ticket or add a ## Feedback section to the brief file, then re-run `/clancy:brief` to revise. To approve: `/clancy:approve-brief`. To start over: `/clancy:brief --fresh`._
+_Generated by [Clancy](https://github.com/Pushedskydiver/chief-clancy). To answer open questions or request changes: comment on the source ticket or add a ## Feedback section to the brief file, then re-run `/clancy:brief` to revise. To create tickets: `/clancy:approve-brief` (requires full pipeline — `npx chief-clancy`). To start over: `/clancy:brief --fresh`._
 ```
 
 ### Source field format
@@ -837,7 +863,9 @@ Write to `.clancy/briefs/{YYYY-MM-DD}-{slug}.md`.
 
 ## Step 10 — Post to board
 
-Only for board-sourced briefs (ticket key was provided). Inline text and file briefs are local only.
+Only for board-sourced briefs when board credentials are available (terminal mode or standalone+board mode). In **standalone mode** (no `.clancy/.env`), skip this step and Step 10a entirely — the local file in `.clancy/briefs/` is the source of truth.
+
+Inline text and file briefs are also local only — skip this step regardless of mode.
 
 ### GitHub — POST comment
 
@@ -951,7 +979,7 @@ Continue — do not stop. The local file is the source of truth.
 
 ## Step 10a — Apply pipeline label (board-sourced only)
 
-Only for board-sourced briefs (ticket key was provided). Inline text and file briefs skip this step.
+Only for board-sourced briefs when board credentials are available (terminal mode or standalone+board mode). In **standalone mode** (no `.clancy/.env`), skip this step entirely (see Step 10 guard). Inline text and file briefs also skip this step. Note: in standalone+board mode, this step creates a `clancy:brief` label on the board — this is expected behaviour when credentials are configured.
 
 **This step is mandatory for board-sourced briefs — always apply the label.** Use `CLANCY_LABEL_BRIEF` from `.clancy/.env` if set. If not set, use `clancy:brief` as the default. Ensure the label exists on the board (create it if missing), then add it to the ticket. Also read `CLANCY_LABEL_PLAN` (default: `clancy:plan`) and `CLANCY_LABEL_BUILD` (default: `clancy:build`) for cleanup during re-briefs.
 
@@ -1219,7 +1247,8 @@ Clancy — Briefs
 
 3 unapproved drafts. 1 stale (>7 days).
 
-To approve: /clancy:approve-brief <slug or index>
+To approve (terminal mode): /clancy:approve-brief <slug or index>
+To approve (standalone/standalone+board): npx chief-clancy, then /clancy:approve-brief
 To review stale briefs: open the file and add ## Feedback, or delete it.
 ```
 
@@ -1253,7 +1282,8 @@ Next Steps
     • Or add a ## Feedback section to the brief file
     Then re-run: /clancy:brief {KEY}
 
-  Approve:       /clancy:approve-brief {KEY}
+  Approve:       /clancy:approve-brief {KEY}  (terminal mode)
+  Full pipeline: npx chief-clancy             (if not terminal mode)
   Start over:    /clancy:brief --fresh {KEY}
 ```
 
@@ -1271,8 +1301,9 @@ Next Steps
         .clancy/briefs/{date}-{slug}.feedback.md
     Then re-run: /clancy:brief
 
-  Approve:       /clancy:approve-brief {slug}
+  Approve:       /clancy:approve-brief {slug}           (terminal mode)
   With parent:   /clancy:approve-brief {slug} --epic {KEY}
+  Full pipeline: npx chief-clancy                        (if not terminal mode)
   Start over:    /clancy:brief --fresh
 ```
 
@@ -1307,14 +1338,14 @@ Briefed {M} of {N} tickets. {K} skipped.
   ⏭️  [{KEY3}] {Title} — already briefed
   ⏭️  [{KEY4}] {Title} — not relevant
 
-Briefs saved to .clancy/briefs/. Run /clancy:approve-brief to create tickets.
+Briefs saved to .clancy/briefs/. To create tickets: /clancy:approve-brief (requires full pipeline — npx chief-clancy).
 ```
 
 ---
 
 ## Notes
 
-- This command does NOT create tickets — it generates briefs only. Ticket creation is `/clancy:approve-brief`.
+- This command does NOT create tickets — it generates briefs only. Ticket creation requires the full pipeline (`npx chief-clancy`) and `/clancy:approve-brief`.
 - Briefs are saved locally in `.clancy/briefs/` and optionally posted as comments on the source ticket.
 - The grill phase is the most important part — do not skip or rush it. Zero ambiguity is the goal.
 - Re-running without `--fresh` auto-detects feedback: if feedback exists, revises; if no feedback, stops with guidance.
@@ -1322,7 +1353,7 @@ Briefs saved to .clancy/briefs/. Run /clancy:approve-brief to create tickets.
 - The `--list` flag is an inventory display only — no brief generated, no API calls beyond the local filesystem.
 - Batch mode (`/clancy:brief 3`) implies AI-grill — each ticket is briefed autonomously.
 - All board API calls are best-effort — if a comment fails to post, print the brief and warn. The local file is the source of truth.
-- The `Clancy Strategic Brief` text in comments is the marker used by both `/clancy:brief` (to detect existing briefs and feedback) and `/clancy:approve-brief` (to find the brief). Search case-insensitively and match regardless of heading level (`#`, `##`, or plain text).
+- The `Clancy Strategic Brief` text in comments is the marker used by `/clancy:brief` (to detect existing briefs and feedback) and by `/clancy:approve-brief` in terminal mode (to find the brief for ticket creation). Search case-insensitively and match regardless of heading level (`#`, `##`, or plain text).
 - Jira uses ADF for comments (with `codeBlock` fallback). GitHub, Linear, and Shortcut accept Markdown directly.
 - Linear personal API keys do NOT use `Bearer` prefix.
 - Shortcut uses `Shortcut-Token` header (not `Authorization: Bearer`). API base: `https://api.app.shortcut.com/api/v3`. Stories use `name` (not `title`), `description` is markdown, dependencies use `story_links` with `blocks` verb, and workflow state transitions use `workflow_state_id`.

package/src/workflows/workflows.test.ts

@@ -11,7 +11,7 @@ import { describe, expect, it } from 'vitest';
 
 const WORKFLOWS_DIR = fileURLToPath(new URL('.', import.meta.url));
 
-const EXPECTED_WORKFLOWS = ['brief.md'];
+const EXPECTED_WORKFLOWS = ['board-setup.md', 'brief.md'];
 
 describe('workflows directory structure', () => {
   it('contains exactly the expected workflow files', () => {
@@ -44,3 +44,131 @@ describe('workflows directory structure', () => {
     expect(content).toContain('.clancy/briefs/');
   });
 });
+
+// ---------------------------------------------------------------------------
+// board-setup.md content assertions
+// ---------------------------------------------------------------------------
+
+describe('board-setup workflow', () => {
+  const content = readFileSync(
+    new URL('board-setup.md', import.meta.url),
+    'utf8',
+  );
+
+  it('checks for full pipeline before proceeding', () => {
+    expect(content).toContain('clancy-implement.js');
+    expect(content).toContain('/clancy:settings');
+  });
+
+  it('checks for existing board credentials', () => {
+    expect(content).toContain('Existing board credentials found');
+    expect(content).toContain('Reconfigure');
+  });
+
+  it('offers all 6 supported boards', () => {
+    expect(content).toContain('Jira');
+    expect(content).toContain('GitHub Issues');
+    expect(content).toContain('Linear');
+    expect(content).toContain('Shortcut');
+    expect(content).toContain('Notion');
+    expect(content).toContain('Azure DevOps');
+  });
+
+  it('includes credential prompts for each board', () => {
+    expect(content).toContain('JIRA_BASE_URL');
+    expect(content).toContain('GITHUB_TOKEN');
+    expect(content).toContain('LINEAR_API_KEY');
+    expect(content).toContain('SHORTCUT_API_TOKEN');
+    expect(content).toContain('NOTION_TOKEN');
+    expect(content).toContain('AZDO_PAT');
+  });
+
+  it('includes credential verification for each board', () => {
+    expect(content).toContain('Jira connected');
+    expect(content).toContain('GitHub connected');
+    expect(content).toContain('Linear connected');
+    expect(content).toContain('Shortcut connected');
+    expect(content).toContain('Notion connected');
+    expect(content).toContain('Azure DevOps connected');
+  });
+
+  it('offers re-enter, skip, and cancel on verification failure', () => {
+    expect(content).toContain('Re-enter credentials');
+    expect(content).toContain('Skip verification');
+    expect(content).toContain('Cancel');
+  });
+
+  it('warns about .gitignore', () => {
+    expect(content).toContain('.gitignore');
+    expect(content).toContain('.clancy/.env');
+  });
+
+  it('notes credentials are per-project', () => {
+    expect(content).toContain('this project only');
+  });
+
+  it('includes brief header comment in env file', () => {
+    expect(content).toContain('Configured by @chief-clancy/brief');
+  });
+});
+
+// ---------------------------------------------------------------------------
+// brief.md content assertions
+// ---------------------------------------------------------------------------
+
+describe('three-state mode detection', () => {
+  const content = readFileSync(new URL('brief.md', import.meta.url), 'utf8');
+
+  it('Step 1 detects three installation states', () => {
+    expect(content).toContain('standalone mode');
+    expect(content).toContain('standalone+board mode');
+    expect(content).toContain('terminal mode');
+  });
+
+  it('Step 1 checks .clancy/.env for credentials', () => {
+    expect(content).toContain('.clancy/.env');
+  });
+
+  it('Step 1 checks clancy-implement.js for terminal detection', () => {
+    expect(content).toContain('clancy-implement.js');
+  });
+
+  it('Step 1 does not hard-stop on missing .clancy/.env', () => {
+    expect(content).not.toContain(
+      '.clancy/ not found. Run /clancy:init to set up Clancy first.',
+    );
+  });
+
+  it('CLANCY_ROLES check only runs in terminal mode', () => {
+    expect(content).toContain('Terminal-mode preflight');
+    expect(content).toContain(
+      'skip in standalone mode and standalone+board mode',
+    );
+  });
+
+  it('standalone guard mentions /clancy:board-setup', () => {
+    expect(content).toContain('Standalone board-ticket guard');
+    expect(content).toContain('Board credentials not found');
+    expect(content).toContain('/clancy:board-setup');
+  });
+
+  it('Step 10 runs when board credentials are available', () => {
+    expect(content).toContain(
+      'when board credentials are available (terminal mode or standalone+board mode)',
+    );
+  });
+
+  it('Step 10a runs when board credentials are available', () => {
+    expect(content).toContain('see Step 10 guard');
+  });
+
+  it('agent reference uses .claude/clancy/agents/ path', () => {
+    expect(content).toContain('.claude/clancy/agents/devils-advocate.md');
+    expect(content).not.toContain('src/agents/devils-advocate.md');
+  });
+
+  it('approve-brief references include standalone guidance', () => {
+    expect(content).not.toMatch(/that is `\/clancy:approve-brief`\./);
+    expect(content).toContain('npx chief-clancy');
+  });
+});