DTCSKILLS

Setup StoreBrief with Claude Code

Claude Code is a terminal-based AI assistant from Anthropic. It runs in your terminal and can read files, run commands, and connect to external services via MCP (Model Context Protocol). This makes it ideal for StoreBrief - the agent reads your files and connects to your store data automatically.

Time to complete: ~10 minutes

Step 1: Install Claude Code

If you don't have Claude Code installed yet:

  1. Open your terminal (Terminal on Mac, Command Prompt or PowerShell on Windows)
  2. Run the install command:
npm install -g @anthropic-ai/claude-code
  1. Verify it's installed:
claude --version

You should see a version number. If you get an error, make sure you have Node.js installed first (version 18 or higher).

  1. Launch Claude Code for the first time:
claude

It will ask you to sign in with your Anthropic account. Follow the prompts.

Don't have an Anthropic account? Sign up at console.anthropic.com. You'll need an API key with credits to use Claude Code.

Step 2: Create your StoreBrief project

Create a dedicated folder for StoreBrief. This is where your agent files and data will live.

mkdir storebrief && cd storebrief

Step 3: Add your StoreBrief files

After purchasing StoreBrief, you'll receive 4 files. Place them in your project folder:

storebrief/
├── SOUL.md            # How StoreBrief thinks and communicates
├── SKILL.md           # The full operator toolkit
├── INTEGRATIONS.md    # Data source setup reference
└── GETTING_STARTED.md # Quick start guide

You can drag and drop the files into the folder, or move them via terminal:

mv ~/Downloads/SOUL.md ~/Downloads/SKILL.md ~/Downloads/INTEGRATIONS.md ~/Downloads/GETTING_STARTED.md ./

Step 4: Create your CLAUDE.md file

Claude Code reads a CLAUDE.md file at the root of your project for persistent instructions. Create one that tells Claude to load StoreBrief:

Create a file called CLAUDE.md in your storebrief folder with this content:

# StoreBrief Agent

Read SOUL.md and SKILL.md before responding to any request. These files define your operator persona and capabilities.

Refer to INTEGRATIONS.md for data source configuration.

Step 5: Connect your data source

You need at least one data source connected. Choose the one that fits your setup:

Option A: Kleio (Recommended)

Kleio provides the richest data set via MCP. If you don't have Kleio yet, install it from the Shopify App Store ($29/mo, 14-day free trial).

  1. In your Kleio dashboard, enable the MCP server and copy your API key
  2. Add the Kleio MCP server to Claude Code. Run:
claude mcp add kleio -- npx kleio-mcp-server
  1. When prompted for environment variables, add your Kleio API key

Alternatively, add it manually to .claude/settings.json:

{
  "mcpServers": {
    "kleio": {
      "command": "npx",
      "args": ["kleio-mcp-server"],
      "env": {
        "KLEIO_API_KEY": "YOUR_KLEIO_API_KEY"
      }
    }
  }
}

Option B: Shopify Direct

If you don't use Kleio or Triple Whale, connect directly to Shopify:

  1. In Shopify Admin, go to Settings → Apps and sales channels → Develop apps
  2. Create a new app called "StoreBrief"
  3. Under API access, grant these permissions:
    • read_products, write_products
    • read_orders
    • read_inventory, write_inventory
    • read_customers
    • read_analytics
    • read_price_rules, write_price_rules
    • read_discounts, write_discounts
  4. Install the app and copy the Admin API access token
  5. Create a .env file in your storebrief folder:
SHOPIFY_STORE_URL=your-store.myshopify.com
SHOPIFY_ACCESS_TOKEN=shpat_xxxxxxxxxxxxx

See Connect Your Shopify Store for the full walkthrough with screenshots.

Option C: Triple Whale

If you already use Triple Whale:

  1. Get your API key from Triple Whale account settings
  2. Add to your .env file:
TRIPLE_WHALE_API_KEY=your_api_key_here

Step 6: Launch StoreBrief

Open your terminal, navigate to your storebrief folder, and start Claude Code:

cd storebrief
claude

Claude will automatically read your CLAUDE.md, load SOUL.md and SKILL.md, and connect to any configured MCP servers.

Step 7: Run your first daily brief

Type this in Claude Code:

Run my daily brief

First time only: StoreBrief will ask you for some context about your store (revenue range, team size, ad spend, etc.). This is a one-time setup - it saves this context for future briefs.

After providing context, you'll get a daily operator brief that looks like this:

STORE PERFORMANCE - Feb 28, 2026

Revenue: $4,847   | 7d avg: $5,120 | -5.3% ↓
Orders:  62       | 7d avg: 65     | -4.6% ↓
AOV:     $78.18   | 7d avg: $78.77 | -0.7% →
Sessions: 1,240   | 7d avg: 1,180  | +5.1% ↑
Conv Rate: 5.0%   | 7d avg: 5.5%   | -0.5pp ↓

⚠ WATCH: Sessions up, conversion down.
→ Check top landing pages - something may be underperforming.

What to try next

Once your daily brief is running, try these:

  • "Why is AOV down?" - triggers the AOV diagnostic tree
  • "What's my MER?" - checks marketing efficiency ratio against benchmarks
  • "Run a Klaviyo health check" - if Klaviyo is connected
  • "Create a product draft for [product name]" - draft-first product creation
  • "Check my inventory risk" - flags products at 14-day and 7-day velocity thresholds

Troubleshooting

"Claude doesn't seem to know about StoreBrief" Make sure your CLAUDE.md file references SOUL.md and SKILL.md. Claude Code reads this file automatically when you launch it in the project directory.

"MCP connection failed" Run claude mcp list to see configured servers. Make sure your API key is correct and the server is enabled.

"No data returned" Check that your Shopify access token has the correct permissions. The most common issue is missing the read_analytics scope.

"Command not found: claude" Make sure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code. You may need to restart your terminal after installation.

Next

Setup StoreBrief with OpenClaw

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