Set Up Files
AI agents are configured with plain Markdown files. Each has a fixed name, a fixed location, and a specific job — AGENTS.md carries the rules, SOUL.md the persona, TOOLS.md what the machine can do. Below are all 50 file types across Open Claw and Hermes Agent: what each is for, and where the runtime looks for it. Looking for real files to copy? Browse the .md Directory.
Open Claw set up files
All Open Claw filesOpenClaw normally keeps these files in its workspace, usually ~/.openclaw/workspace/.
Core Agent Identity
Environment & Tools
- TOOLS.md
Notes about local tools, machines, aliases, device names, and conventions.
~/.openclaw/workspace/TOOLS.md - ENVIRONMENT.md
The machine and environment the agent runs on — OS, paths, installed software, and constraints.
~/.openclaw/workspace/ENVIRONMENT.md - DEVICES.md
Devices the agent can see or control — names, addresses, and what each one is for.
~/.openclaw/workspace/DEVICES.md - COMMANDS.md
Frequently used commands and how to run them correctly.
~/.openclaw/workspace/COMMANDS.md - ALIASES.md
Shorthand names and abbreviations the agent should recognize and expand.
~/.openclaw/workspace/ALIASES.md
Memory System
- MEMORY.md
Curated long-term memory.
~/.openclaw/workspace/MEMORY.md - MEMORY_RULES.md
Rules for what to remember, what to forget, and how memory files are maintained.
~/.openclaw/workspace/MEMORY_RULES.md - MEMORY_INDEX.md
An index of the memory files so the agent can find the right one fast.
~/.openclaw/workspace/MEMORY_INDEX.md - memory/YYYY-MM-DD.md
Detailed daily memory files, one per day.
~/.openclaw/workspace/memory/YYYY-MM-DD.md - memory/YYYY-MM-DD-<slug>.md
Named daily or per-session memory variants.
~/.openclaw/workspace/memory/YYYY-MM-DD-<slug>.md
Operations
- HEARTBEAT.md
Checklist or instructions for periodic heartbeat runs.
~/.openclaw/workspace/HEARTBEAT.md - BOOT.mdoptional
Optional checklist run after a gateway restart when the relevant hooks are enabled.
~/.openclaw/workspace/BOOT.md - BOOTSTRAP.mdoptional
One-time first-run setup ritual; normally removed after setup completes.
~/.openclaw/workspace/BOOTSTRAP.md - SHUTDOWN.mdoptional
Checklist the agent runs through before shutting down or going offline.
~/.openclaw/workspace/SHUTDOWN.md - MAINTENANCE.mdoptional
Recurring maintenance routines — cleanups, log rotation, and periodic health checks.
~/.openclaw/workspace/MAINTENANCE.md
Skills & Capabilities
- SKILL.md
The entry file for each OpenClaw skill. OpenClaw searches several skill locations, including workspace, personal, managed, and bundled skill directories.
<skill-directory>/SKILL.md - SKILLS.md
An overview of the skills the agent has installed and when to reach for each one.
~/.openclaw/workspace/SKILLS.md - CAPABILITIES.md
What the agent can and cannot do — its powers, limits, and escalation points.
~/.openclaw/workspace/CAPABILITIES.md
Behavior & Policies
- RULES.md
Hard rules the agent must never break, stated plainly and kept short.
~/.openclaw/workspace/RULES.md - GUIDELINES.md
Softer behavioral guidance — defaults and judgment calls rather than hard rules.
~/.openclaw/workspace/GUIDELINES.md - SAFETY.md
Safety boundaries: destructive actions, spending limits, and when to stop and ask.
~/.openclaw/workspace/SAFETY.md - PRIVACY.md
How the agent handles personal data — what stays private and what may be shared.
~/.openclaw/workspace/PRIVACY.md - COMMUNICATION.md
How, when, and where the agent communicates — channels, tone, and notification rules.
~/.openclaw/workspace/COMMUNICATION.md
Projects & Workflows
- PROJECTS.md
Active projects, their goals, and current status at a glance.
~/.openclaw/workspace/PROJECTS.md - TODO.md
The running task list the agent works from and keeps updated.
~/.openclaw/workspace/TODO.md - ROADMAP.md
Longer-term plans and milestones beyond the immediate task list.
~/.openclaw/workspace/ROADMAP.md - WORKFLOWS.md
Repeatable multi-step workflows the agent can run end to end.
~/.openclaw/workspace/WORKFLOWS.md - PROCEDURES.md
Step-by-step procedures for recurring situations, written to be followed exactly.
~/.openclaw/workspace/PROCEDURES.md
Knowledge & Reference
- KNOWLEDGE.md
A curated knowledge base of facts the agent should treat as ground truth.
~/.openclaw/workspace/KNOWLEDGE.md - REFERENCES.md
Links, documents, and other reference material the agent may need to consult.
~/.openclaw/workspace/REFERENCES.md - GLOSSARY.md
Definitions of project-specific terms, names, and jargon.
~/.openclaw/workspace/GLOSSARY.md - FAQ.md
Answers to questions the agent gets asked (or asks) repeatedly.
~/.openclaw/workspace/FAQ.md
Optional Personality / Fun
- DREAMS.mdoptional
Optional human-readable dreaming and memory-review diary.
~/.openclaw/workspace/DREAMS.md - STORIES.mdoptional
Stories and lore the agent has collected or written along the way.
~/.openclaw/workspace/STORIES.md - FAVORITES.mdoptional
The agent's favorites — things it likes, saved for personality and continuity.
~/.openclaw/workspace/FAVORITES.md
Hermes Agent set up files
All Hermes Agent filesHermes loads its global files from ~/.hermes/ and project instructions from the repository root, checking .hermes.md → HERMES.md → AGENTS.md → CLAUDE.md and using the first match.
Core Agent Identity
- SOUL.md
The agent's global identity, personality, tone, and communication style — loaded separately from project instructions.
~/.hermes/SOUL.md - USER.md
The user's preferences, communication style, and profile. Loaded at session start.
~/.hermes/memories/USER.md - IDENTITY.mdoptional
The agent's name, presentation, and self-description, kept apart from behavioral instructions.
~/.hermes/IDENTITY.md - AGENTS.md
Project-specific instructions. Nested AGENTS.md files can be discovered as Hermes enters subdirectories.
<project-root>/AGENTS.md
Hermes Configuration & Instructions
- .hermes.md
Project-specific instructions. First in the priority order Hermes checks.
<project-root>/.hermes.md - HERMES.md
Project-specific instructions, used when no .hermes.md is present.
<project-root>/HERMES.md - CLAUDE.md
Project-specific instructions, used as the last fallback in the priority order.
<project-root>/CLAUDE.md - INSTRUCTIONS.mdoptional
Standalone operating instructions referenced from the main instruction file when it grows too large.
<project-root>/INSTRUCTIONS.md - RULES.mdoptional
Hard rules and constraints the agent must follow, kept short and unambiguous.
<project-root>/RULES.md
Skills & Capabilities
Hermes also recognizes .cursorrules and .cursor/rules/*.mdc, although those do not use the .md extension.
Common questions
- What is an AGENTS.md file?
- AGENTS.md holds the operating instructions and rules for an AI agent — what it should do, how it should behave, and what it must not do. Open Claw reads it from its workspace directory, normally ~/.openclaw/workspace/AGENTS.md.
- What is the difference between AGENTS.md and SOUL.md?
- AGENTS.md carries operating rules and instructions. SOUL.md carries persona, tone and boundaries — who the agent is rather than what it does. Keeping them separate lets you change an agent’s personality without rewriting its rules.
- Where do agent set up files live?
- Open Claw: OpenClaw normally keeps these files in its workspace, usually ~/.openclaw/workspace/. Hermes Agent: Hermes loads its global files from ~/.hermes/ and project instructions from the repository root, checking .hermes.md → HERMES.md → AGENTS.md → CLAUDE.md and using the first match.
- Do I need every set up file?
- No. Most runtimes work with only an instructions file. The rest are progressive — add TOOLS.md when the agent needs to know about your machine, MEMORY.md when it needs to persist context, and so on.

