MCPInstall

autoresearch-genealogy

Structured prompts, vault templates, and autonomous research workflows for AI-assisted genealogy using Claude Code.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/reason-machines/trending-skills --skill autoresearch-genealogy
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads autoresearch-genealogy automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

autoresearch-genealogy

Skill by ara.so — Daily 2026 Skills collection.

A structured system of autoresearch prompts, Obsidian vault templates, archive guides, and methodology references for AI-assisted genealogy research. Built for Claude Code's autonomous research loops, adaptable to any AI tool or manual workflow.


What This Project Does

  • Provides 12 Claude Code /autoresearch prompts that autonomously search the web, update your vault, and self-verify results
  • Supplies a complete 19-file Obsidian vault starter kit with YAML frontmatter and markdown templates
  • Includes 24 country/region-specific archive guides (Europe, Americas, Oceania, Jewish genealogy)
  • Offers 9 methodology reference documents covering confidence tiers, DNA guardrails, naming conventions, and source hierarchy
  • Defines 7 step-by-step workflows for OCR pipelines, oral history, discrepancy resolution, and phase planning

Installation

# Clone the repository
git clone https://github.com/mattprusak/autoresearch-genealogy.git
cd autoresearch-genealogy

# Copy vault template into your Obsidian vault
cp -r vault-template/ ~/path/to/your/ObsidianVault/genealogy/

# Or copy to any markdown editor folder
cp -r vault-template/ ~/Documents/my-genealogy/

No package manager or build step required — this is a pure markdown/prompt project.


Project Structure

autoresearch-genealogy/
├── prompts/              # 12 autoresearch prompt files for Claude Code
├── vault-template/       # 19-file Obsidian vault starter kit
│   ├── Family_Tree.md
│   ├── Research_Log.md
│   ├── Open_Questions.md
│   ├── templates/        # Person, certificate, postcard, region, etc.
│   └── ...
├── archives/             # 24 country/region research guides
├── reference/            # 9 methodology documents
├── workflows/            # 7 step-by-step process guides
└── examples/             # 6 anonymized worked examples

Quick Start Workflow

Step 1: Seed your family tree

Open vault-template/Family_Tree.md and fill in what you already know, starting with yourself and working backward:

---
title: Family Tree
last_updated: 2026-03-19
generations_documented: 3
lines_active: 2
---

# Family Tree

## Generation 1 (Self)
- **Name**: Jane Smith (b. 1985, Chicago, IL)

## Generation 2 (Parents)
- **Father**: John Smith (b. 1955, Detroit, MI)
- **Mother**: Mary O'Brien (b. 1958, Boston, MA)

## Generation 3 (Grandparents)
- **Paternal Grandfather**: Robert Smith (b. ~1920, unknown)
- **Paternal Grandmother**: Helen Kowalski (b. ~1925, Poland?)

Step 2: Scan physical documents

Photograph or scan certificates, letters, postcards. Use the OCR workflow:

See: workflows/ocr-pipeline.md

Step 3: Run autoresearch prompts in Claude Code

/autoresearch prompts/01-tree-expansion.md

Step 4: Audit and verify

/autoresearch prompts/02-cross-reference-audit.md

Autoresearch Prompts — Reference

Each prompt in prompts/ follows this structure:

## Goal
[What this iteration should accomplish]

## Metric
[Measurable success condition — e.g., "increase sourced person files from N to N+10"]

## Direction
[Step-by-step instructions for the AI]

## Verify
[Cross-check to run after each iteration]

## Guard Rails
[What NOT to do — prevent hallucination, preserve source rigor]

## Iterations
[How many loops to run before stopping for human review]

## Protocol
[Output format, file naming, YAML fields to populate]

All 12 Prompts

FilePurpose
01-tree-expansion.mdPush every branch back using web research
02-cross-reference-audit.mdFind and fix discrepancies between tree and sources
03-findagrave-sweep.mdLocate Find a Grave memorials for deceased ancestors
04-gedcom-completeness.mdSync GEDCOM file with vault data
05-source-citation-audit.mdVerify every person has ≥2 independent sources
06-unresolved-persons.mdIdentify and resolve unnamed people in documents
07-timeline-gap-analysis.mdFind life events where records should exist but don't
08-open-question-resolution.mdSystematically attack every open research question
09-bygdebok-extraction.mdExtract data from digitized local history books
10-colonial-records-search.mdSearch pre-1800 colonial American records
11-immigration-search.mdLocate passenger manifests and naturalization records
12-dna-chromosome-analysis.mdAnalyze per-chromosome ancestry data

Running a prompt in Claude Code

# In Claude Code terminal or chat:
/autoresearch prompts/08-open-question-resolution.md

# With a specific vault path context:
/autoresearch prompts/03-findagrave-sweep.md --context vault-template/Family_Tree.md

Vault Template Files

Person file template (vault-template/templates/person.md)

---
full_name: ""
birth_date: ""
birth_place: ""
death_date: ""
death_place: ""
father: ""
mother: ""
spouse: ""
children: []
confidence: "Moderate Signal"  # Strong Signal | Moderate Signal | Speculative
sources: []
open_questions: []
last_updated: ""
---

# [Full Name]

## Life Events

| Event | Date | Place | Source |
|-------|------|-------|--------|
| Birth | | | |
| Marriage | | | |
| Death | | | |

## Sources

1. [Source 1 — type, repository, date accessed]
2. [Source 2 — type, repository, date accessed]

## Open Questions

- [ ] Question 1
- [ ] Question 2

## Notes

[Narrative summary, naming variant notes, contextual history]

Certificate transcription template (vault-template/templates/certificate.md)

---
document_type: ""        # birth | death | marriage | baptism
document_date: ""
repository: ""
file_reference: ""
transcribed_by: ""
transcription_date: ""
confidence: ""
---

# Certificate: [Type] — [Name] — [Year]

## Transcription

[Verbatim transcription of the document]

## Key Data Extracted

- **Subject**: 
- **Date**: 
- **Place**: 
- **Witnesses/Informants**: 
- **Officiant**: 

## Discrepancies

[Note any conflicts with other sources]

## Image

![[filename.jpg]]

Research log entry pattern (vault-template/Research_Log.md)

## 2026-03-19 — Tree Expansion Session

**Prompt run**: 01-tree-expansion.md  
**Iterations**: 5  
**Metric start**: 42 sourced person files  
**Metric end**: 51 sourced person files  

### Searches Performed
- FamilySearch: "Kowalski Poznan 1880–1920" — 3 results, 2 useful
- Ancestry: "Smith Michigan census 1920" — found Robert Smith (b. 1919)
- FindAGrave: "Helen Kowalski Detroit" — memorial #12345678

### Negative Results (Important)
- No passenger manifest found for Stanislaw Kowalski, searched 1890–1910
- No church records found for O'Brien line in Cork pre-1850

### New Open Questions
- [ ] Was Robert Smith born in Michigan or Ohio? 1920 census says MI, 1930 says OH.

Confidence Tier System

From reference/confidence-tiers.md:

Strong Signal    — Two or more independent primary sources agree
Moderate Signal  — One primary source, or two secondary sources agree
Speculative      — Logical inference, DNA suggestion, or single secondary source

Apply confidence in every person file YAML:

---
confidence: "Moderate Signal"
---

Archive Guides — Key Countries

Each guide in archives/ covers:

  • Where to find records (free vs paid)
  • What AI tools can access directly vs what requires browser
  • Record types available by era
archives/
├── ireland.md
├── england-wales.md
├── scotland.md
├── norway.md
├── sweden.md
├── poland.md
├── germany.md
├── italy.md
├── france.md
├── spain-portugal.md
├── netherlands.md
├── austria.md
├── hungary.md
├── russia-ukraine.md
├── usa-colonial.md
├── usa-immigration.md
├── usa-census.md
├── usa-vital-records.md
├── african-american.md
├── canada.md
├── mexico-latin-america.md
├── australia-new-zealand.md
├── jewish-genealogy.md
└── ...

Example usage in a prompt:

# In prompts/09-bygdebok-extraction.md
## Direction
Consult archives/norway.md for Digitalarkivet access patterns.
Search Bygdebok collections for the Rogaland region, 1750–1900.

Common Patterns

Pattern 1: New ancestor intake

When a new ancestor is found during research:

1. Create person file from vault-template/templates/person.md
2. Set confidence based on source count
3. Add to Family_Tree.md under correct generation
4. Log the discovery in Research_Log.md
5. Add unresolved questions to Open_Questions.md
6. Run 02-cross-reference-audit.md to check for conflicts

Pattern 2: Resolving a date discrepancy

# Open_Questions.md entry
## Q-042: Robert Smith birth state conflict
- 1920 census: born Michigan
- 1930 census: born Ohio
- Status: Unresolved
- Next step: Run 07-timeline-gap-analysis.md targeting Robert Smith

Then in Claude Code:

/autoresearch prompts/07-timeline-gap-analysis.md
# Focus: Robert Smith, b. ~1919, discrepancy Q-042

Pattern 3: DNA-to-genealogy mapping

# In vault-template/Genetic_Profile.md
---
test_company: AncestryDNA
test_date: 2024-11-01
ethnicity_summary:
  - region: Eastern Europe
    percentage: 38
  - region: Ireland/Scotland
    percentage: 31
---

# Then run:
/autoresearch prompts/12-dna-chromosome-analysis.md

Pattern 4: Immigration research loop

# Run immigration search prompt
/autoresearch prompts/11-immigration-search.md

# Prompt will:
# 1. Pull all foreign-born ancestors from Family_Tree.md
# 2. Search passenger manifests (Ellis Island, Ancestry, FamilySearch)
# 3. Search naturalization records (NARA, Ancestry)
# 4. Update person files with ship name, arrival date, port
# 5. Log negative results for each unresolved ancestor

Reference Documents

FileContents
reference/confidence-tiers.mdStrong / Moderate / Speculative definitions
reference/source-hierarchy.mdPrimary vs secondary vs derivative sources
reference/dna-guardrails.mdWhat DNA can and cannot prove; centimorgan thresholds
reference/naming-conventions.mdPatronymics, farm names, Polish przydomki
reference/gedcom-guide.mdGEDCOM field reference and export instructions
reference/common-pitfalls.mdAI hallucination patterns in genealogy, date traps
reference/glossary.mdRecord type definitions, Latin terms, abbreviations
reference/ai-capabilities.mdWhat AI can access directly vs what requires human
reference/case-for-autoresearch.mdMethodology rationale

Troubleshooting

AI is inventing sources

Set guard rails explicitly in your prompt session:

## Guard Rails (add to any prompt)
- Do NOT fabricate census record URLs or Ancestry record IDs
- If a source cannot be directly linked, mark as "reported" not "confirmed"
- All new claims require a real URL or repository reference
- When uncertain, add to Open_Questions.md — do not guess

Vault files getting out of sync with GEDCOM

Run the completeness audit:

/autoresearch prompts/04-gedcom-completeness.md

This compares every person in your GEDCOM against vault person files and flags mismatches.

Name variants causing duplicate person files

Check reference/naming-conventions.md for your family's relevant region. Common traps:

  • Norwegian farm name changes (Haugen → Bakke on emigration)
  • Polish name Latinization in church records (Stanisław → Stanislaus)
  • Irish anglicization (Ó Briain → O'Brien → Bryan)
  • Spelling variation in census records ("Sakkarias" vs "Zacharias" — both valid)

Add aliases to person file YAML:

---
full_name: "Stanisław Kowalski"
name_variants:
  - "Stanislaus Kowalski"
  - "Stanley Kowalski"
  - "S. Kowalski"
---

Autoresearch loop running too long

Each prompt has an ## Iterations field. Set it explicitly:

## Iterations
Run 3 iterations maximum, then stop and output a summary for human review.

OCR producing poor results on old documents

See workflows/ocr-pipeline.md. General guidance:

  1. Photograph at 600 DPI minimum
  2. Use even, diffuse lighting — no flash
  3. Pre-process with a contrast adjustment before running OCR
  4. Use vault-template/templates/transcription.md to record both the OCR output and your manual corrections side by side

Contributing

To add a new archive guide or prompt:

  1. Follow the existing file structure and YAML frontmatter patterns
  2. Use placeholder names in all examples (no real family data)
  3. Open a PR with a brief description of what region or record type you've added

License: MIT

FAQ

What does the autoresearch-genealogy skill do?

Structured prompts, vault templates, and autonomous research workflows for AI-assisted genealogy using Claude Code.

How do I install autoresearch-genealogy?

Run npx skills add https://github.com/reason-machines/trending-skills --skill autoresearch-genealogy in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/autoresearch-genealogy/ (personal) or .claude/skills/autoresearch-genealogy/ (project).

Which AI agents can use autoresearch-genealogy?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is autoresearch-genealogy safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains autoresearch-genealogy?

It is published by reason-machines in reason-machines/trending-skills. It has 1,326 recorded installs.

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