Install the Companion

Claude Code

Claude Code (recommended)

Run the Companion as a Claude Code plugin you invoke with slash commands.

Prerequisites

• Claude Code installed. claude --version works in your terminal.
• git installed.

Install

# 1. Clone the Companion repo somewhere you keep tools
mkdir -p ~/Tools && cd ~/Tools
git clone https://github.com/grcengineering/companion.git

# 2. Create the Claude Code plugins directory and symlink the adapter
mkdir -p ~/.claude/plugins
ln -s ~/Tools/companion/dist/adapters/claude-code/companion ~/.claude/plugins/companion

# 3. Restart Claude Code so it picks up the new plugin

Verify

In any Claude Code session, type /companion:retro.

Companion should respond by asking what real work you want to learn from. If the slash command is not recognised, run ls ~/.claude/plugins/companion/ and confirm you see brain, skills, knowledge, profile, commands.

Cursor

Cursor

Drop a .cursor/rules/ file into any workspace where you want the Companion available.

Prerequisites

• Cursor installed.
• git installed.

Install

# 1. Clone the Companion repo if you have not already
mkdir -p ~/Tools && cd ~/Tools
git clone https://github.com/grcengineering/companion.git

# 2. Inside the workspace you want to use the Companion in:
cd /path/to/your-workspace
mkdir -p .cursor/rules
cp ~/Tools/companion/dist/adapters/cursor/.cursor/rules/companion.mdc .cursor/rules/companion.mdc

Verify

1. Open the workspace in Cursor.
2. Open Cursor Composer. On macOS, use Cmd+I.
3. Ask: "Apply the GRC Companion rule and ask me what I want to learn from."
4. The Companion persona should respond. If it does not, confirm the file exists at .cursor/rules/companion.mdc.

Codex

Codex

Point a Codex session at the Companion bundle directory.

Prerequisites

• Codex CLI installed and authenticated.
• git installed.

Install

mkdir -p ~/Tools && cd ~/Tools
git clone https://github.com/grcengineering/companion.git

# Start a Codex session inside the adapter bundle
cd ~/Tools/companion/dist/adapters/codex
codex

Verify

Ask in the Codex session: "Read AGENTS.md and tell me which skill you would use if I just finished a vendor review questionnaire and want to learn from it."

ChatGPT

ChatGPT

Use the Companion as a Custom GPT or ChatGPT Project.

Prerequisites

• ChatGPT account with Custom GPTs or Projects access.
• The Companion repo downloaded or cloned locally.

Install

1. Download the repo from https://github.com/grcengineering/companion/archive/refs/heads/main.zip and unzip it.
2. Create a Custom GPT or ChatGPT Project named "GRC Companion".
3. Copy dist/adapters/chatgpt/companion-instructions.md into the instructions field.
4. Upload dist/adapters/chatgpt/knowledge/, profile/, and demos/ as project knowledge.

Verify

Ask: "What real GRC work can we learn from today?" The Companion should ask a targeted question and reference the corpus.

Claude Projects

Claude Projects (no terminal needed)

Upload the Companion bundle to a Claude Project and use it in the browser.

Prerequisites

• Claude.ai account with Projects access.

Install

1. Go to Claude.ai and create a new Project. Name it "GRC Companion".
2. Download the Companion repo as a zip from https://github.com/grcengineering/companion/archive/refs/heads/main.zip and unzip locally.
3. From the unzipped folder, open dist/adapters/claude-projects/companion-instructions.md. Copy its contents into the Project's custom instructions field.
4. Upload dist/adapters/claude-projects/knowledge/, profile/, and demos/ to the Project knowledge base.

Verify

Start a new chat in the Project. Ask: "What real GRC work can we learn from today?"

Gemini Gems

Gemini Gems

Use a Gem with three bundled knowledge files.

Prerequisites

• Gemini access with Gems enabled.
• The Companion repo downloaded or cloned locally.

Install

1. Open Gemini and create a new Gem named "GRC Companion".
2. Paste dist/adapters/gemini-gems/gem-instructions.md into the Gem instructions field.
3. Upload knowledge/corpus.md.
4. Upload knowledge/learner-profile.md and knowledge/demos.md.
5. Save the Gem.

Verify

Ask: "What real GRC work can we learn from today?"

Claude Cowork

Claude Cowork

Connect Cowork to the Companion bundle as institutional knowledge plus instructions.

Prerequisites

• Claude Cowork desktop app access.
• The Companion repo downloaded or cloned locally.

Install

1. Open the Claude Cowork desktop app.
2. Configure a new plugin or workspace pointing at dist/adapters/claude-cowork/.
3. Paste cowork-instructions.md into the plugin configuration.
4. Save the configuration.

Verify

Ask: "What real GRC work can we learn from today?"

Notion

Notion Custom Agent

Use the Companion as a Notion Custom Agent with a Notion knowledge database.

Prerequisites

• Notion workspace with Custom Agents access.
• The Companion repo downloaded or cloned locally.

Install

1. Open Notion.
2. Navigate to AI, then Custom Agents.
3. Create a new agent named "GRC Companion".
4. Paste dist/adapters/notion/notion-agent-instructions.md into the agent instructions.
5. Create a knowledge database using the schema in notion-knowledge-database.md.
6. Import cards from knowledge/index.json using import-script.md.

Verify

Ask the agent in Notion to "use my last policy update page as material to learn from".

Microsoft 365 Copilot

Microsoft 365 Copilot

Use the Companion as a Microsoft 365 Copilot declarative agent.

Prerequisites

• Microsoft 365 Copilot access.
• Agent Builder or Microsoft 365 Agents Toolkit in VS Code.
• A SharePoint site or OneDrive folder the agent can read.

Install

1. Open Microsoft 365 Copilot in your browser or Teams.
2. Open Agent Builder from the Copilot menu, or open Microsoft 365 Agents Toolkit in VS Code.
3. Upload declarative-agent.json from dist/adapters/microsoft-365-copilot/.
4. Upload the knowledge/ folder to a SharePoint site or OneDrive folder the agent is allowed to read.
5. Publish to the Microsoft 365 Copilot channel. Admins can pin to user groups through Microsoft 365 Admin Center.

Verify

In Copilot, type @ The GRC Companion and ask "What real GRC work can we learn from today?"