@wirecat/cli-memo 0.131.69 → 0.131.71

package/skills/cli-memo/topics/mcp.md

@@ -11,3 +11,12 @@ respect the owner's existing authorization before acting. `mcp.authority` defaul
 changes. `MEMO_READ_ONLY=1` marks writing commands unavailable and refuses calls. `--permission key=level` can only tighten saved levels.
 Find command arguments before calling them. Through `memo_read`, open a cited note with `notes show`
 (`note: ref`) or a message/email with `messages show` (`message: ref`, `full: true` for whole attachment text).
+
+`MEMO_GROUP_LOCK=<group>` pins the server to one account group, and it fails closed. Only these run: `context`, `show`,
+`messages show`, `search all|messages|mail|notes|people`, `groups list`, `tags add|remove`, the `deals`, `leads`,
+`organizations`, `pipelines list|show`, `memories`, `facts`, `actions`, `review` and `tasks` commands,
+`projects list|add|context|status|key-documents`, `people list|add`, `notes list|show`,
+`relationships list|add|roles list`. Everything else is
+`permission_error`. Your memories, facts and the owner's notes and tasks show in every group; a reference, a bare id of
+one, another group, `--source all` or an account outside the group is `permission_error`. Do not read around it; say
+which group you were given when a question needs more.

package/skills/cli-memo/topics/money.md

@@ -27,7 +27,14 @@ Deals and leads: `memo deals list status:open`, `memo leads list`, `memo deals s
 close them and make pipelines yourself (`memo deals add <title> <stage> [amount] [currency] --reason ...`,
 `memo leads add <title>`, `memo deals move deal:<id> <stage>`, `memo deals close deal:<id> won|lost`); they are
 written at once, no review. Name a pipeline by `pipeline:<id>` when two share a name. `memo pipelines show <pipeline>`
-gives the counts and conversion per stage.
+gives the counts and conversion per stage. To change a CRM copy on its server, run the CLI in its `writes_with`
+(`tool` and `profile`); when `profile` is `null`, ask the owner which of `profiles` to use, never pick one.
+
+Base stages are the owner's own columns for deals and for leads; every other stage maps onto one
+(`memo stages show deal`, `memo stages list confirmed:false`). Move the owner's own deal to a base stage with
+`memo deals move deal:<id> stage:<id>`. On `stage.choice-required`, ask the owner which of `candidates` and move to
+its `stage:<id>`. On `stage.unmapped`, tell the owner which stage to map. Your `memo stages set` is a suggestion for
+the owner. Editing the base stages and `memo stages confirm` are the owner's own.
 
 Products, contracts, subscriptions, wallets and transactions: `memo products list`, `memo contracts show contract:<id>`
 (the last day to give notice), `memo subscriptions show subscription:<id>` (every price it had),
@@ -37,3 +44,9 @@ what the bank says moved and a payment is the settlement: they meet only through
 An agent's contract with a value, subscription, price and transaction wait for the owner in `memo review`.
 `memo show <ref>` and each `show` list where an imported entry came from under `sources`: the source records mapped to
 it, and those that name it (a quote `quoted-for` a deal).
+One deal whole: `memo deals context deal:<id> --brief` (people with roles and standing, client, project, money
+totals, counts); without `--brief` the detailed form. Its messages, mail and meetings are `proposed`: they share
+people with the deal, nothing links them. A stage named Won is not a payment: money is what invoices and payments
+say. A client's whole picture: `memo organizations context organization:<id>`; clients only:
+`memo organizations list category:client`. A deal or a person on it copied from a CRM is `reported`: say so when only
+the CRM says it. Set the project of a deal with `memo deals update deal:<id> --project <key>`.

package/skills/cli-memo/topics/projects.md

@@ -1,6 +1,7 @@
 # memo — Projects: context, status, evidence, chat links and annotations
 
-**Start work on a project with `memo projects context <key>`.** Its key documents come first:
+**Start work on a project with `memo projects context <key>`.** Its client is `memo organizations context
+<organization>`, a deal on it `memo deals context deal:<id> --brief`. Its key documents come first:
 read them before anything else. Mark one with
 `memo projects key-documents add <key> <reference> --reason '<why>'`.
 Then ask where it stands with `memo projects status <key>`, and read only the chats its `next` names.

package/skills/cli-memo/topics/search.md

@@ -8,10 +8,18 @@ Use `--json=ref,excerpt` for compact search hits. Dotted paths select nested obj
 pagination, coverage, next steps, missing data and execution metadata remain. Start with a bounded
 `--limit` and expand when coverage requires it. Projection reduces output, not the work scanned.
 
-**Honor account scope.** A read names accounts with `--source`: `telegram:1`, `email:work`, a provider,
-a kind or `group:<name>`. A write names the one account it acts as with `--account telegram:1`.
-Reuse the owner's selected account; if memo refuses an ambiguous selection and lists candidates, ask
-which one. Cross-account reads state their coverage in `meta.accounts`.
+**Honor account scope.** A read names accounts with `--source`: `telegram:1`, `email:work`, a provider, a kind or
+`group:<name>`. A write names the one account it acts as with `--account telegram:1`. Reuse the owner's selected
+account; if memo refuses an ambiguous selection and lists candidates, ask which one. Cross-account reads state their
+coverage in `meta.accounts`. A group word first (`memo <group> search all …`) reads only that group's accounts;
+`all` is every account; bare `--source personal` is the owner's own messenger accounts, not a group.
+
+**A client, a person or a deal.** Resolve one ref: `memo search people <name>`, `memo organizations list`,
+`memo deals list`. Read its context: `memo context person:<id>`, `memo organizations context <ref>`,
+`memo deals context <ref> --brief`. Follow only the relationships the question needs
+(`memo relationships list kind:reports-to to:<ref>`), then search for evidence with `memo search all '<words>'`.
+Cite the refs and name each gap in `coverage`. `reported` is a CRM's word only: say so. Never guess a gap.
+`memo groups list` shows which accounts each group holds.
 
 **`content:` narrows a search to the text of files, `filename:` to their names.** Whether a plain word
 also reads file text and voice transcripts depends on the version. Compare like with like:

package/dist/bundle/auto-IKZIROGF.js

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package/dist/bundle/failure-NRZUB77S.js

@@ -1,65 +0,0 @@
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-import {
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@@ -1,61 +0,0 @@
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package/dist/bundle/server-YQLPZK4Z.js

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