@yugabytedb/meko-mcp 2.0.0 → 2.2.0

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Files changed (65) hide show
  1. package/README.md +183 -33
  2. package/assets/hooks-handlers/codex-session-end.sh +13 -0
  3. package/assets/hooks-handlers/cursor-session-start.sh +19 -1
  4. package/assets/hooks-handlers/lib/capture-notices.js +321 -0
  5. package/assets/hooks-handlers/lib/capture-state.js +2079 -0
  6. package/assets/hooks-handlers/lib/capture-status-cli.js +82 -0
  7. package/assets/hooks-handlers/lib/capture.js +1653 -225
  8. package/assets/hooks-handlers/lib/checkpoint-timer.js +455 -50
  9. package/assets/hooks-handlers/lib/kiro-handler.js +738 -0
  10. package/assets/hooks-handlers/lib/terminal-handoff.js +418 -0
  11. package/assets/hooks-handlers/session-end.sh +3 -24
  12. package/assets/hooks-handlers/session-start.sh +8 -1
  13. package/assets/hooks-handlers/test_checkpoint_timer.sh +162 -0
  14. package/assets/scripts/meko-statusline.sh +41 -1
  15. package/assets/scripts/package-desktop-skill.sh +32 -1
  16. package/assets/skills/meko-mcp-tools/SKILL.md +90 -137
  17. package/assets/skills/meko-mcp-tools/references/_sections.md +3 -5
  18. package/assets/skills/meko-mcp-tools/references/tools-agent-id-conventions.md +31 -28
  19. package/assets/skills/meko-mcp-tools/references/tools-conversation-dedup.md +5 -7
  20. package/assets/skills/meko-mcp-tools/references/tools-conversation-reasoning.md +50 -0
  21. package/assets/skills/meko-mcp-tools/references/tools-cookbook.md +69 -49
  22. package/assets/skills/meko-mcp-tools/references/tools-datapack-workflow.md +6 -6
  23. package/assets/skills/meko-mcp-tools/references/tools-known-limitations.md +29 -5
  24. package/assets/skills/meko-mcp-tools/references/tools-memory-vs-conversation.md +29 -92
  25. package/assets/skills/meko-mcp-tools/references/tools-overview.md +42 -40
  26. package/assets/skills/meko-mcp-tools/references/tools-rag-workflow.md +1 -2
  27. package/assets/skills/meko-mcp-tools/references/tools-troubleshooting.md +18 -11
  28. package/assets/skills/meko-mcp-tools/references/tools-user-id-conventions.md +10 -9
  29. package/assets/skills/meko-mcp-tools-desktop/SKILL.md +51 -44
  30. package/assets/skills/meko-mcp-tools-desktop/desktop/README.md +6 -6
  31. package/assets/skills/meko-mcp-tools-desktop/references/_sections.md +2 -2
  32. package/assets/skills/meko-mcp-tools-desktop/references/tools-agent-id-conventions.md +34 -25
  33. package/assets/skills/meko-mcp-tools-desktop/references/tools-conversation-reasoning.md +50 -0
  34. package/assets/skills/meko-mcp-tools-desktop/references/tools-cookbook.md +63 -37
  35. package/assets/skills/meko-mcp-tools-desktop/references/tools-known-limitations.md +4 -4
  36. package/assets/skills/meko-mcp-tools-desktop/references/tools-memory-vs-conversation.md +19 -22
  37. package/assets/skills/meko-mcp-tools-desktop/references/tools-overview.md +42 -40
  38. package/assets/skills/meko-mcp-tools-desktop/references/tools-rag-workflow.md +1 -2
  39. package/assets/skills/meko-mcp-tools-desktop/references/tools-troubleshooting.md +3 -17
  40. package/assets/skills/meko-select-datapack-desktop/SKILL.md +31 -21
  41. package/assets/skills/meko-select-datapack-desktop/references/cookbook.md +8 -8
  42. package/assets/skills/meko-select-datapack-desktop/references/role-display-future.md +41 -0
  43. package/assets/skills/meko-select-datapack-desktop/references/troubleshooting.md +1 -1
  44. package/bin/create-meko-setup.mjs +93 -16
  45. package/lib/capture-status.mjs +67 -0
  46. package/lib/clients/aliases.mjs +5 -0
  47. package/lib/clients/claude-code.mjs +8 -4
  48. package/lib/clients/claude-desktop.mjs +133 -4
  49. package/lib/clients/codex.mjs +29 -11
  50. package/lib/clients/common.mjs +2 -0
  51. package/lib/clients/cursor.mjs +7 -2
  52. package/lib/clients/index.mjs +2 -0
  53. package/lib/clients/kiro.mjs +705 -0
  54. package/lib/config.mjs +90 -0
  55. package/lib/detect.mjs +7 -2
  56. package/lib/installer.mjs +1 -0
  57. package/lib/migrate/adapters/codex.mjs +490 -0
  58. package/lib/migrate/id.mjs +28 -3
  59. package/lib/migrate/orchestrator.mjs +34 -7
  60. package/lib/migrate.mjs +4 -2
  61. package/lib/prompt.mjs +17 -2
  62. package/lib/url-selection.mjs +55 -0
  63. package/package.json +4 -4
  64. package/assets/skills/meko-mcp-tools/references/tools-scope-permissions.md +0 -71
  65. package/assets/skills/meko-mcp-tools-desktop/references/tools-scope-permissions.md +0 -71
@@ -6,8 +6,9 @@
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  set -euo pipefail
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  SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
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- SKILLS_ROOT="$SCRIPT_DIR/../skills"
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+ SKILLS_ROOT="${MEKO_DESKTOP_SKILLS_ROOT:-$SCRIPT_DIR/../skills}"
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  SKILL_NAMES=("meko-mcp-tools-desktop" "meko-select-datapack-desktop")
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+ XML_TAG_PATTERN='</?[[:alpha:]_:][[:alnum:]_.:-]*([[:blank:]][^<>]*)?[[:blank:]]*/?>'
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  for SKILL_NAME in "${SKILL_NAMES[@]}"; do
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  if [ ! -d "$SKILLS_ROOT/$SKILL_NAME" ]; then
@@ -19,6 +20,36 @@ for SKILL_NAME in "${SKILL_NAMES[@]}"; do
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  echo "Error: SKILL.md not found in $SKILLS_ROOT/$SKILL_NAME/" >&2
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  exit 1
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  fi
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+
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+ if ! grep -q '^description:[[:space:]]*' "$SKILLS_ROOT/$SKILL_NAME/SKILL.md"; then
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+ echo "Error: SKILL.md description is missing: $SKILL_NAME" >&2
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+ exit 1
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+ fi
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+
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+ DESCRIPTION="$(awk '
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+ /^description:[[:space:]]*/ {
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+ in_description = 1
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+ value = $0
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+ sub(/^description:[[:space:]]*/, "", value)
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+ if (value !~ /^[>|][+-]?$/) printf "%s ", value
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+ next
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+ }
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+ in_description && /^[^[:space:]]/ { exit }
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+ in_description {
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+ sub(/^[[:space:]]+/, "")
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+ printf "%s ", $0
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+ }
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+ ' "$SKILLS_ROOT/$SKILL_NAME/SKILL.md")"
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+
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+ if [[ -z "${DESCRIPTION//[[:space:]]/}" ]]; then
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+ echo "Error: SKILL.md description is empty: $SKILL_NAME" >&2
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+ exit 1
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+ fi
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+
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+ if printf '%s\n' "$DESCRIPTION" | grep -Eq "$XML_TAG_PATTERN"; then
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+ echo "Error: SKILL.md description cannot contain XML-like tags: $SKILL_NAME" >&2
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+ exit 1
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+ fi
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  done
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  for SKILL_NAME in "${SKILL_NAMES[@]}"; do
@@ -4,180 +4,123 @@ description: Behavioral guide for AI agents using Meko MCP tools. Triggers when
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  license: MIT
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5
  metadata:
6
6
  author: Meko
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- version: "3.0.0"
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+ version: "3.1.0"
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8
  tags: mcp, tools, datapack, memory, conversation, rag, meko
9
9
  ---
10
10
 
11
11
  # Meko MCP Tools — Agent Behavioral Guide
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12
 
13
- Meko is agent-native data infrastructure that enables continuous learning from context windows through collective memory and shared knowledge. This skill teaches you how to use Meko's 22 MCP tools.
13
+ Meko is agent-native data infrastructure that enables continuous learning from context windows through collective memory and shared knowledge. This skill teaches you how to use Meko's 23 MCP tools available in production.
14
14
 
15
15
  **Read this first.** On Claude Code, conversation capture is automatic (SessionStart / PreCompact / SessionEnd hooks) and the Meko server extracts durable memories from the captured turns on its own. Facts the user states in conversation are saved for you — you do **not** proactively call `memory_add` for them. Your active jobs are: **recall** what's already known (`memory_search`, `knowledgebase_search`), and the **few** save cases automatic extraction cannot reach. Details below.
16
16
 
17
- ## What Meko enables
17
+ ## Non-negotiable operating contracts
18
18
 
19
- Meko turns your volatile context window into persistent, shareable knowledge:
19
+ Apply these rules before the longer guidance below. They are service-contract safeguards, not suggestions.
20
20
 
21
- - **Personal memory** — Store who the user is, their preferences, role, and working style. Private to you (scoped per-user and per-agent). Survives across sessions.
22
- - **Team-shared knowledge** — When the user promotes important memories from the Cloud UI's Learnings tab (or uploads documents via **Add Knowledge**), the content becomes visible to every member of the datapack. Queryable via `knowledgebase_search`.
23
- - **Conversation history** — Preserve full dialog exchanges with reasoning traces for audit, replay, and learning transfer.
24
- - **Decision traces** — Capture how and why decisions were made, enabling debugging and continuous improvement.
21
+ ### 1. Distinguish failure from an empty search
25
22
 
26
- ## When to use this skill
23
+ Inspect the response envelope before its contents:
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24
 
28
- - You are calling tools on a Meko MCP server
29
- - You need to decide what to store, where, and how (personal memory vs. team-shared knowledge)
30
- - You want to search the team's shared knowledge base (`knowledgebase_search`)
31
- - You are managing datapacks
32
- - You want to understand scope/permission requirements, `agent_id` conventions, or `datapack_id` routing
25
+ 1. If `error` or an error-shaped `detail` is present, the search **failed** and its findings are **unknown**. Say exactly that. Never say "nothing was found," "no results," or "the store is empty."
26
+ 2. Do not retry quota (`free_tier_limit_reached`) or permission errors. Report the error and stop. Retry only documented transient failures, with a bounded backoff.
27
+ 3. Only a successful response with an explicit empty `results` array proves a legitimate empty search.
33
28
 
34
- ## `agent_id` — multi-agent identity
29
+ ### 2. Treat `memory_get_all` as a recent window, never an export
35
30
 
36
- `agent_id` identifies which agent wrote a memory or conversation. It is **not a constant**. On Cloud Meko today, different agents (Claude Code, Cursor, Claude Desktop — and different projects within each) each use their own `agent_id`, and the Cloud UI renders the value as a badge on every row.
31
+ `memory_get_all` returns roughly 20 recent rows plus a `total`; it is not a listing tool. Inspect the row count against `total`, and never state or imply you have listed everything — the only trustworthy count is `total`. Calling it more than once does not add up to a complete export: a second call with `promoted=true` (or any other variant) is just another recent window, not the remaining rows, so two calls are still not a full listing. Do not invent `limit`, `offset`, `page`, or `page_size` arguments—the tool rejects pagination. Use targeted `memory_search` or `memory_get_by_id` for older or exact content. If the user needs a complete export, report that MCP currently has no complete enumeration path.
37
32
 
38
- **Three buckets:**
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+ ### 3. Separate retrieval breadth from reader context
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34
 
40
- - **Project bucket** — `<client>:<repo-basename>`, e.g. `claude_code:meko-mcp-server`. The default for almost every memory in a coding session. The hook derives it from the cwd and injects it via SessionStart `additionalContext`.
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- - **Common bucket** — `meko_agent`. The cross-project bucket for facts any agent should see regardless of project (user identity, global preferences). Empty / missing `agent_id` lands here automatically; you can also pass it explicitly.
42
- - **Loose name** — non-coding clients (Claude Desktop, generic MCP) use a stable client name like `claude_desktop`. Not relevant in this skill (Claude Code is a coding agent).
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+ Retrieve up to about 25 candidates for recall, preserve relevance order, and pass at most the top 10 useful evidence items to final reasoning. Never paste all 25–30 results into the reader by default. Raise the reader window only after measuring misses outside the top 10. When dated claims conflict, resolve recency only among claims about the same entity and field; do not sort the whole result set by date.
43
36
 
44
- ```
45
- agent_id = "claude_code:meko-mcp-server" # this session's project bucket
46
- agent_id = "meko_agent" # cross-project facts
47
- ```
37
+ If no candidate supports an answer, abstain: say the retrieved evidence does not cover it. Never fill the slot with a guess, and when the task offers fixed options, choose the one that *means* "not enough information" rather than defaulting to any particular option.
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38
 
49
- The SessionStart hook injects the project-bucket value into the first-turn `additionalContext`. Use that value verbatim for project-scoped Meko MCP calls in this session; do not re-derive it. Use `meko_agent` explicitly when you want a write or read to span projects.
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+ ### 4. Verify writes and enforce real isolation
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+
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+ - A success-shaped write response is not proof. Read back memories and conversations. For artifacts, compute SHA-256 locally, require the matching `content_hash`, then read back important bytes. A missing hash means the upload is unconfirmed.
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+ - `agent_id` attributes writes; it is not an access boundary. Put projects, tenants, or security domains that must not co-discover content in separate datapacks.
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+
44
+ ## `agent_id` — multi-agent identity
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+
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+ Use the SessionStart-injected `agent_id` verbatim. It normally has shape `<client>:<repo-basename>`. Use `meko_agent` only for deliberately cross-project writes; empty write IDs also route there.
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51
48
  **Read scoping varies by tool:**
52
- - `memory_search` / `memory_get_all` / `conversation_list` / `conversation_get` — scoped to `(datapack_id, user_id, agent_id)`. Each agent_id is its own bucket; pass the exact value you want to read from. Empty/whitespace gets rewritten to `meko_agent` server-side, so it returns common-bucket rows only — **not** a cross-agent fan-out.
53
- - `knowledgebase_search` — scoped to `(datapack_id)` only. `agent_id` on the request is **ignored**; you see the team's shared knowledge regardless of what you pass. Includes uploaded documents and memories that the user promoted via the UI's "Promote to Knowledge" flow.
49
+ - `memory_search` / `memory_get_all` — scoped to `(datapack_id, user_id)`; `agent_id` does not filter results. Do not fan out reads by agent.
50
+ - `conversation_get` — agent-owned: pass the exact `agent_id` that created the conversation; any other value returns `agent_id_mismatch`.
51
+ - `conversation_list` — user/datapack scoped; `agent_id` is trace attribution only.
52
+ - `knowledgebase_search` — datapack scoped; `agent_id` is ignored.
54
53
 
55
- See `tools-agent-id-conventions.md` for the full model, including how promotion works and how to phrase broad-query responses to the user.
54
+ See `tools-agent-id-conventions.md` for the full model, including how promotion works and how to phrase broad-query responses to the user. Legacy IDs remain readable through the same personal-memory read.
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55
 
57
- Some pre-existing rows in real datapacks use the older `agent_id="agent"` constant or other ad-hoc shapes (`claude_code`, `cursor:<slug>`). They remain readable — query them with `agent_id="agent"` explicitly. New writes should follow the schema above.
56
+ ## Use Meko for durable memory, not as a replacement for project files
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57
 
59
- ## Critical: Use Meko, not local storage
58
+ Use Meko for durable facts that must survive sessions, be found by meaning, or be shared across agents. Keep source code, exact artifacts, canonical specifications, and whole documents in their normal file or artifact stores; use exact lookup when identity is known. Do not create an ad-hoc local "agent memory" file as a substitute for Meko.
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59
 
61
- **Meko is the memory store — never write memories to local files, markdown notes, or any file-based memory system.** Meko's memory is persistent across all agents, sessions, and team members; local files are not. On Claude Code, memory reaches Meko two ways, and neither is a local file:
60
+ On Claude Code, memory reaches Meko two ways:
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61
 
63
62
  - **Automatic capture + extraction** (the dominant path) — the hooks capture this session's turns and the server extracts memories from them. Facts the user states are stored without any tool call from you.
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63
  - **Explicit `memory_add`** (the narrow path) — only for the cases extraction can't reach (see "When to call memory_add" below).
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64
 
66
- To recall, call `memory_search` on the MCP server, NOT read local files. If a Meko read/write call fails, you may fall back to local storage and tell the user — but Meko is always the first choice.
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+ For meaning-based recall, call `memory_search`. For an exact known filename, key, hash, or complete document, use the corresponding direct file or artifact lookup. If a Meko call fails, report the failure; do not silently replace durable shared memory with a private local note.
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67
  ## When spawning subagents
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- Subagents (dispatched via the `Agent` / `Task` tool) do **not** receive the SessionStart `additionalContext` block. If they touch Meko, they either invoke tools with a nil-UUID `conversation_id` (orphaned from the parent's trace) or guess an `agent_id` / fabricate a `conversation_id` (split namespace, broken trace). A 2026-04-30 probe found 5 orphan memories written by a general-purpose subagent.
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-
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- ### Rule (parent's responsibility)
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-
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- **Every spawn prompt MUST prepend an inherited-context block** with the parent's actual `agent_id` and `conversation_id`:
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+ Subagents do not receive SessionStart context. Every spawn prompt must include:
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76
71
  ```
77
72
  Meko context (inherited from parent session):
78
73
  - agent_id: "<parent's agent_id, verbatim>"
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74
  - conversation_id: "<parent's conversation_id>"
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- - Use these for all Meko MCP calls. Consult the meko-mcp-tools skill first for anything novel; do not re-derive these values.
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+ - Use these verbatim for all Meko MCP calls.
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76
  ```
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77
 
83
- Both values come from the SessionStart `additionalContext` that was injected into your first turn. Pass them through verbatim — the `agent_id` is not a fixed constant; it reflects the client + project the parent is running in.
84
-
85
- **Default: inject unconditionally.** The skill-listing heuristic (subagent seeing `meko-agent-skills:meko-mcp-tools` in its available skills) is unreliable, and injecting a 4-line block costs nothing. Don't try to predict whether the subagent will touch Meko — inject always.
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-
87
- ### What the subagent does with it
78
+ Reuse the inherited conversation unless the parent or user explicitly requests a fresh scope. Always reuse the inherited agent ID.
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79
 
89
- The subagent treats the block as authoritative. Apply this hierarchy in order:
90
-
91
- 1. **Default: reuse the inherited `conversation_id`.** The parent decides scope. Do NOT re-derive these values. Do NOT create a fresh conversation on a "feels separate" judgment — a separate-feeling task is not an explicit signal.
92
- 2. **Exception: create a new conversation only when the spawn prompt (or user) explicitly says so.** An explicit signal means the parent's prompt says something like "use a fresh conversation" or "start your own conversation scope," or the user directly asks for one. Absent that signal, reuse.
93
-
94
- Whichever path applies, always use the inherited `agent_id` as-is — do not replace it, slugify it, or fall back to a constant.
95
-
96
- If the inherited block is **absent**, the subagent MUST NOT guess — see the self-diagnosis subsection below.
97
-
98
- ### You may be a subagent — self-diagnosis
99
-
100
- **Tell-tale signs:**
101
- - You did NOT receive a SessionStart `additionalContext` block naming a Meko `conversation_id`.
102
- - You see `meko-agent-skills:meko-mcp-tools` in your available skills but no watermark / inherited-context reference in your initial prompt.
103
- - Your spawn prompt mentions you were "spawned" / "dispatched" / "launched" by a parent, or mentions a `Task` / `Agent` tool.
104
-
105
- **What to do:**
106
- - Look for a `Meko context (inherited from parent session):` block in the spawn prompt. If present, use those values verbatim for every Meko MCP call.
107
- - If absent, **refuse to invoke Meko write tools** and respond to the parent with a clarification request: ask for the parent's `agent_id` and `conversation_id`. The parent can re-dispatch with the block prepended.
108
-
109
- **What NOT to do:**
110
- - Do NOT fall back to the nil UUID (`"00000000-0000-0000-0000-000000000000"`) for `conversation_id` — that's an orphan-write pattern.
111
- - Do NOT invent an `agent_id`. The right value is whatever the parent is using (typically `claude_code:<repo-basename>`); don't assume `"agent"`, `"claude-code"`, `"meko_agent"`, or a different basename. Ask.
112
- - Do NOT silently create your own conversation to "just get moving" — ask the parent.
113
-
114
- Subagents cannot auto-discover the parent's watermark today: Claude Code does not expose a `CLAUDE_PARENT_SESSION_ID` env var or any equivalent marker file to subagent processes (see the spike note in `skills/hooks-handlers/lib/capture.js`). Prompt injection is the only enforcement mechanism.
80
+ **You may be the subagent.** If no SessionStart context named a `conversation_id`, assume you are one and look for the block above in your prompt. If it is absent, do not guess, invent IDs, use the nil UUID, or write — ask the parent for both values.
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116
82
  ## Core principle: capture is automatic — recall, don't re-store
117
83
 
118
- Meko is your long-term memory, but on Claude Code you do **not** build it by hand. The hooks capture every turn of this session and the server extracts durable memories from them automatically. **A fact the user states in conversation — name, role, preferences, org conventions, corrections, casual asides — is already saved. Calling `memory_add` for it just duplicates what extraction stored.** (Verified empirically: the server extracts conversationally-stated facts verbatim, including multi-fact turns and precise multi-clause facts.)
119
-
120
- So your Meko reflexes are:
84
+ On Claude Code, hooks capture user turns and the server extracts durable memories. Do not duplicate facts the user states with `memory_add`.
121
85
 
122
- 1. **Recall first.** When the user asks what's known, or before you act on something they may have an opinion about, search — don't assume.
123
- 2. **Save only what capture can't reach** (the three narrow cases below).
124
- 3. **Never** re-store a fact the user just said. **Never** write memories to local files.
86
+ Recall first; save only what capture cannot reach; never re-store a just-stated fact.
125
87
 
126
88
  ### When the user shares information
127
89
 
128
90
  | Signal in conversation | What to do |
129
91
  |---|---|
130
92
  | User states a fact about themselves, their team, tools, or preferences | **Nothing — automatic capture + extraction stores it.** Just answer. |
131
- | User corrects your behavior or negates a prior fact ("actually, we use Nomad now") | The new fact is captured automatically, but extraction is **additive** — it does not remove the old one. If a stale, contradicted memory must not survive, `memory_search` for it and `memory_update` / `memory_delete_by_id`. |
93
+ | User corrects a prior fact | Capture adds the correction but may retain the old fact; find and update/delete the stale memory when it must not survive. |
132
94
  | User explicitly says "remember this" / "save this to memory" | `memory_add` (verbatim). This is the clearest explicit-save case. |
133
- | A durable fact appears only in YOUR output or a tool result, never in the user's words | `memory_add`. Extraction reads only the **user** turn, so facts you derive or a tool surfaces are never captured otherwise. |
134
- | User asks "what do you know about X?" | Three-call sweep: `memory_search(agent_id=<yours>)` → `memory_search(agent_id="meko_agent")` → `knowledgebase_search`. |
95
+ | A durable fact appears only in assistant output or a tool result | `memory_add`; automatic extraction reads the user turn. |
96
+ | User asks "what do you know about X?" | Search both production retrieval surfaces: `memory_search` for personal context, then `knowledgebase_search` for shared datapack knowledge when relevant. |
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97
  | User asks "what do we (as a team) know about X?" or about uploaded documents | `knowledgebase_search` (returns uploaded docs + promoted memories). |
98
+ | User asks to share private memories | Follow the exact-ID `memory_promote` confirmation workflow below. |
136
99
  | User provides structured/tabular data (CSV, data dictionary) | Not natively supported via MCP. Point the user at the UI's Add Knowledge upload; do not `memory_add` row-by-row. |
137
100
  | User wants to add documents to the team's knowledge base | Point them at the Cloud UI flow — Datapack → Actions → **Add Knowledge** (PDF/TXT/MD/JSON/MP4, 5MB each, 10/batch). MCP ingestion tools are not available on Cloud. |
138
101
 
139
- ### When to call memory_add (the whole list)
140
-
141
- Automatic capture handles the rest, so explicit `memory_add` is reserved for exactly three cases:
142
-
143
- 1. **Explicit request** — the user says "remember this" / "save this."
144
- 2. **Output-only / tool-derived fact** — a durable fact that lives only in the assistant's output or a tool result, never in a user turn (extraction only sees the user turn).
145
- 3. **Overwriting correction** — a prior fact was negated and the stale memory must not survive (extraction is additive; pair `memory_add`/`memory_update` with a `memory_delete_by_id` of the old one).
102
+ ### When to call memory_add
146
103
 
147
- When you do call it, store the fact verbatim in the user's own words; do not summarize.
104
+ Use it only for an explicit save request, an output/tool-derived durable fact, or a correction whose stale predecessor must be replaced. Store one focused fact verbatim; for corrections, update/delete the stale record.
148
105
 
149
106
  ## Automatic conversation capture
150
107
 
151
- The Meko plugin automatically captures conversations via three mechanisms that coordinate through a shared watermark file:
152
-
153
- 1. **Background checkpoint timer** — runs every 10 minutes, captures new exchanges without interrupting the agent
154
- 2. **PreCompact hook** — fires before context compaction, captures everything before compaction discards context
155
- 3. **SessionEnd hook** — fires at session end, captures remaining exchanges
156
-
157
- All three are handled automatically. **Do NOT set up CronCreate for conversation capture** — it interrupts running tool calls and causes disruptive retry cycles.
108
+ Background, PreCompact, and SessionEnd hooks capture the conversation automatically. Do not create a separate capture cron.
158
109
 
159
110
  ### What to do at session start
160
111
 
161
- The SessionStart hook has already done the setup for you:
162
-
163
- 1. **Created a Meko conversation** — `conversation_id` is injected into `additionalContext` on the first turn. Use that value for all subsequent MCP tool calls that accept `conversation_id`.
164
- 2. **Echoed the session's `agent_id`** — also injected into `additionalContext`. Use the injected value verbatim for project-scoped Meko tool calls. It's a per-session value derived from the cwd (shape: `claude_code:<repo-basename>`), not a constant. For genuinely cross-project facts, write/read with `agent_id="meko_agent"` (the common bucket) instead.
165
- 3. **Preloaded recent memories** — `additionalContext` may include a `### Memories from prior sessions` block. Inspect it before acting so you don't re-ask questions the user has already answered.
166
-
167
- If `additionalContext` is absent or empty (hook failed, MCP unavailable), ask the user for their `agent_id` — do not invent one. See `tools-agent-id-conventions.md`.
112
+ Use the injected `conversation_id` and `agent_id` verbatim and inspect any preloaded memories. If injection is absent, do not invent values; ask for the missing identity or create a conversation only when the applicable workflow permits it.
168
113
 
169
114
  ### Before potentially destructive actions
170
115
 
171
- Before any action that deletes, overwrites, or restructures user content — `Write` overwriting an existing file, large `Edit` deletions, `rm` / `rm -rf`, `git reset --hard`, destructive SQL (`DROP`, `TRUNCATE`, `DELETE` without `WHERE`) — run a `memory_search` for relevant feedback:
116
+ When Meko is available and the user may have stored relevant preferences, search for them before deleting, overwriting, or restructuring user content:
172
117
 
173
118
  ```
174
- memory_search(scope="read", query="destructive <action type> preferences feedback",
119
+ memory_search(query="destructive <action type> preferences feedback",
175
120
  agent_id=<your agent_id>, conversation_id=<session_conversation_id>)
176
121
  ```
177
122
 
178
- Also consider a second call with `agent_id="meko_agent"` to surface common-bucket feedback — preferences the user (or any other agent) wrote under the cross-project bucket. And a `knowledgebase_search` for team-wide guidance if the action is one the team has promoted policy on.
179
-
180
- If a relevant feedback memory exists (e.g., "always ask before deleting content"), confirm with the user before proceeding. If the search is empty, proceed, but treat the action as irreversible and prefer a dry-run / preview when one is available.
123
+ A single search covers all of this user's agents. Memory is supplemental evidence, not authorization: a relevant preference can require more caution, but an empty search never authorizes destruction. Follow host approval rules and prefer previews.
181
124
 
182
125
  ### Capture rules
183
126
 
@@ -195,47 +138,70 @@ In the examples below, `<your-agent-id>` means the value the SessionStart hook i
195
138
  ### memory_add — correct call pattern
196
139
 
197
140
  Only for the three narrow cases in "When to call memory_add" above — not for facts the user stated in conversation (those are captured automatically). The example below is an explicit "remember this" save:
141
+
198
142
  ```
199
- memory_add(scope="write",
143
+ memory_add(
200
144
  text="Remember: deploy scripts must be run from the repo root, never a subdir",
201
145
  agent_id="<your-agent-id>",
202
146
  conversation_id="<session_conversation_id>")
203
147
  ```
204
- Required parameters: `scope`, `text`, `conversation_id`. On **writes**, `conversation_id` must be a real UUID (from `conversation_create` or the SessionStart hook) — writes attached to a nil/empty conversation are orphaned in Langfuse traces. NEVER pass `"current"` or other non-UUID values. `agent_id` is technically optional — empty/missing routes the write into the `meko_agent` common bucket — but for project-scoped facts pass the SessionStart-injected value verbatim.
148
+
149
+ Required parameters: `text`, `conversation_id`. On **writes**, `conversation_id` must be a real UUID (from `conversation_create` or the SessionStart hook) — writes attached to a nil/empty conversation are orphaned in Langfuse traces. NEVER pass `"current"` or other non-UUID values. `agent_id` is technically optional — empty/missing routes the write into the `meko_agent` common bucket — but for project-scoped facts pass the SessionStart-injected value verbatim.
150
+
151
+ **Write one coherent fact per memory**, with the identifiers a later search will use — never a transcript or multi-topic dump; focused memories retrieve better and read far faster.
205
152
 
206
153
  ### memory_search — correct call pattern
154
+
207
155
  ```
208
- memory_search(scope="read",
156
+ memory_search(
209
157
  query="user role",
210
158
  agent_id="<your-agent-id>",
211
159
  conversation_id="<session_conversation_id>")
212
160
  ```
213
- Required parameters: `scope`, `query`, `agent_id`, `conversation_id`. On **`memory_search`** specifically, `conversation_id` is used only for Langfuse trace nesting — it does NOT filter results. Pass the session's UUID so the search span appears under the active conversation in Observe; passing `""` is accepted and means "don't nest under any trace." For conversation-scoped filtering use the separate `run_id` parameter.
214
161
 
215
- For cross-project common-bucket search (facts written under `agent_id="meko_agent"`, including everything you wrote with empty/missing agent_id), pass it explicitly:
216
- ```
217
- memory_search(scope="read", query="user role",
218
- agent_id="meko_agent", conversation_id="<session_conversation_id>")
219
- ```
162
+ Required parameters: `query`, `agent_id`, `conversation_id`. On **`memory_search`** specifically, `conversation_id` is used only for Langfuse trace nesting — it does NOT filter results. Pass the session's UUID so the search span appears under the active conversation in Observe; passing `""` is accepted and means "don't nest under any trace."
220
163
 
221
- Empty string also resolves to `meko_agent` server-side, but be explicit so it's obvious from the call you mean the common bucket. To search results across multiple specific projects (e.g. also see what was written from `claude_code:other-repo`), call `memory_search` once per agent_id — there's no single-call fan-out.
164
+ `agent_id` does not filter what `memory_search` returns — one call covers every agent's rows for this user, including the `meko_agent` bucket (see Read scoping above).
165
+
166
+ Evidence going into reasoning follows operating contract 3 (retrieve ≤ ~25, pass ≤ ~10).
167
+
168
+ ### memory_get_all — recent-window pattern
169
+
170
+ Follow operating contract 2: a ~20-row recent window plus an honest `total` — no pagination, no completeness claims. Use targeted `memory_search` or `memory_get_by_id` instead.
222
171
 
223
172
  ### knowledgebase_search — correct call pattern
173
+
224
174
  ```
225
- knowledgebase_search(scope="read",
175
+ knowledgebase_search(
226
176
  query="...",
227
177
  agent_id="<anything — ignored>",
228
178
  conversation_id="<session_conversation_id>",
229
179
  datapack_id="<datapack UUID>",
230
180
  limit=10)
231
181
  ```
232
- Required parameters: `scope`, `query`, `agent_id`, `conversation_id`, `datapack_id`. `datapack_id` has no default here. `agent_id` is ignored for filtering — results are the team's shared knowledge on the datapack regardless of what you pass.
182
+
183
+ Required parameters: `query`, `agent_id`, `conversation_id`, `datapack_id`. `datapack_id` has no default here. `agent_id` is ignored for filtering — results are the team's shared knowledge on the datapack regardless of what you pass.
184
+
185
+ For recalling working memories — especially recently-changed facts — prefer `memory_search`; the knowledge base is the team's publish/archive surface.
186
+
187
+ ### memory_promote — explicit confirmation required
188
+
189
+ `memory_promote` is destructive and non-idempotent: it makes selected content visible to the datapack, moves the memories into shared knowledge, and evicts the private records. There is no MCP rollback.
190
+
191
+ 1. Use `memory_search` or `memory_get_all` to obtain exact memory UUIDs from the `id` field. Never pass any other identifier.
192
+ 2. Present each exact candidate memory and its UUID to the user.
193
+ 3. State that promotion is one-way, team-visible, and removes the private records.
194
+ 4. Obtain explicit confirmation for those exact candidates before calling `memory_promote`.
195
+ 5. Call it with the active `conversation_id`, exact `memory_ids`, intended `agent_id`, and intended `datapack_id`. If a legacy deployment exposes `scope`, use the minimum `write` scope; do not escalate to `admin`.
196
+ 6. Only datapack owners and maintainers may promote. If a viewer/contributor receives 403, or any authentication/permission error occurs, report it and stop. Do not retry with a broader scope, another datapack, or altered identity.
197
+ 7. After success, optionally verify visibility with `knowledgebase_search`. Do not claim rollback is possible.
198
+
199
+ The Cloud UI's Learnings tab remains an alternative user-driven path.
233
200
 
234
201
  ### Critical parameter rules
235
202
 
236
203
  - **agent_id**: Per-session value, injected via `additionalContext` by the SessionStart hook. Shape: `<client>:<repo-basename>`. Pass verbatim on project-scoped writes and reads. Pass `"meko_agent"` for the cross-project common bucket (or empty/omit — server rewrites empty to `meko_agent`). Ignored on `knowledgebase_search`. See `tools-agent-id-conventions.md`.
237
- - **conversation_id**: Behavior varies by tool. On write tools (`memory_add`, `conversation_add_message`) pass a real UUID from `conversation_create` or the SessionStart hook — a nil/empty value orphans the Langfuse trace. On `memory_search` it's used only for trace nesting (not for filtering), and empty-string is accepted; on `memory_get_all` and most read tools, still pass the session UUID when you have one. Never pass `"current"` or other non-UUID junk — only a real UUID or an intentionally empty string where the tool allows it.
238
- - **scope**: Only `"read"`, `"write"`, or `"admin"`. Nothing else. Use the minimum the code actually requires (the per-tool cookbook shows it).
204
+ - **conversation_id**: the conversation's ID *is* its trace ID, so every call carrying it becomes a span under that conversation in the Observe hub. On write tools (`memory_add`, `conversation_add_message`) pass a real UUID from `conversation_create` or the SessionStart hook — a nil/empty value orphans the trace. On `memory_search` it only nests the trace (it does not filter), and empty-string is accepted; on `memory_get_all` and most read tools, still pass the session UUID when you have one. Never pass `"current"` or other non-UUID junk.
239
205
  - **When in doubt about optional parameters, omit them.** The server has sensible defaults.
240
206
 
241
207
  ### Verify after writing
@@ -244,6 +210,7 @@ Never confirm a successful save to the user without first validating via a read-
244
210
 
245
211
  - **After `memory_add`**: call `memory_search` with a distinctive token from the stored text (a name, UUID, rare phrase — not a common word). Assert the new memory appears in the results. Only then tell the user it was saved.
246
212
  - **After `conversation_add_message`**: call `conversation_get(include_messages=true)` with the returned `conversation_id`. Assert `message_count` > 0 and that the new message is in the returned list.
213
+ - **After `artifact_put`**: operating contract 4 — the locally-computed SHA-256 must match the returned `content_hash` (a rate-limited or errored put carries **none**); read back important artifacts via `artifact_get` and compare bytes.
247
214
  - **On verification failure**: tell the user the save did not succeed — do **not** claim it did. Include the verification-failure detail (empty search, missing message, HTTP error) so they can act — wrong datapack, scope mismatch, expired API key are the common causes.
248
215
 
249
216
  ### First-run connection test
@@ -254,7 +221,6 @@ On the first Meko tool call in a fresh session (no prior Meko tool call since pr
254
221
 
255
222
  **Canary memory shape.** This is the spec; keep the fields stable so support can grep for them.
256
223
 
257
- - `scope`: `"write"`
258
224
  - `agent_id`: the session's `agent_id` (from `additionalContext`); not a constant
259
225
  - `conversation_id`: the session's `conversation_id` (from `additionalContext`). If the hook failed and you truly have no conversation_id, call `conversation_create` first and use the returned id — do not use a nil UUID, it orphans the canary trace.
260
226
  - `text`: `"Meko connection test: <client> @ <installer-version> — <ISO timestamp>. Safe to delete."`
@@ -266,33 +232,20 @@ On the first Meko tool call in a fresh session (no prior Meko tool call since pr
266
232
 
267
233
  **Reporting.** This is user-visible — the whole point is to give the user concrete proof. On success: `"Meko connection OK (canary round-trip succeeded)"`. On failure, name the failing step and include the raw error: `"Meko canary failed at memory_add: <error>. Likely causes: wrong datapack, expired API key, server unreachable."`
268
234
 
269
- ## Key concepts
235
+ ## Budgeting calls
270
236
 
271
- 1. **22 tools in 5 groups**: Memory (8), Conversation (6), Knowledge Base (1 — `knowledgebase_search`), Datapack (5), Artifacts (2 — `artifact_put`, `artifact_get`). KB ingestion is UI-only (Datapack → Actions → Add Knowledge); raw SQL is not exposed. See `tools-overview.md`.
272
- 2. **Scope hierarchy**: `read < write < admin` — every tool validates scope at entry. Only three valid values: `"read"`, `"write"`, `"admin"`. Using anything else (e.g., `"all"`) will fail. Tool docstrings sometimes say `"Pass 'admin'"` but the code only requires `"read"` or `"write"` — use the minimum the code actually enforces.
273
- 3. **datapack_id routing**: DB, RAG, and memory tools accept optional `datapack_id` (default datapack if omitted). `knowledgebase_search` is the exception: `datapack_id` is **required** there.
274
- 4. **agent_id is multi-agent**: Each client+project uses its own `agent_id` (shape `<client>:<repo-basename>`). Writes are scoped to `(datapack_id, user_id, agent_id)`. Personal reads (`memory_search`, `memory_get_all`) filter strictly on this tuple. Empty/missing `agent_id` lands in the `meko_agent` common bucket — use it explicitly for cross-project facts. `knowledgebase_search` ignores `agent_id` entirely and returns the team-shared knowledge on the datapack. See `tools-agent-id-conventions.md`.
275
- 5. **Personal memory vs. team-shared knowledge**: Un-promoted memories (`mem0_collection`) are scoped per-user and per-agent — only you see them. The user can promote important memories to Shared Knowledge via the Cloud UI's Learnings tab, which makes them visible to every team member on the datapack (user_id filter stripped). `knowledgebase_search` is the MCP read path for both Shared Knowledge and uploaded documents. See `tools-memory-vs-conversation.md`.
276
- 6. **conversation_id IS the Langfuse trace ID**: every MCP tool call inside a conversation becomes a span under that trace. Observable in the Meko UI's Observe hub (`/observe-hub?project=<langfuse_pid>&session=<conversation_id>`) or directly from a datapack's Conversations tab via the **Open in Observe** button. See `tools-memory-vs-conversation.md`.
277
- 7. **Adding documents or growing a knowledge base is UI-only on Cloud today**: users upload files via Datapack → Actions → **Add Knowledge** (PDF/TXT/MD/JSON/MP4, 5MB each). The MCP ingestion tools are not available on Cloud. See `tools-rag-workflow.md`.
278
- 8. **Conversation dedup**: `conversation_add_message` supports seed-based deterministic trace IDs to prevent duplicates.
279
- 9. **Memory latencies are not cheap**: observed on prod 2026-05-07 — `memory_add` 12-21s/call (calls OpenAI), `memory_search` 2-6s/call. Budget accordingly.
280
- 10. **Known limitations**: see `tools-known-limitations.md` before attempting write operations on tools that appear in the catalog but aren't available on Cloud.
281
- 11. **Error recovery**: Connection errors are common with memory tools — see `tools-troubleshooting.md` for retry strategies and fallbacks.
237
+ `memory_add` takes ~10s for a one-line fact and ~20-30s for document-sized text; `memory_search` ~2-6s. Sustained bulk ingest throttles to roughly per-call latency — run large ingests as background jobs. `memory_search`, `knowledgebase_search`, and `memory_add` also draw from **lifetime per-user quotas** on Free/Standard tiers, so budget latency *and* call count. `datapack_id` is optional on most tools (default datapack) but **required** on `knowledgebase_search`. See `tools-known-limitations.md`.
282
238
 
283
239
  ## Reference sections
284
240
 
285
241
  | File | What it covers |
286
242
  |------|---------------|
287
- | `tools-overview.md` | Complete catalog of all 22 tools with decision tree |
243
+ | `tools-overview.md` | Complete catalog of all 23 tools available in production, with decision tree |
288
244
  | `tools-cookbook.md` | Per-tool examples with correct parameters, responses, and error cases |
289
245
  | `tools-memory-vs-conversation.md` | When to use memory tools vs conversation tools |
290
246
  | `tools-datapack-workflow.md` | Datapack lifecycle and datapack_id routing |
291
247
  | `tools-rag-workflow.md` | End-to-end RAG pipeline flow |
292
- | `tools-write-guardrails.md` | Blocked SQL patterns and configurable limits |
293
- | `tools-scope-permissions.md` | read/write/admin permission hierarchy |
294
248
  | `tools-agent-id-conventions.md` | Naming rules and constraints for agent_id |
295
249
  | `tools-conversation-dedup.md` | Seed-based trace deduplication |
296
- | `tools-db-query-patterns.md` | Read-only vs write query execution patterns |
297
250
  | `tools-troubleshooting.md` | Error recovery, retry strategies, stuck pipeline diagnosis |
298
- | `tools-known-limitations.md` | Broken tools, missing capabilities, permission gaps |
251
+ | `tools-known-limitations.md` | Lifetime quotas, the `memory_get_all` window, `run_id` scoping, missing capabilities |
@@ -6,17 +6,15 @@ description: Maps reference files to their topics for the meko-mcp-tools skill
6
6
  # Reference Sections
7
7
 
8
8
  ## Tool Selection & Catalog
9
- - [tools-overview.md](tools-overview.md) — Complete catalog of all 22 tools with a decision tree
9
+ - [tools-overview.md](tools-overview.md) — Complete catalog of all 23 tools available in production, with a decision tree
10
10
 
11
11
  ## Tool-Specific Guidance
12
12
  - [tools-memory-vs-conversation.md](tools-memory-vs-conversation.md) — Decision framework: memory_add vs conversation_create/conversation_add_message
13
+ - [tools-conversation-reasoning.md](tools-conversation-reasoning.md) — Authoring the `reasoning` and `plan` fields on `conversation_add_message`, with worked examples
13
14
  - [tools-datapack-workflow.md](tools-datapack-workflow.md) — Datapack lifecycle, datapack_id routing, and multi-database patterns
14
15
  - [tools-rag-workflow.md](tools-rag-workflow.md) — End-to-end RAG pipeline: source registration, index creation, status polling
15
- - [tools-db-query-patterns.md](tools-db-query-patterns.md) — Read-only vs write query execution patterns and SQL conventions
16
16
 
17
17
  ## Safety & Permissions
18
- - [tools-write-guardrails.md](tools-write-guardrails.md) — Blocked SQL operations, bulk insert limits, WHERE clause enforcement
19
- - [tools-scope-permissions.md](tools-scope-permissions.md) — read/write/admin permission hierarchy and per-tool requirements
20
18
 
21
19
  ## Conventions & Deduplication
22
20
  - [tools-agent-id-conventions.md](tools-agent-id-conventions.md) — agent_id naming rules, hyphen prohibition, and namespace isolation
@@ -28,4 +26,4 @@ description: Maps reference files to their topics for the meko-mcp-tools skill
28
26
 
29
27
  ## Troubleshooting & Limitations
30
28
  - [tools-troubleshooting.md](tools-troubleshooting.md) — Error recovery, retry strategies, stuck pipeline diagnosis
31
- - [tools-known-limitations.md](tools-known-limitations.md) — Broken tools, missing capabilities, permission gaps
29
+ - [tools-known-limitations.md](tools-known-limitations.md) — Lifetime quotas, the `memory_get_all` window, `run_id` scoping, missing capabilities
@@ -1,12 +1,12 @@
1
1
  # agent_id — multi-agent identity on Cloud Meko
2
2
 
3
- `agent_id` identifies **which agent wrote a memory or created a conversation**. It is not a constant. Pick a value that represents the specific agent + project you're acting for, use it consistently for writes within this session, and use it to scope your own reads.
3
+ `agent_id` identifies **which agent wrote a memory or created a conversation**. It is not a constant. Pick a value that represents the specific agent + project you're acting for and use it consistently for writes and trace attribution within this session.
4
4
 
5
- The Cloud UI (`cloud.mekodata.ai`) renders `agent_id` as a badge on every memory and conversation row — so the value you pick is user-visible. Multiple different agents with different `agent_id` values can write into the same datapack; each one's personal view is scoped to itself, and the UI shows the full cross-agent picture.
5
+ The Cloud UI (`cloud.mekodata.ai`) renders `agent_id` as a badge on every memory and conversation row — so the value you pick is user-visible. Multiple different agents with different `agent_id` values can write into the same datapack; the badge records who wrote each row, and both the UI and a `memory_search` show the full cross-agent picture for the user.
6
6
 
7
7
  ## The three buckets
8
8
 
9
- Memories segregate strictly by `agent_id`. Pick the right bucket up front:
9
+ Each memory is written under an `agent_id` (stored on the row, shown as the UI badge). It labels *who wrote* the row — it does not restrict who can later read it (`memory_search` spans all your agents for the user). Still, pick the right value up front so attribution is meaningful:
10
10
 
11
11
  | Pattern | When to use | Example |
12
12
  |---|---|---|
@@ -16,13 +16,15 @@ Memories segregate strictly by `agent_id`. Pick the right bucket up front:
16
16
 
17
17
  **Discover the value at session start.** The SessionStart hook injects the chosen `agent_id` into the first-turn `additionalContext` based on the cwd's repo basename. Use that value verbatim — do not re-derive it. If the block is absent, fall back to `<client>:<basename(cwd)>` or ask the user.
18
18
 
19
- For genuinely cross-project facts ("the user's name is Amiram", "the user prefers dark mode") write with `agent_id="meko_agent"` so future agents in different projects can read them.
19
+ For genuinely cross-project facts ("the user's name is Alice", "the user prefers dark mode") write with `agent_id="meko_agent"` so their attribution clearly identifies the common cross-project bucket.
20
+
21
+ **Pick a value that matches the running client — don't invent another client's shape.** A Claude Desktop session that writes with `agent_id="claude_code"` (or `claude_code:something`) creates rows the UI will attribute to Claude Code — a misleading badge for both clients. Use the pattern from the table that matches the client you're actually running under.
20
22
 
21
23
  ## Valid characters
22
24
 
23
25
  The server stores `agent_id` as a row-level column value — it never becomes a PostgreSQL identifier on Cloud. Any printable string works: colons, hyphens, dots, underscores, spaces. Stay within what's readable in the UI badge.
24
26
 
25
- Pre-existing data in real datapacks includes a mix of legacy shapes — `agent`, `claude-code`, `claude_code`, `cursor:<slug>`, `claude-code:-Users-...`. None of them cause errors. To query those rows, pass the literal legacy value as `agent_id` (e.g. `agent_id="agent"` for rows from before the rewrite). New writes should follow the table above.
27
+ Pre-existing data in real datapacks includes a mix of legacy shapes — `agent`, `claude-code`, `claude_code`, `cursor:<slug>`, `claude-code:-Users-...`. None of them cause errors or prevent memory recall. New writes should follow the table above.
26
28
 
27
29
  ## How agent_id filters reads and writes
28
30
 
@@ -31,15 +33,17 @@ Pre-existing data in real datapacks includes a mix of legacy shapes — `agent`,
31
33
  - The row stores `(meko_datapack_id, meko_user_id, meko_agent_id)` — the user_id comes from your cognito account; the datapack_id defaults or is explicit; the agent_id is what you pass.
32
34
  - If you pass an empty or whitespace-only `agent_id`, the server stores `meko_agent`. That's the common bucket — fine for cross-project facts; not what you want for project-scoped writes.
33
35
 
34
- ### Personal reads — `memory_search`, `memory_get_all`, `conversation_list`, `conversation_get`
36
+ ### Personal memory reads — `memory_search`, `memory_get_all`
37
+
38
+ Filter tuple: `(datapack_id, user_id)`. `agent_id` is **not** applied on memory reads.
35
39
 
36
- Filter tuple: `(datapack_id, user_id, agent_id)`.
40
+ - `user_id` is **always enforced**: you can only see memories you wrote (or content shared via promotion). One user cannot read another's un-promoted memories from MCP.
41
+ - `agent_id` does **not** filter results: a memory written under `agent_id="cursor:foo"` IS returned to a search passing any other value. It scopes only the call's trace. One call sees all of your agents' memories, including the `meko_agent` bucket — nothing to fan out.
37
42
 
38
- - `user_id` is **always enforced**: you can only see memories and conversations you wrote (or that other team members shared with you via promotion — see below). One user cannot read another team member's un-promoted memories directly from MCP.
39
- - `agent_id` is **strictly matched**: a search with `agent_id="claude_code:meko-mcp-server"` returns only rows whose stored value is exactly that. A memory written by `agent_id="cursor:foo"` is invisible to it.
40
- - An empty `agent_id` is rewritten to `meko_agent` server-side, so a "broad" read with empty string returns only common-bucket rows — **not** a cross-agent fan-out. To search across multiple agent_ids, call once per known value.
43
+ ### Personal conversation reads — `conversation_get`, `conversation_list`
41
44
 
42
- Empirically verified 2026-05-19 on Cloud prod (free-tier multitenant mode, segregation via row-level filter).
45
+ - `conversation_get` — agent-owned. Filter tuple `(datapack_id, user_id, agent_id)`: pass the exact `agent_id` that created the conversation; a wrong value returns `agent_id_mismatch`.
46
+ - `conversation_list` — **not** agent-filtered. It lists by `(datapack_id, user_id)` only; `agent_id` on the call is trace-attribution only (like memory reads), so one call returns the datapack's conversations for your user regardless of which agent created them.
43
47
 
44
48
  ### Team-shared reads — `knowledgebase_search`
45
49
 
@@ -57,9 +61,10 @@ The originating `agent_id` is preserved in each result's `metadata_filters.agent
57
61
  memory_add(agent_id=X, text=...)
58
62
  │
59
63
  ▼
60
- mem0_collection ── personal memories, scoped (datapack, user, agent)
64
+ memory_store ── personal memories, tagged (datapack, user, agent)
61
65
  │
62
- │ UI "Promote to Knowledge" (Learnings tab)
66
+ │ memory_promote (exact UUIDs + explicit confirmation)
67
+ │ or UI "Promote to Knowledge" (Learnings tab)
63
68
  │ ─────────────────────────────────────────
64
69
  │ Strips user_id, keeps agent_id as metadata,
65
70
  │ copies into team-shared table
@@ -72,30 +77,28 @@ knowledgebase_search(agent_id=anything, query=...)
72
77
 
73
78
  - **Personal memories** are what you get from `memory_search` / `memory_get_all`. Private to you.
74
79
  - **Shared Knowledge** is what you get from `knowledgebase_search`. Visible to every user and every agent on the datapack.
75
- - **Promotion is UI-only.** There is no MCP tool for promoting a memory to Shared Knowledge — the user triggers it from the datapack's Learnings tab in the Cloud UI.
80
+ - **Promotion has MCP and UI paths.** `memory_promote` moves exact, user-confirmed memories into Shared Knowledge and evicts the private records; the Learnings tab is the user-driven alternative. Only datapack owners and maintainers may use the MCP path.
76
81
 
77
82
  ## When to use what — broad-query guidance
78
83
 
79
- If the user asks "what do you know about X?" and you want to maximize recall:
80
-
81
- 1. **First call**: `memory_search(agent_id="<your agent_id>", query="X")` — returns your own project's memories. Most relevant if the context is "what have you and I done in this repo."
82
- 2. **Second call**: `memory_search(agent_id="meko_agent", query="X")` — returns the common cross-project bucket (user identity, global preferences). Anything you wrote with `agent_id="meko_agent"` from any agent or project, plus rows the server stored under that name when called with empty `agent_id`.
83
- 3. **Third call**: `knowledgebase_search(agent_id="<anything>", datapack_id="<datapack>", query="X")` — returns team-shared knowledge. Useful when the answer may have been promoted by the user or a teammate.
84
-
85
- For a true cross-agent fan-out (e.g. you also want to see what was written from `claude_code:other-repo` or `cursor:foo`), call `memory_search` once per known agent_id — the empty-string shortcut does not bypass the filter; the server rewrites empty to `meko_agent`.
86
-
87
- Always tell the user what scope you searched, so they understand why the answer is or isn't there. Example wording: "I found this in your project memories" vs. "I found this in your common cross-project bucket" vs. "I found this in your team's shared knowledge."
84
+ If the user asks "what do you know about X?": one `memory_search` covers the whole personal surface (every `agent_id`, nothing to fan out), then `knowledgebase_search` for team-shared knowledge. Tell the user which surface each finding came from.
88
85
 
89
- ## Sub-scoping within an agent
86
+ ## Optional sub-scoping
90
87
 
91
- Optional parameters narrow further within the same `agent_id`:
88
+ Optional parameters can narrow a call further:
92
89
  - `user_id` — explicitly scope writes/reads to a specific end-user if your agent serves multiple (rare in Claude Code; more common in API products)
93
- - `run_id` — per-execution run
90
+ - `run_id` — on `memory_search` and the delete tools it is a **read/delete
91
+ filter** on the row's `meko_conversation_id`, so pass a *conversation id* to
92
+ scope the call to that conversation (consistent scoping landed in
93
+ MEKO-473/MEKO-474, #271). On `memory_add` it is Langfuse trace metadata only
94
+ and is not persisted as the conversation id, so scope writes with
95
+ `conversation_id` — a row written with `memory_add(run_id=X)` is not findable
96
+ via `memory_search(run_id=X)`.
94
97
 
95
98
  Available on `memory_add`, `memory_search`, `memory_get_all`, `memory_delete_all`, `conversation_create`, `conversation_list`.
96
99
 
97
100
  ## Things I checked and found in-data on real Cloud datapacks
98
101
 
99
- - `agent_id="agent"` appears on many legacy rows — it was the previous canonical constant. New writes should use the schema in the table above; query legacy rows with `agent_id="agent"` explicitly.
100
- - Memory Summary UI (`/datapacks/<name>/memory-summary`) is agent-id-agnostic — shows every row in the datapack, renders the stored `agent_id` as a badge. The filtering is MCP-side only.
102
+ - `agent_id="agent"` appears on many legacy rows — it was the previous canonical constant. New writes should use the schema in the table above; memory reads still return the legacy rows.
103
+ - Memory Summary UI (`/datapacks/<name>/memory-summary`) is agent-id-agnostic — shows every row in the datapack, renders the stored `agent_id` as a badge. `memory_search` and `conversation_list` are likewise agent-agnostic (they return all your agents' rows for the user); only `conversation_get` enforces `agent_id` (agent ownership).
101
104
  - Subagents spawned via the `Agent` tool in Claude Code do not automatically inherit the parent's `agent_id`. The parent must inject it into the spawn prompt. See the SKILL.md "When spawning subagents" section.