Save to Basic Memory
Record conversations and insights as structured knowledge graph entries, avoiding duplicates and building rich connections.
Workflow
Step 1: Identify what to save
Determine the note type from the conversation:
| Type | When | Folder |
|---|---|---|
| Decision | A choice was made with rationale | decisions/ |
| Discovery | A problem was diagnosed or insight found | discoveries/ |
| Conversation | General discussion worth preserving | conversations/ |
| Plan | Action items or roadmap discussed | planning/ |
| Learning | New technique or knowledge gained | learnings/ |
Step 2: Search for existing notes (MANDATORY)
Before creating anything, search for existing content:
search_notes(query="<topic keywords>", project="<project>") search_notes(query="<alternate terms>", search_type="title", project="<project>")
If existing note found on this topic: use edit_note(operation="append") to add new observations and relations. Do NOT create a duplicate.
If no existing note: proceed to Step 3.
Step 3: Structure the note
Use the templates in references/note-templates.md for the appropriate note type.
Required elements:
- •Title: descriptive, prefixed with type (e.g., "Decision: Use PostgreSQL")
- •3+ observations with
[category]prefixes - •2+ relations with
[[exact entity titles]]from search results - •Relevant
#tagson observations
Category reference:
[decision], [fact], [technique], [requirement], [insight], [problem], [solution], [action]
Relation type reference:
implements, requires, part_of, extends, contrasts_with, caused_by, leads_to, follows, affects
Step 4: Search for relation targets
Before writing, search for entities to reference in relations:
search_notes(query="<related topic>", project="<project>")
Use exact titles from results in [[wikilinks]]. Forward references (to entities that don't exist yet) are OK — they auto-resolve when the target is created later.
Step 5: Save and confirm
write_note(title="...", content="...", folder="...", tags=[...], project="<project>")
After saving, confirm to the user:
- •What was saved (title)
- •Where it was saved (folder)
- •How many observations and relations were captured
- •Any forward references that will resolve later