docs(readme): lead with the differentiators, move detail into linked docs

The README had grown to 1,125 lines and buried the case for the project
under installation detail. Rebuilt it at a third of the size:

- New "Why ai-memory" section up top - the five differentiators the
  September 2026 landscape research validated (cross-agent handoffs as a
  typed protocol, cross-machine continuity, team sharing with auth and
  attribution, plain-markdown source of truth, silent zero-LLM capture),
  written for a human reader rather than as a feature list, plus an
  honest-ops note with the measured ~700/s write ceiling.
- New "How it works" capture->consolidate->recall->handoff flow.
- Support matrix compacted to two columns; the full 30+-row per-agent
  matrix moved verbatim to docs/support-matrix.md.
- Quick start trimmed to AUR + docker + the two claude-code wiring
  commands; stale "enable per_session for two sessions" advice replaced
  with the v1.39 works-out-of-the-box story.
- Use cases, LLM providers, and security hardening moved verbatim to
  docs/use-cases.md, docs/llm-providers.md, docs/security.md, each linked
  from a short pointer section and from the Docs index.

Verbatim moves only - no prose was rewritten in the extracted docs.
Packaging tests (36) still pass; README keeps zero mutable-main install
URLs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MDbhmszrjG9s5MrPrTuNtm
This commit is contained in:
AkitaOnRails
2026-09-01 02:02:15 -03:00
co-authored by Claude Fable 5
parent 204483cbfa
commit b1595623c0
6 changed files with 685 additions and 906 deletions
+7
View File
@@ -333,6 +333,13 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Docs
- Reworked the README around the September 2026 research pass: a humanized
"Why ai-memory" differentiator section and "How it works" flow up top, a
compact support matrix, and a shorter quick start. Detail sections moved
verbatim into linked docs: `docs/support-matrix.md` (full per-agent matrix),
`docs/use-cases.md`, `docs/llm-providers.md`, and `docs/security.md`.
Added `docs/research-2026-landscape.md` and follow-up pointers in the four
May 2026 research documents.
- `docs/windows.md` gains **Scenario E**, a persistent-server story for native
Windows. Scenarios C and D both ended at `ai-memory serve` in a foreground
terminal, while Linux got `Restart=on-failure` from the packaged systemd
+146 -906
View File
File diff suppressed because it is too large Load Diff
+153
View File
@@ -0,0 +1,153 @@
# LLM Providers
> Provider configuration for consolidation and embeddings. Moved verbatim from the README front page.
ai-memory runs without an LLM: hooks still capture sessions, search uses
FTS5 + declared entities + graph neighbors, and summaries fall back to
rule-based output. Add an LLM provider
when you want LLM consolidation (on PreCompact, on demand via
`memory_consolidate`, or opt-in at session end with
`AI_MEMORY_CONSOLIDATE_ON_SESSION_END`), richer linting, and bootstrap.
Substantive session ends always write a rule-based summary page + handoff either
way. A session containing only `SessionStart` / `SessionEnd` boundaries is
closed without a page, handoff, or provider job. When that empty session had
accepted startup context, its session-bound handoff is returned to the open
pool for the next receiver instead of being lost.
When the session-end opt-in is enabled, provider work is durably queued after
those deterministic writes and handled by one bounded server worker, so hook
drain latency does not cancel it. Failed jobs retry with backoff and survive a
server restart. A resumed native session is ended again only after its
observation generation advances; the persisted generation watermark makes
duplicate SessionEnd delivery and system clock skew converge without repeated
provider work. The end watermark and automatic handoff commit atomically, and
an interrupted keyed replay finishes the wiki commit, queue insert, and key
completion without duplicating that handoff. On the next SessionStart, the
newest cwd-eligible automatic handoff wins; accepting it expires older eligible
automatic handoffs without consuming manual or sibling-directory work. A new
automatic handoff also expires prior open automatic handoffs from its exact
cwd, so repeated SessionEnds cannot accumulate there before a receiver starts.
To keep consolidation style project-specific, write
`_prompts/consolidation.md` in that project's wiki. Its body can express
preferences such as "prefer Portuguese titles" or "omit routine CI noise".
Automatic, single-page, and multi-page consolidation use the page; a manual
`memory_consolidate` call can pass `instructions` to override it once. ai-memory
sanitizes and caps the value at 2,000 characters, JSON-encodes it in the user
message, and treats it as untrusted advisory data. It cannot supply facts,
request tool use or disclosure, or override the consolidation schema and
faithfulness rules. TTL-expired preference pages are ignored. With no active
page or argument, no preference block is appended.
Recommended defaults:
| Provider | Default | Use when |
|---|---|---|
| `anthropic` | `claude-haiku-4-5` | Best default for consolidation quality and rule classification. |
| `anthropic-oauth` | `claude-sonnet-4-6` | Use a Claude Pro/Max subscription via `claude setup-token`, no API key. |
| `openai` | `gpt-5.4-mini` | Cheaper and faster hosted option. |
| `openai-oauth` | `gpt-5.5` | ChatGPT Pro/Plus/Codex backend via `ai-memory auth login openai-oauth`; no Platform API key. |
| `copilot` | `gpt-5.5` | GitHub Copilot Chat backend via `ai-memory auth login copilot` or `COPILOT_GITHUB_TOKEN`; requires a Copilot subscription. |
| `gemini` | `gemini-3.5-flash` | Google-hosted option with a generous free tier. |
| `openai-compat` | no default | OpenRouter, Atlas Cloud, OrcaRouter, Ollama, vLLM, LM Studio, and other compatible endpoints. |
`openai-oauth` stores a refresh token in `<data_dir>/auth.json` and talks to
the ChatGPT/Codex Responses backend, not `api.openai.com`. For Docker quick
starts, run `ai-memory auth login openai-oauth` with the wrapper so the token
lands in the same `ai-memory-data` volume as the server.
`anthropic-oauth` hits the same `/v1/messages` endpoint as `anthropic` but
authenticates with an OAuth bearer token instead of an API key. Run
`claude setup-token` once, then set `AI_MEMORY_LLM_PROVIDER=anthropic-oauth` and
`ANTHROPIC_OAUTH_TOKEN=<token>` (or `CLAUDE_CODE_OAUTH_TOKEN`, which `claude
setup-token` writes automatically). No `ANTHROPIC_API_KEY` is needed. The Docker
wrappers forward either token by name to short-lived helper commands such as
`llm-test`; configure the long-lived server container separately as shown in the
installation guide.
For both Anthropic providers, ai-memory omits `temperature` for Claude
4.7 and later models and Claude Mythos Preview because those models reject
non-default sampling parameters. `llm-test` sends the same representative 0.2
value as the normal pipeline before the provider applies that compatibility
rule.
**⚠️ Unofficial and against Anthropic's usage policies — use at your own risk;
it may get your account rate-limited or banned. See
[the warning in `docs/install.md`](docs/install.md#anthropic-via-claude-subscription-oauth).**
`copilot` stores a GitHub user token in the same auth file, exchanges it for a
short-lived Copilot API token via GitHub's `/copilot_internal/v2/token`, and
uses the Copilot Chat endpoint with `vscode-chat` integration headers. You can
also set `COPILOT_GITHUB_TOKEN`, `GH_TOKEN`, or `GITHUB_TOKEN` on the server.
> [!TIP]
> **For the OAuth/subscription backends (`anthropic-oauth`, `openai-oauth`,
> `copilot`), pick a small, fast model** via `AI_MEMORY_LLM_MODEL` — e.g.
> `claude-haiku-4-5` or `gpt-5-mini`. ai-memory's LLM work (consolidation,
> lint, explore) is summarisation, not hard reasoning, so a Haiku/mini-class
> model is plenty and is much easier on subscription rate limits. Save the
> high-effort thinking models for your coding agent.
> [!TIP]
> **OpenAI-compatible structured output is schema-constrained by default.**
> ai-memory sends each operation's JSON Schema through
> `response_format=json_schema`, which recent Ollama, vLLM, LM Studio, and
> llama.cpp releases honour. It falls back to the tolerant parser when an
> endpoint explicitly rejects that field or returns a malformed shape. Set
> `AI_MEMORY_LLM_COMPAT_STRICT=false` only for an incompatible endpoint.
For small-context local models, configure both consolidation limits. The input
target accounts for the complete rendered prompt, including bounded slot and
current-page context plus the structured-output schema; the output limit is
sent to the provider. Their sum must fit the model context window, with extra
headroom because provider tokenizers differ:
```toml
[consolidation]
max_input_tokens = 6500
max_output_tokens = 1000
```
The equivalent environment variables are
`AI_MEMORY_CONSOLIDATION__MAX_INPUT_TOKENS` and
`AI_MEMORY_CONSOLIDATION__MAX_OUTPUT_TOKENS`. Provider failures during an
automatic PreCompact/PostCompaction checkpoint fall back to the deterministic
rule-based page; admission, storage, and scope errors still fail closed. The
validated minimums are 6,000 input and 1,000 output tokens.
Every chat provider bounds each completion request at 300 seconds
(`AI_MEMORY_LLM_TIMEOUT_SECS` to override, or `llm_timeout_secs = 900` in
config.toml; the quick openai-oauth token refresh keeps the default ceiling).
The default tolerates a local engine cold-loading a large model; slow hosted
gateways whose long completions exceed the ceiling fail every request with
`http: error sending request`, so raise the value there instead of watching
consolidation exhaust its retries.
Reranking is optional and off by default. With an LLM provider configured,
`AI_MEMORY_RERANKER=llm` makes project and explicit-scope `memory_query`
calls over-fetch from the hybrid stage, fuse scopes, and make at most one LLM
call to reorder the best candidates. This can promote a relevant page that
RRF ranked below the requested cut, at the cost of LLM latency and usage. The
request sends the query plus at most 30 bounded page titles and search snippets
to the configured provider; all values are JSON-encoded and treated as
untrusted data. A timeout, provider error, or incomplete/invalid score set
preserves the normal order. `global=true` and supplemental global-preference
hits keep their existing non-RRF ranking. Concurrent provider calls are capped
at four; saturated queries keep their local ranking without waiting.
Embeddings are optional and separate from the LLM provider. Set
`AI_MEMORY_EMBEDDING_PROVIDER=openai`, `voyage`, `google`/`gemini`, or
`openai-compat` when you want vector retrieval in addition to FTS5 + entity +
graph-neighbor retrieval. `openai-compat` targets self-hosted engines
(Ollama, LM Studio, vLLM): it needs no API key and requires explicit
`AI_MEMORY_EMBEDDING_BASE_URL`, `AI_MEMORY_EMBEDDING_MODEL`, and
`AI_MEMORY_EMBEDDING_DIM`. The optional `EMBEDDING_API_KEY` credentials the
embedder alone and is checked before `OPENAI_API_KEY` and `LLM_API_KEY`, so
embeddings can run on a different provider than the LLM. Both the FTS-only and
hybrid paths apply the same bounded page-authority adjustment after candidate
generation; embeddings improve relevance recall but do not decide which source
is canonical.
See [`docs/install.md#llm-provider-tiers`](docs/install.md#llm-provider-tiers)
for env vars and Ollama/OpenRouter/Atlas Cloud/OrcaRouter examples, and
[`docs/llm-provider-comparison.md`](docs/llm-provider-comparison.md)
for the empirical model comparison.
+113
View File
@@ -0,0 +1,113 @@
# Security
> The full security model. Moved verbatim from the README front page; the README keeps a summary.
Loopback-only (`127.0.0.1:49374`) with no auth is the default because
it is safe for a single-user laptop: no process outside the machine can
reach the server.
Unauthenticated non-loopback HTTP now fails closed. Set
`AI_MEMORY_AUTH_TOKEN` or bind loopback; `--allow-insecure-no-auth` is an
intentional, dangerous exception for plain HTTP only. Authentication does not
encrypt bearer tokens: for LAN or remote access, use the ready
[Caddy](docker/compose.tls.caddy.yml) or
[Cloudflare Tunnel](docker/compose.tls.cloudflared.yml) templates described in
the [HTTPS reverse-proxy guide](docs/https-via-proxy.md).
Enable bearer auth when the server is exposed beyond loopback, when
untrusted local processes share the machine, or when the data dir holds
sensitive project history:
```bash
TOKEN=$(ai-memory generate-auth-token)
docker run -d --name ai-memory \
--restart unless-stopped \
-p 0.0.0.0:49374:49374 \
-v ai-memory-data:/data \
-e AI_MEMORY_AUTH_TOKEN="$TOKEN" \
-e AI_MEMORY_ALLOWED_HOSTS="<server-ip>,localhost,127.0.0.1" \
akitaonrails/ai-memory:latest
ai-memory install-mcp --client claude-code --apply \
--server-url "http://<server-ip>:49374/mcp" --auth-token "$TOKEN"
ai-memory install-hooks --agent claude-code --apply \
--server-url "http://<server-ip>:49374" --auth-token "$TOKEN"
```
Bearer auth protects `/mcp`, `/hook`, `/handoff`, `/workstream/*`, and
machine calls to `/admin/*` and `/api/v1/*`. Humans sign in at
`POST /auth/login`; the console uses an `HttpOnly` session cookie plus CSRF,
not a Bearer in `localStorage`. Custom SPA HTML at `/web` is public static.
When human auth listens beyond loopback,
`AI_MEMORY_AUTH__SECURE_COOKIE=true` is required and signals that a trusted
HTTPS reverse proxy owns the browser-facing edge. It makes the session cookie
HTTPS-only. Close or redirect direct HTTP access to that hostname.
Non-loopback binds should also set `AI_MEMORY_ALLOWED_HOSTS` to guard against
DNS rebinding.
Busy shared hook servers can also set `AI_MEMORY_HOOK_RATE_PER_SEC` (tokens per
second per actor/session source) and optionally `AI_MEMORY_HOOK_RATE_BURST` to
bound one runaway session without blocking unrelated hook sources. Unset or `0`
rate leaves the limiter disabled.
For shared servers where each developer should authenticate their own hook
writes, native Claude Code hooks can use a stored OIDC device token instead of
embedding a shared static token:
```bash
ai-memory auth login oidc-device \
--issuer "https://issuer.example.com/realms/team" \
--client-id "ai-memory-cli"
ai-memory install-hooks --agent claude-code --apply \
--server-url "http://<server-ip>:49374"
```
OIDC hook auth requires the native `ai-memory hook ...` command path. The Docker
wrapper keeps shell-script hooks by default; set up OIDC from a native release
binary or source install. Thin-client HTTP commands such as `ai-memory status`
and `ai-memory search` also use the stored OIDC access token when no static
`AI_MEMORY_AUTH_TOKEN` / `[auth].bearer_token` is configured; the static bearer
still wins when present. This is for OIDC-aware gateways/bridges; native
ai-memory server auth still accepts static root bearer / DB-user tokens, and
`/admin/*` remains root-only unless a gateway translates accepted OIDC auth into
upstream auth that ai-memory accepts.
OIDC/Keycloak session ids are login-provider sessions, not ai-memory agent
sessions. Shared servers that rely on `[auto_scope]` session isolation still
need explicit `workspace` + `project` / `scopes`, or a bridge that forwards the
real lifecycle-hook session id on MCP requests.
**Want HTTPS?** ai-memory deliberately does not terminate TLS itself —
the right answer is a battle-tested reverse proxy in front of it.
[`docs/https-via-proxy.md`](docs/https-via-proxy.md) is the deployment
guide, with copy-paste docker compose templates in
[`docker/compose.tls.caddy.yml`](docker/compose.tls.caddy.yml) (Caddy
with Let's Encrypt or internal CA) and
[`docker/compose.tls.cloudflared.yml`](docker/compose.tls.cloudflared.yml)
(Cloudflare Tunnel — no open ports). Both are recommended once you
turn on multi-user or bind beyond loopback. The Quick Start happy
path of single-user on loopback doesn't need TLS — that case is
called out explicitly in the guide so you don't add ceremony where
it doesn't earn its keep.
**Multi-user attribution (v0.8, optional) plus human login.** When more
than one human shares a server, ai-memory attributes each write to a
named user. Humans sign in with username/password; agents and CLIs use
`Authorization: Bearer` (`AI_MEMORY_AUTH_TOKEN` for root automation, or
an `aim_` key from `ai-memory api-key add`). Data stays single-tenant —
there is no per-page RBAC. A
`[auth].token_pepper` is required for DB-user authentication, but creating the
first user row is what immediately switches every `/admin/*` endpoint to
root-only, including status/search/read-page and user-management routes.
`ai-memory init` generates a pepper for new installs without changing
single-user behavior until a user is added. An SSO gateway can instead use a
dedicated `[auth].actor_proxy_bearer_token` and trusted `X-Memory-Actor-*`
headers; its credential is deliberately separate from the root bearer so a
missing identity cannot become root. See
[`docs/users.md`](docs/users.md) for the full walkthrough and the
four-rung auth ladder.
See [`docs/deploy.md`](docs/deploy.md) for the full homelab pattern
with bearer auth, host allowlisting, and TLS/reverse-proxy options.
+39
View File
@@ -0,0 +1,39 @@
# Support Matrix
> The complete platform and agent matrix, with integration notes.
> Moved verbatim from the README front page, which keeps a compact view.
| Area | Status | Notes |
|---|---|---|
| Linux | Supported | Primary Docker/server target and CI platform. Published Docker images support `linux/amd64` and `linux/arm64`. Native Arch/AUR packages include system and user systemd units. |
| macOS | Supported | Workspace tests run in CI; tagged releases publish native `ai-memory-macos-aarch64.tar.gz` and `ai-memory-macos-x86_64.tar.gz` binaries. The native binary is the recommended path on Apple Silicon. See [`docs/macos.md`](docs/macos.md). |
| Windows via WSL2 | Supported | Use the Linux install path inside WSL2 when the agent runs there. |
| Native Windows | Experimental | Tagged releases publish `ai-memory-windows-x86_64.zip` with `ai-memory.exe`; Docker Desktop wrapper and source builds are also available. Local supported profiles default to host-native hook commands; Claude Code may use its Windows exec form, while other agents use native single command strings matching their hook schema. PowerShell/Git Bash scripts are compatibility fallbacks. See [`docs/windows.md`](docs/windows.md). |
| Claude Code | Supported | MCP config + lifecycle hooks; native commands enforce capture exclusions. `install-mcp --session-aware` optionally enables per-session auto-scope isolation through a local stdio bridge. Optionally captures the assistant's final turn on `Stop` when installed with `--capture-assistant` and the server enables `capture_assistant` (double opt-in, off by default). |
| Codex | Supported | MCP config + lifecycle hooks; native commands enforce capture exclusions. No automatic true session-end hook, so run `ai-memory finalize-session` when you need a final summary/handoff. |
| Command Code | Supported | MCP config (`~/.commandcode/mcp.json`) + its four stable lifecycle-hook events (`~/.commandcode/settings.json`); native commands enforce capture exclusions and `SessionStart` injects handoffs. `Stop` is only a turn boundary, so use `ai-memory finalize-session --agent command-code` after the final turn. `ai-memory run command-code` adds exact v3 native-session resume and visible-event import; experimental unsandboxed Mods remain excluded. |
| Devin CLI | Supported | MCP config + lifecycle hooks. Hooks use Devin's `PostCompaction` event, inject handoffs via `hookSpecificOutput.additionalContext`, and omit subagent events because Devin does not expose them. |
| OpenCode | Supported | Remote MCP config + generated TypeScript plugin; generated plugin enforces capture exclusions. |
| Cursor | Supported | MCP config + lifecycle hooks. |
| Gemini CLI | Supported | MCP config + lifecycle hooks. |
| Oh My Pi / OMP | Supported | Use `--client omp` / `--agent omp` (or `oh-my-pi`) for native `.omp` MCP config + TypeScript extension; generated extension enforces capture exclusions. |
| Pi | Supported | Generated `~/.pi/agent/extensions/ai-memory-pi.ts` extension provides lifecycle capture and an HTTP MCP bridge; generated extension enforces capture exclusions. |
| Crush | Managed-only | `ai-memory run crush` resumes its project-local session database and supplies portable context through a temporary supported global-context file; no lifecycle-hook installer is provided. |
| Managed workstreams | Opt-in | `ai-memory run` provides transparent cross-harness continuity for Claude Code, Codex, OpenCode, Pi, Crush, Kimi Code, Command Code, both incompatible Kiro CLI engines, OMP, Grok Build CLI, and Antigravity CLI. Direct launches remain unchanged. See [`docs/managed-workstreams.md`](docs/managed-workstreams.md). |
| Claude Desktop | MCP-only | Uses `mcp-remote`; no lifecycle hooks. |
| OpenClaw | Supported | MCP config + native plugin lifecycle hooks; generated plugin enforces capture exclusions. |
| Antigravity CLI | Supported | MCP config (`serverUrl`) + lifecycle hooks (`agy` alias). Only `PreInvocation` with `invocationNum = 0` maps to SessionStart; later model calls cannot consume a next-session handoff. No automatic true session-end hook, so run `ai-memory finalize-session --agent antigravity-cli` after the final turn when you need a summary, handoff, and opt-in SessionEnd consolidation. `ai-memory run antigravity` (aliases `antigravity-cli`, `agy`) adds managed workstream resume via `--conversation`; conversation text is not decoded, so the ledger for this harness comes from hook capture. |
| Grok Build CLI | Supported | MCP config (`install-mcp --client grok` → `$GROK_HOME/config.toml`, default `~/.grok/config.toml`) + lifecycle hooks (`install-hooks --agent grok` → `$GROK_HOME/hooks/ai-memory.json`, default `~/.grok/hooks/ai-memory.json`, Grok-specific hook bundle). Capture works; no hook handoff injection — Grok ignores `SessionStart` stdout, so recover handoffs via MCP `memory_handoff_accept`. `ai-memory run grok` adds managed workstream resume with the context packet delivered natively through `--rules`. Skills root: `.grok/skills` / `$GROK_HOME/skills` (default `~/.grok/skills`). |
| Swival CLI | MCP-only | `install-mcp --client swival --apply` merges a native HTTP entry into the project-root `.swival/mcp.json`, preserving sibling servers. Lifecycle and managed-workstream support are not claimed because Swival's callback contract does not expose a stable session identifier. |
| Zero | Supported | `install-mcp --client zero` (native HTTP + bearer in `~/.config/zero/config.json`) + lifecycle hooks via `install-hooks --agent zero --apply` (exec-form native commands in `~/.config/zero/hooks.json`, JSON payload on stdin, no shell). Capture works incl. specialist (subagent) events; no handoff injection — Zero discards `sessionStart` stdout, so recover handoffs via MCP `memory_handoff_accept`. |
| ZCode | MCP-only | `install-mcp --client zcode --apply` merges a native HTTP entry (strict schema: `type`/`url`/`headers` only) into the `mcp.servers` map of `~/.zcode/cli/config.json`, preserving sibling servers. Lifecycle hooks are not yet available — see #512. |
| Kimi Code | Supported | MCP config (`url` entry in `~/.kimi-code/mcp.json`) + lifecycle hooks (`[[hooks]]` in `~/.kimi-code/config.toml`, 10 events including subagent start/stop and `PostToolUseFailure` for tool-failure capture); both paths honor `$KIMI_CODE_HOME`. Handoffs inject via `UserPromptSubmit` stdout (Kimi Code discards `SessionStart` hook stdout); `ai-memory run kimi` adds managed workstream resume. |
| Kiro CLI | Supported | MCP config uses `install-mcp --client kiro-cli` (alias `kiro`) and Kiro's Bedrock-compatible schema flavor. `install-hooks --agent kiro-cli` merges v2 hooks into existing agent configs; the explicit `--agent kiro-cli-v3` target writes the incompatible standalone v3 registration. Both preserve unrelated entries, honor `$KIRO_HOME`, enforce capture exclusions, and inject pending handoffs at session start. Kiro has no true SessionEnd hook; use `ai-memory finalize-session --agent kiro-cli`, with `--session-id <uuid>` for concurrent sessions. `ai-memory run kiro` manages v2; add `--v3`, `--mode`, or `--agent-engine v3` for version-safe v3 resume. |
| Pool | Hooks-only | Poolside Agent CLI (`pool`). Lifecycle-hook capture via `install-hooks --agent pool` (alias `poolside`): Pool reads project-scoped hooks from the repo-root `.poolside/settings.yaml`, so ai-memory stages the scripts and prints a ready-to-paste `hooks:` snippet rather than writing project-local files; native commands enforce capture exclusions. Five Claude-shaped events (`SessionStart`, `UserPromptSubmit`, `PreToolUse`, `PostToolUse`, `Stop`) and no true session-end — `Stop` is a turn boundary, so run `ai-memory finalize-session --agent pool` after the final turn. `SessionStart` stdout injection is not demonstrated, so capture works but handoff injection does not — recover handoffs via MCP `memory_handoff_accept`. No first-party `install-mcp` client and no managed workstream (`ai-memory run pool`) are claimed: Pool's native session-store contract is not demonstrated (see [`docs/managed-harness-contributions.md`](docs/managed-harness-contributions.md)). Verified against Poolside CLI v1.0.16. |
| ZCode | Hooks-only | ZCode (z.ai, `zcode`, alias `zai`). Lifecycle-hook capture via `install-hooks --agent zcode --apply`: exec-form native commands (`type: "process"`, no shell) merged into the root `hooks` block of `~/.zcode/cli/config.json` around any third-party hooks; native commands enforce capture exclusions. Six documented triggers (`SessionStart`, `UserPromptSubmit`, `PreToolUse`, `PostToolUse`, `PostToolUseFailure`, `Stop`); `PostToolUseFailure` fires instead of `PostToolUse` when a tool throws and lands on the same capture channel with the error preserved. `PermissionRequest` is deliberately not installed — its hook chain races the interactive permission client, so passive capture of that event is unreliable by design. No true session-end — `Stop` is a per-turn boundary, so run `ai-memory finalize-session --agent zcode` after the final turn. Unlike Pool and Zero, `SessionStart` stdout injection works (`hookSpecificOutput.additionalContext`, verified live against the embedded engine v0.16.5), so the prior session's handoff is delivered automatically. No first-party `install-mcp` client and no managed workstream are claimed yet. |
| VS Code Copilot | MCP-only | `.vscode/mcp.json` for Copilot agent mode; no lifecycle hooks (Copilot does not expose them yet). |
| Zed | MCP-only | Native remote MCP under `context_servers` in Zed's user `settings.json`; no lifecycle hooks or managed-workstream support. |
| Hermes Agent | Community | Core hook ingestion recognizes `agent=hermes` and Hermes' documented shell-hook `tool_name` / `tool_input` payload for concrete session attribution, tool-family titles, and capture exclusions. A community-maintained [`ai-memory-hermes-plugin`](https://github.com/MrLuciano/ai-memory-hermes-plugin) is available, but no first-party installer is shipped; review its compatibility matrix, install/uninstall scripts, and secret handling before using it. Hermes ignores session-start hook stdout, so recover handoffs through MCP. |
| LLM/auth providers | Supported | Anthropic, OpenAI, OpenAI OAuth/Codex, GitHub Copilot, Gemini, OpenCode Zen/Go, OpenAI-compatible endpoints, and generic OIDC device auth for native hooks. |
| Embedding providers | Supported | OpenAI, Voyage, Google Gemini, and keyless OpenAI-compatible endpoints such as Ollama, LM Studio, and vLLM. |
+227
View File
@@ -0,0 +1,227 @@
# Use Cases
> Moved verbatim from the README front page; the scenarios and walkthroughs are unchanged.
- **"Quit Claude Code and continue the same work in Codex."** Use the optional
managed launcher when you want native session resume plus the portable visible
history, not only a summary handoff:
```bash
cd /path/to/project
ai-memory run claude
# Quit Claude Code, then continue the same workstream in Codex.
ai-memory run codex --yolo
# Continue in Command Code, preserving its own exact native session.
ai-memory run command-code
# Later, omit the name to resume the newest usable managed session here.
ai-memory run
# Start a new Codex session in the same workstream, keeping portable history.
ai-memory run --fresh codex
# Kiro defaults to v2; select its incompatible v3 engine explicitly once.
ai-memory run kiro --v3
# List the workstreams that can be selected from this checkout.
ai-memory workstreams
# Fix a name you regret; the ledger and the current selection stay put.
ai-memory rename-workstream --from typo-nmae --to refactor-db
# Pick a managed workstream from any linked local checkout, then resume it.
ai-memory resume
# List open cross-agent handoffs, oldest first, with the id
# `memory_handoff_cancel` needs to clear a stale one.
ai-memory handoffs
```
- **"Pick the project instead of remembering where it lives."** Start from a
directory containing your checkouts and choose the checkout before the
managed harness:
```bash
ai-memory show
# Machine-readable discovery without launching anything.
ai-memory show --json
```
Each successful `ai-memory run` saves a client-local checkout link keyed by
the configured server plus workspace/project. `show` joins those links with
the server's public activity and page-count metadata. A fast, bounded depth-1
scan of the current directory also finds new checkouts carrying a project
marker (`.git`, `Cargo.toml`, `package.json`, `go.mod`, `pyproject.toml`, and
friends), while skipping dependency and build directories. The server never
exposes a checkout path, so two client machines can safely use different
local paths for the same project on a remote homeserver.
The list always leads with **`+ New project`**: type a name and ai-memory
validates a portable directory name, stages the new checkout privately, pins
its workspace and project in `.ai-memory.toml`, and installs the routing block
and managed Agent Skills for the chosen agent. The final directory appears
only after every setup step succeeds, then `show` launches from it.
The harness menu only offers agents actually installed on the host, using the
same `PATH` lookup `run` enforces at launch.
`--no-scan` uses only saved links; `--workspace` filters both sources;
`--yolo`, `--fresh`, and trailing native arguments are forwarded unchanged.
Non-terminal use must pass `--json`; JSON mode is discovery-only and never
launches a harness.
The first explicit run can offer an existing session from this exact checkout
or start a new one. Switching harnesses starts or resumes the native session
linked to the shared workstream, so an obsolete local session cannot replace
newer cross-harness history. After a normal quit, the next launch waits
briefly if the previous launcher is still finalizing; handled failures release
the workstream immediately. If a linked native transcript was deleted,
ai-memory detects the orphan before launch and starts fresh; `--fresh` forces
that recovery for one harness. Managed mode currently covers Claude Code,
Codex, OpenCode, Pi, Crush, Kimi Code, Command Code, Kiro CLI v2/v3, OMP,
Grok Build CLI, and Antigravity CLI; direct harness launches remain unchanged. See
[Managed cross-harness workstreams](docs/managed-workstreams.md).
- **"Just put me back where I was."** From any directory, with no name to
type and no list to read:
```bash
ai-memory continue
```
It picks the checkout whose managed launch is most recent, revalidates the
path and its resolved scope, then continues there exactly as bare
`ai-memory run` would. A link whose directory moved, was replaced, now
resolves to a different project, or has a corrupt ordering timestamp is
reported on stderr and skipped, so a resume never quietly lands in the wrong
project. `--workspace` narrows the search; `--yolo` and `--fresh` are
forwarded.
- **"Let me choose which workstream to resume."** From any directory, select
one of the recent workstreams from your valid client-local managed checkouts:
```bash
ai-memory resume
ai-memory resume --workspace work
```
The picker shows the workstream name, project scope, activity, and linked
harnesses. Use Up/Down (or `j`/`k`) to choose a workstream and Left/Right to
cycle its launch harness. Every row starts at `auto`, preserving normal
session discovery; the other choices are supported harnesses currently found
in `PATH`. Enter launches the displayed combination. The checkout is
revalidated first, while the server continues to receive fingerprints rather
than a local path. Use `ai-memory workstreams` when you are already in a
checkout and only want the read-only list.
- **"Quit at 4 PM, pick up at 9 AM in a different agent."** The
classic. SessionStart hook in the next supported hook client prepends a
typed handoff with open questions, next steps, and a session summary. Grok
captures lifecycle events but ignores SessionStart stdout, so ask it to call
`memory_handoff_accept` when resuming from a handoff. Zero has the same
no-stdout behavior and also must call `memory_handoff_accept`.
- **"What did we decide about X six weeks ago?"** Use `memory_query X` from
the agent for FTS5 fused with entity matches and linked-page expansion (plus
vector similarity when an embedder is configured). For a quick terminal-only
FTS5 lookup, use `ai-memory search X`; that admin command does not run the
hybrid streams. Pages are
LLM-consolidated, so the hit is a coherent decision page, not a raw
chat log. Pass `explain: true` to see why each hit ranked where it
did in project or explicit-scope retrieval. Cross-project
`global: true` search uses its separate FTS-only ranker and reports
that active stream without per-hit RRF details.
- **"Remember this permanently."** When something is worth keeping
beyond auto-captured session logs - a decision, a convention, a
gotcha - tell the agent "save a permanent note that we standardised
on Postgres for X" or "annotate this as a project rule" and it calls
`memory_write_page` to write a durable, git-versioned wiki page. From
a terminal it's `ai-memory write-page --path decisions/0007-db.md
--body $'# Standardised on Postgres\n\n...' --pinned`. `--pinned`
exempts it from the decay sweep; the H1 on the first line of
`--body` becomes the page title (omit `--title` — it's still
accepted, but LLM callers trip over JSON-escaping their way through
it, see issue #67). Unlike a handoff (single-use) or an
auto-synthesised session page (rewritten on consolidation), a
write-page note is yours: it shows up in `memory_query`, renders in
`/web`, and stays until you change it.
- **"That page you found is out of date."** The agent calls
`memory_feedback` with the page's path and a signal: `helpful` /
`not_helpful` tune how strongly retention keeps a sweep-eligible episodic
page (they move its salience, which scales the decay formula's time term),
while `stale` / `wrong` floor the salience *and* make any current page
show up as a `feedback_flagged` finding in the next `memory_lint` report.
Feedback never deletes anything — it lowers confidence and flags for review —
and it attaches to the version current when feedback is recorded, so a
later rewrite clears the flag. Retrieved page text is untrusted and never
authorizes feedback by itself.
- **"Remember this, but only until the sprint ends."** Pass
`expires_at` to `memory_write_page` (RFC3339 or `YYYY-MM-DD` = end of
that day, UTC) — or put `expires_at:` in a page's frontmatter by
hand. Past the TTL the page disappears from search/recent/briefing
(pass `include_expired: true` to `memory_query` to still see it) and
the next forget sweep hard-deletes the file and its rows. A TTL beats
a pin; `memory_lint` warns about pinned+expiring combos.
- **"This new project has months of history before ai-memory."**
`cd /path/to/my-project && ai-memory bootstrap` collects
`git log`, README, `docs/`, module headers, project rules and
one-shot-summarises them into seed wiki pages. Future sessions
build on top.
- **"What durable lesson did that session teach?"**
When an LLM provider is configured, ai-memory runs a background
auto-improvement scheduler for newly completed sessions in every project. It
records proposed wiki edits in the pending-writes audit trail, then approves
them immediately through the normal wiki write path by default. Scheduler ticks
are non-overlapping: if reviewing all projects takes longer than the interval,
the next tick is delayed until the current one finishes. Scheduling and
approval are separate: set `[auto_improve.scheduler] enabled = false` to stop
automatic review, or set `[auto_improve] require_approval = true` to keep both
scheduled and manual proposals pending for human review. `ai-memory
auto-improve --session-id <uuid>` and MCP `memory_auto_improve` remain
available for manual catch-up or targeted reruns. When its `session_id` is
omitted, the MCP tool selects the newest completed session without a
persisted auto-improvement run, so repeated calls advance past short
preflight-skipped sessions; an explicit ID reruns that session. `ai-memory
auto-improve-report --workspace <w> --project <p>` returns a read-only
telemetry report for recent auto-improvement outcomes without staging or
creating proposals; add `--stage` to create one pending report page for
audit/approval. On deployments that distinguish operators, pending learning
proposals are isolated by qualified operator identity, so one person's
proposal for a page does not block another's; unattributed and single-user
deployments retain the shared pending queue. See
[`docs/auto-improve-eval-gates.md`](docs/auto-improve-eval-gates.md) for
example executable eval scorers.
Existing installs do not need per-project migration. The scheduler initializes
a per-project first-run watermark so historical sessions are not reviewed
automatically on upgrade, then records per-session claims so failed scheduled
reviews do not retry forever; use manual auto-improve for old sessions or
failed scheduled sessions you want to catch up. Older configs may still contain
an `[auto_improve] mode = ...` line; current ai-memory ignores that legacy key,
so you can remove it when convenient.
- **"What housekeeping should I consider?"**
`ai-memory curator` runs a no-LLM, rule-based maintenance report over cold
episodic pages, stale slots, duplicate exact normalized titles, and dangling
cross-project links. It is report-only unless `--stage` is passed; staging
queues one report page for approval and still performs no maintenance actions
itself. Shared servers can opt into `[decay] breadth_weight` to give pages
reinforced by several identified operators a retention bonus; the default
`0.0` leaves existing retention scores unchanged.
- **"Run one ai-memory for the whole household."** Stand the server
up on a homelab box at `0.0.0.0:49374` with a bearer token; every
laptop/desktop talks to it. Per-cwd routing keeps each project's
pages cleanly separated; the `/web` UI is reachable from a
browser anywhere on the LAN.
- **"Audit what landed before sharing with a teammate."** Browse
the wiki at `http://<server>:49374/web` - sign in with username and
password when human auth is on. Per-project tree view,
rendered markdown, supersession chain visible per page.
- **"Undo one bad page edit without rolling back the whole server."**
`ai-memory checkpoints` shows recent wiki commits, then
`ai-memory restore-page --path notes/foo.md --from <rev>` restores that one
markdown file and reindexes it into SQLite. Full `backup` / `restore` is
still the answer for DB-only state such as sessions, observations, handoffs,
users, audit rows, and embeddings.
- **"Drop an experiment, keep the rest."**
`ai-memory purge-project --project experimental --confirm`.
Atomic: that project's DB rows cascade away, its wiki subdir gets
`rm -rf`'d, every sibling project is untouched by construction.