249 Commits

Author SHA1 Message Date
Drew Cain d46c68806e test(mcp): add workspace to write_note expected signature contract
The signature contract test pins exact tool parameters; update it for
the new workspace parameter.

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-12 12:19:56 -05:00
Drew Cain 1d9ff3c94f feat(mcp): add workspace parameter to write_note for parity with edit_note
write_note now accepts workspace= alongside project= and project_id=,
matching the parameter surface and docstring guidance already present in
edit_note. The _compose_workspace_project_route helper is added locally
(mirroring the edit_note pattern) so agents can route writes to same-named
projects across workspaces using workspace/project qualified syntax.

Closes #882

Other write-path tools that share the same gap (move_note, delete_note)
are noted here but left for a separate PR to keep this change focused.

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-12 12:19:56 -05:00
phernandez 0247ef0ead fix(cli): defer FastAPI and app imports out of CLI startup
Every basic-memory CLI invocation paid roughly 2 seconds of module-import
cost before any work started, which blew the Claude Code plugin's
SessionStart hook budget on cold machines (#886). The cost came from
module-level imports that pulled the entire server stack into CLI startup:

- mcp/async_client.py imported FastAPI at module level, so every consumer
  of get_client() loaded FastAPI even for cloud-routed or help-only paths.
- mcp/clients/*.py imported call_* helpers from basic_memory.mcp.tools.utils,
  which executes the whole tools package __init__ — every MCP tool module
  plus fastmcp and the mcp SDK.
- mcp/project_context.py imported fastmcp.Context and ToolError eagerly.
- CLI command modules (tool, ci, schema) imported MCP tool functions at
  module level; db and the import_* commands pulled SQLAlchemy/Alembic and
  the markdown/file-service stack; status/doctor/orphans/command_utils
  imported ToolError (the mcp SDK) and basic_memory.db.
- schemas/base.py imported dateparser (~0.13s) for one helper function.

The fix only defers imports to the point of use (no behavior changes):
FastAPI now loads inside _resolve_local_asgi_database alongside the
existing lazy api.app import, so it is only paid when a request actually
routes through the in-process ASGI transport; the typed clients import
call_* per method; project_context uses PEP 563 annotations with Context
under TYPE_CHECKING; the CLI command modules import their heavy
dependencies inside the command bodies. Tests that patched the old
module-level aliases now patch the source modules instead.

Measured on a warm cache (python -X importtime / wall time):
- import basic_memory.cli.main: 1.92s -> 0.45s
- bm --help: 2.40s -> 0.52s
- bm tool search-notes --help: 2.40s -> 0.86s

A regression test asserts that importing the CLI entry module with full
command registration leaves fastapi, sqlalchemy, alembic, fastmcp, mcp,
basic_memory.api.app, basic_memory.db, basic_memory.markdown,
basic_memory.mcp.tools, and basic_memory.services out of sys.modules.

Fixes #886

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: phernandez <paul@basicmachines.co>
2026-06-12 09:03:08 -05:00
Paul Hernandez 1ad3a350ad fix(mcp): close out the #952 manual verification findings (#981)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 17:59:35 -05:00
Paul Hernandez a148e72f56 feat(plugins): manual-pages flow — manpage seed schema, flow docs, verification fixes (#971)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 16:27:30 -05:00
Drew Cain 33e741fd29 fix(mcp): resolve workspace display names and tenant ids in qualified project routes
The edit_note docstring (and write_note in PR #964) advertise that the
workspace segment of a "workspace/project" route may be a slug, name, or
tenant_id, but resolve_workspace_project_identifier() only matched against
WorkspaceInfo.slug. Cloud routes using a display name or tenant UUID failed
with "Workspace ... was not found" despite the documented contract.

Extend the first-segment matching (only the matching logic; the overall
resolution flow is unchanged) to honor, in priority order:

1. slug (casefold) — unchanged, checked first so working routes keep meaning
2. tenant_id — exact match on the opaque id
3. display name (casefold) — fails fast on collisions, listing candidate slugs

A name that collides with another workspace's slug resolves to the slug owner.
Unknown identifiers raise a not-found error naming the forms that were tried.

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-11 15:28:19 -05:00
Drew Cain c9770375e9 feat(mcp): add title and tags annotations to all MCP tool decorators (issue #826 phase 1)
Adds human-readable `title` and categorization `tags` to all ~24 @mcp.tool
decorators across the MCP tools package. FastMCP 3.3.1 (pinned in pyproject.toml)
supports both fields natively. Tags used: notes, search, projects, cloud, schema,
navigation, canvas, ui.

Extends test_tool_contracts.py with an async test that asserts every registered
tool has a non-empty title and at least one tag to prevent future regressions.

output_schema is explicitly deferred as a follow-up (phase 2): it requires
per-tool design decisions about which tools reliably return structured JSON and
how to handle tools that return str|dict depending on output_format.

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-11 15:21:25 -05:00
Drew Cain 0811c48252 fix(mcp): normalize note_types/entity_types/categories on direct call path and reject non-string list elements
Codex review of PR #962 identified two real issues:

1. CLI bypass: the BeforeValidator(parse_str_list) on note_types, entity_types, and
   categories only fires through MCP/Pydantic validation. The CLI path in
   cli/commands/tool.py calls search_notes() directly, so `bm tool search-notes
   --type note,task` arrived as note_types=["note,task"] and matched nothing.
   Fix: add in-body parse_str_list() normalization for all three params (mirroring
   the existing parse_tags() call for tags on the same code path).

2. Silent stringify: parse_str_list used str(raw) in the list branch, so [42] became
   ["42"] before Pydantic saw it, accepting invalid input as a no-result search
   instead of rejecting it. Fix: guard against non-string list elements and return
   the original value unchanged so Pydantic rejects it with a clear error.

Tests added: annotation-level split tests for note_types/entity_types/categories,
non-string-element rejection tests, async direct-call regression for note_types,
and unit-level parse_str_list non-string list tests in test_coerce.py.

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-11 14:38:24 -05:00
Drew Cain 3ce42de57e test(mcp): narrow read_note return before string assertions for ty
Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-11 13:30:16 -05:00
Drew Cain a143072d35 fix(core): require line-anchored frontmatter fences in file_utils
has_frontmatter(), parse_frontmatter(), and remove_frontmatter() detected
frontmatter by substring/split (`content.startswith("---")` plus
`content.split("---", 2)`) rather than by line-anchored fences. A single-line
string that merely starts with `---` — e.g. `---\nstatus: active\n---\nBody`
where `\n` are literal backslash-n characters, a common CLI/agent input shape —
was misread as frontmatter: yaml parsed `\nstatus` as a key that got merged into
the note's YAML on disk, and the body was silently transformed.

Introduce a shared `_split_frontmatter()` helper that anchors both fences to
their own lines (`^---[ \t]*$`), tolerating leading blank lines so dedented
heredoc-style content still parses. All three public helpers now delegate to it,
preserving existing behavior for valid frontmatter (BOM stripping, empty -> {},
non-dict -> ParseError, and the existing ParseError messages callers assert on).

Closes #972

Co-Authored-By: Claude <noreply@anthropic.com>
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-06-11 13:30:16 -05:00
Paul Hernandez db578ccfdb fix(mcp): recover edit_note when file exists on disk but is not indexed (#934)
Closes #581

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-10 14:04:59 -05:00
Paul Hernandez df485aa5a4 fix(mcp): tighten search_notes tags input and normalize for direct callers (#941)
Refs #910. Follow-up to #932.

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-10 14:04:56 -05:00
Paul Hernandez c4b651f5b0 fix(mcp): accept page/page_size in read_note for parity with sibling tools (#933)
Closes #883

Refs #882

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-10 00:03:22 -05:00
Paul Hernandez ca9a4d9c12 fix(mcp): split comma-separated tags in search_notes tags param (#932)
Closes #910

Signed-off-by: phernandez <paul@basicmemory.com>
2026-06-09 22:23:26 -05:00
Paul Hernandez 480a2d9468 fix(mcp): resolve memory:// in move_note and stop false cross-project rejections (#914)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 22:44:08 -05:00
Paul Hernandez 4fe6fe09c8 feat(core): add observation category filter to search (#908)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 19:57:19 -05:00
Paul Hernandez 5b034f081d fix(core): self-heal corrupt FastEmbed model cache (#900)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:30 -05:00
Paul Hernandez 3ba3a9504d fix(mcp): stop move_note reporting false success across boundaries (#904)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-07 17:37:20 -05:00
Adit Karode 476239d878 feat(cli): add delete-note tool command 2026-06-06 21:41:46 -05:00
DoubleDeeRuffy 20bb19f4cd fix(mcp): resolve write-note overwrite conflicts 2026-06-06 21:41:36 -05:00
phernandez 5365f971ef chore(integrations): consolidate agent packages
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-30 14:16:04 -05:00
Drew Cain f07643d3a8 feat(cli): expose project sync support metadata
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-28 15:00:05 -05:00
Drew Cain b109b7337f fix(mcp): attach local state to one workspace project row (#854)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-26 10:54:44 -05:00
Paul Hernandez 5a34a420c9 fix(mcp): preinitialize local ASGI database (#838)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-25 15:57:00 -05:00
Drew Cain 5ae8a733ea fix(mcp): route mixed local/cloud projects correctly (#837)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-23 11:31:13 -05:00
Paul Hernandez 9e3fe26a83 fix(core): purge SQLite search_index on project delete (#832)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-16 16:47:24 -05:00
Paul Hernandez 4cba7ba01c fix(core): parse prose wikilinks as inline links (#824)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-14 11:43:11 -05:00
Drew Cain 8eeec64e28 fix: basic-memory project list does not list projects from all workspaces (#822)
Signed-off-by: Drew Cain <groksrc@gmail.com>
2026-05-14 09:46:02 -05:00
Paul Hernandez c6fa185bf3 fix(mcp): route edit_note workspace-qualified permalinks (#813)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 12:56:26 -05:00
Paul Hernandez 415c2b3d6e feat(cli): add orphan entity command (#816)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-11 12:13:14 -05:00
Paul Hernandez df5e8d805f fix(mcp): centralize workspace permalink routing (#808)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 16:44:57 -05:00
Paul Hernandez 831dc1ecdc fix(mcp): make multi-project search opt-in (#807)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 12:54:20 -05:00
Paul Hernandez 7918e5c6bf fix(mcp): preserve workspace paths in build_context (#801)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 09:53:54 -05:00
Paul Hernandez f312341020 fix(mcp): add workspace routing to delete_project (#803)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-08 09:48:51 -05:00
Drew Cain 3415fd1014 fix(core): parse picoschema modifier descriptions (#796)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-05-06 12:21:35 -05:00
Paul Hernandez a661e924df feat(mcp): create projects by workspace slug (#789)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-03 19:31:55 -05:00
Paul Hernandez 05adda1502 fix(mcp): route workspace-qualified memory urls (#790)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-03 18:18:10 -05:00
Drew Cain 0a72d81bb3 fix(mcp): cap recent_activity rows with explicit truncation footer (#785)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 17:43:42 -05:00
Paul Hernandez b4bf14ebf7 fix(mcp): list factory projects across workspaces (#778)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-05-02 09:17:25 -05:00
Paul Hernandez 0b335476d6 fix(mcp): resolve projects by external_id, remove workspace from MCP tools (#777)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-05-01 05:15:44 -05:00
Paul Hernandez 799dd6c629 fix(mcp): remove no-op pagination params from read_note and view_note (#768)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-28 23:05:14 -05:00
Paul Hernandez f3e46d7984 feat(mcp): discover projects across workspaces (#757)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-18 14:04:57 -05:00
jope-bm 56d6f1b4a5 fix(mcp): report cloud projects as source=cloud in factory mode (#752)
Signed-off-by: Joe P <joe@basicmemory.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-18 11:10:20 -06:00
Paul Hernandez 1b39062ecd refactor(core): rip telemetry wrappers, use logfire directly (#754)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 13:58:19 -05:00
Paul Hernandez 4e53bb83fd refactor(core): simplify note write flow (#739)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-15 17:56:27 -05:00
phernandez 8f2b25f0e0 test(core): stabilize postgres fixtures
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-13 14:25:26 -05:00
Paul Hernandez 052545b661 chore(core): make ty the default typechecker (#736)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-13 10:34:01 -05:00
Drew Cain b3403e96b3 fix: add workspace routing to cloud upload and API client (#704)
Signed-off-by: Drew Cain <groksrc@gmail.com>
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: phernandez <paul@basicmachines.co>
2026-04-06 18:18:40 -05:00
Paul Hernandez fe04a0b2a2 fix(mcp): pass workspace parameter through client factory (#722)
Signed-off-by: phernandez <paul@basicmachines.co>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-06 16:57:37 -05:00
Paul Hernandez e6b98a15c7 fix(cli): propagate cloud workspace routing and incremental sync (#712)
Signed-off-by: phernandez <paul@basicmachines.co>
2026-04-03 14:25:02 -05:00