chore: update version to 0.18.2 for v0.18.2 release

Signed-off-by: phernandez <paul@basicmachines.co>
fix: remove unused TIGRIS_CONSISTENCY_HEADERS import
2026-06-21 13:47:35 +00:00 · 2026-02-11 22:33:56 -06:00 · 2026-02-11 22:33:36 -06:00 · 2026-02-11 22:33:10 -06:00 · 2026-02-11 22:32:50 -06:00
460 changed files with 5200 additions and 54572 deletions
@@ -1,3 +1,5 @@
 {
-  "enabledPlugins": {}
+  "enabledPlugins": {
+    "basic-memory@basicmachines": true
+  }
 }
@@ -1,37 +1,53 @@
 name: Tests

-concurrency:
-  group: bm-ci-${{ github.workflow }}-${{ github.repository }}-${{ github.head_ref || github.ref }}
-  cancel-in-progress: true
-
 on:
  push:
    branches: [ "main" ]
  pull_request:
    branches: [ "main" ]
+  # pull_request_target runs on the BASE of the PR, not the merge result.
+  # It has write permissions and access to secrets.
+  # It's useful for PRs from forks or automated PRs but requires careful use for security reasons.
+  # See: https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#pull_request_target
+  pull_request_target:
+    branches: [ "main" ]

 jobs:
-  static-checks:
-    name: Static Checks (Python 3.12)
-    timeout-minutes: 20
-    runs-on: ubuntu-latest
+  test-sqlite:
+    name: Test SQLite (${{ matrix.os }}, Python ${{ matrix.python-version }})
+    strategy:
+      fail-fast: false
+      matrix:
+        os: [ubuntu-latest, windows-latest]
+        python-version: [ "3.12", "3.13", "3.14" ]
+    runs-on: ${{ matrix.os }}

    steps:
      - uses: actions/checkout@v4
        with:
          submodules: true

-      - name: Set up Python 3.12
+      - name: Set up Python ${{ matrix.python-version }}
        uses: actions/setup-python@v4
        with:
-          python-version: "3.12"
-          cache: "pip"
+          python-version: ${{ matrix.python-version }}
+          cache: 'pip'

      - name: Install uv
        run: |
          pip install uv

-      - uses: extractions/setup-just@v3
+      - name: Install just (Linux/macOS)
+        if: runner.os != 'Windows'
+        run: |
+          curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin
+
+      - name: Install just (Windows)
+        if: runner.os == 'Windows'
+        run: |
+          # Install just using Chocolatey (pre-installed on GitHub Actions Windows runners)
+          choco install just --yes
+        shell: pwsh

      - name: Create virtual env
        run: |
@@ -39,7 +55,7 @@ jobs:

      - name: Install dependencies
        run: |
-          uv pip install -e ".[dev]"
+          uv pip install -e .[dev]

      - name: Run type checks
        run: |
@@ -49,111 +65,17 @@ jobs:
        run: |
          just lint

-  test-sqlite-unit:
-    name: Test SQLite Unit (${{ matrix.os }}, Python ${{ matrix.python-version }})
-    timeout-minutes: 30
-    needs: [static-checks]
+      - name: Run tests (SQLite)
+        run: |
+          uv pip install pytest pytest-cov
+          just test-sqlite
+
+  test-postgres:
+    name: Test Postgres (Python ${{ matrix.python-version }})
    strategy:
      fail-fast: false
      matrix:
-        include:
-          - os: ubuntu-latest
-            python-version: "3.12"
-          - os: ubuntu-latest
-            python-version: "3.13"
-          - os: ubuntu-latest
-            python-version: "3.14"
-          - os: windows-latest
-            python-version: "3.12"
-    runs-on: ${{ matrix.os }}
-
-    steps:
-      - uses: actions/checkout@v4
-        with:
-          submodules: true
-
-      - name: Set up Python ${{ matrix.python-version }}
-        uses: actions/setup-python@v4
-        with:
-          python-version: ${{ matrix.python-version }}
-          cache: 'pip'
-
-      - name: Install uv
-        run: |
-          pip install uv
-
-      - uses: extractions/setup-just@v3
-
-      - name: Create virtual env
-        run: |
-          uv venv
-
-      - name: Install dependencies
-        run: |
-          uv pip install -e ".[dev]"
-
-      - name: Run tests
-        run: |
-          just test-unit-sqlite
-
-  test-sqlite-integration:
-    name: Test SQLite Integration (${{ matrix.os }}, Python ${{ matrix.python-version }})
-    timeout-minutes: 45
-    needs: [static-checks]
-    strategy:
-      fail-fast: false
-      matrix:
-        include:
-          - os: ubuntu-latest
-            python-version: "3.12"
-          - os: ubuntu-latest
-            python-version: "3.13"
-          - os: ubuntu-latest
-            python-version: "3.14"
-          - os: windows-latest
-            python-version: "3.12"
-    runs-on: ${{ matrix.os }}
-
-    steps:
-      - uses: actions/checkout@v4
-        with:
-          submodules: true
-
-      - name: Set up Python ${{ matrix.python-version }}
-        uses: actions/setup-python@v4
-        with:
-          python-version: ${{ matrix.python-version }}
-          cache: 'pip'
-
-      - name: Install uv
-        run: |
-          pip install uv
-
-      - uses: extractions/setup-just@v3
-
-      - name: Create virtual env
-        run: |
-          uv venv
-
-      - name: Install dependencies
-        run: |
-          uv pip install -e ".[dev]"
-
-      - name: Run tests
-        run: |
-          just test-int-sqlite
-
-  test-postgres-unit:
-    name: Test Postgres Unit (Python ${{ matrix.python-version }})
-    timeout-minutes: 30
-    needs: [static-checks]
-    strategy:
-      fail-fast: false
-      matrix:
-        include:
-          - python-version: "3.12"
-          - python-version: "3.13"
-          - python-version: "3.14"
+        python-version: [ "3.12", "3.13", "3.14" ]
    runs-on: ubuntu-latest

    # Note: No services section needed - testcontainers handles Postgres in Docker
@@ -173,7 +95,9 @@ jobs:
        run: |
          pip install uv

-      - uses: extractions/setup-just@v3
+      - name: Install just
+        run: |
+          curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin

      - name: Create virtual env
        run: |
@@ -181,60 +105,15 @@ jobs:

      - name: Install dependencies
        run: |
-          uv pip install -e ".[dev]"
+          uv pip install -e .[dev]

-      - name: Run tests
+      - name: Run tests (Postgres via testcontainers)
        run: |
-          just test-unit-postgres
+          uv pip install pytest pytest-cov
+          just test-postgres

-  test-postgres-integration:
-    name: Test Postgres Integration (Python ${{ matrix.python-version }})
-    timeout-minutes: 45
-    needs: [static-checks]
-    strategy:
-      fail-fast: false
-      matrix:
-        include:
-          - python-version: "3.12"
-          - python-version: "3.13"
-          - python-version: "3.14"
-    runs-on: ubuntu-latest
-
-    # Note: No services section needed - testcontainers handles Postgres in Docker
-
-    steps:
-      - uses: actions/checkout@v4
-        with:
-          submodules: true
-
-      - name: Set up Python ${{ matrix.python-version }}
-        uses: actions/setup-python@v4
-        with:
-          python-version: ${{ matrix.python-version }}
-          cache: 'pip'
-
-      - name: Install uv
-        run: |
-          pip install uv
-
-      - uses: extractions/setup-just@v3
-
-      - name: Create virtual env
-        run: |
-          uv venv
-
-      - name: Install dependencies
-        run: |
-          uv pip install -e ".[dev]"
-
-      - name: Run tests
-        run: |
-          just test-int-postgres
-
-  test-semantic:
-    name: Test Semantic (Python 3.12)
-    timeout-minutes: 45
-    needs: [static-checks]
+  coverage:
+    name: Coverage Summary (combined, Python 3.12)
    runs-on: ubuntu-latest

    steps:
@@ -252,7 +131,9 @@ jobs:
        run: |
          pip install uv

-      - uses: extractions/setup-just@v3
+      - name: Install just
+        run: |
+          curl --proto '=https' --tlsv1.2 -sSf https://just.systems/install.sh | bash -s -- --to /usr/local/bin

      - name: Create virtual env
        run: |
@@ -260,8 +141,27 @@ jobs:

      - name: Install dependencies
        run: |
-          uv pip install -e ".[dev]"
+          uv pip install -e .[dev]

-      - name: Run tests
+      - name: Run combined coverage (SQLite + Postgres)
        run: |
-          just test-semantic
+          uv pip install pytest pytest-cov
+          just coverage
+
+      - name: Add coverage report to job summary
+        if: always()
+        run: |
+          {
+            echo "## Coverage"
+            echo ""
+            echo '```'
+            uv run coverage report -m
+            echo '```'
+          } >> "$GITHUB_STEP_SUMMARY"
+
+      - name: Upload HTML coverage report
+        if: always()
+        uses: actions/upload-artifact@v4
+        with:
+          name: htmlcov
+          path: htmlcov/
@@ -57,4 +57,3 @@ claude-output
 .mcp.json
 .mcpregistry_*
 /.testmondata
-.benchmarks/
@@ -31,7 +31,6 @@ See the [README.md](README.md) file for a project overview.
 - Run benchmarks: `pytest test-int/test_sync_performance_benchmark.py -v -m "benchmark and not slow"`
 - Lint: `just lint` or `ruff check . --fix`
 - Type check: `just typecheck` or `uv run pyright`
- Type check (supplemental): `just typecheck-ty` or `uv run ty check src/`
 - Format: `just format` or `uv run ruff format .`
 - Run all code checks: `just check` (runs lint, format, typecheck, test)
 - Create db migration: `just migration "Your migration message"`
@@ -190,46 +189,27 @@ Flow: MCP Tool → Typed Client → HTTP API → Router → Service → Reposito

 ### Async Client Pattern (Important!)

-**MCP tools use `get_project_client()` for per-project routing:**
-
-```python
-from basic_memory.mcp.project_context import get_project_client
-
-@mcp.tool()
-async def my_tool(project: str | None = None, context: Context | None = None):
-    async with get_project_client(project, context) as (client, active_project):
-        # client is routed based on project's mode (local ASGI or cloud HTTP)
-        response = await call_get(client, "/path")
-        return response
-```
-
-**CLI commands and non-project-scoped code use `get_client()` directly:**
+**All MCP tools and CLI commands use the context manager pattern for HTTP clients:**

 ```python
 from basic_memory.mcp.async_client import get_client

-async def my_cli_command():
+async def my_mcp_tool():
    async with get_client() as client:
+        # Use client for API calls
        response = await call_get(client, "/path")
        return response
-
-# Per-project routing (when project name is known):
-async with get_client(project_name="research") as client:
-    ...
 ```

 **Do NOT use:**
 - ❌ `from basic_memory.mcp.async_client import client` (deprecated module-level client)
 - ❌ Manual auth header management
 - ❌ `inject_auth_header()` (deleted)
- ❌ Separate `get_client()` + `get_active_project()` in MCP tools (use `get_project_client()` instead)

 **Key principles:**
 - Auth happens at client creation, not per-request
 - Proper resource management via context managers
- Per-project routing: each project can be LOCAL or CLOUD independently
- Cloud projects use API key (`cloud_api_key` in config) as Bearer token
- Routing priority: factory injection > force-local > per-project cloud > global cloud > local ASGI
+- Supports three modes: Local (ASGI), CLI cloud (HTTP + auth), Cloud app (factory injection)
 - Factory pattern enables dependency injection for cloud consolidation

 **For cloud app integration:**
@@ -270,19 +250,15 @@ See SPEC-16 for full context manager refactor details.
 - List projects: `basic-memory project list`
 - Add project: `basic-memory project add "name" ~/path`
 - Project info: `basic-memory project info`
- Set cloud mode: `basic-memory project set-cloud "name"`
- Set local mode: `basic-memory project set-local "name"`
 - One-way sync (local -> cloud): `basic-memory project sync`
 - Bidirectional sync: `basic-memory project bisync`
 - Integrity check: `basic-memory project check`

 **Cloud Commands (requires subscription):**
- Authenticate (global): `basic-memory cloud login`
- Logout (global): `basic-memory cloud logout`
+- Authenticate: `basic-memory cloud login`
+- Logout: `basic-memory cloud logout`
 - Check cloud status: `basic-memory cloud status`
 - Setup cloud sync: `basic-memory cloud setup`
- Save API key: `basic-memory cloud set-key bmc_...`
- Create API key: `basic-memory cloud create-key "name"`
 - Manage snapshots: `basic-memory cloud snapshot [create|list|delete|show|browse]`
 - Restore from snapshot: `basic-memory cloud restore <path> --snapshot <id>`

@@ -353,22 +329,9 @@ Basic Memory now supports cloud synchronization and storage (requires active sub
 - Background relation resolution (non-blocking startup)
 - API performance optimizations (SPEC-11)

-**Per-Project Cloud Routing:**
+**CLI Routing Flags:**

-Individual projects can be routed through the cloud while others stay local, using an API key:
-
-```bash
-# Save API key and set project to cloud mode
-basic-memory cloud set-key bmc_abc123...
-basic-memory project set-cloud research    # route through cloud
-basic-memory project set-local research    # revert to local
-```
-
-MCP tools use `get_project_client()` which automatically routes based on the project's mode. Cloud projects use the `cloud_api_key` from config as Bearer token.
-
-**CLI Routing Flags (Global Cloud Mode):**
-
-When global cloud mode is enabled, CLI commands route to the cloud API by default. Use `--local` and `--cloud` flags to override:
+When cloud mode is enabled, CLI commands route to the cloud API by default. Use `--local` and `--cloud` flags to override:

 ```bash
 # Force local routing (ignore cloud mode)
@@ -385,7 +348,6 @@ Key behaviors:
 - This allows simultaneous use of local Claude Desktop and cloud-based clients
 - Some commands (like `project default`, `project sync-config`, `project move`) require `--local` in cloud mode since they modify local configuration
 - Environment variable `BASIC_MEMORY_FORCE_LOCAL=true` forces local routing globally
- Per-project cloud routing via API key works independently of global cloud mode

 ## AI-Human Collaborative Development

@@ -1,201 +1,5 @@
 # CHANGELOG

-## Unreleased
-
-## v0.20.0 (2026-03-10)
-
-### Features
-
- **#643**: Default-on auto-update system and `bm update` command
-  - Automatic background update checks for CLI installs (uv tool, Homebrew)
-  - Install-source detection (homebrew, uv_tool, uvx, unknown) with uvx skip behavior
-  - Periodic check gating via `auto_update_last_checked_at` + `update_check_interval` config
-  - Manager-specific update flows: Homebrew (`brew upgrade`) and uv tool (`uv tool upgrade`)
-  - Silent, non-blocking MCP behavior via daemon thread before server run
-  - Manual commands: `bm update` (force check + apply) and `bm update --check` (check only)
-  - New config fields: `auto_update`, `update_check_interval`, `auto_update_last_checked_at`
-
-## v0.19.2 (2026-03-09)
-
-### Bug Fixes
-
- **#657**: Coerce string params to list/dict in MCP tools
-  - MCP clients that serialize `list`/`dict` arguments as JSON strings no longer fail Pydantic validation
-  - Adds `BeforeValidator` coercion to `search_notes` (`entity_types`, `note_types`, `tags`, `metadata_filters`), `write_note` (`metadata`), and `canvas` (`nodes`, `edges`)
- **#655**: Handle SQLite and Windows semantic search regressions
-  - Fix embedding status query for non-semantic SQLite databases
-  - Windows-safe log file rotation with per-process log filenames
-  - Robust `setup_logging` that handles all environments cleanly
-
-## v0.19.1 (2026-03-08)
-
-### Bug Fixes
-
- **#649**: Enforce strict entity resolution in destructive MCP tools (`edit_note`, `move_note`, `delete_note`)
-  - Prevents fuzzy-match fallback from silently editing/moving/deleting the wrong note
-  - DST-related timeframe validation fix (round instead of truncate days)
-
-### Features
-
- **#648**: Add `insert_before_section` and `insert_after_section` edit operations
- Add `GET /knowledge/graph` endpoint for full graph visualization
-
-### Dependencies
-
- Bump authlib from 1.6.6 to 1.6.7
-
-## v0.19.0 (2026-03-07)
-
-### Highlights
-
- **Semantic vector search** for SQLite and Postgres with FastEmbed embeddings
- **Schema system** for validating and inferring knowledge base structure
- **Per-project cloud routing** with API key authentication
- **Upgraded to FastMCP 3.0** with tool annotations
- **CLI overhaul** with JSON output, workspace awareness, and project dashboard
-
-### Features
-
- **#550**: Add semantic vector search for SQLite and Postgres
-  - FastEmbed-based embeddings with automatic backfill
-  - Hybrid search combining full-text and vector similarity
-  - Score-based fusion replacing RRF for better ranking
-  - `min_similarity` override for tuning search precision
-  - Semantic dependencies are now default, with optional extras fallback
-
- **#549**: Schema system for Basic Memory
-  - `schema_infer` — infer schema from existing notes
-  - `schema_validate` — validate notes against a schema definition
-  - `schema_diff` — compare schemas across projects
-  - Frontmatter validation support (#597)
-  - Read schema definitions from file instead of stale DB metadata (#635)
-
- **#555**: Per-project local/cloud routing with API key auth
-  - Individual projects route through cloud while others stay local
-  - `basic-memory cloud set-key` and `basic-memory project set-cloud/set-local`
-  - Stdio MCP honors per-project cloud routing (#590)
-
- **#598**: Upgrade FastMCP 2.12.3 to 3.0.1 with tool annotations
-
- **#585**: Add JSON output mode for MCP tools (default text)
-  - `--json` output for CLI commands for scripting and CI
-
- **#576**: Add workspace selection flow for MCP and CLI
-  - Workspace-aware cloud project listing
-  - CLI refactoring for workspace support
-
- **#544**: Project-prefixed permalinks and memory URL routing
-
- **#632**: Add overwrite guard to `write_note` tool
-
- **#614**: `edit_note` append/prepend auto-creates note if not found
-
- **#609**: Richer content context in search results
-  - Return matched chunk text in search results (#601)
-  - Improved content hit rate
-
- **#602**: Add `created_by` and `last_updated_by` user tracking to Entity
-
- **#600**: Rename `entity_type` to `note_type` across codebase
-
- **#574**: Add `display_name` and `is_private` to ProjectItem
-
- **#569**: Expose `external_id` in EntityResponse and link resolver
-
- **#567**: Isolate default SQLite DB by config dir
-
- **#560**: Enable `default_project_mode` by default
-
- **#559**: Add `basic-memory watch` CLI command
-
- **#546**: Add cloud discovery touchpoints to CLI and MCP
-
- **#572**: CLI analytics via Umami event collector
-
- Replace project info with htop-inspired dashboard
-
- Merge `search_by_metadata` into `search_notes` with optional query
-
- Add `--strip-frontmatter` to `basic-memory tool read-note`
-
- Add `destination_folder` parameter to `move_note` tool
-
-### Bug Fixes
-
- **#644**: Fix default project resolution in cloud mode
-  - ChatGPT search/fetch tools broken in cloud mode
-  - `resolve_project_parameter` falls back to projects API
-
- **#638**: Restore API backward compatibility for v0.18.x clients
-
- **#637**: Create backup before config migration overwrites old format
-
- **#636**: `list_workspaces` bypasses factory pattern on cloud MCP server
-
- **#631**: `build_context` related_results schema validation failure
-
- **#613**: Reduce excessive log volume by demoting per-request noise to DEBUG
-
- **#612**: Handle quoted picoschema enum strings in YAML frontmatter
-
- **#607**: Guard against closed streams in promo and missing vector tables
-
- **#606**: Accept null for `expected_replacements` in `edit_note`
-
- **#595**: `recent_activity` dedup and pagination across MCP tools
-
- **#593**: Backend-specific distance-to-similarity conversion
-
- **#582**: Use LinkResolver fallback in `build_context` for flexible identifier matching
-
- **#577**: Replace RRF with score-based fusion in hybrid search
-
- **#575**: Remove hardcoded "main" default from `default_project`
-
- **#534**: Speed up `bm --version` startup
-
- Fix semantic embeddings not generated on fresh DB or upgrade
-
- Clarify `search_notes` parameter naming and fix `note_types` case sensitivity
-
- Parse `tag:` prefix at MCP tool level to avoid hybrid search failure
-
- Cap sqlite-vec knn k parameter at 4096 limit
-
- Parameterize SQL queries in search repository type filters
-
- Coerce list frontmatter values to strings for title and type fields
-
- Avoid `Post(**metadata)` crash when frontmatter contains 'content' or 'handler' keys
-
- Upgrade cryptography and python-multipart for security advisories
-
-### Internal
-
- **#594**: Add `ty` as supplemental type checker
- Batched vector sync orchestration across repositories
- FastEmbed parallel guardrails and provider caching
- Improved cloud CLI status and error messages
- CI coverage and Postgres test fixes
-
-## v0.18.5 (2026-02-13)
-
-### Bug Fixes
-
- Strip NUL bytes from content before PostgreSQL search indexing
-  ([`ec9b2c4`](https://github.com/basicmachines-co/basic-memory/commit/ec9b2c4))
-
-## v0.18.4 (2026-02-12)
-
-### Bug Fixes
-
- Use global `--header` flag for Tigris consistency on all rclone transactions
-  ([`0eae0e1`](https://github.com/basicmachines-co/basic-memory/commit/0eae0e1))
-  - `--header-download` / `--header-upload` only apply to GET/PUT requests, missing S3
-    ListObjectsV2 calls that bisync issues first. Non-US users saw stale edge-cached metadata.
-  - `--header` applies to ALL HTTP transactions (list, download, upload), fixing bisync for
-    users outside the Tigris origin region.
-
 ## v0.18.2 (2026-02-11)

 ### Bug Fixes
@@ -1,494 +0,0 @@
-# Note Format Reference
-
-Every document in Basic Memory is a plain Markdown file. Files are the source of truth — changes to files automatically update the knowledge graph in the database. You maintain complete ownership, files work with git, and knowledge persists independently of any AI conversation.
-
-## Document Structure
-
-A note has three parts: YAML frontmatter, content (observations), and relations.
-
-```markdown
---
-title: Coffee Brewing Methods
-type: note
-tags: [coffee, brewing]
-permalink: coffee-brewing-methods
---
-
-# Coffee Brewing Methods
-
-## Observations
- [method] Pour over provides more flavor clarity than French press
- [technique] Water temperature at 205°F extracts optimal compounds #brewing
- [preference] Ethiopian beans work well with lighter roasts (personal experience)
-
-## Relations
- relates_to [[Coffee Bean Origins]]
- requires [[Proper Grinding Technique]]
- contrasts_with [[Tea Brewing Methods]]
-```
-
-The `## Observations` and `## Relations` headings are conventional but not required — the parser detects observations and relations by their syntax patterns anywhere in the document.
-
-## Frontmatter
-
-YAML metadata between `---` fences at the top of the file.
-
-| Field | Required | Default | Description |
-|-------|----------|---------|-------------|
-| `title` | No | filename stem | Used for linking and references. Auto-set from filename if missing. |
-| `type` | No | `note` | Entity type. Used for schema resolution and filtering. |
-| `tags` | No | `[]` | List or comma-separated string. Used for organization and search. |
-| `permalink` | No | generated from title | Stable identifier. Persists even if the file moves. |
-| `schema` | No | none | Schema attachment — dict (inline), string (reference), or omitted (implicit). |
-
-Custom fields are allowed. Any key not in the standard set is stored as `entity_metadata` and indexed for search and filtering.
-
-```yaml
---
-title: Paul Graham
-type: Person
-tags: [startups, essays, lisp]
-permalink: paul-graham
-status: active
-source: wikipedia
---
-```
-
-Here `status` and `source` are custom fields stored in `entity_metadata`.
-
-### Frontmatter Value Handling
-
-YAML automatically converts some values to native types. Basic Memory normalizes them:
-
- Date strings (`2025-10-24`) → kept as ISO format strings
- Numbers (`1.0`) → converted to strings
- Booleans (`true`) → converted to strings (`"True"`)
- Lists and dicts → preserved, items normalized recursively
-
-This prevents errors when downstream code expects string values.
-
-## Observations
-
-An observation is a categorized fact about the entity. Written as a Markdown list item.
-
-**Syntax:**
-
-```
- [category] content text #tag1 #tag2 (context)
-```
-
-| Part | Required | Description |
-|------|----------|-------------|
-| `[category]` | Yes | Classification in square brackets. Any text except `[]()` chars. |
-| content | Yes | The fact or statement. |
-| `#tags` | No | Inline tags. Space-separated, each starting with `#`. |
-| `(context)` | No | Parenthesized text at end of line. Supporting details or source. |
-
-### Examples
-
-```markdown
- [tech] Uses SQLite for storage #database
- [design] Follows local-first architecture #architecture
- [decision] Selected bcrypt for passwords #security (based on OWASP audit)
- [name] Paul Graham
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
-```
-
-Array-like fields use repeated categories — multiple `[expertise]` observations above.
-
-### What Is Not an Observation
-
-The parser excludes these list item patterns:
-
-| Pattern | Example | Reason |
-|---------|---------|--------|
-| Checkboxes | `- [ ] Todo item`, `- [x] Done`, `- [-] Cancelled` | Task list syntax |
-| Markdown links | `- [text](url)` | URL link syntax |
-| Bare wiki links | `- [[Target]]` | Treated as a relation instead |
-
-A list item with `#tags` but no `[category]` is still parsed — the tags are extracted and the category defaults to `Note`.
-
-## Relations
-
-Relations connect documents to form the knowledge graph. There are two kinds.
-
-### Explicit Relations
-
-Written as list items with a relation type and a `[[wiki link]]` target.
-
-**Syntax:**
-
-```
- relation_type [[Target Entity]] (context)
-```
-
-| Part | Required | Description |
-|------|----------|-------------|
-| `relation_type` | No | Text before `[[`. Defaults to `relates_to` if omitted. |
-| `[[Target]]` | Yes | Wiki link to the target entity. Matched by title or permalink. |
-| `(context)` | No | Parenthesized text after `]]`. Supporting details. |
-
-### Examples
-
-```markdown
- implements [[Search Design]]
- depends_on [[Database Schema]]
- works_at [[Y Combinator]] (co-founder)
- [[Some Entity]]
-```
-
-The last example — a bare `[[wiki link]]` in a list item — gets relation type `relates_to`.
-
-Common relation types:
- `implements`, `depends_on`, `relates_to`, `inspired_by`
- `extends`, `part_of`, `contains`, `pairs_with`
- `works_at`, `authored`, `collaborated_with`
-
-Any text works as a relation type. These are conventions, not a fixed set.
-
-### Inline References
-
-Wiki links appearing in regular prose (not as list items) create implicit `links_to` relations.
-
-```markdown
-This builds on [[Core Design]] and uses [[Utility Functions]].
-```
-
-This creates two relations: `links_to [[Core Design]]` and `links_to [[Utility Functions]]`.
-
-### Forward References
-
-Relations can link to entities that don't exist yet. Basic Memory resolves them when the target is created.
-
-## Permalinks and memory:// URLs
-
-Every document has a unique **permalink** — a stable identifier derived from its title. You can set one explicitly in frontmatter, or let the system generate it.
-
-```yaml
-permalink: auth-approaches-2024
-```
-
-Permalinks form the basis of `memory://` URLs:
-
-```
-memory://auth-approaches-2024        # By permalink
-memory://Authentication Approaches   # By title (auto-resolves)
-memory://project/auth-approaches     # By path
-```
-
-Pattern matching is supported:
-
-```
-memory://auth*                       # Starts with "auth"
-memory://*/approaches                # Ends with "approaches"
-memory://project/*/requirements      # Nested wildcard
-```
-
-## Schemas
-
-Schemas declare the expected structure of a note — which observation categories and relation types a well-formed note should have. They use Picoschema, a compact notation from Google's Dotprompt that fits naturally in YAML frontmatter.
-
-### Picoschema Syntax
-
-```yaml
-schema:
-  name: string, full name              # required field with description
-  email?: string, contact email        # ? = optional
-  role?: string, job title
-  works_at?: Organization, employer    # capitalized type = entity reference
-  tags?(array): string, categories     # array of type
-  status?(enum): [active, inactive]    # enum with allowed values
-  metadata?(object):                   # nested object
-    updated_at?: string
-    source?: string
-```
-
-| Notation | Meaning | Example |
-|----------|---------|---------|
-| `field: type` | Required field | `name: string` |
-| `field?: type` | Optional field | `role?: string` |
-| `field(array): type` | Array of values | `expertise(array): string` |
-| `field?(enum): [vals]` | Enum with allowed values | `status?(enum): [active, inactive]` |
-| `field?(object):` | Nested object with sub-fields | `metadata?(object):` |
-| `, description` | Description after comma | `name: string, full name` |
-| `EntityName` | Capitalized type = entity reference | `works_at?: Organization` |
-
-**Scalar types:** `string`, `integer`, `number`, `boolean`, `any`
-
-Any type not in that set whose first letter is uppercase is treated as an entity reference (a relation target).
-
-### Schema-to-Note Mapping
-
-Schemas validate against existing observation/relation syntax. Note authors don't learn new syntax.
-
-| Schema Declaration | Maps To | Example in Note |
-|--------------------|---------|-----------------|
-| `field: string` | Observation `[field] value` | `- [name] Paul Graham` |
-| `field?(array): string` | Multiple `[field]` observations | `- [expertise] Lisp` (repeated) |
-| `field?: EntityType` | Relation `field [[Target]]` | `- works_at [[Y Combinator]]` |
-| `field?(array): EntityType` | Multiple `field` relations | `- authored [[Book]]` (repeated) |
-| `tags` | Frontmatter `tags` array | `tags: [startups, essays]` |
-| `field?(enum): [vals]` | Observation `[field] value` where value is in the set | `- [status] active` |
-
-Observations and relations not covered by the schema are valid — schemas describe a subset, not a straitjacket.
-
-### Schema Attachment
-
-Three ways to attach a schema to a note, resolved in priority order:
-
-**1. Inline schema** — `schema` is a dict in frontmatter:
-
-```yaml
---
-title: Team Standup 2024-01-15
-type: meeting
-schema:
-  attendees(array): string, who was there
-  decisions(array): string, what was decided
-  action_items(array): string, follow-ups
-  blockers?(array): string, anything stuck
---
-```
-
-Good for one-off structured notes or prototyping a schema before extracting it.
-
-**2. Explicit reference** — `schema` is a string naming a schema note:
-
-```yaml
---
-title: Basic Memory
-schema: SoftwareProject
---
-```
-
-or by permalink:
-
-```yaml
---
-title: LLM Memory Patterns
-schema: schema/research-project
---
-```
-
-Use when the note's `type` differs from the schema it should validate against, or when multiple schema variants exist.
-
-**3. Implicit by type** — no `schema` field, resolved by matching `type`:
-
-```yaml
---
-title: Paul Graham
-type: Person
---
-```
-
-The system looks up a schema note where `entity: Person`. If found, it applies. If not, no validation occurs.
-
-**4. No schema** — perfectly fine. Most notes don't need one.
-
-### Schema Notes
-
-A schema is itself a Basic Memory note with `type: schema`. It lives anywhere (though `schema/` is the conventional directory).
-
-```yaml
-# schema/Person.md
---
-title: Person
-type: schema
-entity: Person
-version: 1
-schema:
-  name: string, full name
-  role?: string, job title or position
-  works_at?: Organization, employer
-  expertise?(array): string, areas of knowledge
-  email?: string, contact email
-settings:
-  validation: warn
---
-
-# Person
-
-A human individual in the knowledge graph.
-```
-
-| Field | Required | Description |
-|-------|----------|-------------|
-| `type` | Yes | Must be `schema` |
-| `entity` | Yes | The entity type this schema describes (e.g., `Person`) |
-| `version` | No | Schema version number (default: `1`) |
-| `schema` | Yes | Picoschema dict defining the fields |
-| `settings.validation` | No | Validation mode (default: `warn`) |
-
-Schema notes are regular notes — they show up in search, can have observations and relations, and participate in the knowledge graph.
-
-### Validation Modes
-
-| Mode | Behavior |
-|------|----------|
-| `warn` | Warnings in output, doesn't block (default) |
-| `strict` | Errors that block sync, for CI/CD enforcement |
-| `off` | No validation |
-
-### Validation Output
-
-```
-$ bm schema validate people/ada-lovelace.md
-
-⚠ Person schema validation:
-  - Missing required field: name (expected [name] observation)
-  - Missing optional field: role
-  - Missing optional field: works_at (no relation found)
-
-ℹ Unmatched observations: [fact] ×2, [born] ×1
-ℹ Unmatched relations: collaborated_with
-```
-
-"Unmatched" items are informational — observations and relations the schema doesn't cover.
-
-### Schema Inference
-
-Generate schemas from existing notes by analyzing observation and relation frequency:
-
-```
-$ bm schema infer Person
-
-Analyzing 30 notes with type: Person...
-
-Observations found:
-  [name]        30/30  100%  → name: string
-  [role]        27/30   90%  → role?: string
-  [expertise]   18/30   60%  → expertise?(array): string
-  [email]        8/30   27%  → email?: string
-
-Relations found:
-  works_at      22/30   73%  → works_at?: Organization
-
-Suggested schema:
-  name: string, full name
-  role?: string, job title
-  expertise?(array): string, areas of knowledge
-  email?: string, contact email
-  works_at?: Organization, employer
-
-Save to schema/Person.md? [y/n]
-```
-
-Frequency thresholds:
- **100% present** → required field
- **25%+ present** → optional field
- **Below 25%** → excluded from suggestion
-
-### Schema Drift Detection
-
-Track how usage patterns shift over time:
-
-```
-$ bm schema diff Person
-
-Schema drift detected:
-
-+ expertise: now in 81% of notes (was 12%)
- department: dropped to 3% of notes
-~ works_at: cardinality changed (one → many)
-
-Update schema? [y/n/review]
-```
-
-## Complete Examples
-
-### Simple Note (No Schema)
-
-```markdown
---
-title: Project Ideas
-type: note
-tags: [ideas, brainstorm]
---
-
-# Project Ideas
-
-## Observations
- [idea] Build a CLI tool for markdown linting #tooling
- [idea] Create a recipe knowledge base #cooking
- [priority] Focus on developer tools first (Q1 goal)
-
-## Relations
- inspired_by [[Developer Workflow Research]]
- part_of [[Q1 Planning]]
-```
-
-### Schema-Validated Note
-
-Schema at `schema/Person.md`:
-
-```yaml
---
-title: Person
-type: schema
-entity: Person
-version: 1
-schema:
-  name: string, full name
-  role?: string, job title or position
-  works_at?: Organization, employer
-  expertise?(array): string, areas of knowledge
-  email?: string, contact email
-settings:
-  validation: warn
---
-
-# Person
-
-A human individual in the knowledge graph.
-```
-
-Note at `people/paul-graham.md`:
-
-```markdown
---
-title: Paul Graham
-type: Person
-tags: [startups, essays, lisp]
---
-
-# Paul Graham
-
-## Observations
- [name] Paul Graham
- [role] Essayist and investor
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
- [fact] Created Viaweb, the first web app
-
-## Relations
- works_at [[Y Combinator]]
- authored [[Hackers and Painters]]
-```
-
-The `[fact]` observation and `authored` relation are not in the schema — they're valid, just unmatched. The schema only checks that `[name]` exists (required) and looks for optional fields like `[role]`, `[expertise]`, and `works_at`.
-
-### Inline Schema Note
-
-```markdown
---
-title: Team Standup 2024-01-15
-type: meeting
-schema:
-  attendees(array): string, who was there
-  decisions(array): string, what was decided
-  action_items(array): string, follow-ups
-  blockers?(array): string, anything stuck
---
-
-# Team Standup 2024-01-15
-
-## Observations
- [attendees] Paul
- [attendees] Sarah
- [decisions] Ship v2 by Friday
- [action_items] Paul to review PR #42
- [blockers] Waiting on API credentials
-```
@@ -9,11 +9,11 @@

 ## 🚀 Basic Memory Cloud is Live!

- **Cross-device and multi-platform support is here.** Your knowledge graph now works on desktop, web, and mobile.
- **Cloud is optional.** The local-first open-source workflow continues as always.
- **OSS discount:** use code `BMFOSS` for 20% off for 3 months.
+- **Cross-device and multi-platform support is here.** Your knowledge graph now works on desktop, web, and mobile - seamlessly synced across all your AI tools (Claude, ChatGPT, Gemini, Claude Code, and Codex) 
+- **Early Supporter Pricing:** Early users get 25% off forever. 
+The open source project continues as always. Cloud just makes it work everywhere.

-[Sign up now →](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
+[Sign up now →](https://basicmemory.com)

 with a 7 day free trial

@@ -23,21 +23,8 @@ Basic Memory lets you build persistent knowledge through natural conversations w
 Claude, while keeping everything in simple Markdown files on your computer. It uses the Model Context Protocol (MCP) to
 enable any compatible LLM to read and write to your local knowledge base.

-## What's New in v0.19.0
-
- **Semantic Vector Search** — find notes by meaning, not just keywords. Combines full-text and vector similarity for hybrid search with FastEmbed embeddings.
- **Schema System** — infer, validate, and diff the structure of your knowledge base with `schema_infer`, `schema_validate`, and `schema_diff` tools.
- **Per-Project Cloud Routing** — route individual projects through the cloud while others stay local, using API key authentication (`basic-memory project set-cloud`).
- **FastMCP 3.0** — upgraded to FastMCP 3.0 with tool annotations for better client integration.
- **CLI Overhaul** — JSON output mode (`--json`) for scripting, workspace-aware commands, and an htop-inspired project dashboard.
- **Smarter Editing** — `edit_note` append/prepend auto-creates notes if they don't exist; `write_note` has an overwrite guard to prevent accidental data loss.
- **Richer Search Results** — matched chunk text returned in search results for better context.
-
-See the full [CHANGELOG](CHANGELOG.md) for details.
-
- Website: [basicmemory.com](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
- Documentation: [docs.basicmemory.com](https://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme)
- Community: [Discord](https://discord.gg/tyvKNccgqN?utm_source=github&utm_medium=referral&utm_campaign=readme)
+- Website: https://basicmemory.com
+- Documentation: https://docs.basicmemory.com

 ## Pick up your conversation right where you left off

@@ -75,36 +62,6 @@ uv tool install basic-memory

 You can view shared context via files in `~/basic-memory` (default directory location).

-## Automatic Updates
-
-Basic Memory includes a default-on auto-update flow for CLI installs.
-
- **Auto-install supported:** `uv tool` and Homebrew installs
- **Default check interval:** every 24 hours (`86400` seconds)
- **MCP-safe behavior:** update checks run silently in `basic-memory mcp` mode
- **`uvx` behavior:** skipped (runtime is ephemeral and managed by `uvx`)
-
-Manual update commands:
-
-```bash
-# Check now and install if supported
-bm update
-
-# Check only, do not install
-bm update --check
-```
-
-Config options in `~/.basic-memory/config.json`:
-
-```json
-{
-  "auto_update": true,
-  "update_check_interval": 86400
-}
-```
-
-To disable automatic updates, set `"auto_update": false`.
-
 ## Why Basic Memory?

 Most LLM interactions are ephemeral - you ask a question, get an answer, and everything is forgotten. Each conversation
@@ -387,120 +344,70 @@ basic-memory sync --watch
 3. Cloud features (optional, requires subscription):

 ```bash
-# Authenticate with cloud (stores OAuth token locally)
+# Authenticate with cloud
 basic-memory cloud login

-# (Optional) install/configure rclone for file sync commands
-basic-memory cloud setup
+# Bidirectional sync with cloud
+basic-memory cloud sync

-# Check cloud auth + health
-basic-memory cloud status
+# Verify cloud integrity
+basic-memory cloud check
+
+# Mount cloud storage
+basic-memory cloud mount
 ```

-**Per-Project Cloud Routing** (API key based):
+**Routing Flags** (for users with cloud subscriptions):

-Individual projects can be routed through the cloud while others stay local. This uses an API key for routed
-project calls:
+When cloud mode is enabled, CLI commands communicate with the cloud API by default. Use routing flags to override this:

 ```bash
-# Save an API key (create one in the web app or via CLI)
-basic-memory cloud set-key bmc_abc123...
-# Or create one via CLI (requires OAuth login first)
-basic-memory cloud create-key "my-laptop"
-
-# Set a project to route through cloud
-basic-memory project set-cloud research
-
-# Revert a project to local mode
-basic-memory project set-local research
-
-# List projects and route metadata
-basic-memory project list
-```
-
-`basic-memory cloud login` / `basic-memory cloud logout` are authentication commands. They do not change default CLI
-routing behavior.
-
-**Routing Flags**:
-
-Use routing flags to disambiguate command targets:
-
-```bash
-# Force local routing for this command
+# Force local routing (useful for local MCP server while cloud mode is enabled)
 basic-memory status --local
 basic-memory project list --local
-basic-memory project ls --name main --local

-# Force cloud routing for this command
+# Force cloud routing (when cloud mode is disabled but you want cloud access)
 basic-memory status --cloud
 basic-memory project info my-project --cloud
-basic-memory project ls --name main --cloud
 ```

-No-flag behavior defaults to local when no project context is present.
-
-The local MCP server routes per transport: `--transport stdio` honors per-project routing
-(local or cloud), while `--transport streamable-http` and `--transport sse` always route locally.
-
-**CLI Note Editing (`tool edit-note`):**
-
-```bash
-# Append content
-basic-memory tool edit-note project-plan --operation append --content $'\n## Next Steps\n- Finalize rollout'
-
-# Find/replace with replacement count validation
-basic-memory tool edit-note docs/api --operation find_replace --find-text "v0.14.0" --content "v0.15.0" --expected-replacements 2
-
-# Replace a section body
-basic-memory tool edit-note docs/setup --operation replace_section --section "## Installation" --content $'Updated install steps\n- Run just install'
-
-# JSON metadata output for integrations
-basic-memory tool edit-note docs/setup --operation append --content $'\n- Added note' --format json
-```
+The local MCP server (`basic-memory mcp`) automatically uses local routing, so you can use both local Claude Desktop and cloud-based clients simultaneously.

 4. In Claude Desktop, the LLM can now use these tools:

 **Content Management:**
 ```
-write_note(title, content, folder, tags, output_format="text"|"json") - Create or update notes
-read_note(identifier, page, page_size, output_format="text"|"json") - Read notes by title or permalink
+write_note(title, content, folder, tags) - Create or update notes
+read_note(identifier, page, page_size) - Read notes by title or permalink
 read_content(path) - Read raw file content (text, images, binaries)
 view_note(identifier) - View notes as formatted artifacts
-edit_note(identifier, operation, content, output_format="text"|"json") - Edit notes incrementally
-move_note(identifier, destination_path, output_format="text"|"json") - Move notes with database consistency
-delete_note(identifier, output_format="text"|"json") - Delete notes from knowledge base
+edit_note(identifier, operation, content) - Edit notes incrementally
+move_note(identifier, destination_path) - Move notes with database consistency
+delete_note(identifier) - Delete notes from knowledge base
 ```

 **Knowledge Graph Navigation:**
 ```
-build_context(url, depth, timeframe, output_format="json"|"text") - Navigate knowledge graph via memory:// URLs
-recent_activity(type, depth, timeframe, output_format="text"|"json") - Find recently updated information
+build_context(url, depth, timeframe) - Navigate knowledge graph via memory:// URLs
+recent_activity(type, depth, timeframe) - Find recently updated information
 list_directory(dir_name, depth) - Browse directory contents with filtering
 ```

 **Search & Discovery:**
 ```
 search(query, page, page_size) - Search across your knowledge base
-search_notes(query, page, page_size, search_type, types, entity_types, after_date, metadata_filters, tags, status, project) - Search with filters (query is optional for filter-only searches)
+search_notes(query, page, page_size, search_type, types, entity_types, after_date, metadata_filters, tags, status, project) - Search with filters
+search_by_metadata(filters, limit, offset, project) - Structured frontmatter search
 ```

 **Project Management:**
 ```
-list_memory_projects(output_format="text"|"json") - List all available projects
-create_memory_project(project_name, project_path, output_format="text"|"json") - Create new projects
+list_memory_projects() - List all available projects
+create_memory_project(project_name, project_path) - Create new projects
 get_current_project() - Show current project stats
 sync_status() - Check synchronization status
 ```

-`output_format` defaults to `"text"` for these tools, preserving current human-readable responses.
-`build_context` defaults to `"json"` and can be switched to `"text"` when compact markdown output is preferred.
-
-**Cloud Discovery (opt-in):**
-```
-cloud_info() - Show optional Cloud overview and setup guidance
-release_notes() - Show latest release notes
-```
-
 **Visualization:**
 ```
 canvas(nodes, edges, title, folder) - Generate knowledge visualizations
@@ -518,38 +425,13 @@ canvas(nodes, edges, title, folder) - Generate knowledge visualizations

 ## Futher info

-See the [Documentation](https://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme) for more info, including:
+See the [Documentation](https://docs.basicmemory.com) for more info, including:

- [Complete User Guide](https://docs.basicmemory.com/user-guide/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [CLI tools](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [Cloud CLI and Sync](https://docs.basicmemory.com/guides/cloud-cli/?utm_source=github&utm_medium=referral&utm_campaign=readme)
- [Managing multiple Projects](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme#project)
- [Importing data from OpenAI/Claude Projects](https://docs.basicmemory.com/guides/cli-reference/?utm_source=github&utm_medium=referral&utm_campaign=readme#import)
-
-## Telemetry
-
-Basic Memory collects anonymous, minimal usage events to understand how the CLI-to-cloud conversion funnel performs. This helps us prioritize features and improve the product.
-
-**What we collect:**
- Cloud promo impressions (when the promo banner is shown)
- Cloud login attempts and outcomes
- Promo opt-out events
-
-**What we do NOT collect:**
- No file contents, note titles, or knowledge base data
- No personally identifiable information (PII)
- No IP address tracking or fingerprinting
- No per-command or per-tool-call tracking
-
-Events are sent to our [Umami Cloud](https://umami.is) instance, an open-source, privacy-focused analytics platform. Events are fire-and-forget on a background thread — analytics never blocks or slows the CLI.
-
-**Opt out** by setting the environment variable:
-
-```bash
-export BASIC_MEMORY_NO_PROMOS=1
-```
-
-This disables both promo messages and all telemetry events.
+- [Complete User Guide](https://docs.basicmemory.com/user-guide/)
+- [CLI tools](https://docs.basicmemory.com/guides/cli-reference/)
+- [Cloud CLI and Sync](https://docs.basicmemory.com/guides/cloud-cli/)
+- [Managing multiple Projects](https://docs.basicmemory.com/guides/cli-reference/#project)
+- [Importing data from OpenAI/Claude Projects](https://docs.basicmemory.com/guides/cli-reference/#import)

 ## Logging

@@ -569,11 +451,8 @@ Basic Memory uses [Loguru](https://github.com/Delgan/loguru) for logging. The lo
 |----------|---------|-------------|
 | `BASIC_MEMORY_LOG_LEVEL` | `INFO` | Log level: DEBUG, INFO, WARNING, ERROR |
 | `BASIC_MEMORY_CLOUD_MODE` | `false` | When `true`, API logs to stdout with structured context |
-| `BASIC_MEMORY_FORCE_LOCAL` | `false` | When `true`, forces local API routing |
-| `BASIC_MEMORY_FORCE_CLOUD` | `false` | When `true`, forces cloud API routing |
-| `BASIC_MEMORY_EXPLICIT_ROUTING` | `false` | When `true`, marks route selection as explicit (`--local`/`--cloud`) |
+| `BASIC_MEMORY_FORCE_LOCAL` | `false` | When `true`, forces local API routing (ignores cloud mode) |
 | `BASIC_MEMORY_ENV` | `dev` | Set to `test` for test mode (stderr only) |
-| `BASIC_MEMORY_NO_PROMOS` | `false` | When `true`, disables cloud promo messages and telemetry |

 ### Examples

@@ -640,7 +519,6 @@ Tests use pytest markers for selective execution:
 just install          # Install with dev dependencies
 just lint             # Run linting checks
 just typecheck        # Run type checking
-just typecheck-ty     # Run ty type checking (incremental supplement to pyright)
 just format           # Format code with ruff
 just fast-check       # Fast local loop (fix/format/typecheck + testmon + smoke)
 just doctor           # Local consistency check (temp config)
@@ -648,11 +526,6 @@ just check            # Run all quality checks
 just migration "msg"  # Create database migration
 ```

-**Type Checking Strategy:**
- `just typecheck` (Pyright) remains the primary, blocking type checker.
- `just typecheck-ty` (Astral `ty`) is available as a supplemental checker while rules are adopted incrementally.
- We recommend running both locally while reducing `ty` diagnostics over time.
-
 **Local Consistency Check:**
 ```bash
 basic-memory doctor   # Verifies file <-> database sync in a temp project
@@ -677,4 +550,4 @@ and submitting PRs.
 </picture>
 </a>

-Built with ♥️ by [Basic Machines](https://basicmachines.co?utm_source=github&utm_medium=referral&utm_campaign=readme)
+Built with ♥️ by Basic Machines
@@ -18,7 +18,7 @@ Each entrypoint uses a **composition root** pattern to manage configuration and
 A composition root is the single place in an application where dependencies are wired together. In Basic Memory, each entrypoint has its own composition root that:

 1. Reads configuration from `ConfigManager`
-2. Resolves runtime mode (local/test)
+2. Resolves runtime mode (cloud/local/test)
 3. Creates and provides dependencies to downstream code

 **Key principle**: Only composition roots read global configuration. All other modules receive configuration explicitly.
@@ -52,7 +52,10 @@ class Container:
    def create(cls) -> "Container":
        """Create container by reading ConfigManager."""
        config = ConfigManager().config
-        mode = resolve_runtime_mode(is_test_env=config.is_test_env)
+        mode = resolve_runtime_mode(
+            cloud_mode_enabled=config.cloud_mode_enabled,
+            is_test_env=config.is_test_env,
+        )
        return cls(config=config, mode=mode)

    @property
@@ -96,20 +99,17 @@ class RuntimeMode(Enum):
        return self == RuntimeMode.TEST
 ```

-Resolution follows this precedence in local app flows: **TEST > LOCAL**
+Resolution follows this precedence: **TEST > CLOUD > LOCAL**

 ```python
-def resolve_runtime_mode(is_test_env: bool) -> RuntimeMode:
+def resolve_runtime_mode(cloud_mode_enabled: bool, is_test_env: bool) -> RuntimeMode:
    if is_test_env:
        return RuntimeMode.TEST
+    if cloud_mode_enabled:
+        return RuntimeMode.CLOUD
    return RuntimeMode.LOCAL
 ```

-**Note**: `RuntimeMode` determines global behavior (e.g., whether to start file sync).
-Per-project routing is orthogonal: individual projects can be set to `cloud` mode via `ProjectMode`,
-which affects client routing in `get_client(project_name=...)` without changing global runtime mode.
-`RuntimeMode.CLOUD` may remain for compatibility, but standard local runtime resolution does not select it.
-
 ## Dependencies Package

 ### Structure
@@ -221,7 +221,9 @@ async def search_notes(
    tags: list[str] | None = None,
    status: str | None = None,
 ) -> SearchResponse:
-    async with get_project_client(project, context) as (client, active_project):
+    async with get_client() as client:
+        active_project = await get_active_project(client, project)
+
        # Import client inside function to avoid circular imports
        from basic_memory.mcp.clients import SearchClient
        from basic_memory.schemas.search import SearchQuery
@@ -236,25 +238,6 @@ async def search_notes(
        return await search_client.search(search_query.model_dump())
 ```

-### Per-Project Client Routing
-
-`get_project_client()` from `mcp/project_context.py` is an async context manager that:
-1. Resolves the project name from config (no network call)
-2. Creates the correctly-routed client based on the project's mode (local ASGI or cloud HTTP with API key)
-3. Validates the project via the API
-4. Yields `(client, active_project)` tuple
-
-This solves the bootstrap problem: you need the project name to choose the right client (local vs cloud), but you need the client to validate the project exists.
-
-```python
-from basic_memory.mcp.project_context import get_project_client
-
-async with get_project_client(project, context) as (client, active_project):
-    # client is routed based on project's mode (local or cloud)
-    # active_project is validated via the API
-    ...
-```
-
 ## Sync Coordination

 ### SyncCoordinator
@@ -1,147 +0,0 @@
-# Simplified Local/Cloud Routing
-
-## Context
-
-Basic Memory now uses explicit, project-aware routing without a global cloud-mode toggle.
-Routing is determined by command-level flags and project mode, not by a global `cloud_mode` state.
-
-This document is the canonical contract for local/cloud routing behavior in CLI, MCP, and API-adjacent clients.
-
-## Goals
-
-1. Remove global `cloud_mode` from runtime/routing semantics.
-2. Keep MCP HTTP/SSE local-only; let stdio honor per-project routing.
-3. Make CLI routing explicit and easy to reason about.
-4. Support projects that exist in both local and cloud without ambiguity.
-
-## Routing Contract
-
-Routing is resolved in this order:
-
-1. Injected client factory (for composition/integration contexts)
-2. Explicit routing override (`--local` / `--cloud` or env vars below)
-3. Project-scoped routing (`project.mode`) when a project is known
-4. Default local routing
-
-### Routing Environment Variables
-
- `BASIC_MEMORY_FORCE_LOCAL=true`: force local transport
- `BASIC_MEMORY_FORCE_CLOUD=true`: force cloud proxy transport
- `BASIC_MEMORY_EXPLICIT_ROUTING=true`: marks routing as explicitly chosen for this command
-
-When explicit routing is active, project mode does not override the selected route.
-
-## Config Semantics
-
- `project.mode` is the only config-based routing signal for project-scoped operations.
- Legacy `cloud_mode` values may be encountered during migration/loading but are not used for routing behavior.
- Normalization saves remove stale `cloud_mode` from `~/.basic-memory/config.json`.
-
-### Example Config
-
-```json
-{
-  "projects": {
-    "main": {
-      "path": "/Users/me/basic-memory",
-      "mode": "local",
-      "local_sync_path": null,
-      "bisync_initialized": false,
-      "last_sync": null
-    },
-    "specs": {
-      "path": "specs",
-      "mode": "cloud",
-      "local_sync_path": "/Users/me/dev/specs",
-      "bisync_initialized": true,
-      "last_sync": "2026-02-06T17:36:38.544153"
-    }
-  },
-  "default_project": "main",
-  "cloud_api_key": "bmc_abc123...",
-  "cloud_host": "https://cloud.basicmemory.com"
-}
-```
-
-## Cloud Commands Are Auth-Only
-
-`bm cloud login`, `bm cloud logout`, and `bm cloud status` manage authentication state.
-
- `bm cloud login`
-  - performs OAuth device flow
-  - stores/refreshes token material
-  - may verify cloud health/subscription
-  - does not change routing defaults
- `bm cloud logout`
-  - removes stored OAuth session tokens
-  - does not change routing defaults
- `bm cloud status`
-  - reports auth state (API key, OAuth token validity)
-  - runs health checks only when credentials are available
-
-## MCP Transport Routing
-
-### Stdio (default)
-
-`bm mcp --transport stdio` uses natural per-project routing.
-
- Local-mode projects route through the in-process ASGI transport.
- Cloud-mode projects route to the cloud proxy with Bearer auth (API key).
- No explicit routing env vars are injected by the CLI command.
- Externally-set env vars are honored (e.g. `BASIC_MEMORY_FORCE_CLOUD=true` for cloud deployments).
- Users who need all projects forced local can set `BASIC_MEMORY_FORCE_LOCAL=true` externally.
-
-### HTTP and SSE Transports
-
-`bm mcp --transport streamable-http` and `bm mcp --transport sse` always route locally.
-
-These transports set explicit local routing (`BASIC_MEMORY_FORCE_LOCAL=true` and
-`BASIC_MEMORY_EXPLICIT_ROUTING=true`) before starting the server. This prevents cloud
-routing regardless of project mode, since HTTP/SSE serve as local API endpoints.
-
-## Project List UX for Dual Presence
-
-Projects may exist in both local and cloud. `bm project list` should display that clearly in one row per logical
-project identity, with explicit source/target signals.
-
-Recommended display contract:
-
-1. Keep one row per normalized project name/permalink.
-2. Show both local and cloud presence as separate columns/indicators.
-3. Show an explicit `MCP (stdio)` target column that always resolves to `local`.
-4. Keep CLI route semantics explicit:
-   - no flags: default local for non-project commands
-   - `--cloud`: force cloud
-   - `--local`: force local
-
-## Project LS Targeting
-
-`bm project ls` should clearly identify which project instance is being listed.
-
-Targeting rules:
-
-1. No routing flags: list local project files.
-2. `--cloud`: list cloud project files.
-3. `--local`: list local project files (explicit override).
-4. Output should label the active target (`LOCAL` or `CLOUD`) in heading or status line.
-
-## Runtime Mode
-
-Runtime mode is no longer a cloud/local routing switch for local app flows.
-
- `resolve_runtime_mode(is_test_env)` resolves to:
-  - `TEST` when running in test environment
-  - `LOCAL` otherwise
- `RuntimeMode.CLOUD` may remain for compatibility with existing tests/call sites but is not selected by normal local
-  runtime resolution.
-
-## Verification Checklist
-
-1. Loading config with legacy `cloud_mode` succeeds.
-2. Saving config strips legacy `cloud_mode`.
-3. `--local/--cloud` always override per-project mode for that command.
-4. No-project + no-flags commands route local by default.
-5. `bm cloud login/logout` do not toggle routing behavior.
-6. `bm mcp` stdio routes per-project mode; HTTP/SSE remain local-forced.
-7. `bm project list` communicates dual local/cloud presence without ambiguity.
-8. `bm project ls` output identifies route target explicitly.
@@ -427,8 +427,6 @@ await write_note(
 )
 ```

-> **Important**: `write_note` errors if the note already exists. Use `edit_note` for incremental changes, or pass `overwrite=True` to replace.
-
 **Well-structured note**:

 ```python
@@ -762,9 +760,6 @@ notes = await read_note(
    identifier="memory://specs/*",
    project="main"
 )
-
-# Cross-project URL (auto-routes to the correct project)
-note = await read_note(identifier="memory://research/specs/api-design")
 ```

 ```python
@@ -1065,19 +1060,16 @@ results = await search_notes(
    project="main"
 )

-# Metadata-only search (no query needed)
-results = await search_notes(
-    metadata_filters={"type": "spec", "status": "in-progress"},
+# Metadata-only search
+results = await search_by_metadata(
+    filters={"type": "spec", "status": "in-progress"},
    project="main"
 )
 ```

 ### Search Types

-Available types: `"text"`, `"title"`, `"permalink"`, `"vector"`/`"semantic"`, `"hybrid"`.
-Default is `"hybrid"` when semantic search is enabled, `"text"` otherwise.
-
-**Text search**:
+**Text search (default)**:

 ```python
 # Full-text search across all content
@@ -1088,52 +1080,17 @@ results = await search_notes(
 )
 ```

-**Title and permalink search**:
-
-```python
-# Search by title only
-results = await search_notes(query="API Design", search_type="title", project="main")
-
-# Search by permalink
-results = await search_notes(query="specs/api-design", search_type="permalink", project="main")
-```
-
-**Semantic/vector search**:
+**Semantic search**:

 ```python
 # Semantic/vector search (if enabled)
-results = await search_notes(
-    query="user login security",
-    search_type="semantic",  # or "vector"
-    project="main"
-)
-
-# Override similarity threshold
 results = await search_notes(
    query="user login security",
    search_type="semantic",
-    min_similarity=0.5,
    project="main"
 )
 ```

-**Hybrid search** (combines text + semantic):
-
-```python
-results = await search_notes(
-    query="authentication best practices",
-    search_type="hybrid",
-    project="main"
-)
-```
-
-**Tag shorthand in query**:
-
-```python
-# Use tag: prefix as shorthand
-results = await search_notes(query="tag:security", project="main")
-```
-
 ### Search Response

 **Result structure**:
@@ -2204,31 +2161,6 @@ active_project = projects[0]["name"]
 results = await search_notes(query="test", project=active_project)
 ```

-### Note Already Exists
-
-**Error**: `write_note` called for a note that already exists
-
-**Solution**:
-
-```python
-# Preferred: use edit_note for incremental updates
-await edit_note(
-    identifier="Existing Topic",
-    operation="append",
-    content="\n- [update] new information",
-    project="main"
-)
-
-# Alternative: replace the entire note
-await write_note(
-    title="Existing Topic",
-    content="# Existing Topic\n...",
-    folder="notes",
-    overwrite=True,
-    project="main"
-)
-```
-
 ### Entity Not Found

 **Error**: Note doesn't exist
@@ -2784,15 +2716,14 @@ await write_note(

 ### Content Management

-**write_note(title, content, folder, tags, note_type, overwrite, project)**
- Create new markdown notes (errors if note already exists unless overwrite=True)
+**write_note(title, content, folder, tags, note_type, project)**
+- Create or update markdown notes
 - Parameters:
  - `title` (required): Note title
  - `content` (required): Markdown content
  - `folder` (required): Destination folder
  - `tags` (optional): List of tags
  - `note_type` (optional): Type of note (stored in frontmatter). Can be "note", "person", "meeting", "guide", etc.
-  - `overwrite` (optional): Set to True to replace an existing note (default: error if exists)
  - `project` (required unless default_project_mode): Target project
 - Returns: Created/updated entity with permalink
 - Example:
@@ -2959,20 +2890,19 @@ contents = await list_directory(

 ### Search & Discovery

-**search_notes(query, page, page_size, search_type, types, entity_types, after_date, metadata_filters, tags, status, min_similarity, project)**
+**search_notes(query, page, page_size, search_type, types, entity_types, after_date, metadata_filters, tags, status, project)**
 - Search across knowledge base
 - Parameters:
-  - `query` (optional): Search query (not required for filter-only searches)
+  - `query` (required): Search query
  - `page` (optional): Page number (default: 1)
  - `page_size` (optional): Results per page (default: 10)
-  - `search_type` (optional): "text", "title", "permalink", "vector"/"semantic", "hybrid" (default: "hybrid" when semantic enabled, "text" otherwise)
+  - `search_type` (optional): "text" or "semantic"
  - `types` (optional): Entity type filter
  - `entity_types` (optional): Observation category filter
  - `after_date` (optional): Date filter (ISO format)
-  - `metadata_filters` (optional): Structured frontmatter filters (dict, supports `$in`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` operators)
-  - `tags` (optional): Frontmatter tags filter (list); also available via `tag:` query shorthand
+  - `metadata_filters` (optional): Structured frontmatter filters (dict)
+  - `tags` (optional): Frontmatter tags filter (list)
  - `status` (optional): Frontmatter status filter (string)
-  - `min_similarity` (optional): Override similarity threshold for vector/hybrid search
  - `project` (required unless default_project_mode): Target project
 - Returns: Matching entities with scores
 - Example:
@@ -2985,11 +2915,18 @@ results = await search_notes(
 )
 ```

-**Metadata-only search (via search_notes)**
- Use `search_notes` with `metadata_filters` and no `query` for metadata-only searches:
+**search_by_metadata(filters, limit, offset, project)**
+- Metadata-only search using structured frontmatter
+- Parameters:
+  - `filters` (required): Dict of field -> value (supports $in, $gt/$gte/$lt/$lte, $between)
+  - `limit` (optional): Max results (default: 20)
+  - `offset` (optional): Pagination offset (default: 0)
+  - `project` (required unless default_project_mode): Target project
+- Returns: Matching entities
+- Example:
 ```python
-results = await search_notes(
-    metadata_filters={"type": "spec", "status": "in-progress"},
+results = await search_by_metadata(
+    filters={"type": "spec", "status": "in-progress"},
    project="main"
 )
 ```
@@ -3041,15 +2978,6 @@ await delete_project(project_name="old-project")
 status = await sync_status(project="main")
 ```

-**list_workspaces()**
- List available workspaces (cloud)
- Parameters: None
- Returns: List of workspaces with metadata
- Example:
-```python
-workspaces = await list_workspaces()
-```
-
 ### Visualization

 **canvas(nodes, edges, title, folder, project)**
@@ -3318,8 +3246,8 @@ await edit_note(
    project="main"
 )

-# When full rewrite is needed, use overwrite=True
-await write_note(title="Note", content="...", folder="notes", overwrite=True)
+# Avoid: Complete rewrite
+# (unless necessary for major restructuring)
 ```

 ### 14. Tagging Strategy
@@ -5,7 +5,7 @@ The Basic Memory Cloud CLI provides seamless integration between local and cloud
 ## Overview

 The cloud CLI enables you to:
- **Authenticate cloud access** - OAuth/API key credentials are stored locally for cloud operations
+- **Toggle cloud mode** - All regular `bm` commands work with cloud when enabled
 - **Project-scoped sync** - Each project independently manages its sync configuration
 - **Explicit operations** - Sync only what you want, when you want
 - **Bidirectional sync** - Keep local and cloud in sync with rclone bisync
@@ -17,8 +17,6 @@ Before using Basic Memory Cloud, you need:

 - **Active Subscription**: An active Basic Memory Cloud subscription is required to access cloud features
 - **Subscribe**: Visit [https://basicmemory.com/subscribe](https://basicmemory.com/subscribe) to sign up
- **Optional**: Cloud is optional. Local-first open-source usage continues without cloud.
- **OSS Discount**: Use code `{{OSS_DISCOUNT_CODE}}` for 20% off for 3 months.

 If you attempt to log in without an active subscription, you'll receive a "Subscription Required" error with a link to subscribe.

@@ -40,7 +38,7 @@ If you attempt to log in without an active subscription, you'll receive a "Subsc

 1. **Cloud-only** - Project exists on cloud, no local copy
 2. **Cloud + Local (synced)** - Project has a local working directory that syncs
-3. **Local-only** - Project exists locally and is not routed to cloud
+3. **Local-only** - Project exists locally (when cloud mode is disabled)

 **Example:**

@@ -50,9 +48,9 @@ If you attempt to log in without an active subscription, you'll receive a "Subsc
 # - work: wants local sync at ~/work-notes
 # - temp: cloud-only, no local sync needed

-bm project add research --cloud --local-path ~/Documents/research
-bm project add work --cloud --local-path ~/work-notes
-bm project add temp --cloud  # No local sync
+bm project add research --local-path ~/Documents/research
+bm project add work --local-path ~/work-notes
+bm project add temp  # No local sync

 # Now you can sync individually (after initial --resync):
 bm project bisync --name research
@@ -68,9 +66,9 @@ bm project bisync --name work

 ## Quick Start

-### 1. Authenticate Cloud Access
+### 1. Enable Cloud Mode

-Authenticate with cloud:
+Authenticate and enable cloud mode:

 ```bash
 bm cloud login
@@ -78,12 +76,11 @@ bm cloud login

 **What this does:**
 1. Opens browser to Basic Memory Cloud authentication page
-2. Stores authentication tokens in `~/.basic-memory/basic-memory-cloud.json`
-3. Validates your subscription status
-4. Leaves routing behavior unchanged (auth only)
+2. Stores authentication token in `~/.basic-memory/auth/token`
+3. **Enables cloud mode** - all CLI commands now work against cloud
+4. Validates your subscription status

-**Result:** Cloud credentials are available for cloud-routed commands.
-Apply OSS discount code `{{OSS_DISCOUNT_CODE}}` during checkout to receive 20% off for 3 months.
+**Result:** All `bm project`, `bm tools` commands now work with cloud.

 ### 2. Set Up Sync

@@ -107,10 +104,10 @@ Create projects with optional local sync paths:

 ```bash
 # Create cloud project without local sync
-bm project add research --cloud
+bm project add research

 # Create cloud project WITH local sync
-bm project add research --cloud --local-path ~/Documents/research
+bm project add research --local-path ~/Documents/research

 # Or configure sync for existing project
 bm project sync-setup research ~/Documents/research
@@ -120,7 +117,7 @@ bm project sync-setup research ~/Documents/research

 When you add a project with `--local-path`:
 1. Project created on cloud at `/app/data/research`
-2. Local path stored in config for that project (`local_sync_path`)
+2. Local path stored in config: `cloud_projects.research.local_path = "~/Documents/research"`
 3. Local directory created if it doesn't exist
 4. Bisync state directory created at `~/.basic-memory/bisync-state/research/`

@@ -182,8 +179,7 @@ bm cloud status
 ```

 You should see:
- `OAuth: token valid` (or missing/expired)
- `API Key: configured` (or not set)
+- `Mode: Cloud (enabled)`
 - `Cloud instance is healthy`
 - Instructions for project sync commands

@@ -191,16 +187,16 @@ You should see:

 ### Understanding Project Commands

-**Key concept:** Use regular `bm project` commands (not `bm cloud project`).
+**Key concept:** When cloud mode is enabled, use regular `bm project` commands (not `bm cloud project`).

 ```bash
-# Local route
-bm project list --local
-bm project add research ~/Documents/research
+# In cloud mode:
+bm project list              # Lists cloud projects
+bm project add research      # Creates cloud project

-# Cloud route
-bm project list --cloud
-bm project add research --cloud
+# In local mode:
+bm project list              # Lists local projects
+bm project add research ~/Documents/research  # Creates local project
 ```

 ### Creating Projects
@@ -208,7 +204,7 @@ bm project add research --cloud
 **Use case 1: Cloud-only project (no local sync)**

 ```bash
-bm project add temp-notes --cloud
+bm project add temp-notes
 ```

 **What this does:**
@@ -221,7 +217,7 @@ bm project add temp-notes --cloud
 **Use case 2: Cloud project with local sync**

 ```bash
-bm project add research --cloud --local-path ~/Documents/research
+bm project add research --local-path ~/Documents/research
 ```

 **What this does:**
@@ -255,35 +251,11 @@ bm project list
 ```

 **What you see:**
- Local projects always
- Cloud projects when credentials are available
+- All projects in cloud (when cloud mode enabled)
 - Default project marked
- Route-related metadata (for example, local/cloud presence and sync info)
+- Project paths shown

-Example shape (single row for dual-presence projects):
-
-```text
-Name   Path            Local Path           Cloud Path   CLI Default   MCP (stdio)
-main   /basic-memory   ~/basic-memory       /basic-memory   local       local
-specs  /specs          ~/dev/specs          /specs          cloud       local
-```
-
-### When a Project Exists in Both Local and Cloud
-
-Use routing flags to disambiguate command targets:
-
-```bash
-# Force local target for this command
-bm project info main --local
-bm project ls --name main --local
-
-# Force cloud target for this command
-bm project info main --cloud
-bm project ls --name main --cloud
-```
-
-Default behavior for no-project, no-flag commands is local.
-For MCP stdio, routing is always local.
+**Future:** Will show sync status (synced/not synced, last sync time).

 ## File Synchronization

@@ -391,28 +363,24 @@ bm project bisync --name research --dry-run

 **Result:** Safe preview of sync operations.

-### Advanced: List Project Files by Route
+### Advanced: List Remote Files

-**Use case:** Inspect local or cloud project files explicitly.
+**Use case:** See what files exist on cloud without syncing.

 ```bash
-# List local project files (default target when no route flag is given)
+# List all files in project
 bm project ls --name research
-bm project ls --name research --local
-
-# List cloud project files
-bm project ls --name research --cloud

 # List files in subdirectory
-bm project ls --name research --cloud --path subfolder
+bm project ls --name research --path subfolder
 ```

 **What happens:**
-1. Resolves route from flags (or local default when no route is given)
-2. Lists files for the chosen project instance
+1. Connects to cloud via rclone
+2. Lists files in remote project path
 3. No files transferred

-**Result:** See file listing for the target route.
+**Result:** See cloud file listing.

 ## Multiple Projects

@@ -422,9 +390,9 @@ bm project ls --name research --cloud --path subfolder

 ```bash
 # Setup multiple projects
-bm project add research --cloud --local-path ~/Documents/research
-bm project add work --cloud --local-path ~/work-notes
-bm project add personal --cloud --local-path ~/personal
+bm project add research --local-path ~/Documents/research
+bm project add work --local-path ~/work-notes
+bm project add personal --local-path ~/personal

 # Establish baselines
 bm project bisync --name research --resync
@@ -449,12 +417,12 @@ bm project bisync --all  # Coming soon

 ```bash
 # Projects with sync
-bm project add research --cloud --local-path ~/Documents/research
-bm project add work --cloud --local-path ~/work
+bm project add research --local-path ~/Documents/research
+bm project add work --local-path ~/work

 # Cloud-only projects
-bm project add archive --cloud
-bm project add temp-notes --cloud
+bm project add archive
+bm project add temp-notes

 # Sync only the configured ones
 bm project bisync --name research
@@ -465,101 +433,20 @@ bm project bisync --name work

 **Result:** Fine-grained control over what syncs.

-## Per-Project Cloud Routing (API Key)
+## Disable Cloud Mode

-Route individual projects through cloud using an API key. This lets you keep some projects local while others route through cloud.
-
-### Setting Up API Key Auth
-
-**Option A: Create a key in the web app, then save it locally:**
-
-```bash
-bm cloud set-key bmc_abc123...
-```
-
-**Option B: Create a key via CLI (requires OAuth login first):**
-
-```bash
-bm cloud login                     # One-time OAuth login
-bm cloud create-key "my-laptop"    # Creates key and saves it locally
-```
-
-The API key is account-level — it grants access to all your cloud projects. It's stored in `~/.basic-memory/config.json` as `cloud_api_key`.
-
-### Setting Project Modes
-
-```bash
-# Route a project through cloud
-bm project set-cloud research
-
-# Revert to local mode
-bm project set-local research
-
-# View project modes
-bm project list
-```
-
-**What happens:**
- `set-cloud`: validates the API key exists, then sets the project mode to `cloud` in config
- `set-local`: reverts the project to local mode (removes the mode entry from config)
- MCP tools and CLI commands for that project will route to `cloud_host/proxy` with the API key as Bearer token
-
-### How It Works
-
-When an MCP tool or CLI command runs for a cloud-mode project:
-
-1. `get_client(project_name="research")` checks the project's mode in config
-2. If mode is `cloud`, creates an HTTP client pointed at `cloud_host/proxy` with `Authorization: Bearer bmc_...`
-3. If mode is `local` (default), uses the in-process ASGI transport as usual
-
-**Routing priority** (highest to lowest):
-1. Factory injection (cloud app, tests)
-2. Explicit route override (`--local` / `--cloud`)
-3. Per-project cloud mode (API key)
-4. Local ASGI transport (default)
-
-Route override environment variables:
- `BASIC_MEMORY_FORCE_LOCAL=true`
- `BASIC_MEMORY_FORCE_CLOUD=true`
- `BASIC_MEMORY_EXPLICIT_ROUTING=true`
-
-No-project, no-flag CLI commands default to local routing.
-
-### Configuration Example
-
-```json
-{
-  "projects": {
-    "personal": "/Users/me/notes",
-    "research": "/Users/me/research"
-  },
-  "project_modes": {
-    "research": "cloud"
-  },
-  "cloud_api_key": "bmc_abc123...",
-  "cloud_host": "https://cloud.basicmemory.com",
-  "default_project": "personal"
-}
-```
-
-In this example, `personal` stays local and `research` routes through cloud. Projects not listed in `project_modes` default to local.
-
-### Sync Behavior
-
-Cloud-mode projects are automatically skipped during local file sync (background sync and file watching). Their files live on the cloud instance, not locally.
-
-## OAuth Logout
+Return to local mode:

 ```bash
 bm cloud logout
 ```

 **What this does:**
-1. Removes stored OAuth token(s)
-2. Does not change per-project route configuration
-3. Does not change command routing defaults
+1. Disables cloud mode in config
+2. All commands now work locally
+3. Auth token remains (can re-enable with login)

-**Result:** OAuth session is cleared. API-key-based routing still works if `cloud_api_key` is configured.
+**Result:** All `bm` commands work with local projects again.

 ## Filter Configuration

@@ -766,20 +653,12 @@ If instance is down, wait a few minutes and retry.

 ## Command Reference

-### Cloud Authentication
+### Cloud Mode Management

 ```bash
-bm cloud login              # Authenticate and store OAuth credentials
-bm cloud logout             # Remove stored OAuth credentials
-bm cloud status             # Check auth state and instance health
-bm cloud promo --off        # Disable CLI cloud promo notices
-```
-
-### API Key Management
-
-```bash
-bm cloud set-key <key>      # Save a cloud API key (bmc_ prefixed)
-bm cloud create-key <name>  # Create API key via cloud API (requires OAuth login)
+bm cloud login              # Authenticate and enable cloud mode
+bm cloud logout             # Disable cloud mode
+bm cloud status             # Check cloud mode and instance health
 ```

 ### Setup
@@ -790,22 +669,16 @@ bm cloud setup              # Install rclone and configure credentials

 ### Project Management

+When cloud mode is enabled:
+
 ```bash
-bm project list --local                   # Local project list
-bm project list --cloud                   # Cloud project list
-bm project add <name> --cloud             # Create cloud project (no sync)
-bm project add <name> --cloud --local-path <path> # Create with local sync
+bm project list                           # List cloud projects
+bm project add <name>                     # Create cloud project (no sync)
+bm project add <name> --local-path <path> # Create with local sync
 bm project sync-setup <name> <path>       # Add sync to existing project
 bm project rm <name>                      # Delete project
 ```

-### Per-Project Routing
-
-```bash
-bm project set-cloud <name>  # Route project through cloud (requires API key)
-bm project set-local <name>  # Revert project to local mode
-```
-
 ### File Synchronization

 ```bash
@@ -824,20 +697,18 @@ bm project bisync --name <project> --verbose
 bm project check --name <project>
 bm project check --name <project> --one-way

-# List project files by route
-bm project ls --name <project>          # Default target: local
-bm project ls --name <project> --local
-bm project ls --name <project> --cloud
-bm project ls --name <project> --cloud --path <subpath>
+# List remote files
+bm project ls --name <project>
+bm project ls --name <project> --path <subpath>
 ```

 ## Summary

 **Basic Memory Cloud uses project-scoped sync:**

-1. **Authenticate cloud access** - `bm cloud login`
+1. **Enable cloud mode** - `bm cloud login`
 2. **Install rclone** - `bm cloud setup`
-3. **Add projects with sync** - `bm project add research --cloud --local-path ~/Documents/research`
+3. **Add projects with sync** - `bm project add research --local-path ~/Documents/research`
 4. **Preview first sync** - `bm project bisync --name research --resync --dry-run`
 5. **Establish baseline** - `bm project bisync --name research --resync`
 6. **Daily workflow** - `bm project bisync --name research`
@@ -1,91 +0,0 @@
-# Cloud Semantic Search Value (Customer-Facing Technical Story)
-
-This document explains why teams should buy cloud semantic search even when local search exists.
-
-## Core Promise
-
-Markdown files remain the source of truth in both local and cloud modes.
-
- Files are portable.
- Search indexes are derived and rebuildable.
- You never get locked into proprietary document storage.
-
-## The Customer Problem
-
-Teams paying for cloud are usually not optimizing for "can this run locally." They are optimizing for:
-
- finding the right note the first time,
- keeping retrieval quality high as note volume grows,
- avoiding search slowdowns while content is actively changing,
- getting consistent results across users, agents, and sessions.
-
-## Why Cloud Is the Aspirin
-
-Cloud semantic search is the immediate pain reliever because it fixes the problems users feel right now.
-
-### 1) Better hit rate on real queries
-
-Cloud uses stronger managed embeddings than the default local model, which improves semantic recall for paraphrases and vague questions.
-
-Customer outcome:
-
- fewer "I know this exists but search missed it" moments,
- less query rewording,
- faster time to answer.
-
-### 2) Better behavior under active workloads
-
-Cloud indexing runs out of band in workers, so indexing does not compete with interactive read/write traffic.
-
-Customer outcome:
-
- stable search responsiveness during heavy updates,
- fresher semantic results shortly after edits,
- less user-visible performance variance.
-
-### 3) Better consistency for shared knowledge
-
-Cloud retrieval runs against a centralized tenant index, so teams and agents resolve against the same semantic state.
-
-Customer outcome:
-
- fewer "works on my machine" search differences,
- more predictable agent behavior across environments,
- easier cross-user collaboration on large knowledge bases.
-
-### 4) Better quality at higher scale
-
-With Postgres + `pgvector` per tenant, cloud can sustain larger note collections and higher query volumes than typical local setups.
-
-Customer outcome:
-
- confidence as repositories grow to tens of thousands of notes,
- less need for user-side tuning,
- fewer quality regressions as usage increases.
-
-## Local Is the Vitamin
-
-Local semantic search still matters and should stay strong.
-
- offline use,
- privacy-first operation,
- no cloud dependency,
- user-controlled runtime.
-
-It compounds long-term ownership and resilience, but does not remove the immediate pain points cloud solves for teams at scale.
-
-## Recommended Messaging
-
-One-liner:
-
-"Cloud semantic search is the aspirin: it fixes retrieval quality and performance pain now. Local semantic search is the vitamin: it builds long-term control and resilience."
-
-Long form:
-
-"Basic Memory keeps markdown as the source of truth everywhere. Local gives privacy and offline control. Cloud adds immediate, measurable improvements in search quality, consistency, and responsiveness for teams and agents running at scale."
-
-## Packaging Guidance
-
- Base: local FTS plus optional local semantic search.
- Cloud value: higher semantic quality, stable performance under load, and consistent team-wide retrieval.
- Keep interfaces pluggable (`EmbeddingProvider`, vector backend protocol) so implementation can evolve without changing user workflows.
@@ -1,138 +0,0 @@
-# MCP UI Bakeoff - Instructions & Test Plan
-
-Last updated: 2026-02-02
-
-## Scope
-
-Compare three presentation paths for Basic Memory MCP tools:
-
-1. **Tool‑UI (React)** via MCP App resources.
-2. **MCP‑UI Python SDK** embedded UI resources (legacy host path).
-3. **ASCII/ANSI** output for TUI clients.
-
-This doc is the running instruction set and test plan. Update as implementation progresses.
-
---
-
-## Prerequisites
-
- Repo: `basic-memory` (worktree: `basic-memory-mcp-ui-poc`)
- Node for tool‑ui build (already used for POC)
- Python 3.12+ with `uv`
-
-Optional (for MCP‑UI Python SDK path):
-
- Local repo: `/Users/phernandez/dev/mcp-ui`
- Install the server SDK into the Basic Memory venv:
-  - `uv pip install -e /Users/phernandez/dev/mcp-ui/sdks/python/server`
-
---
-
-## Build / Refresh Steps
-
-### Tool‑UI React bundle
-
-```bash
-cd ui/tool-ui-react
-npm install
-npm run build
-```
-
-This regenerates:
-
- `src/basic_memory/mcp/ui/html/search-results-tool-ui.html`
- `src/basic_memory/mcp/ui/html/note-preview-tool-ui.html`
-
---
-
-## How to Run the MCP Server
-
-```bash
-basic-memory mcp --transport stdio
-```
-
-Optional to pick UI variant for MCP App resources:
-
-```bash
-export BASIC_MEMORY_MCP_UI_VARIANT=tool-ui   # or vanilla | mcp-ui
-```
-
---
-
-## Test Cases
-
-### 1) MCP App Resource UI (tool‑ui / vanilla / mcp‑ui)
-
-Tools:
- `search_notes`
- `read_note`
-
-Expect:
- Tool meta points to `ui://basic-memory/search-results` and `ui://basic-memory/note-preview`
- Resource content differs by `BASIC_MEMORY_MCP_UI_VARIANT`
- Variant‑specific URIs also available:
-  - `ui://basic-memory/search-results/vanilla`
-  - `ui://basic-memory/search-results/tool-ui`
-  - `ui://basic-memory/search-results/mcp-ui`
-  - `ui://basic-memory/note-preview/vanilla`
-  - `ui://basic-memory/note-preview/tool-ui`
-  - `ui://basic-memory/note-preview/mcp-ui`
-
-Manual check:
- Trigger tool in MCP‑App‑capable host and confirm UI renders.
-
---
-
-### 2) Text / JSON Output Modes
-
-Tools:
- `search_notes(output_format="text" | "json")`
- `read_note(output_format="text" | "json")`
- `write_note(output_format="text" | "json")`
- `edit_note(output_format="text" | "json")`
- `recent_activity(output_format="text" | "json")`
- `list_memory_projects(output_format="text" | "json")`
- `create_memory_project(output_format="text" | "json")`
- `delete_note(output_format="text" | "json")`
- `move_note(output_format="text" | "json")`
- `build_context(output_format="json" | "text")`
-
-Expect:
- `text` mode preserves existing human-readable responses.
- `json` mode returns structured dict/list payloads for machine-readable clients.
-
-Automated:
- `uv run pytest test-int/mcp/test_output_format_json_integration.py`
-
---
-
-### 3) MCP‑UI Python SDK (embedded UI resource)
-
-Tools (embedded resource responses):
- `search_notes_ui` (MCP‑UI SDK)
- `read_note_ui` (MCP‑UI SDK)
-
-Expected output:
- Tool response content contains an EmbeddedResource (`type: "resource"`)
- `mimeType` is `text/html`
- `_meta` includes:
-  - `mcpui.dev/ui-preferred-frame-size`
-  - `mcpui.dev/ui-initial-render-data`
-
-Manual check:
- Render tool responses using `UIResourceRenderer` (legacy host flow).
-
-Automated (if SDK installed):
- `uv run pytest test-int/mcp/test_ui_sdk_integration.py`
-
---
-
-## Bakeoff Notes Template
-
-Fill in after running:
-
- Tool‑UI (React): __
- MCP‑UI SDK (embedded): __
- Text/JSON modes: __
-
-Decision + rationale: __
@@ -1,260 +0,0 @@
-# Metadata Search Reference
-
-Basic Memory automatically indexes custom frontmatter fields so you can query them with structured filters. Any YAML key in a note's frontmatter beyond the standard set (`title`, `type`, `tags`, `permalink`, `schema`) is stored as `entity_metadata` and becomes searchable.
-
-## Querying with `search_notes`
-
-`search_notes` is the single search tool for all queries — text, metadata filters, or both. The `query` parameter is optional, so you can use metadata filters alone without passing an empty string.
-
-## Filter Syntax
-
-Filters are a JSON dictionary where each key targets a frontmatter field and the value specifies the match condition. Multiple keys combine with **AND** logic — every filter must match.
-
-### Equality
-
-Match a single value exactly.
-
-```json
-{"status": "active"}
-```
-
-Finds notes whose frontmatter contains `status: active`.
-
-### Array Contains (all)
-
-Pass a list to require **all** listed values to be present in the field.
-
-```json
-{"tags": ["security", "oauth"]}
-```
-
-Finds notes tagged with both `security` and `oauth`.
-
-### `$in` (any of)
-
-Match if the field equals **any** value in the list.
-
-```json
-{"priority": {"$in": ["high", "critical"]}}
-```
-
-### `$gt`, `$gte`, `$lt`, `$lte`
-
-Numeric and text comparisons. Numeric values use numeric comparison; strings use lexicographic comparison.
-
-```json
-{"confidence": {"$gt": 0.7}}
-{"score": {"$lte": 100}}
-```
-
-### `$between`
-
-Range filter (inclusive). Takes a `[min, max]` pair.
-
-```json
-{"score": {"$between": [0.3, 0.8]}}
-```
-
-### Nested Access (dot notation)
-
-Access nested frontmatter values using dots.
-
-```json
-{"schema.version": "2"}
-```
-
-This queries the `version` key inside a `schema` object in frontmatter.
-
-### Summary Table
-
-| Operator | Syntax | Example |
-|----------|--------|---------|
-| Equality | `{"field": "value"}` | `{"status": "active"}` |
-| Array contains (all) | `{"field": ["a", "b"]}` | `{"tags": ["security", "oauth"]}` |
-| `$in` (any of) | `{"field": {"$in": [...]}}` | `{"priority": {"$in": ["high", "critical"]}}` |
-| `$gt` / `$gte` | `{"field": {"$gt": N}}` | `{"confidence": {"$gt": 0.7}}` |
-| `$lt` / `$lte` | `{"field": {"$lt": N}}` | `{"score": {"$lt": 0.5}}` |
-| `$between` | `{"field": {"$between": [min, max]}}` | `{"score": {"$between": [0.3, 0.8]}}` |
-| Nested access | `{"a.b": "value"}` | `{"schema.version": "2"}` |
-
-**Key rules:**
- Filter keys must match `[A-Za-z0-9_-]+` (dots separate nesting levels).
- Each operator dict must contain exactly one operator.
- `$in` and array-contains require non-empty lists.
- `$between` requires exactly two values `[min, max]`.
-
-## MCP Tool — `search_notes`
-
-`search_notes` is the single search tool for text queries, metadata filters, or both. The `query` parameter is optional.
-
-**Relevant parameters:**
-
-| Parameter | Type | Description |
-|-----------|------|-------------|
-| `query` | string (optional) | Text search query. Omit for filter-only searches. |
-| `metadata_filters` | dict | Structured filter dict (see syntax above) |
-| `tags` | list[str] | Convenience shorthand — merged into `metadata_filters["tags"]` |
-| `status` | string | Convenience shorthand — merged into `metadata_filters["status"]` |
-
-**Merging rules:** `tags` and `status` are convenience shortcuts. They are merged into `metadata_filters` using `setdefault` — if the same key already exists in `metadata_filters`, the explicit filter wins.
-
-**Examples:**
-
-```python
-# Text search filtered by metadata
-await search_notes("authentication", metadata_filters={"status": "draft"})
-
-# Filter-only search (no query needed)
-await search_notes(metadata_filters={"type": "spec"})
-
-# Combine text, tags shortcut, and metadata
-await search_notes(
-    "oauth flow",
-    tags=["security"],
-    metadata_filters={"confidence": {"$gt": 0.7}},
-)
-
-# Convenience shortcuts
-await search_notes("planning", status="active")
-await search_notes(tags=["tier1", "alpha"])
-```
-
-## Tag Search Shortcuts
-
-The `tag:` prefix in a search query is a shorthand for tag-based metadata filtering. When `search_notes` receives a query starting with `tag:`, it converts the query into a `tags` filter and clears the text query.
-
-```python
-# These are equivalent:
-await search_notes("tag:tier1")
-await search_notes("", tags=["tier1"])
-
-# Multiple tags (comma or space separated) — all must be present:
-await search_notes("tag:tier1,alpha")
-await search_notes("tag:tier1 alpha")
-```
-
-## CLI Access
-
-The `bm tool search-notes` command exposes metadata filtering via `--meta` and `--filter` flags.
-
-### `--meta` — simple key=value filters
-
-Repeatable flag for equality filters on frontmatter fields.
-
-```bash
-# Single filter
-bm tool search-notes "my query" --meta status=draft
-
-# Multiple filters (AND logic)
-bm tool search-notes "" --meta status=active --meta priority=high
-```
-
-### `--filter` — advanced JSON filters
-
-Pass a full JSON filter dictionary for operator-based queries.
-
-```bash
-# Range filter
-bm tool search-notes "" --filter '{"score": {"$between": [0.3, 0.8]}}'
-
-# $in filter
-bm tool search-notes "" --filter '{"priority": {"$in": ["high", "critical"]}}'
-```
-
-### `--tag` and `--status` — convenience shortcuts
-
-```bash
-bm tool search-notes "query" --tag security --tag oauth
-bm tool search-notes "" --status draft
-```
-
-### Combined example
-
-```bash
-bm tool search-notes "authentication" --tag security --meta status=draft --type spec
-```
-
-## Practical Examples
-
-### Example notes with custom frontmatter
-
-**`specs/auth-design.md`:**
-
-```markdown
---
-title: Auth Design
-type: spec
-tags: [security, oauth]
-status: in-progress
-priority: high
-confidence: 0.85
---
-
-# Auth Design
-
-## Observations
- [decision] Use OAuth 2.1 with PKCE for all client types #security
- [requirement] Token refresh must be transparent to the user
-
-## Relations
- implements [[Security Requirements]]
-```
-
-**`specs/search-redesign.md`:**
-
-```markdown
---
-title: Search Redesign
-type: spec
-tags: [search, performance]
-status: draft
-priority: medium
-confidence: 0.6
---
-
-# Search Redesign
-
-## Observations
- [goal] Sub-100ms search response times #performance
- [approach] Hybrid FTS + vector retrieval
-
-## Relations
- depends_on [[Database Schema]]
-```
-
-### Queries that find them
-
-```python
-# Find all in-progress specs
-await search_notes(metadata_filters={"status": "in-progress", "type": "spec"})
-# → Auth Design
-
-# Find high-confidence specs
-await search_notes(metadata_filters={"confidence": {"$gt": 0.7}})
-# → Auth Design (confidence: 0.85)
-
-# Find specs with priority high or medium
-await search_notes(metadata_filters={"priority": {"$in": ["high", "medium"]}})
-# → Auth Design, Search Redesign
-
-# Find specs in a confidence range
-await search_notes(metadata_filters={"confidence": {"$between": [0.5, 0.9]}})
-# → Auth Design (0.85), Search Redesign (0.6)
-
-# Find notes tagged with security
-await search_notes("tag:security")
-# → Auth Design
-
-# Combined: text search + metadata filter
-await search_notes("OAuth", metadata_filters={"status": "in-progress"})
-# → Auth Design
-```
-
-### CLI equivalents
-
-```bash
-bm tool search-notes "" --meta status=in-progress --type spec
-bm tool search-notes "" --filter '{"confidence": {"$gt": 0.7}}'
-bm tool search-notes "OAuth" --meta status=in-progress
-bm tool search-notes --tag security
-```
@@ -1,344 +0,0 @@
-# Post-v0.18.0 Test Plan and Acceptance Criteria
-
-## Goal
-
-Define a complete validation plan for all major features merged after `v0.18.0`, combining:
-
- Coverage-gap-driven automated tests
- Real MCP server integration tests (no mocks for target flows)
- Manual MCP verification via LLM-driven tool calls
-
-This plan is based on commits in `v0.18.0..HEAD` and the latest `just check` coverage output.
-
-## Scope Window
-
- Start tag: `v0.18.0` (2026-01-28)
- End: current `main`
- Change volume: 12 feature commits + 14 bug-fix commits (+ release chores/hotfixes)
-
-## Execution Strategy
-
-1. Stabilize all feature-level acceptance criteria in automated tests first.
-2. Add black-box MCP integration tests for semantic search + schema (real server startup).
-3. Run manual MCP tool-call verification to confirm real UX and routing behavior.
-4. Re-run full gate: `just check` + targeted integration packs.
-
-## Global Quality Gates
-
- Feature criteria below must all pass.
- No regressions in existing suites.
- Coverage improves in targeted low-coverage feature modules.
- SQLite and Postgres parity for search/semantic features.
-
-## Priority Coverage Gaps (from latest run)
-
-These are the most important post-`v0.18.0` feature modules currently under-covered:
-
- `src/basic_memory/mcp/tools/schema.py` (27%)
- `src/basic_memory/mcp/clients/schema.py` (36%)
- `src/basic_memory/mcp/tools/ui_sdk.py` (43%)
- `src/basic_memory/mcp/tools/search.py` (73%)
- `src/basic_memory/repository/postgres_search_repository.py` (63%)
- `src/basic_memory/mcp/async_client.py` (82%)
- `src/basic_memory/api/v2/routers/schema_router.py` (80%)
-
-## Feature Acceptance Criteria and Test Plan
-
-### 1) Schema System (`c97733d`) — DONE
-
-### Acceptance criteria
-
- `schema_validate`, `schema_infer`, and `schema_diff` produce consistent outcomes across CLI/API/MCP for the same fixture set.
- Strict validation fails deterministically on required-field/type violations.
- Validation warnings are stable and machine-readable in non-strict mode.
- Inference output is deterministic for unchanged input corpus.
- Drift diff output is deterministic and identifies missing/extra/type-mismatch fields correctly.
-
-### Existing coverage anchor points
-
- `tests/schema/*`
- `tests/api/v2/test_schema_router.py`
- `test-int/test_schema/*`
-
-### Gaps to close — DONE
-
- ~~MCP schema tool branches (`src/basic_memory/mcp/tools/schema.py`)~~ — 18 tests in `tests/mcp/test_tool_schema.py`
- ~~MCP schema client behavior (`src/basic_memory/mcp/clients/schema.py`)~~ — `tests/mcp/test_client_schema.py`
- ~~Schema router error-path branches (`src/basic_memory/api/v2/routers/schema_router.py`)~~ — `tests/api/v2/test_schema_router.py`
-
-### Planned additions — DONE
-
- ~~Add MCP tool tests for `schema_validate` strict + non-strict result shapes.~~ **DONE**
- ~~Add MCP tool tests for `schema_infer` with explicit `entity_type` and inferred type fallback.~~ **DONE**
- ~~Add MCP tool tests for `schema_diff` empty-diff and non-empty-diff paths.~~ **DONE**
- ~~Add API tests for schema router invalid payload/edge error handling.~~ **DONE**
- Add integration test that starts MCP server and calls schema tools end-to-end on fixture notes. — deferred to backlog item 4.
-
-### 2) Semantic Search (`0777879`, `1428d18`, `344e651`) — DONE
-
-### Acceptance criteria
-
- `search_type=text|vector|hybrid` returns expected ranked results on canonical semantic corpus.
- Missing semantic dependencies fail fast with actionable install guidance.
- Reindex and provider/model changes produce valid vectors without dimension mismatch.
- SQLite and Postgres produce equivalent behavior for semantic modes on the same dataset.
- Generated-column migration path is valid on SQLite environments in use.
-
-### Existing coverage anchor points
-
- `tests/repository/test_sqlite_vector_search_repository.py`
- `tests/repository/test_postgres_search_repository.py`
- `tests/services/test_semantic_search.py`
- `tests/mcp/test_tool_search.py`
- `test-int/test_search_performance_benchmark.py`
-
-### Gaps to close — DONE
-
- ~~Uncovered Postgres vector/hybrid branches~~ — 20 tests in `tests/repository/test_postgres_search_repository_unit.py` + 5 integration tests in `test-int/semantic/test_semantic_coverage.py`
- ~~MCP search semantic/output branches~~ — expanded `tests/mcp/test_tool_search.py`
-
-### Planned additions — DONE
-
- ~~Expand Postgres repository tests for vector query composition edge cases.~~ **DONE**
- ~~Expand Postgres repository tests for hybrid fusion ranking and pagination branches.~~ **DONE**
- ~~Expand Postgres repository tests for embedding/provider error handling branches.~~ **DONE**
- ~~Expand MCP search tool tests for vector/hybrid output formatting branches.~~ **DONE**
- ~~Expand MCP search tool tests for semantic-disabled and missing-dependency failures.~~ **DONE**
- Add MCP integration tests that start server and execute semantic `search_notes` tool calls. — deferred to backlog item 4.
-
-### Semantic search quality benchmarks (NEW)
-
-Full benchmark suite in `test-int/semantic/` covering 5 backend×provider combinations:
- `sqlite-fts`, `sqlite-fastembed`, `postgres-fts`, `postgres-fastembed`, `postgres-openai`
- Quality metrics: hit@1, recall@5, MRR@10 with per-query timing
- Realistic corpus with cross-topic vocabulary overlap (240 notes, 4 topics)
- Rich CLI viewer: `just semantic-report`
- JSON artifact output: `just test-semantic-report`
-
-Key finding: **FastEmbed (384-d local ONNX) matches or exceeds OpenAI (1536-d) quality at 30x lower latency.** Recommending FastEmbed as default for both local and cloud deployments.
-
-### 3) Per-Project Local/Cloud Routing + API Key Auth (`d84708c`, `ed94877`, `312662f`) — DONE
-
-### Acceptance criteria
-
- Project mode (`local`/`cloud`) persists and displays correctly.
- Routing selects ASGI for local projects and HTTP+Bearer for cloud projects.
- Cloud project without key fails with explicit remediation (`cloud set-key`/`cloud create-key`).
- Resolution precedence is correct (factory > force-local > per-project cloud > global fallback > local).
- Watch/sync only run for local projects.
-
-### Existing coverage anchor points
-
- `tests/mcp/test_async_client_modes.py`
- `tests/cli/test_project_set_cloud_local.py`
- `tests/mcp/test_project_context.py`
- `tests/test_project_resolver.py`
- `tests/sync/test_watch_service_reload.py`
-
-### Gaps to close — DONE
-
- ~~Cloud routing branch gaps in `src/basic_memory/mcp/async_client.py`~~ — expanded `tests/mcp/test_async_client_modes.py`
-
-### Planned additions — DONE
-
- ~~Add branch-focused tests for all unresolved routing branches in `get_client()`.~~ **DONE**
- Add MCP integration scenario with mixed local/cloud project config — deferred to backlog item 4.
-
-### 4) Project-Prefixed Permalinks + Memory URL Routing (`545804f`) — DONE
-
-### Acceptance criteria
-
- Project-prefixed permalinks are generated consistently on create/update/import flows.
- Memory URLs resolve to the correct project/entity even with duplicate note titles.
- `read_note`, `search`, `build_context`, write/edit/move flows preserve project identity correctly.
- Link resolution remains correct for context-aware wikilinks.
-
-### Existing coverage anchor points
-
- `tests/utils/test_permalink_formatting.py`
- `tests/mcp/test_tool_read_note.py`
- `tests/mcp/test_tool_search.py`
- `tests/services/test_context_service.py`
- `test-int/mcp/test_read_note_integration.py`
-
-### Gaps to close
-
- No major coverage alarm in report, but keep as regression-critical due broad impact surface.
-
-### Planned additions — DONE
-
- ~~Add one integration test with colliding titles across two projects and assert URL routing invariants.~~ **DONE** — `test-int/mcp/test_permalink_collision_integration.py` (2 tests: collision across projects + memory:// URL routing with project prefix)
-
-### 5) MCP UI Variants + TUI Output (`8bc03d1`) — DONE
-
-### Acceptance criteria
-
- UI resource variant selection (`tool-ui`, `vanilla`, `mcp-ui`) follows env configuration.
- `search_notes` and `read_note` expose expected resource metadata for UI hosts.
- `ascii`/`ansi` outputs are deterministic and stable for terminal clients.
-
-### Existing coverage anchor points
-
- `tests/mcp/test_tool_contracts.py`
- `test-int/mcp/test_output_format_json_integration.py`
- `test-int/mcp/test_ui_sdk_integration.py`
-
-### Gaps to close — DONE
-
- ~~`src/basic_memory/mcp/tools/ui_sdk.py` branch coverage~~ — `tests/mcp/test_ui_sdk.py`
- ~~`src/basic_memory/mcp/ui/sdk.py` and `src/basic_memory/mcp/ui/templates.py` branch coverage~~ — `tests/mcp/test_ui_templates.py` + `tests/mcp/test_ui_resources.py`
-
-### Planned additions — DONE
-
- ~~Add unit tests for UI SDK metadata generation and template selection branches.~~ **DONE** — 31 tests
- ~~Add integration assertion for variant-specific resource URIs and metadata payload shape.~~ **DONE**
-
-### 6) Watch Command (`8df88e4`) — DONE
-
-### Acceptance criteria
-
- `basic-memory watch` starts and processes create/update/delete events.
- Watch restart/reload path does not duplicate watchers.
- Cloud-mode projects are excluded from active watcher set.
-
-### Existing coverage anchor points
-
- `tests/cli/test_watch.py`
- `tests/sync/test_coordinator.py`
- `tests/sync/test_watch_service_reload.py`
-
-### Planned additions — DONE
-
- ~~Add one stress-style integration test for rapid file changes and watcher stability.~~ **DONE** — `tests/sync/test_watch_service_stress.py` (3 tests: 50-file batch, mixed add/modify/delete batch, rapid modifications to same file)
-
-### 7) CLI JSON Output (`a47c9c0`) — DONE
-
-### Acceptance criteria
-
- `--format json` returns valid JSON with stable keys for success paths.
- Error paths also return JSON-shaped output with correct non-zero exits.
- Default human output remains unchanged.
-
-### Existing coverage anchor points
-
- `tests/cli/test_cli_tool_json_output.py`
- `test-int/cli/test_cli_tool_json_integration.py`
-
-### Planned additions — DONE
-
- ~~Add one failure-path integration test per high-use tool command.~~ **DONE** — `test-int/cli/test_cli_tool_json_failure_integration.py` (4 tests: read-note not found, write-note missing content, write→read roundtrip, recent-activity empty project)
-
-### 8) Search/Edit and Metadata Fixes (`530cbac`, `f1d50c2`, `8838571`, `009e849`) — DONE
-
-### Acceptance criteria
-
- Metadata filters produce consistent results on SQLite and Postgres.
- `tag:` shorthand works alone and with mixed query terms.
- Fast write/edit paths preserve `external_id` and metadata integrity.
-
-### Existing coverage anchor points
-
- `tests/repository/test_metadata_filters.py`
- `tests/repository/test_search_repository.py`
- `tests/services/test_search_service.py`
-
-### Planned additions — DONE
-
- ~~Add Postgres-specific metadata filter edge-case tests to mirror SQLite assertions exactly.~~ **DONE** — `tests/repository/test_metadata_filters_edge_cases.py` (6 tests: missing field, AND logic, contains single-element array, nested path missing intermediate, $gte/$lte boundaries, $between inclusive — all pass on both SQLite and Postgres)
-
-### 9) Compatibility and Hotfix Regression Pack (`c46d7a6`, `a0e754b`, `343a6e1`, `24ca5f6`, `e3ced49`, `8489a3d`, `b609c4e`, `f6e0a5b`, `7624a20`)
-
-### Acceptance criteria
-
- Legacy endpoints required by older CLI versions function without `405` (`GET /projects/projects`, `POST /projects/projects`, `POST /projects/config/sync`).
- Entity creation conflicts map to conflict status (not 500).
- `recent_activity` prompt defaults are correct.
- No spurious `metadata: {}` in serialized frontmatter.
- Tigris/rclone uses global consistency headers for all transaction types.
- `bm --version` fast path avoids heavy import path and remains responsive.
- Default SQLite DB path is isolated by config dir.
-
-### Gaps to close
-
- ~~Commits with no direct tests added (`c46d7a6`, `344e651`, `f6e0a5b`) need explicit regression tests.~~ **DONE**
-
-### Planned additions — DONE
-
- ~~Add API compat test covering all legacy endpoint methods and payloads.~~ **DONE** — `test_legacy_v1_add_project_endpoint`, `test_legacy_v1_sync_config_endpoint`
- ~~Add CLI fast-path test for `--version` import behavior/performance guard.~~ **DONE** — `test_bm_version_does_not_import_heavy_modules`
- ~~Add empty metadata serialization regression test.~~ **DONE** — `test_schema_to_markdown_empty_metadata_no_metadata_key`
- Add migration safety test for SQLite generated columns (`VIRTUAL` expectation) — deferred, low risk.
-
-## MCP Manual Verification Plan (LLM Tool Calls)
-
-Run after automated tests pass.
-
-### Setup
-
- Start MCP server: `basic-memory mcp --transport stdio`
- Use an MCP-capable client and issue tool calls directly.
-
-### Manual scenarios
-
- Schema: call `schema_validate`, `schema_infer`, and `schema_diff` on known fixtures.
- Schema: verify error and success payloads match acceptance criteria.
- Semantic search: call `search_notes` with `search_type=text|vector|hybrid`.
- Semantic search: verify ranking relevance on semantic fixture queries.
- Routing: call tools with explicit project on mixed local/cloud setup.
- Routing: verify success/failure paths with and without API key.
- Permalink routing: read/write/search notes across projects with colliding titles.
- Permalink routing: verify memory URL routing correctness.
- UI/TUI: call `search_notes` and `read_note` with UI variants and `output_format=text|json`.
- UI/TUI: verify payload/resource format and metadata completeness.
-
-## Implementation Backlog (Ordered)
-
-1. ~~Fill schema MCP/client/router coverage gaps.~~ **DONE** — 18 tests in `test_tool_schema.py` + `test_client_schema.py`
-2. ~~Fill semantic search MCP + Postgres repository gaps.~~ **DONE** — 20 tests in `test_postgres_search_repository_unit.py` + `test_tool_search.py`
-3. ~~Add compatibility regression tests (legacy endpoints, migration, version fast path).~~ **DONE** — 5 tests across 3 files (see below)
-4. ~~Add feature-level integration tests (permalinks, watch, CLI JSON, metadata filters).~~ **DONE** — 15 tests across 4 files (see items 4, 6, 7, 8 above)
-5. ~~Expand UI SDK and template branch tests.~~ **DONE** — 31 tests in `test_ui_templates.py` + `test_ui_sdk.py` + `test_ui_resources.py`
-6. ~~Run full gate and capture results in a short release readiness summary.~~ **DONE** — see results below
-
-### Full Gate Results (`just check`)
-
-| Phase | Result |
-|-------|--------|
-| lint | PASS |
-| format | PASS |
-| typecheck | PASS |
-| Unit tests (SQLite) | 1788 passed, 15 skipped |
-| Integration tests (SQLite) | 243 passed, 4 skipped, 10 deselected |
-| Unit tests (Postgres) | 1760 passed, 28 skipped |
-| Integration tests (Postgres) | 234 passed, 13 skipped, 10 deselected |
-
-**0 failures. 10 deselected = semantic benchmark tests (run separately via `just test-semantic`).**
-
-### Item 3 Details — Compatibility Regression Tests
-
-| Test | File | What it covers |
-|------|------|----------------|
-| `test_legacy_v1_add_project_endpoint` | `tests/api/v2/test_project_router.py` | POST `/projects/projects` legacy route reachable (idempotent path) |
-| `test_legacy_v1_sync_config_endpoint` | `tests/api/v2/test_project_router.py` | POST `/projects/config/sync` legacy route reachable |
-| `test_bm_version_does_not_import_heavy_modules` | `tests/cli/test_cli_exit.py` | `bm --version` fast path does not load `basic_memory.mcp` |
-| `test_schema_to_markdown_empty_metadata_no_metadata_key` | `tests/markdown/test_entity_parser_error_handling.py` | `schema_to_markdown()` with `entity_metadata={}` emits no `metadata:` key |
-| `test_legacy_v1_list_projects_endpoint` | `tests/api/v2/test_project_router.py` | (pre-existing) GET `/projects/projects` legacy route |
-
-**Suite totals after item 3: 1764 passed, 15 skipped, 0 failures.**
-
-## Suggested Commands
-
- Full suite: `just check`
- Fast loop: `just fast-check`
- E2E consistency: `just doctor`
- SQLite focused: `just test-sqlite`
- Postgres focused: `just test-postgres`
- Schema integration: `pytest test-int/test_schema -q`
- Semantic + repo focus: `pytest tests/repository/test_postgres_search_repository.py tests/mcp/test_tool_search.py tests/services/test_semantic_search.py -q`
- MCP integration focus: `pytest test-int/mcp -q`
-
-## Exit Criteria for This Plan
-
- All feature acceptance criteria above are validated.
- All identified high-priority coverage gaps are addressed or explicitly documented as intentional.
- Manual MCP verification scenarios complete with no P0/P1 findings.
@@ -1,318 +0,0 @@
-# v0.19.0 Release Notes
-
-## Overview
-
-v0.19.0 is a major release that introduces semantic vector search, a schema validation system,
-project-prefixed permalinks, per-project cloud routing, and a significant upgrade to FastMCP 3.0.
-It includes 90+ commits since v0.18.0 spanning new features, architectural improvements, and
-stability fixes across both SQLite and Postgres backends.
-
---
-
-## Major Features
-
-### Semantic Vector Search
-
-Full vector and hybrid search for SQLite (via sqlite-vec) and Postgres (via pgvector).
-
- **Hybrid search mode** combines full-text search (FTS) with vector similarity for best results
- **Score-based fusion** replaces RRF for hybrid ranking — `max(vec, fts) + 0.3 * min(vec, fts)` preserves dominant signals and rewards dual-source agreement (#577)
- **Default search mode** is now `hybrid` when semantic search is enabled, `text` when disabled
- Embedding providers: FastEmbed (local, default) or OpenAI API
- Configurable similarity threshold via `semantic_min_similarity` (default 0.55)
- Per-query `min_similarity` override on `search_notes` tool
- Auto-backfill: existing entities get embeddings generated on first startup
- Backend-specific distance-to-similarity conversion (cosine for SQLite, inner product for Postgres)
- FTS fallback: if semantic dependencies are missing, search gracefully degrades to text-only
- sqlite-vec knn `k` parameter capped at 4096 to prevent backend errors
-
-**Configuration:**
-```json
-{
-  "semantic_search_enabled": true,
-  "semantic_embedding_provider": "fastembed",
-  "semantic_embedding_model": "bge-small-en-v1.5",
-  "semantic_min_similarity": 0.55
-}
-```
-
-**Usage:**
-```
-search_notes("machine learning concepts", search_type="hybrid")
-search_notes("similar to my notes on coffee", search_type="vector")
-search_notes("exact phrase match", search_type="text")
-search_notes("broad search", min_similarity=0.3)  # lower threshold for more results
-```
-
-### Schema System
-
-Validate note structure against user-defined schemas with frontmatter-based rules.
-
- Define schemas as YAML in note frontmatter with field types, required fields, and constraints
- Frontmatter validation during sync — malformed notes get clear error messages
- Schema inference from existing notes to bootstrap schemas from your content
- Schema diff to compare two schemas and see changes
- Available via MCP tools and CLI
-
-### Project-Prefixed Permalinks
-
-Permalinks now include the project name for unambiguous cross-project references.
-
- Memory URLs like `memory://project-name/folder/note` route to the correct project
- Existing non-prefixed permalinks continue to work (backwards compatible)
- Controlled by `permalinks_include_project` config (default: true)
- `build_context` and `search_notes` auto-detect project from URL prefix
-
-### Per-Project Cloud Routing
-
-Individual projects can be routed through the cloud while others stay local.
-
- Set a project to cloud mode: `bm project set-cloud research`
- Revert to local: `bm project set-local research`
- Uses API key authentication: `bm cloud set-key bmc_abc123...`
- MCP tools automatically route based on each project's mode
- Local MCP server (`bm mcp`) still uses local routing for all projects by default
- `--local` and `--cloud` CLI flags override per-command
-
-### Workspace Selection
-
-Cloud projects can target specific workspaces for multi-tenant environments.
-
- `workspace` parameter on MCP tools for explicit workspace targeting
- CLI workspace-aware project listing with `bm project list`
- Spinner feedback while fetching cloud projects
-
---
-
-## New Tools and Capabilities
-
-### Dashboard (`bm project info`)
-
-`bm project info` now displays an htop-inspired compact dashboard with:
-
- Horizontal bar charts for note types (top 5)
- Embedding coverage bar with Unicode block characters
- Colored status dots for at-a-glance health
- `EmbeddingStatus` schema and `get_embedding_status()` service method for programmatic access
-
-### Unified Metadata Search
-
-`search_by_metadata` has been merged into `search_notes` — one tool for all searches.
-`query` is now optional, so you can search purely by frontmatter metadata.
-
-```
-search_notes(metadata_filters={"status": "in-progress"})
-search_notes(metadata_filters={"tags": ["security", "oauth"]})
-search_notes(metadata_filters={"priority": {"$in": ["high", "critical"]}})
-search_notes(metadata_filters={"schema.confidence": {"$gt": 0.7}})
-search_notes(tags=["security"])  # convenience shorthand
-search_notes(status="draft")     # convenience shorthand
-```
-
-### JSON Output Mode
-
-All MCP tools now support `output_format="json"` for machine-readable responses.
-
- Default remains `"text"` for human-readable output (no breaking changes)
- `build_context` defaults to `"json"` with slimmed payloads (redundant fields stripped)
- CLI tool commands support `--format json` flag
-
-### `tag:` Search Shorthand
-
-Search by tag using convenient shorthand syntax.
-
-```
-search_notes("tag:security")
-search_notes("tag:coffee AND tag:brewing")
-```
-
-### Entity User Tracking
-
-Entities now track `created_by` and `last_updated_by` fields for attribution.
-
-### Improved Search Result Content (#609)
-
-Search results now surface more relevant context:
-
- `matched_chunk_text` populated for FTS-only hybrid results (no more fallback to truncated content)
- `TOP_CHUNKS_PER_RESULT` increased from 3 to 5, catching answers deeper in large notes (~2700 → ~4500 chars)
- `CONTENT_DISPLAY_LIMIT` doubled from 2000 to 4000 chars for results without matched chunks
-
-### `write_note` Overwrite Guard (#632)
-
-`write_note` is now non-idempotent by default. If a note already exists, the tool returns an
-error instead of silently overwriting. Pass `overwrite=True` to replace, or use `edit_note`
-for incremental updates. Config option `write_note_overwrite_default` restores the old upsert
-behavior.
-
---
-
-## Architecture Changes
-
-### Score-Based Hybrid Fusion (#577)
-
-RRF (Reciprocal Rank Fusion) compressed all fused scores to ~0.016, destroying ranking
-differentiation. The new formula `max(vec, fts) + FUSION_BONUS * min(vec, fts)` preserves
-dominant signals and rewards dual-source agreement. Zero-score results now produce zero
-fused score instead of receiving a 0.1 weight floor.
-
-### FastMCP 3.0 Upgrade
-
-Upgraded from FastMCP 2.12.3 to 3.0.1.
-
- Tool annotations (`readOnlyHint`, `openWorldHint`) for better client integration
- Improved MCP protocol compliance
- Better error handling and context management
-
-### Prompts Call MCP Tools Directly
-
-MCP prompts (`search`, `continue_conversation`) now call MCP tools directly instead of
-going through API endpoints. This fixes empty results in discovery mode and ensures prompts
-use the same resolution logic as tools (including LinkResolver fallback).
-
-### build_context LinkResolver Fallback
-
-`build_context` now falls back to LinkResolver when an exact permalink lookup returns empty.
-This uses the same 7-strategy resolution pipeline as `read_note`, so callers no longer get
-empty results for valid note identifiers that don't match exact permalinks.
-
-### Sync Handles Semantic Dependency Errors Gracefully
-
-When sqlite-vec or another embedding provider is unavailable, `sync_file` now catches
-`SemanticDependenciesMissingError` separately. The entity is created and FTS-indexed
-successfully — only vector embeddings are skipped, with a clear warning:
-
-```
-WARNING: Semantic search dependencies missing — vector embeddings skipped for path=note.md.
-Run 'bm reindex --embeddings' after resolving the dependency issue.
-```
-
-### Unified Project Path
-
-Cloud projects with bisync now store the local filesystem path in `path` (not the Docker
-container path). Config migration automatically promotes `local_sync_path` → `path` for
-existing configs.
-
---
-
-## CLI Improvements
-
-### Status and Doctor Default to Local Routing
-
-`bm status` and `bm doctor` now default to local routing since they scan the local filesystem.
-Previously, cloud-mode projects would route these commands to the cloud API, which returned
-Docker-internal paths that don't exist locally.
-
-### `--format json` for CLI Tool Commands
-
-All `bm tool` subcommands support `--format json` for machine-readable output, enabling
-integration with scripts and plugins.
-
-### `--json` for Top-Level CLI Commands
-
-Five additional CLI commands now support `--json` for machine-readable output:
-
- `bm status --json` — sync report with new/modified/deleted/moved files and skipped files
- `bm project list --json` — structured project list with name, paths, routing mode, and defaults
- `bm schema validate --json` — validation report with per-note pass/fail, warnings, and errors
- `bm schema infer --json` — field frequency analysis and suggested schema definition
- `bm schema diff --json` — drift report with new fields, dropped fields, and cardinality changes
-
-This complements the existing `bm project info --json` and `bm tool --format json` support,
-making all major CLI commands scriptable for CI pipelines and automation.
-
-### Cloud Promo and Analytics
-
- Cloud promo panel shown on first run or version bump with OSS discount code
- Anonymous usage telemetry via Umami Cloud (promo/login funnel events only)
- Opt out with `BASIC_MEMORY_NO_PROMOS=1`
- No PII, no file contents, no per-command tracking
- See [Telemetry](https://github.com/basicmachines-co/basic-memory#telemetry) in README
-
---
-
-## Bug Fixes
-
- **#577**: RRF fusion compressed all hybrid scores to ~0.016, destroying ranking differentiation
- **#582**: build_context returns empty results on valid note identifiers
- **#575**: Remove hardcoded "main" default from default_project
- **#595**: recent_activity dedup and pagination across MCP tools
- **#593**: Backend-specific distance-to-similarity conversion
- **#592**: Strip NUL bytes from content before PostgreSQL search indexing
- **#562**: Use VIRTUAL instead of STORED columns in SQLite migration
- **#558**: Add X-Tigris-Consistent headers to all rclone commands
- **#541**: Handle EntityCreationError as conflict
- **#536**: Stabilize metadata filters on Postgres
- **#533**: Fix recent_activity prompt defaults
- **#530**: Prevent spurious `metadata: {}` in frontmatter output
- **#601**: Return matched chunk text in search results
- **#606**: Accept `null` for `expected_replacements` in `edit_note`
- **#579, #607**: Guard against closed streams in promo panel and missing vector tables on shutdown
- **#609**: FTS-only hybrid results missing `matched_chunk_text`; content limits too conservative
- **#631**: `build_context` related_results schema validation failure — replaced fragile `_slim_context()` stripping with Pydantic `exclude=True` field config
- **#630**: Skip workspace resolution when client factory is active — prevents 401 errors in cloud MCP server mode
- **#30**: `tag:` prefix query fails with hybrid search — moved tag prefix parsing to MCP tool level so it works with all search modes
- **#31**: `search_notes` returns cluttered observation/relation-level results — now defaults to entity-level results
- **#28**: `schema_infer` and `schema_diff` return raw Pydantic models as "undefined" in LLM output — added markdown formatters
- Fix `schema_validate` identifier resolution (now uses LinkResolver) and text rendering (markdown formatter)
- **#634**: `schema_validate` and `schema_diff` use stale database metadata instead of reading schema definitions from file — now reads frontmatter directly from the file with fallback to database metadata
- Fix `Post(**metadata)` crash when frontmatter contains `content` or `handler` keys
- Fix list-valued frontmatter fields (`title`, `type`) crashing on `.strip()` — now coerced to strings
- Cap sqlite-vec knn `k` parameter at 4096 to prevent backend errors
- Parameterize SQL queries in search repository type filters
- Double-default display in project list
- `ensure_frontmatter_on_sync` default changed to `True`
- Status/doctor commands fail with cloud-mode projects (Docker path error)
- Prompts return "0 projects" in discovery mode
-
---
-
-## Security
-
- Upgrade `cryptography` for CVE advisory
- Upgrade `python-multipart` for security advisory
-
---
-
-## Internal / Developer
-
- **#598**: Upgrade FastMCP 2.12.3 → 3.0.1 with tool annotations
- **#594**: Add `ty` as supplemental type checker
- **#538**: Add fast feedback loop tooling (`just fast-check`, `just doctor`, `just testmon`)
- **#600**: Rename `entity_type` to `note_type` for consistency
- **#596**: Fix CLI runtime defects and audit regressions
- CLI refactoring and workspace-aware cloud project listing
- Split and speed up PR test matrix in CI
- Fix CI: collect coverage from test jobs instead of re-running all tests
- Create `search_vector_chunks` in test fixtures for Postgres compatibility
-
---
-
-## Configuration Changes
-
-| Setting | Old Default | New Default | Notes |
-|---------|-------------|-------------|-------|
-| `semantic_search_enabled` | `false` | `true` | Semantic search on by default |
-| `ensure_frontmatter_on_sync` | `false` | `true` | Frontmatter added during sync |
-| `permalinks_include_project` | `false` | `true` | Project prefix in permalinks |
-
---
-
-## Upgrade Notes
-
- **Semantic search dependencies** are now included by default. If sqlite-vec fails to load,
-  search gracefully falls back to FTS. Run `bm reindex --embeddings` to generate embeddings
-  for existing content.
- **Hybrid search scoring** has changed from RRF to score-based fusion. Search result ordering
-  may differ — results should be more accurate with better score differentiation.
- **`search_by_metadata`** is removed as a standalone tool. Use `search_notes` with
-  `metadata_filters` instead (same parameters, same behavior).
- **Project-prefixed permalinks** are enabled by default. Existing notes keep their current
-  permalinks until modified. Set `permalinks_include_project: false` to disable.
- **Frontmatter on sync** is now enabled by default. Files without frontmatter will have it
-  added on next sync. Set `ensure_frontmatter_on_sync: false` to preserve old behavior.
- **Config migration** runs automatically for cloud projects with bisync — `local_sync_path`
-  is promoted to `path` so filesystem operations work correctly.
- **`write_note` is no longer idempotent** — calls to `write_note` for existing notes now
-  return an error unless `overwrite=True` is passed. Use `edit_note` for incremental changes,
-  or set `write_note_overwrite_default: true` in config to restore the old behavior.
@@ -1,209 +0,0 @@
-# Semantic Search Manual Test Log
-
-## Overview
-
-Manual test session for semantic (vector) search on the main project.
- Date: 2026-02-15
- Database: ~/.basic-memory/memory.db (SQLite)
- Entities: 456 embedded, 2714 vector chunks
- Search index: 2390 FTS entries
- Embedding model: default (384-dim, sqlite-vec)
-
-## Test Plan
-
-1. **Search Type Routing** — verify vector/hybrid/text dispatch, invalid search_type handling
-2. **Conceptual Queries** — natural language where vector should beat FTS
-3. **Keyword Queries** — exact terms where FTS should be strong
-4. **Hybrid Ranking** — queries where both FTS and vector contribute
-5. **Result Types** — entities, observations, relations in vector results
-6. **Filters + Vector** — combine vector with types/entity_types/after_date
-7. **Edge Cases** — short queries, long queries, empty, special chars, no-match
-8. **Pagination** — page > 1, page_size respected
-
---
-
-## Test Results
-
-### Test 1: Search Type Routing
-
-#### 1a: search_type="semantic" (invalid value)
- **Input:** query="how does the knowledge graph work", search_type="semantic"
- **Expected:** error or explicit fallback
- **Actual:** Silently falls through to text search (else branch in search.py:430)
- **Verdict:** BUG — should either be a recognized alias for "vector" or return an error
-
-#### 1b: search_type="vector"
- **Input:** query="keeping AI context between sessions", search_type="vector"
- **Actual:** 5 results, scores ~0.58-0.59, found "Maintaining context across conversation boundaries" observation
- **Verdict:** PASS
-
-#### 1c: search_type="text" with conceptual query
- **Input:** query="keeping AI context between sessions", search_type="text"
- **Actual:** 0 results (no exact keyword match)
- **Verdict:** PASS (expected — FTS requires token overlap)
-
-#### 1d: search_type="hybrid" with conceptual query
- **Input:** query="keeping AI context between sessions", search_type="hybrid"
- **Actual:** 5 results, same ranking as vector (FTS contributed nothing here)
- **Verdict:** PASS
-
-#### 1e: search_type="text" with keyword query
- **Input:** query="OAuth authentication", search_type="text"
- **Actual:** 3 results — AUTH.md Supabase OAuth, OAuth Rip-and-Replace, OAuth Integration Analysis
- **Verdict:** PASS
-
-#### 1f: search_type="vector" with keyword query
- **Input:** query="OAuth authentication", search_type="vector"
- **Actual:** Same top results as text (keyword-rich content also scores well in vector space)
- **Verdict:** PASS
-
---
-
-### Test 2: Conceptual Queries (vector advantage)
-
-#### 2a: Natural language question
- **Input:** query="why do AI assistants forget things", search_type="vector"
- **Actual:** 5 results — Manual Testing Session, "Balance security and usability" observation, "Tools should match thought patterns" observation. Scores ~0.56-0.57
- **Vector advantage:** Found conceptually related content despite no exact keyword overlap
- **Verdict:** PASS
-
-#### 2b: Same query, text search
- **Input:** query="why do AI assistants forget things", search_type="text"
- **Actual:** 1 result — "What is Basic Memory?" (likely matched on "AI" token)
- **Verdict:** PASS (demonstrates vector advantage — text barely matched)
-
-#### 2c: Domain concept with no jargon
- **Input:** query="pricing strategy for cloud product", search_type="vector"
- **Actual:** 3 results — SPEC-16 MCP Cloud Service Consolidation, knowledge architecture observation, Visual Knowledge Spaces relation. Scores ~0.56-0.57
- **Verdict:** PASS (found cloud-related content conceptually)
-
-#### 2d: Technical concept, long query
- **Input:** query="SQLite performance optimization WAL mode concurrent writes", search_type="vector"
- **Actual:** 3 results — SPEC-11 API Performance Optimization, Real-Time Updates with WebSockets, marketing status update. Scores ~0.55-0.58
- **Verdict:** PASS (found performance-related content)
-
---
-
-### Test 3: Keyword Queries (FTS strength)
-
-#### 3a: Exact term match — "OAuth authentication"
- **Text:** 3 results with high relevance (exact matches in titles)
- **Vector:** Same top results (keyword overlap helps vector too)
- **Verdict:** PASS — FTS and vector converge on keyword-rich queries
-
-#### 3b: "OAuth" single keyword, hybrid mode
- **Input:** query="OAuth", search_type="hybrid"
- **Actual:** 5 results — Basic Memory Coding Guide, AI Collaboration Examples, SPEC-18, daily note, Manual Testing Session. FTS + vector blended. Scores ~0.016-0.032
- **Note:** Top hybrid result is "Basic Memory Coding Guide" not an OAuth-specific doc — suggests hybrid scoring may dilute strong FTS matches
- **Verdict:** PASS but hybrid ranking questionable for single-keyword queries
-
---
-
-### Test 4: Hybrid Ranking
-
-#### 4a: Hybrid vs vector on "OAuth authentication"
- **Hybrid with entity_types=["entity"]:** 5 results — RLS Implementation Lessons, Cloud Readiness Assessment, AUTH.md OAuth, Core Service Implementation, OAuth Rip-and-Replace. Scores ~0.016-0.023
- **Vector with entity_types=["entity"]:** 5 results — Core Service Implementation, SPEC-13 CLI Auth, Coding Guide, Authentication Service, ADR Production Auth. Scores ~0.55-0.60
- **Observation:** Hybrid surfaces different top results than vector-only. Hybrid found RLS and Cloud Readiness docs that vector didn't prioritize. Different ranking is expected from RRF fusion.
- **Verdict:** PASS — hybrid produces meaningfully different ranking
-
---
-
-### Test 5: Result Types
-
-#### 5a: Vector returns all result types
- **Input:** query="keeping AI context between sessions", search_type="vector"
- **Entities:** SPEC-18 AI Memory Management Tool (type=entity)
- **Relations:** Prompt Builder integrates_with (type=relation)
- **Observations:** "Translation layer is key" (type=observation), "Maintaining context across conversation boundaries" (type=observation)
- **Verdict:** PASS — all three types appear in vector results
-
-#### 5b: Observations carry metadata
- **Observation result:** category="challenge", content="Maintaining context across conversation boundaries", from_entity="research/ai-knowledge-management-research"
- **Verdict:** PASS — category, content, from_entity, tags all present
-
-#### 5c: Relations carry link info
- **Relation result:** relation_type="integrates_with", from_entity="development/features/prompt-builder...", to_entity (present but truncated in some)
- **Verdict:** PASS — relation metadata present
-
---
-
-### Test 6: Filters + Vector Search
-
-#### 6a: entity_types=["entity"] with vector
- **Input:** query="OAuth authentication", search_type="vector", entity_types=["entity"]
- **Actual:** 5 results, all type="entity" (Core Service Implementation, SPEC-13, Coding Guide, Authentication Service, ADR Auth)
- **Verdict:** PASS — filter correctly restricts to entities only
-
-#### 6b: types=["note"] with vector
- **Input:** query="OAuth authentication", search_type="vector", types=["note"]
- **Actual:** Same 5 results (all have entity_type="note" in metadata)
- **Verdict:** PASS — types filter works with vector search
-
-#### 6c: after_date with vector
- **Input:** query="OAuth authentication", search_type="vector", after_date="2025-06-01"
- **Actual:** 3 results — Core Service Implementation, Cloud Web App analysis observation, SPEC-13. Filtered out older OAuth docs.
- **Verdict:** PASS — date filter applied correctly
-
-#### 6d: entity_types=["entity"] with hybrid
- **Input:** query="OAuth authentication", search_type="hybrid", entity_types=["entity"]
- **Actual:** 5 results, all type="entity" — RLS lessons, Cloud Readiness, AUTH.md OAuth, Core Service, OAuth Rip-and-Replace
- **Verdict:** PASS — filter works with hybrid mode too
-
-#### 6e: types=["entity"] with vector (WRONG filter name)
- **Input:** query="OAuth authentication", search_type="vector", types=["entity"]
- **Actual:** 0 results
- **Note:** `types` filters by entity_type metadata (e.g., "note", "person"), NOT by SearchItemType. Using types=["entity"] looks for entity_type="entity" which few/no notes have. This is a UX confusion point — the param names are ambiguous.
- **Verdict:** PASS (correct behavior) but USABILITY ISSUE — easy to confuse types vs entity_types
-
---
-
-### Test 7: Edge Cases
-
-#### 7a: Single character query
- **Input:** query="x", search_type="vector"
- **Actual:** 3 results — "Self-contained application bundle" observation, Non-Markdown File Support relation, quick-win-tools entity. Scores ~0.57-0.59
- **Note:** Single character still produces an embedding and returns results. Quality is low/random as expected.
- **Verdict:** PASS (no crash, returns results)
-
-#### 7b: Whitespace-only query
- **Input:** query="   ", search_type="vector"
- **Actual:** 0 results
- **Verdict:** PASS (handled gracefully — _check_vector_eligible strips and rejects empty)
-
-#### 7c: Query with no relevant content
- **Input:** query="quantum computing blockchain", search_type="vector"
- **Actual:** 3 results — Inter-Agent Communication relation, Self-contained bundle observation, JSON-LD interop observation. Scores ~0.54
- **Note:** Still returns results because vector search always finds nearest neighbors. Scores are lower (~0.54) than relevant queries (~0.58-0.60). No relevance threshold applied.
- **Verdict:** PASS (expected behavior) but NOTE — no relevance cutoff means irrelevant queries always return something
-
---
-
-### Test 8: Pagination
-
-#### 8a: Vector search page 2
- **Input:** query="keeping AI context between sessions", search_type="vector", page=2, page_size=3
- **Actual:** 3 results on page 2, current_page=2. Different results from page 1. Top: "Maintaining context across conversation boundaries" observation (score 0.587)
- **Note:** Interestingly, page 2 had a higher-scoring result than some page 1 results. This may indicate pagination doesn't sort globally — it might be paginating within a pre-scored set.
- **Verdict:** PASS (pagination works) but POSSIBLE ISSUE — result ordering across pages needs investigation
-
---
-
-## Summary
-
-### Passing Tests: 20/21
-
-### Bugs Found
-1. **search_type="semantic" silently falls through** (Test 1a) — Invalid search_type values fall to the `else` branch and default to text search without any warning. Should either alias "semantic" to "vector" or raise an error.
-
-### Usability Issues
-2. **types vs entity_types confusion** (Test 6e) — `types` filters by entity_type metadata (note, person, etc.) while `entity_types` filters by SearchItemType (entity, observation, relation). The naming is ambiguous and easy to mix up.
-3. **No relevance threshold** (Test 7c) — Vector search always returns nearest neighbors even for completely irrelevant queries. Consider adding a minimum score threshold or at least documenting expected score ranges.
-4. **Hybrid ranking for single keywords** (Test 3b) — Hybrid mode on simple keyword queries produced less intuitive rankings than pure FTS or pure vector. The RRF fusion may dilute strong FTS signals.
-
-### Observations
- Vector search successfully finds conceptually related content that FTS misses entirely
- Score ranges: relevant queries ~0.56-0.60, irrelevant queries ~0.54 (narrow spread)
- All three result types (entity, observation, relation) appear correctly in vector results
- Filters (entity_types, types, after_date) all work correctly with vector and hybrid modes
- Pagination works but cross-page ordering may need investigation
@@ -1,270 +0,0 @@
-# Semantic Search
-
-This guide covers Basic Memory's semantic (vector) search feature, which adds meaning-based retrieval alongside the existing full-text search.
-
-## Overview
-
-Basic Memory's search supports both full-text search (FTS) and semantic retrieval. Semantic search adds vector embeddings that capture the *meaning* of your content, enabling:
-
- **Paraphrase matching**: Find "authentication flow" when searching for "login process"
- **Conceptual queries**: Search for "ways to improve performance" and find notes about caching, indexing, and optimization
- **Hybrid retrieval**: Combine the precision of keyword search with the recall of semantic similarity
-
-Semantic search is enabled by default when semantic dependencies are available at runtime. It works on both SQLite (local) and Postgres (cloud) backends.
-
-## Installation
-
-Semantic search dependencies (fastembed, sqlite-vec, openai) are included in the default `basic-memory` install.
-
-```bash
-pip install basic-memory
-```
-
-You can always override with `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true|false`.
-
-### Platform Compatibility
-
-| Platform | FastEmbed (local) | OpenAI (API) |
-|---|---|---|
-| macOS ARM64 (Apple Silicon) | Yes | Yes |
-| macOS x86_64 (Intel Mac) | No — see workaround below | Yes |
-| Linux x86_64 | Yes | Yes |
-| Linux ARM64 | Yes | Yes |
-| Windows x86_64 | Yes | Yes |
-
-#### Intel Mac Workaround
-
-The default install includes FastEmbed, which depends on ONNX Runtime. ONNX Runtime dropped Intel Mac (x86_64) wheels starting in v1.24, so install with a compatible ONNX Runtime pin first:
-
-```bash
-pip install basic-memory 'onnxruntime<1.24'
-```
-
-After installation, Intel Mac users have two runtime options:
-
-**Option 1: Use OpenAI embeddings (recommended)**
-
-```bash
-export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
-export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=openai
-export OPENAI_API_KEY=sk-...
-```
-
-**Option 2: Use FastEmbed locally**
-
-Keep the same pinned installation and use FastEmbed (default provider):
-
-```bash
-export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
-export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=fastembed
-```
-
-## Quick Start
-
-1. Install Basic Memory:
-
-```bash
-pip install basic-memory
-```
-
-2. (Optional) Explicitly enable semantic search:
-
-```bash
-export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
-```
-
-3. Build vector embeddings for your existing content:
-
-```bash
-bm reindex --embeddings
-```
-
-4. Search using semantic modes:
-
-```python
-# Pure vector similarity
-search_notes("login process", search_type="vector")
-
-# Hybrid: combines FTS precision with vector recall (recommended)
-search_notes("login process", search_type="hybrid")
-
-# Explicit full-text search
-search_notes("login process", search_type="text")
-```
-
-## Configuration Reference
-
-All settings are fields on `BasicMemoryConfig` and can be set via environment variables (prefixed with `BASIC_MEMORY_`).
-
-| Config Field | Env Var | Default | Description |
-|---|---|---|---|
-| `semantic_search_enabled` | `BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED` | Auto (`true` when semantic deps are available) | Enable semantic search. Required before vector/hybrid modes work. |
-| `semantic_embedding_provider` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER` | `"fastembed"` | Embedding provider: `"fastembed"` (local) or `"openai"` (API). |
-| `semantic_embedding_model` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_MODEL` | `"bge-small-en-v1.5"` | Model identifier. Auto-adjusted per provider if left at default. |
-| `semantic_embedding_dimensions` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_DIMENSIONS` | Auto-detected | Vector dimensions. 384 for FastEmbed, 1536 for OpenAI. Override only if using a non-default model. |
-| `semantic_embedding_batch_size` | `BASIC_MEMORY_SEMANTIC_EMBEDDING_BATCH_SIZE` | `64` | Number of texts to embed per batch. |
-| `semantic_vector_k` | `BASIC_MEMORY_SEMANTIC_VECTOR_K` | `100` | Candidate count for vector nearest-neighbour retrieval. Higher values improve recall at the cost of latency. |
-
-## Embedding Providers
-
-### FastEmbed (default)
-
-FastEmbed runs entirely locally using ONNX models — no API key, no network calls, no cost.
-
- **Model**: `BAAI/bge-small-en-v1.5`
- **Dimensions**: 384
- **Tradeoff**: Smaller model, fast inference, good quality for most use cases
-
-```bash
-# Install basic-memory and enable semantic search
-pip install basic-memory
-export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
-```
-
-### OpenAI
-
-Uses OpenAI's embeddings API for higher-dimensional vectors. Requires an API key.
-
- **Model**: `text-embedding-3-small`
- **Dimensions**: 1536
- **Tradeoff**: Higher quality embeddings, requires API calls and an OpenAI key
-
-```bash
-export BASIC_MEMORY_SEMANTIC_SEARCH_ENABLED=true
-export BASIC_MEMORY_SEMANTIC_EMBEDDING_PROVIDER=openai
-export OPENAI_API_KEY=sk-...
-```
-
-When switching from FastEmbed to OpenAI (or vice versa), you must rebuild embeddings since the vector dimensions differ:
-
-```bash
-bm reindex --embeddings
-```
-
-## Search Modes
-
-### `text` (default)
-
-Full-text keyword search using FTS5 (SQLite) or tsvector (Postgres). Supports boolean operators (`AND`, `OR`, `NOT`), phrase matching, and prefix wildcards.
-
-```python
-search_notes("project AND planning", search_type="text")
-```
-
-This is the existing default and does not require semantic search to be enabled.
-
-### `vector`
-
-Pure semantic similarity search. Embeds your query and finds the nearest content vectors. Good for conceptual or paraphrase queries where exact keywords may not appear in the content.
-
-```python
-search_notes("how to speed up the app", search_type="vector")
-```
-
-Returns results ranked by cosine similarity. Individual observations and relations surface as first-class results, not collapsed into parent entities.
-
-### `hybrid`
-
-Combines FTS and vector results using score-based fusion. This is generally the best mode when you want both keyword precision and semantic recall.
-
-```python
-search_notes("authentication security", search_type="hybrid")
-```
-
-Score-based fusion uses the formula `max(vec, fts) + bonus * min(vec, fts)` to preserve the dominant signal while rewarding results found by both methods.
-
-### When to Use Which
-
-| Mode | Best For |
-|---|---|
-| `text` | Exact keyword matching, boolean queries, tag/category searches |
-| `vector` | Conceptual queries, paraphrase matching, exploratory searches |
-| `hybrid` | General-purpose search combining precision and recall |
-
-## The Reindex Command
-
-The `bm reindex` command rebuilds search indexes without dropping the database.
-
-```bash
-# Rebuild everything (FTS + embeddings if semantic is enabled)
-bm reindex
-
-# Only rebuild vector embeddings
-bm reindex --embeddings
-
-# Only rebuild the full-text search index
-bm reindex --search
-
-# Target a specific project
-bm reindex -p my-project
-```
-
-### When You Need to Reindex
-
- **Upgrade note**: Migration now performs a one-time automatic embedding backfill on upgrade.
- **Manual enable case**: If you explicitly had `semantic_search_enabled=false` and then turn it on
- **Provider change**: After switching between `fastembed` and `openai`
- **Model change**: After changing `semantic_embedding_model`
- **Dimension change**: After changing `semantic_embedding_dimensions`
-
-The reindex command shows progress with embedded/skipped/error counts:
-
-```
-Project: main
-  Building vector embeddings...
-  ✓ Embeddings complete: 142 entities embedded, 0 skipped, 0 errors
-
-Reindex complete!
-```
-
-## How It Works
-
-### Chunking
-
-Each entity in the search index is split into semantic chunks before embedding:
-
- **Headers**: Markdown headers (`#`, `##`, etc.) start new chunks
- **Bullets**: Each bullet item (`-`, `*`) becomes its own chunk for granular fact retrieval
- **Prose sections**: Non-bullet text is merged up to ~900 characters per chunk
- **Long sections**: Oversized content is split with ~120 character overlap to preserve context at boundaries
-
-Each search index item type (entity, observation, relation) is chunked independently, so observations and relations are embeddable as discrete facts.
-
-### Deduplication
-
-Each chunk has a `source_hash` (SHA-256 of the chunk text). On re-sync, unchanged chunks skip re-embedding entirely. This makes incremental updates fast — only modified content triggers API calls or model inference.
-
-### Hybrid Fusion
-
-Hybrid search uses score-based fusion to merge FTS and vector results:
-
-1. Run FTS search to get keyword-ranked results; normalize scores to [0, 1]
-2. Run vector search to get similarity-ranked results (already [0, 1])
-3. For each result, compute: `fused = max(vec_score, fts_score) + 0.3 * min(vec_score, fts_score)`
-4. Sort by fused score
-
-The dominant signal (whichever source scored higher) is preserved, and dual-source agreement adds a bonus. Unlike rank-based fusion, this approach retains score magnitude — a strong vector match stays strong even without an FTS hit.
-
-### Observation-Level Results
-
-Vector and hybrid modes return individual observations and relations as first-class search results, not just parent entities. This means a search for "water temperature for brewing" can surface the specific observation about 205°F without returning the entire "Coffee Brewing Methods" entity.
-
-## Database Backends
-
-### SQLite (local)
-
- **Vector storage**: [sqlite-vec](https://github.com/asg017/sqlite-vec) virtual table
- **Table creation**: At runtime when semantic search is first used — no migration needed
- **Embedding table**: `search_vector_embeddings` using `vec0(embedding float[N])` where N is the configured dimensions
- **Chunk metadata**: `search_vector_chunks` table stores chunk text, keys, and source hashes
-
-The sqlite-vec extension is loaded per-connection. Vector tables are created lazily on first use.
-
-### Postgres (cloud)
-
- **Vector storage**: [pgvector](https://github.com/pgvector/pgvector) with HNSW indexing
- **Chunk metadata table**: Created via Alembic migration (`search_vector_chunks` with `BIGSERIAL` primary key)
- **Embedding table**: `search_vector_embeddings` created at runtime (dimension-dependent, same pattern as SQLite)
- **Index**: HNSW index on the embedding column for fast approximate nearest-neighbour queries
-
-The Alembic migration creates the dimension-independent chunks table. The embeddings table and HNSW index are deferred to runtime because they depend on the configured vector dimensions.
@@ -1,225 +0,0 @@
-# SPEC-LOCAL-PLUS-PUBLISH: Local+ Published Notes and Privacy Tiers
-
-**Status:** Draft  
-**Date:** 2026-02-14  
-**Owner:** Basic Memory
-
-## Summary
-
-Add a paid Local+ feature that lets users publish selected notes to shareable URLs while keeping the
-main knowledge base local-first. Use this as a product wedge for users who do not want full cloud
-hosting but do want collaboration and distribution features.
-
-This spec also captures a practical position on "zero knowledge" for Local+.
-
-## Context
-
-Basic Memory already has strong local-first primitives and optional cloud routing/sync. A recurring
-request is:
-
- keep knowledge local by default,
- pay for selective value-add,
- share specific outputs externally.
-
-Published Notes fits this model: explicit per-note opt-in, reversible, and easy to understand.
-
-## Goals
-
-1. Provide an Obsidian Publish-style sharing experience for selected notes.
-2. Keep local markdown files as source of truth.
-3. Make sharing compatible with current cloud/auth/billing primitives.
-4. Define clear Local+ packaging that does not degrade OSS local workflows.
-5. Document zero-knowledge constraints so product decisions are explicit.
-
-## Non-Goals
-
-1. Full hosted editing for all notes (Cloud Full remains separate).
-2. Public website builder/CMS features.
-3. Strict cryptographic zero-knowledge server processing for MCP/search in v1.
-
-## Local+ Feature Catalog (Sellable)
-
-Core Local+ candidates:
-
-1. Published Notes (share URL, revoke, expiry, password).
-2. Snapshot Time Machine (point-in-time restore for local projects).
-3. Recovery Drill Reports (automated restore verification).
-4. Device/API Key Governance (per-device keys, revocation, audit trail).
-5. BYO Storage Orchestration (managed setup for user-owned object storage).
-6. Semantic Boost Add-on (higher quality retrieval options while files remain source-of-truth).
-
-Team-oriented add-ons:
-
-1. Team-owned shared links and domain branding.
-2. Role-based publish permissions.
-3. Shared workspace policies for what can be published.
-
-## Proposed MVP: Published Notes
-
-### User Experience
-
-Per note actions:
-
-1. Publish.
-2. Unpublish.
-3. Copy URL.
-4. Regenerate URL.
-5. Set visibility and controls.
-
-Controls:
-
-1. Visibility: `unlisted` (default) or `public`.
-2. Optional password gate.
-3. Optional expiration datetime.
-4. Optional "disable indexing" flag for public mode.
-
-Behavior:
-
-1. Source note remains local markdown.
-2. Publish is explicit opt-in per note.
-3. Unpublish removes public access immediately.
-4. Republish creates a new URL token unless user chooses to keep current URL.
-
-### URL Model
-
-1. Unlisted share URL: high-entropy token path.
-2. Public URL: slug path (optional, later phase).
-3. Team plans can support custom domain mapping in later phase.
-
-### Content Model
-
-v1 published page includes:
-
-1. Rendered markdown body.
-2. Optional metadata (title, updated_at).
-
-v1 excludes:
-
-1. Full graph traversal expansion.
-2. Related note auto-discovery on public pages.
-
-### Sync Model
-
-1. Local file remains canonical.
-2. Publish stores a rendered snapshot plus metadata in cloud.
-3. Update path:
-   - manual "update published version", or
-   - optional auto-update on note change (plan-gated).
-
-## Architecture (v1)
-
-### High-Level Flow
-
-1. Client selects a note to publish.
-2. Client sends publish request with note identifier and policy.
-3. Service resolves note content (local sync artifact or explicit upload payload).
-4. Service stores published artifact and returns share URL.
-
-### Data Model
-
-`published_notes`
-
-1. `id` (uuid)
-2. `tenant_id` or `workspace_id`
-3. `project_id`
-4. `entity_permalink` (or stable external_id)
-5. `share_token` (hashed in DB)
-6. `visibility` (`unlisted`|`public`)
-7. `password_hash` (nullable)
-8. `expires_at` (nullable)
-9. `is_active`
-10. `published_content` (rendered snapshot or reference)
-11. `published_at`
-12. `updated_at`
-
-### API Shape (Draft)
-
-1. `POST /api/published-notes`
-2. `GET /api/published-notes`
-3. `GET /api/published-notes/{id}`
-4. `PATCH /api/published-notes/{id}`
-5. `DELETE /api/published-notes/{id}` (unpublish)
-6. `POST /api/published-notes/{id}/regenerate-url`
-7. `GET /p/{token}` (public resolver)
-
-### CLI Shape (Draft)
-
-1. `bm cloud publish <identifier>`
-2. `bm cloud publish list`
-3. `bm cloud publish update <id>`
-4. `bm cloud publish unpublish <id>`
-5. `bm cloud publish rotate-url <id>`
-
-### Security
-
-1. Default to unlisted URLs.
-2. Store only hashed share tokens.
-3. Passwords hashed server-side.
-4. Enforce expiration at request time.
-5. Log publish/unpublish/rotate events for auditability.
-
-## Packaging and Pricing Direction
-
-Suggested split:
-
-1. OSS Local: no publish URLs.
-2. Local+ Solo: publish URLs + snapshots + recovery.
-3. Local+ Team: solo features + team governance and branding.
-4. Cloud Full: hosted app + full cloud workflows.
-
-Key message:
-"Keep everything local. Publish only what you choose."
-
-## Rollout Plan
-
-1. Phase 1: Unlisted publish URLs + unpublish + regenerate URL.
-2. Phase 2: Password/expiry controls.
-3. Phase 3: Auto-update on note change and basic analytics.
-4. Phase 4: Team branding/domains/policies.
-
-## Zero-Knowledge Position
-
-### Strict Zero-Knowledge Definition
-
-Strict zero-knowledge means the server cannot decrypt note content at all.
-
-### Why This Conflicts with MCP and Search
-
-If server cannot decrypt:
-
-1. MCP tool execution against cloud content cannot read/write semantic content.
-2. Full-text search cannot index plaintext content.
-3. Semantic/vector search cannot generate or query embeddings on plaintext.
-4. Server-side relation resolution and context building become severely limited.
-
-This matches earlier findings: strict zero-knowledge materially handicaps MCP-driven behavior and
-search quality.
-
-### Viable Alternatives (Not Strict Zero-Knowledge)
-
-1. Encryption at rest/in transit with server-side decrypt in trusted runtime.
-   - Preserves MCP/search quality.
-   - Not zero-knowledge cryptographically.
-
-2. Client-side retrieval mode.
-   - Keep MCP/search local; cloud is sync/share/backup relay.
-   - Best for privacy-first users.
-   - Requires local agent availability for advanced retrieval.
-
-3. Limited encrypted indexing.
-   - Blind indexes for exact keywords only.
-   - No high-quality semantic search.
-   - Usually poor UX for natural-language memory recall.
-
-### Recommendation
-
-For Local+:
-
-1. Do not promise strict zero-knowledge for cloud MCP/search paths.
-2. Offer a privacy-first local mode where advanced retrieval stays local.
-3. Clearly label tradeoffs:
-   - "Local private mode" (best privacy, best local retrieval).
-   - "Cloud-assisted mode" (best cross-device/MCP consistency, trusted-runtime decrypt).
-
-This keeps messaging honest and avoids repeating the known incompatibility.
-
@@ -1,368 +0,0 @@
-# SPEC-SCHEMA-IMPL: Schema System Implementation Plan
-
-**Status:** Draft
-**Created:** 2025-02-06
-**Branch:** `feature/schema-system`
-**Depends on:** [SPEC-SCHEMA](SPEC-SCHEMA.md)
-
-## Overview
-
-Implementation plan for the Basic Memory Schema System. The system is entirely programmatic —
-no LLM agent runtime or API key required. The LLM already in the user's session (Claude Code,
-Claude Desktop, etc.) provides the intelligence layer by reading schema notes via existing
-MCP tools.
-
-## Architecture
-
-```
-┌─────────────────────────────────────────────────┐
-│                   Entry Points                   │
-│  CLI (bm schema ...)  │  MCP (schema_validate)  │
-└──────────┬────────────┴──────────┬──────────────┘
-           │                       │
-           ▼                       ▼
-┌─────────────────────────────────────────────────┐
-│              Schema Service Layer                │
-│  resolve_schema · validate · infer · diff        │
-└──────────┬────────────────────────┬──────────────┘
-           │                       │
-           ▼                       ▼
-┌──────────────────────┐ ┌────────────────────────┐
-│   Picoschema Parser  │ │   Note/Entity Access   │
-│  YAML → SchemaModel  │ │  (existing repository) │
-└──────────────────────┘ └────────────────────────┘
-```
-
-No new database tables. Schemas are notes with `type: schema` — they're already indexed.
-Validation reads observations and relations from existing data.
-
-## Components
-
-### 1. Picoschema Parser
-
-**Location:** `src/basic_memory/schema/parser.py`
-
-Parses Picoschema YAML into an internal representation.
-
-```python
-@dataclass
-class SchemaField:
-    name: str
-    type: str                    # string, integer, number, boolean, any, or EntityName
-    required: bool               # True unless field name ends with ?
-    is_array: bool               # True if (array) notation
-    is_enum: bool                # True if (enum) notation
-    enum_values: list[str]       # Populated for enums
-    description: str | None      # Text after comma
-    is_entity_ref: bool          # True if type is capitalized (entity reference)
-    children: list[SchemaField]  # For (object) types
-
-
-@dataclass
-class SchemaDefinition:
-    entity: str                  # The entity type this schema describes
-    version: int                 # Schema version
-    fields: list[SchemaField]    # Parsed fields
-    validation_mode: str         # "warn" | "strict" | "off"
-    frontmatter_fields: list[SchemaField]  # From settings.frontmatter (default: [])
-
-
-def parse_picoschema(yaml_dict: dict) -> list[SchemaField]:
-    """Parse a Picoschema YAML dict into a list of SchemaField objects."""
-
-
-def parse_schema_note(frontmatter: dict) -> SchemaDefinition:
-    """Parse a full schema note's frontmatter into a SchemaDefinition."""
-```
-
-**Input/Output:**
-```yaml
-# Input (YAML dict from frontmatter)
-schema:
-  name: string, full name
-  role?: string, job title
-  works_at?: Organization, employer
-  expertise?(array): string, areas of knowledge
-```
-
-```python
-# Output
-[
-    SchemaField(name="name", type="string", required=True, description="full name", ...),
-    SchemaField(name="role", type="string", required=False, description="job title", ...),
-    SchemaField(name="works_at", type="Organization", required=False, is_entity_ref=True, ...),
-    SchemaField(name="expertise", type="string", required=False, is_array=True, ...),
-]
-```
-
-### 2. Schema Resolver
-
-**Location:** `src/basic_memory/schema/resolver.py`
-
-Finds the applicable schema for a note using the resolution order.
-
-```python
-async def resolve_schema(
-    note_frontmatter: dict,
-    search_fn: Callable,          # injected search capability
-) -> SchemaDefinition | None:
-    """Resolve schema for a note.
-
-    Resolution order:
-    1. Inline schema (frontmatter['schema'] is a dict)
-    2. Explicit reference (frontmatter['schema'] is a string)
-    3. Implicit by type (frontmatter['type'] → schema note with matching entity)
-    4. No schema (returns None)
-    """
-```
-
-### 3. Schema Validator
-
-**Location:** `src/basic_memory/schema/validator.py`
-
-Validates a note's observations and relations against a resolved schema.
-
-```python
-@dataclass
-class FieldResult:
-    field: SchemaField
-    status: str                  # "present" | "missing" | "type_mismatch"
-    values: list[str]            # Matched observation values or relation targets
-    message: str | None          # Human-readable detail
-
-
-@dataclass
-class ValidationResult:
-    note_identifier: str
-    schema_entity: str
-    passed: bool                 # True if no errors (warnings are OK)
-    field_results: list[FieldResult]
-    unmatched_observations: dict[str, int]   # category → count
-    unmatched_relations: list[str]           # relation types not in schema
-    warnings: list[str]
-    errors: list[str]
-
-
-async def validate_note(
-    note: Note,
-    schema: SchemaDefinition,
-    frontmatter: dict | None = None,
-) -> ValidationResult:
-    """Validate a note against a schema definition.
-
-    Mapping rules:
-    - field: string              → observation [field] exists
-    - field?(array): type        → multiple [field] observations
-    - field?: EntityType         → relation 'field [[...]]' exists
-    - field?(enum): [v]          → observation [field] value ∈ enum values
-    - settings.frontmatter field → frontmatter key presence/value
-    """
-```
-
-### 4. Schema Inference Engine
-
-**Location:** `src/basic_memory/schema/inference.py`
-
-Analyzes notes of a given type and suggests a schema based on usage frequency.
-
-```python
-@dataclass
-class FieldFrequency:
-    name: str
-    source: str                  # "observation" | "relation"
-    count: int                   # notes containing this field
-    total: int                   # total notes analyzed
-    percentage: float
-    sample_values: list[str]     # representative values
-    is_array: bool               # True if typically appears multiple times per note
-    target_type: str | None      # For relations, the most common target entity type
-
-
-@dataclass
-class InferenceResult:
-    entity_type: str
-    notes_analyzed: int
-    field_frequencies: list[FieldFrequency]
-    suggested_schema: dict       # Ready-to-use Picoschema YAML dict
-    suggested_required: list[str]
-    suggested_optional: list[str]
-    excluded: list[str]          # Below threshold
-
-
-async def infer_schema(
-    entity_type: str,
-    notes: list[Note],
-    required_threshold: float = 0.95,   # 95%+ = required
-    optional_threshold: float = 0.25,   # 25%+ = optional
-) -> InferenceResult:
-    """Analyze notes and suggest a Picoschema definition."""
-```
-
-### 5. Schema Diff
-
-**Location:** `src/basic_memory/schema/diff.py`
-
-Compares current note usage against an existing schema definition.
-
-```python
-@dataclass
-class SchemaDrift:
-    new_fields: list[FieldFrequency]       # Fields not in schema but common in notes
-    dropped_fields: list[FieldFrequency]   # Fields in schema but rare in notes
-    cardinality_changes: list[str]         # one → many or many → one
-    type_mismatches: list[str]             # observation values don't match declared type
-
-
-async def diff_schema(
-    schema: SchemaDefinition,
-    notes: list[Note],
-) -> SchemaDrift:
-    """Compare a schema against actual note usage to detect drift."""
-```
-
-## Entry Points
-
-### CLI Commands
-
-**Location:** `src/basic_memory/cli/schema.py`
-
-```python
-import typer
-
-schema_app = typer.Typer(name="schema", help="Schema management commands")
-
-@schema_app.command()
-async def validate(
-    target: str = typer.Argument(None, help="Note path or entity type"),
-    strict: bool = typer.Option(False, help="Override to strict mode"),
-):
-    """Validate notes against their schemas."""
-
-@schema_app.command()
-async def infer(
-    entity_type: str = typer.Argument(..., help="Entity type to analyze"),
-    threshold: float = typer.Option(0.25, help="Minimum frequency for optional fields"),
-    save: bool = typer.Option(False, help="Save to schema/ directory"),
-):
-    """Infer schema from existing notes of a type."""
-
-@schema_app.command()
-async def diff(
-    entity_type: str = typer.Argument(..., help="Entity type to diff"),
-):
-    """Show drift between schema and actual usage."""
-```
-
-Registered as subcommand: `bm schema validate`, `bm schema infer`, `bm schema diff`.
-
-### MCP Tools
-
-**Location:** `src/basic_memory/mcp/tools/schema.py`
-
-```python
-@mcp_tool
-async def schema_validate(
-    entity_type: str | None = None,
-    identifier: str | None = None,
-    project: str | None = None,
-) -> str:
-    """Validate notes against their resolved schema."""
-
-@mcp_tool
-async def schema_infer(
-    entity_type: str,
-    threshold: float = 0.25,
-    project: str | None = None,
-) -> str:
-    """Analyze existing notes and suggest a schema definition."""
-```
-
-### API Endpoints
-
-**Location:** `src/basic_memory/api/schema_router.py`
-
-```python
-router = APIRouter(prefix="/schema", tags=["schema"])
-
-@router.post("/validate")
-async def validate_schema(...) -> ValidationReport: ...
-
-@router.post("/infer")
-async def infer_schema(...) -> InferenceResult: ...
-
-@router.get("/diff/{entity_type}")
-async def diff_schema(...) -> SchemaDrift: ...
-```
-
-MCP tools call these endpoints via the typed client pattern (consistent with existing
-architecture).
-
-## Implementation Phases
-
-### Phase 1: Parser + Resolver
-
-Build the foundation — can parse Picoschema and find schemas for notes.
-
-**Deliverables:**
- `schema/parser.py` — Picoschema YAML → `SchemaDefinition`
- `schema/resolver.py` — Resolution order (inline → explicit ref → implicit by type → none)
- Unit tests for all Picoschema syntax variations
- Unit tests for resolution order
-
-**No external dependencies.** Pure Python parsing of YAML dicts. Can develop and test
-in isolation.
-
-### Phase 2: Validator
-
-Connect schemas to notes and produce validation results.
-
-**Deliverables:**
- `schema/validator.py` — Validate note observations/relations against schema fields
- API endpoint: `POST /schema/validate`
- MCP tool: `schema_validate`
- CLI command: `bm schema validate`
- Integration tests with real notes and schemas
-
-**Depends on:** Phase 1 (parser + resolver)
-
-### Phase 3: Inference
-
-Analyze existing notes to suggest schemas.
-
-**Deliverables:**
- `schema/inference.py` — Frequency analysis across notes of a type
- API endpoint: `POST /schema/infer`
- MCP tool: `schema_infer`
- CLI command: `bm schema infer`
- Option to save inferred schema as a note via `write_note`
-
-**Depends on:** Phase 1 (parser for output format)
-
-### Phase 4: Diff
-
-Compare schemas against current usage.
-
-**Deliverables:**
- `schema/diff.py` — Drift detection between schema and actual notes
- API endpoint: `GET /schema/diff/{entity_type}`
- CLI command: `bm schema diff`
-
-**Depends on:** Phase 1 (parser), Phase 3 (inference, for frequency analysis)
-
-## Testing Strategy
-
- **Unit tests** (`tests/schema/`): Parser edge cases, resolution logic, validation mapping,
-  inference thresholds
- **Integration tests** (`test-int/schema/`): End-to-end with real markdown files, schema notes
-  on disk, CLI invocation
- Coverage target: 100% (consistent with project standard)
-
-## What This Does NOT Include
-
- No new database tables or migrations
- No new markdown syntax (schemas validate existing observations/relations)
- No LLM agent runtime or API key management
- No hook integration (deferred)
- No schema composition/inheritance (deferred)
- No OWL/RDF export (deferred)
- No built-in templates (deferred)
@@ -1,492 +0,0 @@
-# SPEC-SCHEMA: Basic Memory Schema System
-
-**Status:** Draft
-**Created:** 2025-02-06
-**Branch:** `feature/schema-system`
-
-## Summary
-
-A schema system for Basic Memory that uses [Picoschema](https://genkit.dev/docs/dotprompt/)
-syntax in YAML frontmatter. Schemas validate notes against their existing observation/relation
-structure — no new data model, no migration, just a declarative lens over what's already there.
-
-## Core Principles
-
-1. **Schemas are just notes** — A schema is a note with `type: schema`, lives anywhere
-2. **Use prior art** — Picoschema syntax in YAML frontmatter, no custom notation
-3. **Validation maps to existing format** — Observations and relations, not a parallel data model
-4. **Validation is soft** — Warnings by default, not blocking errors
-5. **Inference over prescription** — Schemas describe reality, emerge from usage
-6. **No built-in agent** — Programmatic core; the LLM already in the session provides intelligence
-
-## Picoschema Syntax
-
-Picoschema is a compact schema notation from Google's Dotprompt that fits naturally in YAML
-frontmatter.
-
-### Supported Types
-
-| Type | Description |
-|------|-------------|
-| `string` | Text value |
-| `integer` | Whole number |
-| `number` | Decimal number |
-| `boolean` | True/false |
-| `any` | Any scalar type |
-| `EntityName` | Reference to another entity (capitalized = entity reference) |
-
-### Syntax Rules
-
-```yaml
-schema:
-  name: string, full name                # required field with description
-  email?: string, contact email           # ? = optional
-  role?: string, job title
-  works_at?: Organization, employer       # capitalized type = entity reference
-  tags?(array): string, categories        # array of type
-  status?(enum): [active, inactive]       # enum with allowed values
-  metadata?(object):                      # nested object
-    updated_at?: string
-    source?: string
-```
-
- `field: type` — required field
- `field?: type` — optional field
- `field(array): type` — array of values
- `field?(enum): [values]` — enumeration
- `field?(object):` — nested object with sub-fields
- `, description` — description after comma
- `EntityName` as type (capitalized) — reference to another entity
-
-## Schema-to-Note Mapping
-
-Schemas validate against the existing Basic Memory note format. No new syntax for note
-authors to learn.
-
-### Mapping Rules
-
-| Schema Declaration | Grounded In | Example Match |
-|--------------------|-------------|---------------|
-| `field: string` | Observation `[field] value` | `- [name] Paul Graham` |
-| `field?(array): string` | Multiple `[field]` observations | `- [expertise] Lisp` (×N) |
-| `field?: EntityType` | Relation `field [[Target]]` | `- works_at [[Y Combinator]]` |
-| `field?(array): EntityType` | Multiple `field` relations | `- authored [[Book]]` (×N) |
-| `tags` | Frontmatter `tags` array | `tags: [startups, essays]` |
-| `field?(enum): [values]` | Observation `[field] value` where value ∈ set | `- [status] active` |
-| `settings.frontmatter` field | Frontmatter key presence/value | `tags: [python, ai]` |
-
-### Key Insight
-
-Schemas don't introduce a new way to store data. They describe the patterns already present
-in observations and relations. A note doesn't have to change how it's written — the schema
-just says "a good Person note has a `[name]` observation and a `works_at` relation."
-
-## Schema Definition
-
-### As a Dedicated Schema Note
-
-```yaml
-# schema/Person.md
---
-title: Person
-type: schema
-entity: Person
-version: 1
-schema:
-  name: string, full name
-  email?: string, contact email
-  role?: string, job title
-  works_at?: Organization, employer
-  expertise?(array): string, areas of knowledge
-settings:
-  validation: warn    # warn | strict | off
-  frontmatter:
-    tags?(array): string, note categories
-    status?(enum): [draft, review, published]
---
-
-# Person
-
-A human individual in the knowledge graph.
-
-Any documentation about this entity type goes here as prose.
-```
-
-Schema notes are regular Basic Memory notes. They show up in search, can have their own
-observations and relations, and can be organized in any folder (though `schema/` is
-the suggested convention).
-
-### Inline Schema in a Note
-
-Notes can carry their own schema directly:
-
-```yaml
-# meetings/2024-01-15-standup.md
---
-title: Team Standup 2024-01-15
-type: meeting
-schema:
-  attendees(array): string, who was there
-  decisions(array): string, what was decided
-  action_items(array): string, follow-ups
-  blockers?(array): string, anything stuck
---
-
-# Team Standup 2024-01-15
-
-## Observations
- [attendees] Paul
- [attendees] Sarah
- [decisions] Ship v2 by Friday
- [action_items] Paul to review PR #42
- [blockers] Waiting on API credentials
-```
-
-Good for one-off structured notes or prototyping a schema before extracting it.
-
-### Explicit Schema Reference
-
-A note can reference a schema by entity name or permalink:
-
-```yaml
-# projects/basic-memory.md
---
-title: Basic Memory
-schema: SoftwareProject         # by entity name
---
-
-# research/llm-memory-patterns.md
---
-title: LLM Memory Patterns
-schema: schema/research-project  # by permalink
---
-```
-
-Use cases:
- Note's `type` differs from the schema it should validate against
- Multiple schema variants exist for the same domain
- Applying structure to existing notes without changing their type
-
-## Schema Resolution
-
-When validating a note, schemas resolve in priority order:
-
-```
-1. Inline schema     →  schema: { ... }        (dict in frontmatter)
-2. Explicit ref      →  schema: Person          (string in frontmatter)
-3. Implicit by type  →  type: Person            (lookup schema note with entity: Person)
-4. No schema         →  no validation           (perfectly fine)
-```
-
-```python
-async def resolve_schema(note: Note) -> Schema | None:
-    schema_value = note.frontmatter.get('schema')
-
-    # 1. Inline schema (dict)
-    if isinstance(schema_value, dict):
-        return parse_picoschema(schema_value)
-
-    # 2. Explicit reference (string)
-    if isinstance(schema_value, str):
-        schema_note = await find_schema_note(schema_value)
-        if schema_note:
-            return parse_picoschema(schema_note.frontmatter['schema'])
-
-    # 3. Implicit by type
-    note_type = note.frontmatter.get('type')
-    if note_type:
-        results = await search_notes(f"type:schema entity:{note_type}")
-        if results:
-            return parse_picoschema(results[0].frontmatter['schema'])
-
-    # 4. No schema
-    return None
-```
-
-## Validation
-
-### Modes
-
-Configured in the schema's `settings.validation`:
-
-| Mode | Behavior |
-|------|----------|
-| `off` | No validation |
-| `warn` | Warnings in output, doesn't block (default) |
-| `strict` | Errors that block sync, for CI/CD enforcement |
-
-### Validation Output
-
-For a note missing required fields:
-
-```
-$ bm schema validate people/ada-lovelace.md
-
-⚠ Person schema validation:
-  - Missing required field: name (expected [name] observation)
-  - Missing optional field: role
-  - Missing optional field: works_at (no relation found)
-
-ℹ Unmatched observations: [fact] ×2, [born] ×1
-ℹ Unmatched relations: collaborated_with
-```
-
-"Unmatched" items are informational — observations and relations the schema doesn't cover.
-They're valid. Schemas are a subset, not a straitjacket.
-
-### Frontmatter Validation
-
-Schema notes can declare validation rules for frontmatter keys under `settings.frontmatter`
-using the same Picoschema syntax as the `schema` block:
-
-```yaml
-settings:
-  validation: warn
-  frontmatter:
-    tags?(array): string
-    status?(enum): [draft, review, published]
-```
-
- Frontmatter rules use the same Picoschema key syntax (`?` for optional, `(enum)`, `(array)`)
- Only available on schema notes (inline schemas skip frontmatter validation)
- Checks key presence (required vs optional) and enum value membership
- Unmatched frontmatter keys not in the schema are silently ignored
- Missing required frontmatter keys produce a warning (or error in strict mode)
-
-Example output for a missing required frontmatter key:
-
-```
-⚠ Person schema validation:
-  - Missing required frontmatter key: status
-```
-
-### Batch Validation
-
-```
-$ bm schema validate Person
-
-Validating 30 notes against Person schema...
-
-✓ people/paul-graham.md         — all fields present
-✓ people/rich-hickey.md         — all fields present
-⚠ people/ada-lovelace.md        — missing: name
-⚠ people/alan-kay.md            — missing: name, role
-✓ people/linus-torvalds.md      — all fields present
-...
-
-Summary: 22/30 valid, 8 warnings, 0 errors
-```
-
-## Emerging Schemas
-
-### The Problem with Traditional Schemas
-
-Most schema systems require: define schema → create conforming content → fight the schema
-when reality doesn't match. This is backwards. Knowledge grows organically.
-
-### The Basic Memory Approach
-
-```
-Write notes freely → Patterns emerge → Crystallize into schema → Validate future notes
-```
-
-### Schema Inference
-
-Generate schemas from existing notes by analyzing observation and relation frequency:
-
-```
-$ bm schema infer Person
-
-Analyzing 30 notes with type: Person...
-
-Observations found:
-  [name]        30/30  100%  → name: string
-  [role]        27/30   90%  → role?: string
-  [fact]        25/30   83%  (generic — no single field)
-  [expertise]   18/30   60%  → expertise?(array): string
-  [email]        8/30   27%  → email?: string
-  [born]         6/30   20%  (below threshold)
-
-Relations found:
-  works_at      22/30   73%  → works_at?: Organization
-  authored      11/30   37%  → authored?(array): string
-
-Suggested schema:
-  name: string, full name
-  role?: string, job title
-  expertise?(array): string, areas of knowledge
-  email?: string, contact email
-  works_at?: Organization, employer
-
-Save to schema/Person.md? [y/n]
-```
-
-Frequency thresholds:
- 100% present → required field
- 25%+ present → optional field
- Below 25% → excluded from suggestion (but noted)
-
-### Schema Drift Detection
-
-Track how usage patterns shift over time:
-
-```
-$ bm schema diff Person
-
-Schema drift detected:
-
-+ expertise: now in 81% of notes (was 12%)
- department: dropped to 3% of notes
-~ works_at: cardinality changed (one → many)
-
-Update schema? [y/n/review]
-```
-
-## LLM Integration (AI Guidance)
-
-No agent runtime or API key required. The LLM already in the session uses schemas as
-context for note creation.
-
-### Flow
-
-1. User asks LLM to "write a note about Rich Hickey"
-2. LLM determines `type: Person` is appropriate
-3. LLM calls `search_notes("type:schema entity:Person")` → finds schema
-4. LLM reads schema fields: required `name`, optional `role`, `works_at`, `expertise`
-5. LLM calls `write_note` with observations and relations that satisfy the schema
-
-The schema acts as a creation template. The LLM knows what a "complete" note looks like
-without any custom agent infrastructure.
-
-### MCP Tools
-
-```python
-@mcp_tool
-async def schema_validate(
-    entity_type: str | None = None,
-    identifier: str | None = None,
-    project: str | None = None,
-) -> ValidationReport:
-    """Validate notes against their resolved schema.
-
-    Validates a specific note (by identifier) or all notes of a given type.
-    Returns warnings/errors based on the schema's validation mode.
-    """
-
-@mcp_tool
-async def schema_infer(
-    entity_type: str,
-    threshold: float = 0.25,
-    project: str | None = None,
-) -> SuggestedSchema:
-    """Analyze existing notes and suggest a schema definition.
-
-    Examines observation categories and relation types across all notes
-    of the given type. Returns frequency analysis and suggested Picoschema.
-    """
-```
-
-## CLI Commands
-
-```bash
-# Validate a specific note
-bm schema validate people/ada-lovelace.md
-
-# Validate all notes of a type
-bm schema validate Person
-
-# Validate everything with a schema
-bm schema validate
-
-# Infer schema from existing notes
-bm schema infer Person
-
-# Show schema drift from current definition
-bm schema diff Person
-
-# List all schema notes
-bm search "type:schema"
-```
-
-## Examples
-
-### Complete Person Workflow
-
-**Schema:**
-```yaml
-# schema/Person.md
---
-title: Person
-type: schema
-entity: Person
-version: 1
-schema:
-  name: string, full name
-  role?: string, job title or position
-  works_at?: Organization, employer
-  expertise?(array): string, areas of knowledge
-  email?: string, contact email
-settings:
-  validation: warn
---
-
-# Person
-
-A human individual in the knowledge graph.
-```
-
-**Valid note:**
-```yaml
-# people/paul-graham.md
---
-title: Paul Graham
-type: Person
-tags: [startups, essays, lisp]
---
-
-# Paul Graham
-
-## Observations
- [name] Paul Graham
- [role] Essayist and investor
- [expertise] Startups
- [expertise] Lisp
- [expertise] Essay writing
- [fact] Created Viaweb, the first web app
-
-## Relations
- works_at [[Y Combinator]]
- authored [[Hackers and Painters]]
-```
-
-**Note with warnings:**
-```yaml
-# people/ada-lovelace.md
---
-title: Ada Lovelace
-type: Person
---
-
-# Ada Lovelace
-
-## Observations
- [fact] Wrote the first computer program
- [born] 1815
-
-## Relations
- collaborated_with [[Charles Babbage]]
-```
-
-Validation: warns about missing required `[name]` observation. Everything else is optional
-or unmatched (which is fine).
-
-## Future Considerations (Deferred)
-
-These are interesting but out of scope for the initial implementation:
-
- **Multiple schema inheritance** — `schema: [Person, Author]`
- **Hook integration** — Pre-write validation via the hooks system
- **OWL/RDF export** — `bm schema export --format owl`
- **SPARQL queries** — Schema-aware graph queries
- **Built-in templates** — `bm schema use gtd`, `bm schema use zettelkasten`
- **Schema versioning/migration** — Tracking breaking changes across versions
@@ -2,6 +2,7 @@

 # Install dependencies
 install:
+    uv pip install -e ".[dev]"
    uv sync
    @echo ""
    @echo "💡 Remember to activate the virtual environment by running: source .venv/bin/activate"
@@ -42,9 +43,9 @@ test-unit-sqlite:
 test-unit-postgres:
    BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov tests

-# Run integration tests against SQLite (excludes semantic benchmarks — use just test-semantic)
+# Run integration tests against SQLite
 test-int-sqlite:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int
+    uv run pytest -p pytest_mock -v --no-cov test-int

 # Run integration tests against Postgres
 # Note: Uses timeout due to FastMCP Client + asyncpg cleanup hang (tests pass, process hangs on exit)
@@ -55,10 +56,10 @@ test-int-postgres:
    # Use gtimeout (macOS/Homebrew) or timeout (Linux)
    TIMEOUT_CMD=$(command -v gtimeout || command -v timeout || echo "")
    if [[ -n "$TIMEOUT_CMD" ]]; then
-        $TIMEOUT_CMD --signal=KILL 600 bash -c 'BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int' || test $? -eq 137
+        $TIMEOUT_CMD --signal=KILL 600 bash -c 'BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov test-int' || test $? -eq 137
    else
        echo "⚠️  No timeout command found, running without timeout..."
-        BASIC_MEMORY_ENV=test BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov -m "not semantic" test-int
+        BASIC_MEMORY_TEST_POSTGRES=1 uv run pytest -p pytest_mock -v --no-cov test-int
    fi

 # Run tests impacted by recent changes (requires pytest-testmon)
@@ -98,43 +99,18 @@ postgres-migrate:
 # These tests verify Windows-specific database optimizations (locking mode, NullPool)
 # Will be skipped automatically on non-Windows platforms
 test-windows:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m windows tests test-int
+    uv run pytest -p pytest_mock -v --no-cov -m windows tests test-int

 # Run benchmark tests only (performance testing)
 # These are slow tests that measure sync performance with various file counts
 # Excluded from default test runs to keep CI fast
 test-benchmark:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m benchmark tests test-int
-
-# Run semantic search quality benchmarks (all combos)
-test-semantic:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m semantic test-int/semantic/
-
-# Run semantic benchmarks with JSON artifact output, then show report
-test-semantic-report:
-    BASIC_MEMORY_ENV=test BASIC_MEMORY_BENCHMARK_OUTPUT=.benchmarks/semantic-quality.jsonl uv run pytest -p pytest_mock -v -s --no-cov -m semantic test-int/semantic/
-    uv run python test-int/semantic/report.py .benchmarks/semantic-quality.jsonl
-
-# Run semantic benchmarks (Postgres combos only)
-test-semantic-postgres:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov -m semantic -k postgres test-int/semantic/
-
-# View semantic benchmark results (rich formatted table)
-# Usage: just semantic-report [--filter-combo sqlite] [--filter-suite paraphrase] [--sort-by avg_latency_ms]
-semantic-report *args:
-    uv run python test-int/semantic/report.py .benchmarks/semantic-quality.jsonl {{args}}
-
-# Compare two search benchmark JSONL outputs
-# Usage:
-#   just benchmark-compare .benchmarks/search-baseline.jsonl .benchmarks/search-candidate.jsonl
-#   just benchmark-compare .benchmarks/search-baseline.jsonl .benchmarks/search-candidate.jsonl --format markdown --show-missing
-benchmark-compare baseline candidate *args:
-    uv run python test-int/compare_search_benchmarks.py "{{baseline}}" "{{candidate}}" --format table {{args}}
+    uv run pytest -p pytest_mock -v --no-cov -m benchmark tests test-int

 # Run all tests including Windows, Postgres, and Benchmarks (for CI/comprehensive testing)
 # Use this before releasing to ensure everything works across all backends and platforms
 test-all:
-    BASIC_MEMORY_ENV=test uv run pytest -p pytest_mock -v --no-cov tests test-int
+    uv run pytest -p pytest_mock -v --no-cov tests test-int

 # Generate HTML coverage report
 coverage:
@@ -170,14 +146,10 @@ lint: fix
 fix:
    uv run ruff check --fix --unsafe-fixes src tests test-int

-# Type check code (pyright)
+# Type check code
 typecheck:
    uv run pyright

-# Type check code (ty)
-typecheck-ty:
-    uv run ty check src/
-
 # Clean build artifacts and cache files
 clean:
    find . -type f -name '*.pyc' -delete
@@ -213,9 +185,6 @@ update-deps:
 # Run all code quality checks and tests
 check: lint format typecheck test

-# Run all code quality checks and all test suites, including semantic benchmarks
-check-all: lint format typecheck test test-semantic
-
 # Generate Alembic migration with descriptive message
 migration message:
    cd src/basic_memory/alembic && alembic revision --autogenerate -m "{{message}}"
@@ -54,22 +54,6 @@ Or for a one-time sync:
 basic-memory sync
 ```

-### 4. Updating Basic Memory
-
-Basic Memory supports automatic updates by default for `uv tool` and Homebrew installs.
-
-For manual checks and upgrades:
-
-```bash
-# Check now and install if supported
-bm update
-
-# Check only, do not install
-bm update --check
-```
-
-To disable automatic updates, set `"auto_update": false` in `~/.basic-memory/config.json`.
-
 ## Configuration Options

 ### Custom Directory
@@ -141,4 +125,4 @@ If you encounter issues:
   cat ~/.basic-memory/basic-memory.log
   ```

-For more detailed information, refer to the [full documentation](https://docs.basicmemory.com/).
+For more detailed information, refer to the [full documentation](https://memory.basicmachines.co/).
@@ -29,7 +29,7 @@ dependencies = [
    "alembic>=1.14.1",
    "pillow>=11.1.0",
    "pybars3>=0.9.7",
-    "fastmcp>=3.0.1,<4",
+    "fastmcp==2.12.3", # Pinned - 2.14.x breaks MCP tools visibility (issue #463)
    "pyjwt>=2.10.1",
    "python-dotenv>=1.1.0",
    "pytest-aio>=1.9.0",
@@ -44,11 +44,9 @@ dependencies = [
    "sniffio>=1.3.1",
    "anyio>=4.10.0",
    "httpx>=0.28.0",
-    "fastembed>=0.7.4",
-    "sqlite-vec>=0.1.6",
-    "openai>=1.100.2",
 ]

+
 [project.urls]
 Homepage = "https://github.com/basicmachines-co/basic-memory"
 Repository = "https://github.com/basicmachines-co/basic-memory"
@@ -74,7 +72,6 @@ markers = [
    "postgres: Tests that run against Postgres backend (deselect with '-m \"not postgres\"')",
    "windows: Windows-specific tests (deselect with '-m \"not windows\"')",
    "smoke: Fast end-to-end smoke tests for MCP flows",
-    "semantic: Tests requiring semantic dependencies (fastembed, sqlite-vec, openai)",
 ]

 [tool.ruff]
@@ -96,9 +93,6 @@ dev = [
    "psycopg>=3.2.0",
    "pyright>=1.1.408",
    "pytest-testmon>=2.2.0",
-    "ty>=0.0.18",
-    "cst-lsp>=0.1.3",
-    "libcst>=1.8.6",
 ]

 [tool.hatch.version]
@@ -117,7 +111,6 @@ ignore = ["test/"]
 defineConstant = { DEBUG = true }
 reportMissingImports = "error"
 reportMissingTypeStubs = false
-reportUnusedImport = "none"
 pythonVersion = "3.12"


@@ -6,12 +6,12 @@
    "url": "https://github.com/basicmachines-co/basic-memory.git",
    "source": "github"
  },
-  "version": "0.20.0",
+  "version": "0.18.2",
  "packages": [
    {
      "registryType": "pypi",
      "identifier": "basic-memory",
-      "version": "0.20.0",
+      "version": "0.18.2",
      "runtimeHint": "uvx",
      "runtimeArguments": [
        {"type": "positional", "value": "basic-memory"},
@@ -1,7 +1,7 @@
 """basic-memory - Local-first knowledge management combining Zettelkasten with knowledge graphs"""

 # Package version - updated by release automation
-__version__ = "0.20.0"
+__version__ = "0.18.2"

 # API version for FastAPI - independent of package version
 __api_version__ = "v0"
@@ -1,68 +0,0 @@
-"""Add Postgres semantic vector search tables (pgvector-aware, optional)
-
-Revision ID: h1b2c3d4e5f6
-Revises: d7e8f9a0b1c2
-Create Date: 2026-02-07 00:00:00.000000
-
-"""
-
-from typing import Sequence, Union
-
-from alembic import op
-
-# revision identifiers, used by Alembic.
-revision: str = "h1b2c3d4e5f6"
-down_revision: Union[str, None] = "d7e8f9a0b1c2"
-branch_labels: Union[str, Sequence[str], None] = None
-depends_on: Union[str, Sequence[str], None] = None
-
-
-def upgrade() -> None:
-    """Create Postgres vector chunk metadata table.
-
-    Trigger: database backend is PostgreSQL.
-    Why: search_vector_chunks stores text metadata with no vector-dimension
-    dependency, so it's safe in a migration.  search_vector_embeddings (which
-    requires pgvector and a provider-specific dimension) is created at runtime
-    by PostgresSearchRepository._ensure_vector_tables(), mirroring the SQLite
-    pattern where vector tables are created dynamically.
-    Outcome: creates the dimension-independent chunks table.  The embeddings
-    table + HNSW index are deferred to runtime.
-    """
-    connection = op.get_bind()
-    if connection.dialect.name != "postgresql":
-        return
-
-    op.execute(
-        """
-        CREATE TABLE IF NOT EXISTS search_vector_chunks (
-            id BIGSERIAL PRIMARY KEY,
-            entity_id INTEGER NOT NULL,
-            project_id INTEGER NOT NULL,
-            chunk_key TEXT NOT NULL,
-            chunk_text TEXT NOT NULL,
-            source_hash TEXT NOT NULL,
-            updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
-            UNIQUE (project_id, entity_id, chunk_key)
-        )
-        """
-    )
-    op.execute(
-        """
-        CREATE INDEX IF NOT EXISTS idx_search_vector_chunks_project_entity
-        ON search_vector_chunks (project_id, entity_id)
-        """
-    )
-
-
-def downgrade() -> None:
-    """Remove Postgres vector chunk/embedding tables.
-
-    Does not drop pgvector extension because other schema objects may depend on it.
-    """
-    connection = op.get_bind()
-    if connection.dialect.name != "postgresql":
-        return
-
-    op.execute("DROP TABLE IF EXISTS search_vector_embeddings")
-    op.execute("DROP TABLE IF EXISTS search_vector_chunks")
@@ -1,29 +0,0 @@
-"""Trigger automatic semantic embedding backfill during migration.
-
-Revision ID: i2c3d4e5f6g7
-Revises: h1b2c3d4e5f6
-Create Date: 2026-02-19 00:00:00.000000
-
-"""
-
-from typing import Sequence, Union
-
-# revision identifiers, used by Alembic.
-revision: str = "i2c3d4e5f6g7"
-down_revision: Union[str, None] = "h1b2c3d4e5f6"
-branch_labels: Union[str, Sequence[str], None] = None
-depends_on: Union[str, Sequence[str], None] = None
-
-
-def upgrade() -> None:
-    """No schema change.
-
-    Trigger: this revision is newly applied.
-    Why: db.run_migrations() detects this revision transition and runs the existing
-    sync_entity_vectors() pipeline to backfill semantic embeddings automatically.
-    Outcome: users no longer need to run `bm reindex --embeddings` after upgrading.
-    """
-
-
-def downgrade() -> None:
-    """No-op downgrade."""
@@ -1,164 +0,0 @@
-"""Rename entity_type column to note_type
-
-Revision ID: j3d4e5f6g7h8
-Revises: i2c3d4e5f6g7
-Create Date: 2026-02-22 12:00:00.000000
-
-"""
-
-from typing import Sequence, Union
-
-from alembic import op
-from sqlalchemy import text
-
-# revision identifiers, used by Alembic.
-revision: str = "j3d4e5f6g7h8"
-down_revision: Union[str, None] = "i2c3d4e5f6g7"
-branch_labels: Union[str, Sequence[str], None] = None
-depends_on: Union[str, Sequence[str], None] = None
-
-
-def table_exists(connection, table_name: str) -> bool:
-    """Check if a table exists (idempotent migration support)."""
-    if connection.dialect.name == "postgresql":
-        result = connection.execute(
-            text("SELECT 1 FROM information_schema.tables WHERE table_name = :table_name"),
-            {"table_name": table_name},
-        )
-        return result.fetchone() is not None
-    # SQLite
-    result = connection.execute(
-        text("SELECT 1 FROM sqlite_master WHERE type='table' AND name = :table_name"),
-        {"table_name": table_name},
-    )
-    return result.fetchone() is not None
-
-
-def index_exists(connection, index_name: str) -> bool:
-    """Check if an index exists (idempotent migration support)."""
-    if connection.dialect.name == "postgresql":
-        result = connection.execute(
-            text("SELECT 1 FROM pg_indexes WHERE indexname = :index_name"),
-            {"index_name": index_name},
-        )
-        return result.fetchone() is not None
-    # SQLite
-    result = connection.execute(
-        text("SELECT 1 FROM sqlite_master WHERE type='index' AND name = :index_name"),
-        {"index_name": index_name},
-    )
-    return result.fetchone() is not None
-
-
-def column_exists(connection, table: str, column: str) -> bool:
-    """Check if a column exists in a table (idempotent migration support)."""
-    if connection.dialect.name == "postgresql":
-        result = connection.execute(
-            text(
-                "SELECT 1 FROM information_schema.columns "
-                "WHERE table_name = :table AND column_name = :column"
-            ),
-            {"table": table, "column": column},
-        )
-        return result.fetchone() is not None
-    # SQLite
-    result = connection.execute(text(f"PRAGMA table_info({table})"))
-    columns = [row[1] for row in result]
-    return column in columns
-
-
-def upgrade() -> None:
-    """Rename entity_type → note_type on the entity table."""
-    connection = op.get_bind()
-    dialect = connection.dialect.name
-
-    # Skip if already migrated (idempotent)
-    if column_exists(connection, "entity", "note_type"):
-        return
-
-    if dialect == "postgresql":
-        # Postgres supports direct column rename
-        op.execute("ALTER TABLE entity RENAME COLUMN entity_type TO note_type")
-
-        # Recreate the index with new name
-        op.execute("DROP INDEX IF EXISTS ix_entity_type")
-        op.execute("CREATE INDEX ix_note_type ON entity (note_type)")
-    else:
-        # SQLite 3.25.0+ supports ALTER TABLE RENAME COLUMN directly.
-        # Avoids batch_alter_table which fails on tables with generated columns
-        # (duplicate column name error when recreating the table).
-        op.execute("ALTER TABLE entity RENAME COLUMN entity_type TO note_type")
-
-        # Recreate the index with new name
-        if index_exists(connection, "ix_entity_type"):
-            op.drop_index("ix_entity_type", table_name="entity")
-        op.create_index("ix_note_type", "entity", ["note_type"])
-
-    # Update search index metadata: rename entity_type → note_type in JSON
-    # This updates the stored metadata so search results use the new field name
-    # Guard: search_index may not exist on a fresh DB (created by an earlier migration)
-    if not table_exists(connection, "search_index"):
-        return
-
-    if dialect == "postgresql":
-        op.execute(
-            text("""
-                UPDATE search_index
-                SET metadata = metadata - 'entity_type' || jsonb_build_object('note_type', metadata->'entity_type')
-                WHERE metadata ? 'entity_type'
-            """)
-        )
-    else:
-        op.execute(
-            text("""
-                UPDATE search_index
-                SET metadata = json_set(
-                    json_remove(metadata, '$.entity_type'),
-                    '$.note_type',
-                    json_extract(metadata, '$.entity_type')
-                )
-                WHERE json_extract(metadata, '$.entity_type') IS NOT NULL
-            """)
-        )
-
-
-def downgrade() -> None:
-    """Rename note_type → entity_type on the entity table."""
-    connection = op.get_bind()
-    dialect = connection.dialect.name
-
-    if dialect == "postgresql":
-        op.execute("ALTER TABLE entity RENAME COLUMN note_type TO entity_type")
-        op.execute("DROP INDEX IF EXISTS ix_note_type")
-        op.execute("CREATE INDEX ix_entity_type ON entity (entity_type)")
-    else:
-        op.execute("ALTER TABLE entity RENAME COLUMN note_type TO entity_type")
-
-        if index_exists(connection, "ix_note_type"):
-            op.drop_index("ix_note_type", table_name="entity")
-        op.create_index("ix_entity_type", "entity", ["entity_type"])
-
-    # Revert search index metadata
-    if not table_exists(connection, "search_index"):
-        return
-
-    if dialect == "postgresql":
-        op.execute(
-            text("""
-                UPDATE search_index
-                SET metadata = metadata - 'note_type' || jsonb_build_object('entity_type', metadata->'note_type')
-                WHERE metadata ? 'note_type'
-            """)
-        )
-    else:
-        op.execute(
-            text("""
-                UPDATE search_index
-                SET metadata = json_set(
-                    json_remove(metadata, '$.note_type'),
-                    '$.entity_type',
-                    json_extract(metadata, '$.note_type')
-                )
-                WHERE json_extract(metadata, '$.note_type') IS NOT NULL
-            """)
-        )
@@ -1,74 +0,0 @@
-"""Add created_by and last_updated_by columns to entity table.
-
-Revision ID: k4e5f6g7h8i9
-Revises: j3d4e5f6g7h8
-Create Date: 2026-02-23 00:00:00.000000
-
-These columns track which cloud user created and last modified each entity.
-Both are nullable — NULL for local/CLI usage and existing entities.
-"""
-
-from typing import Sequence, Union
-
-import sqlalchemy as sa
-from alembic import op
-from sqlalchemy import text
-
-# revision identifiers, used by Alembic.
-revision: str = "k4e5f6g7h8i9"
-down_revision: Union[str, None] = "j3d4e5f6g7h8"
-branch_labels: Union[str, Sequence[str], None] = None
-depends_on: Union[str, Sequence[str], None] = None
-
-
-def column_exists(connection, table: str, column: str) -> bool:
-    """Check if a column exists in a table (idempotent migration support)."""
-    if connection.dialect.name == "postgresql":
-        result = connection.execute(
-            text(
-                "SELECT 1 FROM information_schema.columns "
-                "WHERE table_name = :table AND column_name = :column"
-            ),
-            {"table": table, "column": column},
-        )
-        return result.fetchone() is not None
-    else:
-        # SQLite
-        result = connection.execute(text(f"PRAGMA table_info({table})"))
-        columns = [row[1] for row in result]
-        return column in columns
-
-
-def upgrade() -> None:
-    """Add created_by and last_updated_by columns to entity table.
-
-    Both columns are nullable strings that store cloud user_profile_id UUIDs.
-    No data backfill — existing rows get NULL.
-    """
-    connection = op.get_bind()
-
-    if not column_exists(connection, "entity", "created_by"):
-        op.add_column("entity", sa.Column("created_by", sa.String(), nullable=True))
-
-    if not column_exists(connection, "entity", "last_updated_by"):
-        op.add_column("entity", sa.Column("last_updated_by", sa.String(), nullable=True))
-
-
-def downgrade() -> None:
-    """Remove created_by and last_updated_by columns from entity table."""
-    connection = op.get_bind()
-    dialect = connection.dialect.name
-
-    if column_exists(connection, "entity", "last_updated_by"):
-        if dialect == "postgresql":
-            op.drop_column("entity", "last_updated_by")
-        else:
-            with op.batch_alter_table("entity") as batch_op:
-                batch_op.drop_column("last_updated_by")
-
-    if column_exists(connection, "entity", "created_by"):
-        if dialect == "postgresql":
-            op.drop_column("entity", "created_by")
-        else:
-            with op.batch_alter_table("entity") as batch_op:
-                batch_op.drop_column("created_by")
@@ -18,7 +18,6 @@ from basic_memory.api.v2.routers import (
    directory_router as v2_directory,
    prompt_router as v2_prompt,
    importer_router as v2_importer,
-    schema_router as v2_schema,
 )
 from basic_memory.api.v2.routers.project_router import (
    add_project,
@@ -85,7 +84,6 @@ app.include_router(v2_resource, prefix="/v2/projects/{project_id}")
 app.include_router(v2_directory, prefix="/v2/projects/{project_id}")
 app.include_router(v2_prompt, prefix="/v2/projects/{project_id}")
 app.include_router(v2_importer, prefix="/v2/projects/{project_id}")
-app.include_router(v2_schema, prefix="/v2/projects/{project_id}")
 app.include_router(v2_project, prefix="/v2")

 # Legacy web app proxy paths (compat with /proxy/projects/projects)
@@ -47,6 +47,7 @@ class ApiContainer:
        """
        config = ConfigManager().config
        mode = resolve_runtime_mode(
+            cloud_mode_enabled=config.cloud_mode_enabled,
            is_test_env=config.is_test_env,
        )
        return cls(config=config, mode=mode)
@@ -8,7 +8,6 @@ from basic_memory.api.v2.routers.resource_router import router as resource_route
 from basic_memory.api.v2.routers.directory_router import router as directory_router
 from basic_memory.api.v2.routers.prompt_router import router as prompt_router
 from basic_memory.api.v2.routers.importer_router import router as importer_router
-from basic_memory.api.v2.routers.schema_router import router as schema_router

 __all__ = [
    "knowledge_router",
@@ -19,5 +18,4 @@ __all__ = [
    "directory_router",
    "prompt_router",
    "importer_router",
-    "schema_router",
 ]
@@ -20,7 +20,6 @@ from basic_memory.deps import (
    ProjectConfigV2ExternalDep,
    AppConfigDep,
    EntityRepositoryV2ExternalDep,
-    RelationRepositoryV2ExternalDep,
    ProjectExternalIdPathDep,
    TaskSchedulerDep,
    FileServiceV2ExternalDep,
@@ -32,9 +31,6 @@ from basic_memory.schemas.v2 import (
    EntityResolveRequest,
    EntityResolveResponse,
    EntityResponseV2,
-    GraphEdge,
-    GraphNode,
-    GraphResponse,
    MoveEntityRequestV2,
    MoveDirectoryRequestV2,
    DeleteDirectoryRequestV2,
@@ -43,67 +39,6 @@ from basic_memory.schemas.response import DirectoryMoveResult, DirectoryDeleteRe

 router = APIRouter(prefix="/knowledge", tags=["knowledge-v2"])

-
-def _schedule_vector_sync_if_enabled(
-    *,
-    task_scheduler,
-    app_config,
-    entity_id: int,
-    project_id: int,
-) -> None:
-    """Schedule out-of-band vector sync only when semantic search is enabled."""
-    if app_config.semantic_search_enabled:
-        task_scheduler.schedule(
-            "sync_entity_vectors",
-            entity_id=entity_id,
-            project_id=project_id,
-        )
-
-
-## Graph endpoint
-
-
-@router.get("/graph", response_model=GraphResponse)
-async def get_graph(
-    project_id: ProjectExternalIdPathDep,
-    entity_repository: EntityRepositoryV2ExternalDep,
-    relation_repository: RelationRepositoryV2ExternalDep,
-) -> GraphResponse:
-    """Return all entities and resolved relations for knowledge graph visualization.
-
-    Returns a flat node/edge structure optimized for rendering with graph libraries.
-    Only includes resolved relations (where to_id is not null).
-    """
-    logger.info("API v2 request: get_graph")
-
-    # Fetch all entities for this project
-    entities = await entity_repository.find_all(use_load_options=False)
-    nodes = [
-        GraphNode(
-            external_id=entity.external_id,
-            title=entity.title,
-            note_type=entity.note_type,
-            file_path=entity.file_path,
-        )
-        for entity in entities
-    ]
-
-    # Fetch all resolved relations (to_id is not null) with eager-loaded entities
-    relations = await relation_repository.find_all()
-    edges = [
-        GraphEdge(
-            from_id=relation.from_entity.external_id,
-            to_id=relation.to_entity.external_id,
-            relation_type=relation.relation_type,
-        )
-        for relation in relations
-        if relation.to_entity is not None
-    ]
-
-    logger.info(f"API v2 response: graph with {len(nodes)} nodes and {len(edges)} edges")
-    return GraphResponse(nodes=nodes, edges=edges)
-
-
 ## Resolution endpoint


@@ -178,7 +113,7 @@ async def resolve_identifier(
        resolution_method=resolution_method,
    )

-    logger.debug(
+    logger.info(
        f"API v2 response: resolved '{data.identifier}' to external_id={result.external_id} via {resolution_method}"
    )

@@ -234,7 +169,6 @@ async def create_entity(
    search_service: SearchServiceV2ExternalDep,
    task_scheduler: TaskSchedulerDep,
    file_service: FileServiceV2ExternalDep,
-    app_config: AppConfigDep,
    fast: bool = Query(
        True, description="If true, write quickly and defer indexing to background tasks."
    ),
@@ -249,7 +183,7 @@ async def create_entity(
        Created entity with generated external_id (UUID) and file content
    """
    logger.info(
-        "API v2 request", endpoint="create_entity", note_type=data.note_type, title=data.title
+        "API v2 request", endpoint="create_entity", entity_type=data.entity_type, title=data.title
    )

    if fast:
@@ -261,13 +195,7 @@ async def create_entity(
        )
    else:
        entity = await entity_service.create_entity(data)
-        await search_service.index_entity(entity)
-        _schedule_vector_sync_if_enabled(
-            task_scheduler=task_scheduler,
-            app_config=app_config,
-            entity_id=entity.id,
-            project_id=project_id,
-        )
+        await search_service.index_entity(entity, background_tasks=background_tasks)

    result = EntityResponseV2.model_validate(entity)
    if fast:
@@ -297,7 +225,6 @@ async def update_entity_by_id(
    entity_repository: EntityRepositoryV2ExternalDep,
    task_scheduler: TaskSchedulerDep,
    file_service: FileServiceV2ExternalDep,
-    app_config: AppConfigDep,
    entity_id: str = Path(..., description="Entity external ID (UUID)"),
    fast: bool = Query(
        True, description="If true, write quickly and defer indexing to background tasks."
@@ -350,13 +277,7 @@ async def update_entity_by_id(
                    )
            response.status_code = 201

-        await search_service.index_entity(entity)
-        _schedule_vector_sync_if_enabled(
-            task_scheduler=task_scheduler,
-            app_config=app_config,
-            entity_id=entity.id,
-            project_id=project_id,
-        )
+        await search_service.index_entity(entity, background_tasks=background_tasks)

    result = EntityResponseV2.model_validate(entity)
    if fast:
@@ -382,7 +303,6 @@ async def edit_entity_by_id(
    entity_repository: EntityRepositoryV2ExternalDep,
    task_scheduler: TaskSchedulerDep,
    file_service: FileServiceV2ExternalDep,
-    app_config: AppConfigDep,
    entity_id: str = Path(..., description="Entity external ID (UUID)"),
    fast: bool = Query(
        True, description="If true, write quickly and defer indexing to background tasks."
@@ -439,13 +359,7 @@ async def edit_entity_by_id(
                expected_replacements=data.expected_replacements,
            )

-            await search_service.index_entity(updated_entity)
-            _schedule_vector_sync_if_enabled(
-                task_scheduler=task_scheduler,
-                app_config=app_config,
-                entity_id=updated_entity.id,
-                project_id=project_id,
-            )
+            await search_service.index_entity(updated_entity, background_tasks=background_tasks)

        result = EntityResponseV2.model_validate(updated_entity)
        if fast:
@@ -520,7 +434,6 @@ async def move_entity(
    project_config: ProjectConfigV2ExternalDep,
    app_config: AppConfigDep,
    search_service: SearchServiceV2ExternalDep,
-    task_scheduler: TaskSchedulerDep,
    entity_id: str = Path(..., description="Entity external ID (UUID)"),
 ) -> EntityResponseV2:
    """Move an entity to a new file location.
@@ -559,13 +472,7 @@ async def move_entity(
        # Reindex at new location
        reindexed_entity = await entity_service.link_resolver.resolve_link(data.destination_path)
        if reindexed_entity:
-            await search_service.index_entity(reindexed_entity)
-            _schedule_vector_sync_if_enabled(
-                task_scheduler=task_scheduler,
-                app_config=app_config,
-                entity_id=reindexed_entity.id,
-                project_id=project_id,
-            )
+            await search_service.index_entity(reindexed_entity, background_tasks=background_tasks)

        result = EntityResponseV2.model_validate(moved_entity)

@@ -592,7 +499,6 @@ async def move_directory(
    project_config: ProjectConfigV2ExternalDep,
    app_config: AppConfigDep,
    search_service: SearchServiceV2ExternalDep,
-    task_scheduler: TaskSchedulerDep,
 ) -> DirectoryMoveResult:
    """Move all entities in a directory to a new location.

@@ -624,13 +530,7 @@ async def move_directory(
        for file_path in result.moved_files:
            entity = await entity_service.link_resolver.resolve_link(file_path)
            if entity:
-                await search_service.index_entity(entity)
-                _schedule_vector_sync_if_enabled(
-                    task_scheduler=task_scheduler,
-                    app_config=app_config,
-                    entity_id=entity.id,
-                    project_id=project_id,
-                )
+                await search_service.index_entity(entity, background_tasks=background_tasks)

        logger.info(
            f"API v2 response: move_directory "
@@ -48,7 +48,7 @@ async def list_projects(
        A list of all projects with metadata
    """
    projects = await project_service.list_projects()
-    default_project = await project_service.get_default_project_name()
+    default_project = project_service.default_project

    project_items = [
        ProjectItem(
@@ -145,14 +145,14 @@ async def create_resource(
        # Determine file details
        file_name = PathLib(data.file_path).name
        content_type = file_service.content_type(data.file_path)
-        note_type = "canvas" if data.file_path.endswith(".canvas") else "file"
+        entity_type = "canvas" if data.file_path.endswith(".canvas") else "file"

        # Create a new entity model
        # Explicitly set external_id to ensure NOT NULL constraint is satisfied (fixes #512)
        entity = EntityModel(
            external_id=str(uuid.uuid4()),
            title=file_name,
-            note_type=note_type,
+            entity_type=entity_type,
            content_type=content_type,
            file_path=data.file_path,
            checksum=checksum,
@@ -253,14 +253,14 @@ async def update_resource(
        # Determine file details
        file_name = PathLib(target_file_path).name
        content_type = file_service.content_type(target_file_path)
-        note_type = "canvas" if target_file_path.endswith(".canvas") else "file"
+        entity_type = "canvas" if target_file_path.endswith(".canvas") else "file"

        # Update entity using internal ID
        updated_entity = await entity_repository.update(
            entity.id,
            {
                "title": file_name,
-                "note_type": note_type,
+                "entity_type": entity_type,
                "content_type": content_type,
                "file_path": target_file_path,
                "checksum": checksum,
@@ -1,412 +0,0 @@
-"""V2 router for schema operations.
-
-Provides endpoints for schema validation, inference, and drift detection.
-The schema system validates notes against Picoschema definitions without
-introducing any new data model -- it works entirely with existing
-observations and relations.
-
-Flow: Entity loaded with eager observations/relations -> convert to tuples -> core functions.
-"""
-
-from pathlib import Path as FilePath
-
-import frontmatter
-from fastapi import APIRouter, Path, Query
-from loguru import logger
-
-from basic_memory.deps import (
-    EntityRepositoryV2ExternalDep,
-    FileServiceV2ExternalDep,
-    LinkResolverV2ExternalDep,
-)
-from basic_memory.models.knowledge import Entity
-from basic_memory.schemas.schema import (
-    ValidationReport,
-    InferenceReport,
-    DriftReport,
-    NoteValidationResponse,
-    FieldResultResponse,
-    FieldFrequencyResponse,
-    DriftFieldResponse,
-)
-from basic_memory.schema.resolver import resolve_schema
-from basic_memory.schema.validator import validate_note
-from basic_memory.schema.inference import infer_schema, NoteData, ObservationData, RelationData
-from basic_memory.schema.diff import diff_schema
-from basic_memory.utils import generate_permalink
-
-# Note: No prefix here -- it's added during registration as /v2/{project_id}/schema
-router = APIRouter(tags=["schema"])
-
-
-# --- ORM to core data conversion ---
-
-
-def _entity_observations(entity: Entity) -> list[ObservationData]:
-    """Extract ObservationData from an entity's observations."""
-    return [ObservationData(obs.category, obs.content) for obs in entity.observations]
-
-
-def _entity_relations(entity: Entity) -> list[RelationData]:
-    """Extract RelationData from an entity's outgoing relations.
-
-    Carries the target entity's type on each relation so the inference engine
-    can suggest correct types (e.g. works_at -> Organization, not the source type).
-    """
-    return [
-        RelationData(
-            relation_type=rel.relation_type,
-            target_name=rel.to_name,
-            target_note_type=rel.to_entity.note_type if rel.to_entity else None,
-        )
-        for rel in entity.outgoing_relations
-    ]
-
-
-def _entity_to_note_data(entity: Entity) -> NoteData:
-    """Convert an ORM Entity to a NoteData for inference/diff analysis."""
-    return NoteData(
-        identifier=entity.permalink or entity.file_path,
-        observations=_entity_observations(entity),
-        relations=_entity_relations(entity),
-    )
-
-
-def _entity_frontmatter(entity: Entity) -> dict:
-    """Build a frontmatter dict from an entity's database metadata.
-
-    Used for the notes being validated — their type and schema ref are
-    unlikely to change between syncs.
-    """
-    fm = dict(entity.entity_metadata) if entity.entity_metadata else {}
-    if entity.note_type:
-        fm.setdefault("type", entity.note_type)
-    return fm
-
-
-async def _schema_frontmatter_from_file(
-    file_service: FileServiceV2ExternalDep,
-    entity: Entity,
-) -> dict:
-    """Read a schema entity's frontmatter directly from its file.
-
-    Schema definitions (field declarations, validation mode) are the source
-    of truth for validation. Reading from the file ensures schema-validate
-    always uses the latest settings, even when the file watcher hasn't
-    synced changes to entity_metadata in the database.
-    """
-    try:
-        content = await file_service.read_file_content(entity.file_path)
-        post = frontmatter.loads(content)
-        metadata = dict(post.metadata)
-
-        # Trigger: file is mid-edit and missing required schema fields
-        # Why: parse_schema_note() raises ValueError for missing entity/schema,
-        #   which would turn validation into a 500 response
-        # Outcome: fall back to last-known-good database metadata
-        if not metadata.get("entity") or not isinstance(metadata.get("schema"), dict):
-            logger.warning(
-                "Schema file has incomplete frontmatter, falling back to database metadata",
-                file_path=entity.file_path,
-            )
-            return _entity_frontmatter(entity)
-
-        return metadata
-    except Exception:
-        # Trigger: file is missing, unreadable, or has malformed frontmatter
-        # Why: fall back to database metadata rather than failing validation entirely
-        # Outcome: behaves like before this change — uses potentially stale data
-        logger.warning(
-            "Failed to read schema file, falling back to database metadata",
-            file_path=entity.file_path,
-        )
-        return _entity_frontmatter(entity)
-
-
-# --- Validation ---
-
-
-@router.post("/schema/validate", response_model=ValidationReport)
-async def validate_schema(
-    entity_repository: EntityRepositoryV2ExternalDep,
-    file_service: FileServiceV2ExternalDep,
-    link_resolver: LinkResolverV2ExternalDep,
-    project_id: str = Path(..., description="Project external UUID"),
-    note_type: str | None = Query(None, description="Note type to validate"),
-    identifier: str | None = Query(None, description="Specific note identifier"),
-):
-    """Validate notes against their resolved schemas.
-
-    Validates a specific note (by identifier) or all notes of a given type.
-    Returns warnings/errors based on the schema's validation mode.
-
-    Schema definitions are read directly from their files to ensure the
-    latest settings (validation mode, field declarations) are always used,
-    even when file changes haven't been synced to the database yet.
-    """
-    results: list[NoteValidationResponse] = []
-
-    # --- Single note validation ---
-    if identifier:
-        # Resolve identifier flexibly (permalink, title, path, fuzzy)
-        # to match how read_note and other tools resolve identifiers
-        entity = await link_resolver.resolve_link(identifier)
-        if not entity:
-            return ValidationReport(note_type=note_type, total_notes=0, total_entities=0)
-
-        frontmatter = _entity_frontmatter(entity)
-        schema_ref = frontmatter.get("schema")
-
-        async def search_fn(query: str) -> list[dict]:
-            entities = await _find_schema_entities(
-                entity_repository,
-                query,
-                allow_reference_match=isinstance(schema_ref, str) and query == schema_ref,
-            )
-            return [await _schema_frontmatter_from_file(file_service, e) for e in entities]
-
-        schema_def = await resolve_schema(frontmatter, search_fn)
-        if schema_def:
-            result = validate_note(
-                entity.title or entity.permalink or identifier,
-                schema_def,
-                _entity_observations(entity),
-                _entity_relations(entity),
-                frontmatter=frontmatter,
-            )
-            results.append(_to_note_validation_response(result))
-
-        return ValidationReport(
-            note_type=note_type or entity.note_type,
-            total_notes=len(results),
-            total_entities=1,
-            valid_count=1 if (results and results[0].passed) else 0,
-            warning_count=sum(len(r.warnings) for r in results),
-            error_count=sum(len(r.errors) for r in results),
-            results=results,
-        )
-
-    # --- Batch validation by note type ---
-    entities = await _find_by_note_type(entity_repository, note_type) if note_type else []
-
-    for entity in entities:
-        frontmatter = _entity_frontmatter(entity)
-        schema_ref = frontmatter.get("schema")
-
-        async def search_fn(query: str) -> list[dict]:
-            entities = await _find_schema_entities(
-                entity_repository,
-                query,
-                allow_reference_match=isinstance(schema_ref, str) and query == schema_ref,
-            )
-            return [await _schema_frontmatter_from_file(file_service, e) for e in entities]
-
-        schema_def = await resolve_schema(frontmatter, search_fn)
-        if schema_def:
-            result = validate_note(
-                entity.title or entity.permalink or entity.file_path,
-                schema_def,
-                _entity_observations(entity),
-                _entity_relations(entity),
-                frontmatter=frontmatter,
-            )
-            results.append(_to_note_validation_response(result))
-
-    valid = sum(1 for r in results if r.passed)
-    return ValidationReport(
-        note_type=note_type,
-        total_notes=len(results),
-        total_entities=len(entities),
-        valid_count=valid,
-        warning_count=sum(len(r.warnings) for r in results),
-        error_count=sum(len(r.errors) for r in results),
-        results=results,
-    )
-
-
-# --- Inference ---
-
-
-@router.post("/schema/infer", response_model=InferenceReport)
-async def infer_schema_endpoint(
-    entity_repository: EntityRepositoryV2ExternalDep,
-    project_id: str = Path(..., description="Project external UUID"),
-    note_type: str = Query(..., description="Note type to analyze"),
-    threshold: float = Query(0.25, description="Minimum frequency for optional fields"),
-):
-    """Infer a schema from existing notes of a given type.
-
-    Examines observation categories and relation types across all notes
-    of the given type. Returns frequency analysis and suggested Picoschema.
-    """
-    entities = await _find_by_note_type(entity_repository, note_type)
-    notes_data = [_entity_to_note_data(entity) for entity in entities]
-
-    result = infer_schema(note_type, notes_data, optional_threshold=threshold)
-
-    return InferenceReport(
-        note_type=result.note_type,
-        notes_analyzed=result.notes_analyzed,
-        field_frequencies=[
-            FieldFrequencyResponse(
-                name=f.name,
-                source=f.source,
-                count=f.count,
-                total=f.total,
-                percentage=f.percentage,
-                sample_values=f.sample_values,
-                is_array=f.is_array,
-                target_type=f.target_type,
-            )
-            for f in result.field_frequencies
-        ],
-        suggested_schema=result.suggested_schema,
-        suggested_required=result.suggested_required,
-        suggested_optional=result.suggested_optional,
-        excluded=result.excluded,
-    )
-
-
-# --- Drift Detection ---
-
-
-@router.get("/schema/diff/{note_type}", response_model=DriftReport)
-async def diff_schema_endpoint(
-    entity_repository: EntityRepositoryV2ExternalDep,
-    file_service: FileServiceV2ExternalDep,
-    note_type: str = Path(..., description="Note type to check for drift"),
-    project_id: str = Path(..., description="Project external UUID"),
-):
-    """Show drift between a schema definition and actual note usage.
-
-    Compares the existing schema for an entity type against how notes
-    of that type are actually structured. Identifies new fields, dropped
-    fields, and cardinality changes.
-    """
-
-    async def search_fn(query: str) -> list[dict]:
-        entities = await _find_schema_entities(entity_repository, query)
-        return [await _schema_frontmatter_from_file(file_service, e) for e in entities]
-
-    # Resolve schema by note type
-    schema_frontmatter = {"type": note_type}
-    schema_def = await resolve_schema(schema_frontmatter, search_fn)
-
-    if not schema_def:
-        return DriftReport(note_type=note_type, schema_found=False)
-
-    # Collect all notes of this type
-    entities = await _find_by_note_type(entity_repository, note_type)
-    notes_data = [_entity_to_note_data(entity) for entity in entities]
-
-    result = diff_schema(schema_def, notes_data)
-
-    return DriftReport(
-        note_type=note_type,
-        new_fields=[
-            DriftFieldResponse(
-                name=f.name,
-                source=f.source,
-                count=f.count,
-                total=f.total,
-                percentage=f.percentage,
-            )
-            for f in result.new_fields
-        ],
-        dropped_fields=[
-            DriftFieldResponse(
-                name=f.name,
-                source=f.source,
-                count=f.count,
-                total=f.total,
-                percentage=f.percentage,
-            )
-            for f in result.dropped_fields
-        ],
-        cardinality_changes=result.cardinality_changes,
-    )
-
-
-# --- Helpers ---
-
-
-async def _find_by_note_type(
-    entity_repository: EntityRepositoryV2ExternalDep,
-    note_type: str,
-) -> list[Entity]:
-    """Find all entities of a given type using the repository's select pattern."""
-    query = entity_repository.select().where(Entity.note_type == note_type)
-    result = await entity_repository.execute_query(query)
-    return list(result.scalars().all())
-
-
-async def _find_schema_entities(
-    entity_repository: EntityRepositoryV2ExternalDep,
-    target_note_type: str,
-    *,
-    allow_reference_match: bool = False,
-) -> list[Entity]:
-    """Find schema entities for resolver lookups.
-
-    Resolution strategy:
-    1) Always try exact entity_metadata['entity'] match (for implicit type lookup
-       and explicit references that use entity names)
-    2) Only when allow_reference_match=True and no entity match was found, try
-       exact reference matching by title/permalink (explicit schema references)
-    """
-    query = entity_repository.select().where(Entity.note_type == "schema")
-    result = await entity_repository.execute_query(query)
-    entities = list(result.scalars().all())
-
-    normalized_target = generate_permalink(target_note_type)
-
-    entity_matches = [
-        e
-        for e in entities
-        if e.entity_metadata
-        and isinstance(e.entity_metadata.get("entity"), str)
-        and generate_permalink(e.entity_metadata["entity"]) == normalized_target
-    ]
-    if entity_matches:
-        return entity_matches
-
-    if not allow_reference_match:
-        return []
-
-    reference_matches: list[Entity] = []
-    for entity in entities:
-        candidate_refs: list[str] = []
-        if entity.title:
-            candidate_refs.append(entity.title)
-        if entity.permalink:
-            candidate_refs.append(entity.permalink)
-            candidate_refs.append(FilePath(entity.permalink).name)
-
-        if any(generate_permalink(ref) == normalized_target for ref in candidate_refs):
-            reference_matches.append(entity)
-
-    return reference_matches
-
-
-def _to_note_validation_response(result) -> NoteValidationResponse:
-    """Convert a core ValidationResult to a Pydantic response model."""
-    return NoteValidationResponse(
-        note_identifier=result.note_identifier,
-        schema_entity=result.schema_entity,
-        passed=result.passed,
-        field_results=[
-            FieldResultResponse(
-                field_name=fr.field.name,
-                field_type=fr.field.type,
-                required=fr.field.required,
-                status=fr.status,
-                values=fr.values,
-                message=fr.message,
-            )
-            for fr in result.field_results
-        ],
-        unmatched_observations=result.unmatched_observations,
-        unmatched_relations=result.unmatched_relations,
-        warnings=result.warnings,
-        errors=result.errors,
-    )
@@ -4,13 +4,9 @@ This router uses external_id UUIDs for stable, API-friendly routing.
 V1 uses string-based project names which are less efficient and less stable.
 """

-from fastapi import APIRouter, HTTPException, Path
+from fastapi import APIRouter, Path

 from basic_memory.api.v2.utils import to_search_results
-from basic_memory.repository.semantic_errors import (
-    SemanticDependenciesMissingError,
-    SemanticSearchDisabledError,
-)
 from basic_memory.schemas.search import SearchQuery, SearchResponse
 from basic_memory.deps import (
    SearchServiceV2ExternalDep,
@@ -47,28 +43,14 @@ async def search(
    Returns:
        SearchResponse with paginated search results
    """
+    limit = page_size
    offset = (page - 1) * page_size
-    # Fetch one extra item to detect whether more pages exist (N+1 trick)
-    fetch_limit = page_size + 1
-    try:
-        results = await search_service.search(query, limit=fetch_limit, offset=offset)
-    except SemanticSearchDisabledError as exc:
-        raise HTTPException(status_code=400, detail=str(exc)) from exc
-    except SemanticDependenciesMissingError as exc:
-        raise HTTPException(status_code=400, detail=str(exc)) from exc
-    except ValueError as exc:
-        raise HTTPException(status_code=400, detail=str(exc)) from exc
-
-    has_more = len(results) > page_size
-    if has_more:
-        results = results[:page_size]
-
+    results = await search_service.search(query, limit=limit, offset=offset)
    search_results = await to_search_results(entity_service, results)
    return SearchResponse(
        results=search_results,
        current_page=page,
        page_size=page_size,
-        has_more=has_more,
    )


@@ -146,7 +146,6 @@ async def to_graph_context(
        metadata=metadata,
        page=page,
        page_size=page_size,
-        has_more=context_result.metadata.has_more,
    )


@@ -177,7 +176,6 @@ async def to_search_results(entity_service: EntityService, results: List[SearchI
                score=r.score,  # pyright: ignore
                entity=entities[0].permalink if entities else None,
                content=r.content,
-                matched_chunk=r.matched_chunk_text,
                file_path=r.file_path,
                metadata=r.metadata,
                entity_id=entity_id,
@@ -1,114 +0,0 @@
-"""Lightweight CLI analytics via Umami event collector.
-
-Sends anonymous, non-blocking usage events to help understand how the
-CLI-to-cloud conversion funnel performs. No PII, no fingerprinting,
-no cookies. Respects the same opt-out mechanisms as promo messaging.
-
-Events are fire-and-forget — analytics never blocks or breaks the CLI.
-
-Defaults point to the Basic Memory Umami Cloud instance. Override via:
-    BASIC_MEMORY_UMAMI_HOST     — Custom Umami instance URL
-    BASIC_MEMORY_UMAMI_SITE_ID  — Custom Website ID
-Opt out entirely with BASIC_MEMORY_NO_PROMOS=1.
-"""
-
-import json
-import os
-import threading
-import urllib.request
-from typing import Optional
-
-import basic_memory
-
-
-# ---------------------------------------------------------------------------
-# Configuration — defaults baked in, overridable via environment
-# ---------------------------------------------------------------------------
-
-_DEFAULT_UMAMI_HOST = "https://api-gateway.umami.dev"
-_DEFAULT_UMAMI_SITE_ID = "f6479898-ebaf-4e60-bce2-6dc60a3f6c5c"
-
-
-def _umami_host() -> Optional[str]:
-    return os.getenv("BASIC_MEMORY_UMAMI_HOST", "").strip() or _DEFAULT_UMAMI_HOST
-
-
-def _umami_site_id() -> Optional[str]:
-    return os.getenv("BASIC_MEMORY_UMAMI_SITE_ID", "").strip() or _DEFAULT_UMAMI_SITE_ID
-
-
-def _analytics_disabled() -> bool:
-    """True when analytics should not fire."""
-    value = os.getenv("BASIC_MEMORY_NO_PROMOS", "").strip().lower()
-    return value in {"1", "true", "yes"}
-
-
-def _is_configured() -> bool:
-    """True when both host and site ID are available."""
-    return _umami_host() is not None and _umami_site_id() is not None
-
-
-# ---------------------------------------------------------------------------
-# Public API
-# ---------------------------------------------------------------------------
-
-# Well-known event names for the promo/cloud funnel
-EVENT_PROMO_SHOWN = "cli-promo-shown"
-EVENT_PROMO_OPTED_OUT = "cli-promo-opted-out"
-EVENT_CLOUD_LOGIN_STARTED = "cli-cloud-login-started"
-EVENT_CLOUD_LOGIN_SUCCESS = "cli-cloud-login-success"
-EVENT_CLOUD_LOGIN_SUB_REQUIRED = "cli-cloud-login-sub-required"
-
-
-def track(event_name: str, data: Optional[dict] = None) -> None:
-    """Send an analytics event to Umami. Non-blocking, silent on failure.
-
-    Parameters
-    ----------
-    event_name:
-        Short kebab-case name (e.g. "cli-promo-shown").
-    data:
-        Optional dict of event properties (all values should be strings/numbers).
-    """
-    if _analytics_disabled() or not _is_configured():
-        return
-
-    host = _umami_host()
-    site_id = _umami_site_id()
-
-    # Umami v2 /api/send requires "type" at top level alongside "payload"
-    payload = {
-        "type": "event",
-        "payload": {
-            "hostname": "cli.basicmemory.com",
-            "language": "en",
-            "url": f"/cli/{event_name}",
-            "website": site_id,
-            "name": event_name,
-            "data": {
-                "version": basic_memory.__version__,
-                **(data or {}),
-            },
-        },
-    }
-
-    def _send():
-        try:
-            req = urllib.request.Request(
-                f"{host}/api/send",
-                data=json.dumps(payload).encode("utf-8"),
-                headers={
-                    "Content-Type": "application/json",
-                    # Umami's bot detection rejects non-browser User-Agents
-                    "User-Agent": "Mozilla/5.0 (compatible; BasicMemoryCLI/"
-                    f"{basic_memory.__version__})",
-                },
-            )
-            urllib.request.urlopen(req, timeout=3)
-        except Exception:
-            pass  # Never break the CLI for analytics
-
-    # Non-daemon so the process waits for the request to complete.
-    # The 3s urllib timeout caps the worst-case exit delay.
-    t = threading.Thread(target=_send)
-    t.start()
@@ -8,9 +8,7 @@ from typing import Optional  # noqa: E402

 import typer  # noqa: E402

-from basic_memory.cli.auto_update import maybe_run_periodic_auto_update  # noqa: E402
 from basic_memory.cli.container import CliContainer, set_container  # noqa: E402
-from basic_memory.cli.promo import maybe_show_cloud_promo, maybe_show_init_line  # noqa: E402
 from basic_memory.config import init_cli_logging  # noqa: E402


@@ -48,36 +46,11 @@ def app_callback(
    container = CliContainer.create()
    set_container(container)

-    # Trigger: first-run init confirmation before command output.
-    # Why: informational "initialized" message belongs above command results, not in the upsell panel.
-    # Outcome: one-time plain line printed before the subcommand runs.
-    maybe_show_init_line(ctx.invoked_subcommand)
-
-    # Trigger: register post-command messaging callbacks.
-    # Why: informational/promo/update output belongs below command results.
-    # Outcome: command output remains primary, with optional follow-up notices afterwards.
-    def _post_command_messages() -> None:
-        maybe_show_cloud_promo(ctx.invoked_subcommand)
-        maybe_run_periodic_auto_update(ctx.invoked_subcommand)
-
-    ctx.call_on_close(_post_command_messages)
-
    # Run initialization for commands that don't use the API
    # Skip for 'mcp' command - it has its own lifespan that handles initialization
    # Skip for API-using commands (status, sync, etc.) - they handle initialization via deps.py
    # Skip for 'reset' command - it manages its own database lifecycle
-    skip_init_commands = {
-        "doctor",
-        "mcp",
-        "status",
-        "sync",
-        "project",
-        "tool",
-        "reset",
-        "reindex",
-        "update",
-        "watch",
-    }
+    skip_init_commands = {"doctor", "mcp", "status", "sync", "project", "tool", "reset"}
    if (
        not version
        and ctx.invoked_subcommand is not None
@@ -1,391 +0,0 @@
-"""Automatic update checks and upgrades for the Basic Memory CLI."""
-
-from __future__ import annotations
-
-import json
-import subprocess
-import sys
-import urllib.error
-import urllib.request
-from dataclasses import dataclass
-from datetime import datetime, timedelta
-from enum import Enum
-
-from loguru import logger
-from packaging.version import InvalidVersion, Version
-from rich.console import Console
-
-import basic_memory
-from basic_memory.config import ConfigManager
-
-PACKAGE_NAME = "basic-memory"
-PYPI_JSON_URL = "https://pypi.org/pypi/basic-memory/json"
-
-PYPI_TIMEOUT_SECONDS = 5
-BREW_OUTDATED_TIMEOUT_SECONDS = 15
-UV_UPGRADE_TIMEOUT_SECONDS = 180
-BREW_UPGRADE_TIMEOUT_SECONDS = 600
-
-
-class InstallSource(str, Enum):
-    """How the running CLI appears to have been installed."""
-
-    HOMEBREW = "homebrew"
-    UV_TOOL = "uv_tool"
-    UVX = "uvx"
-    UNKNOWN = "unknown"
-
-
-class AutoUpdateStatus(str, Enum):
-    """Result classification for update checks and installs."""
-
-    SKIPPED = "skipped"
-    UP_TO_DATE = "up_to_date"
-    UPDATE_AVAILABLE = "update_available"
-    UPDATED = "updated"
-    FAILED = "failed"
-
-
-@dataclass(frozen=True)
-class AutoUpdateResult:
-    """Structured result for update checks/install attempts."""
-
-    status: AutoUpdateStatus
-    source: InstallSource
-    checked: bool
-    update_available: bool
-    updated: bool
-    latest_version: str | None = None
-    message: str | None = None
-    error: str | None = None
-    restart_recommended: bool = False
-
-
-def detect_install_source(executable: str | None = None) -> InstallSource:
-    """Infer installation source from the active interpreter path."""
-    active_executable = executable or sys.executable
-    normalized = active_executable.lower().replace("\\", "/")
-
-    if "cellar/basic-memory" in normalized:
-        return InstallSource.HOMEBREW
-    if "uv/tools/basic-memory" in normalized:
-        return InstallSource.UV_TOOL
-    if "/uv/archive-" in normalized:
-        return InstallSource.UVX
-    return InstallSource.UNKNOWN
-
-
-def _is_interactive_session() -> bool:
-    """Return whether stdin/stdout are interactive terminals."""
-    try:
-        return sys.stdin.isatty() and sys.stdout.isatty()
-    except ValueError:
-        # Trigger: stdin/stdout may be closed during transport teardown.
-        # Why: isatty() raises ValueError on closed descriptors.
-        # Outcome: treat as non-interactive and suppress periodic output.
-        return False
-
-
-def _run_subprocess(
-    command: list[str],
-    *,
-    timeout_seconds: int,
-    silent: bool,
-    capture_output: bool,
-) -> subprocess.CompletedProcess[str]:
-    """Run a subprocess with explicit stdio behavior for protocol safety."""
-    # Trigger: silent operation (MCP/background) with no need for subprocess output.
-    # Why: prevent protocol/terminal pollution from child process output.
-    # Outcome: stdout/stderr are discarded unless explicit capture is requested.
-    use_devnull = silent and not capture_output
-    stdout_target = subprocess.DEVNULL if use_devnull else subprocess.PIPE
-    stderr_target = subprocess.DEVNULL if use_devnull else subprocess.PIPE
-
-    return subprocess.run(
-        command,
-        stdin=subprocess.DEVNULL,
-        stdout=stdout_target,
-        stderr=stderr_target,
-        text=True,
-        timeout=timeout_seconds,
-        check=False,
-    )
-
-
-def _version_from_pypi() -> str:
-    """Fetch the latest published package version from PyPI."""
-    request = urllib.request.Request(
-        PYPI_JSON_URL,
-        headers={"User-Agent": f"basic-memory-cli/{basic_memory.__version__}"},
-    )
-    with urllib.request.urlopen(request, timeout=PYPI_TIMEOUT_SECONDS) as response:
-        payload = json.loads(response.read().decode("utf-8"))
-    latest = payload.get("info", {}).get("version")
-    if not latest:
-        raise RuntimeError("PyPI JSON response did not include info.version")
-    return str(latest)
-
-
-def _check_homebrew_update_available(silent: bool) -> tuple[bool, str | None]:
-    """Check whether Homebrew reports an outdated basic-memory formula."""
-    result = _run_subprocess(
-        ["brew", "outdated", "--quiet", PACKAGE_NAME],
-        timeout_seconds=BREW_OUTDATED_TIMEOUT_SECONDS,
-        silent=silent,
-        capture_output=True,
-    )
-    if result.returncode != 0:
-        stderr = (result.stderr or "").strip()
-        stdout = (result.stdout or "").strip()
-        detail = stderr or stdout or "brew outdated failed"
-        raise RuntimeError(detail)
-
-    is_outdated = bool((result.stdout or "").strip())
-    return is_outdated, None
-
-
-def _check_pypi_update_available() -> tuple[bool, str]:
-    """Compare installed package version with PyPI latest version."""
-    latest = _version_from_pypi()
-    try:
-        current_version = Version(basic_memory.__version__)
-        latest_version = Version(latest)
-    except InvalidVersion as exc:
-        raise RuntimeError(
-            f"Could not compare versions (current={basic_memory.__version__}, latest={latest})"
-        ) from exc
-
-    return latest_version > current_version, latest
-
-
-def _manual_update_hint(source: InstallSource) -> str:
-    """Return manager-appropriate manual update instructions."""
-    if source == InstallSource.UV_TOOL:
-        return "Run `uv tool upgrade basic-memory`."
-    if source == InstallSource.HOMEBREW:
-        return "Run `brew upgrade basic-memory`."
-    return (
-        "Automatic install is not supported for this environment. "
-        "Update with your package manager (for pip: `python3 -m pip install -U basic-memory`)."
-    )
-
-
-def _save_last_checked_timestamp(config_manager: ConfigManager, checked_at: datetime) -> None:
-    """Persist the timestamp for the most recent attempted update check."""
-    config = config_manager.load_config()
-    config.auto_update_last_checked_at = checked_at
-    config_manager.save_config(config)
-
-
-def run_auto_update(
-    *,
-    force: bool = False,
-    check_only: bool = False,
-    silent: bool = False,
-    config_manager: ConfigManager | None = None,
-    now: datetime | None = None,
-    executable: str | None = None,
-) -> AutoUpdateResult:
-    """Run update check/install flow and return a structured result."""
-    manager = config_manager or ConfigManager()
-    config = manager.load_config()
-    source = detect_install_source(executable)
-    checked_at = now or datetime.now()
-
-    if source == InstallSource.UVX:
-        return AutoUpdateResult(
-            status=AutoUpdateStatus.SKIPPED,
-            source=source,
-            checked=False,
-            update_available=False,
-            updated=False,
-            message="uvx runtime detected; updates are managed by uvx cache resolution.",
-        )
-
-    if not force and not config.auto_update:
-        return AutoUpdateResult(
-            status=AutoUpdateStatus.SKIPPED,
-            source=source,
-            checked=False,
-            update_available=False,
-            updated=False,
-            message="Auto-update is disabled in config.",
-        )
-
-    if not force and config.auto_update_last_checked_at is not None:
-        try:
-            elapsed = checked_at - config.auto_update_last_checked_at
-        except TypeError:
-            # Trigger: mixed naive/aware datetimes from manual config edits.
-            # Why: datetime subtraction fails for mixed tz-awareness.
-            # Outcome: ignore the gate once and continue with a forced check path.
-            logger.warning("Auto-update interval gate skipped due to incompatible timestamp format")
-        else:
-            if elapsed < timedelta(seconds=config.update_check_interval):
-                return AutoUpdateResult(
-                    status=AutoUpdateStatus.SKIPPED,
-                    source=source,
-                    checked=False,
-                    update_available=False,
-                    updated=False,
-                    message="Update check interval has not elapsed.",
-                )
-
-    try:
-        # --- Availability check ---
-        latest_version: str | None = None
-        if source == InstallSource.HOMEBREW:
-            update_available, latest_version = _check_homebrew_update_available(silent=silent)
-        else:
-            update_available, latest_version = _check_pypi_update_available()
-
-        if not update_available:
-            return AutoUpdateResult(
-                status=AutoUpdateStatus.UP_TO_DATE,
-                source=source,
-                checked=True,
-                update_available=False,
-                updated=False,
-                latest_version=latest_version,
-                message=f"Basic Memory is up to date ({basic_memory.__version__}).",
-            )
-
-        if check_only:
-            return AutoUpdateResult(
-                status=AutoUpdateStatus.UPDATE_AVAILABLE,
-                source=source,
-                checked=True,
-                update_available=True,
-                updated=False,
-                latest_version=latest_version,
-                message=(
-                    f"Update available (latest: {latest_version or 'unknown'}). "
-                    f"{_manual_update_hint(source)}"
-                ),
-            )
-
-        if source == InstallSource.UNKNOWN:
-            return AutoUpdateResult(
-                status=AutoUpdateStatus.UPDATE_AVAILABLE,
-                source=source,
-                checked=True,
-                update_available=True,
-                updated=False,
-                latest_version=latest_version,
-                message=(
-                    f"Update available (latest: {latest_version or 'unknown'}). "
-                    f"{_manual_update_hint(source)}"
-                ),
-            )
-
-        # --- Automatic install ---
-        command = (
-            ["uv", "tool", "upgrade", PACKAGE_NAME]
-            if source == InstallSource.UV_TOOL
-            else ["brew", "upgrade", PACKAGE_NAME]
-        )
-        timeout = (
-            UV_UPGRADE_TIMEOUT_SECONDS
-            if source == InstallSource.UV_TOOL
-            else BREW_UPGRADE_TIMEOUT_SECONDS
-        )
-
-        install_result = _run_subprocess(
-            command,
-            timeout_seconds=timeout,
-            silent=silent,
-            capture_output=not silent,
-        )
-        if install_result.returncode != 0:
-            stderr = (install_result.stderr or "").strip() if install_result.stderr else ""
-            stdout = (install_result.stdout or "").strip() if install_result.stdout else ""
-            detail = stderr or stdout or "update command failed"
-            return AutoUpdateResult(
-                status=AutoUpdateStatus.FAILED,
-                source=source,
-                checked=True,
-                update_available=True,
-                updated=False,
-                latest_version=latest_version,
-                message="Automatic update failed.",
-                error=detail,
-            )
-
-        return AutoUpdateResult(
-            status=AutoUpdateStatus.UPDATED,
-            source=source,
-            checked=True,
-            update_available=True,
-            updated=True,
-            latest_version=latest_version,
-            message=(
-                "Basic Memory was updated successfully. "
-                "Restart running sessions to use the new version."
-            ),
-            restart_recommended=True,
-        )
-
-    except (
-        RuntimeError,
-        urllib.error.URLError,
-        ValueError,
-        TimeoutError,
-        subprocess.SubprocessError,
-        OSError,
-    ) as exc:
-        logger.warning(f"Auto-update check failed: {exc}")
-        return AutoUpdateResult(
-            status=AutoUpdateStatus.FAILED,
-            source=source,
-            checked=True,
-            update_available=False,
-            updated=False,
-            message="Automatic update check failed.",
-            error=str(exc),
-        )
-    finally:
-        # Trigger: we attempted a check path (including failures).
-        # Why: repeated failing checks on every command create noise and unnecessary network load.
-        # Outcome: next periodic check is gated by update_check_interval.
-        try:
-            _save_last_checked_timestamp(manager, checked_at)
-        except Exception as exc:  # pragma: no cover
-            logger.warning(f"Failed to persist auto-update timestamp: {exc}")
-
-
-def maybe_run_periodic_auto_update(
-    invoked_subcommand: str | None,
-    *,
-    config_manager: ConfigManager | None = None,
-    is_interactive: bool | None = None,
-    console: Console | None = None,
-) -> AutoUpdateResult | None:
-    """Run a periodic auto-update check for interactive CLI sessions."""
-    interactive = _is_interactive_session() if is_interactive is None else is_interactive
-    if not interactive:
-        return None
-    if invoked_subcommand in {None, "mcp", "update"}:
-        return None
-
-    result = run_auto_update(
-        force=False,
-        check_only=False,
-        silent=False,
-        config_manager=config_manager,
-    )
-
-    if result.status in {
-        AutoUpdateStatus.UPDATE_AVAILABLE,
-        AutoUpdateStatus.UPDATED,
-        AutoUpdateStatus.FAILED,
-    }:
-        out = console or Console()
-        if result.status == AutoUpdateStatus.UPDATED:
-            out.print(f"[green]{result.message}[/green]")
-        elif result.status == AutoUpdateStatus.FAILED:
-            error_detail = f" {result.error}" if result.error else ""
-            out.print(f"[yellow]{result.message}{error_detail}[/yellow]")
-        elif result.message:
-            out.print(f"[cyan]{result.message}[/cyan]")
-
-    return result
@@ -1,15 +1,7 @@
 """CLI commands for basic-memory."""

 from . import status, db, doctor, import_memory_json, mcp, import_claude_conversations
-from . import (
-    import_claude_projects,
-    import_chatgpt,
-    tool,
-    project,
-    format,
-    schema,
-    update,
-)
+from . import import_claude_projects, import_chatgpt, tool, project, format

 __all__ = [
    "status",
@@ -23,6 +15,4 @@ __all__ = [
    "tool",
    "project",
    "format",
-    "schema",
-    "update",
 ]
@@ -6,14 +6,11 @@ from basic_memory.cli.app import cloud_app
 from basic_memory.cli.commands.cloud.core_commands import *  # noqa: F401,F403
 from basic_memory.cli.commands.cloud.api_client import get_authenticated_headers, get_cloud_config  # noqa: F401
 from basic_memory.cli.commands.cloud.upload_command import *  # noqa: F401,F403
-from basic_memory.cli.commands.cloud.project_sync import *  # noqa: F401,F403

 # Register snapshot sub-command group
 from basic_memory.cli.commands.cloud.snapshot import snapshot_app
-from basic_memory.cli.commands.cloud.workspace import workspace_app

 cloud_app.add_typer(snapshot_app, name="snapshot")
-cloud_app.add_typer(workspace_app, name="workspace")

 # Register restore command (directly on cloud_app via decorator)
 from basic_memory.cli.commands.cloud.restore import restore  # noqa: F401, E402
@@ -52,7 +52,7 @@ async def get_authenticated_headers(auth: CLIAuth | None = None) -> dict[str, st
    auth_obj = auth or CLIAuth(client_id=client_id, authkit_domain=domain)
    token = await auth_obj.get_valid_token()
    if not token:
-        console.print("[red]Not authenticated. Please run 'bm cloud login' first.[/red]")
+        console.print("[red]Not authenticated. Please run 'basic-memory cloud login' first.[/red]")
        raise typer.Exit(1)

    return {"Authorization": f"Bearer {token}"}
@@ -6,14 +6,6 @@ from rich.console import Console
 from basic_memory.cli.app import cloud_app
 from basic_memory.cli.commands.command_utils import run_with_cleanup
 from basic_memory.cli.auth import CLIAuth
-from basic_memory.cli.analytics import (
-    track,
-    EVENT_CLOUD_LOGIN_STARTED,
-    EVENT_CLOUD_LOGIN_SUCCESS,
-    EVENT_CLOUD_LOGIN_SUB_REQUIRED,
-    EVENT_PROMO_OPTED_OUT,
-)
-from basic_memory.cli.promo import OSS_DISCOUNT_CODE
 from basic_memory.config import ConfigManager
 from basic_memory.cli.commands.cloud.api_client import (
    CloudAPIError,
@@ -37,10 +29,9 @@ console = Console()

@cloud_app.command()
 def login():
-    """Authenticate with WorkOS using OAuth Device Authorization flow."""
+    """Authenticate with WorkOS using OAuth Device Authorization flow and enable cloud mode."""

    async def _login():
-        track(EVENT_CLOUD_LOGIN_STARTED)
        client_id, domain, host_url = get_cloud_config()
        auth = CLIAuth(client_id=client_id, authkit_domain=domain)

@@ -54,17 +45,18 @@ def login():
            console.print("[dim]Verifying subscription access...[/dim]")
            await make_api_request("GET", f"{host_url.rstrip('/')}/proxy/health")

-            track(EVENT_CLOUD_LOGIN_SUCCESS)
-            console.print("[green]Cloud authentication successful[/green]")
-            console.print(f"[dim]Cloud host ready: {host_url}[/dim]")
+            # Enable cloud mode after successful login and subscription validation
+            config_manager = ConfigManager()
+            config = config_manager.load_config()
+            config.cloud_mode = True
+            config_manager.save_config(config)
+
+            console.print("[green]Cloud mode enabled[/green]")
+            console.print(f"[dim]All CLI commands now work against {host_url}[/dim]")

        except SubscriptionRequiredError as e:
-            track(EVENT_CLOUD_LOGIN_SUB_REQUIRED)
            console.print("\n[red]Subscription Required[/red]\n")
            console.print(f"[yellow]{e.args[0]}[/yellow]\n")
-            console.print(
-                f"OSS discount code: [bold]{OSS_DISCOUNT_CODE}[/bold] (20% off for 3 months)\n"
-            )
            console.print(f"Subscribe at: [blue underline]{e.subscribe_url}[/blue underline]\n")
            console.print(
                "[dim]Once you have an active subscription, run [bold]bm cloud login[/bold] again.[/dim]"
@@ -76,56 +68,71 @@ def login():

@cloud_app.command()
 def logout():
-    """Remove stored OAuth tokens."""
-    config = ConfigManager().config
-    auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
-    auth.logout()
-    console.print("[dim]API key (if configured) remains available for cloud project routing.[/dim]")
+    """Disable cloud mode and return to local mode."""
+
+    # Disable cloud mode
+    config_manager = ConfigManager()
+    config = config_manager.load_config()
+    config.cloud_mode = False
+    config_manager.save_config(config)
+
+    console.print("[green]Cloud mode disabled[/green]")
+    console.print("[dim]All CLI commands now work locally[/dim]")


@cloud_app.command("status")
 def status() -> None:
-    """Check cloud authentication and connection status."""
+    """Check cloud mode status and cloud instance health."""
+    # Check cloud mode
    config_manager = ConfigManager()
    config = config_manager.load_config()
-    auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
-    tokens = auth.load_tokens()

-    console.print("[bold blue]Cloud Status[/bold blue]")
-    console.print(f"  Host: {config.cloud_host}")
-    console.print(
-        f"  API Key: {'[green]configured[/green]' if config.cloud_api_key else '[yellow]not set[/yellow]'}"
-    )
-
-    oauth_status = "[yellow]not logged in[/yellow]"
-    if tokens:
-        if auth.is_token_valid(tokens):
-            oauth_status = "[green]token valid[/green]"
-        else:
-            oauth_status = "[yellow]token expired[/yellow]"
-    console.print(f"  OAuth: {oauth_status}")
-
-    has_credentials = bool(config.cloud_api_key) or tokens is not None
-    if not has_credentials:
-        console.print(
-            "\n[dim]No cloud credentials found. Run: bm cloud login or bm cloud api-key save <key>[/dim]"
-        )
+    console.print("[bold blue]Cloud Mode Status[/bold blue]")
+    if config.cloud_mode:
+        console.print("  Mode: [green]Cloud (enabled)[/green]")
+        console.print(f"  Host: {config.cloud_host}")
+        console.print("  [dim]All CLI commands work against cloud[/dim]")
+    else:
+        console.print("  Mode: [yellow]Local (disabled)[/yellow]")
+        console.print("  [dim]All CLI commands work locally[/dim]")
+        console.print("\n[dim]To enable cloud mode, run: bm cloud login[/dim]")
        return

-    # Quick connection check — just verify we can reach the cloud
+    # Get cloud configuration
    _, _, host_url = get_cloud_config()
    host_url = host_url.rstrip("/")

+    # Prepare headers
+    headers = {}
+
    try:
-        run_with_cleanup(make_api_request(method="GET", url=f"{host_url}/proxy/health"))
-        console.print("\n[green]Cloud connected[/green]")
-    except CloudAPIError:
-        console.print("\n[yellow]Cloud not connected[/yellow]")
-        console.print(
-            "[dim]Try re-authenticating with 'bm cloud login' or 'bm cloud api-key save'.[/dim]"
+        console.print("\n[blue]Checking cloud instance health...[/blue]")
+
+        # Make API request to check health
+        response = run_with_cleanup(
+            make_api_request(method="GET", url=f"{host_url}/proxy/health", headers=headers)
        )
-    except Exception:
-        console.print("\n[yellow]Cloud not connected[/yellow]")
+
+        health_data = response.json()
+
+        console.print("[green]Cloud instance is healthy[/green]")
+
+        # Display status details
+        if "status" in health_data:
+            console.print(f"  Status: {health_data['status']}")
+        if "version" in health_data:
+            console.print(f"  Version: {health_data['version']}")
+        if "timestamp" in health_data:
+            console.print(f"  Timestamp: {health_data['timestamp']}")
+
+        console.print("\n[dim]To sync projects, use: bm project bisync --name <project>[/dim]")
+
+    except CloudAPIError as e:
+        console.print(f"[red]Error checking cloud health: {e}[/red]")
+        raise typer.Exit(1)
+    except Exception as e:
+        console.print(f"[red]Unexpected error: {e}[/red]")
+        raise typer.Exit(1)


@cloud_app.command("setup")
@@ -133,7 +140,7 @@ def setup() -> None:
    """Set up cloud sync by installing rclone and configuring credentials.

    After setup, use project commands for syncing:
-      bm project add <name> --cloud --local-path ~/projects/<name>
+      bm project add <name> <path> --local-path ~/projects/<name>
      bm project bisync --name <name> --resync  # First time
      bm project bisync --name <name>            # Subsequent syncs
    """
@@ -165,7 +172,7 @@ def setup() -> None:
        console.print("\n[bold green]Cloud setup completed successfully![/bold green]")
        console.print("\n[bold]Next steps:[/bold]")
        console.print("1. Add a project with local sync path:")
-        console.print("   bm project add research --cloud --local-path ~/Documents/research")
+        console.print("   bm project add research --local-path ~/Documents/research")
        console.print("\n   Or configure sync for an existing project:")
        console.print("   bm project sync-setup research ~/Documents/research")
        console.print("\n2. Preview the initial sync (recommended):")
@@ -184,98 +191,3 @@ def setup() -> None:
    except Exception as e:
        console.print(f"\n[red]Unexpected error during setup: {e}[/red]")
        raise typer.Exit(1)
-
-
-@cloud_app.command("promo")
-def promo(enabled: bool = typer.Option(True, "--on/--off", help="Enable or disable CLI promos.")):
-    """Enable or disable CLI cloud promo messages."""
-    config_manager = ConfigManager()
-    config = config_manager.load_config()
-    config.cloud_promo_opt_out = not enabled
-    config_manager.save_config(config)
-
-    if enabled:
-        console.print("[green]Cloud promo messages enabled[/green]")
-    else:
-        track(EVENT_PROMO_OPTED_OUT)
-        console.print("[yellow]Cloud promo messages disabled[/yellow]")
-
-
-# --- API key management subcommand group ---
-
-api_key_app = typer.Typer(help="Manage cloud API keys")
-cloud_app.add_typer(api_key_app, name="api-key")
-
-
-@api_key_app.command("save")
-def api_key_save(
-    api_key: str = typer.Argument(..., help="API key (bmc_ prefixed) for cloud access"),
-) -> None:
-    """Save an existing API key to local config.
-
-    Use when you already have an API key (e.g., from the web app).
-
-    Example:
-      bm cloud api-key save bmc_abc123...
-    """
-    if not api_key.startswith("bmc_"):
-        console.print("[red]Error: API key must start with 'bmc_'[/red]")
-        raise typer.Exit(1)
-
-    config_manager = ConfigManager()
-    config = config_manager.load_config()
-    config.cloud_api_key = api_key
-    config_manager.save_config(config)
-
-    console.print("[green]API key saved[/green]")
-    console.print("[dim]Projects set to cloud mode will use this key for authentication[/dim]")
-    console.print("[dim]Set a project to cloud mode: bm project set-cloud <name>[/dim]")
-
-
-@api_key_app.command("create")
-def api_key_create(
-    name: str = typer.Argument(..., help="Human-readable name for the API key"),
-) -> None:
-    """Create a new API key via the cloud API and save it locally.
-
-    Requires active OAuth session (run 'bm cloud login' first).
-
-    Example:
-      bm cloud api-key create "my-laptop"
-    """
-
-    async def _create_key():
-        _, _, host_url = get_cloud_config()
-        host_url = host_url.rstrip("/")
-
-        console.print(f"[dim]Creating API key '{name}'...[/dim]")
-        response = await make_api_request(
-            method="POST",
-            url=f"{host_url}/api/keys",
-            json_data={"name": name},
-        )
-
-        key_data = response.json()
-        api_key = key_data.get("key")
-        if not api_key:
-            console.print("[red]Error: No key returned from API[/red]")
-            raise typer.Exit(1)
-
-        # Save to config
-        config_manager = ConfigManager()
-        config = config_manager.load_config()
-        config.cloud_api_key = api_key
-        config_manager.save_config(config)
-
-        console.print(f"[green]API key '{name}' created and saved[/green]")
-        console.print("[dim]Projects set to cloud mode will use this key for authentication[/dim]")
-        console.print("[dim]Set a project to cloud mode: bm project set-cloud <name>[/dim]")
-
-    try:
-        run_with_cleanup(_create_key())
-    except CloudAPIError as e:
-        console.print(f"[red]Error creating API key: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        console.print(f"[red]Unexpected error: {e}[/red]")
-        raise typer.Exit(1)
@@ -1,372 +0,0 @@
-"""Cloud sync commands for Basic Memory projects.
-
-Commands for syncing, bisyncing, and checking integrity between local and cloud
-project instances. These were previously in project.py but belong here since
-they are cloud-specific operations.
-"""
-
-import os
-from datetime import datetime
-
-import typer
-from rich.console import Console
-
-from basic_memory.cli.app import cloud_app
-from basic_memory.cli.commands.cloud.bisync_commands import get_mount_info
-from basic_memory.cli.commands.cloud.rclone_commands import (
-    RcloneError,
-    SyncProject,
-    get_project_bisync_state,
-    project_bisync,
-    project_check,
-    project_sync,
-)
-from basic_memory.cli.commands.command_utils import run_with_cleanup
-from basic_memory.cli.commands.routing import force_routing
-from basic_memory.config import ConfigManager, ProjectEntry
-from basic_memory.mcp.async_client import get_client
-from basic_memory.mcp.clients import ProjectClient
-from basic_memory.schemas.project_info import ProjectItem
-from basic_memory.utils import generate_permalink, normalize_project_path
-
-console = Console()
-
-
-# --- Shared helpers ---
-
-
-def _has_cloud_credentials(config) -> bool:
-    """Return whether cloud credentials are available (API key or OAuth token)."""
-    from basic_memory.config import has_cloud_credentials
-
-    return has_cloud_credentials(config)
-
-
-def _require_cloud_credentials(config) -> None:
-    """Exit with actionable guidance when cloud credentials are missing."""
-    if _has_cloud_credentials(config):
-        return
-
-    console.print("[red]Error: cloud credentials are required for this command[/red]")
-    console.print("[dim]Run 'bm cloud login' or 'bm cloud api-key save <key>' first[/dim]")
-    raise typer.Exit(1)
-
-
-async def _get_cloud_project(name: str) -> ProjectItem | None:
-    """Fetch a project by name from the cloud API."""
-    async with get_client() as client:
-        projects_list = await ProjectClient(client).list_projects()
-        for proj in projects_list.projects:
-            if generate_permalink(proj.name) == generate_permalink(name):
-                return proj
-        return None
-
-
-def _get_sync_project(
-    name: str, config, project_data: ProjectItem
-) -> tuple[SyncProject, str | None]:
-    """Build a SyncProject and resolve local_sync_path from config.
-
-    Returns (sync_project, local_sync_path). Exits if no local_sync_path configured.
-    """
-    sync_entry = config.projects.get(name)
-    # Support both new (path) and legacy (local_sync_path) configs
-    local_sync_path = (sync_entry.local_sync_path or sync_entry.path) if sync_entry else None
-
-    if not local_sync_path or not os.path.isabs(local_sync_path):
-        console.print(f"[red]Error: Project '{name}' has no local sync path configured[/red]")
-        console.print(f"\nConfigure sync with: bm cloud sync-setup {name} ~/path/to/local")
-        raise typer.Exit(1)
-
-    sync_project = SyncProject(
-        name=project_data.name,
-        path=normalize_project_path(project_data.path),
-        local_sync_path=local_sync_path,
-    )
-    return sync_project, local_sync_path
-
-
-# --- Commands ---
-
-
-@cloud_app.command("sync")
-def sync_project_command(
-    name: str = typer.Option(..., "--name", help="Project name to sync"),
-    dry_run: bool = typer.Option(False, "--dry-run", help="Preview changes without syncing"),
-    verbose: bool = typer.Option(False, "--verbose", "-v", help="Show detailed output"),
-) -> None:
-    """One-way sync: local -> cloud (make cloud identical to local).
-
-    Example:
-      bm cloud sync --name research
-      bm cloud sync --name research --dry-run
-    """
-    config = ConfigManager().config
-    _require_cloud_credentials(config)
-
-    try:
-        # Get tenant info for bucket name
-        tenant_info = run_with_cleanup(get_mount_info())
-        bucket_name = tenant_info.bucket_name
-
-        # Get project info
-        with force_routing(cloud=True):
-            project_data = run_with_cleanup(_get_cloud_project(name))
-        if not project_data:
-            console.print(f"[red]Error: Project '{name}' not found[/red]")
-            raise typer.Exit(1)
-
-        sync_project, local_sync_path = _get_sync_project(name, config, project_data)
-
-        # Run sync
-        console.print(f"[blue]Syncing {name} (local -> cloud)...[/blue]")
-        success = project_sync(sync_project, bucket_name, dry_run=dry_run, verbose=verbose)
-
-        if success:
-            console.print(f"[green]{name} synced successfully[/green]")
-
-            # Trigger database sync if not a dry run
-            if not dry_run:
-
-                async def _trigger_db_sync():
-                    async with get_client() as client:
-                        return await ProjectClient(client).sync(
-                            project_data.external_id, force_full=True
-                        )
-
-                try:
-                    with force_routing(cloud=True):
-                        result = run_with_cleanup(_trigger_db_sync())
-                    console.print(f"[dim]Database sync initiated: {result.get('message')}[/dim]")
-                except Exception as e:
-                    console.print(f"[yellow]Warning: Could not trigger database sync: {e}[/yellow]")
-        else:
-            console.print(f"[red]{name} sync failed[/red]")
-            raise typer.Exit(1)
-
-    except RcloneError as e:
-        console.print(f"[red]Sync error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-
-
-@cloud_app.command("bisync")
-def bisync_project_command(
-    name: str = typer.Option(..., "--name", help="Project name to bisync"),
-    dry_run: bool = typer.Option(False, "--dry-run", help="Preview changes without syncing"),
-    resync: bool = typer.Option(False, "--resync", help="Force new baseline"),
-    verbose: bool = typer.Option(False, "--verbose", "-v", help="Show detailed output"),
-) -> None:
-    """Two-way sync: local <-> cloud (bidirectional sync).
-
-    Examples:
-      bm cloud bisync --name research --resync  # First time
-      bm cloud bisync --name research           # Subsequent syncs
-      bm cloud bisync --name research --dry-run # Preview changes
-    """
-    config = ConfigManager().config
-    _require_cloud_credentials(config)
-
-    try:
-        # Get tenant info for bucket name
-        tenant_info = run_with_cleanup(get_mount_info())
-        bucket_name = tenant_info.bucket_name
-
-        # Get project info
-        with force_routing(cloud=True):
-            project_data = run_with_cleanup(_get_cloud_project(name))
-        if not project_data:
-            console.print(f"[red]Error: Project '{name}' not found[/red]")
-            raise typer.Exit(1)
-
-        sync_project, local_sync_path = _get_sync_project(name, config, project_data)
-
-        # Run bisync
-        console.print(f"[blue]Bisync {name} (local <-> cloud)...[/blue]")
-        success = project_bisync(
-            sync_project, bucket_name, dry_run=dry_run, resync=resync, verbose=verbose
-        )
-
-        if success:
-            console.print(f"[green]{name} bisync completed successfully[/green]")
-
-            # Update config — sync_entry is guaranteed non-None because
-            # _get_sync_project validated local_sync_path (which comes from sync_entry)
-            sync_entry = config.projects.get(name)
-            assert sync_entry is not None
-            sync_entry.last_sync = datetime.now()
-            sync_entry.bisync_initialized = True
-            ConfigManager().save_config(config)
-
-            # Trigger database sync if not a dry run
-            if not dry_run:
-
-                async def _trigger_db_sync():
-                    async with get_client() as client:
-                        return await ProjectClient(client).sync(
-                            project_data.external_id, force_full=True
-                        )
-
-                try:
-                    with force_routing(cloud=True):
-                        result = run_with_cleanup(_trigger_db_sync())
-                    console.print(f"[dim]Database sync initiated: {result.get('message')}[/dim]")
-                except Exception as e:
-                    console.print(f"[yellow]Warning: Could not trigger database sync: {e}[/yellow]")
-        else:
-            console.print(f"[red]{name} bisync failed[/red]")
-            raise typer.Exit(1)
-
-    except RcloneError as e:
-        console.print(f"[red]Bisync error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-
-
-@cloud_app.command("check")
-def check_project_command(
-    name: str = typer.Option(..., "--name", help="Project name to check"),
-    one_way: bool = typer.Option(False, "--one-way", help="Check one direction only (faster)"),
-) -> None:
-    """Verify file integrity between local and cloud.
-
-    Example:
-      bm cloud check --name research
-    """
-    config = ConfigManager().config
-    _require_cloud_credentials(config)
-
-    try:
-        # Get tenant info for bucket name
-        tenant_info = run_with_cleanup(get_mount_info())
-        bucket_name = tenant_info.bucket_name
-
-        # Get project info
-        with force_routing(cloud=True):
-            project_data = run_with_cleanup(_get_cloud_project(name))
-        if not project_data:
-            console.print(f"[red]Error: Project '{name}' not found[/red]")
-            raise typer.Exit(1)
-
-        sync_project, local_sync_path = _get_sync_project(name, config, project_data)
-
-        # Run check
-        console.print(f"[blue]Checking {name} integrity...[/blue]")
-        match = project_check(sync_project, bucket_name, one_way=one_way)
-
-        if match:
-            console.print(f"[green]{name} files match[/green]")
-        else:
-            console.print(f"[yellow]!{name} has differences[/yellow]")
-
-    except RcloneError as e:
-        console.print(f"[red]Check error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-
-
-@cloud_app.command("bisync-reset")
-def bisync_reset(
-    name: str = typer.Argument(..., help="Project name to reset bisync state for"),
-) -> None:
-    """Clear bisync state for a project.
-
-    This removes the bisync metadata files, forcing a fresh --resync on next bisync.
-    Useful when bisync gets into an inconsistent state or when remote path changes.
-    """
-    import shutil
-
-    try:
-        state_path = get_project_bisync_state(name)
-
-        if not state_path.exists():
-            console.print(f"[yellow]No bisync state found for project '{name}'[/yellow]")
-            return
-
-        # Remove the entire state directory
-        shutil.rmtree(state_path)
-        console.print(f"[green]Cleared bisync state for project '{name}'[/green]")
-        console.print("\nNext steps:")
-        console.print(f"  1. Preview: bm cloud bisync --name {name} --resync --dry-run")
-        console.print(f"  2. Sync: bm cloud bisync --name {name} --resync")
-
-    except Exception as e:
-        console.print(f"[red]Error clearing bisync state: {str(e)}[/red]")
-        raise typer.Exit(1)
-
-
-@cloud_app.command("sync-setup")
-def setup_project_sync(
-    name: str = typer.Argument(..., help="Project name"),
-    local_path: str = typer.Argument(..., help="Local sync directory"),
-) -> None:
-    """Configure local sync for an existing cloud project.
-
-    Example:
-      bm cloud sync-setup research ~/Documents/research
-    """
-    import os
-    from pathlib import Path
-
-    config_manager = ConfigManager()
-    config = config_manager.config
-    _require_cloud_credentials(config)
-
-    async def _verify_project_exists():
-        """Verify the project exists on cloud by listing all projects."""
-        async with get_client() as client:
-            projects_list = await ProjectClient(client).list_projects()
-            project_names = [p.name for p in projects_list.projects]
-            if name not in project_names:
-                raise ValueError(f"Project '{name}' not found on cloud")
-            return True
-
-    try:
-        # Verify project exists on cloud
-        with force_routing(cloud=True):
-            run_with_cleanup(_verify_project_exists())
-
-        # Resolve and create local path
-        resolved_path = Path(os.path.abspath(os.path.expanduser(local_path)))
-        resolved_path.mkdir(parents=True, exist_ok=True)
-
-        # Update project entry with sync path — path is always the local directory
-        entry = config.projects.get(name)
-        if entry:
-            entry.path = resolved_path.as_posix()
-            entry.local_sync_path = resolved_path.as_posix()
-            entry.bisync_initialized = False
-            entry.last_sync = None
-        else:
-            config.projects[name] = ProjectEntry(
-                path=resolved_path.as_posix(),
-                local_sync_path=resolved_path.as_posix(),
-            )
-        config_manager.save_config(config)
-
-        # Create the project in the local DB so the MCP server can immediately use it
-        async def _create_local_project():
-            async with get_client() as client:
-                data = {"name": name, "path": resolved_path.as_posix(), "set_default": False}
-                return await ProjectClient(client).create_project(data)
-
-        with force_routing(local=True):
-            try:
-                run_with_cleanup(_create_local_project())
-            except Exception:
-                pass  # Project may already exist locally; reconcile on next startup
-
-        console.print(f"[green]Sync configured for project '{name}'[/green]")
-        console.print(f"\nLocal sync path: {resolved_path}")
-        console.print("\nNext steps:")
-        console.print(f"  1. Preview: bm cloud bisync --name {name} --resync --dry-run")
-        console.print(f"  2. Sync: bm cloud bisync --name {name} --resync")
-    except Exception as e:
-        console.print(f"[red]Error configuring sync: {str(e)}[/red]")
-        raise typer.Exit(1)
@@ -28,13 +28,11 @@ console = Console()
 MIN_RCLONE_VERSION_EMPTY_DIRS = (1, 64, 0)

 # Tigris edge caching returns stale data for users outside the origin region (iad).
-# --header is rclone's global flag that applies to ALL HTTP transactions (list, download,
-# upload). This is critical because bisync starts with S3 ListObjectsV2, which is neither
-# a download nor upload — so --header-download/--header-upload would miss list requests.
+# These headers bypass edge cache and force reads/writes against the origin.
 # See: https://www.tigrisdata.com/docs/objects/consistency/
 TIGRIS_CONSISTENCY_HEADERS = [
-    "--header",
-    "X-Tigris-Consistent: true",
+    "--header-download", "X-Tigris-Consistent: true",
+    "--header-upload", "X-Tigris-Consistent: true",
 ]


@@ -223,9 +221,6 @@ def project_sync(
        *TIGRIS_CONSISTENCY_HEADERS,
        "--filter-from",
        str(filter_path),
-        # Prevent NUL byte padding on virtual filesystems (e.g. Google Drive File Stream)
-        # See: rclone/rclone#6801
-        "--local-no-preallocate",
    ]

    if verbose:
@@ -302,9 +297,6 @@ def project_bisync(
        str(filter_path),
        "--workdir",
        str(state_path),
-        # Prevent NUL byte padding on virtual filesystems (e.g. Google Drive File Stream)
-        # See: rclone/rclone#6801
-        "--local-no-preallocate",
    ]

    # Add --create-empty-src-dirs if rclone version supports it (v1.64+)
@@ -10,6 +10,7 @@ import httpx

 from basic_memory.ignore_utils import load_gitignore_patterns, should_ignore_path
 from basic_memory.mcp.async_client import get_client
+from basic_memory.mcp.tools.utils import call_put

 # Archive file extensions that should be skipped during upload
 ARCHIVE_EXTENSIONS = {".zip", ".tar", ".gz", ".bz2", ".xz", ".7z", ".rar", ".tgz", ".tbz2"}
@@ -23,7 +24,7 @@ async def upload_path(
    dry_run: bool = False,
    *,
    client_cm_factory: Callable[[], AbstractAsyncContextManager[httpx.AsyncClient]] | None = None,
-    put_func: Callable | None = None,
+    put_func=call_put,
 ) -> bool:
    """
    Upload a file or directory to cloud project via WebDAV.
@@ -116,20 +117,9 @@ async def upload_path(

                    # Upload via HTTP PUT to WebDAV endpoint with mtime header
                    # Using X-OC-Mtime (ownCloud/Nextcloud standard)
-                    if put_func is not None:
-                        # Test injection path
-                        response = await put_func(
-                            client,
-                            remote_path,
-                            content=content,
-                            headers={"X-OC-Mtime": str(mtime)},
-                        )
-                    else:
-                        response = await client.put(
-                            remote_path,
-                            content=content,
-                            headers={"X-OC-Mtime": str(mtime)},
-                        )
+                    response = await put_func(
+                        client, remote_path, content=content, headers={"X-OC-Mtime": str(mtime)}
+                    )
                    response.raise_for_status()

        # Format total size based on magnitude
@@ -13,7 +13,6 @@ from basic_memory.cli.commands.cloud.cloud_utils import (
    sync_project,
 )
 from basic_memory.cli.commands.cloud.upload import upload_path
-from basic_memory.mcp.async_client import get_cloud_control_plane_client

 console = Console()

@@ -87,7 +86,7 @@ def upload(
                console.print(
                    f"[red]Project '{project}' does not exist.[/red]\n"
                    f"[yellow]Options:[/yellow]\n"
-                    f"  1. Create it first: bm project add {project} --cloud\n"
+                    f"  1. Create it first: bm project add {project}\n"
                    f"  2. Use --create-project flag to create automatically"
                )
                raise typer.Exit(1)
@@ -101,12 +100,7 @@ def upload(
            console.print(f"[blue]Uploading {path} to project '{project}'...[/blue]")

        success = await upload_path(
-            path,
-            project,
-            verbose=verbose,
-            use_gitignore=not no_gitignore,
-            dry_run=dry_run,
-            client_cm_factory=get_cloud_control_plane_client,
+            path, project, verbose=verbose, use_gitignore=not no_gitignore, dry_run=dry_run
        )
        if not success:
            console.print("[red]Upload failed[/red]")
@@ -1,113 +0,0 @@
-"""Workspace commands for Basic Memory cloud workspaces."""
-
-import typer
-from rich.console import Console
-from rich.table import Table
-
-from basic_memory.cli.commands.command_utils import run_with_cleanup
-from basic_memory.config import ConfigManager
-from basic_memory.mcp.project_context import (
-    _workspace_choices,
-    _workspace_matches_identifier,
-    get_available_workspaces,
-)
-
-console = Console()
-
-workspace_app = typer.Typer(help="Manage cloud workspaces")
-
-
-@workspace_app.command("list")
-def list_workspaces() -> None:
-    """List cloud workspaces available to the current OAuth session."""
-
-    async def _list():
-        return await get_available_workspaces()
-
-    try:
-        workspaces = run_with_cleanup(_list())
-    except RuntimeError as exc:
-        console.print(f"[red]Error: {exc}[/red]")
-        raise typer.Exit(1)
-    except Exception as exc:  # pragma: no cover
-        console.print(f"[red]Error listing workspaces: {exc}[/red]")
-        raise typer.Exit(1)
-
-    if not workspaces:
-        console.print("[yellow]No accessible workspaces found.[/yellow]")
-        return
-
-    config = ConfigManager().config
-    default_ws = config.default_workspace
-
-    table = Table(title="Available Workspaces")
-    table.add_column("Name", style="cyan")
-    table.add_column("Type", style="blue")
-    table.add_column("Role", style="green")
-    table.add_column("Tenant ID", style="yellow")
-    table.add_column("Default", style="magenta")
-
-    for workspace in workspaces:
-        is_default = "[X]" if workspace.tenant_id == default_ws else ""
-        table.add_row(
-            workspace.name,
-            workspace.workspace_type,
-            workspace.role,
-            workspace.tenant_id,
-            is_default,
-        )
-
-    console.print(table)
-
-
-@workspace_app.command("set-default")
-def set_default_workspace(
-    identifier: str = typer.Argument(..., help="Workspace name or tenant_id to set as default"),
-) -> None:
-    """Set the default cloud workspace.
-
-    The default workspace is used as fallback when no per-project workspace
-    is configured. Resolves the identifier against available workspaces.
-
-    Examples:
-      bm cloud workspace set-default Personal
-      bm cloud workspace set-default 11111111-1111-1111-1111-111111111111
-    """
-
-    async def _list():
-        return await get_available_workspaces()
-
-    try:
-        workspaces = run_with_cleanup(_list())
-    except RuntimeError as exc:
-        console.print(f"[red]Error: {exc}[/red]")
-        raise typer.Exit(1)
-
-    if not workspaces:
-        console.print("[yellow]No accessible workspaces found.[/yellow]")
-        raise typer.Exit(1)
-
-    matches = [ws for ws in workspaces if _workspace_matches_identifier(ws, identifier)]
-
-    if not matches:
-        console.print(f"[red]Error: Workspace '{identifier}' not found[/red]")
-        console.print(f"[dim]Available:\n{_workspace_choices(workspaces)}[/dim]")
-        raise typer.Exit(1)
-
-    if len(matches) > 1:
-        console.print(
-            f"[red]Error: Workspace name '{identifier}' matches multiple workspaces. "
-            f"Use tenant_id instead.[/red]"
-        )
-        console.print(f"[dim]Available:\n{_workspace_choices(workspaces)}[/dim]")
-        raise typer.Exit(1)
-
-    selected = matches[0]
-    config_manager = ConfigManager()
-    config = config_manager.config
-    config.default_workspace = selected.tenant_id
-    config_manager.save_config(config)
-
-    console.print(
-        f"[green]Default workspace set to '{selected.name}' ({selected.tenant_id})[/green]"
-    )
@@ -9,10 +9,11 @@ import typer
 from rich.console import Console

 from basic_memory import db
-from basic_memory.config import ConfigManager
 from basic_memory.mcp.async_client import get_client
-from basic_memory.mcp.clients import ProjectClient
+
+from basic_memory.mcp.tools.utils import call_post, call_get
 from basic_memory.mcp.project_context import get_active_project
+from basic_memory.schemas import ProjectInfoResponse

 console = Console()

@@ -54,18 +55,19 @@ async def run_sync(
        run_in_background: If True, return immediately; if False, wait for completion
    """

-    # Resolve default project so get_client() can route per-project
-    project = project or ConfigManager().default_project
-
    try:
-        async with get_client(project_name=project) as client:
+        async with get_client() as client:
            project_item = await get_active_project(client, project, None)
-            project_client = ProjectClient(client)
-            data = await project_client.sync(
-                project_item.external_id,
-                force_full=force_full,
-                run_in_background=run_in_background,
-            )
+            url = f"/v2/projects/{project_item.external_id}/sync"
+            params = []
+            if force_full:
+                params.append("force_full=true")
+            if not run_in_background:
+                params.append("run_in_background=false")
+            if params:
+                url += "?" + "&".join(params)
+            response = await call_post(client, url)
+            data = response.json()
            # Background mode returns {"message": "..."}, foreground returns SyncReportResponse
            if "message" in data:
                console.print(f"[green]{data['message']}[/green]")
@@ -86,24 +88,12 @@ async def run_sync(

 async def get_project_info(project: str):
    """Get project information via API endpoint."""
+
    try:
-        async with get_client(project_name=project) as client:
+        async with get_client() as client:
            project_item = await get_active_project(client, project, None)
-            return await ProjectClient(client).get_info(project_item.external_id)
+            response = await call_get(client, f"/v2/projects/{project_item.external_id}/info")
+            return ProjectInfoResponse.model_validate(response.json())
    except (ToolError, ValueError) as e:
-        error_text = str(e)
-        if "internal proxy error" in error_text.lower() and "not found in configuration" in (
-            error_text.lower()
-        ):
-            console.print(
-                "[red]Project info failed: cloud returned an internal configuration error for "
-                "this project.[/red]"
-            )
-            console.print(
-                "[yellow]This is a cloud backend issue for detailed info lookups. "
-                "Use `bm project list --cloud` for project metadata until the service is updated."
-                "[/yellow]"
-            )
-        else:
-            console.print(f"[red]Project info failed: {e}[/red]")
+        console.print(f"[red]Sync failed: {e}[/red]")
        raise typer.Exit(1)
@@ -5,13 +5,12 @@ from pathlib import Path
 import typer
 from loguru import logger
 from rich.console import Console
-from rich.progress import Progress, SpinnerColumn, TextColumn, BarColumn, TaskProgressColumn
 from sqlalchemy.exc import OperationalError

 from basic_memory import db
 from basic_memory.cli.app import app
 from basic_memory.cli.commands.command_utils import run_with_cleanup
-from basic_memory.config import ConfigManager, ProjectMode
+from basic_memory.config import ConfigManager
 from basic_memory.repository import ProjectRepository
 from basic_memory.services.initialization import reconcile_projects_with_config
 from basic_memory.sync.sync_service import get_sync_service
@@ -104,127 +103,3 @@ def reset(
                # ensures db.shutdown_db() is called even if _reindex_projects changes
                run_with_cleanup(_reindex_projects(app_config))
                console.print("[green]Reindex complete[/green]")
-
-
-@app.command()
-def reindex(
-    embeddings: bool = typer.Option(
-        False, "--embeddings", "-e", help="Rebuild vector embeddings (requires semantic search)"
-    ),
-    search: bool = typer.Option(False, "--search", "-s", help="Rebuild full-text search index"),
-    project: str = typer.Option(
-        None, "--project", "-p", help="Reindex a specific project (default: all)"
-    ),
-):  # pragma: no cover
-    """Rebuild search indexes and/or vector embeddings without dropping the database.
-
-    By default rebuilds everything (search + embeddings if semantic is enabled).
-    Use --search or --embeddings to rebuild only one.
-
-    Examples:
-        bm reindex                  # Rebuild everything
-        bm reindex --embeddings     # Only rebuild vector embeddings
-        bm reindex --search         # Only rebuild FTS index
-        bm reindex -p claw          # Reindex only the 'claw' project
-    """
-    # If neither flag is set, do both
-    if not embeddings and not search:
-        embeddings = True
-        search = True
-
-    config_manager = ConfigManager()
-    app_config = config_manager.config
-
-    if embeddings and not app_config.semantic_search_enabled:
-        console.print(
-            "[yellow]Semantic search is not enabled.[/yellow] "
-            "Set [cyan]semantic_search_enabled: true[/cyan] in config to use embeddings."
-        )
-        embeddings = False
-        if not search:
-            raise typer.Exit(0)
-
-    run_with_cleanup(_reindex(app_config, search=search, embeddings=embeddings, project=project))
-
-
-async def _reindex(app_config, search: bool, embeddings: bool, project: str | None):
-    """Run reindex operations."""
-    from basic_memory.repository import EntityRepository
-    from basic_memory.repository.search_repository import create_search_repository
-    from basic_memory.services.search_service import SearchService
-    from basic_memory.services.file_service import FileService
-    from basic_memory.markdown.markdown_processor import MarkdownProcessor
-    from basic_memory.markdown.entity_parser import EntityParser
-
-    try:
-        await reconcile_projects_with_config(app_config)
-
-        _, session_maker = await db.get_or_create_db(
-            db_path=app_config.database_path,
-            db_type=db.DatabaseType.FILESYSTEM,
-        )
-        project_repository = ProjectRepository(session_maker)
-        projects = await project_repository.get_active_projects()
-
-        if project:
-            projects = [p for p in projects if p.name == project]
-            if not projects:
-                # Check if it's a cloud-only project — those can't be reindexed locally
-                project_mode = app_config.get_project_mode(project)
-                if project_mode == ProjectMode.CLOUD:
-                    console.print(
-                        f"[yellow]Project '{project}' is a cloud project.[/yellow]\n"
-                        "Reindexing is a local operation — cloud projects are "
-                        "indexed on the server."
-                    )
-                else:
-                    console.print(f"[red]Project '{project}' not found.[/red]")
-                raise typer.Exit(1)
-
-        for proj in projects:
-            console.print(f"\n[bold]Project: [cyan]{proj.name}[/cyan][/bold]")
-
-            if search:
-                console.print("  Rebuilding full-text search index...")
-                sync_service = await get_sync_service(proj)
-                sync_dir = Path(proj.path)
-                await sync_service.sync(sync_dir, project_name=proj.name)
-                console.print("  [green]✓[/green] Full-text search index rebuilt")
-
-            if embeddings:
-                console.print("  Building vector embeddings...")
-                entity_repository = EntityRepository(session_maker, project_id=proj.id)
-                search_repository = create_search_repository(
-                    session_maker, project_id=proj.id, app_config=app_config
-                )
-                project_path = Path(proj.path)
-                entity_parser = EntityParser(project_path)
-                markdown_processor = MarkdownProcessor(entity_parser, app_config=app_config)
-                file_service = FileService(project_path, markdown_processor, app_config=app_config)
-                search_service = SearchService(search_repository, entity_repository, file_service)
-
-                with Progress(
-                    SpinnerColumn(),
-                    TextColumn("[progress.description]{task.description}"),
-                    BarColumn(),
-                    TaskProgressColumn(),
-                    console=console,
-                ) as progress:
-                    task = progress.add_task("  Embedding entities...", total=None)
-
-                    def on_progress(entity_id, index, total):
-                        progress.update(task, total=total, completed=index)
-
-                    stats = await search_service.reindex_vectors(progress_callback=on_progress)
-                    progress.update(task, completed=stats["total_entities"])
-
-                console.print(
-                    f"  [green]✓[/green] Embeddings complete: "
-                    f"{stats['embedded']} entities embedded, "
-                    f"{stats['skipped']} skipped, "
-                    f"{stats['errors']} errors"
-                )
-
-        console.print("\n[green]Reindex complete![/green]")
-    finally:
-        await db.shutdown_db()
@@ -19,6 +19,7 @@ from basic_memory.markdown.markdown_processor import MarkdownProcessor
 from basic_memory.markdown.schemas import EntityFrontmatter, EntityMarkdown
 from basic_memory.mcp.async_client import get_client
 from basic_memory.mcp.clients import KnowledgeClient, ProjectClient, SearchClient
+from basic_memory.mcp.tools.utils import call_post
 from basic_memory.schemas.base import Entity
 from basic_memory.schemas.project_info import ProjectInfoRequest
 from basic_memory.schemas.search import SearchQuery
@@ -61,7 +62,7 @@ async def run_doctor() -> None:
                api_note = Entity(
                    title=api_note_title,
                    directory="doctor",
-                    note_type="note",
+                    entity_type="note",
                    content_type="text/markdown",
                    content=f"# {api_note_title}\n\n- [note] API to file check",
                    entity_metadata={"tags": ["doctor"]},
@@ -97,10 +98,11 @@ async def run_doctor() -> None:
                await processor.write_file(manual_path, manual_markdown)
                console.print("[green]OK[/green] Manual file written")

-                sync_data = await project_client.sync(
-                    project_id, force_full=True, run_in_background=False
+                sync_response = await call_post(
+                    client,
+                    f"/v2/projects/{project_id}/sync?force_full=true&run_in_background=false",
                )
-                sync_report = SyncReportResponse.model_validate(sync_data)
+                sync_report = SyncReportResponse.model_validate(sync_response.json())
                if sync_report.total == 0:
                    raise ValueError("Sync did not detect any changes")

@@ -116,7 +118,8 @@ async def run_doctor() -> None:

                console.print("[green]OK[/green] Search confirmed manual file")

-                status_report = await project_client.get_status(project_id)
+                status_response = await call_post(client, f"/v2/projects/{project_id}/status")
+                status_report = SyncReportResponse.model_validate(status_response.json())
                if status_report.total != 0:
                    raise ValueError("Project status not clean after sync")

@@ -139,9 +142,6 @@ def doctor(
    """Run local consistency checks to verify file/database sync."""
    try:
        validate_routing_flags(local, cloud)
-        # Doctor runs local filesystem checks — always default to local routing
-        if not local and not cloud:
-            local = True
        with force_routing(local=local, cloud=cloud):
            run_with_cleanup(run_doctor())
    except (ToolError, ValueError) as e:
@@ -183,10 +183,10 @@ def format(
    By default, formats all .md, .json, and .canvas files in the current project.

    Examples:
-        bm format                    # Format all files in current project
-        bm format --project research # Format files in specific project
-        bm format notes/meeting.md   # Format a specific file
-        bm format notes/             # Format all files in directory
+        basic-memory format                    # Format all files in current project
+        basic-memory format --project research # Format files in specific project
+        basic-memory format notes/meeting.md   # Format a specific file
+        basic-memory format notes/             # Format all files in directory
    """
    try:
        run_with_cleanup(run_format(path, project))
@@ -44,7 +44,7 @@ def import_chatgpt(
    2. Convert them to linear markdown conversations
    3. Save as clean, readable markdown files

-    After importing, run 'bm reindex --search' to index the new files.
+    After importing, run 'basic-memory sync' to index the new files.
    """

    try:
@@ -60,9 +60,7 @@ def import_chatgpt(
        console.print(f"\nImporting chats from {conversations_json}...writing to {base_path}")

        # Create importer and run import
-        importer = ChatGPTImporter(
-            config.home, markdown_processor, file_service, project_name=config.name
-        )
+        importer = ChatGPTImporter(config.home, markdown_processor, file_service)
        with conversations_json.open("r", encoding="utf-8") as file:
            json_data = json.load(file)
            result = run_with_cleanup(importer.import_data(json_data, folder))
@@ -81,7 +79,7 @@ def import_chatgpt(
            )
        )

-        console.print("\nRun 'bm reindex --search' to index the new files.")
+        console.print("\nRun 'basic-memory sync' to index the new files.")

    except Exception as e:
        logger.error("Import failed")
@@ -44,7 +44,7 @@ def import_claude(
    2. Create markdown files for each conversation
    3. Format content in clean, readable markdown

-    After importing, run 'bm reindex --search' to index the new files.
+    After importing, run 'basic-memory sync' to index the new files.
    """

    config = get_project_config()
@@ -57,9 +57,7 @@ def import_claude(
        markdown_processor, file_service = run_with_cleanup(get_importer_dependencies())

        # Create the importer
-        importer = ClaudeConversationsImporter(
-            config.home, markdown_processor, file_service, project_name=config.name
-        )
+        importer = ClaudeConversationsImporter(config.home, markdown_processor, file_service)

        # Process the file
        base_path = config.home / folder
@@ -84,7 +82,7 @@ def import_claude(
            )
        )

-        console.print("\nRun 'bm reindex --search' to index the new files.")
+        console.print("\nRun 'basic-memory sync' to index the new files.")

    except Exception as e:
        logger.error("Import failed")
@@ -44,7 +44,7 @@ def import_projects(
    2. Store docs in a docs/ subdirectory
    3. Place prompt template in project root

-    After importing, run 'bm reindex --search' to index the new files.
+    After importing, run 'basic-memory sync' to index the new files.
    """
    config = get_project_config()
    try:
@@ -56,9 +56,7 @@ def import_projects(
        markdown_processor, file_service = run_with_cleanup(get_importer_dependencies())

        # Create the importer
-        importer = ClaudeProjectsImporter(
-            config.home, markdown_processor, file_service, project_name=config.name
-        )
+        importer = ClaudeProjectsImporter(config.home, markdown_processor, file_service)

        # Process the file
        base_path = config.home / base_folder if base_folder else config.home
@@ -83,7 +81,7 @@ def import_projects(
            )
        )

-        console.print("\nRun 'bm reindex --search' to index the new files.")
+        console.print("\nRun 'basic-memory sync' to index the new files.")

    except Exception as e:
        logger.error("Import failed")
@@ -55,9 +55,7 @@ def memory_json(
        markdown_processor, file_service = run_with_cleanup(get_importer_dependencies())

        # Create the importer
-        importer = MemoryJsonImporter(
-            config.home, markdown_processor, file_service, project_name=config.name
-        )
+        importer = MemoryJsonImporter(config.home, markdown_processor, file_service)

        # Process the file
        base_path = config.home if not destination_folder else config.home / destination_folder
@@ -1,26 +1,21 @@
 """MCP server command with streamable HTTP transport."""

 import os
-import threading
-from typing import Any, Optional
-
 import typer
-from loguru import logger
+from typing import Optional

 from basic_memory.cli.app import app
-from basic_memory.cli.auto_update import AutoUpdateStatus, run_auto_update
 from basic_memory.config import ConfigManager, init_mcp_logging

+# Import mcp instance (has lifespan that handles initialization and file sync)
+from basic_memory.mcp.server import mcp as mcp_server  # pragma: no cover

-class _DeferredMcpServer:
-    def run(self, *args: Any, **kwargs: Any) -> None:  # pragma: no cover
-        from basic_memory.mcp.server import mcp as live_mcp_server
+# Import mcp tools to register them
+import basic_memory.mcp.tools  # noqa: F401  # pragma: no cover

-        live_mcp_server.run(*args, **kwargs)
-
-
-# Keep module-level attribute for tests/monkeypatching while deferring heavy import.
-mcp_server = _DeferredMcpServer()
+# Import prompts to register them
+import basic_memory.mcp.prompts  # noqa: F401  # pragma: no cover
+from loguru import logger


@app.command()
@@ -38,7 +33,7 @@ def mcp(
    This command starts an MCP server using one of three transport options:

    - stdio: Standard I/O (good for local usage)
-    - streamable-http: Recommended for web deployments
+    - streamable-http: Recommended for web deployments (default)
    - sse: Server-Sent Events (for compatibility with existing clients)

    Initialization, file sync, and cleanup are handled by the MCP server's lifespan.
@@ -47,25 +42,10 @@ def mcp(
    Users who have cloud mode enabled can still use local MCP for Claude Code
    and Claude Desktop while using cloud MCP for web and mobile access.
    """
-    # --- Routing setup ---
-    # Trigger: MCP server command invocation.
-    # Why: HTTP/SSE transports serve as local API endpoints and must never
-    #      route through cloud. Stdio is a client-facing protocol that
-    #      should honor per-project routing (local or cloud).
-    # Outcome: HTTP/SSE get explicit local override; stdio passes through
-    #          whatever env vars are already set (honoring external overrides)
-    #          and defaults to per-project routing resolution.
-    if transport in ("streamable-http", "sse"):
-        os.environ["BASIC_MEMORY_FORCE_LOCAL"] = "true"
-        os.environ.pop("BASIC_MEMORY_FORCE_CLOUD", None)
-        os.environ["BASIC_MEMORY_EXPLICIT_ROUTING"] = "true"
-    # stdio: no env var manipulation — per-project routing applies by default,
-    # and externally-set env vars (e.g. BASIC_MEMORY_FORCE_CLOUD) are honored.
-
-    # Import mcp tools/prompts to register them with the server
-    import basic_memory.mcp.tools  # noqa: F401  # pragma: no cover
-    import basic_memory.mcp.prompts  # noqa: F401  # pragma: no cover
-    import basic_memory.mcp.resources  # noqa: F401  # pragma: no cover
+    # Force local routing for local MCP server
+    # Why: The local MCP server should always talk to the local API, not the cloud proxy.
+    # Even when cloud_mode_enabled is True, stdio MCP runs locally and needs local API access.
+    os.environ["BASIC_MEMORY_FORCE_LOCAL"] = "true"

    # Initialize logging for MCP (file only, stdout breaks protocol)
    init_mcp_logging()
@@ -82,22 +62,6 @@ def mcp(
        os.environ["BASIC_MEMORY_MCP_PROJECT"] = project_name
        logger.info(f"MCP server constrained to project: {project_name}")

-    def _run_background_auto_update() -> None:
-        result = run_auto_update(force=False, check_only=False, silent=True)
-        if result.restart_recommended:
-            logger.info(
-                "A newer Basic Memory version was installed and will apply on next restart."
-            )
-        elif result.status == AutoUpdateStatus.FAILED and result.error:
-            logger.warning(f"MCP background auto-update failed: {result.error}")
-
-    # Trigger: stdio transport corresponds to local user installs.
-    # Why: server transports (HTTP/SSE) run in managed environments where
-    # package-manager self-upgrades are inappropriate.
-    # Outcome: background auto-update runs only for local stdio MCP sessions.
-    if transport == "stdio":
-        threading.Thread(target=_run_background_auto_update, daemon=True).start()
-
    # Run the MCP server (blocks)
    # Lifespan handles: initialization, migrations, file sync, cleanup
    logger.info(f"Starting MCP server with {transport.upper()} transport")
@@ -1,13 +1,14 @@
 """CLI routing utilities for --local/--cloud flag handling.

-This module provides utilities for CLI commands to override default routing.
-This allows users to force local or cloud routing per-command.
+This module provides utilities for CLI commands to override the default routing
+behavior (determined by cloud_mode_enabled in config). This allows users to:
+
+1. Use local MCP server even when cloud mode is enabled
+2. Force local routing for specific CLI commands with --local flag
+3. Force cloud routing with --cloud flag (requires authentication)

 The routing is controlled via environment variables:
 - BASIC_MEMORY_FORCE_LOCAL: When "true", forces local ASGI transport
- BASIC_MEMORY_FORCE_CLOUD: When "true", forces cloud proxy transport
- BASIC_MEMORY_EXPLICIT_ROUTING: When "true", signals that --local/--cloud
-  was explicitly passed, overriding per-project routing in get_client()
 - These are checked in basic_memory.mcp.async_client.get_client()
 """

@@ -23,14 +24,9 @@ def force_routing(local: bool = False, cloud: bool = False) -> Generator[None, N
    Sets environment variables that are checked by get_client() to determine
    whether to use local ASGI transport or cloud proxy transport.

-    When either flag is set, BASIC_MEMORY_EXPLICIT_ROUTING is also set so
-    that get_client() skips per-project routing and honors the flag directly.
-    This only affects CLI commands — the MCP server sets FORCE_LOCAL directly
-    (without EXPLICIT_ROUTING), so per-project routing still works for MCP tools.
-
    Args:
-        local: If True, force local ASGI transport
-        cloud: If True, force cloud proxy transport
+        local: If True, force local ASGI transport (ignores cloud_mode_enabled)
+        cloud: If True, clear force_local to allow cloud routing

    Usage:
        with force_routing(local=True):
@@ -45,37 +41,23 @@ def force_routing(local: bool = False, cloud: bool = False) -> Generator[None, N

    # Save original values
    original_force_local = os.environ.get("BASIC_MEMORY_FORCE_LOCAL")
-    original_force_cloud = os.environ.get("BASIC_MEMORY_FORCE_CLOUD")
-    original_explicit = os.environ.get("BASIC_MEMORY_EXPLICIT_ROUTING")

    try:
        if local:
+            # Force local routing by setting the env var
            os.environ["BASIC_MEMORY_FORCE_LOCAL"] = "true"
-            os.environ.pop("BASIC_MEMORY_FORCE_CLOUD", None)
-            os.environ["BASIC_MEMORY_EXPLICIT_ROUTING"] = "true"
        elif cloud:
+            # Ensure force_local is NOT set, let cloud_mode_enabled take effect
            os.environ.pop("BASIC_MEMORY_FORCE_LOCAL", None)
-            os.environ["BASIC_MEMORY_FORCE_CLOUD"] = "true"
-            os.environ["BASIC_MEMORY_EXPLICIT_ROUTING"] = "true"
        # If neither is set, don't change anything (use default behavior)
        yield
    finally:
-        # Restore original values
+        # Restore original value
        if original_force_local is None:
            os.environ.pop("BASIC_MEMORY_FORCE_LOCAL", None)
        else:
            os.environ["BASIC_MEMORY_FORCE_LOCAL"] = original_force_local

-        if original_force_cloud is None:
-            os.environ.pop("BASIC_MEMORY_FORCE_CLOUD", None)
-        else:
-            os.environ["BASIC_MEMORY_FORCE_CLOUD"] = original_force_cloud
-
-        if original_explicit is None:
-            os.environ.pop("BASIC_MEMORY_EXPLICIT_ROUTING", None)
-        else:
-            os.environ["BASIC_MEMORY_EXPLICIT_ROUTING"] = original_explicit
-

 def validate_routing_flags(local: bool, cloud: bool) -> None:
    """Validate that --local and --cloud flags are not both specified.
@@ -1,391 +0,0 @@
-"""Schema management CLI commands for Basic Memory.
-
-Provides CLI access to schema validation, inference, and drift detection.
-Registered as a subcommand group: `bm schema validate`, `bm schema infer`, `bm schema diff`.
-
-Each command calls the corresponding MCP tool with output_format="json" and
-renders the result as Rich tables — same code path as `bm tool schema-*` but
-with human-friendly formatting.
-"""
-
-import json
-from typing import Annotated, Optional
-
-import typer
-from loguru import logger
-from rich.console import Console
-from rich.table import Table
-
-from basic_memory.cli.app import app
-from basic_memory.cli.commands.command_utils import run_with_cleanup
-from basic_memory.cli.commands.routing import force_routing, validate_routing_flags
-from basic_memory.config import ConfigManager
-from basic_memory.mcp.tools import schema_diff as mcp_schema_diff
-from basic_memory.mcp.tools import schema_infer as mcp_schema_infer
-from basic_memory.mcp.tools import schema_validate as mcp_schema_validate
-
-console = Console()
-
-schema_app = typer.Typer(help="Schema management commands")
-app.add_typer(schema_app, name="schema")
-
-
-def _resolve_project_name(project: Optional[str]) -> Optional[str]:
-    """Resolve project name from CLI argument or config default."""
-    config_manager = ConfigManager()
-    if project is not None:
-        project_name, _ = config_manager.get_project(project)
-        if not project_name:
-            typer.echo(f"No project found named: {project}", err=True)
-            raise typer.Exit(1)
-        return project_name
-    return config_manager.default_project
-
-
-# --- Rendering helpers ---
-
-
-def _render_validate_table(data: dict) -> None:
-    """Render a validation report dict as a Rich table."""
-    note_type = data.get("note_type")
-    title_label = note_type or "all"
-
-    table = Table(title=f"Schema Validation: {title_label}")
-    table.add_column("Note", style="cyan")
-    table.add_column("Status", justify="center")
-    table.add_column("Warnings", justify="right")
-    table.add_column("Errors", justify="right")
-
-    for result in data.get("results", []):
-        warnings = result.get("warnings", [])
-        errors = result.get("errors", [])
-        passed = result.get("passed", True)
-
-        if passed and not warnings:
-            status = "[green]pass[/green]"
-        elif passed:
-            status = "[yellow]warn[/yellow]"
-        else:
-            status = "[red]fail[/red]"
-
-        table.add_row(
-            result.get("note_identifier", ""),
-            status,
-            str(len(warnings)),
-            str(len(errors)),
-        )
-
-    console.print(table)
-    console.print(
-        f"\nSummary: {data.get('valid_count', 0)}/{data.get('total_notes', 0)} valid, "
-        f"{data.get('warning_count', 0)} warnings, {data.get('error_count', 0)} errors"
-    )
-
-
-def _render_infer_table(data: dict) -> None:
-    """Render an inference report dict as a Rich table."""
-    note_type = data.get("note_type", "")
-    notes_analyzed = data.get("notes_analyzed", 0)
-    suggested_required = data.get("suggested_required", [])
-    suggested_optional = data.get("suggested_optional", [])
-
-    console.print(f"\n[bold]Analyzing {notes_analyzed} notes with type: {note_type}...[/bold]\n")
-
-    table = Table(title="Field Frequencies")
-    table.add_column("Field", style="cyan")
-    table.add_column("Source")
-    table.add_column("Count", justify="right")
-    table.add_column("Percentage", justify="right")
-    table.add_column("Suggested")
-
-    for freq in data.get("field_frequencies", []):
-        pct = f"{freq.get('percentage', 0):.0%}"
-        name = freq.get("name", "")
-        if name in suggested_required:
-            suggested = "[green]required[/green]"
-        elif name in suggested_optional:
-            suggested = "[yellow]optional[/yellow]"
-        else:
-            suggested = "[dim]excluded[/dim]"
-
-        table.add_row(
-            name,
-            freq.get("source", ""),
-            str(freq.get("count", 0)),
-            pct,
-            suggested,
-        )
-
-    console.print(table)
-
-    suggested_schema = data.get("suggested_schema", {})
-    if suggested_schema:
-        console.print("\n[bold]Suggested schema:[/bold]")
-        console.print(json.dumps(suggested_schema, indent=2))
-
-
-def _render_diff_output(data: dict) -> None:
-    """Render a drift report dict as Rich output."""
-    note_type = data.get("note_type", "")
-    new_fields = data.get("new_fields", [])
-    dropped_fields = data.get("dropped_fields", [])
-    cardinality_changes = data.get("cardinality_changes", [])
-
-    has_drift = new_fields or dropped_fields or cardinality_changes
-
-    if not has_drift:
-        console.print(f"[green]No drift detected for {note_type} schema.[/green]")
-        return
-
-    console.print(f"\n[bold]Schema drift detected for {note_type}:[/bold]\n")
-
-    if new_fields:
-        console.print("[green]+ New fields (common in notes, not in schema):[/green]")
-        for f in new_fields:
-            console.print(
-                f"  + {f['name']}: {f.get('percentage', 0):.0%} of notes ({f.get('source', '')})"
-            )
-
-    if dropped_fields:
-        console.print("[red]- Dropped fields (in schema, rare in notes):[/red]")
-        for f in dropped_fields:
-            console.print(
-                f"  - {f['name']}: {f.get('percentage', 0):.0%} of notes ({f.get('source', '')})"
-            )
-
-    if cardinality_changes:
-        console.print("[yellow]~ Cardinality changes:[/yellow]")
-        for change in cardinality_changes:
-            console.print(f"  ~ {change}")
-
-
-# --- Commands ---
-
-
-@schema_app.command()
-def validate(
-    target: Annotated[
-        Optional[str],
-        typer.Argument(help="Note path or note type to validate"),
-    ] = None,
-    project: Annotated[
-        Optional[str],
-        typer.Option(help="The project name."),
-    ] = None,
-    strict: bool = typer.Option(False, "--strict", help="Exit with error on validation failures"),
-    json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
-    local: bool = typer.Option(
-        False, "--local", help="Force local API routing (ignore cloud mode)"
-    ),
-    cloud: bool = typer.Option(False, "--cloud", help="Force cloud API routing"),
-):
-    """Validate notes against their schemas.
-
-    TARGET can be a note path (e.g., people/ada-lovelace.md) or a note type
-    (e.g., person). If omitted, validates all notes that have schemas.
-
-    Use --json for machine-readable output.
-    Use --strict to exit with error code 1 if any validation errors are found.
-    Use --local to force local routing when cloud mode is enabled.
-    Use --cloud to force cloud routing when cloud mode is disabled.
-    """
-    try:
-        validate_routing_flags(local, cloud)
-        project_name = _resolve_project_name(project)
-
-        # Heuristic: if target contains / or ., treat as identifier; otherwise as note type
-        note_type, identifier = None, None
-        if target:
-            if "/" in target or "." in target:
-                identifier = target
-            else:
-                note_type = target
-
-        with force_routing(local=local, cloud=cloud):
-            result = run_with_cleanup(
-                mcp_schema_validate(
-                    note_type=note_type,
-                    identifier=identifier,
-                    project=project_name,
-                    output_format="json",
-                )
-            )
-
-        # Handle error responses
-        if isinstance(result, dict) and "error" in result:
-            if json_output:
-                print(json.dumps(result, indent=2, default=str))
-            else:
-                console.print(f"[yellow]{result['error']}[/yellow]")
-            return
-
-        # output_format="json" guarantees a dict return
-        assert isinstance(result, dict)
-
-        if json_output:
-            print(json.dumps(result, indent=2, default=str))
-        else:
-            _render_validate_table(result)
-
-        if strict and result.get("error_count", 0) > 0:
-            raise typer.Exit(1)
-    except ValueError as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        if not isinstance(e, typer.Exit):
-            logger.error(f"Error during schema validate: {e}")
-            typer.echo(f"Error during schema validate: {e}", err=True)
-            raise typer.Exit(1)
-        raise
-
-
-@schema_app.command()
-def infer(
-    note_type: Annotated[
-        str,
-        typer.Argument(help="Note type to analyze (e.g., person, meeting)"),
-    ],
-    project: Annotated[
-        Optional[str],
-        typer.Option(help="The project name."),
-    ] = None,
-    threshold: float = typer.Option(
-        0.25, "--threshold", help="Minimum frequency for optional fields (0-1)"
-    ),
-    save: bool = typer.Option(False, "--save", help="Save inferred schema to schema/ directory"),
-    json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
-    local: bool = typer.Option(
-        False, "--local", help="Force local API routing (ignore cloud mode)"
-    ),
-    cloud: bool = typer.Option(False, "--cloud", help="Force cloud API routing"),
-):
-    """Infer schema from existing notes of a type.
-
-    Analyzes all notes with the given type and suggests a Picoschema
-    definition based on observation and relation frequency.
-
-    Fields present in 95%+ of notes become required. Fields above the
-    threshold (default 25%) become optional. Fields below threshold are excluded.
-
-    Use --json for machine-readable output.
-    Use --local to force local routing when cloud mode is enabled.
-    Use --cloud to force cloud routing when cloud mode is disabled.
-    """
-    try:
-        validate_routing_flags(local, cloud)
-        project_name = _resolve_project_name(project)
-
-        with force_routing(local=local, cloud=cloud):
-            result = run_with_cleanup(
-                mcp_schema_infer(
-                    note_type=note_type,
-                    threshold=threshold,
-                    project=project_name,
-                    output_format="json",
-                )
-            )
-
-        # Handle error responses
-        if isinstance(result, dict) and "error" in result:
-            if json_output:
-                print(json.dumps(result, indent=2, default=str))
-            else:
-                console.print(f"[yellow]{result['error']}[/yellow]")
-            return
-
-        # output_format="json" guarantees a dict return
-        assert isinstance(result, dict)
-
-        # Handle zero notes
-        if result.get("notes_analyzed", 0) == 0:
-            if json_output:
-                print(json.dumps(result, indent=2, default=str))
-            else:
-                console.print(f"[yellow]No notes found with type: {note_type}[/yellow]")
-            return
-
-        if json_output:
-            print(json.dumps(result, indent=2, default=str))
-        else:
-            _render_infer_table(result)
-
-        if save:
-            console.print(
-                f"\n[yellow]--save not yet implemented. "
-                f"Copy the schema above into schema/{note_type}.md[/yellow]"
-            )
-    except ValueError as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        if not isinstance(e, typer.Exit):
-            logger.error(f"Error during schema infer: {e}")
-            typer.echo(f"Error during schema infer: {e}", err=True)
-            raise typer.Exit(1)
-        raise
-
-
-@schema_app.command()
-def diff(
-    note_type: Annotated[
-        str,
-        typer.Argument(help="Note type to check for drift"),
-    ],
-    project: Annotated[
-        Optional[str],
-        typer.Option(help="The project name."),
-    ] = None,
-    json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
-    local: bool = typer.Option(
-        False, "--local", help="Force local API routing (ignore cloud mode)"
-    ),
-    cloud: bool = typer.Option(False, "--cloud", help="Force cloud API routing"),
-):
-    """Show drift between schema and actual usage.
-
-    Compares the existing schema definition against how notes of that type
-    are actually structured. Identifies new fields,
-    dropped fields, and cardinality changes.
-
-    Use --json for machine-readable output.
-    Use --local to force local routing when cloud mode is enabled.
-    Use --cloud to force cloud routing when cloud mode is disabled.
-    """
-    try:
-        validate_routing_flags(local, cloud)
-        project_name = _resolve_project_name(project)
-
-        with force_routing(local=local, cloud=cloud):
-            result = run_with_cleanup(
-                mcp_schema_diff(
-                    note_type=note_type,
-                    project=project_name,
-                    output_format="json",
-                )
-            )
-
-        # Handle error responses
-        if isinstance(result, dict) and "error" in result:
-            if json_output:
-                print(json.dumps(result, indent=2, default=str))
-            else:
-                console.print(f"[yellow]{result['error']}[/yellow]")
-            return
-
-        # output_format="json" guarantees a dict return
-        assert isinstance(result, dict)
-
-        if json_output:
-            print(json.dumps(result, indent=2, default=str))
-        else:
-            _render_diff_output(result)
-    except ValueError as e:
-        console.print(f"[red]Error: {e}[/red]")
-        raise typer.Exit(1)
-    except Exception as e:
-        if not isinstance(e, typer.Exit):
-            logger.error(f"Error during schema diff: {e}")
-            typer.echo(f"Error during schema diff: {e}", err=True)
-            raise typer.Exit(1)
-        raise
@@ -1,6 +1,5 @@
 """Status command for basic-memory CLI."""

-import json
 from typing import Set, Dict
 from typing import Annotated, Optional

@@ -13,9 +12,8 @@ from rich.tree import Tree

 from basic_memory.cli.app import app
 from basic_memory.cli.commands.routing import force_routing, validate_routing_flags
-from basic_memory.config import ConfigManager
 from basic_memory.mcp.async_client import get_client
-from basic_memory.mcp.clients import ProjectClient
+from basic_memory.mcp.tools.utils import call_post
 from basic_memory.schemas import SyncReportResponse
 from basic_memory.mcp.project_context import get_active_project

@@ -142,20 +140,20 @@ def display_changes(
    console.print(Panel(tree, expand=False))


-async def run_status(
-    project: Optional[str] = None,
-) -> tuple[str, SyncReportResponse]:
-    """Fetch sync status of files vs database.
+async def run_status(project: Optional[str] = None, verbose: bool = False):  # pragma: no cover
+    """Check sync status of files vs database."""

-    Returns (project_name, sync_report) for the caller to render.
-    """
-    # Resolve default project so get_client() can route per-project
-    project = project or ConfigManager().default_project
+    try:
+        async with get_client() as client:
+            project_item = await get_active_project(client, project, None)
+            response = await call_post(client, f"/v2/projects/{project_item.external_id}/status")
+            sync_report = SyncReportResponse.model_validate(response.json())

-    async with get_client(project_name=project) as client:
-        project_item = await get_active_project(client, project, None)
-        sync_report = await ProjectClient(client).get_status(project_item.external_id)
-        return project_item.name, sync_report
+            display_changes(project_item.name, "Status", sync_report, verbose)
+
+    except (ValueError, ToolError) as e:
+        console.print(f"[red]Error: {e}[/red]")
+        raise typer.Exit(1)


@app.command()
@@ -165,7 +163,6 @@ def status(
        typer.Option(help="The project name."),
    ] = None,
    verbose: bool = typer.Option(False, "--verbose", "-v", help="Show detailed file information"),
-    json_output: bool = typer.Option(False, "--json", help="Output in JSON format"),
    local: bool = typer.Option(
        False, "--local", help="Force local API routing (ignore cloud mode)"
    ),
@@ -173,7 +170,6 @@ def status(
 ):
    """Show sync status between files and database.

-    Use --json for machine-readable output.
    Use --local to force local routing when cloud mode is enabled.
    Use --cloud to force cloud routing when cloud mode is disabled.
    """
@@ -181,32 +177,12 @@ def status(

    try:
        validate_routing_flags(local, cloud)
-        # Trigger: no explicit routing flag provided
-        # Why: status scans the local filesystem — cloud routing would use the
-        #      Docker-internal path stored in the cloud database, which doesn't
-        #      exist locally.
-        # Outcome: default to local routing unless --cloud was explicitly requested.
-        if not local and not cloud:
-            local = True
        with force_routing(local=local, cloud=cloud):
-            project_name, sync_report = run_with_cleanup(run_status(project))
-
-        if json_output:
-            print(json.dumps(sync_report.model_dump(mode="json"), indent=2, default=str))
-        else:
-            display_changes(project_name, "Status", sync_report, verbose)
-    except (ValueError, ToolError) as e:
-        if json_output:
-            print(json.dumps({"error": str(e)}, indent=2))
-        else:
-            console.print(f"[red]Error: {e}[/red]")
+            run_with_cleanup(run_status(project, verbose))  # pragma: no cover
+    except ValueError as e:
+        console.print(f"[red]Error: {e}[/red]")
        raise typer.Exit(code=1)
-    except typer.Exit:
-        raise
    except Exception as e:
        logger.error(f"Error checking status: {e}")
-        if json_output:
-            print(json.dumps({"error": str(e)}, indent=2))
-        else:
-            typer.echo(f"Error checking status: {e}", err=True)
+        typer.echo(f"Error checking status: {e}", err=True)
        raise typer.Exit(code=1)  # pragma: no cover
@@ -1,40 +0,0 @@
-"""Manual update command for Basic Memory CLI."""
-
-import typer
-from rich.console import Console
-
-from basic_memory.cli.app import app
-from basic_memory.cli.auto_update import AutoUpdateStatus, run_auto_update
-
-console = Console()
-
-
-@app.command("update")
-def update(
-    check: bool = typer.Option(
-        False,
-        "--check",
-        help="Check for updates only (do not install).",
-    ),
-) -> None:
-    """Check for updates and install when supported."""
-    result = run_auto_update(force=True, check_only=check, silent=False)
-
-    if result.status == AutoUpdateStatus.FAILED:
-        detail = f" {result.error}" if result.error else ""
-        console.print(f"[red]{result.message or 'Update failed.'}{detail}[/red]")
-        raise typer.Exit(1)
-
-    if result.status == AutoUpdateStatus.UPDATED:
-        console.print(f"[green]{result.message or 'Basic Memory updated successfully.'}[/green]")
-        return
-
-    if result.status == AutoUpdateStatus.UP_TO_DATE:
-        console.print(f"[green]{result.message or 'Basic Memory is up to date.'}[/green]")
-        return
-
-    if result.status == AutoUpdateStatus.UPDATE_AVAILABLE:
-        console.print(f"[cyan]{result.message or 'Update available.'}[/cyan]")
-        return
-
-    console.print(f"[dim]{result.message or 'No update action was performed.'}[/dim]")
@@ -35,6 +35,7 @@ class CliContainer:
        """
        config = ConfigManager().config
        mode = resolve_runtime_mode(
+            cloud_mode_enabled=config.cloud_mode_enabled,
            is_test_env=config.is_test_env,
        )
        return cls(config=config, mode=mode)
@@ -1,35 +1,25 @@
 """Main CLI entry point for basic-memory."""  # pragma: no cover

-import sys
-import warnings
-
 from basic_memory.cli.app import app  # pragma: no cover

+# Register commands
+from basic_memory.cli.commands import (  # noqa: F401  # pragma: no cover
+    cloud,
+    db,
+    doctor,
+    import_chatgpt,
+    import_claude_conversations,
+    import_claude_projects,
+    import_memory_json,
+    mcp,
+    project,
+    status,
+    tool,
+)

-def _version_only_invocation(argv: list[str]) -> bool:
-    # Trigger: invocation is exactly `bm --version` or `bm -v`
-    # Why: avoid importing command modules on the hot version path
-    # Outcome: eager version callback exits quickly with minimal startup work
-    return len(argv) == 1 and argv[0] in {"--version", "-v"}
-
-
-if not _version_only_invocation(sys.argv[1:]):
-    # Register commands only when not short-circuiting for --version
-    from basic_memory.cli.commands import (  # noqa: F401  # pragma: no cover
-        cloud,
-        db,
-        doctor,
-        import_chatgpt,
-        import_claude_conversations,
-        import_claude_projects,
-        import_memory_json,
-        mcp,
-        project,
-        schema,
-        status,
-        tool,
-        update,
-    )
+# Re-apply warning filter AFTER all imports
+# (authlib adds a DeprecationWarning filter that overrides ours)
+import warnings  # pragma: no cover

 warnings.filterwarnings("ignore")  # pragma: no cover

@@ -1,130 +0,0 @@
-"""Cloud promo messaging for CLI entrypoint."""
-
-import os
-import sys
-
-from rich.console import Console
-from rich.panel import Panel
-
-import basic_memory
-from basic_memory.cli.analytics import track, EVENT_PROMO_SHOWN
-from basic_memory.config import ConfigManager
-
-OSS_DISCOUNT_CODE = "BMFOSS"
-CLOUD_LEARN_MORE_URL = (
-    "https://basicmemory.com?utm_source=bm-foss&utm_medium=promo&utm_campaign=cloud-upsell"
-)
-
-
-def _promos_disabled_by_env() -> bool:
-    """Check environment-level kill switch for promo output."""
-    value = os.getenv("BASIC_MEMORY_NO_PROMOS", "").strip().lower()
-    return value in {"1", "true", "yes"}
-
-
-def _is_interactive_session() -> bool:
-    """Return whether stdin/stdout are interactive terminals."""
-    try:
-        return sys.stdin.isatty() and sys.stdout.isatty()
-    except ValueError:
-        # Trigger: stdin/stdout already closed (e.g., MCP stdio transport shutdown)
-        # Why: isatty() raises ValueError on closed file descriptors
-        # Outcome: treat as non-interactive, suppressing promo output
-        return False
-
-
-def _build_cloud_promo_message() -> str:
-    """Build benefit-led cloud upsell copy with Rich markup."""
-    return (
-        "☁️ [bold]Your knowledge, everywhere.[/bold] ✨\n"
-        "Stop losing context when you switch machines.\n"
-        "Basic Memory Cloud syncs your memory across every device, including mobile and web.\n"
-        "Try it free for 7 days.\n"
-        f"Use [bold cyan]{OSS_DISCOUNT_CODE}[/bold cyan] for 20% off when you subscribe.\n"
-        "[bold green]→ bm cloud login[/bold green]"
-    )
-
-
-def maybe_show_init_line(
-    invoked_subcommand: str | None,
-    *,
-    config_manager: ConfigManager | None = None,
-    is_interactive: bool | None = None,
-    console: Console | None = None,
-) -> None:
-    """Show a one-time init confirmation line before command output."""
-    manager = config_manager or ConfigManager()
-    config = manager.load_config()
-
-    interactive = _is_interactive_session() if is_interactive is None else is_interactive
-
-    # Same gates as the cloud promo — suppress in non-interactive, env kill-switch,
-    # mcp/root-help contexts, or when already shown.
-    if _promos_disabled_by_env() or not interactive:
-        return
-
-    if invoked_subcommand in {None, "mcp"}:
-        return
-
-    if config.cloud_promo_first_run_shown:
-        return
-
-    out = console or Console()
-    out.print("Basic Memory initialized ✓")
-
-
-def maybe_show_cloud_promo(
-    invoked_subcommand: str | None,
-    *,
-    config_manager: ConfigManager | None = None,
-    is_interactive: bool | None = None,
-    console: Console | None = None,
-) -> None:
-    """Show cloud promo copy when discovery gates are satisfied."""
-    manager = config_manager or ConfigManager()
-    config = manager.load_config()
-    from basic_memory.cli.auth import CLIAuth
-
-    auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
-    has_cloud_access = bool(config.cloud_api_key) or auth.load_tokens() is not None
-
-    interactive = _is_interactive_session() if is_interactive is None else is_interactive
-
-    # Trigger: environment-level promo suppression or non-interactive execution.
-    # Why: avoid polluting scripts/CI output and support a hard opt-out.
-    # Outcome: skip all promo copy for this invocation.
-    if _promos_disabled_by_env() or not interactive:
-        return
-
-    # Trigger: command context where cloud promo is not actionable.
-    # Why: mcp/stdin protocol and root help flows should stay noise-free.
-    # Outcome: command continues without promo messaging.
-    if invoked_subcommand in {None, "mcp"}:
-        return
-
-    if has_cloud_access or config.cloud_promo_opt_out:
-        return
-
-    show_first_run = not config.cloud_promo_first_run_shown
-    show_version_notice = config.cloud_promo_last_version_shown != basic_memory.__version__
-    if not show_first_run and not show_version_notice:
-        return
-
-    out = console or Console()
-    out.print(
-        Panel(
-            _build_cloud_promo_message(),
-            title="Basic Memory Cloud",
-            border_style="cyan",
-            expand=False,
-        )
-    )
-    out.print(f"Learn more at [link={CLOUD_LEARN_MORE_URL}]{CLOUD_LEARN_MORE_URL}[/link]")
-    out.print("[dim]Disable with: bm cloud promo --off[/dim]")
-
-    trigger = "first_run" if show_first_run else "version_bump"
-    track(EVENT_PROMO_SHOWN, {"trigger": trigger})
-
-    config.cloud_promo_first_run_shown = True
-    config.cloud_promo_last_version_shown = basic_memory.__version__
-    manager.save_config(config)
@@ -1,9 +1,7 @@
 """Configuration management for basic-memory."""

-import importlib.util
 import json
 import os
-import shutil
 from dataclasses import dataclass
 from datetime import datetime
 from pathlib import Path
@@ -11,7 +9,7 @@ from typing import Any, Dict, Literal, Optional, List, Tuple
 from enum import Enum

 from loguru import logger
-from pydantic import AliasChoices, BaseModel, Field, model_validator
+from pydantic import BaseModel, Field, model_validator
 from pydantic_settings import BaseSettings, SettingsConfigDict

 from basic_memory.utils import setup_logging, generate_permalink
@@ -26,13 +24,6 @@ WATCH_STATUS_JSON = "watch-status.json"
 Environment = Literal["test", "dev", "user"]


-class ProjectMode(str, Enum):
-    """Per-project routing mode."""
-
-    LOCAL = "local"
-    CLOUD = "cloud"
-
-
 class DatabaseBackend(str, Enum):
    """Supported database backends."""

@@ -40,21 +31,12 @@ class DatabaseBackend(str, Enum):
    POSTGRES = "postgres"


-def _default_semantic_search_enabled() -> bool:
-    """Enable semantic search by default when required local semantic dependencies exist."""
-    required_modules = ("fastembed", "sqlite_vec")
-    return all(
-        importlib.util.find_spec(module_name) is not None for module_name in required_modules
-    )
-
-
@dataclass
 class ProjectConfig:
    """Configuration for a specific basic-memory project."""

    name: str
    home: Path
-    mode: ProjectMode = ProjectMode.LOCAL

    @property
    def project(self):
@@ -70,9 +52,6 @@ class CloudProjectConfig(BaseModel):

    This tracks the local working directory and sync state for a project
    that is synced with Basic Memory Cloud.
-
-    DEPRECATED: Kept for backward-compatible migration only. New code should
-    use ProjectEntry fields (cloud_sync_path, bisync_initialized, last_sync).
    """

    local_path: str = Field(description="Local working directory path for this cloud project")
@@ -84,57 +63,26 @@ class CloudProjectConfig(BaseModel):
    )


-class ProjectEntry(BaseModel):
-    """Unified project configuration entry.
-
-    Replaces the old triple of projects (Dict[str, str]), project_modes
-    (Dict[str, ProjectMode]), and cloud_projects (Dict[str, CloudProjectConfig])
-    with a single structure per project.
-    """
-
-    path: str = Field(description="Local filesystem path for the project")
-    mode: ProjectMode = Field(
-        default=ProjectMode.LOCAL,
-        description="Routing mode: local (in-process ASGI) or cloud (remote API)",
-    )
-    workspace_id: Optional[str] = Field(
-        default=None,
-        description="Cloud workspace tenant_id. Set by 'bm project set-cloud --workspace'.",
-    )
-    # Cloud sync state (replaces CloudProjectConfig)
-    local_sync_path: Optional[str] = Field(
-        default=None,
-        description="Local working directory for bisync",
-        validation_alias=AliasChoices("local_sync_path", "cloud_sync_path"),
-    )
-    bisync_initialized: bool = Field(
-        default=False,
-        description="Whether rclone bisync baseline has been established",
-    )
-    last_sync: Optional[datetime] = Field(
-        default=None,
-        description="Timestamp of last successful sync operation",
-    )
-
-
 class BasicMemoryConfig(BaseSettings):
    """Pydantic model for Basic Memory global configuration."""

    env: Environment = Field(default="dev", description="Environment name")

-    projects: Dict[str, ProjectEntry] = Field(
+    projects: Dict[str, str] = Field(
        default_factory=lambda: {
-            "main": ProjectEntry(
-                path=str(Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory")))
-            )
+            "main": str(Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory")))
        }
        if os.getenv("BASIC_MEMORY_HOME")
        else {},
-        description="Mapping of project names to their ProjectEntry configuration",
+        description="Mapping of project names to their filesystem paths",
    )
-    default_project: Optional[str] = Field(
-        default=None,
-        description="Name of the default project to use. When set, acts as fallback when no project parameter is specified. Set to null to disable automatic project resolution.",
+    default_project: str = Field(
+        default="main",
+        description="Name of the default project to use",
+    )
+    default_project_mode: bool = Field(
+        default=False,
+        description="When True, MCP tools automatically use default_project when no project parameter is specified. Enables simplified UX for single-project workflows.",
    )

    # overridden by ~/.basic-memory/config.json
@@ -151,59 +99,6 @@ class BasicMemoryConfig(BaseSettings):
        description="Database connection URL. For Postgres, use postgresql+asyncpg://user:pass@host:port/db. If not set, SQLite will use default path.",
    )

-    # Semantic search configuration
-    semantic_search_enabled: bool = Field(
-        default_factory=_default_semantic_search_enabled,
-        description="Enable semantic search (vector/hybrid retrieval). Works on both SQLite and Postgres backends. Requires semantic dependencies (included by default).",
-    )
-    semantic_embedding_provider: str = Field(
-        default="fastembed",
-        description="Embedding provider for local semantic indexing/search.",
-    )
-    semantic_embedding_model: str = Field(
-        default="bge-small-en-v1.5",
-        description="Embedding model identifier used by the local provider.",
-    )
-    semantic_embedding_dimensions: int | None = Field(
-        default=None,
-        description="Embedding vector dimensions. Auto-detected from provider if not set (384 for FastEmbed, 1536 for OpenAI).",
-    )
-    semantic_embedding_batch_size: int = Field(
-        default=64,
-        description="Batch size for embedding generation.",
-        gt=0,
-    )
-    semantic_embedding_sync_batch_size: int = Field(
-        default=64,
-        description="Batch size for vector sync orchestration flushes.",
-        gt=0,
-    )
-    semantic_embedding_cache_dir: str | None = Field(
-        default=None,
-        description="Optional cache directory for FastEmbed model artifacts.",
-    )
-    semantic_embedding_threads: int | None = Field(
-        default=None,
-        description="Optional FastEmbed runtime thread count override.",
-        gt=0,
-    )
-    semantic_embedding_parallel: int | None = Field(
-        default=None,
-        description="Optional FastEmbed embed() parallelism override.",
-        gt=0,
-    )
-    semantic_vector_k: int = Field(
-        default=100,
-        description="Vector candidate count for vector and hybrid retrieval.",
-        gt=0,
-    )
-    semantic_min_similarity: float = Field(
-        default=0.55,
-        description="Minimum similarity score for vector search results. Results below this threshold are filtered out. 0.0 disables filtering.",
-        ge=0.0,
-        le=1.0,
-    )
-
    # Database connection pool configuration (Postgres only)
    db_pool_size: int = Field(
        default=20,
@@ -265,26 +160,6 @@ class BasicMemoryConfig(BaseSettings):
        description="Disable automatic permalink generation in frontmatter. When enabled, new notes won't have permalinks added and sync won't update permalinks. Existing permalinks will still work for reading.",
    )

-    write_note_overwrite_default: bool = Field(
-        default=False,
-        description=(
-            "Default value for write_note's overwrite parameter. "
-            "When False (default), write_note errors if note already exists. "
-            "Set to True to restore pre-v0.20 upsert behavior. "
-            "Env: BASIC_MEMORY_WRITE_NOTE_OVERWRITE_DEFAULT"
-        ),
-    )
-
-    ensure_frontmatter_on_sync: bool = Field(
-        default=True,
-        description="Ensure markdown files have frontmatter during sync by adding derived title/type/permalink when missing. When combined with disable_permalinks=True, this setting takes precedence for missing-frontmatter files and still writes permalinks.",
-    )
-
-    permalinks_include_project: bool = Field(
-        default=True,
-        description="When True, generated permalinks are prefixed with the project slug (e.g., 'specs/search'). Existing permalinks remain unchanged unless explicitly updated.",
-    )
-
    skip_initialization_sync: bool = Field(
        default=False,
        description="Skip expensive initialization synchronization. Useful for cloud/stateless deployments where project reconciliation is not needed.",
@@ -336,133 +211,16 @@ class BasicMemoryConfig(BaseSettings):
        description="Basic Memory Cloud host URL",
    )

-    cloud_promo_opt_out: bool = Field(
+    cloud_mode: bool = Field(
        default=False,
-        description="Disable CLI cloud promo messages when true.",
+        description="Enable cloud mode - all requests go to cloud instead of local (config file value)",
    )

-    cloud_promo_first_run_shown: bool = Field(
-        default=False,
-        description="Tracks whether the first-run cloud promo message has been shown.",
+    cloud_projects: Dict[str, CloudProjectConfig] = Field(
+        default_factory=dict,
+        description="Cloud project sync configuration mapping project names to their local paths and sync state",
    )

-    cloud_promo_last_version_shown: Optional[str] = Field(
-        default=None,
-        description="Most recent cloud promo version shown in CLI.",
-    )
-
-    auto_update: bool = Field(
-        default=True,
-        description="Enable automatic CLI update checks and installs when supported.",
-    )
-
-    update_check_interval: int = Field(
-        default=86400,
-        description="Seconds between automatic update checks.",
-        gt=0,
-    )
-
-    auto_update_last_checked_at: Optional[datetime] = Field(
-        default=None,
-        description="Timestamp of the last attempted automatic update check.",
-    )
-
-    cloud_api_key: Optional[str] = Field(
-        default=None,
-        description="API key for cloud access (bmc_ prefixed). Account-level, not per-project.",
-    )
-
-    default_workspace: Optional[str] = Field(
-        default=None,
-        description="Default cloud workspace tenant_id. Set by 'bm cloud workspace set-default'.",
-    )
-
-    @model_validator(mode="before")
-    @classmethod
-    def migrate_legacy_projects(cls, data: Any) -> Any:
-        """Migrate old-format config (Dict[str, str]) to new ProjectEntry format.
-
-        Old format stored projects as three separate dicts:
-          projects:      {"name": "/path"}
-          project_modes: {"name": "cloud"}
-          cloud_projects: {"name": {"local_path": "...", ...}}
-
-        New format unifies them into:
-          projects: {"name": {"path": "/path", "mode": "cloud", ...}}
-
-        Also removes stale keys (default_project_mode, permalinks_include_project)
-        that are no longer part of the config model.
-        """
-        if not isinstance(data, dict):
-            return data
-
-        # --- Remove stale keys from old config versions ---
-        data.pop("default_project_mode", None)
-        data.pop("cloud_mode", None)
-
-        projects = data.get("projects", {})
-        if not projects:
-            return data
-
-        # Check if already in new format — peek at first value
-        first_value = next(iter(projects.values()), None)
-        if isinstance(first_value, str):
-            # Old format: {"name": "/path"} → convert
-            project_modes = data.pop("project_modes", {})
-            cloud_projects = data.pop("cloud_projects", {})
-            new_projects: Dict[str, Any] = {}
-            for name, path in projects.items():
-                entry: Dict[str, Any] = {"path": path}
-                if name in project_modes:
-                    entry["mode"] = project_modes[name]
-                if name in cloud_projects:
-                    cp = cloud_projects[name]
-                    if isinstance(cp, dict):
-                        entry["local_sync_path"] = cp.get("local_path")
-                        entry["bisync_initialized"] = cp.get("bisync_initialized", False)
-                        entry["last_sync"] = cp.get("last_sync")
-                    else:
-                        # Already a CloudProjectConfig-like object
-                        entry["local_sync_path"] = getattr(cp, "local_path", None)
-                        entry["bisync_initialized"] = getattr(cp, "bisync_initialized", False)
-                        entry["last_sync"] = getattr(cp, "last_sync", None)
-                new_projects[name] = entry
-
-            # Pick up cloud_projects entries not already in projects
-            # These are cloud-only projects — path should be the local working
-            # directory (if one exists), local_path goes into local_sync_path for bisync
-            for name, cp in cloud_projects.items():
-                if name not in new_projects:
-                    if isinstance(cp, dict):
-                        local_path = cp.get("local_path", "")
-                        new_projects[name] = {
-                            "path": local_path or "",
-                            "mode": project_modes.get(name, "cloud"),
-                            "local_sync_path": local_path,
-                            "bisync_initialized": cp.get("bisync_initialized", False),
-                            "last_sync": cp.get("last_sync"),
-                        }
-
-            data["projects"] = new_projects
-        else:
-            # New format or dict-based — just clean up stale keys
-            data.pop("project_modes", None)
-            data.pop("cloud_projects", None)
-
-        # --- Promote local_sync_path into path for cloud projects with slug paths ---
-        # Trigger: project entry has local_sync_path set but path is a cloud slug (not absolute)
-        # Why: path must always be the local filesystem path; the cloud remote is derivable
-        # Outcome: path becomes the local directory, local_sync_path kept for backwards compat
-        projects = data.get("projects", {})
-        for name, entry in projects.items():
-            if isinstance(entry, dict):
-                lsp = entry.get("local_sync_path")
-                path = entry.get("path", "")
-                if lsp and not os.path.isabs(path):
-                    entry["path"] = lsp
-
-        return data
-
    @property
    def is_test_env(self) -> bool:
        """Check if running in a test environment.
@@ -480,33 +238,27 @@ class BasicMemoryConfig(BaseSettings):
            or os.getenv("PYTEST_CURRENT_TEST") is not None
        )

-    def get_project_mode(self, project_name: str) -> ProjectMode:
-        """Get the routing mode for a project.
+    @property
+    def cloud_mode_enabled(self) -> bool:
+        """Check if cloud mode is enabled.

-        Returns the per-project mode if set.
-        Unknown projects (not in local config) default to CLOUD —
-        local projects are always registered in config.
+        Priority:
+        1. BASIC_MEMORY_CLOUD_MODE environment variable
+        2. Config file value (cloud_mode)
        """
-        entry = self.projects.get(project_name)
-        return entry.mode if entry else ProjectMode.CLOUD
-
-    def set_project_mode(self, project_name: str, mode: ProjectMode) -> None:
-        """Set the routing mode for a project.
-
-        Creates a minimal ProjectEntry if the project doesn't already exist,
-        preserving backward compatibility with code that sets mode before
-        adding a full project entry.
-        """
-        if project_name in self.projects:
-            self.projects[project_name].mode = mode
-        else:
-            self.projects[project_name] = ProjectEntry(path="", mode=mode)
+        env_value = os.environ.get("BASIC_MEMORY_CLOUD_MODE", "").lower()
+        if env_value in ("true", "1", "yes"):
+            return True
+        elif env_value in ("false", "0", "no"):
+            return False
+        # Fall back to config file value
+        return self.cloud_mode

    @classmethod
    def for_cloud_tenant(
        cls,
        database_url: str,
-        projects: Optional[Dict[str, "ProjectEntry"]] = None,
+        projects: Optional[Dict[str, str]] = None,
    ) -> "BasicMemoryConfig":
        """Create config for cloud tenant - no config.json, database is source of truth.

@@ -528,6 +280,7 @@ class BasicMemoryConfig(BaseSettings):
            database_backend=DatabaseBackend.POSTGRES,
            database_url=database_url,
            projects=projects or {},
+            cloud_mode=True,
            skip_initialization_sync=True,
        )

@@ -543,7 +296,7 @@ class BasicMemoryConfig(BaseSettings):
        if name not in self.projects:
            raise ValueError(f"Project '{name}' not found in configuration")

-        return Path(self.projects[name].path)
+        return Path(self.projects[name])

    def model_post_init(self, __context: Any) -> None:
        """Ensure configuration is valid after initialization."""
@@ -551,25 +304,15 @@ class BasicMemoryConfig(BaseSettings):
        if self.database_backend == DatabaseBackend.POSTGRES:  # pragma: no cover
            return  # pragma: no cover

-        # Trigger: no projects configured (fresh install or empty config)
-        # Why: every config needs at least one project to be functional
-        # Outcome: creates "main" project using BASIC_MEMORY_HOME or ~/basic-memory
-        if not self.projects:
-            self.projects["main"] = ProjectEntry(
-                path=str(Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory")))
+        # Ensure at least one project exists; if none exist then create main
+        if not self.projects:  # pragma: no cover
+            self.projects["main"] = str(
+                Path(os.getenv("BASIC_MEMORY_HOME", Path.home() / "basic-memory"))
            )

-        # Trigger: default_project was not explicitly provided in the input data
-        #          (config file omitted the key, or BasicMemoryConfig() called with no args)
-        # Why: callers like get_project_config() expect a valid project name;
-        #      but explicit None (discovery mode) must be preserved
-        # Outcome: sets default_project to the first available project
-        if "default_project" not in self.model_fields_set:
-            self.default_project = next(iter(self.projects.keys()))
-        # Trigger: default_project was explicitly set but references a non-existent project
-        # Why: project may have been removed or renamed since config was saved
-        # Outcome: corrects to the first available project
-        elif self.default_project is not None and self.default_project not in self.projects:
+        # Ensure default project is valid (i.e. points to an existing project)
+        if self.default_project not in self.projects:  # pragma: no cover
+            # Set default to first available project
            self.default_project = next(iter(self.projects.keys()))

    @property
@@ -578,11 +321,8 @@ class BasicMemoryConfig(BaseSettings):

        This is the single database that will store all knowledge data
        across all projects.
-
-        Uses BASIC_MEMORY_CONFIG_DIR when set so each process/worktree can
-        isolate both config and database state.
        """
-        database_path = self.data_dir_path / APP_DATABASE_NAME
+        database_path = Path.home() / DATA_DIR_NAME / APP_DATABASE_NAME
        if not database_path.exists():  # pragma: no cover
            database_path.parent.mkdir(parents=True, exist_ok=True)
            database_path.touch()
@@ -604,10 +344,7 @@ class BasicMemoryConfig(BaseSettings):
    @property
    def project_list(self) -> List[ProjectConfig]:  # pragma: no cover
        """Get all configured projects as ProjectConfig objects."""
-        return [
-            ProjectConfig(name=name, home=Path(entry.path), mode=entry.mode)
-            for name, entry in self.projects.items()
-        ]
+        return [ProjectConfig(name=name, home=Path(path)) for name, path in self.projects.items()]

    @model_validator(mode="after")
    def ensure_project_paths_exists(self) -> "BasicMemoryConfig":  # pragma: no cover
@@ -620,11 +357,8 @@ class BasicMemoryConfig(BaseSettings):
        if self.database_backend == DatabaseBackend.POSTGRES:
            return self

-        for name, entry in self.projects.items():
-            path = Path(entry.path)
-            # Skip cloud-only projects whose path is a slug, not a local directory
-            if not path.is_absolute():
-                continue
+        for name, path_value in self.projects.items():
+            path = Path(path_value)
            if not path.exists():
                try:
                    path.mkdir(parents=True)
@@ -634,13 +368,8 @@ class BasicMemoryConfig(BaseSettings):
        return self

    @property
-    def data_dir_path(self) -> Path:
-        """Get app state directory for config and default SQLite database."""
-        if config_dir := os.getenv("BASIC_MEMORY_CONFIG_DIR"):
-            return Path(config_dir)
-
-        home = os.getenv("HOME", Path.home())
-        return Path(home) / DATA_DIR_NAME
+    def data_dir_path(self):
+        return Path.home() / DATA_DIR_NAME


 # Module-level cache for configuration
@@ -690,33 +419,6 @@ class ConfigManager:
            try:
                file_data = json.loads(self.config_file.read_text(encoding="utf-8"))

-                # Detect legacy format before model validators strip stale keys
-                _STALE_KEYS = {
-                    "default_project_mode",
-                    "project_modes",
-                    "cloud_projects",
-                    "cloud_mode",
-                }
-                needs_resave = bool(_STALE_KEYS & file_data.keys())
-
-                # Check if projects dict uses old string-value format
-                projects_raw = file_data.get("projects", {})
-                if projects_raw:
-                    first_val = next(iter(projects_raw.values()), None)
-                    if isinstance(first_val, str):
-                        needs_resave = True
-
-                # Check if any project has local_sync_path set but path is a cloud slug
-                # (will be migrated by migrate_legacy_projects validator)
-                if not needs_resave:
-                    for entry_data in projects_raw.values():
-                        if isinstance(entry_data, dict):
-                            lsp = entry_data.get("local_sync_path")
-                            p = entry_data.get("path", "")
-                            if lsp and not os.path.isabs(p):
-                                needs_resave = True
-                                break
-
                # First, create config from environment variables (Pydantic will read them)
                # Then overlay with file data for fields that aren't set via env vars
                # This ensures env vars take precedence
@@ -738,30 +440,10 @@ class ConfigManager:
                        merged_data[field_name] = env_dict[field_name]

                _CONFIG_CACHE = BasicMemoryConfig(**merged_data)
-
-                # Re-save to normalize legacy config into current format
-                if needs_resave:
-                    # Create backup before overwriting so users can revert if needed
-                    backup_path = self.config_file.with_suffix(".json.bak")
-                    shutil.copy2(self.config_file, backup_path)
-                    logger.info(f"Migrating config to current format (backup: {backup_path})")
-                    save_basic_memory_config(self.config_file, _CONFIG_CACHE)
-
                return _CONFIG_CACHE
-            except json.JSONDecodeError as e:  # pragma: no cover
-                logger.error(f"Invalid JSON in config file {self.config_file}: {e}")
-                raise SystemExit(
-                    f"Error: config file is not valid JSON: {self.config_file}\n"
-                    f"  {e}\n"
-                    f"Fix or delete the file and re-run."
-                )
            except Exception as e:  # pragma: no cover
-                logger.error(f"Failed to load config from {self.config_file}: {e}")
-                raise SystemExit(
-                    f"Error: failed to load config from {self.config_file}\n"
-                    f"  {e}\n"
-                    f"Fix or delete the file and re-run."
-                )
+                logger.exception(f"Failed to load config: {e}")
+                raise e
        else:
            config = BasicMemoryConfig()
            self.save_config(config)
@@ -776,15 +458,11 @@ class ConfigManager:

    @property
    def projects(self) -> Dict[str, str]:
-        """Get all configured projects as name -> path mapping.
-
-        Returns the legacy Dict[str, str] format for backward compatibility
-        with code that expects project name -> filesystem path.
-        """
-        return {name: entry.path for name, entry in self.config.projects.items()}
+        """Get all configured projects."""
+        return self.config.projects.copy()

    @property
-    def default_project(self) -> Optional[str]:
+    def default_project(self) -> str:
        """Get the default project name."""
        return self.config.default_project

@@ -794,10 +472,13 @@ class ConfigManager:
        if project_name:  # pragma: no cover
            raise ValueError(f"Project '{name}' already exists")

-        # Load config, modify it, and save it
+        # Ensure the path exists
        project_path = Path(path)
+        project_path.mkdir(parents=True, exist_ok=True)  # pragma: no cover
+
+        # Load config, modify it, and save it
        config = self.load_config()
-        config.projects[name] = ProjectEntry(path=str(project_path))
+        config.projects[name] = str(project_path)
        self.save_config(config)
        return ProjectConfig(name=name, home=project_path)

@@ -829,15 +510,12 @@ class ConfigManager:
        self.save_config(config)

    def get_project(self, name: str) -> Tuple[str, str] | Tuple[None, None]:
-        """Look up a project from the configuration by name or permalink.
-
-        Returns (project_name, path_string) for backward compatibility.
-        """
+        """Look up a project from the configuration by name or permalink"""
        project_permalink = generate_permalink(name)
        app_config = self.config
-        for project_name, entry in app_config.projects.items():
+        for project_name, path in app_config.projects.items():
            if project_permalink == generate_permalink(project_name):
-                return project_name, entry.path
+                return project_name, path
        return None, None


@@ -872,28 +550,14 @@ def get_project_config(project_name: Optional[str] = None) -> ProjectConfig:

    project_permalink = generate_permalink(actual_project_name)

-    for name, entry in app_config.projects.items():
+    for name, path in app_config.projects.items():
        if project_permalink == generate_permalink(name):
-            return ProjectConfig(name=name, home=Path(entry.path))
+            return ProjectConfig(name=name, home=Path(path))

    # otherwise raise error
    raise ValueError(f"Project '{actual_project_name}' not found")  # pragma: no cover


-def has_cloud_credentials(config: BasicMemoryConfig) -> bool:
-    """Check if cloud credentials are available (API key or OAuth token).
-
-    Shared utility used by both MCP tools and CLI commands to determine
-    whether cloud project discovery is possible.
-    """
-    if config.cloud_api_key:
-        return True
-    from basic_memory.cli.auth import CLIAuth
-
-    auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
-    return auth.load_tokens() is not None
-
-
 def save_basic_memory_config(file_path: Path, config: BasicMemoryConfig) -> None:
    """Save configuration to file."""
    try:
@@ -44,101 +44,6 @@ _engine: Optional[AsyncEngine] = None
 _session_maker: Optional[async_sessionmaker[AsyncSession]] = None


-async def _needs_semantic_embedding_backfill(
-    app_config: BasicMemoryConfig,
-    session_maker: async_sessionmaker[AsyncSession],
-) -> bool:
-    """Check if entities exist but vector embeddings are empty.
-
-    This is the reliable way to detect that embeddings need to be generated,
-    regardless of how migrations were applied (fresh DB, upgrade, reset, etc.).
-    """
-    if not app_config.semantic_search_enabled:
-        return False
-
-    try:
-        async with scoped_session(session_maker) as session:
-            entity_count = (
-                await session.execute(text("SELECT COUNT(*) FROM entity"))
-            ).scalar() or 0
-            if entity_count == 0:
-                return False
-
-            # Check if vector chunks table exists and is empty
-            embedding_count = (
-                await session.execute(text("SELECT COUNT(*) FROM search_vector_chunks"))
-            ).scalar() or 0
-
-            return embedding_count == 0
-    except Exception as exc:
-        # Table might not exist yet (pre-migration)
-        logger.debug(f"Could not check embedding status: {exc}")
-        return False
-
-
-async def _run_semantic_embedding_backfill(
-    app_config: BasicMemoryConfig,
-    session_maker: async_sessionmaker[AsyncSession],
-) -> None:
-    """Backfill semantic embeddings for all active projects/entities."""
-    if not app_config.semantic_search_enabled:
-        logger.info("Skipping automatic semantic embedding backfill: semantic search is disabled.")
-        return
-
-    async with scoped_session(session_maker) as session:
-        project_result = await session.execute(
-            text("SELECT id, name FROM project WHERE is_active = :is_active ORDER BY id"),
-            {"is_active": True},
-        )
-        projects = [(int(row[0]), str(row[1])) for row in project_result.fetchall()]
-
-    if not projects:
-        logger.info("Skipping automatic semantic embedding backfill: no active projects found.")
-        return
-
-    repository_class = (
-        PostgresSearchRepository
-        if app_config.database_backend == DatabaseBackend.POSTGRES
-        else SQLiteSearchRepository
-    )
-
-    total_entities = 0
-    for project_id, project_name in projects:
-        async with scoped_session(session_maker) as session:
-            entity_result = await session.execute(
-                text("SELECT id FROM entity WHERE project_id = :project_id ORDER BY id"),
-                {"project_id": project_id},
-            )
-            entity_ids = [int(row[0]) for row in entity_result.fetchall()]
-
-        if not entity_ids:
-            continue
-
-        total_entities += len(entity_ids)
-        logger.info(
-            "Automatic semantic embedding backfill: "
-            f"project={project_name}, entities={len(entity_ids)}"
-        )
-
-        search_repository = repository_class(
-            session_maker,
-            project_id=project_id,
-            app_config=app_config,
-        )
-        batch_result = await search_repository.sync_entity_vectors_batch(entity_ids)
-        if batch_result.entities_failed > 0:
-            logger.warning(
-                "Automatic semantic embedding backfill encountered entity failures: "
-                f"project={project_name}, failed={batch_result.entities_failed}, "
-                f"failed_entity_ids={batch_result.failed_entity_ids}"
-            )
-
-    logger.info(
-        "Automatic semantic embedding backfill complete: "
-        f"projects={len(projects)}, entities={total_entities}"
-    )
-
-
 class DatabaseType(Enum):
    """Types of supported databases."""

@@ -439,33 +344,24 @@ async def engine_session_factory(

    global _engine, _session_maker

-    # Use the same helper function as production code.
-    #
-    # Keep local references so teardown can deterministically dispose the
-    # specific engine created by this context manager, even if other code calls
-    # shutdown_db() and mutates module-level globals mid-test.
-    created_engine, created_session_maker = _create_engine_and_session(db_path, db_type, config)
-    _engine, _session_maker = created_engine, created_session_maker
+    # Use the same helper function as production code
+    _engine, _session_maker = _create_engine_and_session(db_path, db_type, config)

    try:
        # Verify that engine and session maker are initialized
-        if created_engine is None:  # pragma: no cover
+        if _engine is None:  # pragma: no cover
            logger.error("Database engine is None in engine_session_factory")
            raise RuntimeError("Database engine initialization failed")

-        if created_session_maker is None:  # pragma: no cover
+        if _session_maker is None:  # pragma: no cover
            logger.error("Session maker is None in engine_session_factory")
            raise RuntimeError("Session maker initialization failed")

-        yield created_engine, created_session_maker
+        yield _engine, _session_maker
    finally:
-        await created_engine.dispose()
-
-        # Only clear module-level globals if they still point to this context's
-        # engine/session. This avoids clobbering newer globals from other callers.
-        if _engine is created_engine:
+        if _engine:
+            await _engine.dispose()
            _engine = None
-        if _session_maker is created_session_maker:
            _session_maker = None


@@ -478,7 +374,6 @@ async def run_migrations(
    so it's safe to call this multiple times - it will only run pending migrations.
    """
    logger.info("Running database migrations...")
-    temp_engine: AsyncEngine | None = None
    try:
        # Get the absolute path to the alembic directory relative to this file
        alembic_dir = Path(__file__).parent / "alembic"
@@ -503,9 +398,7 @@ async def run_migrations(

        # Get session maker - ensure we don't trigger recursive migration calls
        if _session_maker is None:
-            temp_engine, session_maker = _create_engine_and_session(
-                app_config.database_path, database_type, app_config
-            )
+            _, session_maker = _create_engine_and_session(app_config.database_path, database_type)
        else:
            session_maker = _session_maker

@@ -520,23 +413,6 @@ async def run_migrations(
            await PostgresSearchRepository(session_maker, 1).init_search_index()
        else:
            await SQLiteSearchRepository(session_maker, 1).init_search_index()
-
-        # Check if backfill is needed — actual backfill runs in background
-        # from the MCP server lifespan to avoid blocking startup.
-        if await _needs_semantic_embedding_backfill(app_config, session_maker):
-            logger.info(
-                "Semantic embeddings missing — backfill will run in background after startup"
-            )
-        else:
-            logger.info("Semantic embeddings: up to date")
    except Exception as e:  # pragma: no cover
        logger.error(f"Error running migrations: {e}")
        raise
-    finally:
-        # Trigger: run_migrations() created a temporary engine while module-level
-        # session maker was not initialized.
-        # Why: temporary aiosqlite worker threads can outlive CLI command execution
-        # and block process shutdown if the engine is not disposed.
-        # Outcome: always dispose temporary engines after migration work completes.
-        if temp_engine is not None:
-            await temp_engine.dispose()
@@ -41,12 +41,7 @@ async def get_chatgpt_importer(
    file_service: FileServiceDep,
 ) -> ChatGPTImporter:
    """Create ChatGPTImporter with dependencies."""
-    return ChatGPTImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ChatGPTImporter(project_config.home, markdown_processor, file_service)


 ChatGPTImporterDep = Annotated[ChatGPTImporter, Depends(get_chatgpt_importer)]
@@ -58,12 +53,7 @@ async def get_chatgpt_importer_v2(  # pragma: no cover
    file_service: FileServiceV2Dep,
 ) -> ChatGPTImporter:
    """Create ChatGPTImporter with v2 dependencies."""
-    return ChatGPTImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ChatGPTImporter(project_config.home, markdown_processor, file_service)


 ChatGPTImporterV2Dep = Annotated[ChatGPTImporter, Depends(get_chatgpt_importer_v2)]
@@ -75,12 +65,7 @@ async def get_chatgpt_importer_v2_external(
    file_service: FileServiceV2ExternalDep,
 ) -> ChatGPTImporter:
    """Create ChatGPTImporter with v2 external_id dependencies."""
-    return ChatGPTImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ChatGPTImporter(project_config.home, markdown_processor, file_service)


 ChatGPTImporterV2ExternalDep = Annotated[ChatGPTImporter, Depends(get_chatgpt_importer_v2_external)]
@@ -95,12 +80,7 @@ async def get_claude_conversations_importer(
    file_service: FileServiceDep,
 ) -> ClaudeConversationsImporter:
    """Create ClaudeConversationsImporter with dependencies."""
-    return ClaudeConversationsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeConversationsImporter(project_config.home, markdown_processor, file_service)


 ClaudeConversationsImporterDep = Annotated[
@@ -114,12 +94,7 @@ async def get_claude_conversations_importer_v2(  # pragma: no cover
    file_service: FileServiceV2Dep,
 ) -> ClaudeConversationsImporter:
    """Create ClaudeConversationsImporter with v2 dependencies."""
-    return ClaudeConversationsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeConversationsImporter(project_config.home, markdown_processor, file_service)


 ClaudeConversationsImporterV2Dep = Annotated[
@@ -133,12 +108,7 @@ async def get_claude_conversations_importer_v2_external(
    file_service: FileServiceV2ExternalDep,
 ) -> ClaudeConversationsImporter:
    """Create ClaudeConversationsImporter with v2 external_id dependencies."""
-    return ClaudeConversationsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeConversationsImporter(project_config.home, markdown_processor, file_service)


 ClaudeConversationsImporterV2ExternalDep = Annotated[
@@ -155,12 +125,7 @@ async def get_claude_projects_importer(
    file_service: FileServiceDep,
 ) -> ClaudeProjectsImporter:
    """Create ClaudeProjectsImporter with dependencies."""
-    return ClaudeProjectsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeProjectsImporter(project_config.home, markdown_processor, file_service)


 ClaudeProjectsImporterDep = Annotated[ClaudeProjectsImporter, Depends(get_claude_projects_importer)]
@@ -172,12 +137,7 @@ async def get_claude_projects_importer_v2(  # pragma: no cover
    file_service: FileServiceV2Dep,
 ) -> ClaudeProjectsImporter:
    """Create ClaudeProjectsImporter with v2 dependencies."""
-    return ClaudeProjectsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeProjectsImporter(project_config.home, markdown_processor, file_service)


 ClaudeProjectsImporterV2Dep = Annotated[
@@ -191,12 +151,7 @@ async def get_claude_projects_importer_v2_external(
    file_service: FileServiceV2ExternalDep,
 ) -> ClaudeProjectsImporter:
    """Create ClaudeProjectsImporter with v2 external_id dependencies."""
-    return ClaudeProjectsImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return ClaudeProjectsImporter(project_config.home, markdown_processor, file_service)


 ClaudeProjectsImporterV2ExternalDep = Annotated[
@@ -213,12 +168,7 @@ async def get_memory_json_importer(
    file_service: FileServiceDep,
 ) -> MemoryJsonImporter:
    """Create MemoryJsonImporter with dependencies."""
-    return MemoryJsonImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return MemoryJsonImporter(project_config.home, markdown_processor, file_service)


 MemoryJsonImporterDep = Annotated[MemoryJsonImporter, Depends(get_memory_json_importer)]
@@ -230,12 +180,7 @@ async def get_memory_json_importer_v2(  # pragma: no cover
    file_service: FileServiceV2Dep,
 ) -> MemoryJsonImporter:
    """Create MemoryJsonImporter with v2 dependencies."""
-    return MemoryJsonImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return MemoryJsonImporter(project_config.home, markdown_processor, file_service)


 MemoryJsonImporterV2Dep = Annotated[MemoryJsonImporter, Depends(get_memory_json_importer_v2)]
@@ -247,12 +192,7 @@ async def get_memory_json_importer_v2_external(
    file_service: FileServiceV2ExternalDep,
 ) -> MemoryJsonImporter:
    """Create MemoryJsonImporter with v2 external_id dependencies."""
-    return MemoryJsonImporter(
-        project_config.home,
-        markdown_processor,
-        file_service,
-        project_name=project_config.name,
-    )
+    return MemoryJsonImporter(project_config.home, markdown_processor, file_service)


 MemoryJsonImporterV2ExternalDep = Annotated[
@@ -13,7 +13,6 @@ from typing import Annotated

 from fastapi import Depends

-from basic_memory.deps.config import AppConfigDep
 from basic_memory.deps.db import SessionMakerDep
 from basic_memory.deps.projects import (
    ProjectIdDep,
@@ -148,14 +147,13 @@ RelationRepositoryV2ExternalDep = Annotated[
 async def get_search_repository(
    session_maker: SessionMakerDep,
    project_id: ProjectIdDep,
-    app_config: AppConfigDep,
 ) -> SearchRepository:
    """Create a backend-specific SearchRepository instance for the current project.

    Uses factory function to return SQLiteSearchRepository or PostgresSearchRepository
    based on database backend configuration.
    """
-    return create_search_repository(session_maker, project_id=project_id, app_config=app_config)
+    return create_search_repository(session_maker, project_id=project_id)


 SearchRepositoryDep = Annotated[SearchRepository, Depends(get_search_repository)]
@@ -164,10 +162,9 @@ SearchRepositoryDep = Annotated[SearchRepository, Depends(get_search_repository)
 async def get_search_repository_v2(  # pragma: no cover
    session_maker: SessionMakerDep,
    project_id: ProjectIdPathDep,
-    app_config: AppConfigDep,
 ) -> SearchRepository:
    """Create a SearchRepository instance for v2 API."""
-    return create_search_repository(session_maker, project_id=project_id, app_config=app_config)
+    return create_search_repository(session_maker, project_id=project_id)


 SearchRepositoryV2Dep = Annotated[SearchRepository, Depends(get_search_repository_v2)]
@@ -176,10 +173,9 @@ SearchRepositoryV2Dep = Annotated[SearchRepository, Depends(get_search_repositor
 async def get_search_repository_v2_external(
    session_maker: SessionMakerDep,
    project_id: ProjectExternalIdPathDep,
-    app_config: AppConfigDep,
 ) -> SearchRepository:
    """Create a SearchRepository instance for v2 API (uses external_id)."""
-    return create_search_repository(session_maker, project_id=project_id, app_config=app_config)
+    return create_search_repository(session_maker, project_id=project_id)


 SearchRepositoryV2ExternalDep = Annotated[
@@ -8,8 +8,6 @@ This module provides service-layer dependencies:
 """

 import asyncio
-import os
-from pathlib import Path
 from typing import Annotated, Any, Callable, Coroutine, Mapping, Protocol

 from fastapi import Depends
@@ -309,13 +307,11 @@ async def get_context_service(
    search_repository: SearchRepositoryDep,
    entity_repository: EntityRepositoryDep,
    observation_repository: ObservationRepositoryDep,
-    link_resolver: LinkResolverDep,
 ) -> ContextService:
    return ContextService(
        search_repository=search_repository,
        entity_repository=entity_repository,
        observation_repository=observation_repository,
-        link_resolver=link_resolver,
    )


@@ -326,14 +322,12 @@ async def get_context_service_v2(  # pragma: no cover
    search_repository: SearchRepositoryV2Dep,
    entity_repository: EntityRepositoryV2Dep,
    observation_repository: ObservationRepositoryV2Dep,
-    link_resolver: LinkResolverV2Dep,
 ) -> ContextService:
    """Create ContextService for v2 API."""
    return ContextService(
        search_repository=search_repository,
        entity_repository=entity_repository,
        observation_repository=observation_repository,
-        link_resolver=link_resolver,
    )


@@ -344,14 +338,12 @@ async def get_context_service_v2_external(
    search_repository: SearchRepositoryV2ExternalDep,
    entity_repository: EntityRepositoryV2ExternalDep,
    observation_repository: ObservationRepositoryV2ExternalDep,
-    link_resolver: LinkResolverV2ExternalDep,
 ) -> ContextService:
    """Create ContextService for v2 API (uses external_id)."""
    return ContextService(
        search_repository=search_repository,
        entity_repository=entity_repository,
        observation_repository=observation_repository,
-        link_resolver=link_resolver,
    )


@@ -454,22 +446,13 @@ def _log_task_failure(completed: asyncio.Task) -> None:


 class LocalTaskScheduler:
-    """Default scheduler that runs tasks in-process via asyncio.create_task.
-
-    In test mode (BASIC_MEMORY_ENV=test), tasks run as no-ops to avoid
-    background asyncio tasks racing against test teardown and causing
-    SQLite 'cannot commit transaction' errors.
-    """
+    """Default scheduler that runs tasks in-process via asyncio.create_task."""

    def __init__(
        self,
        handlers: Mapping[str, Callable[..., Coroutine[Any, Any, None]]],
-        test_mode: bool | None = None,
    ) -> None:
        self._handlers = handlers
-        self._test_mode = (
-            test_mode if test_mode is not None else os.environ.get("BASIC_MEMORY_ENV") == "test"
-        )

    def schedule(self, task_name: str, **payload: Any) -> None:
        handler = self._handlers.get(task_name)
@@ -478,15 +461,6 @@ class LocalTaskScheduler:
        # Outcome: fail fast to surface misconfiguration
        if not handler:
            raise ValueError(f"Unknown task name: {task_name}")
-
-        # Trigger: running inside pytest (BASIC_MEMORY_ENV=test)
-        # Why: background create_task() outlives test fixtures and races
-        #      against engine disposal, causing flaky SQLite errors
-        # Outcome: skip background scheduling; tests exercise the sync
-        #          codepaths directly when they need to
-        if self._test_mode:
-            return
-
        task = asyncio.create_task(handler(**payload))
        task.add_done_callback(_log_task_failure)

@@ -496,12 +470,9 @@ async def get_task_scheduler(
    sync_service: SyncServiceV2ExternalDep,
    search_service: SearchServiceV2ExternalDep,
    project_config: ProjectConfigV2ExternalDep,
-    app_config: AppConfigDep,
 ) -> TaskScheduler:
    """Create a scheduler that maps task specs to coroutines."""

-    scheduler: LocalTaskScheduler | None = None
-
    async def _reindex_entity(
        entity_id: int,
        resolve_relations: bool = False,
@@ -513,18 +484,10 @@ async def get_task_scheduler(
        # Outcome: updates unresolved relations pointing to this entity
        if resolve_relations:
            await sync_service.resolve_relations(entity_id=entity_id)
-        # Trigger: semantic search enabled in local config.
-        # Why: vector chunks are derived and should refresh after canonical reindex completes.
-        # Outcome: schedules out-of-band vector sync without extending write latency.
-        if app_config.semantic_search_enabled and scheduler is not None:
-            scheduler.schedule("sync_entity_vectors", entity_id=entity_id)

    async def _resolve_relations(entity_id: int, **_: Any) -> None:
        await sync_service.resolve_relations(entity_id=entity_id)

-    async def _sync_entity_vectors(entity_id: int, **_: Any) -> None:
-        await search_service.sync_entity_vectors(entity_id)
-
    async def _sync_project(force_full: bool = False, **_: Any) -> None:
        await sync_service.sync(
            project_config.home,
@@ -535,17 +498,14 @@ async def get_task_scheduler(
    async def _reindex_project(**_: Any) -> None:
        await search_service.reindex_all()

-    scheduler = LocalTaskScheduler(
+    return LocalTaskScheduler(
        {
            "reindex_entity": _reindex_entity,
            "resolve_relations": _resolve_relations,
-            "sync_entity_vectors": _sync_entity_vectors,
            "sync_project": _sync_project,
            "reindex_project": _reindex_project,
-        },
-        test_mode=app_config.is_test_env,
+        }
    )
-    return scheduler


 TaskSchedulerDep = Annotated[TaskScheduler, Depends(get_task_scheduler)]
@@ -556,15 +516,9 @@ TaskSchedulerDep = Annotated[TaskScheduler, Depends(get_task_scheduler)]

 async def get_project_service(
    project_repository: ProjectRepositoryDep,
-    app_config: AppConfigDep,
 ) -> ProjectService:
-    """Create ProjectService with repository and a system-level FileService for directory operations."""
-    # A system-level FileService for project directory creation (no project-specific base_path needed).
-    # ensure_directory() accepts absolute paths and ignores base_path for those, so Path.home() is safe.
-    entity_parser = EntityParser(Path.home())
-    markdown_processor = MarkdownProcessor(entity_parser, app_config=app_config)
-    file_service = FileService(Path.home(), markdown_processor, app_config=app_config)
-    return ProjectService(repository=project_repository, file_service=file_service)
+    """Create ProjectService with repository."""
+    return ProjectService(repository=project_repository)


 ProjectServiceDep = Annotated[ProjectService, Depends(get_project_service)]
@@ -8,7 +8,6 @@ from typing import TYPE_CHECKING, Any, Optional, TypeVar
 from basic_memory.markdown.markdown_processor import MarkdownProcessor
 from basic_memory.markdown.schemas import EntityMarkdown
 from basic_memory.schemas.importer import ImportResult
-from basic_memory.utils import build_canonical_permalink, generate_permalink

 if TYPE_CHECKING:  # pragma: no cover
    from basic_memory.services.file_service import FileService
@@ -30,7 +29,6 @@ class Importer[T: ImportResult]:
        base_path: Path,
        markdown_processor: MarkdownProcessor,
        file_service: "FileService",
-        project_name: Optional[str] = None,
    ):
        """Initialize the import service.

@@ -42,8 +40,6 @@ class Importer[T: ImportResult]:
        self.base_path = base_path.resolve()  # Get absolute path
        self.markdown_processor = markdown_processor
        self.file_service = file_service
-        self.project_name = project_name
-        self.project_permalink = generate_permalink(project_name) if project_name else None

    @abstractmethod
    async def import_data(self, source_data, destination_folder: str, **kwargs: Any) -> T:
@@ -77,26 +73,6 @@ class Importer[T: ImportResult]:
        # FileService.write_file handles directory creation and returns checksum
        return await self.file_service.write_file(file_path, content)

-    def canonical_permalink(self, path: str) -> str:
-        """Build a canonical permalink for imported content."""
-        include_project = True
-        # Trigger: importer has app config with permalink prefixing flag
-        # Why: imported notes should align with canonical permalink format
-        # Outcome: include project prefix when enabled
-        if self.file_service.app_config is not None:
-            include_project = self.file_service.app_config.permalinks_include_project
-
-        return build_canonical_permalink(
-            self.project_permalink,
-            path,
-            include_project=include_project,
-        )
-
-    def build_import_paths(self, path: str) -> tuple[str, str]:
-        """Return (permalink, file_path) for an imported entity."""
-        permalink = self.canonical_permalink(path)
-        return permalink, f"{path}.md"
-
    async def ensure_folder_exists(self, folder: str) -> None:
        """Ensure folder exists using FileService.

@@ -51,20 +51,11 @@ class ChatGPTImporter(Importer[ChatImportResult]):
            chats_imported = 0

            for chat in conversations:
-                created_at = chat["create_time"]
-                date_prefix = datetime.fromtimestamp(created_at).astimezone().strftime("%Y%m%d")
-                clean_title = clean_filename(chat["title"])
-                relative_path = (
-                    f"{destination_folder}/{date_prefix}-{clean_title}"
-                    if destination_folder
-                    else f"{date_prefix}-{clean_title}"
-                )
-                permalink, file_path = self.build_import_paths(relative_path)
-
                # Convert to entity
-                entity = self._format_chat_content(chat, permalink)
+                entity = self._format_chat_content(destination_folder, chat)

                # Write file using relative path - FileService handles base_path
+                file_path = f"{entity.frontmatter.metadata['permalink']}.md"
                await self.write_entity(entity, file_path)

                # Count messages
@@ -92,7 +83,7 @@ class ChatGPTImporter(Importer[ChatImportResult]):
            return self.handle_error("Failed to import ChatGPT conversations", e)

    def _format_chat_content(
-        self, conversation: Dict[str, Any], permalink: str
+        self, folder: str, conversation: Dict[str, Any]
    ) -> EntityMarkdown:  # pragma: no cover
        """Convert chat conversation to Basic Memory entity.

@@ -114,6 +105,10 @@ class ChatGPTImporter(Importer[ChatImportResult]):
                root_id = node_id
                break

+        # Generate permalink
+        date_prefix = datetime.fromtimestamp(created_at).astimezone().strftime("%Y%m%d")
+        clean_title = clean_filename(conversation["title"])
+
        # Format content
        content = self._format_chat_markdown(
            title=conversation["title"],
@@ -131,7 +126,7 @@ class ChatGPTImporter(Importer[ChatImportResult]):
                    "title": conversation["title"],
                    "created": format_timestamp(created_at),
                    "modified": format_timestamp(modified_at),
-                    "permalink": permalink,
+                    "permalink": f"{folder}/{date_prefix}-{clean_title}",
                }
            ),
            content=content,
@@ -54,27 +54,18 @@ class ClaudeConversationsImporter(Importer[ChatImportResult]):
            for chat in conversations:
                # Get name, providing default for unnamed conversations
                chat_name = chat.get("name") or f"Conversation {chat.get('uuid', 'untitled')}"
-                date_prefix = datetime.fromisoformat(
-                    chat["created_at"].replace("Z", "+00:00")
-                ).strftime("%Y%m%d")
-                clean_title = clean_filename(chat_name)
-                relative_path = (
-                    f"{destination_folder}/{date_prefix}-{clean_title}"
-                    if destination_folder
-                    else f"{date_prefix}-{clean_title}"
-                )
-                permalink, file_path = self.build_import_paths(relative_path)

                # Convert to entity
                entity = self._format_chat_content(
+                    folder=destination_folder,
                    name=chat_name,
                    messages=chat["chat_messages"],
                    created_at=chat["created_at"],
                    modified_at=chat["updated_at"],
-                    permalink=permalink,
                )

                # Write file using relative path - FileService handles base_path
+                file_path = f"{entity.frontmatter.metadata['permalink']}.md"
                await self.write_entity(entity, file_path)

                chats_imported += 1
@@ -93,11 +84,11 @@ class ClaudeConversationsImporter(Importer[ChatImportResult]):

    def _format_chat_content(
        self,
+        folder: str,
        name: str,
        messages: List[Dict[str, Any]],
        created_at: str,
        modified_at: str,
-        permalink: str,
    ) -> EntityMarkdown:
        """Convert chat messages to Basic Memory entity format.

@@ -111,6 +102,11 @@ class ClaudeConversationsImporter(Importer[ChatImportResult]):
        Returns:
            EntityMarkdown instance representing the conversation.
        """
+        # Generate permalink using folder name (relative path)
+        date_prefix = datetime.fromisoformat(created_at.replace("Z", "+00:00")).strftime("%Y%m%d")
+        clean_title = clean_filename(name)
+        permalink = f"{folder}/{date_prefix}-{clean_title}"
+
        # Format content
        content = self._format_chat_markdown(
            name=name,
@@ -63,28 +63,17 @@ class ClaudeProjectsImporter(Importer[ProjectImportResult]):
                await self.file_service.ensure_directory(docs_dir)

                # Import prompt template if it exists
-                if project.get("prompt_template"):
-                    prompt_path = (
-                        f"{destination_folder}/{project_dir}/prompt-template"
-                        if destination_folder
-                        else f"{project_dir}/prompt-template"
-                    )
-                    permalink, file_path = self.build_import_paths(prompt_path)
-                    prompt_entity = self._format_prompt_markdown(project, permalink)
-                    if prompt_entity:
-                        await self.write_entity(prompt_entity, file_path)
+                if prompt_entity := self._format_prompt_markdown(project, destination_folder):
+                    # Write file using relative path - FileService handles base_path
+                    file_path = f"{prompt_entity.frontmatter.metadata['permalink']}.md"
+                    await self.write_entity(prompt_entity, file_path)
                    prompts_imported += 1

                # Import project documents
                for doc in project.get("docs", []):
-                    doc_file = clean_filename(doc["filename"])
-                    doc_path = (
-                        f"{destination_folder}/{project_dir}/docs/{doc_file}"
-                        if destination_folder
-                        else f"{project_dir}/docs/{doc_file}"
-                    )
-                    permalink, file_path = self.build_import_paths(doc_path)
-                    entity = self._format_project_markdown(project, doc, permalink)
+                    entity = self._format_project_markdown(project, doc, destination_folder)
+                    # Write file using relative path - FileService handles base_path
+                    file_path = f"{entity.frontmatter.metadata['permalink']}.md"
                    await self.write_entity(entity, file_path)
                    docs_imported += 1

@@ -100,7 +89,7 @@ class ClaudeProjectsImporter(Importer[ProjectImportResult]):
            return self.handle_error("Failed to import Claude projects", e)

    def _format_project_markdown(
-        self, project: Dict[str, Any], doc: Dict[str, Any], permalink: str
+        self, project: Dict[str, Any], doc: Dict[str, Any], destination_folder: str = ""
    ) -> EntityMarkdown:
        """Format a project document as a Basic Memory entity.

@@ -116,6 +105,17 @@ class ClaudeProjectsImporter(Importer[ProjectImportResult]):
        created_at = doc.get("created_at") or project["created_at"]
        modified_at = project["updated_at"]

+        # Generate clean names for organization
+        project_dir = clean_filename(project["name"])
+        doc_file = clean_filename(doc["filename"])
+
+        # Build permalink with optional destination folder prefix
+        permalink = (
+            f"{destination_folder}/{project_dir}/docs/{doc_file}"
+            if destination_folder
+            else f"{project_dir}/docs/{doc_file}"
+        )
+
        # Create entity
        entity = EntityMarkdown(
            frontmatter=EntityFrontmatter(
@@ -136,7 +136,7 @@ class ClaudeProjectsImporter(Importer[ProjectImportResult]):
        return entity

    def _format_prompt_markdown(
-        self, project: Dict[str, Any], permalink: str
+        self, project: Dict[str, Any], destination_folder: str = ""
    ) -> Optional[EntityMarkdown]:
        """Format project prompt template as a Basic Memory entity.

@@ -155,6 +155,16 @@ class ClaudeProjectsImporter(Importer[ProjectImportResult]):
        created_at = project["created_at"]
        modified_at = project["updated_at"]

+        # Generate clean project directory name
+        project_dir = clean_filename(project["name"])
+
+        # Build permalink with optional destination folder prefix
+        permalink = (
+            f"{destination_folder}/{project_dir}/prompt-template"
+            if destination_folder
+            else f"{project_dir}/prompt-template"
+        )
+
        # Create entity
        entity = EntityMarkdown(
            frontmatter=EntityFrontmatter(
@@ -80,12 +80,11 @@ class MemoryJsonImporter(Importer[EntityImportResult]):
                entity_type = entity_data.get("entityType") or entity_data.get("type") or "entity"

                # Build permalink with optional destination folder prefix
-                relative_path = (
+                permalink = (
                    f"{destination_folder}/{entity_type}/{name}"
                    if destination_folder
                    else f"{entity_type}/{name}"
                )
-                permalink, file_path = self.build_import_paths(relative_path)

                # Ensure entity type directory exists using FileService with relative path
                entity_type_dir = (
@@ -110,6 +109,7 @@ class MemoryJsonImporter(Importer[EntityImportResult]):
                )

                # Write file using relative path - FileService handles base_path
+                file_path = f"{entity.frontmatter.metadata['permalink']}.md"
                await self.write_entity(entity, file_path)
                entities_created += 1

@@ -88,22 +88,6 @@ def normalize_frontmatter_value(value: Any) -> Any:
    return value


-def _coerce_to_string(value: Any) -> str:
-    """Coerce a frontmatter value to a string.
-
-    YAML can parse scalar-looking fields as lists when the author uses block
-    sequence syntax.  For fields like ``title`` and ``type`` that *must* be
-    strings, this helper converts lists to a comma-separated string and any
-    other non-string type via ``str()``.
-    """
-    if isinstance(value, str):
-        return value
-    if isinstance(value, list):
-        # Join list items, converting each to string first
-        return ", ".join(str(item) for item in value)
-    return str(value)
-
-
 def normalize_frontmatter_metadata(metadata: dict) -> dict:
    """Normalize all values in frontmatter metadata dict.

@@ -249,15 +233,9 @@ class EntityParser:

        content = strip_bom(content)

-        # Parse frontmatter with proper error handling for malformed YAML.
-        # We use frontmatter.parse() instead of frontmatter.loads() because
-        # loads() does Post(content, handler, **metadata), which crashes when
-        # the YAML contains reserved keys like 'content' or 'handler'.
-        # See basic-memory-cloud#375.
+        # Parse frontmatter with proper error handling for malformed YAML
        try:
-            fm_metadata, fm_content = frontmatter.parse(content)
-            post = frontmatter.Post(fm_content)
-            post.metadata.update(fm_metadata)
+            post = frontmatter.loads(content)
        except yaml.YAMLError as e:
            logger.warning(
                f"Failed to parse YAML frontmatter in {file_path}: {e}. "
@@ -270,22 +248,15 @@ class EntityParser:
        # Normalize frontmatter values
        metadata = normalize_frontmatter_metadata(post.metadata)

-        # Ensure required string fields are always strings.
-        # YAML can parse these as lists when authors use block sequence syntax
-        # (e.g. "title:\n  - My Title"), causing 'list' has no attribute 'strip'
-        # downstream.  See basic-memory-cloud#376.
+        # Ensure required fields have defaults
        title = metadata.get("title")
-        if title is not None:
-            title = _coerce_to_string(title)
        if not title or title == "None":
            metadata["title"] = file_path.stem
        else:
            metadata["title"] = title

-        note_type = metadata.get("type")
-        if note_type is not None:
-            note_type = _coerce_to_string(note_type)
-        metadata["type"] = note_type if note_type is not None else "note"
+        entity_type = metadata.get("type")
+        metadata["type"] = entity_type if entity_type is not None else "note"

        tags = parse_tags(metadata.get("tags", []))  # pyright: ignore
        if tags:
@@ -1,8 +1,6 @@
 """Markdown-it plugins for Basic Memory markdown parsing."""

 from typing import List, Any, Dict
-
-from basic_memory.utils import normalize_project_reference
 from markdown_it import MarkdownIt
 from markdown_it.token import Token

@@ -116,7 +114,7 @@ def parse_relation(token: Token) -> Dict[str, Any] | None:
            rel_type = before

        # Get target
-        target = normalize_project_reference(content[start + 2 : end].strip())
+        target = content[start + 2 : end].strip()

        # Look for context after
        after = content[end + 2 :].strip()
@@ -162,7 +160,7 @@ def parse_inline_relations(content: str) -> List[Dict[str, Any]]:
            # No matching ]] found
            break

-        target = normalize_project_reference(content[start + 2 : end].strip())
+        target = content[start + 2 : end].strip()
        if target:
            relations.append({"type": "links_to", "target": target, "context": None})

@@ -50,7 +50,7 @@ def entity_model_from_markdown(

    # Update basic fields
    model.title = markdown.frontmatter.title
-    model.note_type = markdown.frontmatter.type
+    model.entity_type = markdown.frontmatter.type
    # Only update permalink if it exists in frontmatter, otherwise preserve existing
    if markdown.frontmatter.permalink is not None:
        model.permalink = markdown.frontmatter.permalink
@@ -86,7 +86,7 @@ async def schema_to_markdown(schema: Any) -> Post:
    Convert schema to markdown Post object.

    Args:
-        schema: Schema to convert (must have title, note_type, and permalink attributes)
+        schema: Schema to convert (must have title, entity_type, and permalink attributes)

    Returns:
        Post object with frontmatter metadata
@@ -113,7 +113,7 @@ async def schema_to_markdown(schema: Any) -> Post:
    post = Post(
        content,
        title=schema.title,
-        type=schema.note_type,
+        type=schema.entity_type,
    )
    # set the permalink if passed in
    if schema.permalink:
@@ -1,211 +1,169 @@
 import os
-from contextlib import AbstractAsyncContextManager, asynccontextmanager
+from contextlib import asynccontextmanager, AbstractAsyncContextManager
 from typing import AsyncIterator, Callable, Optional

 from httpx import ASGITransport, AsyncClient, Timeout
 from loguru import logger

 from basic_memory.api.app import app as fastapi_app
-from basic_memory.config import ConfigManager, ProjectMode
+from basic_memory.config import ConfigManager


 def _force_local_mode() -> bool:
-    """Check if local mode is forced via environment variable."""
+    """Check if local mode is forced via environment variable.
+
+    This allows commands like `bm mcp` to force local routing even when
+    cloud_mode_enabled is True in config. The local MCP server should
+    always talk to the local API, not the cloud proxy.
+
+    Returns:
+        True if BASIC_MEMORY_FORCE_LOCAL is set to a truthy value
+    """
    return os.environ.get("BASIC_MEMORY_FORCE_LOCAL", "").lower() in ("true", "1", "yes")


-def _force_cloud_mode() -> bool:
-    """Check if cloud mode is forced via environment variable."""
-    return os.environ.get("BASIC_MEMORY_FORCE_CLOUD", "").lower() in ("true", "1", "yes")
-
-
-def _explicit_routing() -> bool:
-    """Check if CLI --local/--cloud flag was explicitly passed."""
-    return os.environ.get("BASIC_MEMORY_EXPLICIT_ROUTING", "").lower() in ("true", "1", "yes")
-
-
-def _build_timeout() -> Timeout:
-    """Create a standard timeout config used across all clients."""
-    return Timeout(
-        connect=10.0,
-        read=30.0,
-        write=30.0,
-        pool=30.0,
-    )
-
-
-def _asgi_client(timeout: Timeout) -> AsyncClient:
-    """Create a local ASGI client."""
-    return AsyncClient(
-        transport=ASGITransport(app=fastapi_app), base_url="http://test", timeout=timeout
-    )
-
-
-async def _resolve_cloud_token(config) -> str:
-    """Resolve cloud token with API key preferred, OAuth fallback."""
-    token = config.cloud_api_key
-    if token:
-        return token
-
-    from basic_memory.cli.auth import CLIAuth
-
-    auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
-    token = await auth.get_valid_token()
-    if token:
-        return token
-
-    raise RuntimeError(
-        "Cloud routing requested but no credentials found. "
-        "Run 'bm cloud api-key save <key>' or 'bm cloud login' first."
-    )
-
-
-@asynccontextmanager
-async def _cloud_client(
-    config,
-    timeout: Timeout,
-    workspace: Optional[str] = None,
-) -> AsyncIterator[AsyncClient]:
-    """Create a cloud proxy client with resolved credentials."""
-    token = await _resolve_cloud_token(config)
-    proxy_base_url = f"{config.cloud_host}/proxy"
-    headers = {"Authorization": f"Bearer {token}"}
-    if workspace:
-        headers["X-Workspace-ID"] = workspace
-    logger.info(f"Creating HTTP client for cloud proxy at: {proxy_base_url}")
-    async with AsyncClient(
-        base_url=proxy_base_url,
-        headers=headers,
-        timeout=timeout,
-    ) as client:
-        yield client
-
-
-@asynccontextmanager
-async def get_cloud_control_plane_client() -> AsyncIterator[AsyncClient]:
-    """Create a control-plane cloud client for endpoints outside /proxy."""
-    config = ConfigManager().config
-    timeout = _build_timeout()
-    token = await _resolve_cloud_token(config)
-    logger.info(f"Creating HTTP client for cloud control plane at: {config.cloud_host}")
-    async with AsyncClient(
-        base_url=config.cloud_host,
-        headers={"Authorization": f"Bearer {token}"},
-        timeout=timeout,
-    ) as client:
-        yield client
-
-
 # Optional factory override for dependency injection
 _client_factory: Optional[Callable[[], AbstractAsyncContextManager[AsyncClient]]] = None


 def set_client_factory(factory: Callable[[], AbstractAsyncContextManager[AsyncClient]]) -> None:
-    """Override the default client factory (for cloud app, testing, etc)."""
+    """Override the default client factory (for cloud app, testing, etc).
+
+    Args:
+        factory: An async context manager that yields an AsyncClient
+
+    Example:
+        @asynccontextmanager
+        async def custom_client_factory():
+            async with AsyncClient(...) as client:
+                yield client
+
+        set_client_factory(custom_client_factory)
+    """
    global _client_factory
    _client_factory = factory


-def is_factory_mode() -> bool:
-    """Return True when a client factory override is active (e.g., cloud app)."""
-    return _client_factory is not None
-
-
@asynccontextmanager
-async def get_cloud_proxy_client(
-    workspace: Optional[str] = None,
-) -> AsyncIterator[AsyncClient]:
-    """Create a cloud proxy client for project-level operations.
-
-    Used by MCP tools to fetch cloud project lists independently of the
-    default get_client() routing, which always goes through the local ASGI
-    transport in stdio mode.
-    """
-    config = ConfigManager().config
-    timeout = _build_timeout()
-    async with _cloud_client(config, timeout, workspace=workspace) as client:
-        yield client
-
-
-@asynccontextmanager
-async def get_client(
-    project_name: Optional[str] = None,
-    workspace: Optional[str] = None,
-) -> AsyncIterator[AsyncClient]:
+async def get_client() -> AsyncIterator[AsyncClient]:
    """Get an AsyncClient as a context manager.

-    Routing priority:
-    1. Factory injection.
-    2. Explicit routing flags (--local/--cloud).
-    3. Per-project mode routing when project_name is provided.
-    4. Local ASGI transport by default.
+    This function provides proper resource management for HTTP clients,
+    ensuring connections are closed after use. It supports three modes:
+
+    1. **Factory injection** (cloud app, tests):
+       If a custom factory is set via set_client_factory(), use that.
+
+    2. **CLI cloud mode**:
+       When cloud_mode_enabled is True, create HTTP client with auth
+       token from CLIAuth for requests to cloud proxy endpoint.
+
+    3. **Local mode** (default):
+       Use ASGI transport for in-process requests to local FastAPI app.
+
+    Usage:
+        async with get_client() as client:
+            response = await client.get("/path")
+
+    Yields:
+        AsyncClient: Configured HTTP client for the current mode
+
+    Raises:
+        RuntimeError: If cloud mode is enabled but user is not authenticated
    """
    if _client_factory:
+        # Use injected factory (cloud app, tests)
        async with _client_factory() as client:
            yield client
-        return
+    else:
+        # Default: create based on config
+        config = ConfigManager().config
+        timeout = Timeout(
+            connect=10.0,  # 10 seconds for connection
+            read=30.0,  # 30 seconds for reading response
+            write=30.0,  # 30 seconds for writing request
+            pool=30.0,  # 30 seconds for connection pool
+        )

-    config = ConfigManager().config
-    timeout = _build_timeout()
-
-    # --- Explicit routing override ---
-    # Trigger: user passed --local/--cloud.
-    # Why: command-level override should be deterministic and bypass project mode.
-    # Outcome: route strictly based on explicit flag.
-    if _explicit_routing():
+        # Trigger: BASIC_MEMORY_FORCE_LOCAL env var is set
+        # Why: allows local MCP server and CLI commands to route locally
+        #      even when cloud_mode_enabled is True
+        # Outcome: uses ASGI transport for in-process local API calls
        if _force_local_mode():
-            logger.debug("Explicit local routing enabled - using ASGI client")
-            async with _asgi_client(timeout) as client:
+            logger.info("Force local mode enabled - using ASGI client for local Basic Memory API")
+            async with AsyncClient(
+                transport=ASGITransport(app=fastapi_app), base_url="http://test", timeout=timeout
+            ) as client:
                yield client
-            return
+        elif config.cloud_mode_enabled:
+            # CLI cloud mode: inject auth when creating client
+            from basic_memory.cli.auth import CLIAuth

-        if _force_cloud_mode():
-            logger.debug("Explicit cloud routing enabled - using cloud proxy client")
-            async with _cloud_client(config, timeout, workspace=workspace) as client:
-                yield client
-            return
+            auth = CLIAuth(client_id=config.cloud_client_id, authkit_domain=config.cloud_domain)
+            token = await auth.get_valid_token()

-    # --- Per-project routing ---
-    # Trigger: project_name provided without explicit routing override.
-    # Why: project mode is the source of truth for project-scoped commands.
-    # Outcome: route via project.mode (CLOUD/LOCAL).
-    if project_name is not None and not _explicit_routing():
-        project_mode = config.get_project_mode(project_name)
-        if project_mode == ProjectMode.CLOUD:
-            logger.debug(f"Project '{project_name}' is cloud mode - using cloud proxy client")
-            try:
-                async with _cloud_client(config, timeout, workspace=workspace) as client:
-                    yield client
-            except RuntimeError as exc:
+            if not token:
                raise RuntimeError(
-                    f"Project '{project_name}' is set to cloud mode but no credentials found. "
-                    "Run 'bm cloud api-key save <key>' or 'bm cloud login' first."
-                ) from exc
-            return
+                    "Cloud mode enabled but not authenticated. "
+                    "Run 'basic-memory cloud login' first."
+                )

-        logger.debug(f"Project '{project_name}' is local mode - using ASGI client")
-        async with _asgi_client(timeout) as client:
-            yield client
-        return
-
-    # --- Default fallback ---
-    logger.debug("Default routing - using ASGI client for local Basic Memory API")
-    async with _asgi_client(timeout) as client:
-        yield client
+            # Auth header set ONCE at client creation
+            proxy_base_url = f"{config.cloud_host}/proxy"
+            logger.info(f"Creating HTTP client for cloud proxy at: {proxy_base_url}")
+            async with AsyncClient(
+                base_url=proxy_base_url,
+                headers={"Authorization": f"Bearer {token}"},
+                timeout=timeout,
+            ) as client:
+                yield client
+        else:
+            # Local mode: ASGI transport for in-process calls
+            # Note: ASGI transport does NOT trigger FastAPI lifespan, so no special handling needed
+            logger.info("Creating ASGI client for local Basic Memory API")
+            async with AsyncClient(
+                transport=ASGITransport(app=fastapi_app), base_url="http://test", timeout=timeout
+            ) as client:
+                yield client


 def create_client() -> AsyncClient:
-    """Create an HTTP client based on explicit routing flags.
+    """Create an HTTP client based on configuration.

    DEPRECATED: Use get_client() context manager instead for proper resource management.
+
+    This function is kept for backward compatibility but will be removed in a future version.
+    The returned client should be closed manually by calling await client.aclose().
+
+    Returns:
+        AsyncClient configured for either local ASGI or remote proxy
    """
-    timeout = _build_timeout()
+    config_manager = ConfigManager()
+    config = config_manager.config

-    if _force_local_mode() or not _force_cloud_mode():
+    # Configure timeout for longer operations like write_note
+    # Default httpx timeout is 5 seconds which is too short for file operations
+    timeout = Timeout(
+        connect=10.0,  # 10 seconds for connection
+        read=30.0,  # 30 seconds for reading response
+        write=30.0,  # 30 seconds for writing request
+        pool=30.0,  # 30 seconds for connection pool
+    )
+
+    # Check force local first (for local MCP server and CLI --local flag)
+    if _force_local_mode():
+        logger.info("Force local mode enabled - using ASGI client for local Basic Memory API")
+        return AsyncClient(
+            transport=ASGITransport(app=fastapi_app), base_url="http://test", timeout=timeout
+        )
+    elif config.cloud_mode_enabled:
+        # Use HTTP transport to proxy endpoint
+        proxy_base_url = f"{config.cloud_host}/proxy"
+        logger.info(f"Creating HTTP client for proxy at: {proxy_base_url}")
+        return AsyncClient(base_url=proxy_base_url, timeout=timeout)
+    else:
+        # Default: use ASGI transport for local API (development mode)
        logger.info("Creating ASGI client for local Basic Memory API")
-        return _asgi_client(timeout)
-
-    logger.info("Creating HTTP client for cloud proxy (legacy create_client path)")
-    config = ConfigManager().config
-    proxy_base_url = f"{config.cloud_host}/proxy"
-    return AsyncClient(base_url=proxy_base_url, timeout=timeout)
+        return AsyncClient(
+            transport=ASGITransport(app=fastapi_app), base_url="http://test", timeout=timeout
+        )
@@ -17,7 +17,6 @@ from basic_memory.mcp.clients.memory import MemoryClient
 from basic_memory.mcp.clients.directory import DirectoryClient
 from basic_memory.mcp.clients.resource import ResourceClient
 from basic_memory.mcp.clients.project import ProjectClient
-from basic_memory.mcp.clients.schema import SchemaClient

 __all__ = [
    "KnowledgeClient",
@@ -26,5 +25,4 @@ __all__ = [
    "DirectoryClient",
    "ResourceClient",
    "ProjectClient",
-    "SchemaClient",
 ]
@@ -224,12 +224,11 @@ class KnowledgeClient:

    # --- Resolution ---

-    async def resolve_entity(self, identifier: str, *, strict: bool = False) -> str:
+    async def resolve_entity(self, identifier: str) -> str:
        """Resolve a string identifier to an entity external_id.

        Args:
            identifier: The identifier to resolve (permalink, title, or path)
-            strict: If True, require exact matching (no fuzzy fallback)

        Returns:
            The resolved entity external_id (UUID)
@@ -240,7 +239,7 @@ class KnowledgeClient:
        response = await call_post(
            self.http_client,
            f"{self._base_path}/resolve",
-            json={"identifier": identifier, "strict": strict},
+            json={"identifier": identifier},
        )
        data = response.json()
        return data["external_id"]
@@ -7,16 +7,8 @@ from typing import Any

 from httpx import AsyncClient

-from basic_memory.mcp.tools.utils import (
-    call_delete,
-    call_get,
-    call_patch,
-    call_post,
-    call_put,
-)
-from basic_memory.schemas import ProjectInfoResponse, SyncReportResponse
+from basic_memory.mcp.tools.utils import call_get, call_post, call_delete
 from basic_memory.schemas.project_info import ProjectList, ProjectStatusResponse
-from basic_memory.schemas.v2 import ProjectResolveResponse


 class ProjectClient:
@@ -78,14 +70,11 @@ class ProjectClient:
        )
        return ProjectStatusResponse.model_validate(response.json())

-    async def delete_project(
-        self, project_external_id: str, delete_notes: bool = False
-    ) -> ProjectStatusResponse:
+    async def delete_project(self, project_external_id: str) -> ProjectStatusResponse:
        """Delete a project by its external ID.

        Args:
            project_external_id: Project external ID (UUID)
-            delete_notes: If True, also delete project files from disk

        Returns:
            ProjectStatusResponse with deletion result
@@ -93,137 +82,8 @@ class ProjectClient:
        Raises:
            ToolError: If the request fails
        """
-        url = f"/v2/projects/{project_external_id}"
-        if delete_notes:
-            url += "?delete_notes=true"
        response = await call_delete(
-            self.http_client,
-            url,
-        )
-        return ProjectStatusResponse.model_validate(response.json())
-
-    async def resolve_project(self, identifier: str) -> ProjectResolveResponse:
-        """Resolve a project name/permalink to its full project record.
-
-        Args:
-            identifier: Project name or permalink
-
-        Returns:
-            ProjectResolveResponse with project metadata
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_post(
-            self.http_client,
-            "/v2/projects/resolve",
-            json={"identifier": identifier},
-        )
-        return ProjectResolveResponse.model_validate(response.json())
-
-    async def set_default(self, project_external_id: str) -> ProjectStatusResponse:
-        """Set a project as the default.
-
-        Args:
-            project_external_id: Project external ID (UUID)
-
-        Returns:
-            ProjectStatusResponse with result
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_put(
-            self.http_client,
-            f"/v2/projects/{project_external_id}/default",
-        )
-        return ProjectStatusResponse.model_validate(response.json())
-
-    async def update_project(
-        self, project_external_id: str, data: dict[str, Any]
-    ) -> ProjectStatusResponse:
-        """Update a project's configuration (e.g. path).
-
-        Args:
-            project_external_id: Project external ID (UUID)
-            data: Fields to update
-
-        Returns:
-            ProjectStatusResponse with update result
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_patch(
            self.http_client,
            f"/v2/projects/{project_external_id}",
-            json=data,
        )
        return ProjectStatusResponse.model_validate(response.json())
-
-    async def sync(
-        self,
-        project_external_id: str,
-        force_full: bool = False,
-        run_in_background: bool = True,
-    ) -> dict[str, Any]:
-        """Trigger a sync operation for a project.
-
-        Args:
-            project_external_id: Project external ID (UUID)
-            force_full: If True, force a full scan bypassing watermark optimization
-            run_in_background: If True, return immediately; if False, wait for completion
-
-        Returns:
-            Raw response dict — background mode returns {"message": ...},
-            foreground mode returns a SyncReportResponse-shaped dict.
-
-        Raises:
-            ToolError: If the request fails
-        """
-        url = f"/v2/projects/{project_external_id}/sync"
-        params = []
-        if force_full:
-            params.append("force_full=true")
-        if not run_in_background:
-            params.append("run_in_background=false")
-        if params:
-            url += "?" + "&".join(params)
-        response = await call_post(self.http_client, url)
-        return response.json()
-
-    async def get_status(self, project_external_id: str) -> SyncReportResponse:
-        """Get the sync status for a project.
-
-        Args:
-            project_external_id: Project external ID (UUID)
-
-        Returns:
-            SyncReportResponse describing pending changes
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_post(
-            self.http_client,
-            f"/v2/projects/{project_external_id}/status",
-        )
-        return SyncReportResponse.model_validate(response.json())
-
-    async def get_info(self, project_external_id: str) -> ProjectInfoResponse:
-        """Get detailed project information and statistics.
-
-        Args:
-            project_external_id: Project external ID (UUID)
-
-        Returns:
-            ProjectInfoResponse with project details
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_get(
-            self.http_client,
-            f"/v2/projects/{project_external_id}/info",
-        )
-        return ProjectInfoResponse.model_validate(response.json())
@@ -1,113 +0,0 @@
-"""Typed client for schema API operations.
-
-Encapsulates all /v2/projects/{project_id}/schema/* endpoints.
-"""
-
-from httpx import AsyncClient
-
-from basic_memory.mcp.tools.utils import call_post, call_get
-from basic_memory.schemas.schema import (
-    ValidationReport,
-    InferenceReport,
-    DriftReport,
-)
-
-
-class SchemaClient:
-    """Typed client for schema operations.
-
-    Centralizes:
-    - API path construction for /v2/projects/{project_id}/schema/*
-    - Response validation via Pydantic models
-    - Consistent error handling through call_* utilities
-
-    Usage:
-        async with get_client() as http_client:
-            client = SchemaClient(http_client, project_id)
-            report = await client.validate(note_type="person")
-    """
-
-    def __init__(self, http_client: AsyncClient, project_id: str):
-        """Initialize the schema client.
-
-        Args:
-            http_client: HTTPX AsyncClient for making requests
-            project_id: Project external_id (UUID) for API calls
-        """
-        self.http_client = http_client
-        self.project_id = project_id
-        self._base_path = f"/v2/projects/{project_id}/schema"
-
-    async def validate(
-        self,
-        *,
-        note_type: str | None = None,
-        identifier: str | None = None,
-    ) -> ValidationReport:
-        """Validate notes against their resolved schemas.
-
-        Args:
-            note_type: Optional note type to batch-validate
-            identifier: Optional specific note to validate
-
-        Returns:
-            ValidationReport with per-note results
-
-        Raises:
-            ToolError: If the request fails
-        """
-        params: dict[str, str] = {}
-        if note_type:
-            params["note_type"] = note_type
-        if identifier:
-            params["identifier"] = identifier
-
-        response = await call_post(
-            self.http_client,
-            f"{self._base_path}/validate",
-            params=params,
-        )
-        return ValidationReport.model_validate(response.json())
-
-    async def infer(
-        self,
-        note_type: str,
-        *,
-        threshold: float = 0.25,
-    ) -> InferenceReport:
-        """Infer a schema from existing notes of a given type.
-
-        Args:
-            note_type: The note type to analyze
-            threshold: Minimum frequency for optional fields (0-1)
-
-        Returns:
-            InferenceReport with frequency data and suggested schema
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_post(
-            self.http_client,
-            f"{self._base_path}/infer",
-            params={"note_type": note_type, "threshold": threshold},
-        )
-        return InferenceReport.model_validate(response.json())
-
-    async def diff(self, note_type: str) -> DriftReport:
-        """Show drift between schema definition and actual usage.
-
-        Args:
-            note_type: The note type to check for drift
-
-        Returns:
-            DriftReport with detected differences
-
-        Raises:
-            ToolError: If the request fails
-        """
-        response = await call_get(
-            self.http_client,
-            f"{self._base_path}/diff/{note_type}",
-        )
-        return DriftReport.model_validate(response.json())
@@ -39,6 +39,7 @@ class McpContainer:
        """
        config = ConfigManager().config
        mode = resolve_runtime_mode(
+            cloud_mode_enabled=config.cloud_mode_enabled,
            is_test_env=config.is_test_env,
        )
        return cls(config=config, mode=mode)
@@ -1,162 +0,0 @@
-"""Formatting helpers for MCP tool outputs."""
-
-from __future__ import annotations
-
-from typing import Sequence
-
-from basic_memory.schemas.search import SearchResponse, SearchResult
-
-ANSI_RESET = "\x1b[0m"
-ANSI_BOLD = "\x1b[1m"
-ANSI_DIM = "\x1b[2m"
-ANSI_CYAN = "\x1b[36m"
-
-
-def _apply_style(text: str, style: str, enabled: bool) -> str:
-    if not enabled:
-        return text
-    return f"{style}{text}{ANSI_RESET}"
-
-
-def _strip_frontmatter(text: str) -> str:
-    lines = text.splitlines()
-    if not lines or lines[0].strip() != "---":
-        return text
-
-    for idx in range(1, len(lines)):
-        if lines[idx].strip() == "---":
-            return "\n".join(lines[idx + 1 :]).lstrip()
-    return text
-
-
-def _parse_title(text: str) -> str | None:
-    for line in text.splitlines():
-        if line.startswith("# "):
-            return line[2:].strip()
-    return None
-
-
-def _truncate(text: str, width: int) -> str:
-    if width <= 0:
-        return ""
-    if len(text) <= width:
-        return text
-    if width <= 3:
-        return text[:width]
-    return text[: width - 3] + "..."
-
-
-def _make_separator(widths: Sequence[int]) -> str:
-    return "+" + "+".join("-" * (width + 2) for width in widths) + "+"
-
-
-def _format_row(values: Sequence[str], widths: Sequence[int]) -> str:
-    cells = []
-    for value, width in zip(values, widths, strict=True):
-        cells.append(f" {_truncate(value, width).ljust(width)} ")
-    return "|" + "|".join(cells) + "|"
-
-
-def _get_result_tags(result: SearchResult) -> str:
-    metadata = result.metadata or {}
-    if isinstance(metadata, dict):
-        tags = metadata.get("tags")
-        if isinstance(tags, list):
-            return ", ".join(str(tag) for tag in tags if tag)
-    return ""
-
-
-def _get_result_path(result: SearchResult) -> str:
-    return result.permalink or result.file_path or ""
-
-
-def format_search_results_ascii(
-    result: SearchResponse,
-    query: str | None = None,
-    color: bool = False,
-) -> str:
-    """Format search results as an ASCII table for TUI clients."""
-
-    results = result.results or []
-    header_line = _apply_style("Search results", f"{ANSI_BOLD}{ANSI_CYAN}", color)
-    lines = [header_line]
-
-    if query:
-        lines.append(f"Query: {query}")
-
-    summary = (
-        f"Results: {len(results)} | Page: {result.current_page} | Page size: {result.page_size}"
-    )
-    lines.append(_apply_style(summary, ANSI_DIM, color))
-
-    if not results:
-        lines.append("No results.")
-        return "\n".join(lines).strip()
-
-    headers = ["#", "Title", "Type", "Score", "Path", "Tags"]
-    rows = []
-    for idx, item in enumerate(results, start=1):
-        rows.append(
-            [
-                str(idx),
-                item.title or "Untitled",
-                item.type.value if hasattr(item.type, "value") else str(item.type),
-                f"{item.score:.2f}" if isinstance(item.score, (int, float)) else "",
-                _get_result_path(item),
-                _get_result_tags(item),
-            ]
-        )
-
-    max_widths = [3, 32, 10, 7, 36, 24]
-    widths = []
-    for index, header in enumerate(headers):
-        column_values = [header] + [row[index] for row in rows]
-        max_len = max(len(value) for value in column_values)
-        widths.append(min(max_widths[index], max_len))
-
-    table = [_make_separator(widths)]
-    header_row = _format_row(headers, widths)
-    if color:
-        header_cells = []
-        for value, width in zip(headers, widths, strict=True):
-            padded = f" {_truncate(value, width).ljust(width)} "
-            header_cells.append(_apply_style(padded, f"{ANSI_BOLD}{ANSI_CYAN}", color))
-        header_row = "|" + "|".join(header_cells) + "|"
-    table.append(header_row)
-    table.append(_make_separator(widths))
-
-    for row in rows:
-        table.append(_format_row(row, widths))
-
-    table.append(_make_separator(widths))
-
-    lines.append("")
-    lines.extend(table)
-    return "\n".join(lines).rstrip()
-
-
-def format_note_preview_ascii(
-    content: str,
-    identifier: str | None = None,
-    color: bool = False,
-) -> str:
-    """Format note content for ASCII/TUI display."""
-
-    identifier = identifier or ""
-    cleaned = _strip_frontmatter(content)
-    title = _parse_title(cleaned) or identifier or "Note Preview"
-
-    header = _apply_style("Note preview", f"{ANSI_BOLD}{ANSI_CYAN}", color)
-    lines = [header, f"Title: {title}"]
-
-    if identifier:
-        lines.append(f"Identifier: {identifier}")
-
-    lines.append(_apply_style("-" * 72, ANSI_DIM, color))
-
-    if content.strip():
-        lines.append(content.rstrip())
-    else:
-        lines.append("(empty note)")
-
-    return "\n".join(lines).rstrip()
@@ -8,99 +8,66 @@ The resolve_project_parameter function is a thin wrapper for backwards
 compatibility with existing MCP tools.
 """

-from contextlib import asynccontextmanager
-from typing import AsyncIterator, Awaitable, Callable, Optional, List, Tuple
-
+from typing import Optional, List
 from httpx import AsyncClient
 from httpx._types import (
    HeaderTypes,
 )
 from loguru import logger
 from fastmcp import Context
-from mcp.server.fastmcp.exceptions import ToolError

-from basic_memory.config import BasicMemoryConfig, ConfigManager, ProjectMode
+from basic_memory.config import ConfigManager
 from basic_memory.project_resolver import ProjectResolver
-from basic_memory.schemas.cloud import WorkspaceInfo, WorkspaceListResponse
 from basic_memory.schemas.project_info import ProjectItem, ProjectList
 from basic_memory.schemas.v2 import ProjectResolveResponse
-from basic_memory.schemas.memory import memory_url_path
-from basic_memory.utils import generate_permalink, normalize_project_reference
-
-# --- Workspace provider injection ---
-# Mirrors the set_client_factory() pattern in async_client.py.
-# The cloud MCP server sets a provider that queries its own database directly,
-# avoiding the control-plane HTTP round-trip that requires local credentials.
-_workspace_provider: Optional[Callable[[], Awaitable[list[WorkspaceInfo]]]] = None
-
-
-def set_workspace_provider(provider: Callable[[], Awaitable[list[WorkspaceInfo]]]) -> None:
-    """Override workspace discovery (for cloud app, testing, etc)."""
-    global _workspace_provider
-    _workspace_provider = provider
-
-
-async def _resolve_default_project_from_api() -> Optional[str]:
-    """Query the projects API for the default project.
-
-    Used as a fallback when ConfigManager has no local config (cloud mode).
-    """
-    from basic_memory.mcp.async_client import get_client
-
-    try:
-        async with get_client() as client:
-            response = await client.get("/v2/projects/")
-            if response.status_code == 200:
-                project_list = ProjectList.model_validate(response.json())
-                if project_list.default_project:
-                    return project_list.default_project
-                # Fallback: find project with is_default=True
-                for p in project_list.projects:
-                    if p.is_default:
-                        return p.name
-    except Exception:
-        pass
-    return None


 async def resolve_project_parameter(
    project: Optional[str] = None,
    allow_discovery: bool = False,
+    cloud_mode: Optional[bool] = None,
+    default_project_mode: Optional[bool] = None,
    default_project: Optional[str] = None,
 ) -> Optional[str]:
-    """Resolve project parameter using unified linear priority chain.
+    """Resolve project parameter using three-tier hierarchy.

    This is a thin wrapper around ProjectResolver for backwards compatibility.
    New code should consider using ProjectResolver directly for more detailed
    resolution information.

-    Resolution order:
-    1. ENV_CONSTRAINT: BASIC_MEMORY_MCP_PROJECT env var (highest priority)
-    2. EXPLICIT: project parameter passed directly
-    3. DEFAULT: default_project from config (if set)
-    4. Fallback: discovery (if allowed) → NONE
+    if cloud_mode:
+        project is required (unless allow_discovery=True for tools that support discovery mode)
+    else:
+        Resolution order:
+        1. Single Project Mode  (--project cli arg, or BASIC_MEMORY_MCP_PROJECT env var) - highest priority
+        2. Explicit project parameter - medium priority
+        3. Default project if default_project_mode=true - lowest priority

    Args:
        project: Optional explicit project parameter
-        allow_discovery: If True, allows returning None for discovery mode
+        allow_discovery: If True, allows returning None in cloud mode for discovery mode
            (used by tools like recent_activity that can operate across all projects)
+        cloud_mode: Optional explicit cloud mode. If not provided, reads from ConfigManager.
+        default_project_mode: Optional explicit default project mode. If not provided, reads from ConfigManager.
        default_project: Optional explicit default project. If not provided, reads from ConfigManager.

    Returns:
        Resolved project name or None if no resolution possible
    """
-    # Load config for any values not explicitly provided.
-    # ConfigManager reads from the local config file, which doesn't exist in cloud mode.
-    # When it returns None, fall back to querying the projects API for the is_default flag.
-    if default_project is None:
+    # Load config for any values not explicitly provided
+    if cloud_mode is None or default_project_mode is None or default_project is None:
        config = ConfigManager().config
-        default_project = config.default_project
-
-    if default_project is None:
-        default_project = await _resolve_default_project_from_api()
+        if cloud_mode is None:
+            cloud_mode = config.cloud_mode
+        if default_project_mode is None:
+            default_project_mode = config.default_project_mode
+        if default_project is None:
+            default_project = config.default_project

    # Create resolver with configuration and resolve
    resolver = ProjectResolver.from_env(
+        cloud_mode=cloud_mode,
+        default_project_mode=default_project_mode,
        default_project=default_project,
    )
    result = resolver.resolve(project=project, allow_discovery=allow_discovery)
@@ -116,114 +83,6 @@ async def get_project_names(client: AsyncClient, headers: HeaderTypes | None = N
    return [project.name for project in project_list.projects]


-def _workspace_matches_identifier(workspace: WorkspaceInfo, identifier: str) -> bool:
-    """Return True when identifier matches workspace tenant_id or name."""
-    if workspace.tenant_id == identifier:
-        return True
-    return workspace.name.lower() == identifier.lower()
-
-
-def _workspace_choices(workspaces: list[WorkspaceInfo]) -> str:
-    """Format deterministic workspace choices for prompt-style errors."""
-    return "\n".join(
-        [
-            (
-                f"- {item.name} "
-                f"(type={item.workspace_type}, role={item.role}, tenant_id={item.tenant_id})"
-            )
-            for item in workspaces
-        ]
-    )
-
-
-async def get_available_workspaces(context: Optional[Context] = None) -> list[WorkspaceInfo]:
-    """Load available cloud workspaces for the current authenticated user."""
-    if context:
-        cached_raw = await context.get_state("available_workspaces")
-        if isinstance(cached_raw, list):
-            return [WorkspaceInfo.model_validate(item) for item in cached_raw]
-
-    # Trigger: workspace provider was injected (e.g., by cloud MCP server)
-    # Why: the cloud server IS the cloud — it can query its own database
-    #   directly instead of making an HTTP round-trip that requires local credentials
-    # Outcome: use provider result, cache in context, skip control-plane client
-    if _workspace_provider is not None:
-        workspaces = await _workspace_provider()
-        if context:
-            await context.set_state(
-                "available_workspaces",
-                [ws.model_dump() for ws in workspaces],
-            )
-        return workspaces
-
-    from basic_memory.mcp.async_client import get_cloud_control_plane_client
-    from basic_memory.mcp.tools.utils import call_get
-
-    async with get_cloud_control_plane_client() as client:
-        response = await call_get(client, "/workspaces/")
-        workspace_list = WorkspaceListResponse.model_validate(response.json())
-
-    if context:
-        await context.set_state(
-            "available_workspaces",
-            [ws.model_dump() for ws in workspace_list.workspaces],
-        )
-
-    return workspace_list.workspaces
-
-
-async def resolve_workspace_parameter(
-    workspace: Optional[str] = None,
-    context: Optional[Context] = None,
-) -> WorkspaceInfo:
-    """Resolve workspace using explicit input, session cache, and cloud discovery."""
-    if context:
-        cached_raw = await context.get_state("active_workspace")
-        if isinstance(cached_raw, dict):
-            cached_workspace = WorkspaceInfo.model_validate(cached_raw)
-            if workspace is None or _workspace_matches_identifier(cached_workspace, workspace):
-                logger.debug(f"Using cached workspace from context: {cached_workspace.tenant_id}")
-                return cached_workspace
-
-    workspaces = await get_available_workspaces(context=context)
-    if not workspaces:
-        raise ValueError(
-            "No accessible workspaces found for this account. "
-            "Ensure you have an active subscription and tenant access."
-        )
-
-    selected_workspace: WorkspaceInfo | None = None
-
-    if workspace:
-        matches = [item for item in workspaces if _workspace_matches_identifier(item, workspace)]
-        if not matches:
-            raise ValueError(
-                f"Workspace '{workspace}' was not found.\n"
-                f"Available workspaces:\n{_workspace_choices(workspaces)}"
-            )
-        if len(matches) > 1:
-            raise ValueError(
-                f"Workspace name '{workspace}' matches multiple workspaces. "
-                "Use tenant_id instead.\n"
-                f"Available workspaces:\n{_workspace_choices(workspaces)}"
-            )
-        selected_workspace = matches[0]
-    elif len(workspaces) == 1:
-        selected_workspace = workspaces[0]
-    else:
-        raise ValueError(
-            "Multiple workspaces are available. Ask the user which workspace to use, then retry "
-            "with the 'workspace' argument set to the tenant_id or unique name.\n"
-            f"Available workspaces:\n{_workspace_choices(workspaces)}"
-        )
-
-    if context:
-        await context.set_state("active_workspace", selected_workspace.model_dump())
-        logger.debug(f"Cached workspace in context: {selected_workspace.tenant_id}")
-
-    return selected_workspace
-
-
 async def get_active_project(
    client: AsyncClient,
    project: Optional[str] = None,
@@ -252,7 +111,7 @@ async def get_active_project(
        project_names = await get_project_names(client, headers)
        raise ValueError(
            "No project specified. "
-            "Either set 'default_project' in config, or use 'project' argument.\n"
+            "Either set 'default_project_mode=true' in config, or use 'project' argument.\n"
            f"Available projects: {project_names}"
        )

@@ -260,12 +119,10 @@ async def get_active_project(

    # Check if already cached in context
    if context:
-        cached_raw = await context.get_state("active_project")
-        if isinstance(cached_raw, dict):
-            cached_project = ProjectItem.model_validate(cached_raw)
-            if cached_project.name == project:
-                logger.debug(f"Using cached project from context: {project}")
-                return cached_project
+        cached_project = context.get_state("active_project")
+        if cached_project and cached_project.name == project:
+            logger.debug(f"Using cached project from context: {project}")
+            return cached_project

    # Validate project exists by calling API
    logger.debug(f"Validating project: {project}")
@@ -286,103 +143,13 @@ async def get_active_project(

    # Cache in context if available
    if context:
-        await context.set_state("active_project", active_project.model_dump())
+        context.set_state("active_project", active_project)
        logger.debug(f"Cached project in context: {project}")

    logger.debug(f"Validated project: {active_project.name}")
    return active_project


-def _split_project_prefix(path: str) -> tuple[Optional[str], str]:
-    """Split a possible project prefix from a memory URL path."""
-    if "/" not in path:
-        return None, path
-
-    project_prefix, remainder = path.split("/", 1)
-    if not project_prefix or not remainder:
-        return None, path
-
-    if "*" in project_prefix:
-        return None, path
-
-    return project_prefix, remainder
-
-
-async def resolve_project_and_path(
-    client: AsyncClient,
-    identifier: str,
-    project: Optional[str] = None,
-    context: Optional[Context] = None,
-    headers: HeaderTypes | None = None,
-) -> tuple[ProjectItem, str, bool]:
-    """Resolve project and normalized path for memory:// identifiers.
-
-    Returns:
-        Tuple of (active_project, normalized_path, is_memory_url)
-    """
-    is_memory_url = identifier.strip().startswith("memory://")
-    if not is_memory_url:
-        active_project = await get_active_project(client, project, context, headers)
-        return active_project, identifier, False
-
-    normalized_path = normalize_project_reference(memory_url_path(identifier))
-    project_prefix, remainder = _split_project_prefix(normalized_path)
-    include_project = ConfigManager().config.permalinks_include_project
-
-    # Trigger: memory URL begins with a potential project segment
-    # Why: allow project-scoped memory URLs without requiring a separate project parameter
-    # Outcome: attempt to resolve the prefix as a project and route to it
-    if project_prefix:
-        try:
-            from basic_memory.mcp.tools.utils import call_post
-
-            response = await call_post(
-                client,
-                "/v2/projects/resolve",
-                json={"identifier": project_prefix},
-                headers=headers,
-            )
-            resolved = ProjectResolveResponse.model_validate(response.json())
-        except ToolError as exc:
-            if "project not found" not in str(exc).lower():
-                raise
-        else:
-            resolved_project = await resolve_project_parameter(project_prefix)
-            if resolved_project and generate_permalink(resolved_project) != generate_permalink(
-                project_prefix
-            ):
-                raise ValueError(
-                    f"Project is constrained to '{resolved_project}', cannot use '{project_prefix}'."
-                )
-
-            active_project = ProjectItem(
-                id=resolved.project_id,
-                external_id=resolved.external_id,
-                name=resolved.name,
-                path=resolved.path,
-                is_default=resolved.is_default,
-            )
-            if context:
-                await context.set_state("active_project", active_project.model_dump())
-
-            resolved_path = f"{resolved.permalink}/{remainder}" if include_project else remainder
-            return active_project, resolved_path, True
-
-    # Trigger: no resolvable project prefix in the memory URL
-    # Why: preserve existing memory URL behavior within the active project
-    # Outcome: use the active project and normalize the path for lookup
-    active_project = await get_active_project(client, project, context, headers)
-    resolved_path = normalized_path
-    if include_project:
-        # Trigger: project-prefixed permalinks are enabled and the path lacks a prefix
-        # Why: ensure memory URL lookups align with canonical permalinks
-        # Outcome: prefix the path with the active project's permalink
-        project_prefix = active_project.permalink
-        if resolved_path != project_prefix and not resolved_path.startswith(f"{project_prefix}/"):
-            resolved_path = f"{project_prefix}/{resolved_path}"
-    return active_project, resolved_path, True
-
-
 def add_project_metadata(result: str, project_name: str) -> str:
    """Add project context as metadata footer for assistant session tracking.

@@ -397,166 +164,3 @@ def add_project_metadata(result: str, project_name: str) -> str:
        Result with project session tracking metadata
    """
    return f"{result}\n\n[Session: Using project '{project_name}']"
-
-
-def detect_project_from_url_prefix(identifier: str, config: BasicMemoryConfig) -> Optional[str]:
-    """Check if a memory URL's first path segment matches a known project in config.
-
-    This enables automatic project routing from memory URLs like
-    ``memory://specs/in-progress`` without requiring the caller to pass
-    an explicit ``project`` parameter.
-
-    Uses local config only — no network calls.
-
-    Args:
-        identifier: Raw identifier string (may or may not start with ``memory://``).
-        config: Current BasicMemoryConfig with project entries.
-
-    Returns:
-        Matching project name from config, or None if no match.
-    """
-    path = memory_url_path(identifier) if identifier.strip().startswith("memory://") else identifier
-    normalized = normalize_project_reference(path)
-    prefix, _ = _split_project_prefix(normalized)
-    if prefix is None:
-        return None
-
-    prefix_permalink = generate_permalink(prefix)
-    for project_name in config.projects:
-        if generate_permalink(project_name) == prefix_permalink:
-            return project_name
-    return None
-
-
-@asynccontextmanager
-async def get_project_client(
-    project: Optional[str] = None,
-    workspace: Optional[str] = None,
-    context: Optional[Context] = None,
-) -> AsyncIterator[Tuple[AsyncClient, ProjectItem]]:
-    """Resolve project, create correctly-routed client, and validate project.
-
-    Solves the bootstrap problem: we need to know the project name to choose
-    the right client (local vs cloud), but we need the client to validate
-    the project. This helper resolves the project from config first (no
-    network), creates the correctly-routed client, then validates via API.
-
-    Routing decision order:
-    1. Explicit --local/--cloud flags → skip workspace, use flag routing
-    2. Cloud routing (explicit --cloud OR project mode CLOUD) →
-       resolve workspace via priority chain, create cloud client
-    3. Otherwise → local ASGI client
-
-    Workspace resolution priority (when cloud routing):
-    1. Explicit ``workspace`` parameter
-    2. Per-project ``workspace_id`` from config
-    3. Global ``default_workspace`` from config
-    4. MCP session cache (context)
-    5. Auto-select if single workspace
-    6. Error listing choices
-
-    Args:
-        project: Optional explicit project parameter
-        workspace: Optional cloud workspace selector (tenant_id or unique name)
-        context: Optional FastMCP context for caching
-
-    Yields:
-        Tuple of (client, active_project)
-
-    Raises:
-        ValueError: If no project can be resolved
-        RuntimeError: If cloud project but no API key configured
-    """
-    # Deferred imports to avoid circular dependency
-    from basic_memory.mcp.async_client import (
-        _explicit_routing,
-        _force_local_mode,
-        get_client,
-        is_factory_mode,
-    )
-
-    # Step 1: Resolve project name from config (no network call)
-    resolved_project = await resolve_project_parameter(project)
-    if not resolved_project:
-        # Fall back to local client to discover projects and raise helpful error
-        async with get_client() as client:
-            project_names = await get_project_names(client)
-            raise ValueError(
-                "No project specified. "
-                "Either set 'default_project' in config, or use 'project' argument.\n"
-                f"Available projects: {project_names}"
-            )
-
-    # Step 1b: Factory injection (in-process cloud server)
-    # Trigger: set_client_factory() was called (e.g., by cloud MCP server)
-    # Why: the transport layer already resolved workspace and tenant context;
-    #   attempting cloud workspace resolution here would call the production
-    #   control-plane API with no valid credentials and fail with 401
-    # Outcome: use the factory client directly, skip workspace resolution
-    if is_factory_mode():
-        async with get_client() as client:
-            active_project = await get_active_project(client, resolved_project, context)
-            yield client, active_project
-        return
-
-    # Step 2: Check explicit routing BEFORE workspace resolution
-    # Trigger: CLI passed --local or --cloud
-    # Why: explicit flags must be deterministic — skip workspace entirely for --local
-    # Outcome: route strictly based on explicit flag, no workspace network calls
-    if _explicit_routing() and _force_local_mode():
-        async with get_client(project_name=resolved_project) as client:
-            active_project = await get_active_project(client, resolved_project, context)
-            yield client, active_project
-        return
-
-    # Step 3: Determine if cloud routing is needed
-    config = ConfigManager().config
-    project_entry = config.projects.get(resolved_project)
-    project_mode = config.get_project_mode(resolved_project)
-
-    # Trigger: workspace provided for a local project (without explicit --cloud)
-    # Why: workspace selection is a cloud routing concern only
-    # Outcome: fail fast with a deterministic guidance message
-    if project_mode != ProjectMode.CLOUD and workspace is not None and not _explicit_routing():
-        raise ValueError(
-            f"Workspace '{workspace}' cannot be used with local project '{resolved_project}'. "
-            "Workspace selection is only supported for cloud-mode projects."
-        )
-
-    if project_mode == ProjectMode.CLOUD or (_explicit_routing() and not _force_local_mode()):
-        # --- Cloud routing: resolve workspace with priority chain ---
-        effective_workspace = workspace
-
-        # Priority 2: per-project workspace_id from config
-        if effective_workspace is None and project_entry and project_entry.workspace_id:
-            effective_workspace = project_entry.workspace_id
-
-        # Priority 3: global default_workspace from config
-        if effective_workspace is None and config.default_workspace:
-            effective_workspace = config.default_workspace
-
-        # Priorities 4-6: if still unresolved, fall back to resolve_workspace_parameter
-        # which checks context cache, auto-selects single workspace, or errors
-        if effective_workspace is not None:
-            # Config-resolved workspace — pass directly to get_client, skip network lookup
-            async with get_client(
-                project_name=resolved_project,
-                workspace=effective_workspace,
-            ) as client:
-                active_project = await get_active_project(client, resolved_project, context)
-                yield client, active_project
-        else:
-            # No config-based workspace — use resolve_workspace_parameter for discovery
-            active_ws = await resolve_workspace_parameter(workspace=None, context=context)
-            async with get_client(
-                project_name=resolved_project,
-                workspace=active_ws.tenant_id,
-            ) as client:
-                active_project = await get_active_project(client, resolved_project, context)
-                yield client, active_project
-        return
-
-    # Step 4: Local routing (default)
-    async with get_client(project_name=resolved_project) as client:
-        active_project = await get_active_project(client, resolved_project, context)
-        yield client, active_project
@@ -14,8 +14,8 @@ def ai_assistant_guide() -> str:
    """Return a concise guide on Basic Memory tools and how to use them.

    Dynamically adapts instructions based on configuration:
-    - Default project set: Simplified instructions with automatic project fallback
-    - No default project: Project discovery and selection guidance
+    - Default project mode: Simplified instructions with automatic project
+    - Regular mode: Project discovery and selection guidance
    - CLI constraint mode: Single project constraint information

    Returns:
@@ -30,32 +30,34 @@ def ai_assistant_guide() -> str:
    # Check configuration for mode-specific instructions
    config = ConfigManager().config

-    # Add mode-specific header based on whether a default project is configured
-    if config.default_project:
+    # Add mode-specific header
+    mode_info = ""
+    if config.default_project_mode:  # pragma: no cover
        mode_info = f"""
-# Default Project Active
+# 🎯 Default Project Mode Active

-**Current Configuration**: Operations automatically fall back to project '{config.default_project}'
+**Current Configuration**: All operations automatically use project '{config.default_project}'

 **Simplified Usage**: You don't need to specify the project parameter in tool calls.
- `write_note(title="Note", content="...", folder="docs")` - uses '{config.default_project}'
+- `write_note(title="Note", content="...", folder="docs")` ✅
+- Project parameter is optional and will default to '{config.default_project}'
 - To use a different project, explicitly specify: `project="other-project"`

---
+────────────────────────────────────────

 """
    else:  # pragma: no cover
        mode_info = """
-# Multi-Project Mode
+# 🔧 Multi-Project Mode Active

-**Current Configuration**: No default project set — project parameter required for all operations
+**Current Configuration**: Project parameter required for all operations

 **Project Discovery Required**: Use these tools to select a project:
 - `list_memory_projects()` - See all available projects
 - `recent_activity()` - Get project activity and recommendations
 - Remember the user's project choice throughout the conversation

---
+────────────────────────────────────────

 """

@@ -63,7 +65,6 @@ def ai_assistant_guide() -> str:
    enhanced_content = mode_info + content

    logger.info(
-        f"Loaded AI assistant guide ({len(enhanced_content)} chars) "
-        f"with default_project: {config.default_project or 'none'}"
+        f"Loaded AI assistant guide ({len(enhanced_content)} chars) with mode: {'default_project' if config.default_project_mode else 'multi_project'}"
    )
    return enhanced_content
@@ -4,15 +4,17 @@ These prompts help users continue conversations and work across sessions,
 providing context from previous interactions to maintain continuity.
 """

-from textwrap import dedent
 from typing import Annotated, Optional

 from loguru import logger
 from pydantic import Field

+from basic_memory.config import ConfigManager
+from basic_memory.mcp.async_client import get_client
+from basic_memory.mcp.project_context import get_active_project
 from basic_memory.mcp.server import mcp
-from basic_memory.mcp.tools.recent_activity import recent_activity
-from basic_memory.mcp.tools.search import search_notes
+from basic_memory.mcp.tools.utils import call_post
+from basic_memory.schemas.prompt import ContinueConversationRequest


@mcp.prompt(
@@ -40,92 +42,22 @@ async def continue_conversation(
    """
    logger.info(f"Continuing session, topic: {topic}, timeframe: {timeframe}")

-    if topic:
-        # Use json format to get structured data for result counting and branching
-        result = await search_notes(query=topic, after_date=timeframe, output_format="json")
+    async with get_client() as client:
+        config = ConfigManager().config
+        active_project = await get_active_project(client, project=config.default_project)

-        if isinstance(result, dict):
-            results = result.get("results", [])
-            context_text = _format_continuation_results(results, topic)
-            result_count = len(results)
-        else:
-            # Error string
-            context_text = str(result)
-            result_count = 0
-    else:
-        # No topic — show recent activity
-        effective_timeframe = timeframe or "7d"
-        activity_text = await recent_activity(timeframe=effective_timeframe)
-        context_text = str(activity_text)
-        result_count = -1  # Signals we used recent_activity
+        # Create request model
+        request = ContinueConversationRequest(  # pyright: ignore [reportCallIssue]
+            topic=topic, timeframe=timeframe
+        )

-    target = f"'{topic}'" if topic else "recent activity"
+        # Call the prompt API endpoint
+        response = await call_post(
+            client,
+            f"/v2/projects/{active_project.external_id}/prompt/continue-conversation",
+            json=request.model_dump(exclude_none=True),
+        )

-    prompt = dedent(f"""
-        # Continuing conversation on: {target}
-
-        This is a memory retrieval session.
-
-        Please use the available basic-memory tools to gather relevant context before responding.
-        Start by executing one of the suggested commands below to retrieve content.
-
-        {context_text}
-
-        ---
-
-        ## Next Steps
-    """)
-
-    if topic and result_count > 0:
-        prompt += dedent(f"""
-            Found {result_count} results related to '{topic}'.
-
-            1. **Read full content** - Use `read_note("permalink")` to dive into specific notes
-            2. **Build context** - Use `build_context("memory://path")` to see relationships
-            3. **Search deeper** - Use `search_notes("{topic}")` with different filters
-
-            > **Knowledge Capture:** As you continue this conversation, actively look for
-            > opportunities to record new information, decisions, or insights using `write_note()`.
-        """)
-    elif topic:
-        prompt += dedent(f"""
-            No previous context found for '{topic}'.
-
-            This is an opportunity to start documenting this topic:
-
-            1. **Create a new note** - Use `write_note(title="{topic}", content="...")` to start
-            2. **Search with variations** - Try `search_notes("{topic}")` with different terms
-            3. **Check recent activity** - Use `recent_activity(timeframe="7d")` to see what's new
-        """)
-    else:
-        prompt += dedent("""
-            1. **Explore specific items** - Use `read_note("permalink")` to dive deeper
-            2. **Search for topics** - Use `search_notes("topic")` to find specific content
-            3. **Build context** - Use `build_context("memory://path")` to see relationships
-        """)
-
-    return prompt
-
-
-def _format_continuation_results(results: list[dict], topic: str) -> str:
-    """Format search result dicts for conversation continuation context."""
-    if not results:
-        return f"No previous context found for '{topic}'."
-
-    lines = [f"## Previous Context for '{topic}'\n"]
-
-    for item in results:
-        title = item.get("title", "Untitled")
-        permalink = item.get("permalink", "")
-
-        lines.append(f"### {title}")
-        if permalink:
-            lines.append(f"permalink: {permalink}")
-            lines.append(f'Read with: `read_note("{permalink}")`')
-        content = item.get("content")
-        if content:
-            content = content[:300] + "..." if len(content) > 300 else content
-            lines.append(f"\n{content}")
-        lines.append("")
-
-    return "\n".join(lines)
+        # Extract the rendered prompt from the response
+        result = response.json()
+        return result["prompt"]
@@ -46,7 +46,7 @@ async def recent_activity_prompt(
    logger.info(f"Getting recent activity, timeframe: {timeframe}, project: {project}")

    # Call the tool function - it returns a well-formatted string
-    activity_summary = await recent_activity(project=project, timeframe=timeframe)
+    activity_summary = await recent_activity.fn(project=project, timeframe=timeframe)

    # Build the prompt response
    # The tool already returns formatted markdown, so we use it directly
@@ -3,14 +3,17 @@
 These prompts help users search and explore their knowledge base.
 """

-from textwrap import dedent
 from typing import Annotated, Optional

 from loguru import logger
 from pydantic import Field

+from basic_memory.config import ConfigManager
+from basic_memory.mcp.async_client import get_client
+from basic_memory.mcp.project_context import get_active_project
 from basic_memory.mcp.server import mcp
-from basic_memory.mcp.tools.search import search_notes
+from basic_memory.mcp.tools.utils import call_post
+from basic_memory.schemas.prompt import SearchPromptRequest


@mcp.prompt(
@@ -38,60 +41,20 @@ async def search_prompt(
    """
    logger.info(f"Searching knowledge base, query: {query}, timeframe: {timeframe}")

-    # Use json format to get structured data for result counting and formatting
-    result = await search_notes(query=query, after_date=timeframe, output_format="json")
+    async with get_client() as client:
+        config = ConfigManager().config
+        active_project = await get_active_project(client, project=config.default_project)

-    # Format the tool output into a prompt with guidance
-    if isinstance(result, dict):
-        results = result.get("results", [])
-        result_count = len(results)
-        result_text = _format_search_results(results, query)
-    else:
-        # Error string from search tool
-        result_count = 0
-        result_text = str(result)
+        # Create request model
+        request = SearchPromptRequest(query=query, timeframe=timeframe)

-    return dedent(f"""
-        # Search Results: "{query}"
+        # Call the prompt API endpoint
+        response = await call_post(
+            client,
+            f"/v2/projects/{active_project.external_id}/prompt/search",
+            json=request.model_dump(exclude_none=True),
+        )

-        This is a memory retrieval session showing search results.
-
-        {result_text}
-
-        ---
-
-        ## Next Steps
-
-        Based on these {result_count} results, you can:
-
-        1. **Read a specific note** - Use `read_note("permalink")` to see full content
-        2. **Build context** - Use `build_context("memory://path")` to see relationships
-        3. **Refine search** - Use `search_notes("refined query")` to narrow results
-        4. **Check recent activity** - Use `recent_activity(timeframe="7d")` for recent changes
-    """)
-
-
-def _format_search_results(results: list[dict], query: str) -> str:
-    """Format search result dicts into readable markdown."""
-    if not results:
-        return f"No results found for '{query}'."
-
-    lines = [f"Found {len(results)} results:\n"]
-
-    for item in results:
-        title = item.get("title", "Untitled")
-        permalink = item.get("permalink", "")
-        score = item.get("score")
-        score_text = f" (score: {score:.2f})" if score else ""
-
-        lines.append(f"- **{title}**{score_text}")
-        if permalink:
-            lines.append(f"  permalink: {permalink}")
-        content = item.get("content")
-        if content:
-            # Truncate content snippet
-            content = content[:200] + "..." if len(content) > 200 else content
-            lines.append(f"  {content}")
-        lines.append("")
-
-    return "\n".join(lines)
+        # Extract the rendered prompt from the response
+        result = response.json()
+        return result["prompt"]
@@ -1,27 +0,0 @@
-"""MCP resources for Basic Memory."""
-
-from basic_memory.mcp.resources.project_info import project_info
-
-# TODO: re-enable once MCP client rendering is working
-# from basic_memory.mcp.resources.ui import (
-#     note_preview_ui,
-#     note_preview_ui_mcp_ui,
-#     note_preview_ui_tool_ui,
-#     note_preview_ui_vanilla,
-#     search_results_ui,
-#     search_results_ui_mcp_ui,
-#     search_results_ui_tool_ui,
-#     search_results_ui_vanilla,
-# )
-
-__all__ = [
-    "project_info",
-    # "note_preview_ui",
-    # "note_preview_ui_mcp_ui",
-    # "note_preview_ui_tool_ui",
-    # "note_preview_ui_vanilla",
-    # "search_results_ui",
-    # "search_results_ui_mcp_ui",
-    # "search_results_ui_tool_ui",
-    # "search_results_ui_vanilla",
-]
@@ -14,30 +14,36 @@ Basic Memory creates a semantic knowledge graph from markdown files. Focus on bu

 **Your role**: You're helping humans build enduring knowledge they'll own forever. The semantic graph (observations, relations, context) helps you provide better assistance by understanding connections and maintaining continuity. Think: lasting insights worth keeping, not disposable chat logs.

-## Project Management
+## Project Management 

-**Resolution priority:**
-1. CLI constraint: `BASIC_MEMORY_MCP_PROJECT` env var (highest priority)
+All tools require explicit project specification.
+
+**Three-tier resolution:**
+1. CLI constraint: `--project name` (highest priority)
 2. Explicit parameter: `project="name"` in tool calls
-3. Default project: `default_project` in config (fallback)
+3. Default mode: `default_project_mode=true` in config (fallback)

 ### Quick Setup Check

 ```python
 # Discover projects
 projects = await list_memory_projects()
+
+# Check if default_project_mode enabled
+# If yes: project parameter optional
+# If no: project parameter required
 ```

-### Default Project
+### Default Project Mode

-When `default_project` is set in config:
+When `default_project_mode=true`:
 ```python
 # These are equivalent:
 await write_note("Note", "Content", "folder")
 await write_note("Note", "Content", "folder", project="main")
 ```

-When no `default_project` is configured:
+When `default_project_mode=false` (default):
 ```python
 # Project required:
 await write_note("Note", "Content", "folder", project="main")  # ✓
@@ -53,20 +59,10 @@ await write_note(
    title="Topic",
    content="# Topic\n## Observations\n- [category] fact\n## Relations\n- relates_to [[Other]]",
    folder="notes",
-    project="main"  # Optional if default_project is set in config
+    project="main"  # Required unless default_project_mode=true
 )
 ```

-> **Important**: `write_note` errors if the note already exists. Use `edit_note` for incremental changes, or pass `overwrite=True` to replace.
-
-```python
-# Preferred: update an existing note incrementally
-await edit_note(identifier="Topic", operation="append", content="\n- [category] new fact")
-
-# Alternative: replace the entire note
-await write_note(title="Topic", content="...", folder="notes", overwrite=True)
-```
-
 ### Reading Knowledge

 ```python
@@ -80,27 +76,11 @@ content = await read_note("memory://folder/topic", project="main")
 ### Searching

 ```python
-# Basic text search
-results = await search_notes(query="authentication", project="main")
-
-# Search types: "text" (default), "title", "permalink", "vector"/"semantic", "hybrid"
-# Default is "hybrid" when semantic search is enabled, "text" otherwise
-results = await search_notes(query="auth flow", search_type="hybrid")
-
-# Tag shorthand in query (multiple tags: "tag:x AND tag:y" or "tag:x tag:y")
-results = await search_notes(query="tag:security")
-results = await search_notes(query="tag:coffee AND tag:brewing")
-
-# Filter-only search (no query needed)
-results = await search_notes(tags=["security", "auth"], status="active")
-
-# Metadata filters with operators: $in, $gt, $gte, $lt, $lte, $between
 results = await search_notes(
-    metadata_filters={"priority": {"$in": ["high", "critical"]}}
+    query="authentication",
+    project="main",
+    page_size=10
 )
-
-# Override similarity threshold for vector/hybrid search
-results = await search_notes(query="auth", search_type="hybrid", min_similarity=0.5)
 ```

 ### Building Context
@@ -163,11 +143,12 @@ await write_note(
 ### 1. Project Management

 **Single-project users:**
- Set `default_project` in config (e.g., `"main"`)
- Simpler tool calls — project parameter is optional
+- Enable `default_project_mode=true`
+- Simpler tool calls

 **Multi-project users:**
- Always specify project explicitly in tool calls
+- Keep `default_project_mode=false`
+- Always specify project explicitly

 **Discovery:**
 ```python
@@ -188,8 +169,6 @@ activity = await recent_activity(project="main")
 - 2-3 relations per note
 - Meaningful categories and relation types

-**Prefer `edit_note` for updates** — use `write_note` only for new notes.
-
 **Search before creating:**
 ```python
 # Find existing entities to reference
@@ -221,7 +200,7 @@ Background information
 **Missing project:**
 ```python
 try:
-    await search_notes(query="test")  # Fails if no default_project configured
+    await search_notes(query="test")  # Missing project parameter - will error
 except:
    # Show available projects
    projects = await list_memory_projects()
@@ -229,14 +208,6 @@ except:
    results = await search_notes(query="test", project=projects[0].name)
 ```

-**Note already exists:**
-```python
-# write_note returns an error if the note exists — use edit_note or overwrite
-await edit_note(identifier="Existing Topic", operation="append", content="\n- [update] new info")
-# Or replace entirely:
-await write_note(title="Existing Topic", content="...", folder="notes", overwrite=True)
-```
-
 **Forward references:**
 ```python
 # Check response for unresolved relations
@@ -292,14 +263,13 @@ context = await build_context(url=f"memory://{results[0].permalink}", project="m

 | Tool | Purpose | Key Params |
 |------|---------|------------|
-| `write_note` | Create new | title, content, folder, project, overwrite |
+| `write_note` | Create/update | title, content, folder, project |
 | `read_note` | Read content | identifier, project |
 | `edit_note` | Modify existing | identifier, operation, content, project |
-| `search_notes` | Find notes | query, search_type, tags, metadata_filters, project |
+| `search_notes` | Find notes | query, project |
 | `build_context` | Graph traversal | url, depth, project |
 | `recent_activity` | Recent changes | timeframe, project |
 | `list_memory_projects` | Show projects | (none) |
-| `list_workspaces` | Show workspaces | (none) |

 ## memory:// URL Format

@@ -307,7 +277,6 @@ context = await build_context(url=f"memory://{results[0].permalink}", project="m
 - `memory://folder/title` - By folder + title
 - `memory://permalink` - By permalink
 - `memory://folder/*` - All in folder
- `memory://project-name/folder/title` - Cross-project (auto-routes to the correct project)

 For full documentation: https://docs.basicmemory.com

@@ -1,16 +0,0 @@
-# Basic Memory Cloud (optional)
-
-Basic Memory Cloud is an optional add-on for users who want hosted access and sync.
-
- Hosted access to your knowledge
- Cross-device sync
- Mobile and web access
- Multi-client workflows (Claude, ChatGPT, Gemini, and others)
-
-OSS discount: `{{OSS_DISCOUNT_CODE}}` (20% off for 3 months)
-
-Get started:
-
-```bash
-bm cloud login
-```
@@ -38,8 +38,8 @@ async def project_info(

    Args:
        project: Optional project name. If not provided, uses default_project
-                from config or CLI constraint. If unknown, use
-                list_memory_projects() to discover available projects.
+                (if default_project_mode=true) or CLI constraint. If unknown,
+                use list_memory_projects() to discover available projects.
        context: Optional FastMCP context for performance caching.

    Returns:
@@ -1,16 +0,0 @@
-# Release Notes
-
-## 2026-02-06
-
- Added optional cloud discovery copy to CLI first-run and promo-version notices.
- Added MCP tools for opt-in cloud discovery: `cloud_info` and `release_notes`.
- Updated docs and README copy to keep cloud messaging explicit and optional.
-
-Cloud remains optional for open-source users.
-OSS discount: `{{OSS_DISCOUNT_CODE}}` (20% off for 3 months)
-
-Get started:
-
-```bash
-bm cloud login
-```
@@ -1,89 +0,0 @@
-"""UI resources for MCP Apps integration."""
-
-from basic_memory.mcp.server import mcp
-from basic_memory.mcp.ui import load_html, load_variant_html
-
-# FastMCP's MIME type validator currently accepts only type/subtype, so we
-# use text/html here. MCP Apps hosts typically expect text/html;profile=mcp-app.
-MIME_TYPE = "text/html"
-
-
-@mcp.resource(
-    uri="ui://basic-memory/search-results",
-    name="Basic Memory Search Results",
-    description="Search results UI for Basic Memory tools.",
-    mime_type=MIME_TYPE,
-)
-def search_results_ui() -> str:
-    return load_variant_html("search-results")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/note-preview",
-    name="Basic Memory Note Preview",
-    description="Note preview UI for Basic Memory read_note tool.",
-    mime_type=MIME_TYPE,
-)
-def note_preview_ui() -> str:
-    return load_variant_html("note-preview")
-
-
-# Variant-specific resource URIs for bakeoff comparisons.
-@mcp.resource(
-    uri="ui://basic-memory/search-results/vanilla",
-    name="Basic Memory Search Results (Vanilla)",
-    description="Vanilla HTML search results UI.",
-    mime_type=MIME_TYPE,
-)
-def search_results_ui_vanilla() -> str:
-    return load_html("search-results-vanilla.html")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/search-results/tool-ui",
-    name="Basic Memory Search Results (Tool UI)",
-    description="Tool UI styled search results UI.",
-    mime_type=MIME_TYPE,
-)
-def search_results_ui_tool_ui() -> str:
-    return load_html("search-results-tool-ui.html")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/search-results/mcp-ui",
-    name="Basic Memory Search Results (MCP UI)",
-    description="MCP UI styled search results UI.",
-    mime_type=MIME_TYPE,
-)
-def search_results_ui_mcp_ui() -> str:
-    return load_html("search-results-mcp-ui.html")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/note-preview/vanilla",
-    name="Basic Memory Note Preview (Vanilla)",
-    description="Vanilla HTML note preview UI.",
-    mime_type=MIME_TYPE,
-)
-def note_preview_ui_vanilla() -> str:
-    return load_html("note-preview-vanilla.html")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/note-preview/tool-ui",
-    name="Basic Memory Note Preview (Tool UI)",
-    description="Tool UI styled note preview UI.",
-    mime_type=MIME_TYPE,
-)
-def note_preview_ui_tool_ui() -> str:
-    return load_html("note-preview-tool-ui.html")
-
-
-@mcp.resource(
-    uri="ui://basic-memory/note-preview/mcp-ui",
-    name="Basic Memory Note Preview (MCP UI)",
-    description="MCP UI styled note preview UI.",
-    mime_type=MIME_TYPE,
-)
-def note_preview_ui_mcp_ui() -> str:
-    return load_html("note-preview-mcp-ui.html")
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
phernandez	88a5b07b89	chore: update version to 0.18.2 for v0.18.2 release Signed-off-by: phernandez <paul@basicmachines.co>	2026-02-11 22:33:56 -06:00
phernandez	59e8a937ee	fix: remove unused TIGRIS_CONSISTENCY_HEADERS import Signed-off-by: phernandez <paul@basicmachines.co>	2026-02-11 22:33:36 -06:00
phernandez	c07465d904	docs: add CHANGELOG entry for v0.18.2 Signed-off-by: phernandez <paul@basicmachines.co>	2026-02-11 22:33:10 -06:00
Paul Hernandez	dfb89e841c	fix: use VIRTUAL instead of STORED columns in SQLite migration (#562 ) Signed-off-by: phernandez <paul@basicmachines.co> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-11 22:32:50 -06:00