Bm Setup

Basic Memory setup

Run a short, adaptive interview (~2-3 minutes) and then write the configuration. Be conversational and skip questions whose answer is already obvious from context (e.g. if list_memory_projects shows a single local project and no cloud workspaces, don't ask about cloud/teams — just confirm). Suggest a sensible default for every question so the user can accept with one word. Don't do any writes until the interview is done and you've confirmed the plan.

Prerequisite check

First confirm the Basic Memory MCP server is connected — call list_memory_projects. If that tool isn't available or errors, Basic Memory isn't wired into Claude Code yet. Stop and walk the user through it first (everything below depends on it):

1. Install it: uv tool install basic-memory --prerelease=allow (or pip install basic-memory), version >= 0.19.0. The --prerelease=allow flag is required with uv — Basic Memory depends on a FastMCP pre-release, and without it uv silently installs an older release.
2. Connect it: claude mcp add basic-memory -- uvx --prerelease=allow basic-memory mcp, then restart the session so the MCP server loads.

Re-check list_memory_projects before continuing — don't start the interview until it succeeds.

Interview

Ask only what you can't infer. Cover:

1. Focus / how you'll use it. "What will this project mostly be — code/dev, research, writing, knowledge capture, planning, or a mix?" This answer is load-bearing, not small talk: it drives the folder structure you suggest (step 4) and is stored so the SessionStart brief can surface it, keeping capture matched to the use-case. Don't let it evaporate — if you infer it from context instead of asking, still say the use-case you assumed and the structure it implies, and let the user correct it in one word.

   A code/dev answer makes this a coding setup (sessionProfile: "coding"): verify the directory is inside a Git repository, resolve a stable repository identifier such as owner/name from the origin remote or GitHub CLI, show it to the user, and ask for confirmation. Do not guess when the remote is missing or ambiguous, and do not infer coding merely because the current directory is a Git checkout — for mixed use, ask whether this repository should capture Git and pull-request context. The coding profile seeds the Coding Session schema so deliberate checkpoints carry required, queryable Git identity (repository, branch, SHA, and working directory), plus typed pull-request fields when a PR exists.

2. Project mapping. "Do you already have a Basic Memory project for this, or should I create one?"

   • Existing → show list_memory_projects() and let them pick. That name becomes primaryProject.
   • New → propose a name (default: this repo's directory name) and create it with create_memory_project.
     • Local project (default): path defaults to ~/basic-memory/<name>/; any connected Basic Memory server can create it.
     • Cloud project (the user wants capture in a cloud workspace): pass the workspace selector (a slug from list_workspaces) and a cloud-style path like /<name>, and create it with a cloud-connected MCP server. A purely local server (uvx --prerelease=allow basic-memory mcp) treats the path as a local directory and fails to create it (e.g. read-only /). When both a local and a cloud server are connected, route creation and the schema seeding through the cloud one, and pin primaryProject to the new project's external_id UUID (collision-proof across workspaces).

3. Cloud / teams (skip if there are no extra workspaces). Run list_workspaces. If the user belongs to more than one workspace, they likely have a team workspace alongside their personal/default one. Use list_memory_projects to see the projects in each (note: project names collide across workspaces, so always use the workspace-qualified name, e.g. my-team-2/notes, or the external_id UUID — never a bare name).

   • Read from the team (recommended): ask which team projects to pull into the session brief for recall. Store their qualified names in secondaryProjects. These are read-only — recall reads across them; nothing is written to them. Cap: the SessionStart brief reads only the first 6 shared projects per session (a latency/output bound), in list order. If the user wants more than six, order the most relevant first and tell them the rest are configured but not read each session.
   • Share target (optional): if the user wants a place to publish notes to the team via /basic-memory:bm-share, add it to teamProjects as "<qualified-name>": { "promoteFolder": "shared" }. Sharing is always a manual gesture — auto-capture never writes to a team project.

   Keep primaryProject a project the user owns for their own capture; team projects are for reading and deliberate sharing only.

4. Placement — learn or suggest (depends on the project's state). The goal is a short placementConventions string (3-6 lines) telling you where new notes go. How you get it depends on whether the project already has notes:

   • Existing project with notes → learn. Inspect it: list_directory for the folder layout, sample a few notes per folder (and, where a folder holds recurring typed notes, you may run schema_infer to see their shape). Summarize the real conventions — folder-by-topic layout, naming style, the observation categories they favor. Infer from their actual notes; don't impose.
   • New or empty project → suggest (there's nothing to learn yet). Propose a light structure that fits the focus from step 1 — 3-5 optional top-level folders, no deep taxonomy — and be explicit that it's a starting point, not a scaffold: notes work fine without it and structure can stay emergent. Don't create empty folders; folders appear as notes land in them. Let the user edit or decline in one word. Either way, keep it short and store the result as placementConventions. The SessionStart brief surfaces it (alongside captureFolder), so this is what makes your captures land where the user expects — without it, placement is guesswork.

5. Schemas. "I'll add the session schema for this profile, plus decision and task schemas, so I can find them precisely later — okay?" (See "Seed the schemas" below.)

6. Lifecycle-event capture. "The plugin keeps a local trail of SessionStart and PreCompact events for diagnostics by default. Keep that on?" Default to on. Explain that the normal session brief and PreCompact checkpoint work either way; capture adds bounded lifecycle metadata to a local inbox until bm hook flush archives it locally. It never creates knowledge-graph notes. Persist the JSON boolean false only when the user opts out.

   • Capture stays local and personal. It never writes directly to team projects.

7. How active should I be? (output style) "Want me to proactively capture — search the graph before recalling, write material decisions as typed notes, and cite permalinks? Or keep it quiet (just the session brief, the PreCompact checkpoint, and /basic-memory:bm-remember on demand)?" Enabling it sets outputStyle: "basic-memory". Default to enabled; leave it off for a recall-only, low-noise setup. (This is the single knob for how proactive the assistant is — the hooks always run regardless.)

8. Shared skills (optional, default yes). "Want the full Basic Memory toolkit — the shared memory-* skills (memory-notes, memory-tasks, memory-research, memory-schema, memory-defrag, …)? I can install them alongside this plugin." These are the canonical, framework-agnostic skills (the same set OpenClaw bundles). This plugin ships only the Claude-Code-specific glue and pulls the shared set on demand — it doesn't vendor its own copies. (See "Install the shared skills" below.)

Apply (after confirming the plan)

1. Seed the schemas

The plugin ships seed schemas at <plugin>/schemas/ — that's two directories up from this skill's directory, then schemas/ (this skill is at <plugin>/skills/bm-setup/). Read coding-session.md for a coding profile or session.md for a general profile, then read decision.md and task.md.

These schemas cover notes the Claude integration writes directly. Lifecycle envelopes are not notes: bm hook flush archives that operational trace locally, so there is no projected session or tool-ledger schema to seed.

For each one:

• Check whether the chosen project already has a schema for that type (search_notes with metadata_filters={"type": "schema"}, or try read_note("schemas/<name>")). If it exists, skip it — never overwrite a schema the user may have customized.
• Otherwise write it with write_note, routed to primaryProject (pass it as project, or as project_id if it's an external_id UUID):
  • directory="schemas", note_type="schema", title = the schema's title (Session / Decision / Task).
  • content = the markdown body only — everything after the --- frontmatter block (the # Session heading and the prose).
  • metadata = the schema's structured frontmatter as a nested dict: entity, version, the full schema map, and settings (keep its nested frontmatter, and pass enum values as JSON arrays, e.g. ["open","resumed","closed"]).
  • Do not put the schema's --- frontmatter inside content. On the cloud write path that nested YAML is silently coerced to the string '[object Object]' (basic-memory-cloud#1000), corrupting schema/settings. The metadata param round-trips correctly on both local and cloud. After seeding, verify one note with read_note(..., output_format="json", include_frontmatter=true) — schema/settings must come back as nested objects, not strings.
• Coding setup: the selected coding-session.md schema's Git identity fields (repository, repo_root, cwd, branch, git_sha) are required by design. Required-and-proven fields are what make coding checkpoints queryable, so seed the schema unmodified instead of also seeding the general Session schema.

2. Install the shared skills (if the user opted in)

First, guard against clobbering a source checkout. If ./skills already exists, is tracked in git, and holds memory-* directories, you're inside the skills' own source repo (e.g. basic-memory itself) — the install would overwrite the working copy with published versions. In that case skip the install and tell the user the skills are already present as source; don't run the command. Quick check:

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git ls-files skills/ | grep -q memory- && echo "source repo - skip install"

Otherwise, run from the project root:

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npx skills add basicmachines-co/basic-memory/skills

This installs the canonical memory-* skills into the user's skills directory — the single source of truth, shared with OpenClaw. The plugin does not vendor copies; it relies on this shared set. If npx / the skills CLI isn't available, point the user at the manual install in the top-level skills/README.md.

3. Write settings

Build the basicMemory block from the interview:

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{
  "basicMemory": {
    "primaryProject": "<chosen>",
    "secondaryProjects": [],
    "captureFolder": "sessions",
    "rememberFolder": "bm-remember",
    "recallTimeframe": "3d",
    "preCompactCapture": "extractive",
    "sessionProfile": "coding",
    "repository": "owner/name",
    "captureEvents": true,
    "placementConventions": "<learned or suggested summary, or null>",
    "teamProjects": {}
  },
  "outputStyle": "basic-memory"
}

Persist sessionProfile explicitly. Persist repository only for the coding profile, after the user confirms it — a coding setup is incomplete without a repository identifier because the coding_session schema requires queryable Git identity fields. Omit both keys' example values for a general setup ("sessionProfile": "general", no repository).

Only include outputStyle if the user opted in. Ask whether this is a team default (write/merge into .claude/settings.json, suggest committing it) or personal (.claude/settings.local.json). Merge into any existing file — read it, add/replace only the keys above, preserve everything else. Use compact, valid JSON. Always persist captureEvents as a JSON boolean.

Writing the basicMemory block is also what stops the SessionStart hook's first-run nudge — the config's presence is the signal that setup has run.

4. Smoke-test the wiring

Before you close, prove recall actually resolves — this catches a misnamed project, missing cloud credentials, or a ref that doesn't route, while the user is still here to fix it. Run the same structured query the SessionStart hook runs, via the CLI it uses (basic-memory / bm / uvx --prerelease=allow basic-memory):

• Primary: … tool search-notes --type schema --page-size 10 against primaryProject — use --project-id <uuid> for a UUID, --project <ref> otherwise. It should return the schemas you just seeded. For a coding setup, confirm the Coding Session schema is present.
• One shared project (only if secondaryProjects is non-empty): a --type decision --status open query against the first ref. It just needs to return cleanly — 0 results is fine; an error means the ref doesn't route.
• Hook health: run basic-memory hook status --harness claude --project-dir <project-root> with the first available basic-memory, bm, or uvx --prerelease=allow basic-memory launcher. It must find the intended settings and report the selected project and capture state. Record the shared inbox depth and last-flush state in the setup summary; the counts include envelopes from every supported harness.

If a query errors, or the primary returns nothing, surface it and fix the project ref before closing — don't let the next session's brief come up empty.

Close

Confirm what you did in a few lines: the project mapping, the session profile (and confirmed repository for a coding setup), which schemas were seeded vs. already present, whether placement was learned or suggested, the smoke-test result, whether lifecycle-event capture is enabled, the shared hook inbox/flush state, and whether the output style is on.

Then handle activation based on the output style:

• Output style enabled → it's fixed at session start, so the full capture reflexes only take effect next session. Prompt the user to restart the session (start a new Claude Code session) to activate them. Be precise so it doesn't read as "nothing works yet": recall is already live this session (the SessionStart hook's prompt ran), and the PreCompact checkpoint works now too — only the proactive-capture reflexes wait for the restart.
• Output style off → no restart needed; the hooks already run.

End with: "Done — I'll use this from the next message. Run /basic-memory:bm-status anytime to see what I'm tracking."