diff --git a/app/components/content/DocsVideo.vue b/app/components/content/DocsVideo.vue new file mode 100644 index 0000000..c9fcbd2 --- /dev/null +++ b/app/components/content/DocsVideo.vue @@ -0,0 +1,54 @@ + + + diff --git a/content/0.welcome.md b/content/0.welcome.md index 5863e70..e085a02 100644 --- a/content/0.welcome.md +++ b/content/0.welcome.md @@ -11,9 +11,11 @@ seo: **Basic Memory** is real memory for your AI — a knowledge base you own. Built-in AI memory is small, vendor-owned, and usually invisible. Basic Memory is large, structured, and inspectable: a knowledge graph written in plain Markdown. Open it in any editor, hand it to any AI tool, and keep it forever. ::note{icon="i-lucide-megaphone"} -**New in v0.23:** the search release — reranking, Milvus, and a deadlock-free indexing core. The latest patch, v0.23.2, adds complete PostgreSQL full-text search and prevents case-duplicate folders. See [What's New in v0.23](/whats-new/v0-23). Also new in Basic Memory Cloud: [Comments and Suggestions](/whats-new/comments-and-suggestions) and the [Interactive MCP App](/whats-new/interactive-mcp-app) for ChatGPT and Claude. +**New in v0.23:** the search release — reranking, Milvus, and a deadlock-free indexing core. The latest patch, v0.23.2, adds complete PostgreSQL full-text search and prevents case-duplicate folders. See [What's New in v0.23](/whats-new/v0-23). Also new in Basic Memory Cloud: [Comments and Suggestions](/whats-new/comments-and-suggestions) and [Pocketbook (Interactive MCP App)](/whats-new/interactive-mcp-app) for ChatGPT and Claude. :: +::docs-video{src="/videos/hero.mp4" poster="/videos/posters/hero.png" alt="What Basic Memory is, in one minute"} + ## Pick your path :::card-group @@ -72,7 +74,7 @@ title: Teams icon: i-lucide-users to: /teams/about --- -Share one knowledge base with your team — roles, invites, and real-time editing. +Share one knowledge base with your team — roles, invites, and shared projects. :: ::card diff --git a/content/01.start-here/1.what-is-basic-memory.md b/content/01.start-here/1.what-is-basic-memory.md index ba32da7..4ba34c5 100644 --- a/content/01.start-here/1.what-is-basic-memory.md +++ b/content/01.start-here/1.what-is-basic-memory.md @@ -7,8 +7,8 @@ Basic Memory is real memory for your AI — a knowledge base you own. It stores Instead of losing valuable insights in conversation history, you build a persistent knowledge base that every AI tool you use can read, write, and enhance — Claude, ChatGPT, Codex, OpenClaw, Hermes, and all your team's agents, working from one shared memory. ---- -:video{autoplay controls loop muted src="https://basicmemory.com/videos/explainer-video.mp4"} +::docs-video{src="/videos/hero.mp4" poster="/videos/posters/hero.png" alt="What Basic Memory is, in one minute"} +:: ## Why Basic Memory? diff --git a/content/01.start-here/2.quickstart-cloud.md b/content/01.start-here/2.quickstart-cloud.md index 20fbce4..a896c43 100644 --- a/content/01.start-here/2.quickstart-cloud.md +++ b/content/01.start-here/2.quickstart-cloud.md @@ -5,6 +5,9 @@ description: Connect Basic Memory Cloud and create your first note in 2 minutes. Basic Memory Cloud gives you a hosted MCP endpoint and a web app. Connect your AI assistant and start writing notes in minutes - no installation required. +::docs-video{src="/videos/docs-quickstart.mp4" poster="/videos/posters/docs-quickstart.png" alt="Meet your workspace and write your first notes"} +:: + ::mermaid --- code: | @@ -31,6 +34,9 @@ The published ChatGPT and Claude listings are the quickest setup paths. Choose y ### For Claude +::docs-video{src="/videos/docs-connect-claude.mp4" poster="/videos/posters/docs-connect-claude.png" alt="Installing the Basic Memory Cloud connector in Claude and verifying it"} +:: + 1. Open the [Claude Directory](https://claude.ai/directory), or go to **Settings → Customize → Connectors** and select **+**. 2. Search for **Basic Memory Cloud**, open the published connector, and select **Install**. 3. Complete authorization, then ask Claude to list your Basic Memory projects. @@ -39,6 +45,9 @@ The remote connector works across Claude web, desktop, mobile, Cowork, and Claud ### For ChatGPT +::docs-video{src="/videos/docs-connect-chatgpt.mp4" poster="/videos/posters/docs-connect-chatgpt.png" alt="Installing the Basic Memory Cloud plugin in ChatGPT and using it in a chat"} +:: + ::steps ### Open the plugin @@ -121,7 +130,7 @@ I've created "My First Note" in your knowledge base. The note covers: Open [app.basicmemory.com/notes](https://app.basicmemory.com/notes) to see your new note in the sidebar. Notes written by your agent appear live — no refresh needed — and show up in the **Activity** view alongside your own edits. -In a compatible MCP client, you can also ask `Open Basic Memory` to browse the interactive app directly in the conversation. See [Interactive MCP App](/cloud/mcp-app). +In a compatible MCP client, you can also ask `Open Basic Memory` to browse the interactive app directly in the conversation. See [Pocketbook](/cloud/mcp-app). **What you can do in the web app:** - Browse all your notes in the folder tree @@ -143,6 +152,9 @@ Basic Memory is better shared — one knowledge base for you, your teammates, an Invite people from **Settings → Members** in the web app — they get an email, sign in, and start working in the shared projects right away. See [Basic Memory Teams](/teams/about) for workspaces, roles, and seats. +::docs-video{src="/videos/docs-teams-invite.mp4" poster="/videos/posters/docs-teams-invite.png" alt="Inviting a teammate by email, and what they see when they accept"} +:: + --- ## What you can do now diff --git a/content/02.whats-new/01.v0-23.md b/content/02.whats-new/01.v0-23.md index 4e3bb9a..4f45478 100644 --- a/content/02.whats-new/01.v0-23.md +++ b/content/02.whats-new/01.v0-23.md @@ -5,6 +5,9 @@ description: Reranked semantic search, pluggable vector indexes with Milvus, dea **Basic Memory v0.23** shipped in August 2026 ([v0.23.0 release notes](https://github.com/basicmachines-co/basic-memory/releases/tag/v0.23.0)). The theme is search you can trust: semantic search matures with cross-encoder reranking and pluggable vector indexes, the indexing core stops deadlocking under concurrent writers, and a new inspector shows exactly why a search returned what it did. +::docs-video{src="/videos/docs-semantic-search.mp4" poster="/videos/posters/docs-semantic-search.png" alt="Semantic search answering a plain-language question"} +:: + ## Search that ranks ### Opt-in cross-encoder reranking diff --git a/content/02.whats-new/02.comments-and-suggestions.md b/content/02.whats-new/02.comments-and-suggestions.md index 62a7b8f..501e753 100644 --- a/content/02.whats-new/02.comments-and-suggestions.md +++ b/content/02.whats-new/02.comments-and-suggestions.md @@ -5,7 +5,10 @@ description: Leave feedback and propose changes without overwriting a Basic Memo Basic Memory Cloud now has a review workflow built directly into the note editor. People and connected AI assistants can comment on a passage or suggest a precise change while keeping the original text available for review. -::theme-image{light="/screenshots/cloud-app/critic-inline-replacement-light.png" dark="/screenshots/cloud-app/critic-inline-replacement-dark.png" alt="A replacement suggestion shown inline with the original and proposed text"} +::docs-video{src="/videos/docs-comments-suggestions.mp4" poster="/videos/posters/docs-comments-suggestions.png" alt="Suggesting edits and reviewing them with an AI assistant"} +:: + +::theme-image{light="/screenshots/cloud-app/critic-inline-replacement-light.png" dark="/screenshots/cloud-app/critic-inline-replacement-dark.png" alt="A replacement suggestion shown inline with the original and proposed text" class="mt-6"} :: ## Review without rewriting @@ -28,7 +31,7 @@ The note toolbar shows the number of unresolved comments and suggestions. Open i ## Review with an AI assistant -Connected assistants now use the Cloud `review_note` MCP tool to add comments or insertion, deletion, and replacement suggestions without immediately rewriting the note. The same attributed threads appear in the Cloud editor and the interactive MCP App, where people and assistants can reply, resolve comments, and accept or reject suggestions. +Connected assistants now use the Cloud `review_note` MCP tool to add comments or insertion, deletion, and replacement suggestions without immediately rewriting the note. The same attributed threads appear in the Cloud editor and Pocketbook (the Interactive MCP App), where people and assistants can reply, resolve comments, and accept or reject suggestions. Cloud's `read_note`, `edit_note`, and `search_notes` tools are review-aware too: reads return clean prose and structured threads by default, ordinary edits preserve active review work and reject overlapping changes, and search hides CriticMarkup while reporting review-attention counts. @@ -54,7 +57,7 @@ Add comments, propose each kind of edit, and work through unresolved review item ::card --- -title: Interactive MCP App +title: Pocketbook icon: i-lucide-panels-top-left to: /cloud/mcp-app --- diff --git a/content/02.whats-new/03.interactive-mcp-app.md b/content/02.whats-new/03.interactive-mcp-app.md index d9aa6cb..ab59536 100644 --- a/content/02.whats-new/03.interactive-mcp-app.md +++ b/content/02.whats-new/03.interactive-mcp-app.md @@ -1,13 +1,16 @@ --- -title: Interactive MCP App +title: Pocketbook (Interactive MCP App) description: Browse, search, graph, edit, and review Basic Memory inside ChatGPT and Claude conversations. --- -Basic Memory Cloud can now open as an interactive app inside supported AI conversations. Browse your knowledge base, choose where the assistant writes, and work with notes without switching to a separate browser tab. +Basic Memory Cloud can now open **Pocketbook**, its Interactive MCP App, inside supported AI conversations. Browse your knowledge base, choose where the assistant writes, and work with notes without switching to a separate browser tab. + +::docs-video{src="/videos/docs-pocketbook.mp4" poster="/videos/posters/docs-pocketbook.png" alt="The Pocketbook inside a conversation"} +:: The app works in **ChatGPT web and desktop** and **Claude web and desktop** through the hosted Basic Memory Cloud connector. -::theme-image{light="/screenshots/mcp-app/mcp-app-open-light.png" dark="/screenshots/mcp-app/mcp-app-open-dark.png" alt="The Basic Memory MCP App open inside an AI conversation"} +::theme-image{light="/screenshots/mcp-app/mcp-app-open-light.png" dark="/screenshots/mcp-app/mcp-app-open-dark.png" alt="The Pocketbook open inside an AI conversation"} :: ## Your knowledge base inside the conversation @@ -47,7 +50,7 @@ Clients without interactive MCP App support can still use the normal Basic Memor :::card-group ::card --- -title: Interactive MCP App Guide +title: Pocketbook Guide icon: i-lucide-panels-top-left to: /cloud/mcp-app --- diff --git a/content/02.whats-new/04.teams.md b/content/02.whats-new/04.teams.md index 9062653..9620c9e 100644 --- a/content/02.whats-new/04.teams.md +++ b/content/02.whats-new/04.teams.md @@ -21,6 +21,9 @@ Teams is a cloud feature and requires a subscription with one or more seats. Bil ## Invite your team +::docs-video{src="/videos/docs-teams-invite.mp4" poster="/videos/posters/docs-teams-invite.png" alt="Inviting a teammate by email, and what they see when they accept"} +:: + Invite members by email from **Settings → Members** — they sign in, pick up their role, and start working in the shared projects right away. Roles, statuses, and member management are covered in [Members and Roles](/teams/members-and-roles). ## Get started diff --git a/content/02.whats-new/05.changelog.md b/content/02.whats-new/05.changelog.md index d58bf8f..fb0bc08 100644 --- a/content/02.whats-new/05.changelog.md +++ b/content/02.whats-new/05.changelog.md @@ -27,14 +27,16 @@ This release also removes MCP tools and legacy API routes and changes several CL --- -## August 2026 — Cloud review and interactive MCP Apps +## August 2026 — Cloud review and Pocketbook *August 2026 · Basic Memory Cloud* Two new Cloud collaboration surfaces make it easier to work with people and AI assistants without leaving your notes or conversation: - **[Comments and Suggestions](/whats-new/comments-and-suggestions)** — add attributed comments or propose insertions, deletions, and replacements. The Cloud `review_note` MCP tool gives connected assistants the same reply, resolve, accept, and reject workflow with checksum conflict protection. -- **[Interactive MCP App](/whats-new/interactive-mcp-app)** — browse, search, graph, read, edit, and review Basic Memory inside ChatGPT and Claude on web or desktop. Set an active writing folder or add a specific note to the conversation as context. +- **[Pocketbook (Interactive MCP App)](/whats-new/interactive-mcp-app)** — browse, search, graph, read, edit, and review Basic Memory inside ChatGPT and Claude on web or desktop. Set an active writing folder or add a specific note to the conversation as context. + +AI-assisted review is integrated across the Cloud note tools. `read_note` returns clean prose, typed review threads, and a revision checksum; `edit_note` preserves open review work and blocks changes that overlap reviewed text; and `search_notes` keeps review markup out of results while reporting items that still need attention. See [Review with an AI assistant](/cloud/comments-and-suggestions#review-with-an-ai-assistant) for the complete workflow. These are Basic Memory Cloud product updates. The versioned Core release notes continue under [All releases](#all-releases). diff --git a/content/02.whats-new/07.hermes-plugin.md b/content/02.whats-new/07.hermes-plugin.md index 4175258..d09e2cb 100644 --- a/content/02.whats-new/07.hermes-plugin.md +++ b/content/02.whats-new/07.hermes-plugin.md @@ -22,9 +22,22 @@ The [hermes-basic-memory](https://github.com/basicmachines-co/basic-memory/tree/ ## Quick Install -Managed installation requires a Hermes Agent release containing the -[manifest-v2 installer fix](https://github.com/NousResearch/hermes-agent/pull/85893). -Hermes Agent v0.20.5 (`v2026.8.19`) and earlier are not supported. +::warning +**Managed install is currently blocked upstream.** This plugin ships +`manifest_version: 2`, but `hermes plugins install` caps at version 1 on every +released Hermes Agent (latest: v0.20.5 / `v2026.8.19`), so the command fails with +*"requires manifest_version 2, but this installer only supports up to 1."* The fix +is [an open pull request](https://github.com/NousResearch/hermes-agent/pull/85893) +that has not shipped in a release yet, so updating Hermes will not help. + +Until it lands, clone the repo and link the plugin in directly — the Hermes +*runtime* loads manifest v2 without trouble; only the installer is capped: + +```bash +git clone https://github.com/basicmachines-co/basic-memory.git +ln -snf "$PWD/basic-memory/integrations/hermes" ~/.hermes/plugins/basic-memory +``` +:: ```bash hermes plugins install basicmachines-co/basic-memory/integrations/hermes diff --git a/content/02.whats-new/08.cloud.md b/content/02.whats-new/08.cloud.md index 6d9ff63..afeab63 100644 --- a/content/02.whats-new/08.cloud.md +++ b/content/02.whats-new/08.cloud.md @@ -9,7 +9,7 @@ Work with your knowledge base across multiple devices using cloud sync and stora Compatible MCP clients can now open a focused Basic Memory workspace directly in the conversation. Browse projects and folders, search notes, follow wiki links, explore the knowledge graph, edit notes, toggle tasks, and review suggested changes without leaving the chat. -Ask your assistant to “Open Basic Memory” or “Open Basic Memory search for…” to use it. See [Interactive MCP App](/cloud/mcp-app). +Ask your assistant to “Open Basic Memory” or “Open Basic Memory search for…” to use it. See [Pocketbook](/cloud/mcp-app). ## Comments and suggested edits diff --git a/content/02.whats-new/10.openclaw-plugin.md b/content/02.whats-new/10.openclaw-plugin.md index 6bd9bae..d7e03ff 100644 --- a/content/02.whats-new/10.openclaw-plugin.md +++ b/content/02.whats-new/10.openclaw-plugin.md @@ -7,6 +7,9 @@ The [openclaw-basic-memory](https://github.com/basicmachines-co/basic-memory/tre [Basic Memory](/start-here/what-is-basic-memory) is a knowledge base that you and your AI share. This plugin connects it to OpenClaw so your agent remembers past conversations, decisions, and context. +::docs-video{src="/videos/docs-openclaw-remembers.mp4" poster="/videos/posters/docs-openclaw-remembers.png" alt="An agent recalling open tasks at session start, then writing back to the note"} +:: + ::tip **[Read the full OpenClaw Plugin guide →](/integrations/openclaw)** — configuration options, the complete tool reference, slash commands, and bundled skills. :: @@ -23,13 +26,18 @@ The [openclaw-basic-memory](https://github.com/basicmachines-co/basic-memory/tre ## Quick Install +::docs-video{src="/videos/docs-openclaw-cloud.mp4" poster="/videos/posters/docs-openclaw-cloud.png" alt="Installing the plugin and pointing it at a Basic Memory Cloud project"} +:: + ```bash openclaw plugins install @basicmemory/openclaw-basic-memory -openclaw plugins enable openclaw-basic-memory --slot memory openclaw gateway restart ``` -Works out of the box with zero configuration. +That's it. Installing enables the plugin and claims OpenClaw's `memory` slot +automatically — no config editing required. Verify with +`openclaw plugins doctor`. See the [OpenClaw plugin guide](/integrations/openclaw) +for pointing it at an existing project. ## Next Steps diff --git a/content/03.cloud/01.cloud-guide.md b/content/03.cloud/01.cloud-guide.md index c5a7445..a3a2b1c 100644 --- a/content/03.cloud/01.cloud-guide.md +++ b/content/03.cloud/01.cloud-guide.md @@ -5,6 +5,9 @@ description: Cloud remote MCP setup, web editor, CLI tools, and snapshots for Ba Basic Memory Cloud provides hosted MCP access with no local installation required. Bring your knowledge to the cloud - all your existing notes, connections, and context accessible from anywhere. +::docs-video{src="/videos/hero.mp4" poster="/videos/posters/hero.png" alt="What Basic Memory is, in one minute"} +:: + ::note{icon="i-lucide-cloud"} **Why use Basic Memory Cloud?** - Access from any device @@ -61,7 +64,7 @@ Browse, edit, and collaborate on your cloud notes directly in your browser at [a For the complete web app guide including editing modes, drafts, AI collaboration, importing, and project management, see the [Web App Guide](/cloud/web-app). :: -Compatible MCP clients can also open a focused Basic Memory workspace inside the conversation for browsing, search, graph exploration, editing, and review. See [Interactive MCP App](/cloud/mcp-app). +Compatible MCP clients can also open a focused Basic Memory workspace inside the conversation for browsing, search, graph exploration, editing, and review. See [Pocketbook](/cloud/mcp-app). --- diff --git a/content/03.cloud/02.web-app.md b/content/03.cloud/02.web-app.md index ea6156a..d0db635 100644 --- a/content/03.cloud/02.web-app.md +++ b/content/03.cloud/02.web-app.md @@ -28,6 +28,9 @@ Click a folder in the sidebar to filter the note list. Select a note to open it ## Navigating notes +::docs-video{src="/videos/docs-navigating-notes.mp4" poster="/videos/posters/docs-navigating-notes.png" alt="Folders, search, and pinning in the note list"} +:: + ### Browse by folder Expand folders in the sidebar to navigate your project structure. Click a folder to filter the note list to that location. @@ -58,12 +61,18 @@ Open a note's `⋮` menu (or use the command palette) and choose **Pin Note**. P The **Activity** view in the sidebar keeps you aware of what's happening across the workspace — operations in progress (imports, indexing, large edits) and recent completed changes from every member **and connected agent**, with direct links to the affected notes. When your assistant writes a note over MCP, it shows up here live. +::docs-video{src="/videos/docs-activity.mp4" poster="/videos/posters/docs-activity.png" alt="The Activity feed showing recent changes"} +:: + --- ## Explore the graph Open **Graph** in the sidebar for the Knowledge Graph, then pick a view: **Project** (cards), **Structured**, or **Explore** — a 2D/3D rendering of your knowledge graph, notes as nodes, relations as links. Drag to orbit, scroll to zoom, click a node to open the note, and filter by relation type or search for a note to focus on. +::docs-video{src="/videos/docs-graph.mp4" poster="/videos/posters/docs-graph.png" alt="Focusing a node and its typed relations in the knowledge graph"} +:: + --- ## Projects @@ -91,6 +100,9 @@ Upload entire folders and folder trees via the [command line tools](/cloud/cloud Bring existing content into a writable project from **Settings → Import** — pick the team, target project, and an optional destination folder. +::docs-video{src="/videos/docs-import.mp4" poster="/videos/posters/docs-import.png" alt="Importing a ZIP of Markdown into a project"} +:: + | Import type | File | |-------------|------| | **Project ZIP** | A ZIP of a folder of Markdown files — directory structure is preserved (up to 100MB) | diff --git a/content/03.cloud/03.note-editor.md b/content/03.cloud/03.note-editor.md index 952b518..7422e0f 100644 --- a/content/03.cloud/03.note-editor.md +++ b/content/03.cloud/03.note-editor.md @@ -11,6 +11,9 @@ Notes in the [web app](/cloud/web-app) open ready to edit, and everything you wr The app has three modes, switchable from the toolbar or with keyboard shortcuts: +::docs-video{src="/videos/docs-note-editor.mp4" poster="/videos/posters/docs-note-editor.png" alt="Switching between the three editing modes"} +:: + | Mode | Shortcut | Description | |------|----------|-------------| | **Rich editor** | Cmd/Ctrl + Shift + I | WYSIWYG editing — type and format directly, with tables, code blocks, callouts, and task lists | @@ -45,6 +48,9 @@ Press **Cmd/Ctrl + /** to see all formatting shortcuts. Open the **Frontmatter** panel from the toolbar (or the command palette) to edit a note's YAML metadata separately from its content. +::docs-video{src="/videos/docs-frontmatter.mp4" poster="/videos/posters/docs-frontmatter.png" alt="Showing and editing a note's frontmatter"} +:: + ::theme-image{light="/screenshots/cloud-app/v2-frontmatter-light.png" dark="/screenshots/cloud-app/v2-frontmatter-dark.png" alt="Edit Frontmatter"} :: @@ -54,7 +60,7 @@ Open the **Frontmatter** panel from the toolbar (or the command palette) to edit Select text in the rich editor to add a comment or suggest an insertion, deletion, or replacement. Review items stay with the Markdown note so people and connected assistants can discuss and accept changes individually. -See [Comments and Suggestions](/cloud/comments-and-suggestions) for the complete web app, MCP App, and CriticMarkup workflow. +See [Comments and Suggestions](/cloud/comments-and-suggestions) for the complete web app, Pocketbook, and CriticMarkup workflow. --- @@ -113,6 +119,9 @@ Every save creates a new version. Click the **File history** icon (clock) in a n ## Keyboard Shortcuts +::docs-video{src="/videos/docs-command-palette.mp4" poster="/videos/posters/docs-command-palette.png" alt="The command palette"} +:: + The web app is designed for keyboard-first navigation. Press **Cmd/Ctrl + /** to see the full list in the app. ### Command palette diff --git a/content/03.cloud/04.ai-collaboration.md b/content/03.cloud/04.ai-collaboration.md index 7a7da51..d155609 100644 --- a/content/03.cloud/04.ai-collaboration.md +++ b/content/03.cloud/04.ai-collaboration.md @@ -17,6 +17,9 @@ Select text in the editor and it appears in the agent pane, where you can send a If you want to review changes before applying them, ask the agent to leave **comments and suggestions** instead of rewriting the passage. Cloud-connected assistants use the `review_note` MCP tool to create attributed threads; Basic Memory renders them in the review rail, where you can reply to comments, resolve threads, and accept or reject each proposed edit. See [Comments and Suggestions](/cloud/comments-and-suggestions). +::docs-video{src="/videos/docs-comments-suggestions.mp4" poster="/videos/posters/docs-comments-suggestions.png" alt="Suggesting edits and reviewing them with an AI assistant"} +:: + ## The agent pane The agent pane shows the session: what the agent is working on, its progress, and a place to steer it ("Ask for a rewrite, summary, or next step…"). Updates flow into the note in real time, so you can follow along while it writes. diff --git a/content/03.cloud/06.cloud-snapshots.md b/content/03.cloud/06.cloud-snapshots.md index 7698e32..a0aaca6 100644 --- a/content/03.cloud/06.cloud-snapshots.md +++ b/content/03.cloud/06.cloud-snapshots.md @@ -28,6 +28,9 @@ Create as many snapshots as you need—there's no limit. Basic Memory Cloud also Manage snapshots directly in your browser at [app.basicmemory.com](https://app.basicmemory.com). +::docs-video{src="/videos/docs-snapshots.mp4" poster="/videos/posters/docs-snapshots.png" alt="Creating a snapshot, deleting a note, and restoring it from the snapshot"} +:: + ### View Snapshots Go to **Settings → Snapshots** and select a workspace to see its snapshots with creation time and description. diff --git a/content/03.cloud/07.themes.md b/content/03.cloud/07.themes.md index dc76d89..bb6e997 100644 --- a/content/03.cloud/07.themes.md +++ b/content/03.cloud/07.themes.md @@ -5,6 +5,9 @@ description: Personalize the web app with color themes and light, dark, or syste The Basic Memory web app ships with a set of curated color themes, each with coordinated palettes for light and dark mode. Pick both under **Settings → General**, in the **Look & Feel** card. +::docs-video{src="/videos/docs-themes.mp4" poster="/videos/posters/docs-themes.png" alt="Choosing a theme and color mode"} +:: + --- ## Color mode diff --git a/content/03.cloud/09.shared-notes.md b/content/03.cloud/09.shared-notes.md index 77b61c3..a9f96d4 100644 --- a/content/03.cloud/09.shared-notes.md +++ b/content/03.cloud/09.shared-notes.md @@ -6,7 +6,7 @@ description: Publish a note as a public, read-only link for people outside your Shared Notes are **public** shares: publish a single note as a read-only web page that anyone with the link can read, no account required — handy for a document, a spec, or a writeup you want to show people outside your workspace. ::tip -**Sharing with your team doesn't need a link.** Teammates see notes automatically through [team projects](/teams/team-projects) — everyone in the workspace (or everyone you've granted access on a shared project) already has them. Use Shared Notes only for readers outside Basic Memory. +**Sharing with your team doesn't need a link.** Teammates see notes automatically through [team projects](/teams/team-projects) — everyone in the workspace (or everyone invited to an invite-only project) already has them. Use Shared Notes only for readers outside Basic Memory. :: ::theme-image{light="/screenshots/cloud-app/v2-shared-note-public-note-light.png" dark="/screenshots/cloud-app/v2-shared-note-public-note-dark.png" alt="A shared note"} @@ -22,7 +22,10 @@ Sharing is available in every cloud workspace — personal and team. No extra se Open a saved note, then use its `⋮` menu → **Share note**. -::theme-image{light="/screenshots/cloud-app/v2-shared-note-button-light.png" dark="/screenshots/cloud-app/v2-shared-note-button-dark.png" alt="Share note action in the note menu"} +::docs-video{src="/videos/docs-shared-notes.mp4" poster="/videos/posters/docs-shared-notes.png" alt="Sharing a note as a public link, viewing it logged out, and revoking it"} +:: + +::theme-image{light="/screenshots/cloud-app/v2-shared-note-button-light.png" dark="/screenshots/cloud-app/v2-shared-note-button-dark.png" alt="Share note action in the note menu" class="mt-6"} :: A dialog opens with a warning — "Anyone with this link can view the note without signing in." — and a **Create Link** button. Click it to generate the public link, then **Copy** to copy it. diff --git a/content/03.cloud/10.restore-lost-content.md b/content/03.cloud/10.restore-lost-content.md index 469c020..ca8d361 100644 --- a/content/03.cloud/10.restore-lost-content.md +++ b/content/03.cloud/10.restore-lost-content.md @@ -18,6 +18,9 @@ Start with File history if you can — it's faster and works without leaving the File history is per-note. Every save creates a new version, so you can step back to any earlier state of a single note without touching anything else. +::docs-video{src="/videos/docs-file-history.mp4" poster="/videos/posters/docs-file-history.png" alt="Opening File history and restoring an earlier version of a note"} +:: + ::steps ### Open the note @@ -44,6 +47,9 @@ See [File History](/cloud/file-history) for the full reference, including who ca Snapshots are workspace-wide point-in-time backups. Use them when you need to roll back more than one note — a deleted folder, a botched reorganization, or a project you wish you hadn't deleted. +::docs-video{src="/videos/docs-snapshots.mp4" poster="/videos/posters/docs-snapshots.png" alt="Creating a snapshot and restoring a deleted note from it"} +:: + ::note{icon="i-lucide-info"} Basic Memory Cloud creates snapshots automatically every day, and you can create manual ones before risky changes. As long as the content existed in some snapshot, you can get it back. For the snapshots reference itself — what they are, automatic vs manual, CLI options — see [Cloud Snapshots](/cloud/cloud-snapshots). :: diff --git a/content/03.cloud/11.file-history.md b/content/03.cloud/11.file-history.md index 6a5e50b..ee8975f 100644 --- a/content/03.cloud/11.file-history.md +++ b/content/03.cloud/11.file-history.md @@ -9,6 +9,9 @@ Every saved version of a note is preserved automatically in Basic Memory Cloud. File history is a cloud feature. Versions are created automatically on every save — no setup, nothing to turn on. :: +::docs-video{src="/videos/docs-file-history.mp4" poster="/videos/posters/docs-file-history.png" alt="Opening File history and restoring an earlier version of a note"} +:: + --- ## Open File history diff --git a/content/03.cloud/14.comments-and-suggestions.md b/content/03.cloud/14.comments-and-suggestions.md index 4170c84..92e6d72 100644 --- a/content/03.cloud/14.comments-and-suggestions.md +++ b/content/03.cloud/14.comments-and-suggestions.md @@ -5,7 +5,10 @@ description: Review notes with comments, suggested edits, and portable CriticMar Basic Memory keeps review feedback with the note, so people and connected AI assistants can discuss a passage or propose a change without overwriting the original text. -Under the rich editor, comments and suggestions use portable [CriticMarkup](https://github.com/CriticMarkup/CriticMarkup-toolkit). You can review the same note in the Cloud web app or the **Basic Memory MCP App** inside a compatible AI conversation. +Under the rich editor, comments and suggestions use portable [CriticMarkup](https://github.com/CriticMarkup/CriticMarkup-toolkit). You can review the same note in the Cloud web app or the **Pocketbook** inside a compatible AI conversation. + +::docs-video{src="/videos/docs-comments-suggestions.mp4" poster="/videos/posters/docs-comments-suggestions.png" alt="Suggesting edits and reviewing them with an AI assistant"} +:: --- @@ -140,7 +143,7 @@ Search results also hide CriticMarkup storage bytes. JSON results include `revie ## Review inside a conversation -The [Basic Memory MCP App](/cloud/mcp-app) brings the same focused review workflow into compatible AI clients. From the embedded note reader you can: +The [Pocketbook](/cloud/mcp-app) brings the same focused review workflow into compatible AI clients. From the embedded note reader you can: - Add attributed comments - Suggest insertions, deletions, and replacements @@ -173,7 +176,7 @@ Connect assistants that can read, write, and review your notes. ::card --- -title: Interactive MCP App +title: Pocketbook icon: i-lucide-panels-top-left to: /cloud/mcp-app --- diff --git a/content/03.cloud/15.mcp-app.md b/content/03.cloud/15.mcp-app.md index 3fe2c09..1f58cc0 100644 --- a/content/03.cloud/15.mcp-app.md +++ b/content/03.cloud/15.mcp-app.md @@ -1,14 +1,17 @@ --- -title: Interactive MCP App +title: Pocketbook (Interactive MCP App) description: Browse, search, graph, read, review, and edit Basic Memory from a compatible MCP conversation. --- -Basic Memory Cloud includes an interactive **Basic Memory MCP App** inside compatible AI clients. It brings a focused version of your workspace into the conversation, so you can browse notes, set a writing location, or make a quick edit without switching to a separate browser tab. +Basic Memory Cloud includes **Pocketbook**, its Interactive MCP App, inside compatible AI clients. It brings a focused version of your workspace into the conversation, so you can browse notes, set a writing location, or make a quick edit without switching to a separate browser tab. The app is part of the hosted Cloud connector at `https://cloud.basicmemory.com/mcp`; there is no second server or separate installation. +::docs-video{src="/videos/docs-pocketbook.mp4" poster="/videos/posters/docs-pocketbook.png" alt="The Pocketbook inside a conversation"} +:: + ::note -Interactive MCP Apps are currently supported in: +Pocketbooks are currently supported in: - **ChatGPT** — web and desktop - **Claude** — web and desktop @@ -31,33 +34,33 @@ Show the knowledge graph around my architecture note. Your assistant calls `open_basic_memory` and opens the requested view. The default workspace and project resolve automatically, so you do not need to list or choose a project first unless you want a different location. -::theme-image{light="/screenshots/mcp-app/mcp-app-open-light.png" dark="/screenshots/mcp-app/mcp-app-open-dark.png" alt="The Basic Memory MCP App open to the Notes gallery inside an AI conversation"} +::theme-image{light="/screenshots/mcp-app/mcp-app-open-light.png" dark="/screenshots/mcp-app/mcp-app-open-dark.png" alt="The Pocketbook open to the Notes gallery inside an AI conversation"} :: ## Expand the app to full screen When your AI client supports full-screen MCP Apps, the diagonal-arrow **Expand** action appears in the app header beside the link to the full Basic Memory web app. -::theme-image{light="/screenshots/mcp-app/mcp-app-expand-control-light.png" dark="/screenshots/mcp-app/mcp-app-expand-control-dark.png" alt="The Expand action in the Basic Memory MCP App header"} +::theme-image{light="/screenshots/mcp-app/mcp-app-expand-control-light.png" dark="/screenshots/mcp-app/mcp-app-expand-control-dark.png" alt="The Expand action in Pocketbook header"} :: Choose **Expand** to move from the compact conversation card into a larger workspace. Full-screen mode keeps the project or folder picker, **Notes**, **Search**, **Graph**, the active writing-location control, and the full web-app link together while giving note cards, editors, and graphs more room. The exact full-screen frame is controlled by the AI client. Use its close or return control to go back to the conversation. -::theme-image{light="/screenshots/mcp-app/mcp-app-fullscreen-light.png" dark="/screenshots/mcp-app/mcp-app-fullscreen-dark.png" alt="The Basic Memory MCP App expanded to a full-screen workspace in an AI client"} +::theme-image{light="/screenshots/mcp-app/mcp-app-fullscreen-light.png" dark="/screenshots/mcp-app/mcp-app-fullscreen-dark.png" alt="The Pocketbook expanded to a full-screen workspace in an AI client"} :: ## Choose where new notes go The **Notes** view is both a browser and a location picker. Use the breadcrumb at the top to switch workspaces, projects, and folders. Folder cards show their note counts, note cards open in place, and **Load more** pages through longer directories. The external-link action opens the current location in the full Basic Memory web app. -::theme-image{light="/screenshots/mcp-app/mcp-app-use-folder-light.png" dark="/screenshots/mcp-app/mcp-app-use-folder-dark.png" alt="The Use this folder button before a writing location is selected in the Basic Memory MCP App"} +::theme-image{light="/screenshots/mcp-app/mcp-app-use-folder-light.png" dark="/screenshots/mcp-app/mcp-app-use-folder-dark.png" alt="The Use this folder button before a writing location is selected in Pocketbook"} :: Choose **Use this folder** to make the current workspace, project, and directory the active writing location for the conversation. The app marks it as **Active folder**, and the copy action lets you reuse its Basic Memory location elsewhere. -::theme-image{light="/screenshots/mcp-app/mcp-app-active-folder-light.png" dark="/screenshots/mcp-app/mcp-app-active-folder-dark.png" alt="A folder selected as the active writing location in the Basic Memory MCP App"} +::theme-image{light="/screenshots/mcp-app/mcp-app-active-folder-light.png" dark="/screenshots/mcp-app/mcp-app-active-folder-dark.png" alt="A folder selected as the active writing location in Pocketbook"} :: The app sends the location into the conversation and asks the assistant to write new notes there until you choose another folder. The assistant can then keep the workspace, project, and directory attached to later Basic Memory calls instead of asking you to select them again. @@ -85,12 +88,12 @@ From the reader you can: In the Notes gallery, hover over a note card and choose **Use note in conversation**. The app prepares a prompt that tells the assistant to use that note in the current conversation thread. -::theme-image{light="/screenshots/mcp-app/mcp-app-use-note-gallery-light.png" dark="/screenshots/mcp-app/mcp-app-use-note-gallery-dark.png" alt="The Use note in conversation action on a note card in the Basic Memory MCP App gallery"} +::theme-image{light="/screenshots/mcp-app/mcp-app-use-note-gallery-light.png" dark="/screenshots/mcp-app/mcp-app-use-note-gallery-dark.png" alt="The Use note in conversation action on a note card in Pocketbook gallery"} :: You can also open the note and click its title in the reader to use it in the conversation. -::theme-image{light="/screenshots/mcp-app/mcp-app-use-note-title-light.png" dark="/screenshots/mcp-app/mcp-app-use-note-title-dark.png" alt="The clickable note title in the full Basic Memory MCP App reader header"} +::theme-image{light="/screenshots/mcp-app/mcp-app-use-note-title-light.png" dark="/screenshots/mcp-app/mcp-app-use-note-title-dark.png" alt="The clickable note title in the full Pocketbook reader header"} :: The prompt identifies the note by workspace, project, and permalink, so the assistant can read the right note and use it as context. You can add your question or instructions before sending it. @@ -102,7 +105,7 @@ The prompt identifies the note by workspace, project, and permalink, so the assi Open **Search**, enter a query, and choose whether to search the current project or all projects you can access. Results show matching excerpts and their locations; select one to open it in the reader without leaving the app. -::theme-image{light="/screenshots/mcp-app/mcp-app-search-light.png" dark="/screenshots/mcp-app/mcp-app-search-dark.png" alt="Search results in the Basic Memory MCP App"} +::theme-image{light="/screenshots/mcp-app/mcp-app-search-light.png" dark="/screenshots/mcp-app/mcp-app-search-dark.png" alt="Search results in Pocketbook"} :: ## Edit and review in place diff --git a/content/04.teams/1.about.md b/content/04.teams/1.about.md index 27bd31d..b1b8701 100644 --- a/content/04.teams/1.about.md +++ b/content/04.teams/1.about.md @@ -3,7 +3,7 @@ title: Basic Memory Teams description: One shared knowledge base for your team and every AI agent connected to it. --- -Basic Memory Teams puts your whole team — and every AI agent they use — on one shared memory. Anything a teammate writes is immediately available to everyone else and to their agents: a decision captured in one person's Claude session becomes context for another's Codex run. Edit notes together in real time, hand work off between humans and agents, and build one connected knowledge base instead of scattered copies. +Basic Memory Teams puts your whole team — and every AI agent they use — on one shared memory. Anything a teammate writes is immediately available to everyone else and to their agents: a decision captured in one person's Claude session becomes context for another's Codex run. Hand work off between humans and agents, and build one connected knowledge base instead of scattered copies. ::note{icon="i-lucide-users"} **Teams requires a subscription with one or more seats.** Billing is per seat. Joining or starting a team doesn't change anything about your existing setup — your personal cloud subscription (if you have one) and any local projects keep working exactly as before. Teams adds a team workspace alongside them. @@ -21,13 +21,16 @@ Your account can have more than one workspace. Each keeps its own projects, note | **Personal** | Just you | Your personal cloud subscription and notes | | **Team** | Your team | Shared projects, members, roles, and seats | +::docs-video{src="/videos/docs-teams-invite.mp4" poster="/videos/posters/docs-teams-invite.png" alt="Inviting a teammate by email, and what they see when they accept"} +:: + In the app, each workspace — personal and every team — appears as its own section in the sidebar. Projects and notes are scoped to the workspace you're in; local projects stay on your machine, reachable from the CLI and MCP alongside them. --- -## Working together in real time +## Working together -When two people open the same note, they see each other's edits as they happen. The editor is built on CRDTs (Yjs), so every keystroke syncs instantly across collaborators with no merge conflicts to resolve. A presence avatar appears in the note header for each active collaborator — each one gets a distinct color so you can tell at a glance who's typing where. +Everyone on the team reads and writes the same knowledge base. A note a teammate saves is available to you — and to your agents — the next time you open it, and every change is listed in the Activity feed with a link to the note it touched. ### AI agents as collaborators @@ -80,7 +83,7 @@ title: Team Projects icon: i-lucide-folder-kanban to: /teams/team-projects --- -Project visibility, sharing, and workspace targeting. +Project access, invite-only projects, and workspace targeting. :: ::card diff --git a/content/04.teams/2.members-and-roles.md b/content/04.teams/2.members-and-roles.md index 24fd272..9ddcdc7 100644 --- a/content/04.teams/2.members-and-roles.md +++ b/content/04.teams/2.members-and-roles.md @@ -11,7 +11,7 @@ Every member of a team has a role that determines what they can do, and a status | Role | Can do | |------|--------| -| **Viewer** | Read-only access to workspace projects and notes (can edit a [shared project](/teams/team-projects) if granted edit access on it) | +| **Viewer** | Read-only access to team projects and notes (can edit an [invite-only project](/teams/team-projects) if granted edit access on it) | | **Editor** | Read and write notes, and create projects | | **User Admin** | Everything an editor can, plus manage members and invitations, view the audit log, and download project archives | | **Admin** | Everything a user admin can, plus manage API keys | @@ -31,8 +31,16 @@ Once an invitation has been extended to a user, members also have a **status**: ## Inviting members +::docs-video{src="/videos/docs-teams-invite.mp4" poster="/videos/posters/docs-teams-invite.png" alt="Inviting a teammate by email, and what they see when they accept"} +:: + + Owners, admins, and user admins invite people by email from **Settings → Members** — click **Invite Member**. +::note +**Invite Member is disabled when you have no available seats.** Check **Seat Usage** at the top of the page — if it reads *0 available*, add a seat under [Settings → Billing](/teams/seats-and-billing) first. Pending invitations don't consume a seat, but you can't create one without a seat for it to land in. +:: + ::steps ### Send an invitation @@ -97,6 +105,6 @@ title: Team Projects icon: i-lucide-folder-kanban to: /teams/team-projects --- -Project visibility, sharing, and workspace targeting. +Project access, invite-only projects, and workspace targeting. :: ::: diff --git a/content/04.teams/4.team-projects.md b/content/04.teams/4.team-projects.md index 96d5039..ee36053 100644 --- a/content/04.teams/4.team-projects.md +++ b/content/04.teams/4.team-projects.md @@ -1,36 +1,43 @@ --- title: Team Projects -description: Project visibility, sharing, and working with team projects from the app, MCP, and CLI. +description: Team and invite-only project access, and working with team projects from the app, MCP, and CLI. --- -Projects are how a team organizes its knowledge base. Every project in a team workspace has a visibility, and every member's access follows their [role](/teams/members-and-roles). +Projects are how a team organizes its knowledge base. Every project in a team workspace has an access level, and every member's reach into it follows their [role](/teams/members-and-roles). --- -## Project visibility +## Project access -Team projects come in three visibilities. The right one depends on who needs to see the work: +::docs-video{src="/videos/docs-teams-access.mp4" poster="/videos/posters/docs-teams-access.png" alt="Switching a project to invite-only, watching it disappear for a teammate, and opening it back up"} +:: -| Visibility | Who can see it | When to use | -|------------|----------------|-------------| -| **Standard** (`workspace`) — _default_ | Everyone in the team, based on their team role | Most team work — the open, shared knowledge base | -| **Shared** (`shared`) | Only people you grant access to, each with **view** or **edit** access | Sensitive topics (hiring, contracts, security audits) where you want a controlled group | -| **Private** (`private`) | Just you | Drafts and scratch work that isn't ready for the team | +Every project in a team workspace has an access level that decides who can find it: -When you create a cloud project, you can set its visibility from the CLI: +| Access | Who can see it | When to use | +|--------|----------------|-------------| +| **Team** — _default_ | Everyone in the team, according to their [role](/teams/members-and-roles) | Most team work — the open, shared knowledge base | +| **Invite-only** | Only the teammates you invite to it | Sensitive topics — hiring, contracts, security reviews — or work you want to keep to yourself | -```bash -# Standard — visible to everyone in the team workspace (default) -bm project add team-wiki --cloud --workspace acme --visibility workspace +### Changing a project's access -# Shared — only people you grant access to -bm project add hiring-2026 --cloud --workspace acme --visibility shared +Open **Settings → Projects**. Each project lists its current access underneath its name. Click **Edit Access**, choose **Team** or **Invite-only**, and save. -# Private — just you -bm project add my-scratch --cloud --workspace acme --visibility private -``` +Access can be changed at any time — it isn't fixed when the project is created. + +### Choosing who can see an invite-only project + +An invite-only project gets a **Manage Members** button next to **Edit Access**. Use it to invite specific teammates. Anyone you don't invite can't find or open the project. -See the [CLI Reference](/reference/cli-reference) for full `bm project add` options. +An invite-only project with nobody invited is visible only to you. That's the way to keep drafts or scratch work in a team workspace without the rest of the team seeing them. + +::note +**Keeping something entirely out of the team is simpler than it looks.** Your [personal workspace](/teams/about#workspaces) is separate from every team you belong to, and teammates never see it. You only need an invite-only project when the work should live in the team workspace but stay narrow. +:: + +::warning +**`bm project add --visibility` does not work.** The CLI accepts `workspace`, `shared`, and `private` and then ignores them — every project is created **Team**-visible regardless. It is also not possible to read a project's access level back from the CLI. Set access in the app instead, and confirm it there. Tracked in [basic-memory#1343](https://github.com/basicmachines-co/basic-memory/issues/1343). +:: --- diff --git a/content/04.teams/5.join-a-team.md b/content/04.teams/5.join-a-team.md index 3131e3d..630a5cb 100644 --- a/content/04.teams/5.join-a-team.md +++ b/content/04.teams/5.join-a-team.md @@ -11,6 +11,9 @@ You got an invite to a Basic Memory [team workspace](/teams/about). This page wa --- +::docs-video{src="/videos/docs-teams-invite.mp4" poster="/videos/posters/docs-teams-invite.png" alt="Accepting an invitation, creating an account, and landing in the team workspace"} +:: + ## 1. Accept the invitation Open the invitation email and click the **Accept invitation** link. It opens an accept page in the app. diff --git a/content/07.concepts/6.schema-system.md b/content/07.concepts/6.schema-system.md index f4f1263..e51897b 100644 --- a/content/07.concepts/6.schema-system.md +++ b/content/07.concepts/6.schema-system.md @@ -5,6 +5,9 @@ description: Define, validate, and evolve note structure in Basic Memory with sc In Basic Memory, your notes are Markdown files with structured information — facts (called [observations](/concepts/observations-and-relations)) and links to other notes (called [relations](/concepts/observations-and-relations)). A schema describes what a particular type of note should contain — like making sure every person note has a name. +::docs-video{src="/videos/docs-schema-system.mp4" poster="/videos/posters/docs-schema-system.png" alt="Schema validation catching a bad record, fixed with one sentence"} +:: + Schemas are optional. You can use Basic Memory without ever defining one. But as your knowledge base grows, schemas help you keep notes consistent and give your AI a guide for creating well-structured notes. --- diff --git a/content/07.concepts/7.semantic-search.md b/content/07.concepts/7.semantic-search.md index a7902a8..ee0f75f 100644 --- a/content/07.concepts/7.semantic-search.md +++ b/content/07.concepts/7.semantic-search.md @@ -5,6 +5,9 @@ description: Meaning-based retrieval with vector and hybrid search in Basic Memo Most knowledge tools make you organize everything up front so you can find it later. Basic Memory takes the opposite approach — write naturally, and let search figure out the connections. +::docs-video{src="/videos/docs-semantic-search.mp4" poster="/videos/posters/docs-semantic-search.png" alt="Semantic search answering a plain-language question"} +:: + When you or your AI save a note, Basic Memory indexes it two ways: by the exact words it contains, and by what it *means*. Search for "login security improvements" and find notes about "authentication hardening" even though the exact words don't match. This happens automatically — no tagging system to maintain, no folder hierarchy to get right. What makes this different from a typical search tool is that your AI is part of the loop. It writes notes, searches them, and builds on what it finds — all through the same tools. The search index updates incrementally as notes change, so the AI is always working with current knowledge, not a stale snapshot. diff --git a/content/07.concepts/8.metadata-search.md b/content/07.concepts/8.metadata-search.md index 1ce06a4..5adad10 100644 --- a/content/07.concepts/8.metadata-search.md +++ b/content/07.concepts/8.metadata-search.md @@ -5,6 +5,9 @@ description: Filter and find notes by their YAML frontmatter — status, type, t Every note in Basic Memory has YAML frontmatter at the top. Metadata search lets you find notes by those fields — status, type, tags, custom fields, anything you put there. It's how you ask things like _"show me all in-progress specs tagged security"_ or _"find decisions made in the last quarter with priority high or critical"_ without scanning text. +::docs-video{src="/videos/docs-metadata-search.mp4" poster="/videos/posters/docs-metadata-search.png" alt="Filtering notes by frontmatter fields in Structured search"} +:: + Metadata search is a parameter on the same [`search_notes`](/reference/mcp-tools-reference#search_notes) tool you use for text and [semantic search](/concepts/semantic-search). You can use it on its own, or combine it with a text query and tag filters. ::tip diff --git a/content/08.integrations/01.claude-desktop.md b/content/08.integrations/01.claude-desktop.md index 52516be..8e4ac86 100644 --- a/content/08.integrations/01.claude-desktop.md +++ b/content/08.integrations/01.claude-desktop.md @@ -11,6 +11,9 @@ Basic Memory describes its tools to Claude through the Model Context Protocol, s Basic Memory is published in Claude's **Connectors Directory**. This is the recommended way to connect Basic Memory Cloud. +::docs-video{src="/videos/docs-connect-claude.mp4" poster="/videos/posters/docs-connect-claude.png" alt="Installing the Basic Memory Cloud connector in Claude and verifying it"} +:: + ::steps ### Sign Up Create your account at [basicmemory.com](https://basicmemory.com/?utm_source=docs&utm_medium=docs&utm_campaign=claude-desktop) @@ -157,6 +160,16 @@ What have we been working on this week? Claude checks recent activity and offers to continue any thread. Changes sync in real time — edits you make in any text editor appear instantly in your next conversation. +**Open your knowledge base in the conversation:** +``` +Open Basic Memory +``` + +Claude displays the **[Pocketbook](/cloud/mcp-app)** — a working interface inside the chat. Browse folders and notes, open the full editor to make changes in place, or point the agent at a folder so new notes land where you want them. + +::docs-video{src="/videos/docs-pocketbook-claude.mp4" poster="/videos/posters/docs-pocketbook-claude.png" alt="Pocketbook running inside Claude Desktop"} +:: + You can also reference specific notes with `memory://` URLs. Learn more in [Memory URLs](/concepts/memory-urls). --- diff --git a/content/08.integrations/04.chatgpt.md b/content/08.integrations/04.chatgpt.md index 43e9678..f362656 100644 --- a/content/08.integrations/04.chatgpt.md +++ b/content/08.integrations/04.chatgpt.md @@ -7,6 +7,9 @@ Basic Memory Cloud is available in ChatGPT's **Plugin directory**. Connecting th ## Install from the Plugin directory +::docs-video{src="/videos/docs-connect-chatgpt.mp4" poster="/videos/posters/docs-connect-chatgpt.png" alt="Installing the Basic Memory Cloud plugin in ChatGPT and using it in a chat"} +:: + ::steps ### Open Basic Memory Cloud @@ -72,7 +75,10 @@ ChatGPT will call the appropriate tools behind the scenes, searching and fetchin ## Use the interactive Basic Memory app -When you ask to open or browse Basic Memory, ChatGPT can display the **Basic Memory MCP App** directly in the conversation. From there you can switch projects and folders, browse or search notes, explore the graph, follow wiki links, edit notes, toggle tasks, and work through comments and suggested edits. +When you ask to open or browse Basic Memory, ChatGPT can display the **Pocketbook** directly in the conversation. From there you can switch projects and folders, browse or search notes, explore the graph, follow wiki links, edit notes, toggle tasks, and work through comments and suggested edits. + +::docs-video{src="/videos/docs-pocketbook.mp4" poster="/videos/posters/docs-pocketbook.png" alt="Pocketbook inside a ChatGPT conversation"} +:: Try: @@ -80,7 +86,7 @@ Try: Open Basic Memory search for quarterly planning. ``` -If you only ask a question about your notes, ChatGPT uses the normal search and read tools instead of opening the interface. See [Interactive MCP App](/cloud/mcp-app) for the full workflow. +If you only ask a question about your notes, ChatGPT uses the normal search and read tools instead of opening the interface. See [Pocketbook](/cloud/mcp-app) for the full workflow. ## Important Notes @@ -131,7 +137,7 @@ Complete documentation for every MCP tool. ::card --- -title: Interactive MCP App +title: Pocketbook icon: i-lucide-panels-top-left to: /cloud/mcp-app --- diff --git a/content/08.integrations/06.openclaw.md b/content/08.integrations/06.openclaw.md index 633632a..46e44a9 100644 --- a/content/08.integrations/06.openclaw.md +++ b/content/08.integrations/06.openclaw.md @@ -14,15 +14,92 @@ Requires [OpenClaw](https://openclaw.dev) and [uv](https://docs.astral.sh/uv/) ( ## Installation +::docs-video{src="/videos/docs-openclaw-cloud.mp4" poster="/videos/posters/docs-openclaw-cloud.png" alt="Installing the plugin and pointing it at a Basic Memory Cloud project"} +:: + Install the plugin and restart the gateway: ```bash openclaw plugins install @basicmemory/openclaw-basic-memory -openclaw plugins enable openclaw-basic-memory --slot memory openclaw gateway restart ``` -That's it — the plugin works with zero configuration by default. +That's the whole install. It enables the plugin and claims OpenClaw's `memory` +slot for you — you should see it report: + +``` +Exclusive slot "memory" switched from "memory-core" to "openclaw-basic-memory". +Installed plugin: openclaw-basic-memory +``` + +Verify with `openclaw plugins doctor`, which prints the project it resolved and +`No plugin issues detected.` + +By default the plugin creates and uses a project named `openclaw-{hostname}`. To +point it at a project you already have, add a `config` block in +`~/.openclaw/openclaw.json`: + +```json5 +{ + plugins: { + entries: { + "openclaw-basic-memory": { + enabled: true, + config: { project: "My Project" } + } + } + } +} +``` + +::note +OpenClaw needs to be working with a model provider before any of this. Setting +that up is covered in OpenClaw's own documentation, not here. +:: + +### Using Basic Memory Cloud + +By default the plugin writes to a **local** project on that machine. If you want +your agent's memory in Basic Memory Cloud — synced across devices, shared with a +team, reachable from hosted agents — point it at a cloud-routed project. + +Sign in once: + +```bash +bm cloud login +``` + +Then either use a project you already have, or create one routed to Cloud: + +```bash +bm project add my-agent --cloud --workspace "My Workspace" +``` + +Name that project for the plugin: + +```bash +openclaw config set plugins.entries.openclaw-basic-memory.config.project "my-agent" +``` + +That writes the same thing you could set by hand in `~/.openclaw/openclaw.json`: + +```json5 +{ + plugins: { + entries: { + "openclaw-basic-memory": { + enabled: true, + config: { project: "my-agent" } + } + } + } +} +``` + +`openclaw plugins doctor` will report the project it resolved. Confirm the +routing with `bm project list` — the project's **Route** column should read +`cloud`. From then on everything the agent writes lands in your cloud workspace, +and anything already there is available to it. --- @@ -58,6 +135,9 @@ This means a single search returns context from structured notes, free-form memo At session start, the plugin automatically loads active tasks and recent notes so your agent has immediate context without you needing to ask. +::docs-video{src="/videos/docs-openclaw-remembers.mp4" poster="/videos/posters/docs-openclaw-remembers.png" alt="An agent recalling open tasks at session start, then writing back to the note"} +:: + ### Auto-Capture Conversation turns are recorded as timestamped entries in daily notes, building a searchable log of your interactions over time. diff --git a/content/08.integrations/07.hermes.md b/content/08.integrations/07.hermes.md index 9ecb27b..b7e525b 100644 --- a/content/08.integrations/07.hermes.md +++ b/content/08.integrations/07.hermes.md @@ -11,13 +11,30 @@ The plugin is open source and lives in the basic-memory monorepo — browse the :: ::tip -Managed installation requires a [Hermes Agent](https://github.com/NousResearch/hermes-agent) release containing the [manifest-v2 installer fix](https://github.com/NousResearch/hermes-agent/pull/85893). Hermes Agent v0.20.5 (`v2026.8.19`) and earlier are not supported. If the installer says it only supports `manifest_version: 1`, update Hermes to a release containing that fix. You also need [`uv`](https://docs.astral.sh/uv/) on your PATH. The plugin auto-installs the `bm` CLI on first init via `uv tool install basic-memory` (a one-time ~10s pause if it isn't already present). +[Hermes Agent](https://github.com/NousResearch/hermes-agent) (see the installation note below — managed install is blocked on every current release) and [`uv`](https://docs.astral.sh/uv/) on your PATH. The plugin auto-installs the `bm` CLI on first init via `uv tool install basic-memory` (a one-time ~10s pause if it isn't already present). :: --- ## Installation +::warning +**Managed install is currently blocked upstream.** This plugin ships +`manifest_version: 2`, but `hermes plugins install` caps at version 1 on every +released Hermes Agent (latest: v0.20.5 / `v2026.8.19`), so the command fails with +*"requires manifest_version 2, but this installer only supports up to 1."* The fix +is [an open pull request](https://github.com/NousResearch/hermes-agent/pull/85893) +that has not shipped in a release yet, so updating Hermes will not help. + +Until it lands, clone the repo and link the plugin in directly — the Hermes +*runtime* loads manifest v2 without trouble; only the installer is capped: + +```bash +git clone https://github.com/basicmachines-co/basic-memory.git +ln -snf "$PWD/basic-memory/integrations/hermes" ~/.hermes/plugins/basic-memory +``` +:: + Install the plugin: ```bash @@ -43,6 +60,41 @@ Verify the plugin is live: hermes memory status ``` +### Using Basic Memory Cloud + +By default the plugin runs in **local** mode and writes to a project on that +machine. In cloud mode, tool calls route directly through the Basic Memory Cloud +API — no local file mirror, no bisync. + +Sign in, then create a cloud-routed project: + +```bash +bm cloud login +bm project add hermes-memory-cloud +bm project set-cloud hermes-memory-cloud --workspace "My Workspace" +``` + +`--workspace` is required if you belong to more than one; otherwise it resolves +the only one available. + +Then point the plugin at it in `~/.hermes/basic-memory.json` (or run +`hermes memory setup basic-memory`): + +```json +{ + "mode": "cloud", + "project": "hermes-memory-cloud" +} +``` + +Restart the gateway and confirm with `hermes memory status`. Check the routing +with `bm project list` — the project's **Route** column should read `cloud`. + +::note +In cloud mode the plugin does **not** create the project for you, unlike local +mode. Create it first with the commands above, or initialization fails. +:: + ```text Provider: basic-memory Plugin: installed ✓ diff --git a/content/10.reference/2.mcp-tools-reference.md b/content/10.reference/2.mcp-tools-reference.md index 3a606e0..3de6f91 100644 --- a/content/10.reference/2.mcp-tools-reference.md +++ b/content/10.reference/2.mcp-tools-reference.md @@ -165,7 +165,7 @@ Render a note as a formatted artifact for display in MCP clients. Returns the no ### `open_basic_memory` (Cloud) -Open the interactive Basic Memory MCP App in a compatible client. Use this when the user wants to see, browse, navigate, or interact with Basic Memory visually. Use `read_note`, `search_notes`, or `list_directory` instead when the assistant only needs data for its answer. +Open the interactive Pocketbook in a compatible client. Use this when the user wants to see, browse, navigate, or interact with Basic Memory visually. Use `read_note`, `search_notes`, or `list_directory` instead when the assistant only needs data for its answer. The default workspace and project resolve automatically. 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