basic-memory

<!-- mcp-name: io.github.basicmachines-co/basic-memory --> [](https://www.gnu.org/licenses/agpl-3.0) [](https://badge.fury.io/py/basic-memory) [](https://www.python.org/downloads/) [](https://github.com/basicmachines-co/basic-memory/actions) [](https://github.com/astral-sh/ruff)   ## 🚀 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. [Sign up now →](https://basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme) with a 7 day free trial # Basic Memory Basic Memory lets you build persistent knowledge through natural conversations with Large Language Models (LLMs) like 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) ## Pick up your conversation right where you left off - AI assistants can load context from local files in a new conversation - Notes are saved locally as Markdown files in real time - No project knowledge or special prompting required https://github.com/user-attachments/assets/a55d8238-8dd0-454a-be4c-8860dbbd0ddc ## Quick Start ```bash # Install with uv (recommended) uv tool install basic-memory # Configure Claude Desktop (edit ~/Library/Application Support/Claude/claude_desktop_config.json) # Add this to your config: { "mcpServers": { "basic-memory": { "command": "uvx", "args": [ "basic-memory", "mcp" ] } } } # Now in Claude Desktop, you can: # - Write notes with "Create a note about coffee brewing methods" # - Read notes with "What do I know about pour over coffee?" # - Search with "Find information about Ethiopian beans" ``` 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 starts fresh, without the context or knowledge from previous ones. Current workarounds have limitations: - Chat histories capture conversations but aren't structured knowledge - RAG systems can query documents but don't let LLMs write back - Vector databases require complex setups and often live in the cloud - Knowledge graphs typically need specialized tools to maintain Basic Memory addresses these problems with a simple approach: structured Markdown files that both humans and LLMs can read and write to. The key advantages: - **Local-first:** All knowledge stays in files you control - **Bi-directional:** Both you and the LLM read and write to the same files - **Structured yet simple:** Uses familiar Markdown with semantic patterns - **Traversable knowledge graph:** LLMs can follow links between topics - **Standard formats:** Works with existing editors like Obsidian - **Lightweight infrastructure:** Just local files indexed in a local SQLite database With Basic Memory, you can: - Have conversations that build on previous knowledge - Create structured notes during natural conversations - Have conversations with LLMs that remember what you've discussed before - Navigate your knowledge graph semantically - Keep everything local and under your control - Use familiar tools like Obsidian to view and edit notes - Build a personal knowledge base that grows over time - Sync your knowledge to the cloud with bidirectional synchronization - Authenticate and manage cloud projects with subscription validation - Mount cloud storage for direct file access ## How It Works in Practice Let's say you're exploring coffee brewing methods and want to capture your knowledge. Here's how it works: 1. Start by chatting normally: ``` I've been experimenting with different coffee brewing methods. Key things I've learned: - Pour over gives more clarity in flavor than French press - Water temperature is critical - around 205°F seems best - Freshly ground beans make a huge difference ``` ... continue conversation. 2. Ask the LLM to help structure this knowledge: ``` "Let's write a note about coffee brewing methods." ``` LLM creates a new Markdown file on your system (which you can see instantly in Obsidian or your editor): ```markdown --- title: Coffee Brewing Methods permalink: coffee-brewing-methods tags: - coffee - brewing --- # Coffee Brewing Methods ## Observations - [method] Pour over provides more clarity and highlights subtle flavors - [technique] Water temperature at 205°F (96°C) extracts optimal compounds - [principle] Freshly ground beans preserve aromatics and flavor ## Relations - relates_to [[Coffee Bean Origins]] - requires [[Proper Grinding Technique]] - affects [[Flavor Extraction]] ``` The note embeds semantic content and links to other topics via simple Markdown formatting. 3. You see this file on your computer in real time in the current project directory (default `~/$HOME/basic-memory`). - Realtime sync can be enabled via running `basic-memory sync --watch` 4. In a chat with the LLM, you can reference a topic: ``` Look at `coffee-brewing-methods` for context about pour over coffee ``` The LLM can now build rich context from the knowledge graph. For example: ``` Following relation 'relates_to [[Coffee Bean Origins]]': - Found information about Ethiopian Yirgacheffe - Notes on Colombian beans' nutty profile - Altitude effects on bean characteristics Following relation 'requires [[Proper Grinding Technique]]': - Burr vs. blade grinder comparisons - Grind size recommendations for different methods - Impact of consistent particle size on extraction ``` Each related document can lead to more context, building a rich semantic understanding of your knowledge base. This creates a two-way flow where: - Humans write and edit Markdown files - LLMs read and write through the MCP protocol - Sync keeps everything consistent - All knowledge stays in local files. ## Technical Implementation Under the hood, Basic Memory: 1. Stores everything in Markdown files 2. Uses a SQLite database for searching and indexing 3. Extracts semantic meaning from simple Markdown patterns - Files become `Entity` objects - Each `Entity` can have `Observations`, or facts associated with it - `Relations` connect entities together to form the knowledge graph 4. Maintains the local knowledge graph derived from the files 5. Provides bidirectional synchronization between files and the knowledge graph 6. Implements the Model Context Protocol (MCP) for AI integration 7. Exposes tools that let AI assistants traverse and manipulate the knowledge graph 8. Uses memory:// URLs to reference entities across tools and conversations The file format is just Markdown with some simple markup: Each Markdown file has: ### Frontmatter ```markdown title: <Entity title> type: <The type of Entity> (e.g. note) permalink: <a uri slug> - <optional metadata> (such as tags) ``` ### Observations Observations are facts about a topic. They can be added by creating a Markdown list with a special format that can reference a `category`, `tags` using a "#" character, and an optional `context`. Observation Markdown format: ```markdown - [category] content #tag (optional context) ``` Examples of observations: ```markdown - [method] Pour over extracts more floral notes than French press - [tip] Grind size should be medium-fine for pour over #brewing - [preference] Ethiopian beans have bright, fruity flavors (especially from Yirgacheffe) - [fact] Lighter roasts generally contain more caffeine than dark roasts - [experiment] Tried 1:15 coffee-to-water ratio with good results - [resource] James Hoffman's V60 technique on YouTube is excellent - [question] Does water temperature affect extraction of different compounds differently? - [note] My favorite local shop uses a 30-second bloom time ``` ### Relations Relations are links to other topics. They define how entities connect in the knowledge graph. Markdown format: ```markdown - relation_type [[WikiLink]] (optional context) ``` Examples of relations: ```markdown - pairs_well_with [[Chocolate Desserts]] - grown_in [[Ethiopia]] - contrasts_with [[Tea Brewing Methods]] - requires [[Burr Grinder]] - improves_with [[Fresh Beans]] - relates_to [[Morning Routine]] - inspired_by [[Japanese Coffee Culture]] - documented_in [[Coffee Journal]] ``` ## Using with VS Code Add the following JSON block to your User Settings (JSON) file in VS Code. You can do this by pressing `Ctrl + Shift + P` and typing `Preferences: Open User Settings (JSON)`. ```json { "mcp": { "servers": { "basic-memory": { "command": "uvx", "args": ["basic-memory", "mcp"] } } } } ``` Optionally, you can add it to a file called `.vscode/mcp.json` in your workspace. This will allow you to share the configuration with others. ```json { "servers": { "basic-memory": { "command": "uvx", "args": ["basic-memory", "mcp"] } } } ``` You can use Basic Memory with VS Code to easily retrieve and store information while coding. ## Using with Claude Desktop Basic Memory is built using the MCP (Model Context Protocol) and works with the Claude desktop app (https://claude.ai/): 1. Configure Claude Desktop to use Basic Memory: Edit your MCP configuration file (usually located at `~/Library/Application Support/Claude/claude_desktop_config.json` for OS X): ```json { "mcpServers": { "basic-memory": { "command": "uvx", "args": [ "basic-memory", "mcp" ] } } } ``` If you want to use a specific project (see [Multiple Projects](#multiple-projects) below), update your Claude Desktop config: ```json { "mcpServers": { "basic-memory": { "command": "uvx", "args": [ "basic-memory", "mcp", "--project", "your-project-name" ] } } } ``` 2. Sync your knowledge: ```bash # One-time sync of local knowledge updates basic-memory sync # Run realtime sync process (recommended) basic-memory sync --watch ``` 3. Cloud features (optional, requires subscription): ```bash # Authenticate with cloud (stores OAuth token locally) basic-memory cloud login # (Optional) install/configure rclone for file sync commands basic-memory cloud setup # Check cloud auth + health basic-memory cloud status ``` **Per-Project Cloud Routing** (API key based): Individual projects can be routed through the cloud while others stay local. This uses an API key for routed project calls: ```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 basic-memory status --local basic-memory project list --local basic-memory project ls --name main --local # Force cloud routing for this command 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 ``` 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 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 ``` **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 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) ``` **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 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 ``` 5. Example prompts to try: ``` "Create a note about our project architecture decisions" "Find information about JWT authentication in my notes" "Create a canvas visualization of my project components" "Read my notes on the authentication system" "What have I been working on in the past week?" ``` ## Futher info See the [Documentation](https://docs.basicmemory.com?utm_source=github&utm_medium=referral&utm_campaign=readme) 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. ## Logging Basic Memory uses [Loguru](https://github.com/Delgan/loguru) for logging. The logging behavior varies by entry point: | Entry Point | Default Behavior | Use Case | |-------------|------------------|----------| | CLI commands | File only | Prevents log output from interfering with command output | | MCP server | File only | Stdout would corrupt the JSON-RPC protocol | | API server | File (local) or stdout (cloud) | Docker/cloud deployments use stdout | **Log file location:** `~/.basic-memory/basic-memory.log` (10MB rotation, 10 days retention) ### Environment Variables | Variable | Default | Description | |----------|---------|-------------| | `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_ENV` | `dev` | Set to `test` for test mode (stderr only) | | `BASIC_MEMORY_NO_PROMOS` | `false` | When `true`, disables cloud promo messages and telemetry | ### Examples ```bash # Enable debug logging BASIC_MEMORY_LOG_LEVEL=DEBUG basic-memory sync # View logs tail -f ~/.basic-memory/basic-memory.log # Cloud/Docker mode (stdout logging with structured context) BASIC_MEMORY_CLOUD_MODE=true uvicorn basic_memory.api.app:app ``` ## Development ### Running Tests Basic Memory supports dual database backends (SQLite and Postgres). By default, tests run against SQLite. Set `BASIC_MEMORY_TEST_POSTGRES=1` to run against Postgres (uses testcontainers - Docker required). **Quick Start:** ```bash # Run all tests against SQLite (default, fast) just test-sqlite # Run all tests against Postgres (uses testcontainers) just test-postgres # Run both SQLite and Postgres tests just test ``` **Available Test Commands:** - `just test` - Run all tests against both SQLite and Postgres - `just test-sqlite` - Run all tests against SQLite (fast, no Docker needed) - `just test-postgres` - Run all tests against Postgres (uses testcontainers) - `just test-unit-sqlite` - Run unit tests against SQLite - `just test-unit-postgres` - Run unit tests against Postgres - `just test-int-sqlite` - Run integration tests against SQLite - `just test-int-postgres` - Run integration tests against Postgres - `just test-windows` - Run Windows-specific tests (auto-skips on other platforms) - `just test-benchmark` - Run performance benchmark tests - `just testmon` - Run tests impacted by recent changes (pytest-testmon) - `just test-smoke` - Run fast MCP end-to-end smoke test - `just fast-check` - Run fix/format/typecheck + impacted tests + smoke test - `just doctor` - Run local file <-> DB consistency checks with temp config **Postgres Testing:** Postgres tests use [testcontainers](https://testcontainers-python.readthedocs.io/) which automatically spins up a Postgres instance in Docker. No manual database setup required - just have Docker running. **Testmon Note:** When no files have changed, `just testmon` may collect 0 tests. That's expected and means no impacted tests were detected. **Test Markers:** Tests use pytest markers for selective execution: - `windows` - Windows-specific database optimizations - `benchmark` - Performance tests (excluded from default runs) - `smoke` - Fast MCP end-to-end smoke tests **Other Development Commands:** ```bash 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) 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 ``` See the [justfile](justfile) for the complete list of development commands. ## License AGPL-3.0 Contributions are welcome. See the [Contributing](CONTRIBUTING.md) guide for info about setting up the project locally and submitting PRs. ## Star History <a href="https://www.star-history.com/#basicmachines-co/basic-memory&Date"> <picture> <source media="(prefers-color-scheme: dark)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date&theme=dark" /> <source media="(prefers-color-scheme: light)" srcset="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" /> <img alt="Star History Chart" src="https://api.star-history.com/svg?repos=basicmachines-co/basic-memory&type=Date" /> </picture> </a> Built with ♥️ by [Basic Machines](https://basicmachines.co?utm_source=github&utm_medium=referral&utm_campaign=readme)