obsidian-vault

name	obsidian-vault
description	Headless Obsidian vault operations for a personal-assistant agent. Use when the user says "save to vault", "log this note", "find my notes about X", "who is Y", "what's in my inbox", "open loops", "add a follow-up", or whenever you process an incoming signal (email, chat, voice memo) and need to file it. Also use to create or update people/project/meeting/decision notes. Pure file-system; does NOT require Obsidian to be running.
license	Apache-2.0
compatibility	Requires Python 3.10+ (stdlib only). Vault path via $OBSIDIAN_VAULT_PATH (or legacy $OCTOBOTS_VAULT_PATH). ripgrep recommended (falls back to grep).
metadata	{"author":"octobots","version":"0.1.0"}

Obsidian Vault

Operate the user's Obsidian vault as a queryable second-brain — headlessly. The vault is plain markdown plus YAML frontmatter; the agent reads and writes files directly. Obsidian itself is for the user to browse the result later.

This skill is self-contained and stdlib-only. It pairs well with an agent-internal memory skill (e.g. the memory skill in octobots), but doesn't require one:

Where	What goes here	Who reads it
Agent memory (if any)	Short-lived cognition, operational logs	The agent
$OBSIDIAN_VAULT_PATH/	User-facing knowledge base, signals, contacts	The user (in Obsidian); agent files into it

If unsure where something belongs: short-lived agent thought → memory; user might want to read it later → vault.

The CLI is scripts/vault.py. Vault path comes from $OBSIDIAN_VAULT_PATH (fallback: $OCTOBOTS_VAULT_PATH) or --vault; the skill is a no-op if unset. Output is human-readable on stdout; errors → stderr; non-zero exit on failure.

Vault layout

The skill enforces this layout for any note it creates. Existing notes are not migrated.

<vault>/
  inbox/                    # raw, unprocessed signals — landing zone
  daily/YYYY-MM-DD.md       # user-facing daily note (append-only)
  people/                   # one note per contact — the leverage folder
  projects/                 # active projects
  researches/               # deep-dive notes, reading captures
  meetings/                 # synchronous events with attendees + outcomes
  decisions/                # decision log — "why did we do X"
  memories/                 # user-facing long-term memories
  mails/                    # processed email archive
  chats/                    # processed chat snippets (Telegram, Teams, Slack)
  plans/                    # plans, roadmaps, intent docs
  attachments/              # binaries (images, PDFs, audio)
  templates/                # frontmatter templates per note type
  open-loops.md             # active follow-ups (single flat file)
  open-loops-archive/
    YYYY-MM.md              # one file per month, closed loops

Two hard rules:

1. Folder = type. Frontmatter = state. PA filters by status: inbox across folders to find work. Folders never carry state. Don't invent inbox/-flavored subfolders inside other folders.
2. Always wikilinks. Use [[people/anna-petrenko]], never [Anna](./people/anna-petrenko.md). Free backlinks, rename-tracking, and the user gets a graph view.

Frontmatter schema

Every note carries this baseline. Per-type extensions are listed below.

---
type: signal | project | research | decision | meeting | person | plan | memory | mail | chat
status: inbox | active | done | archived
created: 2026-04-07
source: email | telegram | teams | manual | web | voice
people: [[people/anna-petrenko]]
projects: [[projects/q2-launch]]
tags: [urgent, finance]
processed_at: 2026-04-07T15:23:00
---

Per-type extensions

Type	Extra fields
person	org, role, last_contact, topics, urgency
meeting	attendees (list of [[people/...]]), agenda, actions, duration_min
decision	alternatives, rationale, would_change_mind_if
project	started, target_date, blocker, next_action
mail	from, to, subject, received_at, thread_id
chat	channel, participants, received_at

Unknown fields are tolerated (warn-on-unknown, never blocking) — the user may extend the schema in Obsidian and the skill must not break their notes.

Decision tree — where does an incoming signal go?

Is it a synchronous event (call, meeting)?           → meetings/
Is it an email?                                      → mails/
Is it a chat fragment (Telegram/Slack/Teams)?        → chats/
Is it a deep dive / web capture / reading note?     → researches/
Is it a plan / roadmap / intent doc?                 → plans/
Is it a decision the user wants to remember why?    → decisions/
Is it long-term knowledge for the user to reread?   → memories/
Is it a person mentioned 2+ times?                   → people/<slug>.md (autocreate)
Is it about an active project?                       → also wikilink to projects/<slug>
None of the above + user might care later?          → inbox/  (PA triages later)
None of the above + agent-internal only?             → memory log (NOT vault)

The wikilink convention means a single signal can be filed in one place and referenced from many. Don't duplicate notes — link them.

CLI commands

All commands respect --vault <path> (overrides env) and --role <name> (defaults to $OCTOBOTS_ID).

Filing & creation

# Move from inbox/ to its right home, fill frontmatter, set processed_at
vault.py file inbox/2026-04-07-anna-question.md --type chat --person anna-petrenko --project q2-launch

# Create a new note from template, opens for editing (or --content "...")
vault.py new project q2-launch --description "Q2 launch coordination"
vault.py new meeting 2026-04-07-team-sync --attendees anna-petrenko,bob
vault.py new decision use-postgres-not-sqlite --rationale "We need MVCC and JSONB"

Querying

# Find notes by frontmatter facets — uses ripgrep, returns paths + summary
vault.py find --type meeting --since 30d
vault.py find --status inbox
vault.py find --person anna-petrenko --tag finance
vault.py find --project q2-launch --since 7d

# Get a single note's frontmatter + first paragraph
vault.py show people/anna-petrenko.md

People

# Find or create a person note. --touch updates last_contact and bumps counter.
vault.py person anna-petrenko --touch
vault.py person "Anna Petrenko" --org "Acme" --role-field "CFO" --touch

People notes are autocreated only on the second touch to avoid noise from one-off mentions. The first touch records the person in <vault>/.obsidian-vault/<role>/people-pending.md (vault-local agent state, ignored by Obsidian); the second touch promotes it to a real people/<slug>.md.

Open loops

vault.py loop add "Follow up with Anna re: contract by Tue"
vault.py loop list
vault.py loop done --id <id>        # cuts from open-loops.md → archive/YYYY-MM.md

<id> is a short hash printed by loop add and loop list. Closed loops archive into the month they were closed (not the month they were opened).

Daily note

vault.py daily append "Spoke with Anna about Q2 launch — green light"
vault.py daily show                  # prints today's note
vault.py daily show --date 2026-04-06

NEVER use the Write tool on daily notes. They're append-only and shared between you and the user. Only vault.py daily append is safe.

Linking

# Add wikilink from a → b, idempotent (safe to call repeatedly)
vault.py link meetings/2026-04-07-team-sync.md people/anna-petrenko.md

Bases (Obsidian dashboards for the user)

# Copy starter .base files into the vault root (one-time, opt-in)
vault.py bases install

# What's available
vault.py bases list

Bases require Obsidian 1.9+. If the user is on an older version they're harmless YAML files that don't render — no error.

Validation

# Lint all frontmatter against the schema; warn-only by default
vault.py validate
vault.py validate --strict           # exit 1 on any warning
vault.py validate --type meeting

validate reports unknown fields, missing required fields, and invalid date formats. It is not blocking — the user is allowed to evolve the schema. The skill must continue to function on notes that fail validation.

Querying without Bases

Bases require Obsidian. For headless queries the skill uses ripgrep over frontmatter:

# All notes tagged urgent
rg -l '^tags:.*urgent' "$OCTOBOTS_VAULT_PATH"

# All notes with status: inbox
rg -l '^status: inbox' "$OCTOBOTS_VAULT_PATH"

# Backlinks to a person (substitute the wikilink target)
rg -l '\[\[people/anna-petrenko\]\]' "$OCTOBOTS_VAULT_PATH"

vault.py find wraps these patterns. Don't roll your own grep — use the CLI so the schema stays consistent.

Conventions for content

• Wikilinks for everything internal: [[people/anna]], [[projects/q2-launch]], [[decisions/use-postgres]].
• Markdown links only for external URLs: [Acme press release](https://acme.example/news).
• Callouts for structured note sections (the user gets nice rendering, the agent gets greppable headers):

  > [!info] Context
  > Anna asked about Q2 budget.
  
  > [!todo] Action
  > Reply by Tuesday with revised numbers.
  
  > [!quote] What she said
  > "We need to ship by end of May or push to Q3."
  

• Block references (^block-id) when the daily note needs to point back to a specific paragraph in a meeting note.
• Headings for navigation, not styling. One H1 per note (the title); H2 for sections.

Sync conflicts

If the vault is on Obsidian Sync / iCloud / syncthing, you may see conflict files like Note (Anna's iPhone).md. The skill detects them and refuses to operate on them — they require human resolution. vault.py validate lists conflict files in its report.

What NOT to do

• Never overwrite a daily note. Append only, via vault.py daily append.
• Never duplicate a note across folders. Link instead.
• Never invent new top-level folders. The schema is fixed; extend via tags or new note types.
• Never store agent-internal state in the vault. That belongs in .octobots/memory/.
• Never write a person note for a one-off mention. Wait for the second touch.
• Never use markdown links for internal references. Wikilinks only.
• Never operate on sync conflict files (*(.* iPhone)*.md, *conflict*.md).