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setup-sources

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UpdatedMay 12, 2026 at 17:16

Configure cortex's note-source list — Granola, Gemini, Fireflies, Otter, Notion, generic Drive folders or Gmail labels, custom. Auto-fires on "/setup-sources", "set up cortex sources", "configure my notetakers", "set up the mining layer", "add a notetaker to cortex", "configure note sources for end-day", or when /end-day reports "no note sources configured."

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BrightWayAI

BrightWayAI/claude-cortex

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File ClerksOffice and Administrative Support Occupations·SOC 43-4071

SKILL.md

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name	setup-sources
description	Configure cortex's note-source list — Granola, Gemini, Fireflies, Otter, Notion, generic Drive folders or Gmail labels, custom. Auto-fires on "/setup-sources", "set up cortex sources", "configure my notetakers", "set up the mining layer", "add a notetaker to cortex", "configure note sources for end-day", or when /end-day reports "no note sources configured."

See commands/setup-sources.md for the full interview.

When this skill fires

User runs /setup-sources directly
User says: "set up cortex sources", "configure my notetakers", "set up the mining layer", "add a notetaker"
/end-day reports "no note sources configured" and offers to route into this command
User adopts a new notetaker (e.g., adds Fireflies to a specific client) and wants to register it

What this skill is NOT for

Connector authentication — connecting Granola / Gmail / Drive / Notion MCPs is owned by the Cowork / Claude Code runtime. This skill assumes connectors are already wired and only configures cortex's source list against them.
Notetaker software setup — installing the Granola app, configuring Gemini in Google Meet, etc. is out of scope. Configure the tool first, then run this command to register it with cortex.
Replacing the adapter reference — the per-provider fetch logic lives at agents/lib/note-source-adapters.md. This command writes the user's source-list config; the adapter file decides how each provider is queried.

Inputs

<config-root>/plugins/cortex.note-sources.md (read-modify-write; created if missing)
agents/lib/note-source-adapters.md (read-only — the per-provider interview questions and health-checks come from here)

Outputs

<config-root>/plugins/cortex.note-sources.md written or updated
Health-check results surfaced inline during setup so misconfigurations fail loud here, not silent at /end-day time

Behavior rules

Idempotent
Loud failure on adapter health-check failures
Never write a broken config (drop failed-health sources rather than save with errors)

More from this repository

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Regenerate `<config-root>/memory/index.md` — a deterministic, zero-LLM catalog of every memory node grouped by type with decay-state flags. Auto-fires in THREE scenarios: 1. CHAIN STEP: invoked as Step 6 of `/end-day` and as the final step of `/cleanup`. Runs after user-gated changes are committed so the index reflects current state. 2. DEFERRED: when `/remember` writes a new entry, it appends a line to `<config-root>/memory/staged/queues/reindex`. The next `/end-day` or `/cleanup` notices the queue and runs the indexer. 3. EXPLICIT: user runs `/reindex`, or says "regenerate the memory index", "rebuild the catalog", "refresh memory/index.md". This skill has zero LLM cost in steady state. It is a file-walk + string-extract + write. No reasoning, no synthesis — see references/memory-index.md for the deterministic spec.

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Nightly autonomous ingest pipeline. Pulls yesterday's calendar / Gmail / Slack / transcripts / Drive activity into `<config-root>/archive/YYYY-MM-DD/` (immutable substrate), runs the mining agents against the archive, stages all proposed memory commits to `staged/commit-drafts/YYYY-MM-DD.md`, and refreshes `memory/hot.md`. Designed for unattended scheduled execution — no user gates. Auto-fires when the user says: "ingest yesterday", "run nightly ingest", "what happened yesterday I haven't captured", "mine yesterday's calendar", "process yesterday's transcripts". Most users register it on a schedule (11pm or 5am) via core-ops `/register-schedules` and never invoke it by hand. Pair with `/morning` for the interactive review-and-merge of the staged draft.

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name	setup-sources
description	Configure cortex's note-source list — Granola, Gemini, Fireflies, Otter, Notion, generic Drive folders or Gmail labels, custom. Auto-fires on "/setup-sources", "set up cortex sources", "configure my notetakers", "set up the mining layer", "add a notetaker to cortex", "configure note sources for end-day", or when /end-day reports "no note sources configured."

See commands/setup-sources.md for the full interview.

When this skill fires

User runs /setup-sources directly
User says: "set up cortex sources", "configure my notetakers", "set up the mining layer", "add a notetaker"
/end-day reports "no note sources configured" and offers to route into this command
User adopts a new notetaker (e.g., adds Fireflies to a specific client) and wants to register it

What this skill is NOT for

Connector authentication — connecting Granola / Gmail / Drive / Notion MCPs is owned by the Cowork / Claude Code runtime. This skill assumes connectors are already wired and only configures cortex's source list against them.
Notetaker software setup — installing the Granola app, configuring Gemini in Google Meet, etc. is out of scope. Configure the tool first, then run this command to register it with cortex.
Replacing the adapter reference — the per-provider fetch logic lives at agents/lib/note-source-adapters.md. This command writes the user's source-list config; the adapter file decides how each provider is queried.

Inputs

<config-root>/plugins/cortex.note-sources.md (read-modify-write; created if missing)
agents/lib/note-source-adapters.md (read-only — the per-provider interview questions and health-checks come from here)

Outputs

<config-root>/plugins/cortex.note-sources.md written or updated
Health-check results surfaced inline during setup so misconfigurations fail loud here, not silent at /end-day time

Behavior rules

Idempotent
Loud failure on adapter health-check failures
Never write a broken config (drop failed-health sources rather than save with errors)