sage-ontology

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Entities stored as memories, relationships stored as edges — searchable, traversable, persistent. **Part of the unified knowledge system.** Ontology entries surface alongside regular knowledge and self-learning entries during recall. ## Capabilities by Backend | Capability | MCP | Files | |------------|-----|-------| | Create entities | ✅ `sage_memory_store` | ✅ `.sage-memory/ont-*.md` files | | Search entities | ✅ BM25 + tag filter | ⚠️ filename scan + read | | Update entities | ✅ `sage_memory_update` | ✅ edit file | | Delete entities | ✅ CASCADE removes edges | ✅ delete file + clean relations | | Create relations | ✅ `sage_memory_link` | ✅ `relations:` in entity file | | Multi-hop traversal | ✅ `sage_memory_graph` | ❌ not available | | Cycle detection | ✅ built into graph tool | ⚠️ manual trace | | Browse by type | ✅ `sage_memory_list` | ✅ scan `ont-` files | **How to detect backend:** At session start, call `sage_memory_set_project` with the project root path. If it responds, use MCP. If not, use `.sage-memory/` files. **Agent-driven extraction (0.9+).** Ontology entities are populated primarily by passing `entities` and `relations` to `sage_memory_store` from the calling agent: ``` sage_memory_store( content: "...", entities: [{name: "PaymentOrchestrator", type: "CONCEPT"}], relations: [{from: "PaymentOrchestrator", to: "Stripe", rel: "depends_on"}] ) ``` The background worker is a fallback that runs only when an LLM API key is configured AND the agent didn't pass an extraction payload. Prefer the agent-driven path: your model has the full conversational context, the worker only sees the stored content. ## Core Model **Entities** hold properties. **Relations** connect two entities with a typed, directed edge. ``` Entity: [Task:task_a1b2] "Fix payment timeout" Relation: task_a1b2 —blocks→ task_f3a4 ``` ## Entity Operations ### Create Entity **With MCP:** ``` sage_memory_store( title: "[Task:task_a1b2] Fix payment timeout in checkout flow", content: '{"id":"task_a1b2","type":"Task","properties":{"title":"Fix payment timeout","status":"open","priority":"high"}}', tags: ["ontology", "entity", "task", "billing", "checkout"], scope: "project" ) ``` **With files:** ``` File: .sage-memory/ont-task-a1b2-fix-payment-timeout.md --- tags: [ontology, entity, task, billing, checkout] type: ontology scope: project entity_id: task_a1b2 entity_type: Task created: 2026-03-20 --- {"id":"task_a1b2","type":"Task","properties":{"title":"Fix payment timeout","status":"open","priority":"high"}} ``` **Filename convention:** `ont-{type}-{id}-{short-description}.md` **ID format:** `{type_prefix}_{8_hex}` — e.g., `task_a1b2c3d4`, `pers_e5f6a7b8`, `proj_c9d0e1f2` ### Search Entities **With MCP:** ``` sage_memory_search(query: "task_a1b2", filter_tags: ["ontology", "entity"]) sage_memory_search(query: "open tasks billing", filter_tags: ["ontology", "entity", "task"]) ``` **FTS5 safety:** Search by bare entity ID, never by bracket title. **With files:** Scan `.sage-memory/` for `ont-` prefixed files. Filter by type: `ont-task-*` for tasks, `ont-pers-*` for persons. Read matching files to check properties. ### Browse All Entities **With MCP:** `sage_memory_list(tags: ["ontology", "entity", "task"])` **With files:** List all `ont-task-*.md` files in `.sage-memory/`. ### Delete Entity **With MCP:** `sage_memory_delete(id: "<entity_memory_id>")` — CASCADE automatically removes all edges. **With files:** Delete the entity file. Then scan other `ont-*.md` files for `relations:` entries referencing this entity's ID and remove them. ## Relation Operations ### Create Relation **With MCP:** ``` sage_memory_link( source_id: "<source_memory_id>", target_id: "<target_memory_id>", relation: "blocks", properties: {"reason": "payment flow must complete first"} ) ``` One call. Validation before creating: 1. Check type compatibility (see schema reference) 2. Check cardinality (many_to_one → replace existing if found) 3. For `blocks`/`depends_on` → cycle check via `sage_memory_graph` **With files:** Add a `relations:` section to the source entity's file: ``` File: .sage-memory/ont-task-a1b2-fix-payment-timeout.md --- tags: [ontology, entity, task, billing, checkout] type: ontology scope: project entity_id: task_a1b2 entity_type: Task created: 2026-03-20 relations: - rel: blocks target: task_f3a4 target_type: Task - rel: assigned_to target: pers_e5f6 target_type: Person --- {"id":"task_a1b2","type":"Task","properties":{"title":"Fix payment timeout","status":"open","priority":"high"}} ``` Relations live inside the source entity's frontmatter. This is denormalized but avoids separate relation files and works without a database. To find what blocks task_f3a4, scan all `ont-task-*.md` files for `relations:` entries with `target: task_f3a4`. ### Delete Relation **With MCP:** ``` sage_memory_link( source_id: "<source_id>", target_id: "<target_id>", relation: "blocks", delete: true ) ``` **With files:** Edit the source entity file — remove the relation entry from the `relations:` list. ### Cycle Check **With MCP:** ``` sage_memory_graph( id: "<target_memory_id>", relation: "blocks", direction: "outbound", depth: 5 ) ``` If source_id appears in results → cycle → reject. **With files:** Manually trace the chain. Read target's file → check its `relations:` for outbound `blocks` → follow to next entity → repeat. If you return to the source, it's a cycle. Practical for graphs under 20 edges of that type. ## Graph Traversal (MCP only) ### What tasks does project X have? ``` sage_memory_graph(id: "<project_id>", relation: "has_task", direction: "outbound", depth: 1) ``` ### What blocks task X, and what blocks those? ``` sage_memory_graph(id: "<task_id>", relation: "blocks", direction: "inbound", depth: 2) ``` ### Full neighborhood ``` sage_memory_graph(id: "<entity_id>", direction: "both", depth: 1) ``` **With files:** Multi-hop traversal is not available. Use single-hop lookups by scanning `relations:` in entity files. For tasks in a project, scan all `ont-task-*.md` files for `relations:` entries like `{rel: part_of, target: <project_id>}`. ## Planning as Graph Transformation ``` Plan: "Set up feature project with tasks" 1. CREATE Project → sage_memory_store (or file) 2. CREATE Task1 → sage_memory_store (or file) 3. CREATE Task2 → sage_memory_store (or file) 4. RELATE has_task: Project → Task1 → sage_memory_link (or add to file) 5. RELATE has_task: Project → Task2 → sage_memory_link (or add to file) 6. RELATE blocks: Task1 → Task2 → sage_memory_link (after cycle check) 7. VALIDATE: no cycles ✓, cardinality ✓ ``` ### Validating a planned mutation with `graph_check.py` `scripts/graph_check.py` is a zero-dependency Python validator. Pipe it a JSON document describing the entities and proposed relations to get a structural OK / FAIL plus a list of violations. Use it before the agent calls `sage_memory_link` for a non-trivial plan. ```bash python3 scripts/graph_check.py <<'EOF' { "entities": [ {"id": "proj_c9d0", "type": "Project"}, {"id": "task_a1b2", "type": "Task"}, {"id": "task_f3a4", "type": "Task"} ], "relations": [ {"from": "proj_c9d0", "to": "task_a1b2", "rel": "has_task"}, {"from": "proj_c9d0", "to": "task_f3a4", "rel": "has_task"}, {"from": "task_a1b2", "to": "task_f3a4", "rel": "blocks"} ] } EOF ``` Exit code 0 = valid; 1 = violations (printed as JSON to stdout). Checks type compatibility, cardinality, and acyclicity for `blocks` and `depends_on` chains. See the script's docstring for the full input schema. ## Validation Rules ### Required Properties | Type | Required | |------|----------| | Task | title, status | | Person | name | | Project | name | | Event | title, start | | Document | title | ### Relation Types The full controlled vocabulary lives in [`references/schema.md`](references/schema.md). All 11 built-in relations: | Relation | From → To | Cardinality | Acyclic | |----------|-----------|-------------|---------| | has_owner | Project, Task → Person | many_to_one | no | | assigned_to | Task → Person | many_to_one | no | | has_task | Project → Task | one_to_many | no | | has_goal | Project → Goal | one_to_many | no | | part_of | Task, Document, Event → Project | many_to_one | no | | blocks | Task → Task | many_to_many | **yes** | | depends_on | Task, Project → Task, Project, Event | many_to_many | **yes** | | member_of | Person → Organization | many_to_many | no | | mentions | Document, Message, Note → Person, Project, Task, Event | many_to_many | no | | follows_up | Task, Event → Event, Message | many_to_one | no | | attendee_of | Person → Event | many_to_many | no | Custom relation strings are accepted by `sage_memory_link` but only the 11 above are validated by `graph_check.py`. Stick to the controlled vocabulary unless the project clearly needs an extension. **Credential safety:** Never store `password`, `secret`, `token`, `api_key` as properties. ### Extending Types Store a schema extension for custom types (works with both backends): **With MCP:** ``` sage_memory_store( title: "[Schema:Sprint] Custom entity type", content: '{"type":"Sprint","required":["name","start","end"]}', tags: ["ontology", "schema"] ) ``` **With files:** ``` File: .sage-memory/ont-schema-sprint.md --- tags: [ontology, schema] type: ontology ---