| name | context |
| description | Load when reading or writing project notes, weekly/monthly summaries, or journal/agent.md. Owns GET/PATCH for context files except today.md and roadmap.md, which use their dedicated skills. |
| allowed-tools | ["Bash(curl *)","Read"] |
Context File Update Guide
Output language: context files are Policy B — see <output_language_policy>. Preserve user-customized headers verbatim (whichever language the user rewrote them in).
Context files are the agent's working memory, stored in the primary
management vault. All writes go through the Daemon API — never touch
files on disk directly.
/api/context/* is the only legal write path to the primary vault,
regardless of where that vault physically lives: whether it is
~/.personal-agent/context/ (plain mode) or a user-chosen Obsidian-style
directory (obsidian mode, primaryVaultPath). Never write to those paths
directly via Edit / Write / shell redirects, and never reach them via
/api/obsidian/* — that endpoint targets a separate external Obsidian
vault, not this primary store.
File responsibilities
| File | Purpose | Owner | Lock? |
|---|
state/today.md | Today's schedule, tasks, agent log, handoff | See today skill | Yes (Morning Routine) |
plans/roadmap.md | Long-horizon agent action plan + Long-term Plans | See roadmap skill | Yes (Roadmap Refresh) |
plans/projects/*.md | Project state summaries | Any event on material state change | No |
journal/weekly/YYYY-Www.md | Weekly review snapshots | Friday Weekly Review only (PUT) | No |
journal/monthly/YYYY-MM.md | Monthly review snapshots | Month-end Monthly Review only (PUT) | No |
policies/*.md | User-controlled policy files | Explicit user request only | No |
policies/management-captures/<slug>.md | Durable management policies captured from DM | management-policy skill — do not write from here | No |
policies/management-captures/_index.md | Readable index of active policies | management-policy skill — do not write from here | No |
policies/routines/*.md | Per-cadence check rulebooks | Explicit user request only | No |
identity/profile.md | User identity and preferences | user-profile skill — do not write from here | No |
identity/*.md | Detailed user dictionary | user-profile skill — do not write from here | No |
Morning Routine scans roadmap daily and processes matching Preparation
Timeline rows into state/today.md — see the roadmap skill for the full
entry taxonomy and the morning routine task-flow for the scanning rules.
plans/projects/*.md
Update on status changes, milestones reached/delayed, or active set changes. Use GET /api/context/list/plans/projects to discover files. The source of truth is always the individual plans/projects/<slug>.md notes; _active.base is only the Obsidian Bases view config, not a narrative summary note.
The canonical frontmatter schema is documented in plans/projects/_index.md
(seeded from agent-assets/templates/plans/projects/_index.md). The API
validates only type: project, owner: shared, updated, and an H1
(context-frontmatter.ts). Conventional but unvalidated fields —
slug, state, start, due, stakeholders, next_milestone,
tags — should still be written for new files because the
plans/projects/_active.base Obsidian view filters on state.
Project DM-intent detection
DM-driven project writes are dispatched by
_partials/dm-intent.project.md (the decision tree — match, decline
markers, confirm sub-flow, slug grammar, tie-breakers — lives there).
This skill is the writer: it executes the plans/projects/*.md
PUT / PATCH / archive per the API Reference below.
Snapshot files — weekly / monthly / policies / routines
Weekly and monthly review snapshots, the user-controlled policies/*.md
policy files, the built-in policies/routines/<cadence>.md rulebooks, legacy
custom-routine files under policies/routines/custom/ (inert — converted to
Agents at the Agents-hub redesign), and the agent-private
journal/agent.md all have stable per-file conventions (writer event,
verb, frontmatter, retention) documented in the snapshot-files
reference below.
DM handlers and Activity Scans should generally not write these files
— the cadence-matching routine is the right writer.
{{> ref:snapshot-files }}
Required frontmatter for guarded files
Full-file writes to identity/*.md, policies/*.md,
plans/projects/*.md, journal/daily/*.md, journal/weekly/*.md, and
journal/monthly/*.md must open with the matching YAML frontmatter
(type, owner, updated) followed by at least one H1 heading.
Per-glob values and the common rejection envelope are in the
required-frontmatter reference below.
{{> ref:required-frontmatter }}
API Reference
The full /api/context/* surface — read / write / list / lock /
archive / restore / health / repair / action-log — is organised by
operation in the reference below. Add X-Lock-Id on every PUT / PATCH
to state/today.md (<today_write_lock_id>) or plans/roadmap.md
(<roadmap_write_lock_id>) when the matching lock-id tag is in your
context.
{{> ref:api }}
Knowledge map — file responsibilities (auto-curated)
Knowledge map — frontmatter requirements (auto-curated)