llm-wiki-pm

name	llm-wiki-pm
description	Persistent PM knowledge base, competitive intel, customer notes, strategy, roadmap, AI market. Markdown wiki with entities, concepts, comparisons. Ingest sources, query, update with diffs, lint. Fires on "remember that / note that / don't forget / what do we know about X / what am I missing / blind spots".
when_to_use	Use when user wants to ingest a source, query the wiki, update pages, lint/audit, bootstrap a new wiki, audit coverage gaps, capture learnings, or says "remember that / note that / don't forget / what am I missing / blind spots". For persona/relationship-map pages use llm-wiki-persona; for briefs/digests use llm-wiki-brief; for CRM use llm-wiki-crm; for PRDs/user-stories/release-notes use llm-wiki-prd; for research sprints/deep dives use llm-wiki-research; for the daily-maintenance loop (sweep all sources → ingest → brief → tidy, incl. scheduled runs) use llm-wiki-maintain.
allowed-tools	Read Grep Write Edit Bash WebFetch

LLM Wiki PM

Persistent knowledge base for PM work. Non-coding. Domain: product strategy, competitive landscape, customer relations, roadmap, AI market, internal org.

Markdown files in a directory. Readable in Obsidian, VS Code, any editor. The agent writes. You curate sources, ask questions, steer.

When This Skill Activates

• User asks a question about PM knowledge, competitive intel, customers, strategy, or roadmap
• User asks to update/revise a page, or to lint/audit/health-check the wiki
• User asks to create or bootstrap a PM wiki, or references "my wiki / knowledge base / notes"
• Natural memory phrases: "remember that", "note that", "don't forget", "keep in mind", "save this", "log this", "make a note", "record that" → treat as a wiki ingest (see §2 micro-capture fast path). Ask which page if unclear.
• "I have a meeting/call/1:1 with [person]" → §9 Pre-Meeting Briefing
• "What happened this week / recently?" → §10 Catch Me Up
• "[tag] digest" / "catch me up on [topic]" → §11 Tag Digest
• "What am I missing?", "blind spots?", "coverage gaps?" → §12 Coverage Audit
• "What did we learn?", "capture learnings" → §13 Learn
• After a substantive PM task, Proactive Behavior B offers to capture learnings

Sub-skills (route to these)

Route to these — including mid-flow when a core operation surfaces the need:

Need	Sub-skill	Triggers
Communication persona pages, relationship maps, org charts	llm-wiki-persona	"build a persona", "communication profile", "map relationships"
Daily/weekly briefs, tag digests, coverage briefs	llm-wiki-brief	"daily/weekly brief", "catch me up", "[tag] digest"
PRDs, user stories, release notes	llm-wiki-prd	"write a PRD", "user stories", "release notes"
Research sprints, competitive deep dives, stub enrichment	llm-wiki-research	"research [topic]", "deep dive", "auto-research [entity]"
Relationship/account health, CRM context, touchpoints	llm-wiki-crm	"relationship health", "account health", "who haven't I talked to"
Daily-maintenance loop (sweep all sources → ingest → brief → tidy), incl. scheduled runs	llm-wiki-maintain	"daily maintenance", "morning sweep", "ingest all sources and brief", "do the daily run"

If a sub-skill isn't installed, the core skill's matching fallback handles it where one exists (§10/§11/§12); persona, PRD, research, CRM, and maintain require their sub-skill (you can still run maintenance steps manually via core ingest/brief/lint).

Proactive Behaviors

Fire whenever the skill is loaded. Append notes briefly after your answer, never before. Searches: wiki-search semantic_search preferred, grep fallback. Limits: max 1 suggestion per turn; skip during code/debug tasks; PM-domain facts not already addressed; never auto-write.

A. Entity-aware recall & contradiction. When the user mentions a named company/person/product (not just in passing), search the wiki; if a page exists, surface it in one line with its confidence:/coverage: and updated: date. Always flag rumor confidence: "Wiki has [[page]] (rumor, unverified). Treat with caution." If the user's statement conflicts with the page, note it: "This may conflict with [[page]] from YYYY-MM-DD. Which is current?" For a named person, fold in 1-2 relevant traits from entities/<name>-persona.md if present.

B. Capture offer (facts, decisions, open questions). When the user states a wikifiable PM fact, a decision ("we decided", "going with X"), or asks a factual question the wiki can't answer, offer to capture it — after a mandatory dedup search of the statement's key noun phrases. If a page already holds the claim, offer an update, don't duplicate: "Already in [[page]] (updated YYYY-MM-DD). Update it?" Decisions → a decision-tagged page (who, when, rationale). Unanswerable questions → a question-tagged page under queries/. After a substantive PM task (research, ingest, briefing, strategy), self-audit once for uncaptured items and offer §13 Learn. Skip casual chat, hypotheticals, and anything already captured.

(Tool-discovery suggestions live in references/recommended-tools.md — surface one only when a query would clearly be richer with an unconnected tool.)

Wiki Location

Before any bash command using $WIKI, resolve it:

WIKI=$(cat .wiki-path 2>/dev/null | tr -d '[:space:]')
WIKI=${WIKI:-${CLAUDE_PLUGIN_OPTION_wiki_path:-${WIKI_PATH:-$(pwd)}}}

Resolution: .wiki-path (project) → CLAUDE_PLUGIN_OPTION_wiki_path (global) → WIKI_PATH → cwd. Run /llm-wiki-pm:set-wiki-path ~/path to set a project path. The SessionStart hook states the active path each session.

Session Defaults

Wiki-first protocol: Before answering a PM knowledge question, search the wiki with connected tools. Don't synthesize from training data when wiki pages exist. Cite explicitly: "Per [[page]]...". If no page exists, say so and offer to create one or log an open question.

Source discipline (the wiki is a map, not the territory): wiki-first must not become wiki-only. Verify from source; use the wiki to know where to look. Four guards govern this — the full detail and rationale are in references/source-discipline.md (read it before a substantive ingest, a multi-source sweep, or any decision-bearing/exec-facing synthesis). The input side is largely enforced by the pre-write.sh freshness gate and lint.py (self-referential sourcing, missing inline provenance). In brief:

• Freshness-first guard. Before writing/updating a page, sweep connected tools for newer primary sources and anchor claims with inline [source:] markers; don't build a page from other pages' prose. One batch sweep covers a batch operation. Distinguish "wiki says X (as of date)" from "live sources confirm X today".
• Source-completeness guard. For any multi-source sweep, enumerate the canonical sweep registry in $WIKI/MY-INTEGRATIONS.md (## Sweep Registry) and cover every source. Empty ≠ done: run ≥2 varied queries, then classify each source hits / empty-after-retries / failed and report all three — never collapse failed/empty-after-retries into "covered."
• Source-depth guard. A hit that references an artifact (attached file, linked doc, cited spec) is not the content. Open it before synthesizing; if you can't, flag it unread and don't write over it.
• Provenance-tier & falsification guard. Tier every asserted claim computed / primary / recalled; never state a recalled claim as fact in a decision-bearing answer without upgrading it against a primary source. Route targeting/pipeline/quantitative questions to the primary system (CRM, warehouse, Gong), not wiki prose. Before exec-facing synthesis, run a falsification pass: name and run the query that would disprove each headline claim.

Session trust model: Trust .wiki-path for location, SCHEMA.md for taxonomy (new tags go there first), log.md for recent activity. Deviate only with explicit user confirmation.

Tool Selection Hierarchy

Inventory every connected MCP tool at session start and use them eagerly.

Priority	Tools	When
1	wiki-search (bundled) — semantic + TF-IDF over wiki	Wiki queries, entity lookup, semantic recall
2	MCP integrations — Gmail, Slack, calendar, CRM, any connected MCP	Emails, threads, messages, events, enriching pages
3	WebFetch / WebSearch	External research, fetching pages for ingest
4	grep	Exact token match (dollar figures, codenames, frontmatter values)
5	Read	When you already know the exact file

wiki-search is an action dispatcher, not a bare command. Call view(action=semantic_search|read|backlinks|outline, query=...); use view(action=global_search) for exact phrases. (Bundled via @wirux/mcp-markdown-vault, ~80MB model on first use.) Optional key-required tools: references/recommended-tools.md.

Rules:

• Connected tools first, file reads last. Search before read; don't scan files sequentially.
• Bound connected-tool output. Broad chat/email/warehouse searches can return 100K+ chars. Default to the tightest useful query: summary format, no message context, limit≤15, and narrow scope (channel/author/label/date) BEFORE broad keyword. Widen only if the narrow pass is empty. Dump-then-slice is a defect.
• Date operators are soft on semantic backends. Many treat after:/before: as advisory — verify each result's actual timestamp before trusting it as in-window.

Architecture: Three Layers

raw/ (Layer 1, immutable sources — agent reads, never modifies) → entities/, concepts/, comparisons/, queries/ (Layer 2, agent-owned pages) governed by SCHEMA.md (Layer 3, taxonomy). Plus index.md (catalog), overview.md (synthesis), log.md (append-only action log), _status.md (session-start health), _archive/ (snapshots + superseded). Full directory layout and raw/ sub-routing: references/ingest-guide.md and references/schema-guide.md.

Pre-Flight Check

Run at session start before any operation. Proceed silently if all pass; narrate only on a problem.

① Wiki exists? Resolve $WIKI (see Wiki Location); if the dir is missing: "Wiki directory not found. Scaffold a new wiki or run /llm-wiki-pm:set-wiki-path." ② SCHEMA.md exists? If absent, offer to scaffold from templates/SCHEMA.md. No write operation proceeds until it exists. ③ MY-INTEGRATIONS.md (optional). If present, apply its Routing Notes to ingest defaults and read ## Sweep Registry (canonical source list). No file = generic defaults. Never create it during Pre-Flight (auto-created on first ingest). ④ Role pack (optional). Check .claude/roles/ for a file matching the user's role; if found apply focus_tags, preferred_output_format, crystallize_template, surface_confidence_threshold. Missing dir is not an error. ⑤ _status.md warnings. If present, read it and surface staleness/lock warnings.

Orient Every Session

Before any ingest/query/update/lint:

① Read SCHEMA.md — domain, conventions, tag taxonomy ② Read index.md — what pages exist ③ Read last 20-30 lines of log.md — recent activity ④ Read overview.md — current synthesis state ⑤ For 100+ page wikis: search before creating (view(action=semantic_search) or grep -r) ⑥ Staleness warning: if a page's updated: is older than 14 days (overview/index) or 30 days (entity/concept) AND log.md shows recent activity in that area, surface: "Warning: [[page]] may be stale (updated YYYY-MM-DD)." ⑦ _status.md warnings were surfaced in Pre-Flight ⑤; if Pre-Flight was skipped, read $WIKI/_status.md now. It also precomputes confidence-decay candidates. ⑧ Orient gate (checklist): before creating or modifying any wiki page, ensure ①-④ are done this session. If not: "Need to orient first. Running now." Then orient. Narrow read-only queries answerable from a single page read may skip it.

Skipping orientation → duplicate pages, missed cross-refs, schema drift. (Bash-heavy orient/lint reads are required correctness work — a session hook that caps raw output does not exempt you; route bulk through the hook's preferred path. This skill's correctness and tone rules govern wiki work; see references/lint-guide.md for harness-hook precedence detail.)

Core Operations

1. Initialize (new wiki)

The SessionStart hook scaffolds the wiki automatically on first run (directory structure + templates, using the domain set at plugin-enable). If it wasn't auto-created, restart the session. After init, confirm domain scope and customize SCHEMA.md taxonomy.

2. Ingest a source

Micro-capture fast path — for a SINGLE conversational fact ("remember that…", a decision dropped in chat; source: conversation | <date>): skip the ingest-guide read, crystallize, entity-promotion scan, and per-op freshness sweep. Do exactly one mandatory step — a dedup search of the key noun (append to the existing page, else create a small stub with frontmatter + ≥2 links) — then log it. Still requires Orient once this session. Anything that is a file/URL/transcript/ warehouse/email/chat export, or a batch, uses the full flow below.

Full ingest — read references/ingest-guide.md first (raw-capture conventions, page thresholds, inline provenance, privacy filter, crystallize, entity-promotion). In brief: ① Capture raw to raw/ (immutable), behind the privacy filter. Pages are private by default; add shareable: true only to genuinely public-safe pages. ② Surface takeaways before writing (skip in batch contexts). ③ Check existing pages — decide create vs update. ④ Apply page thresholds (2+ sources or central) and enrich from connected tools BEFORE writing (Freshness-first) — never build a page from other pages' prose. ⑤ Write/update with required frontmatter, taxonomy tags, ≥2 [[wikilinks]], inline [source: ...] markers, and coverage:/gaps:/confidence: set. ⑥–⑧ Backlink audit; refresh overview.md if synthesis shifts; update index.md; append the ingest entry to log.md listing every file touched. ⑨ Log the source row in MY-INTEGRATIONS.md. ⑩ Report every file touched; confirm before mass-updating (10+ pages). ⑪ Crystallize transcripts/research chains into a queries/ digest (references/crystallize-guide.md). ⑫ Entity promotion scan — promote people/companies/products with 3+ attributes to their own page (confirm first). Offer a persona page (llm-wiki-persona) for any promoted person.

3. Query

① Search first: view(action=semantic_search) → grep → file read. ② Read index.md to confirm the catalog for top hits. ③ Read relevant pages (only after search identified them). ④ Synthesize; cite pages: "Per [[competitor-x]] and [[test-automation-mq]]...". For a decision-bearing or exec-facing answer, run the falsification pass first (Session Defaults → Source discipline → Provenance-tier guard): tier each claim, upgrade recalled claims against a primary source, and route targeting/pipeline/quantitative questions to the primary system (CRM, warehouse, Gong), not wiki prose. For a casual lookup, cite pages and answer. ⑤ Select output format: inline markdown for most; a queries/<slug>/README.md page for substantial syntheses; add artifacts (Marp/matplotlib/CSV/Mermaid) when warranted (references/output-formats.md). ⑥ File valuable answers back (substantial comparisons, deep dives, novel synthesis); skip trivial lookups. ⑦ Append to log.md: ## [YYYY-MM-DD] query | <question> (filed: yes/no).

4. Update (revise existing pages)

Separate discipline from ingest — triggered when new info conflicts with or refines existing content. Pre-update snapshot is automatic: the pre-write.sh hook copies the current page to _archive/<slug>-<date>.md before an overwrite (idempotent, once/day), so "undo that last change" stays trivial.

① Identify all affected pages — three-way search: backlinks.py (structural), view(action=semantic_search) (paraphrases), grep -r (exact tokens). Don't fix one page and leave three with the stale claim. ② Show diff BEFORE writing: old text, new text, reason. Confirm for any claim touching 5+ pages or changing stated strategy. ③ Cite source: every update names the raw source justifying it, in the body and log. ④ Stale-claim sweep: after the update, re-search and fix all instances in the same pass. ⑤ Bump updated: on every page touched. ⑥ Log: ## [YYYY-MM-DD] update | <claim/page> | source: raw/..., listing every file. ⑦ Write verification: re-read after writing; if frontmatter is malformed or the write failed, surface the error and do NOT update index.md or log.md. ⑧ Inline provenance on updates: update the [source: ...] marker on the changed claim; don't leave old markers on revised facts.

5. Lint (tiered report)

python3 ${CLAUDE_SKILL_DIR}/scripts/lint.py "$WIKI"

Writes queries/lint-YYYY-MM-DD.md with severity tiers: 🔴 (broken links, missing/invalid frontmatter, off-taxonomy tags, self-referential factual/decision pages), 🟡 (orphans, index drift, oversized/stale pages, missing coverage markers, unresolved contradictions), 🟠 (stale overview/index with recent log activity), 🔵 (tag frequency, log rotation). Act on 🔴, investigate 🟠, discuss 🟡, note 🔵. Full checklist: references/lint-guide.md. --auto-fix repairs safe issues (supersession redirects, index backfill/sort).

6. Archive

Superseded/out-of-scope content: move to _archive/ preserving path; remove from index.md; replace inbound [[old]] links with plain text "(archived)"; log with reason.

7. Staleness Check

Run on "is the wiki up to date?" or after a gap (also runs in orient ⑥). Scan updated: across entities/concepts/comparisons/overview/index (thresholds: 14 days overview/index, 30 entity/concept). Cross-reference log.md — a page with recent activity but an unmoved updated: is behind; flag those first. Offer the Update flow (§4). Log the check regardless.

8. Persona Pages → llm-wiki-persona sub-skill

Persona pages and relationship maps are owned by llm-wiki-persona (channel model, no-fabrication rule, relationship-map format). The entity-promotion scan (§2 ⑫) offers a persona for any promoted person — route there.

9. Pre-Meeting Briefing

Trigger: "I have a meeting/1:1 with X". Read the entity page + persona if present; pull concepts/relationship-map.md; read the last 5 log.md entries mentioning X; grep open question-tagged pages. Synthesize: Who / What we know / Recent activity / Open questions / Communication tips. Log: ## [date] brief | X | pre-meeting.

10. Catch Me Up

llm-wiki-brief handles this richer — route there when installed. Fallback: read log.md for the last N days (default 7), list new/updated pages, decisions, open questions; surface _status.md warnings and the 2-3 most active areas. Log: ## [date] catchup | last N days | X actions.

11. Tag Digest

llm-wiki-brief handles this richer — route there when installed. Fallback: grep frontmatter for the tag → read matches newest-first → synthesize (key players, recent changes, open questions, patterns) → offer to file as a query page. Log: ## [date] digest | tag: <tag> | X pages.

12. Coverage Audit

Trigger: "what am I missing?", "blind spots?", "coverage gaps?". (llm-wiki-brief Coverage Brief is richer.) Scan coverage: across entities/concepts/comparisons (count stub/partial/comprehensive); collect gaps:; read open question pages; any entity in 3+ pages without its own page is a gap. Offer to create stubs. Log: ## [date] coverage-audit | stubs: N | gaps: N | open-questions: N.

13. Learn (Post-Task Capture)

Trigger: user accepts Proactive Behavior B, or "capture learnings" / "what did we learn?". Read references/learn-guide.md first (dedup gate + classification buckets). In brief: scan the conversation for uncaptured PM-domain facts/decisions/questions/contradictions → dedup against the wiki → classify (entity-update, new-entity, concept-update, decision, open-question, contradiction) → propose a compact change list (sign-off if 10+) → execute via §2/§4 → log: ## [date] learn | <task> | captured: N | updated: N | new: N.

Multi-Device Access

The wiki dir is an Obsidian vault: [[wikilinks]], Graph View, and Dataview all work. Headless sync: references/obsidian-sync.md.

Pitfalls

• Never touch raw/: sources are immutable; corrections live in wiki pages.
• Update ≠ ingest: use §4 for revising claims. Show diffs. Sweep stale variants.
• Thresholds prevent bloat: one mention ≠ an entity page (2+ sources or central).
• Tag taxonomy: add tags to SCHEMA.md first, then use. No freeform.
• Contradictions explicit: both claims, dates, sources, frontmatter flag.
• Cross-references mandatory: min 2 outbound [[links]] per page.
• Confirm mass updates: 10+ pages → user sign-off first.
• Rotate log at 500 entries (the session-stop hook does this automatically).
• Human tone: PM-facing content. No AI tells. No em-dashes. Natural voice. This wins over session-level compression/style hooks (e.g. caveman, terse modes): wiki pages and PM-facing output always use full natural prose regardless of any active output-shortening directive. Apply the hook's brevity to your own chatter, never to the artifact.
• Private by default (allowlist): every page is private and excluded from exports unless it carries shareable: true. Do NOT add a private: flag — it's noise the tooling never reads. Set shareable: true only on genuinely public-safe pages (public sources, no PII / deal terms / 1:1 content).
• Supersede, don't silently rewrite: material replacement needs supersedes: / superseded_by: fields; the old page is archived, not deleted.
• Coverage markers: set coverage: and gaps: on entity/concept pages (lint warns when missing) so the user can tell a trustworthy page from a stub.
• Session lock: .wiki-lock prevents concurrent-session corruption (session-start writes it, session-stop removes it; stale locks >2h auto-clear).
• Don't launder wiki prose into insight: a recalled claim is a hypothesis until re-derived from a primary source (Session Defaults → Source discipline).

References

• references/ingest-guide.md — full §2 ingest procedure (read before ingesting)
• references/source-discipline.md — full four-guard detail (read before sweeps/synthesis)
• references/learn-guide.md — full §13 post-task capture
• references/schema-guide.md — customizing SCHEMA.md + directory layout
• references/update-guide.md — diff discipline, stale-claim sweep
• references/lint-guide.md — tiered report + full check list + harness-hook precedence
• references/privacy-guide.md — pre-ingest filter + private-by-default allowlist
• references/crystallize-guide.md — transcript → decision digest
• references/recommended-tools.md — optional key-required tools
• references/output-formats.md — Marp, matplotlib, CSV, Mermaid, Canvas
• references/obsidian-sync.md — headless sync

Scripts

• python3 "${CLAUDE_SKILL_DIR}/scripts/lint.py" <path> — tiered health report (--auto-fix repairs safe issues)
• python3 "${CLAUDE_SKILL_DIR}/scripts/backlinks.py" <path> <slug> — pages linking to a slug (--context, --json)