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zo-memory-system

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Atualizado11 de julho de 2026 às 03:34

Hybrid SQLite + Vector persona memory system for Zo Computer. Episodic memory with temporal queries, graph-boosted search, BFS path finding, knowledge gap analysis, auto-capture pipeline, and per-workload model routing. Default generation workloads use OpenAI `gpt-4o-mini`; embeddings default to Ollama `nomic-embed-text`.

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marlandoj

marlandoj/zouroboros-memory-system

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name	zo-memory-system
description	Hybrid SQLite + Vector persona memory system for Zo Computer. Episodic memory with temporal queries, graph-boosted search, BFS path finding, knowledge gap analysis, auto-capture pipeline, and per-workload model routing. Default generation workloads use OpenAI `gpt-4o-mini`; embeddings default to Ollama `nomic-embed-text`.
compatibility	Created for Zo Computer. Requires Bun, `OPENAI_API_KEY` for default generation workloads, and Ollama for default local embeddings.
metadata	{"author":"marlandoj.zo.computer","updated":"2026-03-29T00:00:00.000Z","version":"4.0.0"}

DEPRECATED: This standalone skill has been migrated into the Zouroboros monorepo. The canonical location is now zouroboros/packages/. This copy is kept for backwards compatibility but will not receive updates.

Zo Memory System Skill v4.0.0

Give your Zo personas persistent memory with semantic understanding, graph intelligence, and automatic fact capture.

v4.0 Updates (Q2-Q4 2026): Context budget awareness (token tracking + proactive checkpointing), recursive episode summarization (model-routed FIFO compression), metrics dashboard (latency/recall/capture/gate stats), iterative multi-hop retrieval (confidence-based BFS with query refinement), cross-persona memory sharing (pools + inheritance hierarchy), conflict resolution (semantic/temporal detection + provenance tracking), enhanced knowledge graph (typed relations, cycle detection, DOT export, co-occurrence inference), embedding model benchmarking (3-model comparison + recall measurement).

v3.2 Updates: Procedural memory (versioned workflow patterns with model-routed evolution), cognitive profiles (executor failure patterns + entity affinities), orchestrator integration (6-signal composite routing with procedure + temporal scoring, auto-episode creation after swarm runs)

v3.1 Updates: Episodic memory (event-based "what happened" with outcomes), temporal queries (since/until filtering), velocity trends, DB migration system, auto-capture episode hook

v3.0 Updates: Graph-boosted hybrid search (graph-boost.ts), BFS path finding & knowledge gap analysis (graph.ts), auto-capture pipeline for conversation-to-fact extraction (auto-capture.ts), co-capture linking, contradiction detection with supersession

What You Get

Automatic continuation recall — Detects continuation-like messages and silently blends relevant context from the last 14 days
First-class open loops — Stores unfinished tasks, unresolved bugs/incidents, pending approvals, and next-step commitments as queryable records
Searchable session summaries — Episodes are indexed for continuation retrieval, not just listed by time
Procedural memory — Versioned workflow patterns with step sequences, success/failure tracking, and model-routed evolution
Cognitive profiles — Extended executor history with episode linkage, failure pattern classification, and entity affinity scores
6-signal routing — Orchestrator composite router enhanced with procedure + temporal scoring for memory-enriched task routing
Episodic memory — Event-based "what happened" records with outcomes, entity tagging, and duration tracking
Temporal queries — Filter episodes by time ("7 days ago", "last week", ISO dates) and outcome
Velocity trends — Track success/failure rates per entity over time (day/week/month granularity)
DB migration system — Safe, idempotent schema migrations with rollback support
Hybrid search — BM25 (FTS5) + vector similarity with RRF fusion
Graph-boosted scoring — Linked facts boost each other in search results
Semantic understanding — Finds facts even with paraphrased queries
HyDE expansion — openai:gpt-4o-mini by default via model-client (overrideable per workload)
BFS path finding — Find shortest connection between any two entities
Knowledge gap analysis — Identify orphan facts, dead ends, weak links, and clusters
Auto-capture — Extract facts from conversation transcripts automatically
Conversation capture — Scan all workspace artifacts and extract facts from every conversation (not just swarm)
Scheduled capture agent — Daily agent that runs conversation-capture and emails a maintenance report
Contradiction detection — New facts that conflict with existing ones create supersession links
5-tier adaptive decay — Automatic promotion/demotion based on access patterns
Local embeddings — nomic-embed-text (768d) via Ollama (no API costs)
Per-persona memory files — Critical facts always loaded with the persona
Shared memory database — Cross-persona facts with vector index
Associative routing — Graph links between related facts (link/unlink/show commands)
Memory consolidation — Automatic deduplication and merging of related facts
Swarm integration — Token-optimized memory for multi-agent workflows
Memory gate — model-routed relevance filter (memory-gate.ts) that classifies messages before searching; defaults to OpenAI
Always-on injection — Zo rule integration for automatic context injection on every message
Gate-filtered savings — 40-60% of messages filtered as not needing memory (zero extra tokens)
Health checks — provider connectivity and model validation at startup
Fetch timeouts — provider call timeouts prevent indefinite hangs
Scheduled maintenance — Hourly prune/decay automation
Checkpoint system — Save/restore task state
Graceful fallback — Works without embeddings (FTS5 only)

Prerequisites

# Default generation workloads
export OPENAI_API_KEY="your_api_key_here"

# Optional local embeddings
curl -fsSL https://ollama.com/install.sh | sh
ollama pull nomic-embed-text
ollama serve &

Model Selection

Model	Purpose	Size	Why
`openai:gpt-4o-mini`	Gate, HyDE, capture, briefing, summarization	OpenAI	Current default generation path across memory workloads
`ollama:nomic-embed-text`	Vector embeddings	Ollama	Local embeddings with no per-call API cost

Override policy: generation workloads resolve through scripts/model-client.ts and can be changed via workload-specific env vars.

Performance

Mode	Latency	Use Case
FTS + Vectors only	~0.5s	Specific queries with exact keywords
With HyDE	~4s	Vague/conceptual queries (e.g., "that thing about data safety")
Graph-boosted	+~5ms	Adds graph scoring to any search (negligible overhead)
Auto-capture	~3-5s	Per-conversation extraction (post-conversation, not per-turn)

HyDE Trade-off: Adds ~3.5s but dramatically improves recall for vague queries (1 result → 6 results in testing).

Quick Start

# Initialize the database
cd /home/workspace/Skills/zo-memory-system
bun scripts/memory.ts init

# Add memory to a persona
bun scripts/add-persona.sh "my-persona" "Role description"

# Store a fact
bun scripts/memory.ts store \
  --entity "user" \
  --key "preference" \
  --value "value" \
  --decay permanent

# Search with semantic understanding + graph boost
bun scripts/memory.ts hybrid "why did we choose the database"

# Manage knowledge graph
bun scripts/graph.ts link --source <id1> --target <id2> --relation "depends_on"
bun scripts/graph.ts knowledge-gaps

# Auto-capture facts from a conversation
bun scripts/auto-capture.ts --input conversation.md --dry-run

Commands

Store Facts

bun scripts/memory.ts store \
  --persona shared \
  --entity "user" \
  --key "name" \
  --value "Alice" \
  --decay permanent \
  --category preference

Search Memory

Continuation Recall (facts + episodes + open loops):

bun scripts/memory.ts continuation "where did we leave off on the health dashboard?"
bun scripts/memory.ts open-loops --status open
bun scripts/memory.ts resolve-loop "The dashboard issue is fixed now"

Hybrid Search (semantic + exact + graph boost):

bun scripts/memory.ts hybrid "database decision rationale"
bun scripts/memory.ts hybrid "why did we pick SQLite" --no-hyde  # Skip HyDE for speed

Hybrid search now includes graph-boosted scoring. When facts are linked via fact_links, linked results boost each other. Scoring weights:

Signal	Weight	Notes
RRF (FTS + Vector)	0.60	Primary signal
Graph Boost	0.15	Reward associative proximity
Freshness	0.15	Recency bonus
Confidence	0.10	Trust signal

When no graph links exist for any result, original weights (0.70/0.20/0.10) are preserved.

Fast Exact Search (FTS5 only):

bun scripts/memory.ts search "router password"

Lookup by entity:

bun scripts/memory.ts lookup --entity "user"
bun scripts/memory.ts lookup --entity "user" --key "name"

Maintenance

# View statistics (shows embeddings count, model config)
bun scripts/memory.ts stats

# Check Ollama health and model availability
bun scripts/memory.ts health

# Backfill embeddings for all facts
bun scripts/memory.ts index

# Prune expired facts and orphaned embeddings
bun scripts/memory.ts prune

# Apply adaptive decay (demotes stale, promotes frequently-accessed)
bun scripts/memory.ts decay

# Consolidate duplicate facts (merge same entity+key entries)
bun scripts/memory.ts consolidate

Knowledge Graph (graph.ts)

The graph CLI manages associative links between facts and provides graph analysis tools.

Link Management

# Create a link between two facts
bun scripts/graph.ts link --source <id1> --target <id2> --relation "depends_on" --weight 0.8

# Remove a link
bun scripts/graph.ts unlink --source <id1> --target <id2>
bun scripts/graph.ts unlink --source <id1> --target <id2> --relation "depends_on"

# Show all links for an entity or fact
bun scripts/graph.ts show --entity "project.ffb-site"
bun scripts/graph.ts show --id <fact-id>

Find Connections (BFS Path Finding)

Find the shortest path between two entities through the knowledge graph:

bun scripts/graph.ts find-connections --from "project.ffb-site" --to "system.zo"
bun scripts/graph.ts find-connections --from "user" --to "decision.hosting" --max-depth 3

Output:

Path found (2 hops):

  [project.ffb-site.name] "FFB website redesign project"
    -->depends_on
  [decision.hosting] "Decided to use Zo hosting"
    -->related
  [system.zo.infrastructure] "Zo Computer infrastructure setup"

Knowledge Gaps Analysis

Scan all facts for maintenance opportunities:

bun scripts/graph.ts knowledge-gaps

Output:

Knowledge Gap Analysis
======================
Total facts: 73
Linked facts: 14 (19.2%)
Orphan facts: 59 (80.8%)

Dead ends (targets only, never source):
  - [decision.hosting] "Decided to use Zo hosting" (2 inbound, 0 outbound)

Weakly linked (only 1 connection):
  - [project.ffb-api] "FFB API integration" (1 link)

Connected components: 3
  Cluster 1 (8 facts): hub = [project.ffb-site] (5 links)
  Cluster 2 (4 facts): hub = [system.zo-infrastructure] (3 links)
  Cluster 3 (2 facts): hub = [decision.memory-cli] (1 link)

Suggested: 12 orphan facts share entities with linked facts and could be connected.

Auto-Capture (auto-capture.ts)

Extract structured facts from conversation transcripts automatically.

How it works

Transcript is sent through model-client for structured extraction (default openai:gpt-4o-mini)
Each candidate fact is quality-filtered (confidence >= 0.6, value >= 10 chars)
Dedup check against existing facts (hash-based exact match)
Contradiction detection: same entity+key with different value creates a supersedes link
Passing facts are stored with embeddings and auto-linked as co-captured

Usage

# Preview extraction (dry-run, no storage)
bun scripts/auto-capture.ts --input conversation.md --dry-run

# Extract and store
bun scripts/auto-capture.ts --input conversation.md --source "chat:2026-03-04"

# Pipe from swarm output
cat swarm-output.md | bun scripts/auto-capture.ts --source "swarm:ffb"

# View capture history
bun scripts/auto-capture.ts stats

Options

Flag	Description	Default
`--input <file>`	Transcript file path	stdin
`--source <label>`	Source label for audit trail	"cli"
`--persona <name>`	Persona to store facts under	"shared"
`--dry-run`	Show extraction without storing	false
`--model <name>`	Override extraction model	`openai:gpt-4o-mini`

Quality Safeguards

Confidence threshold: Facts below 0.6 confidence are discarded
Value length minimum: Facts with values shorter than 10 chars are discarded
Max 20 facts per capture (prevents runaway extraction from long transcripts)
Transcript hash prevents re-processing the same content
Dry-run mode for testing extraction quality before committing
Source tagging for audit trail (source: "auto-capture:{label}")

Contradiction Handling

When auto-capture finds an existing fact with the same entity+key but a different value:

New fact is stored normally
A supersedes link is created: new_fact → old_fact
Old fact's confidence is halved (soft deprecation, not deletion)

Co-Capture Linking

Facts extracted from the same conversation are automatically linked with relation: "co-captured" and weight: 0.5. This seeds the knowledge graph with organic connections.

Conversation Capture (conversation-capture.ts)

Extends memory capture beyond swarm tasks to all conversations. Scans workspace artifact directories (/home/.z/workspaces/con_*/) for reports, analysis outputs, and tool results, then runs them through the auto-capture extraction pipeline.

# List all capturable artifacts
bun scripts/conversation-capture.ts --list

# Process last 24h (safe default)
bun scripts/conversation-capture.ts

# Only last 24 hours
bun scripts/conversation-capture.ts --since 24h

# Explicit full backlog sweep
bun scripts/conversation-capture.ts --all

# Preview without storing
bun scripts/conversation-capture.ts --dry-run

# Show capture statistics
bun scripts/conversation-capture.ts --stats

Options

Flag	Description	Default
`--since <duration>`	Filter by recency: 1h, 24h, 7d, 30d, 1w, 1m	24h
`--all`	Process all uncaptured artifacts across all conversations	false
`--dry-run`	Show extraction without storing	false
`--list`	List capturable files with status	—
`--stats`	Show conversation capture statistics	—

Filters

Skips files < 200 bytes or > 500 KB
Skips read_webpage/, browser_agent/, node_modules/, venv/ directories
Only processes .md, .txt, .json files
Hash-based dedup via capture_log table (never re-processes same content)
Creates episodes for each capture session
Bare invocation is intentionally bounded to the last 24 hours; use --all only for an explicit backlog sweep

Scheduled Agent

A daily agent runs at 04:00 AM Phoenix time, executing conversation-capture for the last 24 hours and emailing a maintenance report with fact counts, DB stats, and any errors.

Episodic Memory (v3.1)

Episodic memory captures "what happened" as events with outcomes — complementing facts (what is true) with episodes (what occurred).

Database Migration

Before using episodic memory, run the migration to add the new tables:

bun scripts/memory.ts migrate

This is idempotent (safe to run multiple times) and preserves all existing data.

Querying Episodes

# List all episodes
bun scripts/memory.ts episodes

# Filter by time
bun scripts/memory.ts episodes --since "7 days ago"
bun scripts/memory.ts episodes --since "2026-03-01" --until "2026-03-07"
bun scripts/memory.ts episodes --since "last week"

# Filter by outcome
bun scripts/memory.ts episodes --outcome failure
bun scripts/memory.ts episodes --outcome success --since "30 days ago"

# Filter by entity
bun scripts/memory.ts episodes --entity "executor.claude-code"
bun scripts/memory.ts episodes --entity "project.ffb-site" --since "7 days ago"

Velocity Trends

Track success/failure rates over time for any entity:

# Weekly trends (default)
bun scripts/memory.ts trends --entity "executor.claude-code"

# Daily granularity
bun scripts/memory.ts trends --entity "project.ffb-site" --granularity day

# Monthly, last 6 months
bun scripts/memory.ts trends --entity "swarm.ffb" --granularity month --since "180 days ago"

Output:

Velocity trends for "executor.claude-code" (by week):

  Period        Total  OK  Fail  Rate
  ─────────────────────────────────────
  2026-W06          1   1     0  100%
  2026-W09          1   0     0  0%

Time Formats

The temporal query system accepts:

Relative: "7 days ago", "30 minutes ago", "2 weeks ago", "3 months ago"
Named: "today", "yesterday", "last week", "last month", "last year"
ISO dates: "2026-03-01"
Unix timestamps: raw seconds

Auto-Capture Episode Hook

When auto-capture stores facts from a conversation, it automatically creates an episode recording the capture event. This means every auto-capture run becomes a queryable event in your episodic timeline.

Procedural Memory (v3.2)

Procedural memory captures reusable workflow patterns as versioned step sequences. Procedures track success/failure rates and can self-evolve using the configured generation model when failures accumulate.

Managing Procedures

# List all procedures (shows latest version per name)
bun scripts/memory.ts procedures --list

# Show steps for a specific procedure
bun scripts/memory.ts procedures --show "site-review"

# Record feedback after running a procedure
bun scripts/memory.ts procedures --feedback <procedure-id> --success
bun scripts/memory.ts procedures --feedback <procedure-id> --failure

# Force model-routed evolution based on failure episodes
bun scripts/memory.ts procedures --evolve "site-review"

Procedure Evolution

When a procedure accumulates failures, --evolve uses the configured generation model (default openai:gpt-4o-mini) to analyze linked failure episodes and suggest improved steps. The evolved procedure:

Gets a new version number (v1 -> v2)
Links to its parent via evolved_from
Starts with fresh success/failure counts
May adjust timeouts, add fallback executors, or reorder steps

Cognitive Profiles

Executor history (~/.swarm/executor-history.json) is extended with cognitive fields:

recent_episode_ids — Last 10 episode IDs for "why did this happen?" queries
failure_patterns — Auto-classified error types (timeout, mutation_failed, file_not_found, permission_denied)
entity_affinities — Per-entity success rates as exponential moving averages

These fields are backward compatible — old history files parse correctly without them.

Orchestrator Integration (v4.5)

The swarm orchestrator (orchestrate-v4.ts) now:

Creates episodes — Every swarm run auto-creates an episode with outcome, duration, executor list, and task tags
6-signal composite routing — Adds procedureScore (from procedure success rates) and temporalScore (from recent episodic performance) to the existing 4-signal composite router
Cognitive data on outcomes — Success/failure calls pass error types and entity affinities to executor history

MCP Server (v3.3.1)

Expose the memory system as MCP tools for Claude Desktop, Cursor, Gemini, Codex, and other MCP-compatible clients.

Transport Modes

Mode	Script	Use Case
HTTP (Streamable HTTP)	`mcp-server-http.ts`	Network access — hosted service, multi-agent, all personas
Stdio	`mcp-server.ts`	Direct process spawn — Claude Desktop, single-client

HTTP Server (Recommended)

The HTTP MCP server runs as a Zo hosted service with auto-restart and HTTPS.

# Start locally (for testing)
PORT=48400 bun scripts/mcp-server-http.ts

# Health check
curl http://localhost:48400/health

# MCP endpoint
POST http://localhost:48400/mcp

Hosted service: https://zo-memory-mcp-marlandoj.zocomputer.io

Service ID: svc_PXkgBzRdH8M
Local port: 48400
Health: /health
MCP: /mcp (Streamable HTTP transport)

Optional auth: Set ZO_MEMORY_MCP_TOKEN env var to require Bearer token auth.

Stdio Server

bun scripts/mcp-server.ts          # Direct
bun scripts/memory.ts mcp          # Via CLI

Available Tools

Tool	Description
`memory_search`	Hybrid FTS + vector search with RRF fusion
`memory_store`	Store a new fact with auto-generated embedding
`memory_episodes`	Query episodic memory with temporal/entity filters
`memory_procedures`	List or show workflow procedures
`cognitive_profile`	Show executor cognitive profile (history, patterns, affinities)

Client Configuration

Claude Code (~/.claude.json or project .mcp.json):

{
  "mcpServers": {
    "zo-memory": {
      "type": "http",
      "url": "http://localhost:48400/mcp"
    }
  }
}

Claude Desktop (stdio mode, claude_desktop_config.json):

{
  "mcpServers": {
    "zo-memory": {
      "command": "bun",
      "args": ["/home/workspace/Skills/zo-memory-system/scripts/mcp-server.ts"]
    }
  }
}

Gemini (~/.gemini/settings.json):

{
  "mcpServers": {
    "zo-memory": {
      "url": "http://localhost:48400/mcp",
      "type": "http",
      "trust": true
    }
  }
}

Codex (~/.codex/config.toml):

[mcp_servers.zo-memory]
url = "http://localhost:48400/mcp"
startup_timeout_sec = 10

Swarm bridge: The Claude Code bridge script (claude-code-bridge.sh) pre-approves all mcp__zo-memory__* tools via --allowedTools.

Import Pipeline (v3.2)

Import facts from external sources into the memory system.

Supported Sources

Source	Format	Extracts
`chatgpt`	JSON export	Conversation summaries, key decisions
`obsidian`	Markdown vault	Notes by section, respects frontmatter
`markdown`	Any `.md` file	Section-based facts from headings

Usage

# Preview (no changes)
bun scripts/memory.ts import --source markdown --path ~/notes/decisions.md --dry-run

# Import ChatGPT export
bun scripts/memory.ts import --source chatgpt --path ~/chatgpt-export.json

# Import Obsidian vault
bun scripts/memory.ts import --source obsidian --path ~/Vault

# Import single markdown
bun scripts/memory.ts import --source markdown --path ~/notes/architecture.md

Features:

Duplicate detection (skips already-imported facts)
Auto-generated embeddings for semantic search
Section-based splitting (one fact per heading)
Obsidian frontmatter support (entity, category fields)

Memory Gate (Always-On Context Injection)

The memory gate (scripts/memory-gate.ts) uses the configured gate model to classify incoming messages and decide whether memory context should be injected. It now prioritizes likely continuation-style turns first, using blended continuation recall before falling back to the standard memory search path.

How it works

User sends a message
Continuation detector checks for likely follow-on work
If continuation-like: blended recall searches facts + episodes + open loops from the last 14 days
Otherwise the gate model (default openai:gpt-4o-mini) classifies whether stored memory is needed
If no: message passes through with zero overhead
If yes: gate extracts keywords, runs hybrid search, injects results as context

Usage

# Direct invocation
bun scripts/memory-gate.ts "what did we decide about FFB pricing?"
# Exit 0 + results printed

bun scripts/memory-gate.ts "hello"
# Exit 2 (no memory needed, no output)

bun scripts/memory-gate.ts "update the supplier scorecard"
# Exit 0 + results printed (or exit 3 if no results found)

Exit codes

Code	Meaning
0	Memory results found and printed
1	Error (Ollama down, parse failure)
2	No memory needed (greeting, general knowledge, self-contained request)
3	Memory needed but no results found

Zo rule integration

Create an always-applied Zo rule that runs the gate on every message:

Run: bun /home/workspace/Skills/zo-memory-system/scripts/memory-gate.ts "<message>"
- Exit 0: inject stdout as background context
- Exit 2: skip (no memory needed)
- Exit 3: skip (no results)

Configuration

export ZO_GATE_MODEL="openai:gpt-4o-mini"  # Default gate model
export OLLAMA_URL="http://localhost:11434"

The gate uses keep_alive: "24h" to keep the model loaded in memory. A daily scheduled agent should ping the model to prevent cold starts (~35-58s on first load vs ~5-7s warm).

Performance in multi-agent swarms

The gate is what makes this memory system viable for swarm workflows. Without gating, always-on injection consumes 34-120% of an 8K context budget across 11 tasks. With gating, only ~4 of 11 tasks get memory injection, keeping consumption at 2.5-6.9%.

Metric	With gate	Without gate (always-on)
Tasks injected	~4 of 11	All 11
Memory tokens per swarm run	800-2,200	12,100-38,500
% of 8K context budget	2.5-6.9%	34-120%

Architecture

.zo/memory/
├── shared-facts.db          # SQLite database
│   ├── facts                # Core facts table
│   ├── facts_fts            # FTS5 virtual table
│   ├── fact_embeddings      # Vector embeddings (768d)
│   ├── fact_links           # Associative routing graph
│   ├── capture_log          # Auto-capture history
│   ├── episodes             # Episodic memory (v3.1)
│   ├── episode_entities     # Episode-entity junction (v3.1)
│   ├── procedures           # Procedural memory (v3.1, Phase 2)
│   ├── procedure_episodes   # Procedure-episode junction (v3.1, Phase 2)
│   └── embedding_cache      # Content hash cache
├── personas/
│   ├── [persona-1].md       # Critical facts per persona
│   └── [persona-2].md
├── checkpoints/
│   └── [timestamp].json     # Saved states
└── scripts/
    ├── memory.ts            # Main CLI with episodic memory + graph-boosted search (v3.1)
    ├── memory-gate.ts       # Model-routed relevance gate (v2.3)
    ├── graph.ts             # Knowledge graph CLI (v3.0)
    ├── graph-boost.ts       # Graph scoring module (v3.0)
    ├── auto-capture.ts      # Conversation-to-fact extraction + episode hook (v3.1)
    ├── conversation-capture.ts  # Workspace artifact scanner for all conversations (v3.3)
    ├── migrate-v2.sql       # Schema migration for episodic/procedural memory (v3.1)
    ├── rollback-v2.sql      # Migration rollback script (v3.1)
    ├── add-persona.sh       # Persona setup helper
    ├── schema.sql           # Database schema
    ├── test-graph.ts        # Graph integration tests
    └── test-capture.ts      # Auto-capture integration tests

Search Flow (v3.0 — Graph-Boosted)

Query → ┌─────────────────────────────────────┐
        │  Parallel Execution                 │
        │  ├── HyDE Expansion (default: gpt-4o-mini) │
        │  ├── Query Embedding (nomic-embed)  │
        │  └── FTS5 Search (BM25)             │
        └─────────────────────────────────────┘
                        ↓
              RRF Fusion (base scores)
                        ↓
              Graph Boost (fact_links)
                        ↓
              Neighbor Injection (linked facts)
                        ↓
              Ranked Results

Configuration

Environment variables (optional):

export OLLAMA_URL="http://localhost:11434"      # Default embedding endpoint
export ZO_EMBEDDING_MODEL="ollama:nomic-embed-text"    # Default
export ZO_HYDE_MODEL="openai:gpt-4o-mini"       # Default
export ZO_HYDE_DEFAULT="true"                   # Default: use HyDE
export ZO_CAPTURE_MODEL="openai:gpt-4o-mini"    # Default: auto-capture model
export ZO_GATE_MODEL="openai:gpt-4o-mini"       # Default: gate model
export ZO_MEMORY_DB="/path/to/shared-facts.db"  # Default: .zo/memory/

Testing

# Run graph integration tests
bun scripts/test-graph.ts

# Run auto-capture integration tests
bun scripts/test-capture.ts

Version History

Version	Date	Changes
4.0.0	2026-03-29	Context budget awareness (token tracking + proactive checkpointing), recursive episode summarization (Ollama-powered FIFO compression), metrics dashboard (latency/recall/capture/gate stats), iterative multi-hop retrieval (confidence-based BFS with query refinement), cross-persona memory sharing (pools + inheritance hierarchy), conflict resolution (semantic/temporal detection + provenance tracking), enhanced knowledge graph (typed relations, cycle detection, DOT export, co-occurrence inference), embedding model benchmarking (3-model comparison + recall measurement).
3.3.1	2026-03-07	HTTP MCP server (`mcp-server-http.ts`) — Streamable HTTP transport via Bun.serve(), registered as Zo hosted service (`svc_PXkgBzRdH8M`), HTTPS at `zo-memory-mcp-marlandoj.zocomputer.io`, configured in Claude Code / Gemini / Codex / workspace .mcp.json, bridge script updated with zo-memory tool permissions
3.3.0	2026-03-07	Conversation capture (conversation-capture.ts) — scan all workspace artifacts for fact extraction, not just swarm. Scheduled daily agent for automatic capture + maintenance reports. Memory Manager persona with full CLI access.
3.2.0	2026-03-07	Procedural memory (versioned workflow storage, CRUD, feedback, Ollama evolution), cognitive profiles (episode IDs, failure patterns, entity affinities in executor-history.json), orchestrator v4.5 integration (auto-episode on swarm completion, 6-signal composite routing with procedure + temporal scores), MCP server (5 tools: search, store, episodes, procedures, cognitive_profile), import pipeline (ChatGPT, Obsidian, markdown), enhanced CLI (profile, import, mcp commands)
3.1.0	2026-03-07	Episodic memory (episodes table, entity tagging, temporal queries), velocity trends, DB migration system (migrate/rollback), auto-capture episode hook, stats v3 with episode/procedure counts
3.0.0	2026-03-04	Graph-boosted hybrid search (graph-boost.ts), BFS path finding & knowledge gap analysis (graph.ts), auto-capture pipeline (auto-capture.ts), co-capture linking, contradiction detection, scoring redistribution (RRF 0.60 + Graph 0.15 + Freshness 0.15 + Confidence 0.10)
2.3.0	2026-03-03	Memory gate (memory-gate.ts), always-on context injection via Zo rules, 24h model keep-alive, gate-filtered token savings for swarm workflows
2.2.0	2026-02-27	Ollama health check, fetch timeouts, prune/decay/consolidate/link/graph commands, vector pre-filtering, adaptive decay, associative routing, PRAGMA busy_timeout
2.1.0	2026-02-22	Parallelized HyDE/FTS/embedding execution, optimized for qwen2.5:1.5b, performance docs
2.0.0	2026-02-19	Hybrid SQLite + Vector search, HyDE query expansion, semantic retrieval, nomic-embed-text via Ollama
1.1.0	2026-02-18	Added swarm v4 integration documentation
1.0.0	2026-02-08	Initial release - SQLite persona memory, 5-tier decay, FTS5 search

Related Skills

zo-swarm-orchestrator — Multi-agent orchestration with token optimization

Design References

references/graphthulhu-concepts.md — Design notes on GraphThulhu adaptations
references/supermemory-concepts.md — Design notes on auto-capture inspiration
references/model-config.md — Per-workload model routing (model.env), provider secrets, and deployment notes for the memory-gate service. Read this before changing which model handles gate/briefing/extraction workloads.

name	zo-memory-system
description	Hybrid SQLite + Vector persona memory system for Zo Computer. Episodic memory with temporal queries, graph-boosted search, BFS path finding, knowledge gap analysis, auto-capture pipeline, and per-workload model routing. Default generation workloads use OpenAI `gpt-4o-mini`; embeddings default to Ollama `nomic-embed-text`.
compatibility	Created for Zo Computer. Requires Bun, `OPENAI_API_KEY` for default generation workloads, and Ollama for default local embeddings.
metadata	{"author":"marlandoj.zo.computer","updated":"2026-03-29T00:00:00.000Z","version":"4.0.0"}

DEPRECATED: This standalone skill has been migrated into the Zouroboros monorepo. The canonical location is now zouroboros/packages/. This copy is kept for backwards compatibility but will not receive updates.

Zo Memory System Skill v4.0.0

Give your Zo personas persistent memory with semantic understanding, graph intelligence, and automatic fact capture.

v3.1 Updates: Episodic memory (event-based "what happened" with outcomes), temporal queries (since/until filtering), velocity trends, DB migration system, auto-capture episode hook

What You Get

Automatic continuation recall — Detects continuation-like messages and silently blends relevant context from the last 14 days
First-class open loops — Stores unfinished tasks, unresolved bugs/incidents, pending approvals, and next-step commitments as queryable records
Searchable session summaries — Episodes are indexed for continuation retrieval, not just listed by time
Procedural memory — Versioned workflow patterns with step sequences, success/failure tracking, and model-routed evolution
Cognitive profiles — Extended executor history with episode linkage, failure pattern classification, and entity affinity scores
6-signal routing — Orchestrator composite router enhanced with procedure + temporal scoring for memory-enriched task routing
Episodic memory — Event-based "what happened" records with outcomes, entity tagging, and duration tracking
Temporal queries — Filter episodes by time ("7 days ago", "last week", ISO dates) and outcome
Velocity trends — Track success/failure rates per entity over time (day/week/month granularity)
DB migration system — Safe, idempotent schema migrations with rollback support
Hybrid search — BM25 (FTS5) + vector similarity with RRF fusion
Graph-boosted scoring — Linked facts boost each other in search results
Semantic understanding — Finds facts even with paraphrased queries
HyDE expansion — openai:gpt-4o-mini by default via model-client (overrideable per workload)
BFS path finding — Find shortest connection between any two entities
Knowledge gap analysis — Identify orphan facts, dead ends, weak links, and clusters
Auto-capture — Extract facts from conversation transcripts automatically
Conversation capture — Scan all workspace artifacts and extract facts from every conversation (not just swarm)
Scheduled capture agent — Daily agent that runs conversation-capture and emails a maintenance report
Contradiction detection — New facts that conflict with existing ones create supersession links
5-tier adaptive decay — Automatic promotion/demotion based on access patterns
Local embeddings — nomic-embed-text (768d) via Ollama (no API costs)
Per-persona memory files — Critical facts always loaded with the persona
Shared memory database — Cross-persona facts with vector index
Associative routing — Graph links between related facts (link/unlink/show commands)
Memory consolidation — Automatic deduplication and merging of related facts
Swarm integration — Token-optimized memory for multi-agent workflows
Memory gate — model-routed relevance filter (memory-gate.ts) that classifies messages before searching; defaults to OpenAI
Always-on injection — Zo rule integration for automatic context injection on every message
Gate-filtered savings — 40-60% of messages filtered as not needing memory (zero extra tokens)
Health checks — provider connectivity and model validation at startup
Fetch timeouts — provider call timeouts prevent indefinite hangs
Scheduled maintenance — Hourly prune/decay automation
Checkpoint system — Save/restore task state
Graceful fallback — Works without embeddings (FTS5 only)

Prerequisites

# Default generation workloads
export OPENAI_API_KEY="your_api_key_here"

# Optional local embeddings
curl -fsSL https://ollama.com/install.sh | sh
ollama pull nomic-embed-text
ollama serve &

Model Selection

Model	Purpose	Size	Why
`openai:gpt-4o-mini`	Gate, HyDE, capture, briefing, summarization	OpenAI	Current default generation path across memory workloads
`ollama:nomic-embed-text`	Vector embeddings	Ollama	Local embeddings with no per-call API cost

Override policy: generation workloads resolve through scripts/model-client.ts and can be changed via workload-specific env vars.

Performance

Mode	Latency	Use Case
FTS + Vectors only	~0.5s	Specific queries with exact keywords
With HyDE	~4s	Vague/conceptual queries (e.g., "that thing about data safety")
Graph-boosted	+~5ms	Adds graph scoring to any search (negligible overhead)
Auto-capture	~3-5s	Per-conversation extraction (post-conversation, not per-turn)

HyDE Trade-off: Adds ~3.5s but dramatically improves recall for vague queries (1 result → 6 results in testing).

Quick Start

# Initialize the database
cd /home/workspace/Skills/zo-memory-system
bun scripts/memory.ts init

# Add memory to a persona
bun scripts/add-persona.sh "my-persona" "Role description"

# Store a fact
bun scripts/memory.ts store \
  --entity "user" \
  --key "preference" \
  --value "value" \
  --decay permanent

# Search with semantic understanding + graph boost
bun scripts/memory.ts hybrid "why did we choose the database"

# Manage knowledge graph
bun scripts/graph.ts link --source <id1> --target <id2> --relation "depends_on"
bun scripts/graph.ts knowledge-gaps

# Auto-capture facts from a conversation
bun scripts/auto-capture.ts --input conversation.md --dry-run

Commands

Store Facts

bun scripts/memory.ts store \
  --persona shared \
  --entity "user" \
  --key "name" \
  --value "Alice" \
  --decay permanent \
  --category preference

Search Memory

Continuation Recall (facts + episodes + open loops):

bun scripts/memory.ts continuation "where did we leave off on the health dashboard?"
bun scripts/memory.ts open-loops --status open
bun scripts/memory.ts resolve-loop "The dashboard issue is fixed now"

Hybrid Search (semantic + exact + graph boost):

bun scripts/memory.ts hybrid "database decision rationale"
bun scripts/memory.ts hybrid "why did we pick SQLite" --no-hyde  # Skip HyDE for speed

Hybrid search now includes graph-boosted scoring. When facts are linked via fact_links, linked results boost each other. Scoring weights:

Signal	Weight	Notes
RRF (FTS + Vector)	0.60	Primary signal
Graph Boost	0.15	Reward associative proximity
Freshness	0.15	Recency bonus
Confidence	0.10	Trust signal

When no graph links exist for any result, original weights (0.70/0.20/0.10) are preserved.

Fast Exact Search (FTS5 only):

bun scripts/memory.ts search "router password"

Lookup by entity:

bun scripts/memory.ts lookup --entity "user"
bun scripts/memory.ts lookup --entity "user" --key "name"

Maintenance

# View statistics (shows embeddings count, model config)
bun scripts/memory.ts stats

# Check Ollama health and model availability
bun scripts/memory.ts health

# Backfill embeddings for all facts
bun scripts/memory.ts index

# Prune expired facts and orphaned embeddings
bun scripts/memory.ts prune

# Apply adaptive decay (demotes stale, promotes frequently-accessed)
bun scripts/memory.ts decay

# Consolidate duplicate facts (merge same entity+key entries)
bun scripts/memory.ts consolidate

Knowledge Graph (graph.ts)

The graph CLI manages associative links between facts and provides graph analysis tools.

Link Management

# Create a link between two facts
bun scripts/graph.ts link --source <id1> --target <id2> --relation "depends_on" --weight 0.8

# Remove a link
bun scripts/graph.ts unlink --source <id1> --target <id2>
bun scripts/graph.ts unlink --source <id1> --target <id2> --relation "depends_on"

# Show all links for an entity or fact
bun scripts/graph.ts show --entity "project.ffb-site"
bun scripts/graph.ts show --id <fact-id>

Find Connections (BFS Path Finding)

Find the shortest path between two entities through the knowledge graph:

bun scripts/graph.ts find-connections --from "project.ffb-site" --to "system.zo"
bun scripts/graph.ts find-connections --from "user" --to "decision.hosting" --max-depth 3

Output:

Path found (2 hops):

  [project.ffb-site.name] "FFB website redesign project"
    -->depends_on
  [decision.hosting] "Decided to use Zo hosting"
    -->related
  [system.zo.infrastructure] "Zo Computer infrastructure setup"

Knowledge Gaps Analysis

Scan all facts for maintenance opportunities:

bun scripts/graph.ts knowledge-gaps

Output:

Knowledge Gap Analysis
======================
Total facts: 73
Linked facts: 14 (19.2%)
Orphan facts: 59 (80.8%)

Dead ends (targets only, never source):
  - [decision.hosting] "Decided to use Zo hosting" (2 inbound, 0 outbound)

Weakly linked (only 1 connection):
  - [project.ffb-api] "FFB API integration" (1 link)

Connected components: 3
  Cluster 1 (8 facts): hub = [project.ffb-site] (5 links)
  Cluster 2 (4 facts): hub = [system.zo-infrastructure] (3 links)
  Cluster 3 (2 facts): hub = [decision.memory-cli] (1 link)

Suggested: 12 orphan facts share entities with linked facts and could be connected.

Auto-Capture (auto-capture.ts)

Extract structured facts from conversation transcripts automatically.

How it works

Transcript is sent through model-client for structured extraction (default openai:gpt-4o-mini)
Each candidate fact is quality-filtered (confidence >= 0.6, value >= 10 chars)
Dedup check against existing facts (hash-based exact match)
Contradiction detection: same entity+key with different value creates a supersedes link
Passing facts are stored with embeddings and auto-linked as co-captured

Usage

# Preview extraction (dry-run, no storage)
bun scripts/auto-capture.ts --input conversation.md --dry-run

# Extract and store
bun scripts/auto-capture.ts --input conversation.md --source "chat:2026-03-04"

# Pipe from swarm output
cat swarm-output.md | bun scripts/auto-capture.ts --source "swarm:ffb"

# View capture history
bun scripts/auto-capture.ts stats

Options

Flag	Description	Default
`--input <file>`	Transcript file path	stdin
`--source <label>`	Source label for audit trail	"cli"
`--persona <name>`	Persona to store facts under	"shared"
`--dry-run`	Show extraction without storing	false
`--model <name>`	Override extraction model	`openai:gpt-4o-mini`

Quality Safeguards

Confidence threshold: Facts below 0.6 confidence are discarded
Value length minimum: Facts with values shorter than 10 chars are discarded
Max 20 facts per capture (prevents runaway extraction from long transcripts)
Transcript hash prevents re-processing the same content
Dry-run mode for testing extraction quality before committing
Source tagging for audit trail (source: "auto-capture:{label}")

Contradiction Handling

When auto-capture finds an existing fact with the same entity+key but a different value:

New fact is stored normally
A supersedes link is created: new_fact → old_fact
Old fact's confidence is halved (soft deprecation, not deletion)

Co-Capture Linking

Facts extracted from the same conversation are automatically linked with relation: "co-captured" and weight: 0.5. This seeds the knowledge graph with organic connections.

Conversation Capture (conversation-capture.ts)

# List all capturable artifacts
bun scripts/conversation-capture.ts --list

# Process last 24h (safe default)
bun scripts/conversation-capture.ts

# Only last 24 hours
bun scripts/conversation-capture.ts --since 24h

# Explicit full backlog sweep
bun scripts/conversation-capture.ts --all

# Preview without storing
bun scripts/conversation-capture.ts --dry-run

# Show capture statistics
bun scripts/conversation-capture.ts --stats

Options

Flag	Description	Default
`--since <duration>`	Filter by recency: 1h, 24h, 7d, 30d, 1w, 1m	24h
`--all`	Process all uncaptured artifacts across all conversations	false
`--dry-run`	Show extraction without storing	false
`--list`	List capturable files with status	—
`--stats`	Show conversation capture statistics	—

Filters

Skips files < 200 bytes or > 500 KB
Skips read_webpage/, browser_agent/, node_modules/, venv/ directories
Only processes .md, .txt, .json files
Hash-based dedup via capture_log table (never re-processes same content)
Creates episodes for each capture session
Bare invocation is intentionally bounded to the last 24 hours; use --all only for an explicit backlog sweep

Scheduled Agent

A daily agent runs at 04:00 AM Phoenix time, executing conversation-capture for the last 24 hours and emailing a maintenance report with fact counts, DB stats, and any errors.

Episodic Memory (v3.1)

Episodic memory captures "what happened" as events with outcomes — complementing facts (what is true) with episodes (what occurred).

Database Migration

Before using episodic memory, run the migration to add the new tables:

bun scripts/memory.ts migrate

This is idempotent (safe to run multiple times) and preserves all existing data.

Querying Episodes

# List all episodes
bun scripts/memory.ts episodes

# Filter by time
bun scripts/memory.ts episodes --since "7 days ago"
bun scripts/memory.ts episodes --since "2026-03-01" --until "2026-03-07"
bun scripts/memory.ts episodes --since "last week"

# Filter by outcome
bun scripts/memory.ts episodes --outcome failure
bun scripts/memory.ts episodes --outcome success --since "30 days ago"

# Filter by entity
bun scripts/memory.ts episodes --entity "executor.claude-code"
bun scripts/memory.ts episodes --entity "project.ffb-site" --since "7 days ago"

Velocity Trends

Track success/failure rates over time for any entity:

# Weekly trends (default)
bun scripts/memory.ts trends --entity "executor.claude-code"

# Daily granularity
bun scripts/memory.ts trends --entity "project.ffb-site" --granularity day

# Monthly, last 6 months
bun scripts/memory.ts trends --entity "swarm.ffb" --granularity month --since "180 days ago"

Output:

Velocity trends for "executor.claude-code" (by week):

  Period        Total  OK  Fail  Rate
  ─────────────────────────────────────
  2026-W06          1   1     0  100%
  2026-W09          1   0     0  0%

Time Formats

The temporal query system accepts:

Relative: "7 days ago", "30 minutes ago", "2 weeks ago", "3 months ago"
Named: "today", "yesterday", "last week", "last month", "last year"
ISO dates: "2026-03-01"
Unix timestamps: raw seconds

Auto-Capture Episode Hook

Procedural Memory (v3.2)

Managing Procedures

# List all procedures (shows latest version per name)
bun scripts/memory.ts procedures --list

# Show steps for a specific procedure
bun scripts/memory.ts procedures --show "site-review"

# Record feedback after running a procedure
bun scripts/memory.ts procedures --feedback <procedure-id> --success
bun scripts/memory.ts procedures --feedback <procedure-id> --failure

# Force model-routed evolution based on failure episodes
bun scripts/memory.ts procedures --evolve "site-review"

Procedure Evolution

Gets a new version number (v1 -> v2)
Links to its parent via evolved_from
Starts with fresh success/failure counts
May adjust timeouts, add fallback executors, or reorder steps

Cognitive Profiles

Executor history (~/.swarm/executor-history.json) is extended with cognitive fields:

recent_episode_ids — Last 10 episode IDs for "why did this happen?" queries
failure_patterns — Auto-classified error types (timeout, mutation_failed, file_not_found, permission_denied)
entity_affinities — Per-entity success rates as exponential moving averages

These fields are backward compatible — old history files parse correctly without them.

Orchestrator Integration (v4.5)

The swarm orchestrator (orchestrate-v4.ts) now:

Creates episodes — Every swarm run auto-creates an episode with outcome, duration, executor list, and task tags
6-signal composite routing — Adds procedureScore (from procedure success rates) and temporalScore (from recent episodic performance) to the existing 4-signal composite router
Cognitive data on outcomes — Success/failure calls pass error types and entity affinities to executor history

MCP Server (v3.3.1)

Expose the memory system as MCP tools for Claude Desktop, Cursor, Gemini, Codex, and other MCP-compatible clients.

Transport Modes

Mode	Script	Use Case
HTTP (Streamable HTTP)	`mcp-server-http.ts`	Network access — hosted service, multi-agent, all personas
Stdio	`mcp-server.ts`	Direct process spawn — Claude Desktop, single-client

HTTP Server (Recommended)

The HTTP MCP server runs as a Zo hosted service with auto-restart and HTTPS.

# Start locally (for testing)
PORT=48400 bun scripts/mcp-server-http.ts

# Health check
curl http://localhost:48400/health

# MCP endpoint
POST http://localhost:48400/mcp

Hosted service: https://zo-memory-mcp-marlandoj.zocomputer.io

Service ID: svc_PXkgBzRdH8M
Local port: 48400
Health: /health
MCP: /mcp (Streamable HTTP transport)

Optional auth: Set ZO_MEMORY_MCP_TOKEN env var to require Bearer token auth.

Stdio Server

bun scripts/mcp-server.ts          # Direct
bun scripts/memory.ts mcp          # Via CLI

Available Tools

Tool	Description
`memory_search`	Hybrid FTS + vector search with RRF fusion
`memory_store`	Store a new fact with auto-generated embedding
`memory_episodes`	Query episodic memory with temporal/entity filters
`memory_procedures`	List or show workflow procedures
`cognitive_profile`	Show executor cognitive profile (history, patterns, affinities)

Client Configuration

Claude Code (~/.claude.json or project .mcp.json):

{
  "mcpServers": {
    "zo-memory": {
      "type": "http",
      "url": "http://localhost:48400/mcp"
    }
  }
}

Claude Desktop (stdio mode, claude_desktop_config.json):

{
  "mcpServers": {
    "zo-memory": {
      "command": "bun",
      "args": ["/home/workspace/Skills/zo-memory-system/scripts/mcp-server.ts"]
    }
  }
}

Gemini (~/.gemini/settings.json):

{
  "mcpServers": {
    "zo-memory": {
      "url": "http://localhost:48400/mcp",
      "type": "http",
      "trust": true
    }
  }
}

Codex (~/.codex/config.toml):

[mcp_servers.zo-memory]
url = "http://localhost:48400/mcp"
startup_timeout_sec = 10

Swarm bridge: The Claude Code bridge script (claude-code-bridge.sh) pre-approves all mcp__zo-memory__* tools via --allowedTools.

Import Pipeline (v3.2)

Import facts from external sources into the memory system.

Supported Sources

Source	Format	Extracts
`chatgpt`	JSON export	Conversation summaries, key decisions
`obsidian`	Markdown vault	Notes by section, respects frontmatter
`markdown`	Any `.md` file	Section-based facts from headings

Usage

# Preview (no changes)
bun scripts/memory.ts import --source markdown --path ~/notes/decisions.md --dry-run

# Import ChatGPT export
bun scripts/memory.ts import --source chatgpt --path ~/chatgpt-export.json

# Import Obsidian vault
bun scripts/memory.ts import --source obsidian --path ~/Vault

# Import single markdown
bun scripts/memory.ts import --source markdown --path ~/notes/architecture.md

Features:

Duplicate detection (skips already-imported facts)
Auto-generated embeddings for semantic search
Section-based splitting (one fact per heading)
Obsidian frontmatter support (entity, category fields)

Memory Gate (Always-On Context Injection)

How it works

User sends a message
Continuation detector checks for likely follow-on work
If continuation-like: blended recall searches facts + episodes + open loops from the last 14 days
Otherwise the gate model (default openai:gpt-4o-mini) classifies whether stored memory is needed
If no: message passes through with zero overhead
If yes: gate extracts keywords, runs hybrid search, injects results as context

Usage

# Direct invocation
bun scripts/memory-gate.ts "what did we decide about FFB pricing?"
# Exit 0 + results printed

bun scripts/memory-gate.ts "hello"
# Exit 2 (no memory needed, no output)

bun scripts/memory-gate.ts "update the supplier scorecard"
# Exit 0 + results printed (or exit 3 if no results found)

Exit codes

Code	Meaning
0	Memory results found and printed
1	Error (Ollama down, parse failure)
2	No memory needed (greeting, general knowledge, self-contained request)
3	Memory needed but no results found

Zo rule integration

Create an always-applied Zo rule that runs the gate on every message:

Run: bun /home/workspace/Skills/zo-memory-system/scripts/memory-gate.ts "<message>"
- Exit 0: inject stdout as background context
- Exit 2: skip (no memory needed)
- Exit 3: skip (no results)

Configuration

export ZO_GATE_MODEL="openai:gpt-4o-mini"  # Default gate model
export OLLAMA_URL="http://localhost:11434"

The gate uses keep_alive: "24h" to keep the model loaded in memory. A daily scheduled agent should ping the model to prevent cold starts (~35-58s on first load vs ~5-7s warm).

Performance in multi-agent swarms

Metric	With gate	Without gate (always-on)
Tasks injected	~4 of 11	All 11
Memory tokens per swarm run	800-2,200	12,100-38,500
% of 8K context budget	2.5-6.9%	34-120%

Architecture

.zo/memory/
├── shared-facts.db          # SQLite database
│   ├── facts                # Core facts table
│   ├── facts_fts            # FTS5 virtual table
│   ├── fact_embeddings      # Vector embeddings (768d)
│   ├── fact_links           # Associative routing graph
│   ├── capture_log          # Auto-capture history
│   ├── episodes             # Episodic memory (v3.1)
│   ├── episode_entities     # Episode-entity junction (v3.1)
│   ├── procedures           # Procedural memory (v3.1, Phase 2)
│   ├── procedure_episodes   # Procedure-episode junction (v3.1, Phase 2)
│   └── embedding_cache      # Content hash cache
├── personas/
│   ├── [persona-1].md       # Critical facts per persona
│   └── [persona-2].md
├── checkpoints/
│   └── [timestamp].json     # Saved states
└── scripts/
    ├── memory.ts            # Main CLI with episodic memory + graph-boosted search (v3.1)
    ├── memory-gate.ts       # Model-routed relevance gate (v2.3)
    ├── graph.ts             # Knowledge graph CLI (v3.0)
    ├── graph-boost.ts       # Graph scoring module (v3.0)
    ├── auto-capture.ts      # Conversation-to-fact extraction + episode hook (v3.1)
    ├── conversation-capture.ts  # Workspace artifact scanner for all conversations (v3.3)
    ├── migrate-v2.sql       # Schema migration for episodic/procedural memory (v3.1)
    ├── rollback-v2.sql      # Migration rollback script (v3.1)
    ├── add-persona.sh       # Persona setup helper
    ├── schema.sql           # Database schema
    ├── test-graph.ts        # Graph integration tests
    └── test-capture.ts      # Auto-capture integration tests

Search Flow (v3.0 — Graph-Boosted)

Query → ┌─────────────────────────────────────┐
        │  Parallel Execution                 │
        │  ├── HyDE Expansion (default: gpt-4o-mini) │
        │  ├── Query Embedding (nomic-embed)  │
        │  └── FTS5 Search (BM25)             │
        └─────────────────────────────────────┘
                        ↓
              RRF Fusion (base scores)
                        ↓
              Graph Boost (fact_links)
                        ↓
              Neighbor Injection (linked facts)
                        ↓
              Ranked Results

Configuration

Environment variables (optional):

export OLLAMA_URL="http://localhost:11434"      # Default embedding endpoint
export ZO_EMBEDDING_MODEL="ollama:nomic-embed-text"    # Default
export ZO_HYDE_MODEL="openai:gpt-4o-mini"       # Default
export ZO_HYDE_DEFAULT="true"                   # Default: use HyDE
export ZO_CAPTURE_MODEL="openai:gpt-4o-mini"    # Default: auto-capture model
export ZO_GATE_MODEL="openai:gpt-4o-mini"       # Default: gate model
export ZO_MEMORY_DB="/path/to/shared-facts.db"  # Default: .zo/memory/

Testing

# Run graph integration tests
bun scripts/test-graph.ts

# Run auto-capture integration tests
bun scripts/test-capture.ts

Version History

Version	Date	Changes
4.0.0	2026-03-29	Context budget awareness (token tracking + proactive checkpointing), recursive episode summarization (Ollama-powered FIFO compression), metrics dashboard (latency/recall/capture/gate stats), iterative multi-hop retrieval (confidence-based BFS with query refinement), cross-persona memory sharing (pools + inheritance hierarchy), conflict resolution (semantic/temporal detection + provenance tracking), enhanced knowledge graph (typed relations, cycle detection, DOT export, co-occurrence inference), embedding model benchmarking (3-model comparison + recall measurement).
3.3.1	2026-03-07	HTTP MCP server (`mcp-server-http.ts`) — Streamable HTTP transport via Bun.serve(), registered as Zo hosted service (`svc_PXkgBzRdH8M`), HTTPS at `zo-memory-mcp-marlandoj.zocomputer.io`, configured in Claude Code / Gemini / Codex / workspace .mcp.json, bridge script updated with zo-memory tool permissions
3.3.0	2026-03-07	Conversation capture (conversation-capture.ts) — scan all workspace artifacts for fact extraction, not just swarm. Scheduled daily agent for automatic capture + maintenance reports. Memory Manager persona with full CLI access.
3.2.0	2026-03-07	Procedural memory (versioned workflow storage, CRUD, feedback, Ollama evolution), cognitive profiles (episode IDs, failure patterns, entity affinities in executor-history.json), orchestrator v4.5 integration (auto-episode on swarm completion, 6-signal composite routing with procedure + temporal scores), MCP server (5 tools: search, store, episodes, procedures, cognitive_profile), import pipeline (ChatGPT, Obsidian, markdown), enhanced CLI (profile, import, mcp commands)
3.1.0	2026-03-07	Episodic memory (episodes table, entity tagging, temporal queries), velocity trends, DB migration system (migrate/rollback), auto-capture episode hook, stats v3 with episode/procedure counts
3.0.0	2026-03-04	Graph-boosted hybrid search (graph-boost.ts), BFS path finding & knowledge gap analysis (graph.ts), auto-capture pipeline (auto-capture.ts), co-capture linking, contradiction detection, scoring redistribution (RRF 0.60 + Graph 0.15 + Freshness 0.15 + Confidence 0.10)
2.3.0	2026-03-03	Memory gate (memory-gate.ts), always-on context injection via Zo rules, 24h model keep-alive, gate-filtered token savings for swarm workflows
2.2.0	2026-02-27	Ollama health check, fetch timeouts, prune/decay/consolidate/link/graph commands, vector pre-filtering, adaptive decay, associative routing, PRAGMA busy_timeout
2.1.0	2026-02-22	Parallelized HyDE/FTS/embedding execution, optimized for qwen2.5:1.5b, performance docs
2.0.0	2026-02-19	Hybrid SQLite + Vector search, HyDE query expansion, semantic retrieval, nomic-embed-text via Ollama
1.1.0	2026-02-18	Added swarm v4 integration documentation
1.0.0	2026-02-08	Initial release - SQLite persona memory, 5-tier decay, FTS5 search

Related Skills

zo-swarm-orchestrator — Multi-agent orchestration with token optimization

Design References

references/graphthulhu-concepts.md — Design notes on GraphThulhu adaptations
references/supermemory-concepts.md — Design notes on auto-capture inspiration
references/model-config.md — Per-workload model routing (model.env), provider secrets, and deployment notes for the memory-gate service. Read this before changing which model handles gate/briefing/extraction workloads.