Casefile

Casefile

Use Casefile to maintain durable security investigation state across Codex turns. Prefer the MCP tools from the casefile server when they are available.

Workflow

1. Check existing cases before opening a new one with casefile_list or casefile_search.
2. Open new leads with casefile_add as hypothesis or investigating.
3. Promote cases with casefile_update only after materially new evidence, proof, impact, blockers, remediation, or status changes.
4. Mark confirmed only when evidence and a PoC or repro are recorded.
5. Use casefile_link and casefile_unlink for exploit chains. Do not edit linked case IDs directly.
6. Use casefile_report only for confirmed or already reported cases.
7. Use killed for disproven, duplicate, or dead-end leads, and include evidence, blockers, next step, or assumptions explaining why.

Tool Map

• casefile_add: create a new case.
• casefile_update: update an existing case.
• casefile_get: read one case by ID.
• casefile_list: list cases with filters and pagination.
• casefile_search: search all fields or a scoped field such as evidence, impact, or poc.
• casefile_link: bidirectionally link two cases.
• casefile_unlink: remove a bidirectional case link.
• casefile_report: write a markdown report for a confirmed or reported case.

Storage

The Codex plugin uses project-scoped storage by default at .casefile/casefile.jsonl. Use CASEFILE_PATH to force a specific ledger path or CASEFILE_SCOPE=global to use ~/.casefile/casefile.jsonl.

Legacy pi environment variables remain supported for the pi extension.