People Notes

People Notes

Manage durable person-specific notes in the user's Obsidian second brain. Use second-brain for shared vault conventions, project-tracking for project state, and task-tracking for action items.

Tools

The server derives the path from the person's name, so never construct one. A person note is People/[First Last].md — spaces, not underscores, so [[First Last]] resolves.

obsidian__section_append appends at the end of the named section, so a conversation row cannot land under the wrong heading. ## Conversation History is a table: pass the content as a pipe-delimited row and the tool appends it as a row — if you pass prose, the error names the columns.

Person File Template

---
type: person
role: Employee / Client / Vendor / Family / Friend / Other
created: YYYY-MM-DD
projects: []
---

# [First Last]

## General Notes

Relevant strengths, preferences, context, or relationship notes.

## Conversation History

| Date | Context | Summary |
|------|---------|---------|

## Pending Topics

- [ ] Topic to discuss

## Associated Projects

- [[Project Name]]

projects: holds quoted wikilinks: projects: ["[[Project Name]]"]. You do not write that syntax — obsidian__note_set_field note="Jane Doe" field="projects" value="Wayfinder, Atlas" takes plain names and quotes them, which is what makes Obsidian count them as graph edges. Keep it in sync with ## Associated Projects.

Workflow

When creating a person note:

1. obsidian__note_create type="person" name="First Last". Pass a known role as fields={"role":"Client"}. The sections above are laid out for you.
2. If the person already has a note, the call returns created=false and says so — add to the existing note instead of recreating it.
3. Populate only what is known. Do not infer sensitive personal details.

When logging a conversation:

1. Determine the person and the date in the local timezone.
2. Append the row: obsidian__section_append note="First Last" section="Conversation History" content="| 2026-07-31 | Kickoff call | Agreed to send pricing |". Wikilink any projects or other people named in the summary.
3. If the conversation belongs to a project, add it to ## Associated Projects and to the projects: property, and route project-specific content to project-tracking.
4. If the conversation creates action items, route concrete tasks to task-tracking.
5. If it was just a daily-life note, optionally route a brief note to daily-journal when the user's wording suggests journaling.

Pending Topics

• Use ## Pending Topics for things the user wants to discuss with a person later. Add one with obsidian__checklist_set note="First Last" section="Pending Topics" item="…".
• Mark a topic handled with the same call plus checked=true, and only when the user says it was handled. Nothing removes the line — a checked topic is the record that it happened.
• If a pending topic is tied to a project, include the [[Project Name]] wikilink in the topic text.
• If a topic carries a relative date ("before end of month"), resolve it with obsidian__date_resolve and write the exact date into the topic text — a relative phrase left in stored text is ambiguous to whoever reads it back later:

obsidian__date_resolve expression="end of month"
obsidian__checklist_set note="Jane Doe" section="Pending Topics" item="Follow up about the raise by 2026-08-31"

Cadence

On "who haven't I talked to" or "who should I reach out to":

1. obsidian__vault_list type="person" stale_days=60, sorted oldest first (a null last_entry_date — never logged at all — sorts first, ahead of every real date).
2. For each, read the note and report: the person's name as a wikilink, their last_entry_date (or "no logged conversation yet"), and any open items under ## Pending Topics.
3. This is a suggestion, never a write — do not log a conversation, close a pending topic, or change status from a cadence check. The user decides who to reach out to; this skill only surfaces who has gone quiet.

Relationship to Projects and Tasks

• People files link to projects under ## Associated Projects and in frontmatter projects:.
• Project files should hold project decisions, blockers, and waiting items, and link back to people via people: frontmatter and [[First Last]] stakeholder links — this is what makes person-project connections visible in the graph from both sides.
• Task files should hold actionable work, due dates, and waiting states.
• Do not use people files as the only place for project blockers or task commitments; route those to project-tracking or task-tracking as well.

Privacy and Tone

• Treat people notes as sensitive private context.
• Keep notes factual and useful; avoid judgmental phrasing unless the user explicitly gives that wording.
• Do not expose people-note details in group chats or public channels.