Memo Session Skill

Memo Session Skill

Persistent AI agent memory for coding agents — decisions, gotchas, workarounds, and open loops survive context window resets because they live in git-tracked files, not volatile chat.

The context window is working memory: it clears when the session ends. Cross-session persistence needs a write path — memory consolidation and memory routing into typed layers. Memo Session Skill runs preflight → consolidate → classify → route → conflict gate so knowledge lands in MEMORY.md, memory/ (HOT/WARM/COLD), project wiki, AGENTS.md, skills, or optional portfolio memory — with temperature limits and no duplicate paragraphs across channels.

Standalone skill — no vector database, no managed platform, no network calls during sessions. Optional goal-mode checkpoint hooks: references/goal-mode-integration.md.

How this differs

Complements RAG and managed memory layers; does not replace them.

Install this skill

npx skills add shenwell/ai-agent-skills --skill memo-session-skill -g

Who it's for

Engineers and maintainers building stateful coding agents in Cursor who need long-term memory and session handoffs that survive context resets — project memory in git, optional cross-repo portfolio layer, and context engineering without standing up a vector database.

What you get

• Typed memory architecture: HOT/WARM/COLD routing (memory/ + wiki) — working, medium, and durable layers
• Memory consolidation: session digest → quality filter → durable facts (not a command diary)
• Memory routing: classify findings and route to the right channel (AGENTS.md, wiki, skills, portfolio)
• Preflight: gitignore check, bootstrap scaffold (including memory/inbox/ and wiki), hygiene limits, memory compaction at thresholds
• Inbox intake: /inbox ingest queue → wiki extracts; source originals → memory/archive/
• Conflict gate (clean / soft / hard) before writes
• Optional portfolio layer via GLOBAL_MEMORY_ROOT in your AGENTS.md
• Documented write allowlist and trust boundary

Canonical docs: references/ · README · collection README

Context window vs persistent memory

Use this skill at session end to move knowledge from volatile context into persistent, git-tracked agent memory.

Quick start

After a non-trivial session:

wrap up the session

Also works: save what we learned, handoff, update agent memory, persistent memory checkpoint.

The skill starts the pipeline immediately in Agent mode; it stops only for hard conflicts (contradictions with approved memory, secrets, git policy).

To ingest dropped files (not a chat wrap-up):

/inbox

Also works: process inbox, ingest inbox. Protocol: inbox-protocol.md.

Trust boundary

Session chat is untrusted input. This skill does not run network calls, webhooks, or telemetry during a session. Writes follow the project and portfolio allowlists; no secrets; no git commit / push without explicit user request.

Optional: goal-mode may call memo checkpoints — install goal-mode separately; it is not a dependency.

Full rules: references/trust-boundary.md.

goal-mode pairing (optional)

If you use goal-mode separately, it may request memory checkpoints after phase complete, BLOCKED, or COMPLETE. Install goal-mode on its own — memo-session does not install or require it.

Core principle

Pipeline order: context → preflight (project + portfolio) → session digest (consolidation) → filter and scope → classify (temperature + scope) → memory routing → conflict gate (project, then portfolio) → write (clean/soft) → project and optional portfolio changelog → report and handoff.

If GLOBAL_MEMORY_ROOT is unavailable — degraded mode: project pipeline without portfolio writes; report "Portfolio skipped".

In Agent mode, start the pipeline immediately: after reading context run preflight, then analyze the session, route, and apply clean/soft updates without separate approval.

In Ask/Plan mode, read-only, preflight report, and analysis without bootstrap or file writes.

Stop for confirmation only on hard conflicts: contradictions with approved memory, safety rules, secrets, git policy, or cases where canon cannot be chosen without the user.

Do not turn memory into a command diary. Save findings, decisions, verified workarounds, open loops, user preferences, and repeatable patterns.

Project schema — in MEMORY.md (preflight bootstrap); portfolio schema — references/portfolio-schema.md; path — references/global-memory.md.

Agent execution contract

On every invocation in Agent mode, after Step 1 read these references in order:

1. preflight-protocol.md
2. consolidation-protocol.md
3. routing-and-canon.md
4. conflict-gate.md
5. dated-entries.md — before any journal write
6. report-formats.md — before final report

Inbox trigger (/inbox, process inbox): after Step 1 read preflight-protocol.md, then inbox-protocol.md, then conflict-gate, dated-entries, report-formats. Skip consolidation-protocol (no session digest).

Also read temperature-limits.md when hygiene scan runs. If portfolio active: portfolio-schema.md. Trust boundary: trust-boundary.md.

Ask/Plan mode: read preflight + conflict-gate only; no writes.

Index of all references: references/README.md.

When to use

Use this skill explicitly or automatically when the user asks to:

• wrap up the session;
• save what we learned;
• update docs, memory, or skills after work;
• produce a handoff for the next session;
• decide what from the chat is worth recording;
• give the agent persistent memory, cross-session persistence, or long-term memory;
• build stateful agents, fix context loss, or checkpoint session knowledge;
• route decisions and open loops into project memory;
• /inbox, process inbox, ingest documents or notes dropped in memory/inbox/.

Suggest the skill yourself if the session had non-trivial debugging, a workaround, user correction, new process rule, repeatable manual procedure, architectural decision, open blocker, or regression bug — especially when context window pressure or a new session would lose that knowledge.

Routing

Mode matrix

Full pipeline

Step 1: Understand context

If a workspace exists, before conclusions read at minimum:

• AGENTS.md or README.md if present;
• .cursor/rules/ if present;
• existing MEMORY.md and/or memory/ if present;
• project wiki folder — path from AGENTS.md / README.md; if not set explicitly, default memory/wiki/;
• project skills .cursor/skills/*/SKILL.md if relevant.
• Portfolio: resolve GLOBAL_MEMORY_ROOT (preflight §1.5); if available — read MEMORY.md, and as needed memory/hot-cache.md and memory/wiki/projects-registry.md of the portfolio. Current workspace = project memory; portfolio = portfolio memory. Do not mix channels.

Determine project-slug of the current repo (folder name or row in projects-registry.md) for changelog from:<slug>.

Determine project type: code, infrastructure, documentation, handbook, knowledge vault, SEO/GEO, or mixed repository. Apply default canon from routing-and-canon.md for new artifacts; if the repo already has an agreed schema, do not break it without soft/hard conflict procedure.

Step 2: Preflight

Follow preflight-protocol.md.

Step 3: Consolidate and classify

Follow consolidation-protocol.md.

Step 4: Route

Follow routing-and-canon.md.

Step 5: Conflict gate and write

Follow conflict-gate.md. Journal order: dated-entries.md.

Step 6: Report and handoff

Follow report-formats.md.

Step 7: Reindex search (when memo-session-mcp connected)

After successful writes, call MCP reindex_changed with absolute paths of all modified memory/wiki/portfolio files. In report add line: Index: reindexed N files or Index: skipped (MCP offline).

Details: mcp-integration.md.

Portfolio search (read path)

See portfolio-search.md. Prefer MCP search_all when connected; fallback rg.

portfolio-librarian subagent

Optional, see agents/portfolio-librarian.md. Invoke for ≥3 portfolio entries, dedupe, portfolio hygiene, explicit search. Do not copy prompt into projects or GLOBAL_MEMORY_ROOT. Parent memo-session performs writes after subagent report.

Meta: updating this skill

After a session where memo-session-skill was actively used, include edits to ~/.cursor/skills/memo-session-skill/SKILL.md if any of:

• user corrected workflow, step order, or output format;
• false or weak trigger: description does not match real use case;
• gap: non-obvious case missed all channels in routing;
• recurring conflict with another skill or AGENTS.md / rules.

Edit rules:

• description in frontmatter: only add new trigger phrases or clarifications; do not rewrite existing text wholesale to avoid breaking skill matching.
• SKILL.md body: short clarifications in existing sections; if edit grows into history or long examples, move to ~/.cursor/skills/memo-session-skill/references/changelog.md (this skill's evolution journal, not project memory/changelog.md) or other references/<topic>.md and add one link from SKILL.md in appropriate section.
• Do not bloat skill unnecessarily: goal is targeted fixes after real sessions.

Install (details)

Global:

npx skills add shenwell/ai-agent-skills --skill memo-session-skill -g -a cursor -y

Repository only:

npx skills add shenwell/ai-agent-skills --skill memo-session-skill -a cursor -y

Path after install: ~/.cursor/skills/memo-session-skill/ or ~/.agents/skills/memo-session-skill/.

Limitations

• Not a Mem0/Zep/Letta replacement or managed memory API — no cloud memory platform.
• Not a full RAG stack by itself — optional memo-session-mcp adds FTS search over portfolio/project markdown and optional document corpora; this skill remains the write path.
• Do not run npx skills add, install other skills, or fetch remote code during the memo-session pipeline (install is user-driven, outside the session).
• Do not record secrets, tokens, private keys, passwords, connection strings.
• No commits or push without explicit request; yet MEMORY.md, memory/ tree, and WIKI_ROOT/ must default to git-tracked (do not hide in .gitignore without reason).
• No relative dates like "today"; use absolute dates.
• Do not duplicate knowledge across AGENTS.md, wiki, memory, skills; do not duplicate docs/ without explicit project canon.
• Do not duplicate paragraphs between project memory/ and GLOBAL_MEMORY_ROOT; scope: both = link + body in portfolio.
• Do not copy memo-session-skill into GLOBAL_MEMORY_ROOT or project repos — only link in agent-process.md / AGENTS.md.
• Do not overwrite existing files wholesale without need.
• Ask/Plan mode: read-only, preflight report, conflict analysis, recommendations without bootstrap or project file writes.
• Agent mode: full pipeline including bootstrap and writes; user confirmation only on hard conflicts or removing lines from .gitignore.

Related skills

goal-mode — autonomous runs until tests, lint, typecheck, or CI are green; optional memo checkpoints at phase complete, BLOCKED, or COMPLETE. Source on GitHub