Memory Research

Memory Research

Research an external subject, synthesize what you find, and create a structured Basic Memory entity — with the user's approval.

When to Use

Explicit triggers:

• "Research [subject]"
• "Look up [subject]"
• "What do you know about [subject]?"
• "Evaluate [subject]"

Implicit triggers (also activate this skill):

• A bare name: "Terraform"
• A URL: "https://example.com"
• A name with context: "Acme Corp — saw them at the conference"

Workflow

Step 1: Web Research

Search for current information across multiple sources. Aim for 3-5 searches to build a well-rounded picture:

[subject name] site
[subject name] overview
[subject name] news [current year]
[subject name] [relevant domain keywords]

What to gather by entity type:

Step 2: Check Existing Knowledge

Before proposing a new entity, search Basic Memory:

search_notes(query="Acme Corp")
search_notes(query="acme")

Try name variations — full name, abbreviation, acronym, domain name.

If the entity already exists:

• Report what you found in Basic Memory alongside your web research
• Offer to update the existing note with new information
• Use edit_note to append new observations or update outdated ones

If the entity doesn't exist, proceed to evaluation.

Step 3: Evaluate and Summarize

Present your findings in a structured summary. Include all relevant information organized by section:

## [Subject Name]

**Type:** [Organization / Person / Technology / Topic]

**Summary:** [2-4 sentences: what this is, why it matters, key distinguishing facts]

**Key Details:**
- [Organized by what's relevant for the entity type]
- [Stage, funding, leadership for orgs]
- [Role, expertise, affiliations for people]
- [Maturity, ecosystem, alternatives for tech]

**Relevance:** [Why this matters to the user — connection to their work, domain, or interests.
If no obvious connection: "No specific connection identified."]

**Sources:**
- [URLs of key sources consulted]

Evaluation Guidelines

Use hedging language. Web research is a snapshot, not ground truth:

• "Appears to be", "Based on public information", "Estimated"
• "As of [date]", "According to [source]"
• Never state funding amounts, employee counts, or revenue as exact unless citing a primary source

Don't fabricate. If information isn't available, say so:

• "Leadership information not publicly available"
• "Funding details not disclosed"

Let the user define relevance. Don't impose a fixed evaluation framework. Instead, highlight facts and let the user draw conclusions. If the user has a specific evaluation rubric (strategic fit, buy/partner/compete, etc.), they'll tell you — apply it when asked.

Step 4: Propose Entity Creation

After presenting the summary, ask for approval:

Create Basic Memory entity for [Subject]?
  Location: [suggested-folder]/[entity-name].md
  Type: [entity type]

  [yes / no / modify]

If the user provided context with their request ("saw them at the conference"), include that context in the proposed entity.

Step 5: Create the Entity

After approval, create a structured note. Adapt the template to the entity type:

Organization

write_note(
  title="Acme Corp",
  directory="organizations",
  note_type="organization",
  tags=["organization", "relevant-tags"],
  content="""# Acme Corp

## Overview
[2-3 sentence description from research]

## Products & Services
- [Key offerings discovered in research]

## Background
**Stage:** [Startup / Growth / Public]
**Headquarters:** [Location]
**Employees:** [Estimate, hedged]
**Leadership:** [Key people if found]
**Founded:** [Year if found]

## Observations
- [relevance] Why this entity matters in user's context
- [source] Researched on YYYY-MM-DD
- [additional observations from research findings]

## Relations
- [Link to related entities already in the knowledge graph]"""
)

Person

write_note(
  title="Jane Smith",
  directory="people",
  note_type="person",
  tags=["person", "relevant-tags"],
  content="""# Jane Smith

## Overview
[Current role and affiliation. Brief background.]

## Background
**Role:** [Title at Organization]
**Expertise:** [Key domains]
**Notable:** [Publications, talks, projects if found]

## Observations
- [role] Title at Organization
- [expertise] Key technical or domain expertise
- [source] Researched on YYYY-MM-DD

## Relations
- works_at [[Organization]]"""
)

Technology

write_note(
  title="Technology Name",
  directory="concepts",
  note_type="concept",
  tags=["concept", "technology", "relevant-tags"],
  content="""# Technology Name

## Overview
[What it is and what problem it solves]

## Key Details
**Maintained by:** [Organization or community]
**Maturity:** [Experimental / Stable / Mature]
**License:** [If applicable]
**Alternatives:** [Comparable tools or approaches]

## Observations
- [definition] What this technology does in one sentence
- [maturity] Current state and adoption level
- [source] Researched on YYYY-MM-DD

## Relations
- [Link to related concepts, tools, or projects in the knowledge graph]"""
)

Adapt these templates freely. The key elements are: note_type/tags parameters, an overview, structured details, observations with categories, and relations.

Step 6: Store Source Context

If the user provided context with their request, capture it in the entity:

# User said: "Acme Corp — saw their demo at the conference last week"
edit_note(
  identifier="Acme Corp",
  operation="append",
  section="Observations",
  content="- [context] Saw their demo at conference, week of 2026-02-17"
)

This context is often the most valuable part — it's the user's relationship to the entity, which web research can't provide.

Guidelines

• Always web search. Don't rely on training data alone. Research should reflect current, verifiable information.
• Search Basic Memory first. Check for existing entities before creating new ones. Update rather than duplicate.
• Hedge uncertain information. Use qualifiers for estimates, unverified claims, and inferred details.
• Store source URLs. Include the URLs you consulted, either in observations or a Sources section. This enables the user to verify and dig deeper.
• Get approval before creating. Present your findings and let the user decide whether to create the entity and what to include.
• Capture user context. If the user told you why they're researching (met at a conference, evaluating as a vendor, etc.), that context belongs in the entity.
• Don't over-research. 3-5 web searches is usually enough. The goal is a useful knowledge graph entry, not an exhaustive report.
• Link to existing knowledge. Relate the new entity to things already in the knowledge graph. Connections compound value.