EasyPlatform memory-management

[Utilities] Use when saving or retrieving important patterns, decisions, and learnings across sessions. Also use for external memory checkpoints during long-running tasks to prevent context loss. Triggers on keywords like "remember", "save pattern", "recall", "memory", "persist", "knowledge base", "learnings", "checkpoint", "save context", "preserve progress".

install
source · Clone the upstream repo
git clone https://github.com/duc01226/EasyPlatform
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/duc01226/EasyPlatform "$T" && mkdir -p ~/.claude/skills && cp -r "$T/.claude/skills/memory-management" ~/.claude/skills/duc01226-easyplatform-memory-management && rm -rf "$T"
manifest: .claude/skills/memory-management/SKILL.md
source content

[IMPORTANT] Use

TaskCreate
to break ALL work into small tasks BEFORE starting — including tasks for each file read. This prevents context loss from long files. For simple tasks, AI MUST ATTENTION ask user whether to skip.

<!-- SYNC:critical-thinking-mindset -->

Critical Thinking Mindset — Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence >80% to act. Anti-hallucination: Never present guess as fact — cite sources for every claim, admit uncertainty freely, self-check output for errors, cross-reference independently, stay skeptical of own confidence — certainty without evidence root of all hallucination.

<!-- /SYNC:critical-thinking-mindset --> <!-- SYNC:ai-mistake-prevention -->

AI Mistake Prevention — Failure modes to avoid on every task:

  • Check downstream references before deleting. Deleting components causes documentation and code staleness cascades. Map all referencing files before removal.
  • Verify AI-generated content against actual code. AI hallucinates APIs, class names, and method signatures. Always grep to confirm existence before documenting or referencing.
  • Trace full dependency chain after edits. Changing a definition misses downstream variables and consumers derived from it. Always trace the full chain.
  • Trace ALL code paths when verifying correctness. Confirming code exists is not confirming it executes. Always trace early exits, error branches, and conditional skips — not just happy path.
  • When debugging, ask "whose responsibility?" before fixing. Trace whether bug is in caller (wrong data) or callee (wrong handling). Fix at responsible layer — never patch symptom site.
  • Assume existing values are intentional — ask WHY before changing. Before changing any constant, limit, flag, or pattern: read comments, check git blame, examine surrounding code.
  • Verify ALL affected outputs, not just the first. Changes touching multiple stacks require verifying EVERY output. One green check is not all green checks.
  • Holistic-first debugging — resist nearest-attention trap. When investigating any failure, list EVERY precondition first (config, env vars, DB names, endpoints, DI registrations, data preconditions), then verify each against evidence before forming any code-layer hypothesis.
  • Surgical changes — apply the diff test. Bug fix: every changed line must trace directly to the bug. Don't restyle or improve adjacent code. Enhancement task: implement improvements AND announce them explicitly.
  • Surface ambiguity before coding — don't pick silently. If request has multiple interpretations, present each with effort estimate and ask. Never assume all-records, file-based, or more complex path.
<!-- /SYNC:ai-mistake-prevention -->

Quick Summary

Goal: Persist patterns, decisions, and task progress across sessions using two complementary memory systems.

Workflow:

  1. File Checkpoints — Save task-specific context to
    plans/reports/checkpoint-*.md
    every 30-60 min
  2. MCP Memory Graph — Store reusable knowledge (patterns, decisions, bug fixes) as typed entities with relations
  3. Recovery — On context loss, find latest checkpoint via Glob, read it, resume from documented next steps

Key Rules:

  • Use file checkpoints for task-specific progress; MCP memory for cross-session knowledge
  • Create checkpoints before expected context compaction and at key milestones
  • Always include Recovery Instructions in checkpoint files

Be skeptical. Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence percentages (Idea should be more than 80%).

Memory Management & Knowledge Persistence

Build and maintain a knowledge graph of patterns, decisions, and learnings across sessions. Also provides external file-based checkpoints for long-running tasks.

Two Memory Systems

SystemStorageUse CasePersistence
MCP Memory GraphIn-memory graph databasePatterns, decisions, learningsCross-session
File Checkpoints
plans/reports/*.md
Task progress, analysisPermanent files

Use MCP Memory for reusable knowledge. Use File Checkpoints for task-specific context.


Part 1: File-Based External Memory (Checkpoints)

When to Create File Checkpoints

  • Starting complex multi-step tasks (investigation, planning, implementation)
  • Every 30-60 minutes during long tasks
  • At key milestones
  • Before expected context compaction
  • After completing significant analysis phases

Checkpoint File Location

Files saved to:

plans/reports/checkpoint-{timestamp}-{slug}.md

CHECKPOINT_CREATE Protocol

Create a checkpoint file with this structure:

# Memory Checkpoint: {Task Description}

> Created: {ISO timestamp}
> Task Type: {investigation|planning|bugfix|feature|docs}
> Phase: {current phase number/name}

## Task Context

{What you're working on and why}

## Key Findings

{Critical discoveries and insights - be specific with file paths and line numbers}

## Files Analyzed

| File              | Purpose     | Status   |
| ----------------- | ----------- | -------- |
| path/file.cs:line | description | ✅/🔄/⏳ |

## Progress

- [x] Completed items
- [ ] In-progress items
- [ ] Remaining items

## Important Context

{Information that must be preserved - decisions, assumptions, rationale}

## Next Steps

1. {Immediate next action}
2. {Following action}

## Recovery Instructions

{Exact steps to resume: which file to read, which line to continue from}

CHECKPOINT_RECOVER Protocol

When recovering from a checkpoint:

  1. Search for latest checkpoint:
    Glob("plans/reports/checkpoint-*.md")
  2. Read the checkpoint file
  3. Load any referenced analysis files
  4. Review Progress section
  5. Continue from documented Next Steps
  6. Create new checkpoint after resuming

Auto-Checkpoint (PreCompact Hook)

The system automatically creates checkpoints before context compaction. These auto-checkpoints are minimal - for better context preservation, create manual checkpoints using

/checkpoint
.


Part 2: MCP Memory Graph (Knowledge Persistence)


Memory Entity Types

Entity TypePurposeExamples
Pattern
Recurring code patternsCQRS, Validation, Repository
Decision
Architectural/design decisionsWhy we chose X over Y
BugFix
Bug solutions for future referenceRace condition fixes
ServiceBoundary
Service ownership and responsibilitiesGrowth owns Employees
SessionSummary
End-of-session progress snapshotsTask progress, next steps
Dependency
Cross-service dependenciesGrowth depends on Accounts
AntiPattern
Patterns to avoidDon't call side effects in cmd

Memory Operations

Create New Entity

mcp__memory__create_entities([
    {
        name: 'EmployeeValidationPattern',
        entityType: 'Pattern',
        observations: [
            'Use project validation fluent API (see docs/project-reference/backend-patterns-reference.md)',
            'Chain with .And() and .AndAsync()',
            "Return validation result, don't throw",
            'Location: {Service}.Application/UseCaseCommands/'
        ]
    }
]);

Create Relationships

mcp__memory__create_relations([
    {
        from: 'ServiceA',
        to: 'ServiceB',
        relationType: 'depends_on'
    },
    {
        from: 'EmployeeEntity',
        to: 'UserEntity',
        relationType: 'syncs_from'
    }
]);

Add Observations

mcp__memory__add_observations([
    {
        entityName: 'EmployeeValidationPattern',
        contents: [
            'Also supports .AndNot() for negative validation',
            'Use .Of<ICqrsRequest>() for type conversion (see docs/project-reference/backend-patterns-reference.md)'
        ]
    }
]);

Search Knowledge

// Search by query
mcp__memory__search_nodes({ query: 'validation pattern' });

// Open specific entities
mcp__memory__open_nodes({
    names: ['EmployeeValidationPattern', 'ServiceAModule']
});

// Read entire graph
mcp__memory__read_graph();

Delete Outdated Knowledge

// Delete entities
mcp__memory__delete_entities({ entityNames: ['OutdatedPattern'] });

// Delete specific observations
mcp__memory__delete_observations([
    {
        entityName: 'EmployeeValidationPattern',
        observations: ['Outdated observation text']
    }
]);

// Delete relations
mcp__memory__delete_relations([
    {
        from: 'OldService',
        to: 'NewService',
        relationType: 'depends_on'
    }
]);

When to Save to Memory

Always Save

  1. Discovered Patterns: New code patterns not in documentation
  2. Bug Solutions: Complex bugs with non-obvious solutions
  3. Service Boundaries: Which service owns what
  4. Architectural Decisions: Why a particular approach was chosen
  5. Anti-Patterns: Mistakes to avoid

Save at Session End

// Session summary template
mcp__memory__create_entities([
    {
        name: `Session_${taskName}_${date}`,
        entityType: 'SessionSummary',
        observations: [
            `Task: ${taskDescription}`,
            `Completed: ${completedItems.join(', ')}`,
            `Remaining: ${remainingItems.join(', ')}`,
            `Key Files: ${keyFiles.join(', ')}`,
            `Discoveries: ${discoveries.join(', ')}`,
            `Next Steps: ${nextSteps.join(', ')}`
        ]
    }
]);

Memory Retrieval Patterns

Session Start Protocol

// 1. Search for related context
const results = mcp__memory__search_nodes({
    query: 'current feature or task keywords'
});

// 2. Load relevant entities
mcp__memory__open_nodes({
    names: results.entities.map(e => e.name)
});

// 3. Check for incomplete sessions
mcp__memory__search_nodes({ query: 'SessionSummary Remaining' });

Before Implementation

// Check for existing patterns
mcp__memory__search_nodes({ query: 'CQRS command pattern' });

// Check for anti-patterns
mcp__memory__search_nodes({ query: 'AntiPattern command' });

// Check for related decisions
mcp__memory__search_nodes({ query: 'Decision validation' });

After Bug Fix

// Save the fix
mcp__memory__create_entities([
    {
        name: `BugFix_${bugName}`,
        entityType: 'BugFix',
        observations: [
            `Symptom: ${symptomDescription}`,
            `Root Cause: ${rootCause}`,
            `Solution: ${solution}`,
            `Files: ${affectedFiles.join(', ')}`,
            `Prevention: ${preventionTip}`
        ]
    }
]);

Knowledge Graph Structure

┌─────────────────────────────────────────────────────────────┐
│                     Project Knowledge                       │
├─────────────────────────────────────────────────────────────┤
│  Services                                                   │
│  ├── ServiceA ──depends_on──> AccountsService               │
│  ├── ServiceB ──depends_on──> AccountsService               │
│  └── ServiceC ──depends_on──> AccountsService               │
│                                                             │
│  Patterns                                                   │
│  ├── CQRSCommandPattern                                     │
│  ├── CQRSQueryPattern                                       │
│  ├── EntityEventPattern                                     │
│  └── ValidationPattern                                      │
│                                                             │
│  Entities                                                   │
│  ├── Employee ──syncs_from──> User                          │
│  ├── Company ──syncs_from──> Organization                   │
│  └── LeaveRequest ──owned_by──> ServiceA                     │
│                                                             │
│  Sessions                                                   │
│  ├── Session_LeaveRequest_2025-01-15                        │
│  └── Session_EmployeeImport_2025-01-14                      │
└─────────────────────────────────────────────────────────────┘

Importance Scoring

When saving observations, prioritize:

ScoreCriteria
10Critical bug fixes, security issues
8-9Architectural decisions, service boundaries
6-7Code patterns, best practices
4-5Session summaries, progress notes
1-3Temporary notes, exploration results

Memory Maintenance

Weekly Cleanup

// Find old session summaries (> 30 days)
mcp__memory__search_nodes({ query: 'SessionSummary' });

// Delete outdated sessions
mcp__memory__delete_entities({
    entityNames: ['Session_OldTask_2024-12-01']
});

Consolidation

When multiple observations cover same topic:

// 1. Read existing entity
mcp__memory__open_nodes({ names: ['PatternName'] });

// 2. Delete fragmented observations
mcp__memory__delete_observations([
    {
        entityName: 'PatternName',
        observations: ['Fragment 1', 'Fragment 2']
    }
]);

// 3. Add consolidated observation
mcp__memory__add_observations([
    {
        entityName: 'PatternName',
        contents: ['Consolidated comprehensive observation']
    }
]);

Quick Reference

Create:

mcp__memory__create_entities
/
mcp__memory__create_relations
Read:
mcp__memory__read_graph
/
mcp__memory__open_nodes
/
mcp__memory__search_nodes
Update:
mcp__memory__add_observations
Delete:
mcp__memory__delete_entities
/
mcp__memory__delete_observations
/
mcp__memory__delete_relations


Part 3: Integration with Workflows

Long-Running Task Memory Pattern

All long-running workflows should follow this pattern:

┌─────────────────────────────────────────────────────────┐
│ TASK START                                               │
│   └── Create initial checkpoint with task context        │
│   └── Initialize todo list                               │
│                                                          │
│ EVERY 20-30 OPERATIONS                                   │
│   └── Update checkpoint with progress                    │
│   └── Update todo list status                            │
│                                                          │
│ MILESTONE REACHED                                         │
│   └── Create detailed checkpoint                         │
│   └── Save key findings to MCP memory (if reusable)      │
│                                                          │
│ BEFORE COMPACTION (auto via PreCompact hook)             │
│   └── Auto-checkpoint created by system                  │
│                                                          │
│ AFTER COMPACTION / SESSION RESUME                        │
│   └── Read latest checkpoint                             │
│   └── Search MCP memory for relevant context             │
│   └── Continue from documented Next Steps                │
│                                                          │
│ TASK COMPLETE                                             │
│   └── Final checkpoint with summary                      │
│   └── Save reusable patterns to MCP memory               │
│   └── Clean up temporary checkpoints                     │
└─────────────────────────────────────────────────────────┘

Checkpoint Naming Convention

TypeFormatExample
Manual checkpoint
checkpoint-{YYMMDD}-{HHMM}-{slug}.md
checkpoint-250106-1430-user-auth.md
Auto checkpoint
memory-checkpoint-{timestamp}.md
memory-checkpoint-20250106-143000.md
Analysis notes
{type}-{date}-{slug}.md
analysis-250106-payment-flow.md
Task notes
.ai/workspace/analysis/{slug}.analysis.md
Used by feature-implementation

Related Commands & Skills

Command/SkillPurpose
/checkpoint
Create manual memory checkpoint
/context
Load project context
/compact
Manually trigger context compaction
/watzup
Generate progress summary
feature-implementation
Uses task analysis notes pattern
debug-investigate
Uses investigation logs
feature-investigation
Uses analysis report pattern

Memory Decision Matrix

Context TypeStorageWhy
Task progressFile checkpointSpecific to current task
Code patternsMCP memoryReusable across sessions
Bug solutionsMCP memoryHelps future debugging
Service boundariesMCP memoryArchitectural knowledge
Investigation findingsFile checkpointTask-specific analysis
Architectural decisionsMCP memoryLong-term knowledge

Related

  • learn
  • context-optimization

Closing Reminders

  • MANDATORY IMPORTANT MUST ATTENTION break work into small todo tasks using
    TaskCreate
    BEFORE starting
  • MANDATORY IMPORTANT MUST ATTENTION search codebase for 3+ similar patterns before creating new code
  • MANDATORY IMPORTANT MUST ATTENTION cite
    file:line
    evidence for every claim (confidence >80% to act)
  • MANDATORY IMPORTANT MUST ATTENTION add a final review todo task to verify work quality <!-- SYNC:critical-thinking-mindset:reminder -->
  • MUST ATTENTION apply critical thinking — every claim needs traced proof, confidence >80% to act. Anti-hallucination: never present guess as fact. <!-- /SYNC:critical-thinking-mindset:reminder --> <!-- SYNC:ai-mistake-prevention:reminder -->
  • MUST ATTENTION apply AI mistake prevention — holistic-first debugging, fix at responsible layer, surface ambiguity before coding, re-read files after compaction. <!-- /SYNC:ai-mistake-prevention:reminder -->