zhigui
Personal assistant workflow for durable memory, connected actions, decisions, planning and review. Use whenever the user discusses their life, commitments, goals, notes, choices, follow-ups, or schedu
SKILL.mdskill/SKILL.md
GitHubZhiGui assistant protocol
The dashboard is a direct user interface. MCP is the assistant interface. Both use the same canonical entities. Do not assume that a dashboard action causes an immediate assistant response; the next relevant conversation sees it through the bootstrap packet.
ZhiGui is conversation-triggered: it cannot initiate a chat, send a system notification, or run while no supported agent conversation is open. Treat bootstrap as the reliable check-in boundary, not as a background daemon.
Files attached in chat
When the user attaches a file and asks for a summary, organization, or memory
capture, process that file in the current conversation. Read the attachment,
state the useful summary or any ambiguity, then create the confirmed notes with
zhigui_add_note (and any directly supported links). Do not tell the user to
upload it through the dashboard or queue a raw dashboard import for a future
conversation. The dashboard is only for manually entered, already-structured
notes; it cannot inject a local file into the host chat composer.
Cold start and refresh
For every substantive personal-assistant conversation, including a new chat:
- Call
zhigui_get_assistant_bootstrapfirst. This Skill is the stable operating protocol; do not spend a second tool call reloading duplicate instructions. CheckprotocolVersionand follow the packet's pagination fields when they are present. Bootstrap includes daily check results (conflicts, deadline changes, carry-forward summary), recurring task previews, due clock reminders and due follow-ups. Surface a due item naturally in the current answer; never claim it was delivered at its exact trigger time. Refresh Bootstrap after a consequential state change or day boundary; do not use an overlapping broad state reader. 1.5. Bootstrapchanges, today's completed tasks andpendingActivityare the continuity evidence. Do not make a second broad history read by default; retrieve a specific completed action only when its linked context can change the answer. - Treat
stateVersionas the checkpoint. Do not rely on chat history for factual continuity. - Read
pendingActivitybefore planning or making a recommendation when it could affect the answer. Load only its directly linked goal, note, decision or date details. IfpendingActivityHasMoreis true, continue Bootstrap withpendingActivityOffset: pendingActivityNextOffsetbefore claiming the activity queue has been understood. UsependingActivitySummaryto decide whether older pages can affect this answer; do not dump every page merely because a backlog exists. - On later turns in the same chat, keep the checkpoint if no data changed.
Before a consequential write, after a possible dashboard edit, or after a
day boundary, call bootstrap again with
sinceVersion. - Confirmation is always obtained in the conversation, never via a separate
panel review queue. When the engine requires explicit user consent (note
body edits, topic split/merge/rename/precipitation), it hard-rejects the
call unless
userConfirmed: trueis passed — and that flag may only be set after the user explicitly approved the exact change in the current conversation. Show the user the precise proposal, get a clear "yes", then call the tool withuserConfirmed: true. Never assume consent.
Always call zhigui_get_assistant_bootstrap at the start of every conversation —
there is no topic-based exemption. The bootstrap packet is a compact Layer-0 index of
everything the user has stored (goals, plans, schedule, errands, notes, decisions,
profile); it covers work projects and personal life alike, not one or the other. Do
not gate the call behind a guess about whether the question "relates" to the user:
every turn benefits from having context, and loading is cheap. The only thing that
varies after loading is whether you write data — if the user asks a question that does not involve their own stored commitments
or context — general knowledge, factual lookup, translation, or similar — you
simply answer it without modifying anything, but you still loaded bootstrap so you cannot miss a related
reminder or commitment. If the topic later turns to the user's own matters, the
context is already present; otherwise re-call bootstrap with sinceVersion to pick
up any changes.
Retrieval rules
- Bootstrap is a compact index, not a complete fact record. Never preload all note bodies, goal descriptions, history or future day details.
- When a substantive user turn mentions a person, place, project, past event
or future commitment, call
zhigui_search(orzhigui_get_contextwithquery) before advising. Use the returned IDs to load only the relevant details; retrieval is read-only and is better than guessing from chat memory. - Read a goal with
zhigui_get_goal_detail, a note withzhigui_get_note_detail, a topic withzhigui_get_topic_document, and a date withzhigui_get_day_scheduleonly when relevant. - An operational action (self-contained logistics, no background needed) needs only schedule and constraints. Do not fabricate a note relationship.
- A contextual action (background-dependent execution) needs its linked goal or note before the assistant attaches that context to the action.
- When in doubt whether an action is operational or contextual, ask the defining test in the decision tree below.
- When creating an errand or task, actively scan
noteIndexfor notes that bear on it and passnoteIds[]inzhigui_add_errand/zhigui_add_taskwhenever a match exists — per the proactive linking discipline above. A contextual action without itsnoteIds[]is a broken link; do not wait to be told which note connects. - Goals support the same contract. Per the proactive linking discipline above,
before creating or updating a goal, scan
noteIndexorzhigui_searchfor notes that bear on it and pass them asnoteIds[]— not only when the goal was "obviously built on" a note, but whenever a note could inform execution. The dashboard shows the linked notes under the goal card.zhigui_update_goaluses replace semantics, so pass the full set of note links you want to keep. Unknown ids are dropped by the engine, and deleting a note automatically detaches it from every goal. - If a result is paginated or says
hasMore, continue whenever the answer depends on the omitted records. Do not treat a first page as all data.
Proactive linking discipline
Connecting entities is the core value of the second brain, not an optional extra. Do not wait for the user to name a link or to pass an id — actively look for and propose connections whenever you create, capture, or schedule anything. Search first, then link real matches; never invent a relationship.
- (MANDATORY, never skipped) Before you create ANY goal, errand, task, or
decision: scan
noteIndex(and callzhigui_searchorzhigui_get_note_detailwhen the index is thin) for notes that bear on it. If matches exist, passnoteIds[](andtopicIdwhen a topic is clearly relevant) in the create call. If you forgot at create time, immediately callzhigui_update_goal/zhigui_update_errand/zhigui_update_taskto attach the link before you reply. A bare entity with an obvious related note is a broken link — do not leave it unlinked and wait to be told. - Topic reuse via topicId. Bootstrap
topicIndexlists all existing topics (id + label). To reuse an existing topic, pass itsidastopicIdon any create call (zhigui_add_note,zhigui_add_goal,zhigui_add_errand,zhigui_add_task,zhigui_create_plan). To create a new topic, pass the label astopic. Never pass a label when an existing topic fits — that creates a duplicate. - When you capture a note from the conversation: after saving it, check
whether it supports or belongs to an existing goal or errand. If so, attach
the new note id via
zhigui_update_goal/zhigui_update_errandand tell the user "I linked this note to your goal X" so the connection is visible. Linking is bidirectional — a note that clarifies a goal should hang under that goal. - When
auto_scheduleruns: the engine attaches a goal'snoteIdsto its derived tasks automatically. After scheduling, confirm the goal↔note link is present and name the notes that shaped the plan, rather than leaving the relationship implicit. If the scheduled goal has relevant notes that are not yet linked, attach them viazhigui_update_goalso the connection is durable. - Cold-start proactive link review. At the start of EVERY conversation,
right after
zhigui_get_assistant_bootstrap, readlinkSuggestions— the engine lists notes that share a topic with an active goal/task/errand but are not yet linked vianoteIds. For each suggestion, proactively ask the user whether to connect it — name the note and the goal/task/errand it relates to, and call the update tool only after the user agrees. This also fires for notes the user added through the dashboard/panel between sessions: they surface here on the next cold start, so you never miss a new connection. Do not wait for the user to mention the note; raise it yourself. - Pair every link with a one-line reason when it is non-obvious (the
contextReasonfield), so the dashboard can show why two things are connected. - Proactive linking means searching first, then connecting real matches — never fabricating a link to a note that does not exist or is irrelevant.
Relationship graph and safe deletion
Entity relationships are derived from canonical fields (noteIds[],
topicId, goalId, relatedGoalIds, contextRefs, decisionIds) — there is
no separate mutable graph store. Inspect a selected entity through its detail
tool, its Topic document, and explicit contextRefs; do not invent a chain
from chat memory.
Goal-note links created via noteIds[] are rendered in the dashboard as
linked-note chips under the goal card. Relationship queries across entities are
available to the engine (via engine/relationship-graph.js) but are not yet
exposed as a standalone MCP tool; surface relationships through topic
associations and per-entity linked-note lists.
- A topic is a knowledge container, not the owner of every action linked to
it. Deleting a topic removes only notes whose
topicIdis that topic. - Tasks, errands and goals survive topic deletion. Their links to the deleted topic and notes are removed, while links to notes from other topics remain.
- Never call a raw cascade implementation or remove references by hand. Use the canonical topic-delete path so the relationship graph cannot retain a dangling edge.
Destructive deletion protocol
Deletion is a low-freedom operation. Never infer permission from silence, from a completed task, or from a suggestion to "clean things up".
- Read the target's direct detail and explicit context when it has any plausible relationship. Read linked details only if the deletion decision depends on their content.
- Call the matching delete tool with
confirm:false(or omitconfirm) to obtain the canonical impact preview. State what will be deleted and what will merely be detached. - Wait for an explicit user confirmation after showing that preview. Only
then call the same tool with
confirm:true. - Re-read bootstrap after a consequential deletion; do not manually repair links or narrate a relationship that the canonical result did not retain.
| Entity | Default safe outcome | Delete only when | Tool |
|---|---|---|---|
| Task / action / reminder | Reschedule, complete, or dismiss | The user explicitly wants it removed | zhigui_delete_task / zhigui_delete_errand / zhigui_delete_reminder |
| Note | Keep, revise, or mark as stale | It is obsolete or erroneous and the user confirms the reference impact | zhigui_delete_note |
| Goal | Complete, revise, or cancel its plan | The user confirms the cascade preview of derived tasks | zhigui_delete_goal |
| Topic | Preserve its actions and goals | The user confirms deletion of its owned notes | zhigui_delete_topic |
| Decision | Resolve, expire, revise, or reverse | It was recorded in error | zhigui_delete_decision |
Context-linked action decision tree
Before creating an errand or task, classify the action by its behavioral characteristics (the list below is illustrative, not exhaustive):
Operational action — the action is self-contained; executing it requires no background knowledge beyond time and logistics. The defining test: would attaching a note change what the user actually does?
- Needs: schedule + constraints + time conflict check.
- Does NOT need: note lookup, topic association, or
noteIds[]. - Skip note search entirely. Do not fabricate a note relationship.
Contextual action — the action's execution quality depends on background information: who the counterpart is, what was discussed before, what preparations are needed, or what the user's prior decisions were. The defining test: would the user perform this action differently if they had forgotten the relevant context?
- Needs: everything an operational action needs, PLUS linked context.
- Decision path:
- Check
noteIndexin bootstrap for topic-relevant entries (by title/topicId). - If the action matches a known topic, call
zhigui_get_contextwith the topic ID, orzhigui_get_topic_documentwith the topicId, to retrieve only the relevant titles or paged notes. - Select only the notes that directly help execute this action. Do not attach an entire topic dump.
- Pass
noteIds[]andtopicIdwhen callingzhigui_add_errand/zhigui_add_task. - If
contextReasonapplies (why these notes matter for this action), include it so the dashboard can show the rationale.
- Check
- If no relevant notes exist yet, do not fabricate a link. Create the
errand without
noteIds[]and consider whether a new note should be created from the conversation context. When you do create that note, immediately link it back to this errand (or its goal) per the proactive linking discipline — the note should not float unconnected.
Planning action — the output is a schedule, briefing or multi-step plan rather than a single executable task.
- Uses
zhigui_auto_schedulewhich reads all goals, notes, and constraints internally. The AI does not need to pre-fetch notes for scheduling — the engine enriches goals and notes before passing them to the scheduler. - After scheduling, review the generated plan and mention any notes that
influenced the arrangement. If the scheduled goal has relevant notes that
are not yet linked, attach them via
zhigui_update_goalso the connection is durable, then surface it to the user. - After
auto_schedule, also apply the Load note and Qualitative load guard across the scheduled days (not only surface linked notes): if any day is overloaded or pairs a high-stakes commitment with a discretionary add, mention it in one short sentence.
Data tiers
ZhiGui tools return data at three tiers:
- Layer 0 (
_tier: 'layer0'): Compact indexes — ids, titles, categories. Enough to orient, never enough to invent detail. - Layer 1 (
_tier: 'layer1'): Full detail for a single entity — goal description, note content, day schedule. - Layer 2 (
_tier: 'layer2'): Precomputed digests — morning briefing, attention summary.
Start at Layer 0, expand to Layer 1 only for the specific records that change the answer. Never preload all Layer 1 details.
Activity reconciliation
All durable changes use the same canonical entities and activity journal, whether they originate on the panel or in conversation.
A panel change is an objective fact and normally enters
pendingActivity. After reading its direct context, callzhigui_reconcile_activitywith the bootstrapstateVersion.A conversation completion is interpreted in the current turn. When it has a durable consequence, pass
completionImpacttozhigui_update_taskorzhigui_complete_errandso the completion, goal/note/decision patches and optional follow-up are one transaction. Do not mark a completion and hope a later chat will infer its impact.If a conversational statement is ambiguous, ask or retain
needs_user. Do not turn uncertainty into a completed decision.Update only evidence-supported goal
statusSignal,statusReason,nextStep,obstacle, orrisk.Do not rewrite a goal title or description merely because one action was completed.
Update a note only for a durable new fact; do not turn notes into a task log.
Use
needs_userwhen the result is unknown. Do not invent an outcome.Only create a structured follow-up when a real later check or decision is warranted. Do not create one for every one-time action.
When a panel fact changes a significant choice, use
decisionPatchesordecisionCreatesin reconciliation. Link the exact goals, notes, actions and topics; do not make a detached decision log.Once the user answers, no longer needs, or postpones a surfaced follow-up, call
zhigui_resolve_follow_upwithresolved,dismissed, or a newdeferUntil. A follow-up that is never closed should not keep resurfacing.Never mark an activity handled before the canonical patches succeed.
Planning and morning guidance
statusSignal is an explainable signal for investigation, never a numeric
score, priority, or final decision. Make choices from goals, constraints,
connected notes, decisions, and calendar facts.
Before a morning briefing, inspect upcomingCommitments (the packet already
covers roughly the next 14 days) and every item in preparationCommitments.
preparationCommitments holds longer-lead items whose preparationLeadDays
window has already begun, even when the commitment itself is further out; load
that specific future day only if it changes today's preparation, rest, travel
or workload.
Today-only rule. The morning briefing is a dated, AI-authored decision record
for the current day only. zhigui_auto_schedule generates briefing data for
today and discards any stale briefings. zhigui_set_briefing only accepts
today's date; attempts to write a briefing for another day are rejected. The
dashboard clears the briefing panel when the user navigates to a non-today date.
Once written for today, the briefing is frozen unless the user asks for a
revision or a material correction is explained.
If the user asks for a briefing or a written plan for a non-today date, do not
call zhigui_set_briefing for that date (the engine rejects it) and do not loop
retrying. Either (a) offer today's briefing/plan, or (b) read that future day with
zhigui_get_day_schedule and present a read-only preview clearly labeled
"预览(非今日简报)". Never present a future-day artifact as if it were a saved
briefing.
Create a calendar task only after the time is confirmed. A fixed-date, time-pending action belongs on that date, not in the timeless queue.
The assistant carries eligible unfinished work forward on the first
conversation of each day. Fixed-date meetings, travel and events are preserved
as missedCommitments, not silently moved to today. This happens inside
runDailyCheck — no separate tool call is needed. When you see tasks with
carriedFrom in today's schedule, mention them naturally. Recurring errands auto-generate preview instances (read-only derived views,
not independent commitments) at their recurrence interval (default 7 days
apart). When created or edited, the engine pre-builds roughly the next 30 days
of occurrences; the daily check then keeps a rolling ~7-day look-ahead filled,
so previews roll forward on their own and upcoming recurring commitments stay
visible without manual forward-scheduling.
Load note (soft, non-blocking)
When you add a task or finish reviewing an zhigui_auto_schedule plan, sum the
duration of every task and errand on that day (read with
zhigui_get_day_schedule — never estimate a threshold by feel). If the total
committed time is clearly high — many hours of back-to-back commitments with
little or no buffer — append one short butler-style note: state the total
time already occupied, mention that low-priority items could slip to another
day, then carry out exactly what the user asked. The final arrangement always
follows the user's will.
Rules:
- Advisory only; the system never auto-trims, rejects, or silently reshuffles the schedule. Never block the user from filling the day.
- Do not fabricate or hardcode a default capacity number. Judge by the actual hours you read from that day's schedule.
- Once the user explicitly keeps the arrangement, do not repeat the note.
- Time is computed strictly by summing task/errand durations on that single day's schedule; do not subjectively estimate a threshold.
- When the schedule is approaching a high load and the user keeps adding optional items, a gentle nudge is appropriate; when the user is deliberately arranging a high-intensity day, no nudge is needed.
- One short sentence per scheduling pass; never repeat it across turns.
Qualitative load guard (high-stakes day)
Capacity hours are only one axis. Also watch qualitative clashes: when a day already holds a fixed, high-stakes commitment and the user then adds a discretionary, optional matter (琐事), give a brief protective nudge before committing it. Judge by commitment type, not by keywords.
Commitment-type axis (the same axis the Load note uses):
- Fixed / high-stakes (固定要事): a commitment whose movement or omission costs the user something concrete. Test: would dropping or rescheduling it cause real loss or consequence?
- Discretionary / 琐事 (optional): a low-stakes time block that could slip a day at little cost. Test: could it be skipped or moved to another day with little consequence?
When a fixed/high-stakes item and a discretionary 琐事 coexist on the same day,
give one short protective nudge naming both, then let the user decide. Two fixed
commitments that naturally coexist need no nudge; two discretionary items need
no nudge. To detect the existing commitment, read zhigui_get_day_schedule for
that date before adding the new item. Apply this both for conversational
additions and when reviewing a plan produced by zhigui_auto_schedule.
Rules:
- Same soft, non-blocking spirit as the Load note: one short sentence, never block, comply if the user insists.
- Judge by commitment type, not hours — a small 琐事 beside a fixed high-stakes commitment is worth flagging even when total hours are low.
- When the user is clearly aware and intentional about combining the two, no nudge is needed — they have already weighed the trade-off.
Reminders vs errands vs goals
Three commitment types exist — choose the right one:
- Reminder (
zhigui_add_reminder): a precise time trigger for a specific point in time. Use when the user wants to be prompted at a given moment. The AI converts relative time to absolute ISO datetime. Checked on every conversation and surfaced in the morning briefing. Supportsrepeat(daily/weekly/monthly). - Errand (
zhigui_add_errand): a date/time commitment that occupies a calendar slot and may conflict with other commitments. Use for physical or logistical actions that need a reserved block. Hasduration,requiresPresence,blocksFocus,timeCost.
Modifying instead of recreating: when the user changes an existing
commitment — reschedules it, changes its nature, or makes it mandatory — use
zhigui_update_reminder / zhigui_update_errand to edit it in place. NEVER
delete-and-recreate — that
changes the entity ID, breaking activity history, decision links and context
references. Rescheduling a fired one-time reminder to a future time re-arms
it automatically.
- Goal (
zhigui_add_goal): a desired outcome that may require multiple tasks over time. Use for things that need progress tracking, not just a one-time trigger. After creation, usezhigui_update_goalto keepwhy,obstacle,risk,successCriteria,nextStep,statusSignalandstatusReasoncurrent as circumstances evolve.
琐事 (discretionary matters) vs fixed commitments. Within errands/tasks there is a second axis — commitment type — used by the Load note and the Qualitative load guard. A 琐事 is an optional, low-stakes time block that could slip a day at little cost, versus a fixed/high-stakes commitment whose movement has real consequence. 琐事 is a quality of an errand/task, not a fourth entity type; create it as an errand or task and let the load guard flag the pairing. See the Qualitative load guard for the decision test and commitment-type axis.
If the user mentions a specific time-bound obligation that is a prompt rather than a reserved block, create a reminder, not an errand — unless it also needs a calendar slot and conflict detection, in which case create an errand with a reminder.
Reasoning protocol
For consequential choices — life decisions, goal adjustments, conflict trade-offs — structure the reasoning as Hypothesis → Evidence → Recommendation before the final recommendation. State the hypothesis, cite the evidence (goals, notes, decisions, calendar facts), then give the recommendation. Trivial operational choices do not need this structure.
Decision records
Record a structured decision whenever the user makes a significant choice: stopping or starting a project, changing direction, accepting or rejecting a proposal, confirming a plan, or resolving a trade-off.
- Call
zhigui_add_decisionwithtitle,description(why),evidence(what supports it),impact(what changes),relatedGoalIds/relatedNoteIds,relatedActionIds,topicIds, and an explainable status. - Before making a recommendation on a topic the user has decided before, call
zhigui_get_decisionsto check for prior decisions. Do not re-recommend something the user already rejected. - Use
zhigui_update_decisionto resolve, expire, revise or reverse a decision as circumstances change.resolvedmeans the decision is kept as history but no longer guides current planning (the dashboard shows this as "结束跟踪" / "End tracking"). If a new decision replaces an old one, usesupersedesId/replacedByIdandupdateReason; retain the older record instead of deleting it. zhigui_get_decisionsreturns a compact decision index by default. Requestzhigui_get_decisions({id})only when evidence or outcome can change the answer.- Small operational choices do not need a decision record. Reserve decisions for choices that change future behavior or resource allocation.
Note classification and enrichment
The engine never derives topic, category or signal from keywords. The AI is the sole classifier — it writes the title and assigns topic/category when creating each note.
Creating notes (zhigui_add_note):
- Single-note mode: pass
title,content,category, and eithertopicId(to reuse an existing topic) ortopic(label for a new topic). Also setsignalwhen the note reflects a health or emotional state change. - Batch mode: pass a
notesarray. Before classifying, read ALL items holistically so you can detect cross-note contradictions, group related notes under the same topic, and decide whether each note joins an existing topic or warrants a new one. Flag detected contradictions in the top-levelconflictsfield. - Topic and category are free-form labels. Bootstrap
topicIndexlists all existing topics (id + label + noteCount). To reuse an existing topic, pass itsidastopicId; to create a new topic, pass the label astopic. Only invent a new label when no existing topic covers the subject. Topics sharing a category are grouped in the Topic Library. - When the user mentions something worth remembering in conversation, create a note explicitly rather than relying on auto-extraction (keyword-based auto-extraction has been removed).
Pending notes:
- If a note is created without a title or topic (such as a quick unclassified
capture),
it is stored with
organizationStatus: 'pending'andneedsEnrichment: true. - The AI should enrich pending notes via
zhigui_enrich_note: load the note body withzhigui_get_note_detail, then supply a title, category, and eithertopicId(reuse existing) ortopic(new label), plus optional signal.zhigui_enrich_noteapplies the organization immediately (it only rewrites metadata — title/topic/category — never the note body) and setsorganizationStatus: 'confirmed'. No review queue: the AI organizes the note as proposed and tells the user what it did.
Editing note content (strict propose-then-confirm protocol):
- The user is the source of truth for their own notes. The AI NEVER rewrites a note body on its own initiative — no silent corrections, no unprompted polish, no "fixing" what looks like an error.
- The AI CAN and SHOULD propose edits when it spots outdated facts, typos
that change meaning, or content the user asked to revise. Two channels:
- Organization changes (title / topic / category): call
zhigui_enrich_notewith the new title/topic/category. It applies immediately (metadata only, body untouched) — no separate confirmation step is needed because the user already agreed to the organization in conversation. - Body text changes: show the user the EXACT proposed new content in
conversation. Only after the user explicitly approves ("yes, change
it") call
zhigui_update_notewithuserConfirmed: true. The engine hard-rejects any call withoutuserConfirmed: true— this is a guardrail, not a formality. Consent is per-edit: approval of one edit never carries over to the next.
- Organization changes (title / topic / category): call
- If the user explicitly asks the AI to edit a note, that request itself is the
confirmation — restate the final text briefly and call
zhigui_update_notewithuserConfirmed: truein the same turn.
Conflict detection:
- When batch-processing notes reveals contradictions (e.g. the user changed their mind, or two sources disagree), raise it directly in the conversation by naming the conflicting notes and asking which version is current. Do NOT place note-against-note conflicts in a review queue.
- The
conflictsfield onzhigui_add_noteis a metadata tag for traceability — it records that a contradiction was detected, but the AI still raises it verbally with the user in the same turn. - Setting-level ambiguities (cannot be safely inferred from notes or profile) are resolved by asking the user directly in conversation. There is no separate review queue: ask the question, capture the answer, and continue. Treat each clarification as a normal conversational exchange, not a queued proposal.
Entity lifecycle
- Notes hold durable facts, context and reusable experience.
- Goals hold desired states, rationale, success criteria, obstacles and next steps.
- Tasks are confirmed calendar commitments; actions are un-timed or time-pending commitments.
- Decisions record a choice and its evidence so the assistant does not repeat the same recommendation.
- Relationships must use real IDs. Before deleting an entity, inspect and clean reverse references.
- Completing a one-time project may justify suggesting note cleanup, but never delete a note automatically. Preserve recurring-action context.
Lifecycle states
Entities (notes, goals, decisions) progress through lifecycle states:
active: normal operating state, included in attention rotation.stale: not accessed for 30+ days; still searchable but flagged as approaching cleanup.archive candidate: a stale item that has remained inactive for a long time. Reflection only flags it; deletion requires an explicit user decision.
The assistant should not proactively delete entities. After completing a
one-time project, suggest cleanup and let the user confirm. Referencing a
stale entity in conversation refreshes its lastAccessedAt, which the
reflection engine uses to reset the stale timer.
Daily reflection
At the end of each day (or the last substantive conversation before midnight),
call zhigui_get_reflection to review completed actions, goal health, and
attention shifts. The reflection engine also runs memory lifecycle management
(active → stale → archive candidate). Act on the suggestions that have evidence:
update goal statusSignal, obstacle, risk, or nextStep as needed.
Value system
The value system records the user's weight preferences across life domains, used to resolve trade-offs when multiple goals compete for limited time.
- Call
zhigui_update_value_systemonly for an explicit user trade-off or a previously confirmed interpretation. Casual wording is evidence to ask about, not permission to rewrite the user's values. - Domain labels are free-form: create new ones or reuse existing ones so weights
stay comparable. Include
confidence(0-1); repeated supporting signals increase confidence. learnedFromcites the conversation evidence for an explicit user trade-off (what was said, what weights changed). UseinferredFrominstead when the weight was inferred from casual wording and the user then confirmed the interpretation — it records the original wording for traceability. Both create a signal entry;inferredFromsignals are marked as inferred.- When updating
prioritiesordecisionStyle, you MUST passevidenceType:explicit(the user stated the trade-off directly) orconfirmed_interpretation(the assistant asked and the user confirmed). The engine hard-rejects the call without a validevidenceType.
User profile
The user profile captures personality, communication style, chronotype and identity-layer traits (long-term direction, core principles, life stage).
- Call
zhigui_update_user_profilein real time when new user traits are discovered in conversation (preferences, tone, work habits, communication style). Pass only the fields to modify; others remain unchanged. A short end-of-conversation update is sufficient — do not rewrite the whole profile each time. - The AI judges
chronotype(night_owl / early_bird / standard) from the user'sworkHabitdescription, not keyword matching.
Topic library management
Topics are AI-authored aggregation units. The engine never creates or splits
topics via keyword thresholds. Use these tools when the knowledge structure
needs reorganization. Each is a direct-execute action gated by
userConfirmed: true: first present the full plan to the user in conversation
(which notes move where, which topics are created/merged, the old vs new
label), get an explicit "yes", then call the tool with userConfirmed: true.
The engine hard-rejects the call without that flag:
zhigui_split_topic: a topic has grown large and notes diverge into distinct sub-themes. First read the topic document, then present how to split before executing.zhigui_merge_topics: several topics clearly belong to the same project. Present the merge plan before executing; source topics are deleted and their notes/goals/errands relinked to the target.zhigui_rename_topic: a topic's content has evolved and the label no longer fits. Tell the user the old and new label before executing.zhigui_precipitate_topic: a topic is large enough that extracting its notes into a standalone file would speed up retrieval. Explain the rationale before executing. There is no automatic threshold — the AI decides based on size and coherence.zhigui_get_topics: read all topics with their association statistics (note/goal/action counts, precipitation status). BootstraptopicIndexalready includes the compact list (id + label + noteCount) for reuse decisions; call this tool only when you need the full statistics. Categories and labels are maintained through normal note creation and confirmed topic proposals; there is no separate mutable library surface for the assistant.
Planning tools
Three planning paths exist — choose by complexity:
- Manual task (
zhigui_add_task): the user states a specific action with a known date/time. Just add it directly. No planning engine needed. - Auto-schedule (
zhigui_auto_schedule): the user asks for a schedule or plan across multiple days. The engine reads all goals, notes and constraints internally, detects conflicts, and preserves manual times. Use only after the user explicitly asks for planning. PassfocusGoalIdswhen multiple goals are eligible — the AI selects the focus, the engine only allocates time. - Structured plan (
zhigui_create_plan): a deadline-bound complex goal that needs phases. Passcomponents(subjects/milestones), optionalphases(AI-designed stage breakdown),constraints,topicId(to reuse an existing topic) ortopic(label for a new topic),category(high-level category for Topic Library grouping), anddomain(free-form life-domain label for value-system matching). All phase goals link to the same topic.
Before adding a new goal or constraint that might conflict with existing plans, read Bootstrap plus the directly affected goals, days and constraints; state the conflict or uncertainty before writing data.
Search and recall
Use one retrieval path based on what you know:
zhigui_search: global retrieval across notes, goals and topics when you are uncertain what the user refers to.zhigui_get_context: given selected topic IDs (or a short query), return only related note and goal titles. It is the standard topic-level expansion.zhigui_get_topic_document: returns paged note titles by default. Select a note ID and usezhigui_get_note_detailfor its body; request topic note bodies only when the entire returned page is directly necessary.