Memory Policy

This policy defines what the local agent OS may remember, where memories belong, and how agents should use local or SSH-tunneled LLM services.

Memory Scopes

User memory is for durable facts about the human: preferences, goals, constraints, and confirmed working style. Agents may read relevant user memory, but must not write confirmed user memory without explicit confirmation.

Agent memory is for agent-specific behavior: lessons, tool habits, recurring mistakes, and operating improvements. Hermes writes Hermes memory. Leonard writes Leonard memory.

Project memory is for active work: briefs, status, decisions, open questions, task logs, and handoffs. Project memory is the default place for task-specific facts.

Shared memory is for reusable workflows, prompts, terms, and decisions that help more than one agent or project.

Write Rules

Save only durable information that is likely to matter in a future session.
Prefer project memory unless the item clearly belongs to user, agent, or shared memory.
Put uncertain user-memory candidates in 01_user/proposed_memory.md.
Do not store secrets, credentials, tokens, private keys, or sensitive personal data.
Do not infer user preferences from a single weak signal.
Archive stale or superseded memory instead of deleting it.

Retrieval Rules

Load only the memory needed for the current task.
Prefer concise summaries over raw logs.
Prefer recent, high-confidence, project-specific memory.
Use vector retrieval for semantic recall, not as the source of truth.
Cite the Markdown source file when a memory materially affects a decision.

Local LLM Use

Local LLMs may be used for summarization, tagging, deduplication, and memory candidate extraction. Stronger models should review ambiguous user-memory updates and major architecture decisions.
If a local LLM is reached through an SSH tunnel, treat it as a local service endpoint. Do not send secrets or private user memory unless the user has approved that machine as trusted.

Default local endpoints:

Ollama local: http://127.0.0.1:11434
Ollama via SSH tunnel: http://127.0.0.1:11435

Compression Rules

Raw notes become session summaries.
Session summaries become durable memory items.
Durable memory items update project status, agent lessons, or confirmed user memory.
Routine boot context should stay under 1500 tokens unless the task requires more.

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