guides/ai-integration

AI Agent Integration

Memex supports agent workflows in two layers:

  1. mx is the portable interface for any harness with shell access.
  2. skills/memex-kb/ is the bundled reusable skill for harnesses that support SKILL.md.

Treat mx as the source of truth for KB state. Treat the skill as a reusable workflow layer on top of the CLI.

Choose an Integration Style

Use direct mx commands when:

  • the harness can run shell commands but does not have a skill/plugin system
  • you want the thinnest possible integration
  • you need a portable fallback across multiple harnesses

Use the bundled skill when:

  • the harness supports installable SKILL.md skills
  • you want a reusable workflow instead of repeating the same prompt instructions
  • you want the bundled references and metadata to travel with the skill

Bundled Skill Layout

This repo ships a first-class skill in skills/memex-kb/:

  • skills/memex-kb/SKILL.md - core workflow and when to use it
  • skills/memex-kb/references/ - lightweight supporting notes
  • skills/memex-kb/agents/openai.yaml - UI metadata for Codex/OpenAI-style skill pickers

If a harness supports skills, copy or symlink the entire directory and keep the structure intact:

mkdir -p /path/to/harness/skills
ln -s "$PWD/skills/memex-kb" /path/to/harness/skills/memex-kb

# Or copy it instead of symlinking
cp -R skills/memex-kb /path/to/harness/skills/memex-kb

Preserve SKILL.md at the skill root. Keep references/ next to it. If the harness ignores agents/openai.yaml, that is fine.

Claude Code

Claude Code now supports native SKILL.md skills. The current best setup is:

  1. install the bundled skill via Claude's native skill path or plugin marketplace
  2. grant mx access in the Claude settings file
  3. optionally install the mx session-context hook for startup context

Install the Bundled Skill

Claude Code can use skills installed via the Anthropic skills marketplace, or manually from a local directory.

For project-local use from a repo checkout:

mkdir -p .claude/skills
ln -s "$PWD/skills/memex-kb" .claude/skills/memex-kb

# Or copy it instead of symlinking
cp -R skills/memex-kb .claude/skills/memex-kb

For personal use across projects, install under ~/.claude/skills/memex-kb/.

Keep the full directory intact:

  • .claude/skills/memex-kb/SKILL.md
  • bundled references and any supporting files next to it

If you create a new top-level .claude/skills directory while Claude Code is already running, restart Claude Code so it starts watching that directory.

Permissions

Add this to .claude/settings.local.json:

{
  "permissions": {
    "allow": ["Bash(mx:*)"]
  }
}

Use .claude/settings.local.json for machine-local permissions. Keep shared team settings in the Claude settings file only when they should be committed for everyone.

Session Hook

Install the session hook into local settings:

mx session-context --install --install-path .claude/settings.local.json

mx session-context injects project-relevant KB context at session start. This install flow updates the Claude settings file; it is separate from Claude's native skill installation.

Claude Code Workflow

Useful companion commands:

mx prime
mx session-context
mx schema --compact
mx --json-errors search "query"
mx batch

Typical flow:

# Before implementing: search for existing patterns
mx search "authentication patterns"

# Inspect current KB state
mx info
mx context show

# During work: capture discoveries for future sessions
mx add --title="OAuth2 Setup" --tags="auth,patterns" --category=guides --content="..."

mx prime is the shortest onboarding/context payload. mx schema --compact is the best option when an agent needs structured command metadata. mx --json-errors makes failures stable for automation. mx batch is useful when you want to combine several KB operations in one run.

Codex

Codex can use Memex in both supported ways: direct CLI commands or the bundled skill.

Install the Bundled Skill

OpenAI's current Codex app has a dedicated interface to create and manage skills, and skills created there are available across the app, CLI, and IDE extension. For manual local installs, the directory-based skill layout still works.

Codex installs user skills into $CODEX_HOME/skills (default ~/.codex/skills).

From a repo checkout:

mkdir -p "${CODEX_HOME:-$HOME/.codex}/skills"
ln -s "$PWD/skills/memex-kb" "${CODEX_HOME:-$HOME/.codex}/skills/memex-kb"

# Or copy the directory instead of symlinking
cp -R skills/memex-kb "${CODEX_HOME:-$HOME/.codex}/skills/memex-kb"

From an installed package, first locate the bundled skill path:

python3 -c 'from importlib.resources import files; print(files("memex").joinpath("skills", "memex-kb"))'

Restart Codex after installing the skill so it is picked up on the next session.

The agents/openai.yaml file is optional UI metadata for Codex/OpenAI-style skill pickers. Keep it next to SKILL.md when you install the skill.

Use the CLI Directly

Codex can also use Memex directly from shell commands:

# Search before implementing
mx search "deployment strategy"

# Read the source note
mx get reference/cli.md

# Capture a new discovery
mx quick-add --stdin

Helpful commands for Codex-style workflows:

  • mx info - show KB roots, counts, and active config
  • mx context show - show the resolved project context
  • mx context validate - validate kb_path / project_kb and related paths
  • mx prime - emit a concise agent startup payload
  • mx session-context - emit live project context for the current session
  • mx schema --compact - emit command metadata for introspection
  • mx --json-errors - keep errors machine-parseable

Use the skill when you want reusable Memex-specific workflow guidance. Use direct mx commands when you want a thin shell-only integration.

Other Harnesses

For other harnesses, use one of these patterns:

  1. Direct CLI integration: run mx from shell commands and keep the harness prompt thin.
  2. Skill installation: copy or symlink skills/memex-kb/ into the harness's skill directory if it supports SKILL.md.

Portable command set:

mx prime
mx info
mx context show
mx search "deployment strategies"
mx whats-new --scope=project --days=7
mx quick-add --stdin

If the harness has no native skill system, point it at the CLI and optionally keep skills/memex-kb/SKILL.md nearby as reusable operator guidance.

Project Configuration

Configure project-specific KB settings in .kbconfig:

kb_path: ./kb
primary: guides
boost_paths:
  - guides/*
  - reference/*
default_tags:
  - memex
publish_base_url: /my-kb
publish_index_entry: guides/index

Use kb_path as the canonical project KB setting. You will also see project_kb in resolved context and generated output, which is the same setting after it has been loaded.

This .kbconfig file:

  • Points mx at the project KB
  • Routes new entries to guides/ by default
  • Boosts project entries in search results
  • Suggests project-specific tags
  • Sets the published site base URL and landing page

Related commands:

  • mx context show
  • mx context validate
  • mx publish
  • mx info

Best Practices

  1. Search before creating to avoid duplicate entries.
  2. Treat mx as the canonical interface, even when a harness-specific skill is installed.
  3. Keep assistant-specific permissions in .claude/settings.local.json unless they need to be shared.
  4. Link related entries with [[wikilinks]].
  5. Keep entries focused on one topic.
  6. Update existing entries instead of duplicating them.

See Also