- remove legacy contexts surfaces from the app, MCP bridge, standalone server, and docs - keep getContext and retrieveQueryContext while aligning the simplified graph-only contract - harden dev startup migration behavior and disable the accidental chat surface in open source Generated with Codex
136 lines
6.1 KiB
Markdown
136 lines
6.1 KiB
Markdown
---
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name: Onboarding
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description: "Use for new-user setup, empty or near-empty graphs, or major resets to map goals, projects, worldview, and preferences into an initial graph."
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---
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# Onboarding
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## Your Job
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Three things: help the user understand the basic structure of the system, help them start building useful graph data in it, and get them to a useful starter graph quickly.
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Adapt to the user.
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- If they already know what they want to add, help them add it.
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- If they want guidance, guide them with simple prompts.
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- Do not force a rigid interview if they are already giving you usable context.
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## Start With Orientation, Not Setup Friction
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For signed-in cloud/mac users, do not start by asking whether the app is open or whether they added API keys. The app is already open, and billing-backed cloud usage does not require the old local setup checklist.
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Start with product orientation and goal discovery first.
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Only bring up setup details if the user actually needs them:
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1. If they are on local/BYO-key mode, point them to Settings → API Keys.
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2. If they ask about the database location, tell them the default macOS path is `~/Library/Application Support/RA-H/db/rah.sqlite`.
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3. If API keys are relevant, explain them plainly:
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- **OpenAI** — powers embeddings, semantic retrieval, and extraction-related AI work.
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- **Anthropic** — mainly relevant for compatible runtime paths and local/dev setups.
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4. If they are not ready to configure anything yet, keep onboarding. They can still learn the structure and add manual content.
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## Explain the System First
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Before asking anything, orient the user. Be direct, not salesy:
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> "RA-H is a context system built on a simple graph. The goal is to build context that persists and gets more useful over time."
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Explain the structure in simple terms:
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- **Nodes** — individual things. A project, idea, person, source, belief, decision, or topic. Each node must have a clear description of what it is and why it matters.
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- **Edges** — explicit connections between things. Each edge must clearly explain the relationship.
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- **Metadata and edges** — secondary structure that makes nodes more useful once the core artifact is clear.
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Then say:
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> "If you know specifically what you'd like to add, tell me and I can help you capture it. Otherwise, I can guide you through bootstrapping the graph with a few suggested prompts."
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Also explain one practical thing early:
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> "You do not need to perfectly design this up front. We want a few concrete nodes and a few clean edges so the graph becomes useful quickly."
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## Interview Flow
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Keep it conversational. Use these buckets and adapt based on what the user gives you.
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**1. Projects and active work**
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- What are you working on right now?
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- What projects, responsibilities, or decisions should be part of your context?
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- What keeps coming up enough that it should probably live in the graph?
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**2. Goals, motivations, beliefs, world models**
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- What are you trying to achieve?
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- What motivations, principles, or beliefs shape how you work and make decisions?
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- Are there any mental models or recurring ways you think about things that should be captured?
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**3. Learning, exploration, and research**
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- What are you reading, watching, listening to, or researching lately?
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- Any podcasts, articles, papers, books, or rabbit holes that matter right now?
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- Are there specific people, thinkers, or sources you follow closely?
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**4. Interaction style and preferences**
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- How do you want me to work with you?
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- Do you want concise answers, deeper exploration, pushback, or straightforward execution?
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## First-Run Teaching Points
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Work these in naturally when they are relevant:
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- **First node creation** — explain that a node is one concrete thing worth keeping: a project, source, person, belief, decision, or idea.
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- **MCP connection** — if the user mentions Claude Code or external agents, offer a quick setup path and point them to the MCP docs/skill flow rather than reciting a giant config block immediately.
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- **What to do after setup** — once the graph has a few solid nodes, the next useful move is usually one of:
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- connect related nodes with explicit edges
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- ingest a source they care about
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- add one or two skills/preferences so future conversations stay grounded
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## How to Work
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Do your best to build the graph as useful context emerges.
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- Add nodes when the user mentions concrete things worth keeping.
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- Add edges when relationships are clear enough to explain well.
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- Explain what you're adding in plain language so the user understands the structure as it develops.
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When the graph is empty or nearly empty, bias toward creating a small, clean starter set rather than over-modeling everything.
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## Write Standards
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Before writing anything, call `readSkill('db-operations')` for full quality standards. Key points that matter most here:
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- Search before creating — avoid duplicates from day one
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- Every description must be concrete: what it IS and why it matters to them, not what it "explores" or "discusses"
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- Every edge needs an explicit explanation sentence
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## Propose Before Writing
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When there is enough context, summarize the proposed structure before touching the database:
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> "Here's what I'm planning to create: [list starter nodes], [list key edges]. Does this look right? Anything to adjust?"
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Write only after confirmation.
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For very early setup, include the first actionable next step too:
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> "After this starter pass, the best next move will be [add a source / connect these nodes / capture another active project]."
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## Completion
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After writing, give a brief recap:
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- What was created
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- How the structure works
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- What would be useful to add next
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If setup is still incomplete, end with the smallest next action, for example:
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- add OpenAI in Settings
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- connect Claude Code via MCP
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- add one more source node
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## Do Not
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- Create meta-nodes like "User Profile", "Preferences", or "Goals" — the graph IS the profile
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- Write anything before proposing the structure and getting confirmation
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- Skip the interview and go straight to writing
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- Write vague descriptions ("is about", "explores", "discusses", "touches on")
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- Ask one disconnected question at a time when a natural multi-part thread is cleaner
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