bm-setup

name: bm-setup description: Set up Basic Memory for Codex in the current repo by mapping a Basic Memory project, seeding schemas, and writing .codex/basic-memory.json.

Basic Memory for Codex Setup

Set up the current repo so Codex can orient from Basic Memory and checkpoint work back into it. Keep the interview short, but always ask before choosing where data will be written.

Preconditions

Confirm Basic Memory is reachable before changing files:

1. Prefer MCP: call list_memory_projects.
2. If MCP tools are not available, run basic-memory --version or bm --version.
3. If neither works, stop and tell the user to install Basic Memory and connect the MCP server. The plugin bundles an .mcp.json that starts uvx basic-memory mcp.
4. List available projects before the interview. Include cloud/local source, workspace, qualified name, and project id when available.

Interview

Ask the user to choose the project mapping. Do not infer write targets from the repo, default project, current directory, or previous local state.

• storage mode: cloud, local, or mixed. Prefer the user's stated mode over any CLI default.
• focus: code/dev, research, writing, planning, or mixed.
• primaryProject: an existing Basic Memory project or a new one to create.
• secondaryProjects: optional read-only projects for session-start context.
• teamProjects: optional share targets for bm-share.
• captureFolder: default codex-sessions.
• rememberFolder: default codex-remember.
• placementConventions: a short note about where decisions, tasks, and research notes should land.

If there are duplicate names, show qualified names and ask the user which one to use. Prefer qualified project names or project ids for cloud projects. Never pick between cloud and local variants without confirmation.

For a new or empty project, suggest a light convention instead of creating empty folders. For an existing project, inspect list_directory and a few notes before summarizing the real convention.

Apply

After confirming the plan, write .codex/basic-memory.json in the repo:

{
  "basicMemory": {
    "primaryProject": "<project-ref>",
    "secondaryProjects": [],
    "projectMode": "cloud",
    "teamProjects": {},
    "focus": "<focus>",
    "captureFolder": "codex-sessions",
    "rememberFolder": "codex-remember",
    "recallTimeframe": "7d",
    "placementConventions": "<short convention>"
  }
}

Preserve unrelated keys if the file already exists. Include projectMode when the user chose cloud, local, or mixed routing. This file is intentionally Codex-specific; do not write .claude/settings.json.

Seed Schemas

Read the schema files from <plugin-root>/schemas/. This skill lives at <plugin-root>/skills/bm-setup/SKILL.md, so the schemas are two directories up.

Seed these schema notes into the chosen primaryProject if they do not already exist:

• codex-session.md
• decision.md
• task.md

Use write_note with directory="schemas", note_type="schema", schema frontmatter as metadata, and the markdown body as content. Do not paste the YAML frontmatter into content.

Before seeding schemas, restate the exact target project and ask for confirmation if it differs from the user's selected primary project or if routing is ambiguous.

Verify

Before closing, prove the mapping works:

• Search the primary project for type=schema with page size 5.
• Search one shared project for open decisions if shared projects were configured.
• If either query errors, fix the project ref before finishing.

Finish with the project mapping, schemas seeded or skipped, and the verification result. Tell the user that plugin hooks need to be reviewed and trusted in Codex before they run.