<div align="center">
<br>
# Context Portal MCP (ConPort)
## (It's a memory bank!)
<br>
<img src="assets/images/roo-logo.png" alt="Roo Code Logo" height="40"/>
<img src="assets/images/cline.png" alt="CLine Logo" height="40"/>
<img src="assets/images/windsurf.png" alt="Windsurf Cascade Logo" height="40"/>
<img src="assets/images/cursor.png" alt="Cursor IDE Logo" height="40"/>
<br>
A database-backed Model Context Protocol (MCP) server for managing structured project context, designed to be used by AI assistants and developer tools within IDEs and other interfaces.
</div>
<br>
## What is Context Portal MCP server (ConPort)?
Context Portal (ConPort) is your project's **memory bank**. It's a tool that helps AI assistants understand your specific software project better by storing important information like decisions, tasks, and architectural patterns in a structured way. Think of it as building a project-specific knowledge base that the AI can easily access and use to give you more accurate and helpful responses.
**What it does:**
- Keeps track of project decisions, progress, and system designs.
- Stores custom project data (like glossaries or specs).
- Helps AI find relevant project information quickly (like a smart search).
- Enables AI to use project context for better responses (RAG).
- More efficient for managing, searching, and updating context compared to simple text file-based memory banks.
ConPort provides a robust and structured way for AI assistants to store, retrieve, and manage various types of project context. It effectively builds a **project-specific knowledge graph**, capturing entities like decisions, progress, and architecture, along with their relationships. This structured knowledge base, enhanced by **vector embeddings** for semantic search, then serves as a powerful backend for **Retrieval Augmented Generation (RAG)**, enabling AI assistants to access precise, up-to-date information for more context-aware and accurate responses.
It replaces older file-based context management systems by offering a more reliable and queryable database backend (SQLite per workspace). ConPort is designed to be a generic context backend, compatible with various IDEs and client interfaces that support MCP.
Key features include:
- Structured context storage using SQLite (one DB per workspace, automatically created).
- MCP server (`context_portal_mcp`) built with Python/FastAPI.
- A comprehensive suite of defined MCP tools for interaction (see "Available ConPort Tools" below).
- Multi-workspace support via `workspace_id`.
- Primary deployment mode: STDIO for tight IDE integration.
- Enables building a dynamic **project knowledge graph** with explicit relationships between context items.
- Includes **vector data storage** and **semantic search** capabilities to power advanced RAG.
- Serves as an ideal backend for **Retrieval Augmented Generation (RAG)**, providing AI with precise, queryable project memory.
- Provides structured context that AI assistants can leverage for **prompt caching** with compatible LLM providers.
- Manages database schema evolution using **Alembic migrations**, ensuring seamless updates and data integrity.
## Prerequisites
Before you begin, ensure you have the following installed:
- **Python:** Version 3.8 or higher is recommended.
- [Download Python](https://www.python.org/downloads/)
- Ensure Python is added to your system's PATH during installation (especially on Windows).
- **uv:** (Highly Recommended) A fast Python environment and package manager. Using `uv` significantly simplifies virtual environment creation and dependency installation.
- [Install uv](https://github.com/astral-sh/uv#installation)
## Installation and Configuration (Recommended)
The recommended way to install and run ConPort is by using `uvx` to execute the package directly from PyPI. This method avoids the need to manually create and manage virtual environments.
### `uvx` Configuration
In your MCP client settings (e.g., `mcp_settings.json`), use the following configuration:
```json
{
"mcpServers": {
"conport": {
"command": "uvx",
"args": [
"--from",
"context-portal-mcp",
"conport-mcp",
"--mode",
"stdio",
"--workspace_id",
"${workspaceFolder}",
"--log-file",
"./logs/conport.log",
"--log-level",
"INFO"
]
}
}
}
```
- **`command`**: `uvx` handles the environment for you.
- **`args`**: Contains the arguments to run the ConPort server.
- `${workspaceFolder}`: This IDE variable is used to automatically provide the absolute path of the current project workspace.
- `--log-file`: Optional: Path to a file where server logs will be written. If not provided, logs are directed to `stderr` (console). Useful for persistent logging and debugging server behavior.
- `--log-level`: Optional: Sets the minimum logging level for the server. Valid choices are `DEBUG`, `INFO`, `WARNING`, `ERROR`, `CRITICAL`. Defaults to `INFO`. Set to `DEBUG` for verbose output during development or troubleshooting.
<br>
## Installation for Developers (from Git Repository)
These instructions guide you through setting up ConPort for development or contribution by cloning its Git repository and installing dependencies.
1. **Clone the Repository:**
Open your terminal or command prompt and run:
```bash
git clone https://github.com/GreatScottyMac/context-portal.git
cd context-portal
```
2. **Create and Activate a Virtual Environment:**
In the `context-portal` directory:
```bash
uv venv
```
Activate the environment:
- **Linux/macOS (bash/zsh):**
```bash
source .venv/bin/activate
```
- **Windows (Command Prompt):**
```cmd
.venv\Scripts\activate.bat
```
- **Windows (PowerShell):**
```powershell
.venv\Scripts\Activate.ps1
```
3. **Install Dependencies:**
With your virtual environment activated:
```bash
uv pip install -r requirements.txt
```
4. **Verify Installation (Optional):**
Ensure your virtual environment is activated.
```bash
uv run python src/context_portal_mcp/main.py --help
```
This should output the command-line help for the ConPort server.
<br>
**Purpose of the `--workspace_id` Command-Line Argument:**
When you launch the ConPort server, particularly in STDIO mode (`--mode stdio`), the `--workspace_id` argument serves several key purposes:
1. **Initial Server Context:** It provides the server process with the absolute path to the project workspace it should initially be associated with.
2. **Critical Safety Check:** In STDIO mode, this path is used to perform a vital check that prevents the server from mistakenly creating its database files (`context.db`, `conport_vector_data/`) inside its own installation directory. This protects against misconfigurations where the client might not correctly provide the workspace path.
3. **Client Launch Signal:** It's the standard way for an MCP client (like an IDE extension) to signal to the server which project it is launching for.
**Important Note:** The `--workspace_id` provided at server startup is **not** automatically used as the `workspace_id` parameter for every subsequent MCP tool call. ConPort tools are designed to require the `workspace_id` parameter explicitly in each call (e.g., `get_product_context({"workspace_id": "..."})`). This design supports the possibility of a single server instance managing multiple workspaces and ensures clarity for each operation. Your client IDE/MCP client is responsible for providing the correct `workspace_id` with each tool call.
**Key Takeaway:** ConPort critically relies on an accurate `--workspace_id` to identify the target project. Ensure this argument correctly resolves to the absolute path of your project workspace, either through IDE variables like `${workspaceFolder}` or by providing a direct absolute path.
<br>
For pre-upgrade cleanup, including clearing Python bytecode cache, please refer to the [v0.2.4_UPDATE_GUIDE.md](v0.2.4_UPDATE_GUIDE.md#1-pre-upgrade-cleanup).
## Usage with LLM Agents (Custom Instructions)
ConPort's effectiveness with LLM agents is significantly enhanced by providing specific custom instructions or system prompts to the LLM. This repository includes tailored strategy files for different environments:
- **For Roo Code:**
- [`roo_code_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/roo_code_conport_strategy): Contains detailed instructions for LLMs operating within the Roo Code VS Code extension, guiding them on how to use ConPort tools for context management.
<br>
- **For CLine:**
- [`cline_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/cline_conport_strategy): Contains detailed instructions for LLMs operating within the Cline VS Code extension, guiding them on how to use ConPort tools for context management.
<br>
- **For Windsurf Cascade:**
- [`cascade_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/cascade_conport_strategy): Specific guidance for LLMs integrated with the Windsurf Cascade environment. _Important_: When initiating a session in Cascade, it is necessary to explicity tell the LLM:
```
Initialize according to custom instructions
```
- **For General/Platform-Agnostic Use:**
- [`generic_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/generic_conport_strategy): Provides a platform-agnostic set of instructions for any MCP-capable LLM. It emphasizes using ConPort's `get_conport_schema` operation to dynamically discover the exact ConPort tool names and their parameters, guiding the LLM on _when_ and _why_ to perform conceptual interactions (like logging a decision or updating product context) rather than hardcoding specific tool invocation details.
<br>
**How to Use These Strategy Files:**
1. Identify the strategy file relevant to your LLM agent's environment.
2. Copy the **entire content** of that file.
3. Paste it into your LLM's custom instructions or system prompt area. The method varies by LLM platform (IDE extension settings, web UI, API configuration).
These instructions equip the LLM with the knowledge to:
- Initialize and load context from ConPort.
- Update ConPort with new information (decisions, progress, etc.).
- Manage custom data and relationships.
- Understand the importance of `workspace_id`.
**Important Tip for Starting Sessions:**
To ensure the LLM agent correctly initializes and loads context, especially in interfaces that might not always strictly adhere to custom instructions on the first message, it's a good practice to start your interaction with a clear directive like:
`Initialize according to custom instructions.`
This can help prompt the agent to perform its ConPort initialization sequence as defined in its strategy file.
## Initial ConPort Usage in a Workspace
When you first start using ConPort in a new or existing project workspace, the ConPort database (`context_portal/context.db`) will be automatically created by the server if it doesn't exist. To help bootstrap the initial project context, especially the **Product Context**, consider the following:
### Using a `projectBrief.md` File (Recommended)
1. **Create `projectBrief.md`:** In the root directory of your project workspace, create a file named `projectBrief.md`.
2. **Add Content:** Populate this file with a high-level overview of your project. This could include:
- The main goal or purpose of the project.
- Key features or components.
- Target audience or users.
- Overall architectural style or key technologies (if known).
- Any other foundational information that defines the project.
3. **Automatic Prompt for Import:** When an LLM agent using one of the provided ConPort custom instruction sets (e.g., `roo_code_conport_strategy`) initializes in the workspace, it is designed to:
- Check for the existence of `projectBrief.md`.
- If found, it will read the file and ask you if you'd like to import its content into the ConPort **Product Context**.
- If you agree, the content will be added to ConPort, providing an immediate baseline for the project's Product Context.
### Manual Initialization
If `projectBrief.md` is not found, or if you choose not to import it:
- The LLM agent (guided by its custom instructions) will typically inform you that the ConPort Product Context appears uninitialized.
- It may offer to help you define the Product Context manually, potentially by listing other files in your workspace to gather relevant information.
By providing initial context, either through `projectBrief.md` or manual entry, you enable ConPort and the connected LLM agent to have a better foundational understanding of your project from the start.
## Available ConPort Tools
The ConPort server exposes the following tools via MCP, allowing interaction with the underlying **project knowledge graph**. This includes tools for **semantic search** powered by **vector data storage**. These tools facilitate the **Retrieval** aspect crucial for **Augmented Generation (RAG)** by AI agents. All tools require a `workspace_id` argument (string, required) to specify the target project workspace.
- **Product Context Management:**
- `get_product_context`: Retrieves the overall project goals, features, and architecture.
- `update_product_context`: Updates the product context. Accepts full `content` (object) or `patch_content` (object) for partial updates (use `__DELETE__` as a value in patch to remove a key).
- **Active Context Management:**
- `get_active_context`: Retrieves the current working focus, recent changes, and open issues.
- `update_active_context`: Updates the active context. Accepts full `content` (object) or `patch_content` (object) for partial updates (use `__DELETE__` as a value in patch to remove a key).
- **Decision Logging:**
- `log_decision`: Logs an architectural or implementation decision.
- Args: `summary` (str, req), `rationale` (str, opt), `implementation_details` (str, opt), `tags` (list[str], opt).
- `get_decisions`: Retrieves logged decisions.
- Args: `limit` (int, opt), `tags_filter_include_all` (list[str], opt), `tags_filter_include_any` (list[str], opt).
- `search_decisions_fts`: Full-text search across decision fields (summary, rationale, details, tags).
- Args: `query_term` (str, req), `limit` (int, opt).
- `delete_decision_by_id`: Deletes a decision by its ID.
- Args: `decision_id` (int, req).
- **Progress Tracking:**
- `log_progress`: Logs a progress entry or task status.
- Args: `status` (str, req), `description` (str, req), `parent_id` (int, opt), `linked_item_type` (str, opt), `linked_item_id` (str, opt).
- `get_progress`: Retrieves progress entries.
- Args: `status_filter` (str, opt), `parent_id_filter` (int, opt), `limit` (int, opt).
- `update_progress`: Updates an existing progress entry.
- Args: `progress_id` (int, req), `status` (str, opt), `description` (str, opt), `parent_id` (int, opt).
- `delete_progress_by_id`: Deletes a progress entry by its ID.
- Args: `progress_id` (int, req).
- **System Pattern Management:**
- `log_system_pattern`: Logs or updates a system/coding pattern.
- Args: `name` (str, req), `description` (str, opt), `tags` (list[str], opt).
- `get_system_patterns`: Retrieves system patterns.
- Args: `tags_filter_include_all` (list[str], opt), `tags_filter_include_any` (list[str], opt).
- `delete_system_pattern_by_id`: Deletes a system pattern by its ID.
- Args: `pattern_id` (int, req).
- **Custom Data Management:**
- `log_custom_data`: Stores/updates a custom key-value entry under a category. Value is JSON-serializable.
- Args: `category` (str, req), `key` (str, req), `value` (any, req).
- `get_custom_data`: Retrieves custom data.
- Args: `category` (str, opt), `key` (str, opt).
- `delete_custom_data`: Deletes a specific custom data entry.
- Args: `category` (str, req), `key` (str, req).
- `search_project_glossary_fts`: Full-text search within the 'ProjectGlossary' custom data category.
- Args: `query_term` (str, req), `limit` (int, opt).
- `search_custom_data_value_fts`: Full-text search across all custom data values, categories, and keys.
- Args: `query_term` (str, req), `category_filter` (str, opt), `limit` (int, opt).
- **Context Linking:**
- `link_conport_items`: Creates a relationship link between two ConPort items, explicitly building out the **project knowledge graph**.
- Args: `source_item_type` (str, req), `source_item_id` (str, req), `target_item_type` (str, req), `target_item_id` (str, req), `relationship_type` (str, req), `description` (str, opt).
- `get_linked_items`: Retrieves items linked to a specific item.
- Args: `item_type` (str, req), `item_id` (str, req), `relationship_type_filter` (str, opt), `linked_item_type_filter` (str, opt), `limit` (int, opt).
- **History & Meta Tools:**
- `get_item_history`: Retrieves version history for Product or Active Context.
- Args: `item_type` ("product_context" | "active_context", req), `version` (int, opt), `before_timestamp` (datetime, opt), `after_timestamp` (datetime, opt), `limit` (int, opt).
- `get_recent_activity_summary`: Provides a summary of recent ConPort activity.
- Args: `hours_ago` (int, opt), `since_timestamp` (datetime, opt), `limit_per_type` (int, opt, default: 5).
- `get_conport_schema`: Retrieves the schema of available ConPort tools and their arguments.
- **Import/Export:**
- `export_conport_to_markdown`: Exports ConPort data to markdown files.
- Args: `output_path` (str, opt, default: "./conport_export/").
- `import_markdown_to_conport`: Imports data from markdown files into ConPort.
- Args: `input_path` (str, opt, default: "./conport_export/").
- **Batch Operations:**
- `batch_log_items`: Logs multiple items of the same type (e.g., decisions, progress entries) in a single call.
- Args: `item_type` (str, req - e.g., "decision", "progress_entry"), `items` (list[dict], req - list of Pydantic model dicts for the item type).
## Further Reading
For a more in-depth understanding of ConPort's design, architecture, and advanced usage patterns, please refer to:
- [`conport_mcp_deep_dive.md`](https://github.com/GreatScottyMac/context-portal/blob/main/conport_mcp_deep_dive.md)
## Contributing
Please see our [CONTRIBUTING.md](CONTRIBUTING.md) guide for details on how to contribute to the ConPort project.
## License
This project is licensed under the [Apache-2.0 license](LICENSE).
## Database Migration & Update Guide
For detailed instructions on how to manage your `context.db` file, especially when updating ConPort across versions that include database schema changes, please refer to the dedicated [v0.2.4_UPDATE_GUIDE.md](v0.2.4_UPDATE_GUIDE.md). This guide provides steps for manual data migration (export/import) if needed, and troubleshooting tips.
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"description": "<div align=\"center\">\r\n\r\n<br>\r\n\r\n# Context Portal MCP (ConPort)\r\n\r\n## (It's a memory bank!)\r\n\r\n<br>\r\n\r\n<img src=\"assets/images/roo-logo.png\" alt=\"Roo Code Logo\" height=\"40\"/> \r\n<img src=\"assets/images/cline.png\" alt=\"CLine Logo\" height=\"40\"/> \r\n<img src=\"assets/images/windsurf.png\" alt=\"Windsurf Cascade Logo\" height=\"40\"/> \r\n<img src=\"assets/images/cursor.png\" alt=\"Cursor IDE Logo\" height=\"40\"/>\r\n\r\n<br>\r\n\r\nA database-backed Model Context Protocol (MCP) server for managing structured project context, designed to be used by AI assistants and developer tools within IDEs and other interfaces.\r\n\r\n</div>\r\n\r\n<br>\r\n\r\n## What is Context Portal MCP server (ConPort)?\r\n\r\nContext Portal (ConPort) is your project's **memory bank**. It's a tool that helps AI assistants understand your specific software project better by storing important information like decisions, tasks, and architectural patterns in a structured way. Think of it as building a project-specific knowledge base that the AI can easily access and use to give you more accurate and helpful responses.\r\n\r\n**What it does:**\r\n\r\n- Keeps track of project decisions, progress, and system designs.\r\n- Stores custom project data (like glossaries or specs).\r\n- Helps AI find relevant project information quickly (like a smart search).\r\n- Enables AI to use project context for better responses (RAG).\r\n- More efficient for managing, searching, and updating context compared to simple text file-based memory banks.\r\n\r\nConPort provides a robust and structured way for AI assistants to store, retrieve, and manage various types of project context. It effectively builds a **project-specific knowledge graph**, capturing entities like decisions, progress, and architecture, along with their relationships. This structured knowledge base, enhanced by **vector embeddings** for semantic search, then serves as a powerful backend for **Retrieval Augmented Generation (RAG)**, enabling AI assistants to access precise, up-to-date information for more context-aware and accurate responses.\r\n\r\nIt replaces older file-based context management systems by offering a more reliable and queryable database backend (SQLite per workspace). ConPort is designed to be a generic context backend, compatible with various IDEs and client interfaces that support MCP.\r\n\r\nKey features include:\r\n\r\n- Structured context storage using SQLite (one DB per workspace, automatically created).\r\n- MCP server (`context_portal_mcp`) built with Python/FastAPI.\r\n- A comprehensive suite of defined MCP tools for interaction (see \"Available ConPort Tools\" below).\r\n- Multi-workspace support via `workspace_id`.\r\n- Primary deployment mode: STDIO for tight IDE integration.\r\n- Enables building a dynamic **project knowledge graph** with explicit relationships between context items.\r\n- Includes **vector data storage** and **semantic search** capabilities to power advanced RAG.\r\n- Serves as an ideal backend for **Retrieval Augmented Generation (RAG)**, providing AI with precise, queryable project memory.\r\n- Provides structured context that AI assistants can leverage for **prompt caching** with compatible LLM providers.\r\n- Manages database schema evolution using **Alembic migrations**, ensuring seamless updates and data integrity.\r\n\r\n## Prerequisites\r\n\r\nBefore you begin, ensure you have the following installed:\r\n\r\n- **Python:** Version 3.8 or higher is recommended.\r\n - [Download Python](https://www.python.org/downloads/)\r\n - Ensure Python is added to your system's PATH during installation (especially on Windows).\r\n- **uv:** (Highly Recommended) A fast Python environment and package manager. Using `uv` significantly simplifies virtual environment creation and dependency installation.\r\n - [Install uv](https://github.com/astral-sh/uv#installation)\r\n\r\n## Installation and Configuration (Recommended)\r\n\r\nThe recommended way to install and run ConPort is by using `uvx` to execute the package directly from PyPI. This method avoids the need to manually create and manage virtual environments.\r\n\r\n### `uvx` Configuration\r\n\r\nIn your MCP client settings (e.g., `mcp_settings.json`), use the following configuration:\r\n\r\n```json\r\n{\r\n \"mcpServers\": {\r\n \"conport\": {\r\n \"command\": \"uvx\",\r\n \"args\": [\r\n \"--from\",\r\n \"context-portal-mcp\",\r\n \"conport-mcp\",\r\n \"--mode\",\r\n \"stdio\",\r\n \"--workspace_id\",\r\n \"${workspaceFolder}\",\r\n \"--log-file\",\r\n \"./logs/conport.log\",\r\n \"--log-level\",\r\n \"INFO\"\r\n ]\r\n }\r\n }\r\n}\r\n```\r\n\r\n- **`command`**: `uvx` handles the environment for you.\r\n- **`args`**: Contains the arguments to run the ConPort server.\r\n- `${workspaceFolder}`: This IDE variable is used to automatically provide the absolute path of the current project workspace.\r\n- `--log-file`: Optional: Path to a file where server logs will be written. If not provided, logs are directed to `stderr` (console). Useful for persistent logging and debugging server behavior.\r\n- `--log-level`: Optional: Sets the minimum logging level for the server. Valid choices are `DEBUG`, `INFO`, `WARNING`, `ERROR`, `CRITICAL`. Defaults to `INFO`. Set to `DEBUG` for verbose output during development or troubleshooting.\r\n\r\n<br>\r\n\r\n## Installation for Developers (from Git Repository)\r\n\r\nThese instructions guide you through setting up ConPort for development or contribution by cloning its Git repository and installing dependencies.\r\n\r\n1. **Clone the Repository:**\r\n Open your terminal or command prompt and run:\r\n\r\n ```bash\r\n git clone https://github.com/GreatScottyMac/context-portal.git\r\n cd context-portal\r\n ```\r\n\r\n2. **Create and Activate a Virtual Environment:**\r\n In the `context-portal` directory:\r\n\r\n ```bash\r\n uv venv\r\n ```\r\n\r\n Activate the environment:\r\n - **Linux/macOS (bash/zsh):**\r\n ```bash\r\n source .venv/bin/activate\r\n ```\r\n - **Windows (Command Prompt):**\r\n ```cmd\r\n .venv\\Scripts\\activate.bat\r\n ```\r\n - **Windows (PowerShell):**\r\n ```powershell\r\n .venv\\Scripts\\Activate.ps1\r\n ```\r\n\r\n3. **Install Dependencies:**\r\n With your virtual environment activated:\r\n\r\n ```bash\r\n uv pip install -r requirements.txt\r\n ```\r\n\r\n4. **Verify Installation (Optional):**\r\n Ensure your virtual environment is activated.\r\n \r\n ```bash\r\n uv run python src/context_portal_mcp/main.py --help\r\n ```\r\n This should output the command-line help for the ConPort server.\r\n\r\n<br>\r\n\r\n**Purpose of the `--workspace_id` Command-Line Argument:**\r\n\r\nWhen you launch the ConPort server, particularly in STDIO mode (`--mode stdio`), the `--workspace_id` argument serves several key purposes:\r\n\r\n1. **Initial Server Context:** It provides the server process with the absolute path to the project workspace it should initially be associated with.\r\n2. **Critical Safety Check:** In STDIO mode, this path is used to perform a vital check that prevents the server from mistakenly creating its database files (`context.db`, `conport_vector_data/`) inside its own installation directory. This protects against misconfigurations where the client might not correctly provide the workspace path.\r\n3. **Client Launch Signal:** It's the standard way for an MCP client (like an IDE extension) to signal to the server which project it is launching for.\r\n\r\n**Important Note:** The `--workspace_id` provided at server startup is **not** automatically used as the `workspace_id` parameter for every subsequent MCP tool call. ConPort tools are designed to require the `workspace_id` parameter explicitly in each call (e.g., `get_product_context({\"workspace_id\": \"...\"})`). This design supports the possibility of a single server instance managing multiple workspaces and ensures clarity for each operation. Your client IDE/MCP client is responsible for providing the correct `workspace_id` with each tool call.\r\n\r\n**Key Takeaway:** ConPort critically relies on an accurate `--workspace_id` to identify the target project. Ensure this argument correctly resolves to the absolute path of your project workspace, either through IDE variables like `${workspaceFolder}` or by providing a direct absolute path.\r\n\r\n<br>\r\n\r\nFor pre-upgrade cleanup, including clearing Python bytecode cache, please refer to the [v0.2.4_UPDATE_GUIDE.md](v0.2.4_UPDATE_GUIDE.md#1-pre-upgrade-cleanup).\r\n\r\n## Usage with LLM Agents (Custom Instructions)\r\n\r\nConPort's effectiveness with LLM agents is significantly enhanced by providing specific custom instructions or system prompts to the LLM. This repository includes tailored strategy files for different environments:\r\n\r\n- **For Roo Code:**\r\n\r\n - [`roo_code_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/roo_code_conport_strategy): Contains detailed instructions for LLMs operating within the Roo Code VS Code extension, guiding them on how to use ConPort tools for context management.\r\n\r\n <br>\r\n\r\n- **For CLine:**\r\n\r\n - [`cline_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/cline_conport_strategy): Contains detailed instructions for LLMs operating within the Cline VS Code extension, guiding them on how to use ConPort tools for context management.\r\n\r\n <br>\r\n\r\n- **For Windsurf Cascade:**\r\n\r\n - [`cascade_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/cascade_conport_strategy): Specific guidance for LLMs integrated with the Windsurf Cascade environment. _Important_: When initiating a session in Cascade, it is necessary to explicity tell the LLM:\r\n\r\n ```\r\n Initialize according to custom instructions\r\n ```\r\n\r\n- **For General/Platform-Agnostic Use:**\r\n\r\n - [`generic_conport_strategy`](https://github.com/GreatScottyMac/context-portal/blob/main/conport-custom-instructions/generic_conport_strategy): Provides a platform-agnostic set of instructions for any MCP-capable LLM. It emphasizes using ConPort's `get_conport_schema` operation to dynamically discover the exact ConPort tool names and their parameters, guiding the LLM on _when_ and _why_ to perform conceptual interactions (like logging a decision or updating product context) rather than hardcoding specific tool invocation details.\r\n\r\n <br>\r\n\r\n**How to Use These Strategy Files:**\r\n\r\n1. Identify the strategy file relevant to your LLM agent's environment.\r\n2. Copy the **entire content** of that file.\r\n3. Paste it into your LLM's custom instructions or system prompt area. The method varies by LLM platform (IDE extension settings, web UI, API configuration).\r\n\r\nThese instructions equip the LLM with the knowledge to:\r\n\r\n- Initialize and load context from ConPort.\r\n- Update ConPort with new information (decisions, progress, etc.).\r\n- Manage custom data and relationships.\r\n- Understand the importance of `workspace_id`.\r\n **Important Tip for Starting Sessions:**\r\n To ensure the LLM agent correctly initializes and loads context, especially in interfaces that might not always strictly adhere to custom instructions on the first message, it's a good practice to start your interaction with a clear directive like:\r\n `Initialize according to custom instructions.`\r\n This can help prompt the agent to perform its ConPort initialization sequence as defined in its strategy file.\r\n\r\n## Initial ConPort Usage in a Workspace\r\n\r\nWhen you first start using ConPort in a new or existing project workspace, the ConPort database (`context_portal/context.db`) will be automatically created by the server if it doesn't exist. To help bootstrap the initial project context, especially the **Product Context**, consider the following:\r\n\r\n### Using a `projectBrief.md` File (Recommended)\r\n\r\n1. **Create `projectBrief.md`:** In the root directory of your project workspace, create a file named `projectBrief.md`.\r\n2. **Add Content:** Populate this file with a high-level overview of your project. This could include:\r\n - The main goal or purpose of the project.\r\n - Key features or components.\r\n - Target audience or users.\r\n - Overall architectural style or key technologies (if known).\r\n - Any other foundational information that defines the project.\r\n3. **Automatic Prompt for Import:** When an LLM agent using one of the provided ConPort custom instruction sets (e.g., `roo_code_conport_strategy`) initializes in the workspace, it is designed to:\r\n - Check for the existence of `projectBrief.md`.\r\n - If found, it will read the file and ask you if you'd like to import its content into the ConPort **Product Context**.\r\n - If you agree, the content will be added to ConPort, providing an immediate baseline for the project's Product Context.\r\n\r\n### Manual Initialization\r\n\r\nIf `projectBrief.md` is not found, or if you choose not to import it:\r\n\r\n- The LLM agent (guided by its custom instructions) will typically inform you that the ConPort Product Context appears uninitialized.\r\n- It may offer to help you define the Product Context manually, potentially by listing other files in your workspace to gather relevant information.\r\n\r\nBy providing initial context, either through `projectBrief.md` or manual entry, you enable ConPort and the connected LLM agent to have a better foundational understanding of your project from the start.\r\n\r\n## Available ConPort Tools\r\n\r\nThe ConPort server exposes the following tools via MCP, allowing interaction with the underlying **project knowledge graph**. This includes tools for **semantic search** powered by **vector data storage**. These tools facilitate the **Retrieval** aspect crucial for **Augmented Generation (RAG)** by AI agents. All tools require a `workspace_id` argument (string, required) to specify the target project workspace.\r\n\r\n- **Product Context Management:**\r\n - `get_product_context`: Retrieves the overall project goals, features, and architecture.\r\n - `update_product_context`: Updates the product context. Accepts full `content` (object) or `patch_content` (object) for partial updates (use `__DELETE__` as a value in patch to remove a key).\r\n- **Active Context Management:**\r\n - `get_active_context`: Retrieves the current working focus, recent changes, and open issues.\r\n - `update_active_context`: Updates the active context. Accepts full `content` (object) or `patch_content` (object) for partial updates (use `__DELETE__` as a value in patch to remove a key).\r\n- **Decision Logging:**\r\n - `log_decision`: Logs an architectural or implementation decision.\r\n - Args: `summary` (str, req), `rationale` (str, opt), `implementation_details` (str, opt), `tags` (list[str], opt).\r\n - `get_decisions`: Retrieves logged decisions.\r\n - Args: `limit` (int, opt), `tags_filter_include_all` (list[str], opt), `tags_filter_include_any` (list[str], opt).\r\n - `search_decisions_fts`: Full-text search across decision fields (summary, rationale, details, tags).\r\n - Args: `query_term` (str, req), `limit` (int, opt).\r\n - `delete_decision_by_id`: Deletes a decision by its ID.\r\n - Args: `decision_id` (int, req).\r\n- **Progress Tracking:**\r\n - `log_progress`: Logs a progress entry or task status.\r\n - Args: `status` (str, req), `description` (str, req), `parent_id` (int, opt), `linked_item_type` (str, opt), `linked_item_id` (str, opt).\r\n - `get_progress`: Retrieves progress entries.\r\n - Args: `status_filter` (str, opt), `parent_id_filter` (int, opt), `limit` (int, opt).\r\n - `update_progress`: Updates an existing progress entry.\r\n - Args: `progress_id` (int, req), `status` (str, opt), `description` (str, opt), `parent_id` (int, opt).\r\n - `delete_progress_by_id`: Deletes a progress entry by its ID.\r\n - Args: `progress_id` (int, req).\r\n- **System Pattern Management:**\r\n - `log_system_pattern`: Logs or updates a system/coding pattern.\r\n - Args: `name` (str, req), `description` (str, opt), `tags` (list[str], opt).\r\n - `get_system_patterns`: Retrieves system patterns.\r\n - Args: `tags_filter_include_all` (list[str], opt), `tags_filter_include_any` (list[str], opt).\r\n - `delete_system_pattern_by_id`: Deletes a system pattern by its ID.\r\n - Args: `pattern_id` (int, req).\r\n- **Custom Data Management:**\r\n - `log_custom_data`: Stores/updates a custom key-value entry under a category. Value is JSON-serializable.\r\n - Args: `category` (str, req), `key` (str, req), `value` (any, req).\r\n - `get_custom_data`: Retrieves custom data.\r\n - Args: `category` (str, opt), `key` (str, opt).\r\n - `delete_custom_data`: Deletes a specific custom data entry.\r\n - Args: `category` (str, req), `key` (str, req).\r\n - `search_project_glossary_fts`: Full-text search within the 'ProjectGlossary' custom data category.\r\n - Args: `query_term` (str, req), `limit` (int, opt).\r\n - `search_custom_data_value_fts`: Full-text search across all custom data values, categories, and keys.\r\n - Args: `query_term` (str, req), `category_filter` (str, opt), `limit` (int, opt).\r\n- **Context Linking:**\r\n - `link_conport_items`: Creates a relationship link between two ConPort items, explicitly building out the **project knowledge graph**.\r\n - Args: `source_item_type` (str, req), `source_item_id` (str, req), `target_item_type` (str, req), `target_item_id` (str, req), `relationship_type` (str, req), `description` (str, opt).\r\n - `get_linked_items`: Retrieves items linked to a specific item.\r\n - Args: `item_type` (str, req), `item_id` (str, req), `relationship_type_filter` (str, opt), `linked_item_type_filter` (str, opt), `limit` (int, opt).\r\n- **History & Meta Tools:**\r\n - `get_item_history`: Retrieves version history for Product or Active Context.\r\n - Args: `item_type` (\"product_context\" | \"active_context\", req), `version` (int, opt), `before_timestamp` (datetime, opt), `after_timestamp` (datetime, opt), `limit` (int, opt).\r\n - `get_recent_activity_summary`: Provides a summary of recent ConPort activity.\r\n - Args: `hours_ago` (int, opt), `since_timestamp` (datetime, opt), `limit_per_type` (int, opt, default: 5).\r\n - `get_conport_schema`: Retrieves the schema of available ConPort tools and their arguments.\r\n- **Import/Export:**\r\n - `export_conport_to_markdown`: Exports ConPort data to markdown files.\r\n - Args: `output_path` (str, opt, default: \"./conport_export/\").\r\n - `import_markdown_to_conport`: Imports data from markdown files into ConPort.\r\n - Args: `input_path` (str, opt, default: \"./conport_export/\").\r\n- **Batch Operations:**\r\n - `batch_log_items`: Logs multiple items of the same type (e.g., decisions, progress entries) in a single call.\r\n - Args: `item_type` (str, req - e.g., \"decision\", \"progress_entry\"), `items` (list[dict], req - list of Pydantic model dicts for the item type).\r\n\r\n## Further Reading\r\n\r\nFor a more in-depth understanding of ConPort's design, architecture, and advanced usage patterns, please refer to:\r\n\r\n- [`conport_mcp_deep_dive.md`](https://github.com/GreatScottyMac/context-portal/blob/main/conport_mcp_deep_dive.md)\r\n\r\n## Contributing\r\n\r\nPlease see our [CONTRIBUTING.md](CONTRIBUTING.md) guide for details on how to contribute to the ConPort project.\r\n## License\r\n This project is licensed under the [Apache-2.0 license](LICENSE).\r\n \r\n \r\n## Database Migration & Update Guide\r\n \r\nFor detailed instructions on how to manage your `context.db` file, especially when updating ConPort across versions that include database schema changes, please refer to the dedicated [v0.2.4_UPDATE_GUIDE.md](v0.2.4_UPDATE_GUIDE.md). This guide provides steps for manual data migration (export/import) if needed, and troubleshooting tips.\r\n",
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