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turnstone/docs/memory.md
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Patrick Buckley 67f43a7ee0 feat: [memory] REST API endpoints + SDK methods + docs (#56)
* feat: [memory] REST API endpoints + SDK methods + docs

Server API (4 endpoints):
- GET /v1/api/memories — list with type/scope/scope_id/limit filters
- POST /v1/api/memories — save (upsert) with validation
- POST /v1/api/memories/search — search by query (read scope)
- DELETE /v1/api/memories/{name} — delete by name+scope

Console admin API (4 endpoints):
- GET /v1/api/admin/memories — list all memories
- GET /v1/api/admin/memories/search — search with ?q= param
- GET /v1/api/admin/memories/{memory_id} — get by ID
- DELETE /v1/api/admin/memories/{memory_id} — delete by ID with audit

Storage: add delete_structured_memory_by_id, add mem_type filter to
count_structured_memories. Auth: memory DELETE requires write scope,
admin.memories permission added to valid set + builtin-admin role.

Python SDK: list_memories, save_memory, search_memories, delete_memory
on both server (async+sync) and console (async+sync) clients.

TypeScript SDK: matching methods + types on both clients.

Pydantic schemas with Literal type/scope validation, OpenAPI endpoint
specs on both servers. 33 endpoint tests + 8 auth scope tests.

Docs: docs/memory.md feature guide, api-reference.md endpoint docs,
23-memory-architecture.puml diagram.

Also fixes stray `total: int` on CreateChannelUserRequest.

* fix: [memory] address PR review — cross-user scope, schema types, snapshots

Security: user-scoped memory endpoints now bind scope_id to the
authenticated user's identity.  Providing a mismatched scope_id
returns 403, preventing cross-user memory access on all 4 server
endpoints.

Schema: MemoryInfo response uses MemoryType/MemoryScope Literals.
SearchMemoriesRequest uses filter Literals (empty string allowed).
Limit query params declare schema_type="integer" for correct OpenAPI.

Regenerate sdk/typescript/openapi-{server,console}.json snapshots.
Update count_structured_memories docstring for mem_type param.
Fix fallback response to use normalized name after save.

6 new security tests for user-scope access control.
2026-03-14 02:28:47 -07:00

16 KiB

Structured Memory

See also: Memory Architecture diagram

The structured memory system gives the AI persistent, typed, scoped memories that survive across sessions and workstreams. Memories are automatically surfaced in the system message via BM25 relevance scoring, so the model has contextual recall without explicit search.

Overview

Each memory has three dimensions:

  • Type -- categorizes the memory's purpose
  • Scope -- controls visibility boundaries
  • Name -- unique identifier within a scope (snake_case, normalized)

Memory types

Type Purpose
user User preferences, conventions, working style
project Project-specific knowledge, architecture, patterns
feedback Corrections, lessons learned, things to avoid
reference Reference material, documentation, specifications

Memory scopes

Scope Visibility
global Visible to all workstreams and users
workstream Visible only within the originating workstream
user Follows the authenticated user across workstreams

A memory's identity is the tuple (name, scope, scope_id). Saving a memory with the same identity upserts -- updating content while preserving the ID.

BM25 relevance injection

On every conversation turn, the system:

  1. Fetches up to fetch_limit memories visible in the current scope
  2. Extracts context from the last 3 user messages
  3. Scores memories against that context using a BM25 index
  4. Injects the top relevance_k memories into the system message as <memories> XML tags
  5. Appends a hint telling the model how many memories are in scope

This means the model always has its most relevant memories available without explicit recall -- but can still use memory(action='search') for deeper lookup.

Nudges

The metacognition layer can nudge the model to save memories at appropriate moments (e.g., after a correction or when resuming a workstream). Nudges are rate-limited by nudge_cooldown and can be disabled entirely.


Configuration

config.toml

[memory]
relevance_k = 5          # top-k memories injected per turn
fetch_limit = 50          # max memories fetched from storage for scoring
max_content = 32768       # max content length per memory (characters)
nudge_cooldown = 300      # minimum seconds between memory nudges
nudges = true             # enable/disable metacognitive nudges

All fields are optional. Defaults are shown above.


Tool Usage

The memory tool supports four actions:

save

Store or update a memory.

{
  "action": "save",
  "name": "project_architecture",
  "content": "The project uses a hexagonal architecture with...",
  "description": "Core architecture patterns",
  "type": "project",
  "scope": "global"
}
Parameter Required Default Description
name yes -- Snake_case identifier (max 256 chars)
content yes -- Memory content (max max_content chars)
description no "" Short description for relevance matching
type no "project" One of: user, project, feedback, reference
scope no "global" One of: global, workstream, user

Find memories by query (BM25 full-text search).

{
  "action": "search",
  "query": "authentication patterns",
  "type": "project",
  "limit": 10
}
Parameter Required Default Description
query yes -- Search query
type no "" Filter by type
scope no "" Filter by scope
limit no 20 Max results (capped at 50)

delete

Remove a memory by name.

{
  "action": "delete",
  "name": "outdated_pattern",
  "scope": "global"
}
Parameter Required Default Description
name yes -- Memory name to delete
scope no "global" Scope of the memory

list

List all memories with optional filters.

{
  "action": "list",
  "type": "feedback",
  "limit": 50
}
Parameter Required Default Description
type no "" Filter by type
scope no "" Filter by scope
limit no 20 Max results (capped at 50)

Server API

Four endpoints on the server for programmatic memory access.

GET /v1/api/memories

List memories with optional filters.

Query parameters:

Parameter Type Required Default Description
type string no "" Filter by memory type
scope string no "" Filter by scope
scope_id string no "" Filter by scope ID
limit int no 100 Max results (capped at 200)

When scope=user and scope_id is omitted, the authenticated user's ID is used automatically.

Response: 200

{
  "memories": [
    {
      "memory_id": "a1b2c3d4-e5f6-...",
      "name": "project_architecture",
      "description": "Core architecture patterns",
      "type": "project",
      "scope": "global",
      "scope_id": "",
      "content": "The project uses a hexagonal architecture...",
      "created": "2026-03-10T10:00:00",
      "updated": "2026-03-12T14:30:00"
    }
  ],
  "total": 1
}

POST /v1/api/memories

Save or upsert a structured memory.

Request body:

{
  "name": "deployment_process",
  "content": "Deploy via GitHub Actions. Staging auto-deploys on push to main.",
  "description": "CI/CD deployment workflow",
  "type": "project",
  "scope": "global",
  "scope_id": ""
}
Field Type Required Default Description
name string yes -- Memory name (max 256 chars)
content string yes -- Memory content (max 65536 chars)
description string no "" Short description for search ranking
type string no "project" One of: user, project, feedback, reference
scope string no "global" One of: global, workstream, user
scope_id string no "" Scope qualifier (auto-resolved for user scope)

Response (created): 201

{
  "memory_id": "a1b2c3d4-e5f6-...",
  "name": "deployment_process",
  "description": "CI/CD deployment workflow",
  "type": "project",
  "scope": "global",
  "scope_id": "",
  "content": "Deploy via GitHub Actions...",
  "created": "2026-03-14T10:00:00",
  "updated": "2026-03-14T10:00:00"
}

Response (updated): 200 -- same schema, returned when a memory with the same (name, scope, scope_id) already existed.

Errors:

Status Condition
400 Missing name, empty content, invalid type/scope, content too long

POST /v1/api/memories/search

Search memories by query. Uses POST for the request body but is non-mutating (requires only read scope).

Request body:

{
  "query": "authentication",
  "type": "project",
  "scope": "",
  "scope_id": "",
  "limit": 20
}
Field Type Required Default Description
query string yes -- Search query
type string no "" Filter by type
scope string no "" Filter by scope
scope_id string no "" Filter by scope ID
limit int no 20 Max results (capped at 50)

Response: 200

{
  "memories": [
    {
      "memory_id": "a1b2c3d4-e5f6-...",
      "name": "auth_patterns",
      "description": "Authentication architecture",
      "type": "project",
      "scope": "global",
      "scope_id": "",
      "content": "JWT tokens with HS256...",
      "created": "2026-03-10T10:00:00",
      "updated": "2026-03-12T14:30:00"
    }
  ],
  "total": 1
}

DELETE /v1/api/memories/{name}

Delete a memory by name and scope.

Path parameters:

Parameter Type Description
name string Memory name

Query parameters:

Parameter Type Required Default Description
scope string no "global" Scope of the memory
scope_id string no "" Scope qualifier

Response (success): 200

{"status": "ok", "name": "deployment_process"}

Response (not found): 404

{"error": "Memory 'deployment_process' not found"}

Console Admin API

Four admin endpoints for cross-workstream memory management. All require the admin.memories permission.

GET /v1/api/admin/memories

List memories across all scopes (no automatic scope resolution).

Query parameters:

Parameter Type Required Default Description
type string no "" Filter by type
scope string no "" Filter by scope
scope_id string no "" Filter by scope ID
limit int no 100 Max results (capped at 200)

Response: 200

{
  "memories": [
    {
      "memory_id": "a1b2c3d4-e5f6-...",
      "name": "project_architecture",
      "description": "Core architecture patterns",
      "type": "project",
      "scope": "global",
      "scope_id": "",
      "content": "The project uses...",
      "created": "2026-03-10T10:00:00",
      "updated": "2026-03-12T14:30:00"
    }
  ],
  "total": 1
}

GET /v1/api/admin/memories/search

Search memories by query (uses query parameters, not POST body).

Query parameters:

Parameter Type Required Default Description
q string yes -- Search query
type string no "" Filter by type
scope string no "" Filter by scope
scope_id string no "" Filter by scope ID
limit int no 20 Max results (capped at 50)

Response: 200 -- same schema as GET /v1/api/admin/memories.


GET /v1/api/admin/memories/{memory_id}

Get a single memory by ID.

Path parameters:

Parameter Type Description
memory_id string Memory UUID

Response (success): 200

{
  "memory_id": "a1b2c3d4-e5f6-...",
  "name": "project_architecture",
  "description": "Core architecture patterns",
  "type": "project",
  "scope": "global",
  "scope_id": "",
  "content": "The project uses...",
  "created": "2026-03-10T10:00:00",
  "updated": "2026-03-12T14:30:00"
}

Response (not found): 404

{"error": "Memory not found"}

DELETE /v1/api/admin/memories/{memory_id}

Delete a memory by ID. Records an audit event (memory.delete).

Path parameters:

Parameter Type Description
memory_id string Memory UUID

Response (success): 200

{"status": "ok"}

Response (not found): 404

{"error": "Memory not found"}

SDK

Python

The server SDK uses mem_type (not type) to avoid shadowing the Python builtin.

from turnstone.sdk import TurnstoneServer

with TurnstoneServer("http://localhost:8080", token="tok_xxx") as client:
    # Save a memory
    mem = client.save_memory(
        "api_conventions",
        "All endpoints use /v1/ prefix. JSON responses.",
        description="API design patterns",
        mem_type="project",
        scope="global",
    )
    print(mem.memory_id)

    # Search memories
    results = client.search_memories("authentication", mem_type="project", limit=10)
    for m in results.memories:
        print(f"{m['name']}: {m['description']}")

    # List memories
    all_mems = client.list_memories(mem_type="feedback", limit=50)

    # Delete a memory
    client.delete_memory("api_conventions", scope="global")

Console admin SDK:

from turnstone.sdk import TurnstoneConsole

with TurnstoneConsole("http://localhost:9090", token="tok_xxx") as admin:
    # List all memories (admin view, no scope auto-resolution)
    result = admin.list_memories(scope="global", limit=100)

    # Search
    result = admin.search_memories("architecture", mem_type="project")

    # Get by ID
    mem = admin.get_memory("a1b2c3d4-e5f6-...")

    # Delete by ID
    admin.delete_memory("a1b2c3d4-e5f6-...")

TypeScript

import { TurnstoneServer } from "@turnstone/sdk";

const client = new TurnstoneServer({
  baseUrl: "http://localhost:8080",
  token: "tok_xxx",
});

// Save a memory
const mem = await client.saveMemory({
  name: "api_conventions",
  content: "All endpoints use /v1/ prefix. JSON responses.",
  description: "API design patterns",
  type: "project",
  scope: "global",
});

// Search memories
const results = await client.searchMemories({
  query: "authentication",
  type: "project",
  limit: 10,
});

// List memories
const all = await client.listMemories({ type: "feedback", limit: 50 });

// Delete a memory
await client.deleteMemory("api_conventions", { scope: "global" });

Console admin SDK:

import { TurnstoneConsole } from "@turnstone/sdk";

const admin = new TurnstoneConsole({
  baseUrl: "http://localhost:9090",
  token: "tok_xxx",
});

// List, search, get, delete by ID
const mems = await admin.listMemories({ scope: "global" });
const found = await admin.searchMemories({ q: "auth", limit: 20 });
const one = await admin.getMemory("a1b2c3d4-e5f6-...");
await admin.deleteMemory("a1b2c3d4-e5f6-...");

Storage

Memories are stored in the structured_memories table (migration 013). The unique constraint on (name, scope, scope_id) ensures upsert semantics. The name is normalized on save: lowercased, hyphens and spaces replaced with underscores.

Architecture

See Memory Architecture diagram for the full data flow covering the session tool path, API path, admin path, and BM25 relevance injection.