feat: add mem9 integration documentation, enhance AI-to-AI prompting guidelines, and create daily logs for May 1 and May 7

agent-memory/integrations/mem9.md

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+---
+type: agent-integration
+status: proposed
+updated: 2026-05-05
+tags:
+  - memory
+  - integration
+  - mem9
+---
+# mem9 Integration
+
+## Goal
+
+Use mem9 as a cross-session, cross-agent recall layer without replacing the workspace's auditable Markdown memory.
+
+## Source Of Truth
+
+`project-knowledge/` remains the canonical human-readable Fidelity project memory.
+
+`agent-memory/` remains the canonical operating memory for agent behavior, workflows, promotion rules, and integration guidance.
+
+mem9 should recall and surface relevant facts, but durable project updates must still be promoted into the correct Markdown file when they become canonical.
+
+## Recommended Scope
+
+Use a project-scoped mem9 profile for this workspace when possible so Fidelity context, agent behavior, and personal/global memories do not collapse into one undifferentiated pool.
+
+Do not bulk-import raw inboxes, generated sync output, full chat transcripts, or broad project folders by default. Import only curated facts, stable preferences, and distilled summaries.
+
+## What To Store
+
+- Stable user/workspace preferences that should survive sessions.
+- Durable agent behavior rules that are useful across Codex/OpenCode sessions.
+- Verified project facts already present in canonical Markdown.
+- Short summaries of current work that help recall where to begin.
+
+## What Not To Store
+
+- Secrets, credentials, API keys, tokens, auth cookies, or private environment values.
+- Raw Mattermost/Slack inbox dumps.
+- Fidelity product source code or proprietary implementation snippets.
+- Unverified assumptions, temporary sync failures, or tooling chatter.
+- Duplicates of every daily note without curation.
+
+## Efficient Use Pattern
+
+1. Recall mem9 early for user preferences and relevant workspace history.
+2. Load hot Markdown context from `AGENTS.md` / `opencode.json` instructions.
+3. For current-work questions, still inspect `project-knowledge/01-current/current-work.md` and the latest relevant daily note.
+4. Answer or act from verified context.
+5. When the interaction adds durable knowledge, update canonical Markdown first; store a compact mem9 memory only if it improves future recall.
+
+## Codex Setup Notes
+
+The upstream mem9 Codex integration uses a marketplace plugin and managed hooks. `$mem9:setup` is the primary setup command. It manages shared profiles, credentials, user/project scope, and hook repair.
+
+Expected local surfaces include:
+
+- `$CODEX_HOME/hooks.json`
+- `$CODEX_HOME/config.toml`
+- `$CODEX_HOME/mem9/`
+- `$MEM9_HOME/.credentials.json`
+- `<project>/.codex/mem9/config.json` for project overrides
+
+Keep `$MEM9_HOME/.credentials.json` outside the repository and never commit API keys.
+
+## Validation Checklist
+
+- Confirm Codex CLI is at least the version required by the mem9 plugin.
+- Confirm Node.js 22 or newer is available to the Codex runtime.
+- Install the mem9 Codex plugin from the mem9 marketplace.
+- Run `$mem9:setup` and choose hosted API or self-hosted API.
+- Apply project scope for this workspace if using a dedicated Fidelity profile.
+- Verify `$mem9:recall` returns relevant memories.
+- Verify `$mem9:store` stores one approved non-sensitive memory.
+- Inspect mem9 dashboard / memory list for accidental sensitive content.
+- Keep canonical Markdown updates auditable through git.