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Move local agent docs into Lore

Move duplicated CLAUDE.md and AGENTS.md knowledge into shared, project-specific, and channel-specific Lore memories.

Do this after Lore is installed, /setup is complete, and at least one agent runtime can receive boot context.

Local files such as CLAUDE.md, AGENTS.md, plugin rules, and hook guidance are useful bootstrap files. They should not become the long-term source of truth for shared user preferences, project rules, coding standards, deployment commands, or operating habits. If the same instruction should affect more than one agent, move it into Lore.

What to keep local

Keep only the small bootstrap text that helps the runtime load Lore:

  • connect to the Lore MCP server or plugin;
  • load boot memory at session start;
  • use recall before relying on memory;
  • open recalled nodes before treating them as facts;
  • write durable changes back to Lore.

Do not keep repeated product rules, user preferences, project deploy commands, or long process documents in every local agent file. That creates drift: one agent receives a newer rule, another keeps the stale one.

Where to move each kind of instruction

Source materialMove to
Rules every agent should followcore://agent
Stable user preferences, writing style, collaboration stylepreferences://user
Project commands, constraints, architecture decisions, deploy notesproject://<project_slug>/...
Claude Code-only behaviorcore://agent/claudecode
Codex-only behaviorcore://agent/codex
Pi-only behaviorcore://agent/pi
OpenClaw-only behaviorcore://agent/openclaw
Hermes-only behaviorcore://agent/hermes

This matches how Lore's boot system works: at startup, the runtime loads the global boot nodes core://agent, core://soul, and preferences://user, plus the active client-specific node such as core://agent/codex or core://agent/claudecode.

Files to audit first

Common local sources:

RuntimeTypical local file to inspect
Claude Code~/.claude/CLAUDE.md, project CLAUDE.md, imported Claude guidance files
Codex~/.codex/AGENTS.md, project AGENTS.md, repository-level agent instructions
OpenClawplugin guidance, ~/.openclaw/openclaw.json plugin config, project notes
Piextension guidance under ~/.pi/agent/extensions or PI_CODING_AGENT_DIR
Hermeslocal Hermes plugin guidance or runtime-specific memory/provider config

Use actual runtime paths on the machine you are configuring. Do not assume that a random AGENTS.md in another project directory is the one Codex is currently using.

Migration workflow

  1. Open the local file and split it into sections: shared, user preference, project-specific, runtime-specific, and temporary.
  2. Move shared rules into core://agent.
  3. Move stable personal preferences into preferences://user.
  4. Move project material into project://<project_slug>/... nodes with clear titles such as commands, deployment, architecture, or constraints.
  5. Move runtime-only deltas into core://agent/<client_type>.
  6. Delete duplicated long-form content from the local file.
  7. Leave a short bootstrap note that tells the agent to use Lore and recall.
  8. Restart the runtime so startup hooks reload the boot baseline.

Example split

Bad local file shape:

*.txt
Plaintext
CLAUDE.md and AGENTS.md both repeat:
- user communication style
- frontend standards
- project install/build/deploy commands
- Codex-only hook notes
- Claude-only plugin notes

Better Lore shape:

*.txt
Plaintext
core://agent                         shared agent workflow and quality rules
preferences://user                   stable user preferences and working style
project://lorehub/commands           install, dev, typecheck, build commands
project://lorehub/deployment         deploy notes and release process
core://agent/codex                   Codex-specific hook or plugin behavior
core://agent/claudecode              Claude Code-specific behavior

Local AGENTS.md or CLAUDE.md then becomes small:

*.txt
Plaintext
Use Lore as the durable memory source.
Load boot memory at startup.
Use recall for task-relevant context.
Open recalled nodes before relying on them.
Write durable new facts back to Lore.

Verify the migration

After removing duplicated local content:

  1. Restart the agent runtime.
  2. Ask a prompt that should need one migrated rule.
  3. Confirm startup context includes the shared and runtime-specific boot nodes.
  4. Confirm recall surfaces project-specific memories when the prompt mentions the project.
  5. If recall misses the memory, improve the memory's disclosure trigger and glossary terms instead of copying the rule back into local files.

Do not store secrets, API keys, tokens, or one-off temporary instructions in Lore. Keep secrets in environment variables or deployment secret stores; keep temporary task notes in the current chat or issue tracker.

Quick installUse the installer to start Lore with Docker or connect clients to an existing Lore server.Manual configurationConfigure the Lore server and agent integrations by hand when you do not use the installer script.Use your own PostgreSQLRun Lore against an existing PostgreSQL instance with pgvector and optional Chinese full-text search extensions.First-run setupOpen /setup, configure model endpoints, bootstrap memory, and restart connected runtimes.