salesforce-meta-tool-identity-propagation
Copilot instructions4 starsChanged 9 months agoMITView on GitHub
Read these files for full context: When the user says "end session", "wrap up", or "done for today": A compounding cross-project knowledge base lives at ~/projects/memory (%USERPROFILE%\projects\memory on Windows; resolve ~ to your home dir). Consult it reflexively before answering about clients, domains, patterns, tools, colleagues, or past work — do not answer from memory when the wiki has the answer. - Read the top matching page(s) in full before you answer. - Compact catalog / router: ~/projects/memory/index.md (per-category summaries…
In this repository8 other files it gives its agents.
- AGENTS.mdAGENTS.md
- CLAUDE.mdCLAUDE.md
- change-riskSkill
- customer360-correlationSkill
- meeting-prepSkill
- revenue-at-riskSkill
- salesforce-crmSkill
- servicenow-itsmSkill
The file
We split this copilot-instructions.md into the rules it gives an agent
11 rules. About 0 are common, 5 are distinctive, and 6 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈5
Distinctive · estimate
This author's own choices. Worth a look.
6
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 3
Read these files for full context:
- Distinctive: line 14
When the user says "end session", "wrap up", or "done for today":
- Very specific: line 18
Update the project's wiki page at the registered project's wiki_ref, resolved through Memory's scripts/wiki_paths.py
- Very specific: line 19
Update relevant domain pages at Memory's resolved domains catalog (via category_index_path)
- Very specific: line 20
Add new glossary terms to ~/projects/memory/glossary.md
- Very specific: line 27
Use @workspace to give Copilot full project context
- Distinctive: line 29
Use Copilot Edits (Ctrl+Shift+I) for multi-file changes
- Distinctive: line 30
Run tests manually — Copilot cannot execute them
- Very specific: line 31
When corrected, record the lesson in the wiki project page (wiki:projects/salesforce-meta-tool-id-prop (resolve through Memory's …
- Distinctive: line 47
Read the top matching page(s) in full before you answer.
- Very specific: line 50
When you learn something durable about this project or client, ask the user to run ingest in the memory repo so it compounds for future …
≈ “Common” is an estimate: at least 1 in 5 of the 3,779 Copilot instructions files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Copilot Instructions
Read these files for full context:
AGENT.md— Project overview, architecture, key paths, workflow rules, and conventionswiki:projects/salesforce-meta-tool-id-prop(resolve through Memory'sscripts/wiki_paths.py) — Past mistakes / lessons (wiki = single source of truth;.ai/lessons-learned.mdwas REMOVED).ai/project-reference.md— Technical details~/projects/memory/agent-config/workflow.md— Global workflow rules~/projects/memory/agent-config/platform.md— Platform preferences and domain knowledge index
End-Session Workflow
When the user says "end session", "wrap up", or "done for today":
- Project docs — Check if the wiki project page (
wiki:projects/salesforce-meta-tool-id-prop(resolve through Memory'sscripts/wiki_paths.py)) and.ai/project-reference.mdneed updates from today's work. Propose changes. - Wiki compounding — If significant lessons or patterns were discovered:
- Update the project's wiki page at the registered project's
wiki_ref, resolved through Memory'sscripts/wiki_paths.py - Update relevant domain pages at Memory's resolved
domainscatalog (viacategory_index_path) - Add new glossary terms to
~/projects/memory/glossary.md - Append to
~/projects/memory/log.md
- Update the project's wiki page at the registered project's
- Git check — Run
git statusand warn about uncommitted changes. - Summary — Report what was updated.
Copilot-Specific Tips
- Use
@workspaceto give Copilot full project context - Pin important files in chat for persistent context
- Use Copilot Edits (Ctrl+Shift+I) for multi-file changes
- Run tests manually — Copilot cannot execute them
- When corrected, record the lesson in the wiki project page (
wiki:projects/salesforce-meta-tool-id-prop(resolve through Memory'sscripts/wiki_paths.py))
Shared knowledge base (memory wiki)
A compounding cross-project knowledge base lives at ~/projects/memory
(%USERPROFILE%\projects\memory on Windows; resolve ~ to your home dir).
Consult it reflexively before answering about clients, domains, patterns,
tools, colleagues, or past work — do not answer from memory when the wiki
has the answer.
# from ANY repo — resolves the wiki root from the script's own location
python ~/projects/memory/scripts/wiki-search.py <terms> # ranked hits
python ~/projects/memory/scripts/wiki-search.py <terms> --full # + Summary- Read the top matching page(s) in full before you answer.
- Compact catalog / router:
~/projects/memory/index.md(per-category summaries in the category catalog resolved by Memory'scategory_index_path). - When you learn something durable about this project or client, ask the user to
run
ingestin the memory repo so it compounds for future sessions.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.

