Cortex

Cortex

A dynamic, governed memory layer for Markdown notes that serves knowledge to AI clients and humans through a secure MCP server, with scoped access, git-audited changes, and optional LLM-powered semantic search.

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README

Cortex

Every mind needs a memory that is dynamic, not stationary.

Cortex is a dynamic, governed memory layer for AI agents, assistants, and chatbots, backed by a real Obsidian vault. Humans keep using ordinary Obsidian-compatible Markdown files; AI clients access that same memory only through a secure Model Context Protocol (MCP) server:

  • Obsidian-native — the source of truth is a normal Obsidian vault: Markdown notes, YAML frontmatter, folders, links, and your editor of choice.
  • Scoped — each caller (principal) sees only the slice you grant; a path out of scope is invisible, not just unreadable.
  • Audited — every change is a git commit tagged with actor and reason. Git is the single audit trail and rollback mechanism.
  • Deterministic by default — search, reads, and context packs spend zero model tokens. Only the one semantic_search tool calls an LLM.
  • Self-improving (later) — an optional, bounded "janitor" AI tidies and watches the vault on a heartbeat, never able to edit its own limits.

Anyone can spin one up — locally, in Docker, or on a homelab — and keep their memory theirs: a fully working Obsidian vault for humans, a governed memory API for agents.

See ARCHITECTURE.md for the full design.


Quick start

Docker (recommended)

git clone https://github.com/pixlflip/cortex.git && cd cortex
cp cortex.example.yaml cortex.yaml          # edit to taste
# put your Obsidian vault in ./vault (or point vault.path at one)
docker compose run --rm cortex check        # validate setup
docker compose run --rm cortex init         # create the git audit baseline

Run cortex sync any time (or on a schedule — see docs/bare-metal.md) to snapshot pending human edits into the git audit trail and refresh the search index, so the status tool's freshness numbers stay current.

Bare metal (Debian / Proxmox / laptop)

git clone https://github.com/pixlflip/cortex.git && cd cortex
python3 -m venv .venv && . .venv/bin/activate
pip install .
cp cortex.example.yaml cortex.yaml          # edit to taste
cortex check
cortex init
cortex serve                                # MCP server over stdio

Full host/service setup (service user, systemd) is in docs/bare-metal.md.

Connect an MCP client

For a stdio client (e.g. Claude Desktop), register Cortex as a server that runs cortex serve with CORTEX_CONFIG pointing at your cortex.yaml. It exposes:

Tool What it does
discover_scopes What can I (this principal) see?
status Freshness signal: git HEAD/commit time, last index refresh, visible note count
list_notes List visible note paths
search Substring/regex search over visible notes
read_note Read a full note (scope-checked)
read_frontmatter Read a note's YAML frontmatter
read_section Read one section by heading
context_pack Compact, budgeted bundle for a query
semantic_search Fuzzy "comb & synthesize" — the only tool that uses an LLM

Configuration

cortex.yaml is public-safe: structure only, no secrets. Tokens and API keys are referenced by env-var name and read at startup. The shipped example runs locally with no API key and the LLM disabled (deterministic tools only).

Key knobs (see cortex.example.yaml):

  • vault.path — your Obsidian vault folder.
  • principals — static identities, their scopes (path globs), and token_env.
  • admin — optional web UI state path. cortex init generates the admin password; the UI creates roles and per-client tokens for scoped AI clients.
  • sync.adapter — none (default, local-only) · git · nextcloud · s3.
  • llm.provider — none (default) · openrouter · openai · anthropic · ollama. OpenRouter (one key, many models; defaulting to the latest Claude Sonnet) is the recommended way to enable semantic_search.
  • janitor — off by default; report-only before any write mode.

Status

This repo is built in dependency order (see the build sequence in ARCHITECTURE.md). Working today:

  • ✅ Config system (public-safe, env-injected secrets)
  • ✅ Obsidian vault store (list / read / frontmatter / section / search) with path-traversal safety
  • ✅ Git audit layer (commit-on-mutation with actor + reason)
  • ✅ Scoping + auth (token → principal → scopes; directory-bounded globs)
  • ✅ MCP server v1, read-only over stdio — all tools above
  • ✅ LLM provider layer (OpenRouter default → latest Claude Sonnet; also OpenAI / Anthropic / Ollama / none)
  • ✅ Live semantic_search — scoped retrieve-then-synthesize (the model only sees notes the principal may read)
  • ✅ Remote Streamable HTTP transport with bearer-token → principal auth, per-request scoping, and Host/Origin protection (TLS via reverse proxy).
  • ✅ Admin web UI for HTTP deployments — cortex init generates an admin password, then the UI can create roles and per-client tokens for scoped AI clients.
  • ✅ OAuth 2.1 authorization server (dynamic client registration + PKCE + consent) so the one-click Claude.ai / ChatGPT / Grok connector UIs can authorize. See docs/http-exposure.md.
  • ✅ Docker image + Compose, and a bare-metal/systemd path

Next on the roadmap: sync adapters (opt-in) → the bounded janitor.


Development

pip install -e ".[dev]"
pytest

License

Apache-2.0 — see LICENSE.

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