docs(mcp): add conceptual primer (what each entity is for) to MCP instructions

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2026-05-28 18:25:38 -04:00
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@@ -11,6 +11,23 @@ store. You (Claude) are the assistant.
Hierarchy: Project -> Milestone -> Task/Note.
What each part is for, and when to reach for it:
- Project: the top-level container for a body of work.
- Milestone: groups related tasks within a project toward a goal (status
active/done). Use one when a chunk of work needs its own arc.
- Task: a unit of actionable work with a lifecycle (status
todo/in_progress/done/cancelled, optional priority). A task is a note with a
status — reach for one when there is something to DO. Record progress over
time with work-logs (add_task_log) rather than rewriting the body.
- Plan: a task with kind=plan — HOW you'll execute a chunk of work. The body
holds the design + step checklist; work-logs record progress. Start one with
start_planning when beginning non-trivial work, before writing code.
- Note: durable free-form knowledge — reference material, decisions, dev-logs.
No lifecycle, not actionable. Reach for one to CAPTURE something worth keeping.
- Typed entities (person/place/list): structured records about people, places,
and checklists.
Mechanics:
- Notes and Tasks share a model; tasks are notes with is_task=True.
- Use the *_note tools for notes, the *_task tools for tasks. Don't mix them.
- Typed entities (person, place, list) are notes with a non-default note_type