Outcome
A learning that lands where it belongs and is trusted at the right level: a clean Note the agent reads as a hint, a Suggested edit an owner or admin can merge, or, after review, reviewed Knowledge, with authorship and provenance intact.When to use it
- An agent (or you) learned something durable and you are deciding what to do with it.
- A Topic looks outdated and you want to change it without clobbering it.
- You are tempted to “just update the wiki,” which is exactly when governance matters.
Availability and prerequisites
| Item | State |
|---|---|
Notes, propose, Suggested edits, Comments | Available |
Merge into Knowledge (approve, pr --merge) | Available, owner/admin authority only |
| An agent running the merge when explicitly asked | Available (stamped approved_via: agent) |
| Platform agents opening Suggested edits automatically | Not available (a future release) |
admin or owner role. An agent merges only when an owner or admin explicitly asks it to.
Objects involved
| Object | Role in this workflow |
|---|---|
| Note | A private draft; the agent reads it as a hint. |
| Up for review | A Note proposed to the team; still a hint, now in the queue. |
Knowledge (reviewed) | The team’s source of truth, the notes merged in. |
| Suggested edit | A content patch proposing a change to existing Knowledge. |
| Comment | Field-level feedback at the review gate; resolves into an edit. |
Before you begin
You have an observation in hand. First ask the litmus question: would a future code change meaningfully contradict it? If yes, it is durable and worth capturing. If it just restates the code or is a transient value, let it go.Context preflight
Which route you take depends on what already exists, so read first:- No Topic covers it and it is durable: this is the new observation route. Capture a clean Note.
- A Topic covers it and looks wrong or drifted: this is the change to existing Knowledge route. Open a Suggested edit, do not overwrite.
reviewed is Knowledge (truth); draft or proposed is a Note (a hint). A drift badge means the code under it moved and the recorded why may no longer hold.
Step-by-step workflow
New observation
Capture it as a Note (or a full Topic)
A one-liner Note is enough for a hint. If it is clearly durable, write it as an anchored Topic: one concept, filed into an area, anchored narrow.The Note stays a hint, private and excluded from search, until you decide it is worth the team’s eyes.
Propose it for review, when it earns it
When the Note is durable enough for the whole team, put it up for review. This does not make it truth; it enters the queue as a hint awaiting a human.A person reviews the evidence, scope, durability, and any contradictions, and decides. Most Notes stay Notes, and that is healthy: a clean hint is valuable even if it is never merged.
Change to existing Knowledge
Review drift, evidence, and relations
Read the Topic and the code it anchors before proposing anything. Confirm the change is real, not a misread.
Open a Suggested edit, with a patch or a question
Do not overwrite Knowledge. Open a Suggested edit carrying a checkable content patch. If you are uncertain, leave a Comment at the field instead of a patch, so a human resolves the ambiguity.The agent does not approve its own interpretation. A human reviews the Suggested edit and merges it, or resolves the Comment.
Same over MCP:
driftless_context_propose, driftless_context_create_proposal (the Suggested edit), and driftless_context_comment. driftless_context_approve exists too, but it is owner/admin authority only and the client runs it only when the authorizing person explicitly asks. See Governance.Expected states
| Moment | What you should see |
|---|---|
After note add | A private draft, visible only to you, excluded from search. |
After context propose | The Note is Up for review, in the queue, still a hint. |
| After an owner or admin merges | trust: reviewed, with approved_by and approved_via set. |
After context pr --open | A Suggested edit awaiting an owner or admin merge. |
Agent runs approve without authority | Refused: a member or faceless token cannot merge. |
Knowledge write-back
The routing is the write-back here. Merging is the one act reserved for a person:- A hint stays a Note. It reaches the agent weighted as a suggestion, and that is enough for most learning.
- A change to truth goes through a Suggested edit, never a direct overwrite. The patch is whitelisted to content fields, so it can never forge approval.
- Institutional truth is what an owner or admin merges. Do not merge on your own initiative, even if you have the authority; propose, and merge only when asked.
What not to do
- Do not let an agent declare truth. Generating a claim and merging it are separate acts; the merge is a human decision.
- Do not overwrite a Knowledge Topic. Open a Suggested edit so the change is reviewed and attributed.
- Do not force a Topic where a hint will do. If a future code change would not contradict it, it is not durable; leave a Note or nothing.
- Do not stack two concepts in one note. One idea per note; file it into an area; anchor it narrow. A loose anchor leaks the note into work it has nothing to say about.
- Do not write a changelog into a field. The durable why belongs in Knowledge; the history belongs in git.
Troubleshooting
approvewas refused. Your key lacks owner/admin authority, or no one asked you to merge. Propose instead and leave the merge to a person.
- Two Notes cover the same thing. Consolidate rather than stacking a third. See Clean workspace context.
- A Suggested edit is ambiguous. Add a field-scoped Comment so the reviewer can pin the exact objection before merging.
- A drifted Topic still holds. Re-confirming it (setting it
reviewedagain) is an owner/admin act; for anyone else, propose the confirmation as a Suggested edit.
Limits and truth states
| Capability | State |
|---|---|
| Notes, propose, Suggested edits, Comments | Available |
| Merge into Knowledge | Available, owner/admin authority only |
| Agent-run merge when explicitly asked | Available (approved_via: agent) |
| Automatic merge or auto-approval | Not available (a person always decides) |
| Platform agents authoring Suggested edits | Not available (a future release) |
Related reference
- Governance - the Note to Knowledge lifecycle and roles.
- Notes & Sharing - capturing and sharing a Note.
- Comments - field-level feedback at the review gate.
- CLI: Context Commands - propose, approve, pr, and comment.
- Clean workspace context - auditing and consolidating the vault.
