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docs: corrections from live production verification
Verified against app.basicmemory.com: the seeded Getting Started
project, /notes route, Settings tabs, Activity feed, Explore graph,
feedback button, and support email all match the docs. Three things
didn't and are fixed:
- "Settings -> General -> Show onboarding" doesn't exist; the replay
surface is the Help Center (account menu -> Help) with the Connect
Your AI Tool walkthrough, endpoint copy button, and test prompt
- There is no workspace selector dropdown — each workspace (personal
and teams) is its own sidebar section; teams pages and the web app
layout table now say so
- The graph entry point is Graph in the sidebar with Project /
Structured / Explore tabs (Explore is 2D/3D); themes are saved
per-browser, which the themes page now notes
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Sign up at [basicmemory.com](https://basicmemory.com/?utm_source=docs&utm_medium=docs&utm_campaign=quickstart-cloud). You'll need an active subscription to use the MCP endpoint.
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After sign-up, the app prepares your workspace and opens a seeded **Getting Started** project — a short tutorial you can read (and edit) in place. A floating onboarding guide walks you through the same steps as this page: connect your agent, write your first note, and watch it appear live. You can replay it anytime from **Settings → General → Show onboarding**.
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After sign-up, the app prepares your workspace and opens a seeded **Getting Started** project — a short tutorial you can read (and edit) in place. A floating onboarding guide walks you through the same steps as this page: connect your agent, write your first note, and watch it appear live. The in-app **Help Center** (account menu → Help) keeps the same walkthrough available anytime — your MCP endpoint, setup guides, and a quick test prompt.
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| Pane | Contents |
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|------|----------|
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|**Sidebar**|Workspace selector (personal and teams), project and folder tree, search, your account avatar|
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|**Sidebar**|Pinned notes, your workspaces (personal and teams) with their project trees, search, Graph and Activity, your account menu|
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|**Note list**| Notes in the current folder or project, grouped by date |
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|**Note detail**| The selected note, opened ready to edit |
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## Explore the graph
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The**Explore** view renders your knowledge graph in 3D — notes as nodes, relations as links between them. It rotates gently until you interact: drag to orbit, scroll to zoom, and click a node to open the note.
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Open**Graph**in the sidebar for the Knowledge Graph, then pick a view: **Project** (cards), **Structured**, or **Explore** — a 2D/3D rendering of your knowledge graph, notes as nodes, relations as links. Drag to orbit, scroll to zoom, click a node to open the note, and filter by relation type or search for a note to focus on.
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---
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| Section | What it does |
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|---------|--------------|
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|**General**| Account and profile settings, themes and color mode, plus **Show onboarding** to replay the guided tour|
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|**General**| Account and profile settings, Look & Feel (mode, theme, note list), and editor preferences|
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|**Teams**| Your [teams and workspaces](/teams/about) at a glance |
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|**Members**| Invite and manage [team members, roles, and invitations](/teams/members-and-roles)|
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|**Billing**| Manage payment and [subscription seats](/teams/seats-and-billing)|
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The **Theme** control shows a row of color swatches — each previews a theme's palette, labeled with the theme's name. Click a swatch to apply it instantly, no save needed.
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- Themes and mode are independent: every theme has coordinated colors for both light and dark, so switching mode keeps your theme.
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- Theme choices are saved locally in this browser — pick your theme on each device you use.
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- The theme applies across the whole app — sidebar, editor, preview, and settings.
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Try a few — clicking around is faster than reading about them.
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|**Personal**| Just you | Your personal cloud subscription and notes |
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|**Team**| Your team | Shared projects, members, roles, and seats |
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Switch between your personal and team workspaces using the workspace selector in the app. Projects and notes are scoped to the workspace you're in; local projects stay on your machine, reachable from the CLI and MCP alongside them.
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In the app, each workspace — personal and every team — appears as its own section in the sidebar. Projects and notes are scoped to the workspace you're in; local projects stay on your machine, reachable from the CLI and MCP alongside them.
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## 2. Find the projects
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Switch to the team workspace with the **workspace selector** in the sidebar — the sidebar then shows the team's projects. Open one to see its folders and notes.
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Your team appears as its own section in the sidebar, alongside your personal workspace, with its projects listed underneath. Open one to see its folders and notes.
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Your **role** determines what you can do — from read-only **Viewer** up to **Owner**, with Editor, User Admin, and Admin tiers in between. The full capability table is on [Members and Roles](/teams/members-and-roles).
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Basic Memory is most useful when the AI tools you already use can read and write the same shared knowledge base. Start with the tool you use most, then connect others to the same workspace as needed.
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::tip
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For Basic Memory Cloud, the fastest path is the **Connect your agent** walkthrough in the web app's onboarding guide and Help sheet (replay it anytime via **Settings → General → Show onboarding**) — it covers Claude, Codex, ChatGPT, and other MCP tools, connecting to the hosted MCP endpoint:
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For Basic Memory Cloud, the fastest path is the **Connect Your AI Tool** walkthrough in the web app's Help Center (account menu → **Help**) — it has your MCP endpoint with a copy button, Claude and ChatGPT setup guides, and a quick test prompt:
Copy file name to clipboardExpand all lines: docs/todo.md
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-[ ] Optional new captures: onboarding popup / Activity view / Explore graph / partner portal — pages describe these in prose today and don't require images
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-[ ] When capturing anything new, record source screen, date, theme, and owning page in `docs/screenshots.json` (the checker validates manifest entries)
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## Verify against production
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-[ ]**July-1 onboarding batch deployed?**`quickstart-cloud.md` and `web-app.md` now describe the seeded Getting Started project, onboarding popup, Show-onboarding replay, Activity feed with agent writes, and Explore graph. Confirm these are live at app.basicmemory.com before production docs deploy.
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-[ ]`app.basicmemory.com/notes` route used in quickstart step 5 — confirm it's the canonical notes URL
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-[x]**Themes page** — rewritten around the preset system (Settings → General → Look & Feel: Mode + theme swatches); the removed custom-CSS/TweakCN feature and localStorage persistence claims are gone. Capture a fresh Look & Feel screenshot when doing the screenshot pass.
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-[ ]`bm project ls --name <project>` in `cloud/03.cloud-sync.md` command reference — confirm the subcommand exists (everything else on that page is source-verified)
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-[ ]`api-keys.md`: curl example against `https://cloud.basicmemory.com/api/v2/projects` — confirm path
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## Verify against production — done 2026-07-03
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Verified live at app.basicmemory.com (logged-in session):
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-[x] July-1 onboarding batch deployed: seeded Getting Started project (all workspaces), Help Center at /help with Connect Your AI Tool (endpoint + copy, Claude/ChatGPT guides, test prompt), Activity feed (sidebar popover + View all), Explore Graph (Graph → Project/Structured/Explore tabs, 2D/3D)
-[x]`bm project ls --name` — source-verified (project.py:1240)
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-[x]`api/v2/projects` — source-verified (gateway path test + v2 project router)
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- Corrections applied to docs: "Show onboarding" control doesn't exist (Help Center is the replay surface); workspaces are sidebar *sections*, not a selector dropdown; graph entry is **Graph** with Explore as a tab
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## Verify against external products (fast-moving UIs)
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