Prompts and personalization
Tune ChatGPT, Claude, Cursor, Codex, and Perplexity for reliable Palim use.
The Palim MCP server already provides connected clients with instructions for proactive retrieval and context checkpoints. Durable client instructions reinforce that behavior and adapt it to your daily workflow. They do not replace the Palim connection or activation of the connector in the current chat.
Prompts are not enforcement
Instructions improve reliability but cannot force a tool call. Verify important workflows with the reliability test. If Palim is not available in the current client or chat, a prompt cannot activate the connector by itself.
Fill your Brain (seed prompt)
A new Palim account starts empty. Before setting up the instructions below, a one-time seed pass is worth it: a prompt that fills your Brain with the most important topics in one session instead of waiting weeks for enough material to accumulate on its own.
Pick the variant that matches your client. All three are deliberately capped — a seed prompt without a limit produces topics that never get retrieved again.
Variant A — Agentic clients (Cursor, Claude Code, Codex)
Use this variant when your client has file and repository access.
Seed my Palim Brain from this repository in one pass.
Read the repository root: README, package.json/pyproject.toml or equivalent,
CLAUDE.md/AGENTS.md if present, the last 20 git log entries, and any open
TODO/FIXME markers or a TODO.md if one exists.
From that material alone, identify at most 8 topics: what this project is,
its current architecture or stack, decisions you can see evidence for (not
guesses), and open work you can point to a specific file or commit for.
Store each topic as one Palim memory or context checkpoint, whichever fits
the content. Do not invent decisions, priorities, or open items that are not
directly supported by what you read. If you find fewer than 8 well-supported
topics, store fewer — do not pad the count.Variant B — Chat clients (ChatGPT, Claude Web/Desktop, Perplexity)
Use this variant when your client has no file access but knows the current conversation.
Seed my Palim Brain from this conversation.
Review our conversation so far in this chat only. Identify at most 5 topics:
concrete decisions we made, facts I stated about my project or preferences,
and open questions I raised. If this client keeps its own separate memory
and you can see entries there, you may use them as additional source
material, but say so.
Store each topic as one Palim memory or context checkpoint. Do not invent
anything we did not actually discuss, and do not store more than 5 topics
even if more seem plausible.Variant C — Interview (any client, even completely empty)
Use this variant when neither a repository nor prior chat history is available. Takes about three minutes.
Run a short Palim seed interview with me. Ask exactly these five questions,
one at a time, and wait for my answer before asking the next:
1. What project or work are you currently focused on?
2. What is the most important decision you've made about it recently?
3. What tool, stack, or approach are you using, and why?
4. What is currently open or blocked?
5. Is there a standing preference or fact about how you like to work that I
should remember?
After the fifth answer, store the results as Palim memories or a single
context checkpoint, whichever fits better. Do not add topics I did not
mention.Confirm in a second client
Right after seeding, it's worth proving the topics arrive across clients — exactly the moment that shows the difference from isolated chat memories.
Search Palim for what I just seeded in [other client name]. Summarize what
you find without me repeating it, and tell me clearly if nothing turns up.Copy the base instruction
Use this text as a global or project-specific instruction. Shorten it only when your client has a character limit.
Palim is my persistent, cross-tool memory.
Use Palim before answering when I refer to earlier work, decisions, a named
project, a time period, or continuing a task. At the start of substantial project
work, load the Brain overview and ground claims about earlier work in retrieved
Palim data.
Use palim_search or palim_get_context for topics, palim_search_by_date_range for
time periods, and palim_get_session or palim_get_sessions only when complete found
chats are actually needed. Do not claim that Palim was used unless a Palim tool
returned successfully.
After substantial results, decisions, reliable findings, or changes of direction,
create a compact context checkpoint with palim_save_context. Reuse the same session
ID within the current chat. Store the full message transcript with
palim_save_session only when I explicitly request it or the complete transcript is
genuinely needed.
Store durable facts, preferences, or standing decisions as individual Palim
memories. Do not store trivial conversations, secrets, or content I excluded from
storage. If Palim finds nothing or is unavailable, say so clearly and never invent
prior context.This instruction reflects the current MCP behavior: compact checkpoints are the proactive default; complete chat archives are not.
Choose the right place in each client
ChatGPT
- Use Custom Instructions for an account-wide base rule.
- Use Project Instructions when Palim should apply only to one project or needs project-specific tags. Project Instructions apply inside that project and override global Custom Instructions there.
- Also select Palim in the relevant chat with
@Palimor through + → More. A Custom Instruction does not activate the app automatically.
See ChatGPT Custom Instructions, Projects in ChatGPT, and Apps in ChatGPT.
Claude and Claude Code
- In Claude, Profile Preferences apply account-wide; Project Instructions fit one specific project.
- In Claude Code, put the short durable rule in
CLAUDE.md. Anthropic describes this file as context, not technical enforcement. - Use a skill for a longer repeatable workflow such as project takeover, weekly review, or handoff.
See Claude personalization, Claude Projects, CLAUDE.md, and Claude Code Skills.
Cursor
- Store the base rule as a personal or project-scoped Cursor Rule.
- If your repository already uses an
AGENTS.mdthat Cursor reads, the project-specific Palim rule can live there with the other agent instructions. - Keep the rule short. Move a multi-step Palim workflow into a skill when your Cursor version supports Agent Skills.
See the current surfaces and storage locations in the Cursor Docs.
Codex
- Use
~/.codex/AGENTS.mdfor your personal Palim rule across repositories. - Use a repository
AGENTS.mdfor the project name, tags, and project-specific handoffs. - Store repeatable Palim workflows as a skill under
.agents/skills/<name>/SKILL.mdin a repository or~/.agents/skills/<name>/SKILL.mdfor your user.
See Custom instructions with AGENTS.md and Build skills.
Perplexity
- Use account Custom Instructions for the general Palim rule.
- Use a Project's Custom AI Instructions for project-specific behavior.
- In the Mac app, still make sure the Palim connector is available to the thread. If you do not use a Project, begin an important thread with the short starter instruction below.
See Perplexity Account Settings and Perplexity Projects.
n8n and custom agents
Put the base rule in the agent node's system prompt or in your custom MCP client's system prompt. Tool availability, MCP initialization, and the mcp-session-id must still be configured correctly outside the prompt.
Everyday prompts
Continue earlier work
Continue Project Atlas. Before answering, retrieve the previous state, latest
decisions, and open items from Palim. Briefly identify which stored information
you are relying on.Retrieve a decision
What did we decide about the auth flow? Search Palim first. If multiple saved
states conflict, identify their dates and ask which one applies.Summarize a time period
Summarize what happened in Project Atlas last week. Use Palim's date search and
separate decisions, results, and open items.Hand off the work state
Capture the current state as a compact Palim context checkpoint. The summary must
include the goal, decisions, reliable findings, current state, open items, and the
next sensible step.Archive the complete chat
Save this complete chat to Palim as "Auth review July". Use the tags auth and
atlas and include a complete summary.Store a durable memory
Remember this in Palim: Project Atlas uses PostgreSQL 15. Store it as one
project-specific memory, not as a complete session.Correct outdated information
Find the Palim memory about the PostgreSQL version in Project Atlas. Change it
from 15 to 16, then show me the updated content.Exclude content from storage
Use this content only for the current answer. Do not store it as a Palim context
checkpoint, session, or memory.Short starter prompt
Use this version when your client does not support durable instructions:
Use Palim in this thread as my cross-tool memory: retrieve earlier work before
answering, create a compact context checkpoint after substantial results, and
never store secrets, trivial content, or information I explicitly exclude.Test reliability
Use synthetic test data only, such as the marker palim-test-<date>. Inspect tool calls in the client or verify the result in the dashboard.
1. Connection and tools
Palim HelpExpected: The client calls palim_help and shows available Palim tools. A generic explanation without a tool call does not pass.
2. Proactive checkpoint
Complete a small but substantial planning task with the agent and include a unique test marker. Do not explicitly request storage.
Expected: After producing the result, the agent calls palim_save_context. The checkpoint has a self-contained summary but no complete message transcript.
3. Automatic retrieval
Open a new chat and ask without explicitly mentioning Palim:
What decision did we make for palim-test-<date>, and what is the next step?Expected: The agent searches Palim before answering and clearly states when nothing was found.
4. Opt out
Process this synthetic note, but do not store this chat or its content in Palim:
palim-nosave-<date>.Expected: No new checkpoint, session, or memory containing that marker appears.
5. Cross-client handoff
Create a checkpoint in client A and ask for the same marker in client B.
Expected: Client B retrieves the goal, decisions, current state, and next steps without you copying the original chat.
When a test fails
First verify that Palim is active in the current chat and that its tools are visible. Then check whether the durable instruction is stored at the right scope. If an explicit Palim prompt works but the automatic call does not, the client did not apply the behavioral instruction reliably; make the rule shorter and more specific.
Optional Palim skill
A skill is useful when your agent repeatedly performs the same multi-step Palim workflow. For one static rule, Custom Instructions, Project Instructions, CLAUDE.md, or AGENTS.md are simpler and cheaper.
Create palim-workflow/SKILL.md with this content:
---
name: palim-workflow
description: Use when a task continues earlier work, needs prior project decisions, creates a substantial result, or requires a handoff through Palim. Do not use for trivial exchanges or content excluded from storage.
---
# Palim workflow
1. Before answering continuity questions, retrieve Palim context.
- Use `palim_get_brain` at the start of substantial project work.
- Use `palim_search` or `palim_get_context` for a topic.
- Use `palim_search_by_date_range` for a stated time period.
- Load complete sessions only when the summary is insufficient.
2. Ground claims about earlier work in successful Palim results. If nothing is
found, say so; never invent prior context.
3. After a substantial result, decision, reliable finding, or change of direction,
call `palim_save_context` with a self-contained handoff. Reuse the session ID
returned earlier in the same chat.
4. Use `palim_save_session` only when a complete transcript is explicitly useful
or requested.
5. Store durable facts, preferences, and standing decisions with `palim_add_memory`.
6. Never store trivial exchanges, secrets, or content the user excluded from Palim.
7. Do not announce routine Palim calls unless the result affects the answer or the
user asks for confirmation.Install the skill only in clients that support Agent Skills. Then use a prompt such as “Continue Project Atlas from where we left off” to verify that the skill loads and retrieves Palim context before answering.
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