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Strata

Shared memory for agent fleets — a system that lets many agents read from and contribute to a common, structured memory without any one of them corrupting it.

A single agent rediscovers everything it needs. A fleet of agents working in isolation rediscovers everything every time, in parallel. Strata is the layer between them that lets a fleet's performance compound.

Read docs/philosophy.md for the full theoretical grounding — the problem, why naive sharing fails, and the concepts the design rests on. Read CONTEXT.md for the canonical vocabulary all code uses (23 terms, no synonyms).


How Strata works

Memory is organised into scopes arranged into ordered strata. Agents are sessions running a skill, bound to one scope. Every write is a contribution to the target scope's scope-manager — an LLM-driven agent that judges the contribution as a binding directive, non-binding context, or declines it. Each scope has two layers of memory: an append-only record (audit trail) and a scope summary (the curated working view). When an agent reads, it gets a perspective: a composed, provenance-labelled view of its own scope summary plus inherited scopes up the strata. Chain edges carry directives down and bind; reference edges carry the referenced scope's publication across, and never bind.

The V1 architecture decision is documented in docs/adr/0001-v1-architecture.md.


Status

V1.2 shipped. Local Python service with SQLite + markdown storage, Anthropic-hosted scope-managers, FastAPI HTTP surface, file-canonical fleet.yaml with in-memory mirror (ADR 0002), strata launch for frictionless Claude Code session binding (ADR 0003), a read-only browser-based Console, and a Claude Code MCP plugin + skills.

V1.2.1 shipped — H2 foundations per ADR 0004: embedded mode (the MCP server operates directly on the record store; the FastAPI backend is the UI layer only), real perspective composition (the agent's read walks the inter-stratum ancestor chain), parent-aware scope-managers, and lazy refresh + bounded summaries via a pre-session hook.

V1.3 shipped — brownfield install per ADR 0005: strata register for two-command onboarding of any foreign project, per-project .strata/config.toml discovery, strata-mcp console script (no more Python-path gymnastics), skills vendored as package data, preflight checks on strata start / strata launch, and honest provenance — the MCP server refuses to start without a valid scope binding.

V1.5 shipped — embedded-mode cleanup (issues #64, #52): the CLI inspection commands (scopes / summary / record) now read the record and summary stores directly instead of proxying through the Console backend, and the now-dead STRATA_BACKEND_URL was removed.

What comes next is captured in docs/ROADMAP.md — the enduring design principles and the sequenced direction the project is heading. See also the Architecture decisions section below for the ADRs already landed.


Quick start

A first-time, copy-paste-able run. Five steps, ~5 minutes.

1. Prerequisites

  • Python 3.11 or newer. Check: python3 --version. If your system Python is older, install 3.11+ via pyenv, your package manager, or python.org.
  • make (usually preinstalled on macOS/Linux; xcode-select --install on macOS if missing).
  • An Anthropic API key. Get one at https://console.anthropic.com/. It's only needed to make real scope-manager calls — the test suite mocks them, so you can run tests without it.

2. Clone and install

git clone https://github.com/oren198/Strata.git
cd Strata
make install        # editable install + dev extras

make install runs pip install -e ".[dev]". If you prefer an isolated virtual environment first:

python3 -m venv .venv
source .venv/bin/activate   # Windows: .venv\Scripts\activate
make install

3. Set your API key

Either export it in your shell:

export ANTHROPIC_API_KEY=sk-ant-...

…or create a .env file at the repo root (auto-loaded by the backend):

ANTHROPIC_API_KEY=sk-ant-...

Without a key you can still run make test and make lint, but live contributions will fail when the backend tries to call the model.

4. Start everything with one command

strata start

This (a) applies SQLite migrations to ./strata.db, (b) auto-seeds fleet.yaml from the bundled dev-team starter template because no fleet.yaml exists yet, and (c) launches the FastAPI server. Per ADR 0002, the backend then reads fleet.yaml directly into an in-memory FleetConfig mirror — there is no separate "bootstrap into DB" step.

Success looks like this:

seeded fleet.yaml from the default template; edit to suit

Strata backend → http://127.0.0.1:8000
Strata Console → http://127.0.0.1:8000/

INFO:     Uvicorn running on http://127.0.0.1:8000 (Press CTRL+C to quit)

Now open http://127.0.0.1:8000/ in your browser — you should see the Strata Console with three lanes (Executive / Function / Team) and four scope bubbles (CEO, Engineering, Architect, Backend Dev). Leave strata start running.

5. Make a contribution and watch memory update

In a second terminal (the first is busy serving):

curl -s -X POST http://localhost:8000/contribute \
  -H "Content-Type: application/json" \
  -d '{
    "scope_id": "g_arch",
    "content": "all services use gRPC, not REST",
    "proposed_classification": "directive",
    "subject": "rpc-protocol",
    "supersedes": null,
    "contributor": {
      "scope_id": "g_arch",
      "skill": "architect",
      "session_id": "sess_demo",
      "ts": "2026-05-23T20:00:00Z"
    }
  }' | jq

Expected response (decision text may vary — the LLM judges):

{
  "contribution_id": "c_xxxxxx",
  "judgment": {
    "decision": "accept_as_directive",
    "reasoning": "...",
    "summary_updated": true
  }
}

Then inspect the result:

strata summary g_arch        # see the new directive in the curated summary
cat summaries/g_arch.md      # same content as a markdown file
strata record g_arch         # full contribution + judgment log

The UI tab will reflect the change within ~5 seconds (it polls).

Stopping

Ctrl+C in the terminal running strata start. State persists across restarts in ./strata.db and ./summaries/.

Troubleshooting

Symptom Fix
Anything looks broken and you're not sure why Run strata doctor first — it checks config, DB, fleet.yaml, Claude Code wiring, and agent binding in one pass and names the fix for each failure.
strata: command not found You didn't run make install, or your venv isn't activated. Re-run make install.
Address already in use on port 8000 Another process owns the port. Either stop it or run strata start --port 8001.
strata scopes says Connection refused The backend isn't running. Start it with strata start in another terminal.
Contribution returns 500 with scope_manager_failure Your ANTHROPIC_API_KEY is missing or invalid. Check step 3.
Want to start over with a fresh DB rm -f strata.db && rm -rf summaries/, then strata start re-bootstraps.

Quick Start for an existing project

This section is for users who have an existing project and want to add Strata as its memory layer — without cloning this repo or touching their project's Python runtime.

Two universal commands, then you're ready:

pipx install strata-mem    # install strata in an isolated env; puts strata + strata-mcp on PATH
cd /path/to/your/project
strata register              # idempotent: creates .strata/, seeds fleet.yaml, wires Claude Code

PyPI distribution name vs. import/CLI names. The Strata engine is published to PyPI as strata-mem (the name strata was already taken by an unrelated, dormant package — see issue #49; the decision is ADR 0009). Everything you actually type stays strata: import strata in Python, and the strata / strata-mcp console scripts on your PATH. Only the pipx install / pip install argument differs.

What strata register does

strata register is strictly additive — it never overwrites files you've already edited:

  1. Creates .strata/ directory and config.toml (relative paths, portable workspace).
  2. Appends a # Strata block to .gitignore (ignores the DB and venv, never fleet.yaml).
  3. Seeds .strata/fleet.yaml from a minimal template (1 scope, ready to edit).
  4. Copies the strata, strata-worker, and strata-inspect skills to .claude/skills/.
  5. Merges a strata entry into .claude/settings.json's mcpServers block.
  6. Installs the freshness Stop-hook: copies .claude/hooks/strata-stop-hook and merges a hooks.Stop entry into .claude/settings.json (see Memory-freshness Stop-hook).

Run it again at any time — it skips everything that already exists and reports what it kept. Every step is additive: your own mcpServers, hooks, skills, and fleet.yaml are never overwritten.

After registration

# Edit your fleet to match your team
$EDITOR .strata/fleet.yaml

# Set your scope binding in the shell that opens Claude Code
export STRATA_AGENT_SCOPE=g_root       # scope ID from your fleet.yaml
export STRATA_AGENT_SKILL=strata-worker  # your role name

# Open Claude Code — the MCP server validates the binding at startup
claude

The MCP server starts with strata-mcp (on your PATH from pipx). It reads .strata/config.toml automatically — no STRATA_DB_PATH or STRATA_FLEET_CONFIG env vars needed. If binding is wrong (scope unknown, skill not permitted), the server exits immediately with an actionable message.

Something not working? Run strata doctor — it checks your project config, DB, fleet.yaml, Claude Code wiring (MCP entry, Stop hook, skills), and agent binding env vars in one pass, entirely offline (no backend needs to be running), and tells you exactly what to fix.

.strata/config.toml vs .strata-role

Two per-project files, two independent jobs:

  • .strata/config.toml — storage paths (DB, fleet YAML, summaries dir). Created by strata register. Machine-oriented; says where memory lives.
  • .strata-role — an optional default (scope, skill) binding for strata launch (see below). Created by hand, committed to git; says who you are by default.

Neither implies the other: you can have storage configured with no default role (strata launch prompts interactively), or a role file pointing at a scope that resolves storage from config.toml as usual.

Checking for skill updates

After pipx upgrade strata-mem, run:

strata register --diff       # shows what would change if you re-ran register

Review the diff and copy the pieces you want manually. Strata never silently overwrites skills or settings you've already customised.

Memory-freshness Stop-hook

Reading fleet memory and never writing back lets a scope's memory quietly go stale. strata register wires a Claude Code Stop hook that closes that loop at each turn end. It is engine-owned (shipped as package data, installed like the skills) and strictly additive — your own Stop hooks are left untouched.

How it works. At every turn end the hook reads the session's mechanical read/contribute counters (the .strata/sessions/ state files — no judge, no memory write). When a session has read fleet memory a few times and recorded nothing back, the gate opens. What happens then depends on the mode:

  • Default (background) mode. The hook does not block your prompt. It spawns a detached, headless evaluator and returns immediately. The evaluator reads the session transcript tail and decides whether the session produced a memory-worthy outcome: if so it drafts a contribution and submits it through the normal judged path — the scope-manager gates admission exactly as it does for a contribution you write yourself; if not, it records a mechanical decline. Either outcome resets the session's counters, so you are nudged at most once per stale stretch, never per turn. The evaluator is best-effort: no .strata project, no session state, no API key, or any error all degrade to a silent no-op. It never writes memory without judgment — only the decline is mechanical.

  • Strict (blocking) mode — opt in with STRATA_FRESHNESS_STRICT=1. Instead of spawning an evaluator, the hook blocks the stop once with a contribute-or-decline instruction fed back to the agent, then lets it proceed (it respects Claude Code's stop_hook_active flag, so it never loops). This is more insistent but interrupts interactive use, so it is off by default.

At most one evaluator runs per session at a time (a lockfile beside the session state, with a stale-lock TTL), and the gate is always checked before spawning.

Windows: session-state counters are not cross-process locked. The MCP server and the detached evaluator both read-modify-write the same .strata/sessions/ state file. On POSIX each update takes an advisory fcntl.flock on a per-session <session_id>.json.lock file, so concurrent updates serialize and no increment is lost. Windows has no fcntl, and Strata deliberately does not substitute msvcrt.locking (it locks byte ranges and cannot wait on another process, so emulating an advisory lock means a spin-and-retry loop — a wrong lock is worse than a documented absence of one) and pulls in no dependency for it. On Windows the update therefore runs unlocked: writes stay atomic, so a file is never torn or corrupted, but two simultaneous updates can lose one increment. Nothing judged or memory-bearing rides on these counters — they are the mechanical substrate for the read-time nudge and this hook — so the worst case is one nudge firing a turn early or a turn late.

Environment variables:

Variable Effect
STRATA_FRESHNESS_STRICT 1 switches the hook to strict (blocking) mode. Unset/anything else = default background mode.
STRATA_EVALUATOR_MODEL Overrides the evaluator's drafting model (default claude-haiku-4-5-20251001). The scope-manager that judges the draft is unaffected.

Non-Claude-Code harnesses. The hook is a documented contract, not magic — this is the mechanism's honest limit. Any harness that can run a command at turn end can reproduce it:

  1. At each turn boundary, run strata freshness-hook, passing a JSON object on stdin with at least transcript_path (path to the session transcript) and stop_hook_active (whether the stop was already blocked once this turn).
  2. Ensure the session's identity env vars (STRATA_AGENT_SCOPE, STRATA_AGENT_SKILL, STRATA_AGENT_SESSION_ID) are set the same way the MCP server sees them — the hook keys the session state by STRATA_AGENT_SESSION_ID.
  3. In default mode the command exits 0 and (when the gate is open) spawns the detached evaluator itself. In strict mode it prints a {"decision":"block","reason":"…"} JSON object on stdout that your harness must feed back to the agent and honour as a one-time block.

Harnesses that cannot run a turn-end command get none of this automatically — the substrate (the #110 counters, strata_session_stats, the read-time nudge) still works, but the turn-boundary evaluator does not fire without a hook to trigger it.

No Python 3.11+ globally? Use --bootstrap-venv

If pipx can't find Python 3.11+ (locked-down corporate environment), use:

strata register --bootstrap-venv

This creates .strata/.venv/ with strata installed, and updates .claude/settings.json to point at the absolute venv path. The .strata/.venv/ directory is gitignored automatically. Note: this downloads ~100MB of Python deps.

Using Strata with Codex CLI

strata register --harness codex

This does the same per-project setup as plain strata register (.strata/, fleet.yaml, .gitignore), but instead of wiring .claude/settings.json it merges Strata's config into the OpenAI Codex CLI's own config file — $CODEX_HOME/config.toml, which defaults to ~/.codex/config.toml. That is a user-level file, not a per-project one, matching how Codex's own codex mcp add manages it. Like strata register for Claude Code, the merge is strictly additive and idempotent: your existing config.toml — comments, other mcp_servers entries, everything — is left untouched, and re-running strata register --harness codex is a no-op.

What this gives you, and how confident to be in each part:

  • MCP config — verified; the live read → contribute → judged-verdict flow is not yet run. Codex CLI's support for [mcp_servers.<name>] in config.toml is verified hands-on against codex-cli 0.149.0: codex mcp add round-trips through config.toml and back out through codex mcp list / codex mcp get byte-for-byte, and strata register --harness codex writes exactly that shape — confirmed against a real codex-cli 0.149.0 binary, not just the docs. What that proves is that Codex's MCP client will find and launch strata-mcp with the configured env. It does not prove the full memory flow works, because no session with real OpenAI credentials has driven strata-mcp's tools from inside Codex — that is item 1 in the live-verification checklist below.

    Two things to know before you rely on this:

    Codex does not interpolate ${VAR}-style values inside config.toml — env values are literal TOML strings, not shell-expanded. So register ships the merged block with empty placeholders:

    [mcp_servers.strata.env]
    STRATA_AGENT_SCOPE = ""
    STRATA_AGENT_SKILL = ""
    STRATA_AGENT_SESSION_ID = ""
    

    Fill these in with real values before running codex (or edit them per project/session — this file is user-level, so if you work across multiple Strata projects with Codex you'll want to keep them current, or maintain a <repo>/.codex/config.toml override — Codex's docs list that as a read location for trusted projects, though strata register --harness codex itself only writes the global file today). STRATA_AGENT_SESSION_ID is the sharpest edge here: session state is keyed by it, so a fixed literal value would merge every Codex session's freshness counters into one — there is currently no verified mechanism for Codex to hand a fresh, per-session value into a literal config.toml string. Leave it blank (or accept that merged-counter behavior) until this is resolved. It is also unverified whether Codex's MCP subprocess additionally inherits the launching process's environment on top of these literal env values, or replaces it — if it inherits, a literal empty string here could shadow a real value you exported before running codex. Both are live-verification checklist items (2 and 4 below).

  • Turn-boundary freshness hook — pending live verification. Register also merges a [[hooks.Stop]] block that runs strata freshness-hook at the end of each turn, following the same contract documented above under "Non-Claude-Code harnesses" (stdin JSON with transcript_path and stop_hook_active; the identity env vars set the same way the MCP server sees them). This is schema-verified only: codex exec --strict-config accepts the block without rejecting it, confirming codex-cli 0.149.0 understands the shape — but no session with real OpenAI credentials has ever actually triggered it, so whether the hook process fires at all, and whether it inherits STRATA_AGENT_* from the Codex process it's spawned from, is not confirmed. Until an operator with real OpenAI credentials verifies this (checklist items 3 and 4 below), treat the turn-boundary nudge as absent for Codex — the MCP config above is independently useful without it.

    strata unregister --harness codex reverses this wiring the same way strata unregister reverses the Claude Code wiring — only when the [mcp_servers.strata] table and the hooks.Stop block still byte-match what register wrote; an edited block is reported and left in place.

# what strata register --harness codex merges into config.toml
[mcp_servers.strata]
command = "strata-mcp"

[mcp_servers.strata.env]
STRATA_AGENT_SCOPE = ""
STRATA_AGENT_SKILL = ""
STRATA_AGENT_SESSION_ID = ""

[[hooks.Stop]]
[[hooks.Stop.hooks]]
type = "command"
command = "strata freshness-hook"
timeout = 30

Live-verification checklist. Everything above the line is either verified against a real codex-cli 0.149.0 binary or clearly labelled as schema-only. The gaps only real OpenAI credentials can close — run these, in order, in a scratch project, if you're the first to turn this on for real:

  1. MCP end-to-end (read → contribute → judged verdict). Run strata register then strata register --harness codex in a git repo, fill in STRATA_AGENT_SCOPE / STRATA_AGENT_SKILL in ~/.codex/config.toml (leave STRATA_AGENT_SESSION_ID blank for now — see item 4), then start codex in that directory and ask it to read Strata's fleet memory and then contribute something back. Go: the read returns real scope memory and the contribution gets an admitted/declined verdict from the scope-manager (check .strata/strata.db or the contribution log, not just "the tool call didn't error"). No-go: the MCP tools don't appear, or errors on connect — check codex mcp get strata first for a config problem before assuming the memory flow itself is broken.
  2. Env overlay vs. replace. Before running codex, export STRATA_AGENT_SCOPE=canary-value in your shell, but leave the config.toml entry as register's empty string. From inside Codex, have it call a tool that reveals what strata-mcp actually received for that var (temporarily log the server's received env on startup). If empty: the literal env table replaces the inherited environment — filling in literal values in config.toml is correct and sufficient, no further action needed. If canary-value: Codex overlays config env onto an inherited environment, so an empty-string literal shadows a real exported value — remove the placeholder keys from config.toml instead of leaving them blank, and rely on exporting the vars before launching codex.
  3. Stop hook fires at all. Temporarily swap command = "strata freshness-hook" for a debug script that dumps its stdin and os.environ to a file, complete one real Codex turn end-to-end (a prompt that gets a real response and stops), then check the file. Go: the file exists, and its JSON contains transcript_path (pointing at a real, readable .jsonl rollout file matching the session id in the Codex banner) and stop_hook_active. No-go: no file at all — the hook never fired; treat the turn-boundary path as non-functional and keep it documented as schema-verified-only.
  4. Env inheritance in the hook subprocess. Using the same debug capture from item 3, check whether STRATA_AGENT_SCOPE / STRATA_AGENT_SKILL / STRATA_AGENT_SESSION_ID (exported in the shell that launched codex) show up in the hook process's environment. Go: they're all present — export a real per-session STRATA_AGENT_SESSION_ID before each codex session and the freshness hook keys session state correctly. No-go: they're missing — there is no way to key session state correctly for this path yet; leave the merged Stop-hook block installed-but-inert (or remove it with strata unregister --harness codex) until a delivery mechanism exists.
  5. Write down the answer. Whatever items 1–4 find, update this section (and docs/marketing/CODEX-surface-2026-08.md in the marketing repo, if you have access to it) so the "pending live verification" labels reflect reality instead of staying permanently hedged.

Undoing it: strata unregister

strata unregister reverses register's wiring. Like register, it is strictly conservative — it removes each artifact only when it still matches what register wrote, and reports (leaving in place) anything you have since edited:

strata unregister               # remove the wiring; keep your .strata/ memory
strata unregister --dry-run     # preview every action, write nothing
strata unregister --purge-data  # also delete .strata/ (fleet.yaml, DB, summaries)

What it does, step by step:

  1. Removes the managed # Strata block from .gitignore, leaving every other line byte-for-byte unchanged. An edited block is reported and left.
  2. Removes the mcpServers.strata entry from .claude/settings.json, preserving all your other keys. If you customised the entry, it is left in place and reported.
  3. Removes each of the strata, strata-worker, and strata-inspect skills only if byte-identical to the shipped version. A modified or older-version skill is left alone and reported.
  4. Removes the freshness Stop-hook — both the hooks.Stop entry from .claude/settings.json (only when it byte-matches what register wrote; your own Stop hooks are preserved) and the .claude/hooks/strata-stop-hook script (only when byte-identical to the shipped version).
  5. Leaves your .strata/ workspace untouched — that is memory, not wiring. Pass --purge-data to remove it too (--dry-run --purge-data previews the purge without deleting).

With --harness codex (matching strata register --harness codex), steps 2–4 above are replaced by the reverse of the Codex merge: the [mcp_servers.strata] table and the freshness hooks.Stop block are removed from $CODEX_HOME/config.toml only when each still byte-matches what register wrote; .claude/settings.json is untouched. Steps 1 and 5 are unchanged.

Exit code: 0 on success, including when there is nothing to do (running it on an unregistered project is a safe no-op). It exits 1 when something you asked to remove was left in place because it had been edited — so scripts can detect the partial case.


More commands

Inspect memory from the terminal

strata scopes              # list the fleet's strata, scopes, edges
strata summary <scope_id>  # curated summary (directives + context)
strata record  <scope_id>  # every contribution + judgment in the scope's record

Advanced subcommands

strata doctor                                    # diagnose config/DB/fleet/wiring/binding, offline
strata migrate                                  # apply pending SQLite migrations only
strata bootstrap --config path/to/fleet.yaml    # validate a fleet YAML (no DB writes)
strata start --reload                           # uvicorn auto-reload (dev mode)
strata start --port 8001                        # serve on a different port

The original make targets (make migrate, make bootstrap, make run, make test, make lint, make smoke) still work and are useful when hacking on Strata itself.

strata launch — frictionless CC session binding (ADR 0003)

strata launch [scope_id] validates the target scope against fleet.yaml directly (embedded mode — no backend required), resolves the skill from the scope's declaration, generates a session ID, and hands the session off to claude with STRATA_AGENT_SCOPE, STRATA_AGENT_SKILL, and STRATA_AGENT_SESSION_ID already set. Run strata start only if you also want the Console UI.

strata launch g_arch                            # use default_skill from fleet.yaml
strata launch g_arch --skill evidence-summarizer  # override skill
strata launch g_arch --session my-sess          # override auto-generated session ID
strata launch                                   # pick from interactive list, or use .strata-role

.strata-role — per-project default binding

Place a .strata-role file at the root of a project repo so that strata launch (with no positional argument) binds automatically:

scope = "g_arch"
skill = "code-writer"   # optional; resolved from fleet.yaml if omitted

The file is committed to git alongside the project. When you open the repo and run strata launch, Strata finds the file, validates the scope, and launches claude already bound — no manual export step needed.

Platform notes

strata launch works on POSIX and Windows. On POSIX it execvps claude, so the launcher process is replaced outright. Windows has no real exec, so the launcher resolves claude on PATH (including .cmd/.exe shims), spawns it as a child sharing the console, and forwards its exit code. Ctrl-C reaches the claude session in both cases, and the child's exit code becomes the exit code of strata launch.

Upgrading from V1.1 to V1.2

V1.2 moves fleet configuration (strata, scopes, edges) out of SQLite and into a file-canonical fleet.yaml (ADR 0002). Before upgrading, export your existing fleet shape so it isn't lost when migration 0002 drops the SQL fleet tables:

  1. Upgrade code — pull V1.2 (git pull, make install). The migration has not run yet.
  2. Export your fleet — reads the still-present V1 tables and writes fleet.yaml:
    strata export-fleet          # writes ./fleet.yaml from ./strata.db
    # or specify paths explicitly:
    strata export-fleet --db /path/to/strata.db --out /path/to/fleet.yaml
    
  3. Start V1.2 — applies migration 0002 (drops the SQL fleet tables) and loads the exported config:
    strata start
    

strata start will refuse to proceed if you forget step 2: it detects a V1 fleet config in the DB with no fleet.yaml and exits with an actionable error pointing you back to strata export-fleet.

After step 3, edit fleet.yaml by hand to add per-scope skill declarations (default_skill, permitted_skills) as needed for strata launch (ADR 0003).

Strata Console UI

Open http://127.0.0.1:8000/ while the backend is running — a graph and list view of the current fleet state, polling every 5 s, plus four new tabs and an in-place operator-correction surface described in docs/console.md and the Console section below. Automatic memory writes (accept/decline) still flow only through strata.contribute; the Console's own write path is limited to the two in-person operator corrections (Replace / Retire a directive), each behind a confirm dialog. To point the UI at a non-default backend, edit the <meta name="strata-api-base" content="..."> tag in src/strata/_ui/index.html.

Run the tests

make test         # full suite (scope-manager mocked)
make smoke        # end-to-end smoke (bootstrap → contribute → summary)
make lint         # ruff check + ruff format --check

To run the (skipped-by-default) integration test that hits the real Anthropic API:

STRATA_RUN_INTEGRATION=1 ANTHROPIC_API_KEY=... pytest tests/test_scope_manager.py -v

Console

strata start

...then open http://127.0.0.1:8000/ui/index.html in a browser. The Console is local-only — it talks to the backend strata start just launched on your own machine, nothing external. Alongside the memory graph and settings, it has four new tabs, plus in-place Replace/Retire actions in the scope drawer; see docs/console.md for the full description of each:

  • Turned down — every contribution the scope-manager refused for a scope, with the reason given, plus a separate mechanical count of sessions that read the scope and recorded nothing.
  • Freshness — every active scope ranked by how many sessions have read it since anything new was accepted, with a fleet-wide breakdown of sessions that contributed, closed out with nothing to record, or read silently.
  • Record — one scope's full append-only contribution record, newest first, in plain language.
  • View as — exactly what an agent bound to a scope receives on a read, broken into layers with a rough token-weight estimate for each.
  • Operator corrections — replace or retire one of a scope's own directives in person, each action behind a confirm dialog.

Configuration

Per-project: .strata/config.toml

When strata register has been run, the project root contains .strata/config.toml with relative storage paths:

db = ".strata/strata.db"
fleet_yaml = ".strata/fleet.yaml"
summaries_dir = ".strata/summaries"

The MCP server walks up from its current directory to find this file. When present, it takes precedence over the env vars below — no shell exports needed for storage paths.

Environment variables

All settings are env-var driven, prefixed STRATA_. When .strata/config.toml is present, the first three are ignored for the MCP server (project config wins):

Variable Default Purpose
STRATA_DB_PATH ./strata.db SQLite path for the record store (overridden by config.toml)
STRATA_SUMMARIES_DIR ./summaries Directory for per-scope summary files (overridden by config.toml)
STRATA_FLEET_CONFIG ./fleet.yaml Fleet YAML (overridden by config.toml)
STRATA_AGENT_SCOPE (required) The scope this session acts at — MCP server refuses to start if unset
STRATA_AGENT_SKILL (required) The skill identifier for provenance — MCP server refuses to start if unset
STRATA_AGENT_SESSION_ID (auto) Session identifier — auto-generated when absent
STRATA_MANAGER_MODEL claude-haiku-4-5 Model used by scope-managers
STRATA_ANTHROPIC_API_KEY (unset) Optional; falls back to ANTHROPIC_API_KEY
STRATA_FRESHNESS_STRICT (unset) 1 switches the freshness Stop-hook to strict (blocking) mode (details)
STRATA_EVALUATOR_MODEL claude-haiku-4-5-20251001 Model the freshness evaluator drafts with (the judge is unaffected)

A local .env file is loaded automatically.

STRATA_BACKEND_URL was removed in 1.5.0 (issue #52). The CLI inspection commands (scopes / summary / record) now read the record and summary stores directly, like every other embedded-mode consumer (ADR 0004 Decision 1) — no backend needs to be running.


Project layout

README.md                # This file
CONTEXT.md               # Canonical glossary (23 terms — single source of vocabulary)
docs/
  philosophy.md          # Theoretical foundations — why Strata exists
  ROADMAP.md             # Enduring principles + sequenced direction (post-V1.2)
  adr/
    0001-v1-architecture.md
    0002-fleet-config-source-of-truth.md
    0003-strata-launch-cc-binding.md
src/strata/              # Python backend package
  app.py                 # FastAPI app + endpoints (serves _ui/ at /ui)
  settings.py            # pydantic-settings config
  record_store.py        # SQLite repository (append-only record + fleet config)
  summary_store.py       # Markdown on-disk scope summaries
  scope_manager.py       # LLM judgment layer (Anthropic tool use)
  bootstrap.py           # YAML fleet config loader/applier
  mcp/
    server.py            # FastMCP stdio server; operates directly on RecordStore + SummaryStore
  _skills/               # Canonical skill files vendored as package data
    strata/Skill.md      # CC skill: orientation / first-time use
    strata-worker/Skill.md  # CC skill: parametric worker — reads STRATA_AGENT_SCOPE/SKILL
    strata-inspect/Skill.md # CC skill: read-only browser
  _migrations/           # SQLite schema migrations (package data)
  _templates/            # Starter fleet.yaml templates (package data)
  _ui/                   # Strata Console (package data; no build step — Babel-standalone)
    index.html           # Entry point; served at /ui/index.html
    app.jsx              # Root app, backend polling, read-only state
    atoms.jsx            # Shared UI atoms (Icon, Field, Toast, Modal …)
    graph.jsx            # Force-directed scope graph
    scope-detail.jsx     # Scope drill-in: backend summary + scope info
    settings.jsx         # Settings screen (display prefs + fleet read-only view)
    tweaks-panel.jsx     # Floating tweaks panel
    store.js             # API client (fetch /scopes, /scopes/{id}/summary)
    atlas.css            # Atlas design system tokens + component classes
  project_config.py      # .strata/config.toml walk-up loader (ADR 0005 Decision 2)
.claude/
  skills/
    strata/              # CC skill (copy used in Strata-repo sessions)
    strata-worker/       # CC skill (copy used in Strata-repo sessions)
    strata-inspect/      # CC skill (copy used in Strata-repo sessions)
  settings.example.json  # Example MCP-server registration block (command: strata-mcp)
tests/                   # pytest suite
src/strata/_templates/   # Bundled starter fleets (dev-team.yaml is the default seed;
                          #   minimal.yaml/research-group.yaml/support-org.yaml also ship)
Makefile                 # Common tasks (install / test / lint / run / migrate / bootstrap / smoke)
pyproject.toml           # Project metadata + deps + ruff/pytest config

Running Strata in Claude Code

The MCP server operates directly on the SQLite record store and summary files (ADR 0004 Decision 1, "embedded mode"). The FastAPI backend is the Console UI layer; running strata start is required only to view the UI. The agent loop — contributions, scope-manager judgments, perspective reads — works whether the backend is up or down.

Entitlement-scoped reads (issue #48; ADR 0006 D3/D4): strata_read_perspective, strata_read_scope_summary, and strata_read_scope_record default to your bound scope (STRATA_AGENT_SCOPE) when called with no scope_id. An explicit scope_id for strata_read_scope_summary reaches your bound scope, its inter-stratum ancestors, and any scope referenced by a scope on that chain via a reference edge — at any stratum distance, per ADR 0010 (context surface); strata_read_scope_record and strata_read_perspective's target stay chain-only — records audit the authority that binds you, and a perspective composes your own chain, not a peer's. strata_read_perspective itself composes those same chain-referenced scopes in as labelled, non-binding peer_reference layers (binding: false) alongside the chain's self/ancestor layers (binding: true) — a referenced scope's directives inform the reader but never bind them. Unreferenced scopes and descendants stay refused everywhere. This supersedes the old HTTP-parity note for strata_read_scope_record: it now loads the fleet on every call to run this check, so reading your own scope's record while it has no rows still returns the empty record shape ({"contributions": [], "judgments": []}), but a scope outside your entitled surface raises instead of silently returning an empty record.

For a foreign project: use strata register (see Quick Start for an existing project above). The steps below are for developing on Strata itself.

1. Start the backend (optional — Console UI only)

strata start

The backend is only required if you want the browser Console UI at http://127.0.0.1:8000/. MCP tool calls work with or without it.

2. Register the MCP server in Claude Code

After running strata register, .claude/settings.json already contains the correct mcpServers.strata entry. This applies to the Strata repo itself too: the MCP server refuses to start without a discoverable .strata/config.toml (ADR 0005 D5), so for developing on Strata run strata register once from the repo root — it is strictly additive, and the created .strata/ workspace is gitignored. The settings entry it merges is:

{
  "mcpServers": {
    "strata": {
      "command": "strata-mcp",
      "env": {}
    }
  }
}

Set STRATA_AGENT_SCOPE and STRATA_AGENT_SKILL in the shell before launching claude. Storage paths are read from .strata/config.toml.

STRATA_AGENT_SKILL is a skill identifier recorded in provenance and validated against the scope's permitted_skills in fleet.yaml (when that list is set, the MCP server refuses to start on a mismatch). It does not select a Claude Code skill file — the same generic CC skill (strata-worker) works for any role at any scope.

3. Invoke a skill

The repo ships three CC skills under .claude/skills/:

Skill What it does
/strata First-time orientation: shows the fleet, helps you pick a role, points you to the next skill. Use once.
/strata-worker Binds the current CC session as a worker at STRATA_AGENT_SCOPE. Reads the perspective, contributes observations as context, contributes decisions as directive, cites memory back to you. The main skill you'll use.
/strata-inspect Read-only browser. Use when you want to look around without acting.

4. Worked example (multi-session)

Three terminals, three different roles, one shared Strata:

# Terminal 1 — backend
strata start

# Terminal 2 — architect (skills must be permitted for the scope in fleet.yaml;
# the dev-team template permits code-writer + evidence-summarizer here)
STRATA_AGENT_SCOPE=g_arch     STRATA_AGENT_SKILL=code-writer   \
STRATA_AGENT_SESSION_ID=sess_arch  claude
# Then in the CC session:  /strata-worker

# Terminal 3 — backend developer
STRATA_AGENT_SCOPE=g_backend  STRATA_AGENT_SKILL=code-writer   \
STRATA_AGENT_SESSION_ID=sess_dev   claude
# Then in the CC session:  /strata-worker

Each session contributes to the same backend. The developer captures implementation patterns as context; the architect ratifies recurring patterns into directives that bind everyone below. Watch the state evolve in http://127.0.0.1:8000/ (the Console UI) or run strata summary g_arch from a fourth terminal.

Several terminals on one machine are safe, even without the backend running. Every claude session above talks to its own strata-mcp process, and two of those processes — or a process and the optional Console backend — can end up contributing to the same scope at the same time. Each holds its own per-scope lock file under .strata/.locks/ for the moment it takes to append a contribution and, separately, for the moment it takes to judge one — the OS enforces that only one process holds a given lock file at a time, so two contributions to the same scope can never interleave and leave the summary out of sync with the record (ADR 0012). Nothing extra to start or configure: the lock files are created on demand next to your strata.db, so this holds whether or not strata start is running. (Windows: strata-mcp still serializes concurrent contributions inside one process; across processes it does not — see ADR 0012.)


Git workflow

  • main — the last verified version of Strata.
  • dev — the integration branch. All feature work merges here first.
  • feature/* — branched from dev, merged back into dev via PR.
  • Releases are PRs from devmain.

Architecture decisions

ADRs live under docs/adr/. Each captures a hard-to-reverse decision with context, alternatives, and consequences. The future direction — principles plus the next horizons — is in docs/ROADMAP.md.

Current ADRs:

  • 0001 — V1 architecture: local Python backend, SQLite + markdown storage, Claude Code as the agent runtime, scope-manager hosted as backend-spawned Anthropic API calls.
  • 0002 — Fleet config source of truth: fleet.yaml is canonical; SQLite holds only contributions and judgments; scope lifecycle (active/archived); per-scope skill declarations.
  • 0003 — strata launch CC binding: frictionless (scope, skill, session_id) binding via a single CLI command that validates, resolves, and execvps claude.
  • 0004 — H2 foundations: embedded mode (MCP server direct-store access), manager composition, lazy refresh, bounded summaries.
  • 0005 — Brownfield install: strata register two-command onboarding, per-project .strata/config.toml discovery, strata-mcp console script, skills as package data, honest provenance enforcement.

License

See LICENSE.

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