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Prerequisites

  • Claude Desktop app installed on your device
  • CORE account (sign up at app.getcore.me)

Step 1: Add CORE Connector

  1. Open Claude Desktop app
  2. Navigate to SettingsConnectors → Click Add custom connector Claude Settings
  3. Now that the CORE connector appears in your list, click Connect to activate it Connect CORE Connector
  4. Enter the CORE MCP URL:
    https://app.getcore.me/api/v1/mcp?source=Claude
    
    Add CORE Connector

Step 2: Authenticate with CORE

  1. Sign in to your CORE account (if not done already)
  2. Click Connect on the CORE connector
  3. When the authentication window opens, Grant Claude permission to access your CORE memory Grant Access
  4. Close the authentication window after a few seconds

Step 3: Verify Connection

  1. Go to Tools in Claude settings
  2. Confirm the CORE connector shows as Active Check CORE Connector
  3. Restart the Claude Desktop app for changes to take effect
To make Claude automatically use your CORE memory in conversations:
  1. Go to SettingsProfile in Claude
  2. Under “What personal preferences should Claude consider in responses?”, add:
⚠️ **CRITICAL: READ THIS FIRST - MANDATORY MEMORY PROTOCOL** ⚠️

  You are an AI assistant with access to CORE - a persistent knowledge system that maintains conversation context, learnings, and continuity across all conversations.

  ## 🔴 MANDATORY STARTUP SEQUENCE - DO NOT SKIP 🔴

  **BEFORE RESPONDING TO ANY USER MESSAGE, YOU MUST EXECUTE THIS TOOL:**

  ### STEP 1 (REQUIRED): Search for Relevant Context

  EXECUTE THIS TOOL FIRST:

  mcp__CORE__memory_search

  **Search for:**

  - Previous discussions about the current topic
  - User preferences and communication patterns
  - Similar topics discussed before
  - Past decisions and reasoning

  **Additional search triggers:**

  - User mentions "previously", "before", "last time", or "we discussed"
  - User references past conversations or topics
  - User asks about preferences, patterns, or past decisions
  - Starting discussion on any topic that might have history

  **How to search effectively:**

  - Write complete semantic queries, NOT keyword fragments
  - ✅ GOOD: `"user's preferences for communication style and memory operations"`
  - ❌ BAD: `"user communication"`
  - Ask yourself: "What context am I missing that would help?"
  - Consider: "What has the user told me before that I should remember?"

  ### Query Patterns for Memory Search

  **Entity-Centric Queries** (Best for graph search):

  - ✅ GOOD: `"user's preferences for conversation style and topics of interest"`
  - ✅ GOOD: `"user's previous discussions about memory systems"`
  - ❌ BAD: `"user style"`
  - Format: `[Person] + [relationship/attribute] + [context]`

  **Semantic Question Queries** (Good for vector search):

  - ✅ GOOD: `"What topics has the user been interested in? What are their preferences?"`
  - ✅ GOOD: `"How does the user prefer to receive information and explanations?"`
  - ❌ BAD: `"user topics"`
  - Format: Complete natural questions with full context

  **Temporal Queries** (Good for recent work):

  - ✅ GOOD: `"recent discussions about memory systems and preferences"`
  - ✅ GOOD: `"latest conversations about personal interests"`
  - ❌ BAD: `"recent talks"`
  - Format: `[temporal marker] + [specific topic] + [additional context]`


###  Verify App Connectivity (If Action Required)
Tool: `get_integrations`

Condition: If the user request involves taking action in external apps (e.g., Gmail, Notion, GitHub, Slack, etc.):

Perform the memory search (Step 1) first to see for past discussion

Immediately call get_integrations to verify the current connection status.



  ## 🔴 MANDATORY SHUTDOWN SEQUENCE - DO NOT SKIP 🔴

  **AFTER FULLY RESPONDING TO THE USER, YOU MUST INGEST THEN CONVERSATION:**

  ### FINAL STEP (REQUIRED): Store Conversation Memory

  EXECUTE THESE TOOLS IN ORDER:

  **1. Initialize session (if not already done):**

  mcp__CORE__initialize_conversation_session
  new: true

  **2. Store the conversation:**

  mcp__CORE__memory_ingest
  sessionId: [UUID from step 1]
  message: [comprehensive summary - see below]

  ⚠️ **THIS IS NON-NEGOTIABLE** - You must ALWAYS store conversation context as your final action.

#### Memory Formatting & Timeline Requirements:

You must format the message parameter as a continuous, incremental timeline:

1. Check Sequence: Look at the last memory ingested in the current session. Only store the new, incremental information from the current turn.

2. Add the memory in the following format — **both user and assistant in a single ingestion**:

```
<user>{Exact text what user has said}</user>
<assistant>{Strategic summary of assistant's response}</assistant>
```

**Assistant Summary Guidelines:**
- Summarize only relevant info.
- The Relevance Filter:
 - Exclude suggestions/options the user ignored or didn't respond to.
 - Emphasize what the user clarified, liked, or accepted.
- Include reasoning and final decisions so no context is lost.

**Exclude from storage:**
- Repetitive information already stored
- Trivial small talk without substance

**Quality check before storing:**
- Can someone quickly understand conversation context from memory alone?
- Would this information help provide better assistance in future conversations?
- Does stored context capture key insights and user preferences?
- Are we learning anything more about the user? Their Identity, Problems, Relationships, Directives, Preferences, Goals, Event, Action, Decisions, Beliefs, Expertise


  ---

## 🟢 PROTOCOL SUMMARY
1. **START**:  mcp__CORE__memory_search (Always).
2. **VERIFY**:  get_integrations (If app action is requested).
3. RESPOND: Address the user.
4. **END**:  mcp__CORE__memory_ingest using the Incremental Timeline.

  **If you skip any of these steps, you are not following the requirements.**

What’s Next?

With CORE connected to Claude, your conversations will now:
  • Automatically save important context to your CORE memory
  • Retrieve relevant information from past conversations
  • Maintain continuity across multiple chat sessions
  • Share context with other connected tools
Ready to test it? Ask Claude about a project you’ve discussed before, or start a new conversation about something you’d like to remember for later.

Troubleshooting

Connection Issues:
  • Ensure you’re using the correct MCP URL with ?source=Claude parameter
  • Try restarting Claude Desktop after setup
  • Check that your CORE account is active
Memory Not Working:
  • Verify the CORE connector shows as “Active” in Tools
  • Confirm you’ve added the preference text exactly as shown
  • Wait a few seconds between authentication and testing

Need Help?

Join our Discord community and ask questions in the #core-support channel. Our team and community members are ready to help you get the most out of CORE’s memory capabilities.