Prompts and tips
A connected assistant has two memory tools. A few lines in your own instructions decide whether it uses them every time or only now and then. Here is what to paste where, and the habits that keep a memory bank worth reading.
Why add instructions at all
GuardianMemory already tells every assistant how to use it when it connects: read the profile first, search before asking you to repeat yourself, save durable facts one at a time, never store secrets. But not every app shows a server's instructions to the model, and the ones that do weigh them below yours.
Your own custom instructions are read at the start of every conversation, in every chat. Adding GuardianMemory to them is the difference between an assistant that sometimes remembers and one that always checks first.
The instruction
This works in any assistant. It is written in the first person because it goes into your instructions; the memories it saves are still written in the third person, which is what the tools ask for.
For any assistant
GuardianMemory is my long-term memory, shared by every AI assistant I use. Use its tools (search_memory and create_memory) like this: - At the start of each conversation, call search_memory with no query to load my profile, and use it. - Before asking me something I may have told you before, search for it. - When you learn something worth keeping (a preference, a decision and the reason for it, a fact about my work, people or projects), save it with create_memory as one short sentence that makes sense on its own. - If something has changed, save the new version. The old one is retired automatically. - Never save passwords, keys or anything I ask you to keep private.
Where to paste it
-
Claude
On claude.ai or in the desktop app: Settings → Profile, in the box for personal preferences. It applies to every conversation. For one project only, paste it into that project's instructions instead.
-
ChatGPT
Settings → Personalization → Custom instructions. ChatGPT keeps a memory of its own too. Leave it on if you like: the instruction asks it to save to GuardianMemory as well, so your other assistants learn the same things.
-
Claude Code
Use the coding version below. Put it in
~/.claude/CLAUDE.mdto cover every project, or inCLAUDE.mdat the root of a repository to cover that one. -
Cursor
Settings → Rules. A user rule covers every project; a project rule in
.cursor/rules/travels with the repository. -
VS Code with GitHub Copilot
.github/copilot-instructions.mdin a repository is included with every chat request in that workspace. -
Windsurf and other editors
Add it as a global rule in the editor's rules settings, or as a rules file in the workspace so everyone on the project gets it.
-
Your own agent
Put it in the system prompt. Some clients prefix tool names (Claude Code shows
mcp__guardian__search_memory); the model matches them without help. -
Using the REST API
An agent calling the API directly needs the same guidance in its prompt, with the endpoints in place of the tool names.
For coding assistants
A coding assistant sees a lot that is not worth keeping. This version points it at decisions and conventions, and away from code and to-do lists.
For Claude Code, Cursor, Copilot and other coding assistants
## Memory GuardianMemory is the long-term memory shared by every assistant I use (tools: search_memory, create_memory). - Before starting a task, call search_memory for the project and the area you are working in, for example "billing service architecture" or "how we deploy". - Save decisions and the reasons for them, conventions, and gotchas you discover, one sentence each. Name the project in the sentence and tag it with the project name. - Do not save code, file contents, to-dos, or anything that only matters for this session. - Never save secrets, keys or credentials.
For a team bank
A connection pointed at a team bank saves where the whole team can read it, and cannot read your personal bank at all. Say so in the instructions for that assistant:
For an assistant connected to a team bank
This assistant is connected to our team's GuardianMemory bank. Everything you save there is visible to the whole team. - Search it before answering questions about how we do things. - Save team knowledge: decisions and why they were made, how our systems work, who owns what, and the conventions we follow. - Do not save anything personal about me or anyone else, opinions about colleagues, or anything confidential to one person.
Habits that keep it useful
-
Pin the handful that always matter
Pinned memories lead the profile every assistant reads first. How you write, what you are building, who you work for. Five or six good pins beat a hundred stray facts.
-
One fact per memory, as a sentence
“Sam prefers British English spelling” is found more reliably than “spelling: UK”. Search works on meaning, and a sentence that stands on its own carries it.
-
Let new facts replace old ones
When something changes, just say so. The assistant saves the new version and GuardianMemory retires the old one. There is no need to delete first.
-
Say “remember this” when it matters
Assistants decide for themselves what is worth keeping. If you want something kept, ask, and it will be saved in your words.
-
Tag by project
Tags let a search stay inside one project. Ask coding assistants to tag what they save with the project's name.
-
Keep secrets out
Passwords, keys and card numbers do not belong in a memory bank. GuardianMemory is for durable facts, not a vault.
-
Bring what they already know
An empty bank is not much use for the first week. Import what ChatGPT and Claude already hold about you, one fact per line.
-
Tidy up now and then
Scroll the Memories page once in a while: pin what matters, fix what is nearly right, delete what is not. Near-duplicates merge on their own.
Things to say to your assistant
| Say | What happens |
|---|---|
| “Remember that I'm vegetarian.” | Saved as one memory, where every assistant can find it. |
| “What do you remember about me?” | Reads your profile: pinned first, then most used, then newest. |
| “Check your memory for how we deploy.” | A search by meaning, even if no memory uses the word “deploy”. |
| “That's changed: the launch moved to 10 November.” | The new date is saved and the old one is marked outdated. |
| “Don't save this.” | Covered by the last line of the instruction above. |
When it does not seem to work
- It never uses its memory. Check the app is listed on Connected apps and that the connector is switched on for the conversation. Then ask it outright: “Search your memory for my name.” If that works, the instruction above makes it happen without asking.
- Nothing appears on the Activity page. Then the assistant is not reaching GuardianMemory at all. Remove the connector and add it again from Connect an assistant.
- It saves too much. Tell it what to skip in your instructions (“nothing that only matters today”), and delete the noise on the Memories page.
- It saves too little. Say “remember this” when something matters, and pin the facts that should shape every answer.
Using a team bank? Your own assistant can keep saving to your personal bank and still search every team you are in. Point a separate connection at the team bank for anything that should be shared. How team banks work →