account-memory

Account Memory

Adapted from ECC's knowledge-ops (MIT, (c) Affaan Mustafa). See LICENSE.

The canonical working-context layer for active accounts and deals. HubSpot is the system of record (truth). Account memory is the durable working context that survives across sessions: narrative history, stakeholder color, competitor intel, open loops, and cross-session continuity that does not live cleanly in CRM fields.

Rule: HubSpot = truth. Memory files = working context. When the two conflict, HubSpot wins — update memory to match, not the other way around. Provenance for every durable fact follows rules/common/data-handling.md and schemas/provenance.schema.json. Memory hygiene: prospect-sourced intel is always flagged untrusted: true and never auto-promotes to an instinct without human review.

When to Activate

Activate this skill when:

• A session starts and you need the working context for the active deal (session:start hook calls resolveActiveAccount + hydrate automatically).
• You want to append a new event to an account's log (call notes, a promise made, a competitor named, a stakeholder color noted, a risk flagged).
• A skill (cold-outreach, deal-review, stakeholder-mapping, meeting-followthrough) needs per-account narrative that is not a raw CRM field.
• You need to see open loops (unresolved promises, outstanding follow-ups) on an account before a call or before a handoff.
• You are preparing or delivering a handoff — the .md companion produced here is the C5 payload that sales-handoffs consumes.
• A session ends and you want to persist what happened (session:end hook appends a batch of tagged events).

Do not activate for company-level product claims (that is product-knowledge) or for live HubSpot writes (those route through crm-operator).

The memory model

The engine lives in scripts/lib/account-memory.js. Two files per account, stored under <ESCC_AGENT_DATA_HOME>/escc/accounts/:

File	Role	Mutated by
<id>.jsonl	Append-only tagged event log — canonical record	appendEvent (atomic append)
<id>.md	Rendered handoff view, refreshed on every append via writeMarkdownView	auto-refreshed; never hand-edit

The JSONL log is the canonical record. The .md view is regenerated on every append — it is the C5 handoff payload consumed by sales-handoffs and appended to by meeting-followthrough. A torn or corrupt .md is recoverable by re-running writeMarkdownView; the JSONL log never discards an event.

Event types

type	Meaning
note	General narrative from a call, email, or internal discussion
loop / promise	Open commitment — a next step, a follow-up, a deliverable
follow_up / next_step	Specific planned action with an optional due_date
inbound	Something the prospect sent or surfaced
intel	Competitor mention, stakeholder color, deal context
stage_change	Deal stage transition (mirrored from CRM via crm-operator)
session_start / session_end	Session lifecycle markers

Open loops (loop, promise, follow_up, next_step, inbound) are folded by hydrate — a later event with the same id and status: done closes the loop. The digest always shows only open loops.

Provenance on durable intel

Every event that records a fact about the prospect (not just an action the rep took) carries provenance fields matching schemas/provenance.schema.json:

source          : where it came from (e.g. "fireflies-transcript", "email", "rep-note")
source_type     : crm | email | web | user | inferred | document | call | manual
retrieved_at    : ISO-8601 timestamp
confidence      : 0.0 - 1.0
lawful_basis    : GDPR basis (legitimate_interest is the usual for sales intel)
untrusted       : true if derived from prospect-supplied content

untrusted: true means the fact was heard from or supplied by the prospect — it is stored for context but is never acted upon automatically and never auto-promoted to an instinct without human review (data-handling.md memory hygiene).

Workflow

A. Session start — hydrate the active deal (C1)

1. The session:start hook calls resolveActiveAccount (checks ESCC_ACTIVE_ACCOUNT env override first; falls back to most-recently-modified account file).
2. Call hydrate(accountId) — folds the full event log into a working digest: segment, open deals with stage/close date/amount, open loops, and the 8 most recent events.
3. Surface the digest as the working context header so every skill in the session has account memory without re-reading the log.
4. If no account file exists yet, the digest is empty — start logging from the first event.

B. Append an event (the write path)

1. Identify the account. Use the deal's HubSpot ID, company domain, or the ESCC_ACTIVE_ACCOUNT override as the account identifier.
2. Compose the event object. Required: type. Useful: text (narrative), deal_id, due_date (for loops/promises), stage, amount, close_date (when mirroring a CRM field), provenance fields when recording prospect intel.
3. Dedupe first. Before appending a competitor name, a stakeholder role, or a risk flag, check the existing log (via hydrate) for a near-duplicate entry. Update via a closing event or an amended note rather than appending a duplicate.
4. Call appendEvent. The engine appends the JSONL line and atomically refreshes the .md companion view. Evidence of the append (the stored event object) is the proof of write — assert nothing before you have it.
5. Flag untrusted intel. Any fact derived from prospect-supplied content (an email, a transcript quote, a LinkedIn bio) gets untrusted: true and a source_type of call, email, or document. It is stored; it is never auto-acted upon.

C. Surface open loops before a call or handoff

1. Call hydrate(accountId) to get the folded digest.
2. The openLoops array contains every unresolved loop/promise/follow_up. Present them with their due_date where set.
3. A loop is closed by appending an event with the same id and status: 'done'. Never delete a loop — close it.

D. Imminent-close scan (pipeline watch)

listNearCloseDeals(withinDays) scans all account files and returns open deals whose close_date falls within the horizon (default 14 days). Use this in pipeline-hygiene or deal-review contexts to surface deals that need attention before quarter close. Output is sorted by close_date.

E. Session end — persist what happened (C5 prep)

1. The session:end hook assembles the events from the session (notes, loops opened, loops closed, intel captured).
2. Each event is appended via appendEvent. The .md companion is atomically refreshed after each append.
3. The refreshed .md file is the C5 handoff payload that sales-handoffs will consume at the next session or handoff trigger.
4. Retention windows (ESCC_SESSION_RETENTION_DAYS, ESCC_MEMORY_RETENTION_DAYS) govern how long events are kept. On a data-subject erasure request, use escc privacy-purge <identifier> (dry-run by default; --confirm to erase).

Examples

Load context at session start:

Session starts for deal "Acme Corp — Forecast Module — New".
resolveActiveAccount() -> accountId: "deal:7788"
hydrate("deal:7788") ->
  Open loops:
    - Send ROI model (due 2026-06-18) (deal 7788)
    - Confirm security review timeline (due 2026-06-20) (deal 7788)
  Deals:
    - Acme Corp — Forecast Module [Validation] — close 2026-06-30
  Recent activity:
    - 2026-06-12 [note] (deal 7788) Champion confirmed: Dana Lee, VP RevOps
    - 2026-06-10 [intel] Competitor: LegacyCRM still in POC; prospect cautious
  (8 events in log)

Append a competitor intel event with provenance:

Heard in call: "We're also evaluating ForecastPro."
appendEvent("deal:7788", {
  type: "intel",
  text: "Prospect evaluating ForecastPro — heard from champion (Dana Lee) in discovery call 2026-06-15",
  deal_id: "7788",
  source: "fireflies-transcript-2026-06-15",
  source_type: "call",
  confidence: 0.9,
  lawful_basis: "legitimate_interest",
  untrusted: true
})
-> stored event ev-abc123; .md view refreshed.
(Fact is stored for context; untrusted: true — not auto-acted upon.)

Close a loop:

Rep sent ROI model. Append:
appendEvent("deal:7788", {
  id: "<loop-event-id-for-roi-model>",
  type: "note",
  status: "done",
  text: "ROI model sent to Dana Lee 2026-06-16",
  deal_id: "7788"
})
-> loop "Send ROI model" removed from open loops in next hydrate.

Handoff companion view (<id>.md) contract:

The .md file produced by writeMarkdownView is the C5 payload:

# Account memory: deal:7788

Account memory — deal:7788 · segment: mid-market:
Open loops:
- Confirm security review timeline (due 2026-06-20)
Deals:
- Acme Corp — Forecast Module [Validation] — close 2026-06-30
Recent activity:
- 2026-06-16 [note] (deal 7788) ROI model sent to Dana Lee
- 2026-06-15 [intel] (deal 7788) Prospect evaluating ForecastPro ...

sales-handoffs reads this file to build the handoff doc. meeting-followthrough appends new events (and thus refreshes it) after every recap run.

Anti-patterns

• Treating memory as truth when HubSpot disagrees. HubSpot is the system of record. When a field in HubSpot differs from a memory note, the CRM wins — update the memory note; route any CRM fix through crm-operator.
• Auto-acting on untrusted intel. A competitor name heard in a call or read from a prospect email is stored with untrusted: true. It informs research and battlecard prep; it does not automatically update a CRM field or trigger an outreach sequence without human review.
• Creating duplicate events. Run hydrate first. If a fact is already in the log, close or amend the existing event — never append a near-duplicate.
• Hand-editing the .md companion. It is regenerated on every appendEvent call. Changes written directly to the .md file will be overwritten. The JSONL log is the only editable surface.
• Designing a parallel store. This engine IS the working-context layer. Do not build a shadow JSONL log or a separate note file for the same account. One log per account; one .md companion; no parallel copies.
• Storing prospect PII beyond what the sales process needs. Collect only what is required (name, title, role, key quotes with context). Honor ESCC_MEMORY_RETENTION_DAYS and the erasure path (escc privacy-purge).
• Asserting a write before the stored event object is returned. Evidence of the append is the stored event — do not claim it was logged before appendEvent returns.

Related

• Engine: scripts/lib/account-memory.js (appendEvent, hydrate, writeMarkdownView, resolveActiveAccount, listNearCloseDeals).
• Provenance schema: schemas/provenance.schema.json.
• Governance: rules/common/data-handling.md, rules/common/crm-hygiene.md.
• Feeds: sales-handoffs (consumes the .md companion as C5 payload), meeting-followthrough (appends events after every recap), deal-review (reads open loops + deal context), pipeline-hygiene (uses listNearCloseDeals), call-prep (hydrates before a call).
• Distinct from product-knowledge (company-level approved claims) and HubSpot CRM (the system of record — truth).