jarvis-todoist-setup

Jarvis Todoist Setup Wizard

Purpose: Generate personalized todoist-routing-rules through analysis or guided interview.

---

Step 1: Choose Setup Mode

Ask using AskUserQuestion:

header: "Setup mode"
question: "How would you like to configure Todoist routing?"
options:
  - label: "Analyze my Todoist (Recommended)"
    description: "I'll look at your projects and tasks, then suggest routing rules"
  - label: "I'll define my own rules"
    description: "Walk me through creating custom categories manually"
  - label: "Skip setup for now"
    description: "Use basic sync without custom routing"
  - label: "Wait, explain what this does first"
    description: "Tell me more about Todoist routing before I decide"

If "Wait, explain what this does first":

Explain conversationally:

## What Todoist Routing Does

When you dump tasks into Todoist inbox, this sync helps organize them:

**Example:** You add "Buy groceries" and "Had a great idea about my side project" to your inbox.

**Without routing:**
- Both stay in inbox, you organize manually

**With routing:**
- "Buy groceries" → Recognized as a clear task, stays in Todoist with a label
- "Had a great idea..." → Looks like a thought/reflection, gets captured to your vault inbox for later review
- Tasks mentioning "side project" → Could auto-route to a "Side Project" Todoist project

**Memory sync (optional):**
- Side project ideas can also be added to a memory file, so Jarvis remembers them in future sessions

Make sense? Ready to set up your routing?

Then re-ask the setup mode question (without the "explain" option).

If "Skip setup for now": Confirm and exit - no memory created, basic sync applies.

If "I'll define my own rules": Jump to Manual Setup Flow.

If "Analyze my Todoist": Continue to Step 2.

---

Step 2: Gather Data for Analysis

Fetch in parallel:

1. User info: mcp__plugin_jarvis-todoist_api__user_info - Get plan type (Free/Pro/Business)
2. Projects: mcp__plugin_jarvis-todoist_api__find_projects - Get all existing projects
3. Inbox tasks: mcp__plugin_jarvis-todoist_api__find_tasks with projectId: "inbox", limit: 100
4. Recent tasks from all projects: mcp__plugin_jarvis-todoist_api__find_tasks_by_date with startDate: "today", daysCount: 30

Project Limit Check

Todoist plan limits:

• Free: 5 active projects max
• Pro/Business: 300 active projects max

Calculate: available_slots = limit - current_project_count

If available_slots <= 0:

• Warn user: "You've reached your Todoist project limit (5 for Free plan). I'll route to existing projects only."
• Skip any recommendations that would create new projects
• Suggest upgrading or archiving unused projects

---

Step 3: Analyze Patterns

Analyze the fetched data for:

Project Analysis

• What projects exist? (names, task counts)
• Are there obvious categories? (Work, Personal, specific projects)
• Any empty/unused projects?

Task Content Analysis

Look for keyword clusters in unclassified inbox items:

Pattern	Likely Category	Example Keywords
Work/professional	WORK	meeting, review, deadline, client, project name
Errands/chores	ERRANDS	buy, pick up, call, schedule, appointment
Learning/growth	LEARNING	read, watch, learn, course, book
Health/fitness	HEALTH	gym, run, workout, doctor, meal prep
Side project	PROJECT	specific product/project names that repeat
Reflection/ideas	CAPTURE	"what if", "idea:", "thought:", realized

Routing Opportunities

• Tasks mentioning existing project names → route to that project
• Clusters of related keywords → suggest new project
• Ambiguous items → recommend inbox capture

---

Step 4: Present Analysis & Proposals

Present findings to user:

## Todoist Analysis Complete

**Your current setup:**
- 3 projects: Inbox, Work, Personal
- 45 inbox tasks (32 unclassified)

**Patterns I detected:**

| Category | Tasks | Keywords Found | Suggested Action |
|----------|-------|----------------|------------------|
| Work-related | 12 | "meeting", "review", "standup" | → Route to "Work" project |
| Errands | 8 | "buy", "pick up", "groceries" | → Keep in Inbox or create "Errands" |
| Side project "MyApp" | 5 | "myapp", "feature", "bug" | → Create "MyApp" project + memory sync |
| Reflections | 4 | "realized", "idea" | → Capture to inbox/ |
| Unclear | 3 | Mixed signals | → Default handling |

**My recommendations:**

1. **Create routing rule: WORK**
   - Keywords: `meeting`, `review`, `standup`, `deadline`
   - Route to: Work project

2. **Create routing rule: MYAPP** (your side project)
   - Keywords: `myapp`, `feature`, `bug`, `idea for myapp`
   - Route to: New "MyApp" project
   - Memory sync: `myapp-roadmap` (track ideas over time)

3. **Keep default for everything else**

Would you like me to apply these recommendations?

---

Step 5: User Approval & Refinement

Ask using AskUserQuestion:

header: "Apply rules"
question: "How should I proceed with these recommendations?"
options:
  - label: "Apply all recommendations"
    description: "Create the routing rules as suggested"
  - label: "Let me adjust first"
    description: "I'll modify some categories before applying"
  - label: "Start over manually"
    description: "Ignore analysis, let me define from scratch"

If "Let me adjust":

• Present each recommendation individually
• Allow user to: approve, modify keywords, change target project, skip
• For side projects: ask if they want memory sync

If "Apply all": Continue to Step 6.

---

Step 6: Create Missing Projects (If Needed)

First, check project limit from Step 2:

current_projects = [count from find-projects]
plan_limit = 5 if Free else 300
available_slots = plan_limit - current_projects
projects_to_create = [count of new projects in recommendations]

If projects_to_create > available_slots:

⚠️ **Project Limit Warning**

You're on Todoist Free (5 project limit).
- Current projects: 4
- Available slots: 1
- Recommendations need: 2 new projects

I can only create 1 new project. Options:
1. Pick which project to create (route others to Inbox)
2. Route all to existing projects
3. Archive an existing project to free up a slot

If slots available, ask:

header: "New projects"
question: "I'll create these new Todoist projects:"
options:
  - label: "Create all"
    description: "MyApp, Errands (2 new projects) - You have 3 slots available"
  - label: "Let me choose"
    description: "I'll pick which ones to create"
  - label: "Skip project creation"
    description: "Route to Inbox instead"

Use mcp__plugin_jarvis-todoist_api__add_projects to create approved projects.

---

Step 7: Generate Rules Memory

Build the todoist-routing-rules strategic memory file from approved recommendations. Write to .jarvis/strategic/todoist-routing-rules.md via jarvis_store(type="memory", name="todoist-routing-rules", content=content).

Format: YAML for reliable parsing + human editability.

# Todoist Routing Rules
# Generated: [Current date]
# Edit this file directly or run /jarvis-todoist-setup to regenerate

version: 1
default_behavior: smart  # smart | all_todoist | all_vault

classifications:
  # Checked in order - first match wins

  - name: WORK
    description: Work and professional tasks
    keywords:
      - meeting
      - review
      - standup
      - deadline
      - client
    labels:
      - work
      - jarvis-ingested
    project: Work
    action: keep  # keep | capture

  - name: MYAPP
    description: Side project ideas and tasks
    keywords:
      - myapp
      - feature
      - bug
      - "idea for myapp"
    labels:
      - myapp
      - jarvis-ingested
    project: MyApp
    action: keep
    memory_sync:
      memory: myapp-roadmap
      section: Ideas

# Default behavior options:
#   smart: Clear tasks stay in Todoist, reflections go to vault inbox
#   all_todoist: Everything stays in Todoist
#   all_vault: Everything captured to vault inbox

Schema Notes (for LLM parsing):

• classifications[]: Array, checked in order
• keywords[]: Case-insensitive substring match
• labels[]: Applied to matching tasks
• project: Target Todoist project (must exist)
• action: keep (stays in Todoist) or capture (goes to vault inbox)
• memory_sync: Optional, appends to specified memory/section

---

Step 8: Confirm & Next Steps

## Setup Complete!

**Created:**
- Routing rules memory with 2 custom categories
- 1 new Todoist project: "MyApp"

**Your routing:**
| Pattern | Action |
|---------|--------|
| Work keywords | → Work project |
| MyApp keywords | → MyApp project + memory sync |
| Clear tasks | → Stay in Inbox |
| Reflections/ideas | → Captured to vault |

**Next steps:**
- Run `/jarvis-todoist` to sync with new rules
- Run `/jarvis-todoist-setup` anytime to modify

Want to run a sync now to test the new rules?

---

Manual Setup Flow

If user chose "I'll define my own rules":

M1: Ask About Categories

header: "Categories"
question: "What categories of tasks do you want to route automatically?"
options:
  - label: "Work vs Personal"
    description: "Separate professional and personal tasks"
  - label: "By project"
    description: "Route to specific projects based on keywords"
  - label: "Side project tracking"
    description: "Track ideas for a specific project with memory sync"
  - label: "Custom categories"
    description: "I'll name my own categories"
multiSelect: true

M2: For Each Category

Collect:

• Category name
• Keywords (comma-separated)
• Target project (existing or new)
• Memory sync? (yes/no, if yes which memory)

M3: Default Behavior

header: "Unmatched items"
question: "When a task doesn't match any of your categories, what should happen?"
options:
  - label: "Smart sorting (Recommended)"
    description: "Action items like 'Buy milk' stay in Todoist. Thoughts like 'I realized...' go to your vault inbox."
  - label: "Everything stays in Todoist"
    description: "I'll organize manually - don't move anything to the vault"
  - label: "Everything to vault inbox"
    description: "Capture all to my vault inbox so I can review and decide later"

M4: Generate & Confirm

Same as Step 7-8.

---

Error Handling

Error	Action
Strategic memory dir missing	Warn: ".jarvis/strategic/ not found. Run /jarvis-settings to initialize. Continue anyway?"
Todoist MCP unavailable	Cannot proceed - required for analysis
No inbox tasks	"Your inbox is empty! Add some tasks first, or define rules manually."
Project creation fails	Report error, offer to route to Inbox instead
Project limit reached (Free: 5)	Route to existing projects only, suggest archiving unused or upgrading
Would exceed project limit	Only create projects up to available slots, route remainder to Inbox

---

Notes

• Analysis mode is recommended for new users
• Manual mode for power users who know what they want
• Rules can always be edited directly in the memory
• Re-running setup offers to modify or replace existing rules