PKM
Connected
Capabilities
Overview Daily snapshot of your work — projects, tasks, decisions, and schedule.
1 · START
Projects
2
Tasks
3
Decisions
4
Commitments
5
Insights
6
Meetings
7
Calendar

PROJECTS

Active workstreams from your config — task counts help you see where attention is going.

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TASKS

Highest-priority items — open the Tasks tab for the full kanban board.

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DECISIONS

Recorded outcomes from meetings and mail — grouped by date.

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COMMITMENTS

Deliverables extracted from conversations — They owe me vs I owe.

arrow_downward THEY OWE ME

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arrow_upward I OWE

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BLIND SPOTS & RISKS

AI-flagged gaps and risks worth a second look.

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MEETINGS

Recent Granola / meeting notes — click opens detail. Full list lives under the Meetings tab.

CALENDAR

Upcoming events from your connected calendar (requires M365 auth in Utilities).

Syncing with Outlook...

Drag cards between Pending, Active, and Closed. Click any task to edit fields, view source, or comment. Changes save to your PKM database.

Pending

0

Active

0

Closed

0

Directory from your connected Microsoft 365 tenant. Pick someone on the left to review or edit details on the right.

CONTACTS

JC

Ji Won Choi

jchoi@mosserco.com • (415) 555-1234
Mosser

domain Properties

3 Total
900 Oak Asset Manager
870 Oak Asset Manager
880 Oak Asset Manager

assignment Assigned Tasks

Send updated rent roll
Due: Mar 21
P1
Review insurance renewal
Due: Apr 1
P2

calendar_month Recent Meetings

Mar 17 — Weekly Pipeline Review
Mar 10 — Mosser Ops Sync
Mar 3 — Tidewater Draw Call

mail Recent Emails

sync_disabled

Connect Outlook to view encrypted email history

Meeting notes exported to your Granola notes folder (see granola_export.json). Select a row to read the full note in the side panel.

MEETINGS

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LIBRARY & NOTEBOOKS

NotebookLM hubs, chat over your notes, document generation, Skills / Commands, and quick access to PKL & PML folders. Use this area for research and AI workflows — operational task work stays under Tasks.

auto_stories NOTEBOOK HUBS

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forum ASK YOUR NOTEBOOKS

chat_bubble

Select a notebook above, then ask questions about its contents.

Powered by NotebookLM knowledge bases

description GENERATE DOCUMENTS

auto_awesome SKILLS

AI-powered analysis and intelligence tools

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terminal COMMANDS

Financial services plugin slash commands

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folder_special KNOWLEDGE LIBRARIES

PKL

Personal Knowledge Library
01_PortfoliosReal estate docs
02_BusinessCorporate & ops
03_TechnologyDev & AI
04_PersonalTax, legal, estate
05_ArchivesLegacy data

PML

Personal Media Library
01_Photos2001–2026, 27 folders
02_VideosVideo archive
04_RecordingsAudio recordings
05_ConfidentialRestricted
90_ImportsCloud sync inboxes

Portfolio and property attributes from your vault configuration. Filters apply to the table below; data refreshes with Refresh in the header.

PORTFOLIOS

PROPERTIES

search
Property Name Code Status Portfolio Market Res Units Comm Tasks
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Utilities is for setup, intake, and fixes — not everyday task work (that lives under Tasks). Use the quick guide below to pick a workflow, then scroll to the matching section.

1 · Bring new work into the DB

After meetings export to Granola, or when email/calendar should become tasks. Run one intake path (or more than one if you use multiple sources), then do section 2.

Granola → Task Watchdog · or · M365 Graph · or · MCP inbox

2 · Refresh the board & files

After any intake, update scores and regenerate vault markdown. Briefing is optional (morning snapshot).

Task Prioritizer → Task Renderer → (optional) Daily Briefing

3 · Fix & inspect

If paths look wrong, imports fail, or the app misbehaves — diagnostics and maintenance. Rare: seed DB, import properties, smart-close.

Diagnostics · Maintenance report/fix · advanced rows below

Full end-to-end from the repo shell: make pipeline (seeds, extracts, watchdog, prioritize, render, briefing). Use buttons here when you only need a subset.

For M365 Graph intake, sign in under Connections first.

UTILITIES & AUTOMATIONS

help Agent help / tools

robot_2 AUTOMATIONS

Operational Status: Nominal
Name Description Schedule Status Last Run Actions
settings_suggest Automations are governed by the Docker Cron engine. Check container/crontab for the live schedules.

construction LIBRARY MAINTENANCE

Occasional

PKL/PML file ops — run when you ingest photos, reorganize libraries, or tag files. Not part of the task pipeline above.

When Tool Run
Batch audit of existing PML photos Retroactive NSFW scanLocal ML scan; quarantine hits per config.
After adding photos to cloud inbox paths Library cloud ingestionMoves/renames into PML per library_automation.json.
After large PKL file moves/adds PKL sync taggerSyncs names to Postgres + Finder tags (path shown on button).

build TASK PIPELINE & MAINTENANCE

Grouped by when to run

input Intake — new tasks into Postgres

Choose the source that matches how data arrived. You can run more than one if you use Granola and M365.

When Tool What it does Run
New Granola meeting notes on disk Task Watchdog Polls connector for new notes → LLM extracts tasks/decisions → DB. If new tasks were found, prioritizer + render run inside the script.
Email/calendar via Microsoft Graph (tokens in Keychain) M365 (Graph) Last 7 days of mail/calendar (LFI + Mosser) → LLM → tasks in DB. Needs Anthropic key.
Claude.ai scheduled fetch left JSON in mcp_inbox/ M365 MCP Inbox Processes inbox JSON (email + calendar shapes) → same extraction pipeline as Graph.

published_with_changes Refresh — board scores & vault files

Run after intake (or when TASKS.md feels stale). Order matters: Prioritizer → Renderer; briefing is optional.

When Tool What it does Run
After intake or deadline changes Task Prioritizer Recalculates priority scores for open tasks in Postgres.
After prioritizer (or to sync markdown without re-scoring) Task Renderer Writes TASKS.md, REVIEW.md, and tasks_cache.json from DB.
Morning; optional daily snapshot Daily Briefing Generates today’s vault note under Daily/.

health_and_safety Health, fixes & rare jobs

Use when something is wrong or you’re setting up / migrating — not part of normal daily intake.

When Tool What it does Run
Suspicious configs; before --fix Maintenance (report) Dry-run: paths, phantom folders, state, logs size.
After report shows stale paths Maintenance (fix) Rewrites stale paths in JSON/plists (e.g. pkm → 02-pkm).
You want auto-close suggestions from email/meetings Smart close Dry-run first. --apply after review. Requires migration 010_pending_close.sql if not applied.
Empty/new DB; entities table bootstrap Seed entity registry Loads entity_seed.json into Postgres (one-time / rare).
New Yardi PropDim export in Inbound Property import Upserts properties from latest mo_propdim_PropDim_*.xlsx. Dry-run counts rows; Apply writes to Postgres.

rule TASK RULES

Dashboard only

Tune what you see on the Tasks tab and Contacts list — not required for intake.

Plain-language hide rules for the task board. One phrase per line. A task is hidden here if any line appears anywhere in its title, description, source type, blocked reason, project, contacts, or comments (case-insensitive substring). Nothing is deleted from the database — TASKS.md and other tools are unchanged unless you add similar logic there later.

Example: linkedin — hides tasks that mention LinkedIn.

smart_toy PKM AGENT TOOLS

In-process MCP

Run the same pkm-agent tools the MCP server exposes to Cursor — from this dashboard, no IDE required. Pick a tool, pass JSON arguments (or {} for none), then Run. HTTP clients should use the versioned API: GET /api/v1/agent/tools and POST /api/v1/agent/tools/invoke (see GET /api/v1/openapi.yaml). 

—

hub CONNECTIONS & INTEGRATIONS

Microsoft sign-in for dashboard features that call Graph (calendar, contacts) and for scripted M365 intake. Does not replace auth_outlook.py client-credentials tokens in Keychain if you use those.

Service Status Actions
Microsoft
Left Field Investments
Mail · Calendar · Contacts (Application)
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Microsoft
Mosser Companies
Mail · Calendar · Chat · Files (Delegated)
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chat iMESSAGE WATCHLIST

Only monitored contacts

No contacts on watchlist. Add a contact above to start monitoring their messages for tasks.

Storage overview (illustrative bars — not live telemetry).

PKL — 159 GB

Primary Knowledge Library
68% Capacity
01_Portfolios 1,240 files • 42 GB
02_Business 4,812 files • 68 GB
03_Technology 2,105 files • 31 GB
04_Personal 890 files • 12 GB
05_Archives 12,400 files • 6 GB

PML — 100 GB

Personal Media Library
42% Capacity
Photos 3,450 items • 28 GB
Videos 120 items • 54 GB
Confidential 12 items • 2 GB
Recordings 45 items • 16 GB

SYSTEM LOGS

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Select a log file to view activity...