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memory-metadata-search

Search Basic Memory notes by custom frontmatter fields with equality, range, array, and nested filters. Use when finding notes by status, priority, confidence, or any YAML field, not free text.

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Memory Metadata Search

Find notes by their structured frontmatter fields instead of (or in addition to) free-text content. Any custom YAML key in a note's frontmatter beyond the standard set (title, type, tags, permalink, schema) is automatically indexed as entity_metadata and becomes queryable.

When to Use

  • Filtering by status or priority — find all notes with status: draft or priority: high
  • Querying custom fields — any frontmatter key you invent is searchable
  • Range queries — find notes with confidence > 0.7 or score between 0.3 and 0.8
  • Combining text + metadata — narrow a text search with structured constraints
  • Tag-based filtering — find notes tagged with specific frontmatter tags
  • Schema-aware queries — filter by nested schema fields using dot notation

The Tool

Use bm_search for ranked results or bm_find for file discovery with selected fields. Pass frontmatter conditions via filters, including tags and status. Omit query (or pass None) for filter-only searches.

Filter Syntax

Filters are a JSON dictionary. Each key targets a frontmatter field; the value specifies the match condition. Multiple keys combine with AND logic.

Equality

{"status": "active"}

Array Contains (all listed values must be present)

{"tags": ["security", "oauth"]}

$in (match any value in list)

{"priority": {"$in": ["high", "critical"]}}

Comparisons ($gt, $gte, $lt, $lte)

{"confidence": {"$gt": 0.7}}

Numeric values use numeric comparison; strings use lexicographic comparison.

$between (inclusive range)

{"score": {"$between": [0.3, 0.8]}}

Null (field missing or explicitly null)

{"owner": null}

Matches notes with no owner key and notes whose owner is explicitly null. Null works only as a plain equality value — inside $in, $between, an array-contains list, or a comparison it is rejected, because those compare against the value and a comparison with null is never true.

Nested Access (dot notation)

{"schema.version": "2"}

Quick Reference

Operator Syntax Example
Equality {"field": "value"} {"status": "active"}
Is null {"field": null} {"owner": null}
Array contains {"field": ["a", "b"]} {"tags": ["security", "oauth"]}
$in {"field": {"$in": [...]}} {"priority": {"$in": ["high", "critical"]}}
$gt / $gte {"field": {"$gt": N}} {"confidence": {"$gt": 0.7}}
$lt / $lte {"field": {"$lt": N}} {"score": {"$lt": 0.5}}
$between {"field": {"$between": [lo, hi]}} {"score": {"$between": [0.3, 0.8]}}
$contains {"field": {"$contains": value}} {"tags": {"$contains": "security"}}
$exists {"field": {"$exists": true}} {"owner": {"$exists": false}}
Nested {"a.b": "value"} {"schema.version": "2"}

Rules:

  • Keys must match [A-Za-z0-9_-]+ (dots separate nesting levels)
  • Several operators on one field AND together: {"started": {"$gte": "2026-01-01", "$lt": "2026-02-01"}}
  • $in and array-contains require non-empty lists
  • $between requires exactly [min, max]
  • null is an is-null match and only valid as a plain equality value
  • Comparison and $between bounds must be finite numbers — a magnitude no float can hold (a 400-digit integer, which JSON keeps as an ordinary int) is refused rather than compared against an infinite bound
  • Metadata filters match Markdown notes only — indexed PDFs, images and other regular files carry no frontmatter and are never hits, not even for null

The leading $ is optional (gte works), but write it for clarity.

Frontmatter fields say when a note was filed or reviewed. To ask what a note claims was true on a date, use observation qualifiers (see memory-notes) and bm_search(valid_at="2026-07-01") or bm_search(valid_overlaps="[2026-07-01,2026-08-01)").

Using bm_search with Metadata

Pass filters to bm_search. Omit query for filter-only searches, or combine text and filters together.

# Filter-only — find all notes with a given status
bm_search(filters={"status": "in-progress"})

# Filter-only — high-priority specs in a specific project
bm_search(
    filters={"type": "spec", "priority": {"$in": ["high", "critical"]}},
    project="research",
    page_size=10,
)

# Filter-only — notes with confidence above a threshold
Show the whole skill (84 more lines)

bm_search(filters={"confidence": {"$gt": 0.7}})

Tags and status use the same filter syntax

bm_search(filters={"status": "active"}) bm_search(filters={"tags": ["security", "oauth"]})

Text search narrowed by metadata

bm_search("authentication", filters={"status": "draft"})

Mix text, tags, and an advanced filter

bm_search( "oauth flow", filters={"tags": ["security"], "confidence": {"$gt": 0.7}}, )


Use one `filters` object for all frontmatter conditions; its keys combine with AND.

## Tag Search Shorthand

The `tag:` prefix in a query converts to a tag filter automatically:

```python
# These are equivalent:
bm_search("tag:tier1")
bm_search(filters={"tags": ["tier1"]})

# Multiple tags (comma or space separated) — all must match:
bm_search("tag:tier1,alpha")

Example: Custom Frontmatter in Practice

A note with custom fields:

---
title: Auth Design
type: spec
tags: [security, oauth]
status: in-progress
priority: high
confidence: 0.85
---

# Auth Design

## Observations
- [decision] Use OAuth 2.1 with PKCE for all client types #security
- [requirement] Token refresh must be transparent to the user

## Relations
- implements [[Security Requirements]]

Queries that find it:

# By status and type
bm_search(filters={"status": "in-progress", "type": "spec"})

# By numeric threshold
bm_search(filters={"confidence": {"$gt": 0.7}})

# By priority set
bm_search(filters={"priority": {"$in": ["high", "critical"]}})

# By tag shorthand
bm_search("tag:security")

# Combined text + metadata
bm_search("OAuth", filters={"status": "in-progress"})

Guidelines

  • Use metadata search for structured queries. If you're looking for notes by a known field value (status, priority, type), metadata filters are more precise than text search.
  • Use text search for content queries. If you're looking for notes about something, text search is better. Combine both when you need precision.
  • Custom fields are free. Any YAML key you put in frontmatter becomes queryable — no schema or configuration required.
  • Multiple filters are AND. {"status": "active", "priority": "high"} requires both conditions.
  • Omit query for filter-only searches. bm_search(filters={"status": "active"}) works without a text query.
  • Dot notation for nesting. Access nested YAML structures with dots: {"schema.version": "2"} queries the version key inside a schema object.
  • Use the same filters for file discovery. bm_find(filters={"status": "active"}, fields=["title", "priority"]) returns selected frontmatter values without reading each note.