1Give each kind of knowledge its own folder
Morion indexes notes, not source code. The code stays in the repo, where your agent already reads it with its own tools. Morion holds the layer above the code: architecture notes, decisions, lessons, specs, rules, and the tickets themselves. A big codebase loses that layer first, and an agent cannot rebuild it by grepping.
Create one project for the codebase. Inside it, create one folder per kind of knowledge. Open each folder’s settings. On the General tab, set Role in project: architecture, lessons, specs, rules, or the default general. The role tells Mo which folders to search when it builds a work packet. Then, on the AI Access tab, turn AI access on.
Keep the kanban folder, your work queue, separate from the reference folders.
2Let the agent write the first notes
You do not write hundreds of notes up front. Ask the agent that already knows the repo to write the first ones: one architecture note per subsystem, in its own words, with the file paths and the invariants a change must keep. Ten to twenty notes is a good first pass.
From then on, notes appear at the moments they matter. A decision becomes a note when you make it. A lesson becomes a note when a fix lands. A spec becomes a note before the ticket. The agent writes them over MCP as part of finishing work; the Morion skill tells it to.
3Take a ticket with its work packet
Now a ticket is more than a title. When an agent takes it with mo_take_task, Mo returns a work packet: the ticket body, the comments that matter, the project brief, the related architecture notes, lessons, specs and rules from the reference folders, and the topics it belongs to. The agent reads three notes instead of three hundred files.
Auto-code does the same at the mo_stage gate, so the implementer in a workflow starts with the same slice a human would hand it.
On a broad ticket, a migration or a redesign, ask for more: mo_take_task takes relatedCount up to 20. If no folder has a role, the packet says so and searches the whole project instead.
4Ask Mo before you touch an old decision
Before a change that touches an old decision, ask Mo from Claude Code: it calls mo_ask, which runs on your login. The answer cites the notes and marks each claim: decided, provisional, superseded, unknown. A conflict between two notes comes back as a conflict. A gap is a gap. You get the state of the knowledge, not a confident summary of it.
In the app, the same question works in Mo Assistant, the in-app chat, on Pro with a provider key.
It depends on the resolution on the card. Resume session continues where the agent stopped; New session starts fresh.
- Re-opened resolutions: "Resume session continues the agent session that already has the context."decided
- Resume contract for agent sessions: keep the process id empty on resumedecided
- Resume after a crashed run: a resumed session re-reads the ticket before it actsprovisional
Conflict: none. Gap: no note says how old a session can be and still resume.
5Keep CLAUDE.md down to the rules
Rules that must load in every session stay in the file: coding principles, the verification commands, the kanban etiquette (claim, comment, move to Review). Everything historical moves out: shipped-feature recaps, postmortems, old plans. The file ends with a table that says which Morion folder holds what.
Keep it short enough to load in every session. The CLAUDE.md use case has the snippet.
6Questions
No. Morion indexes notes: architecture notes, decisions, lessons, specs and tickets. Your agent reads the code with its own tools; Morion hands it the knowledge about the code.
Short enough to load every session: rules, verification commands and the board etiquette. History, postmortems and old plans belong in notes an agent can look up when a ticket needs them.
7What you have now
Every ticket in the queue arrives with its slice of the codebase: the architecture note, the decision behind it, the lesson from last time. The agent reads three notes, not the repository. When it finishes, it writes the lesson back, so the next ticket starts one note richer.
CLAUDE.md stays short. Ask Mo tells you what is decided and what is still open, with the note it came from, and your agent gets the same answer over MCP.
Move the history out of the file and keep the rules.
Put the plan on the board and let agents claim the tickets.