feat(skills): add mem0-oss-to-platform migration skill (#5455)

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: kartik-mem0 <kartik.labhshetwar@mem0.ai>
This commit is contained in:
youneshima
2026-06-12 19:48:37 +05:30
committed by GitHub
co-authored by Claude Opus 4.8 kartik-mem0
parent 1d56f85705
commit f48b133101
11 changed files with 668 additions and 8 deletions
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@@ -29,7 +29,7 @@ This is a **polyglot monorepo** containing Python and TypeScript packages, CLIs,
| `integrations/vercel-ai-sdk/` | `@mem0/vercel-ai-provider` — Vercel AI SDK memory provider |
| `server/` | FastAPI REST server for self-hosted Mem0 (Docker: FastAPI + PostgreSQL/pgvector + Neo4j) |
| `openmemory/` | Self-hosted memory platform — `api/` (FastAPI + Alembic + MCP server) and `ui/` (Next.js 15 + React 19) |
| `skills/` | Claude Code skill definitions. Reference skills (SDK knowledge, always-on): `mem0/`, `mem0-cli/`, `mem0-vercel-ai-sdk/`. Pipeline skills (run on demand): `mem0-integrate/`, `mem0-test-integration/` |
| `skills/` | Claude Code skill definitions. Reference skills (SDK knowledge, always-on): `mem0/`, `mem0-cli/`, `mem0-vercel-ai-sdk/`. Pipeline skills (run on demand): `mem0-integrate/`, `mem0-test-integration/`, `mem0-oss-to-platform/` |
| `docs/` | Documentation site (Mintlify) |
| `tests/` | Python SDK tests (pytest) |
| `evaluation/` | Benchmarking framework — LOCOMO evals, experiment runner, score generation |
@@ -390,7 +390,7 @@ Model Context Protocol support in multiple places:
- `integrations/mem0-plugin/` provides integrations for Claude Code, Cursor, and Codex via MCP server connections and lifecycle hooks for automatic memory capture.
- `skills/` contains structured skill definitions for AI agents, split into two categories:
- **Reference skills** (always-on SDK knowledge): `mem0` (Python + TS SDKs, framework integrations), `mem0-cli` (terminal workflows), `mem0-vercel-ai-sdk` (Vercel AI provider).
- **Pipeline skills** (run on demand): `mem0-integrate` wires Mem0 into an existing repo via a TDD pipeline; `mem0-test-integration` verifies what the integrator produced on the same branch. The two are loosely coupled via `.mem0-integration/` artifacts.
- **Pipeline skills** (run on demand): `mem0-integrate` wires Mem0 into an existing repo via a TDD pipeline; `mem0-test-integration` verifies what the integrator produced on the same branch (the two are loosely coupled via `.mem0-integration/` artifacts); `mem0-oss-to-platform` migrates an existing project from Mem0 OSS to the hosted Platform SDK (plan, then execute on approval).
### Adding a New Provider
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@@ -186,9 +186,10 @@ npx skills add https://github.com/mem0ai/mem0 --skill mem0-vercel-ai-sdk
```bash
npx skills add https://github.com/mem0ai/mem0 --skill mem0-integrate
npx skills add https://github.com/mem0ai/mem0 --skill mem0-test-integration
npx skills add https://github.com/mem0ai/mem0 --skill mem0-oss-to-platform
```
Use `/mem0-integrate` to wire Mem0 into an existing repo via a test-first pipeline, then `/mem0-test-integration` to verify. See the [skills catalog](./skills/) or [Vibecoding with Mem0](https://docs.mem0.ai/vibecoding) for the full picture.
Use `/mem0-integrate` to wire Mem0 into an existing repo via a test-first pipeline, then `/mem0-test-integration` to verify. Use `/mem0-oss-to-platform` to migrate an existing project from Mem0 OSS to the hosted Platform SDK. See the [skills catalog](./skills/) or [Vibecoding with Mem0](https://docs.mem0.ai/vibecoding) for the full picture.
### Basic Usage
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@@ -6,9 +6,7 @@ versionFrom: "Open Source"
versionTo: "Platform"
---
# Migrate from Open Source to Platform
Move your Mem0 implementation to managed infrastructure with enterprise features.
## Overview
| Scope | Effort | Downtime |
| --------------------- | -------------- | ---------------------------- |
@@ -30,12 +28,29 @@ Move your Mem0 implementation to managed infrastructure with enterprise features
- **Production Grade**: Auto-scaling, high availability, dedicated support
</Info>
## Plan
### Plan
1. **Sign up**: Create an account on <a href="https://app.mem0.ai?utm_source=oss&utm_medium=migration-oss-to-platform" rel="nofollow">Mem0 Platform</a>.
2. **Get API Key**: Navigate to **Settings > API Keys** and generate a new key.
3. **Review Usage**: Identify where you instantiate `Memory` and where you call `search` or `get_all`.
## Migrate with Agent Skill
Paste this prompt into your coding agent. It uses a migration skill to produce a plan; once you review and approve it, the agent implements the changes.
```text
Migrate my project from Mem0 OSS to the Mem0 Platform SDK using the
mem0-oss-to-platform skill in the mem0ai/mem0 repo, at
skills/mem0-oss-to-platform/
Get the skill whichever way is easiest:
- install it: npx skills add https://github.com/mem0ai/mem0 --skill mem0-oss-to-platform
- if the mem0 repo is cloned locally, read it from skills/mem0-oss-to-platform/
- otherwise fetch that folder from github.com/mem0ai/mem0 (SKILL.md + references/)
Then read SKILL.md and begin the migration.
```
## Migrate
### 1. Import Memories Into Platform
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@@ -45,10 +45,12 @@ Let your assistant execute an end-to-end workflow in an existing repo. Invoked a
```bash
npx skills add https://github.com/mem0ai/mem0 --skill mem0-integrate
npx skills add https://github.com/mem0ai/mem0 --skill mem0-test-integration
npx skills add https://github.com/mem0ai/mem0 --skill mem0-oss-to-platform
```
- `/mem0-integrate` — wire Mem0 into an existing repository using a goal-driven, test-first pipeline. Detects the stack, asks whether to use Platform or OSS, writes failing tests first, and keeps the integration additive and feature-flagged.
- `/mem0-test-integration` — verify what `/mem0-integrate` produced. Runs the repo's native test suite and a real end-to-end smoke flow against your API key, then produces a scorecard.
- `/mem0-oss-to-platform` — migrate an existing project from Mem0 OSS to the hosted Platform SDK. Audits where Mem0 is used, writes a reviewable migration plan, then executes it on approval.
See the [skills index](https://github.com/mem0ai/mem0/tree/main/skills) for the full catalog.
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@@ -22,8 +22,9 @@ Invoked as a slash command to execute a specific end-to-end workflow. These do r
|-------|---------|---------|
| [`mem0-integrate`](./mem0-integrate/) | `/mem0-integrate` — wire Mem0 into an existing repo via TDD | `npx skills add https://github.com/mem0ai/mem0 --skill mem0-integrate` |
| [`mem0-test-integration`](./mem0-test-integration/) | `/mem0-test-integration` — verify what `/mem0-integrate` produced | `npx skills add https://github.com/mem0ai/mem0 --skill mem0-test-integration` |
| [`mem0-oss-to-platform`](./mem0-oss-to-platform/) | `/mem0-oss-to-platform` — migrate a project from Mem0 OSS to the hosted Platform SDK | `npx skills add https://github.com/mem0ai/mem0 --skill mem0-oss-to-platform` |
The two pipeline skills are designed to run in sequence on the same workspace:
The `mem0-integrate` and `mem0-test-integration` skills are designed to run in sequence on the same workspace:
```
/mem0-integrate → mem0-integrate/<slug> branch + .mem0-integration/ artifacts
@@ -36,6 +37,7 @@ The two pipeline skills are designed to run in sequence on the same workspace:
- **Using the terminal CLI?** → `mem0-cli`
- **Building with `@ai-sdk/*`?** → `mem0-vercel-ai-sdk`
- **Want the assistant to wire Mem0 into an existing repo for you?** → `mem0-integrate`, then `mem0-test-integration`
- **Already using Mem0 OSS and want to move to the hosted Platform?** → `mem0-oss-to-platform`
## Links
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# mem0-oss-to-platform — Pipeline Skill
Migrate a project from the Mem0 Open Source (self-hosted) SDK to the Mem0 Platform (hosted) SDK, end to end. The skill audits where Mem0 is used, writes a reviewable migration plan, and executes it after you approve.
> **This is a pipeline skill, not a reference skill.** Invoke it when you want your agent to migrate an existing project's Mem0 integration from OSS to the Platform. For day-to-day SDK coding help, install [`mem0`](../mem0/SKILL.md) instead.
>
> **Part of the Mem0 Skill Graph:**
> - Reference: [mem0](../mem0/SKILL.md) · [mem0-cli](../mem0-cli/SKILL.md) · [mem0-vercel-ai-sdk](../mem0-vercel-ai-sdk/SKILL.md)
> - Pipeline: [mem0-integrate](../mem0-integrate/SKILL.md) → [mem0-test-integration](../mem0-test-integration/SKILL.md) · **mem0-oss-to-platform** (this skill)
## What This Skill Does
When invoked, your assistant will:
- **Discover** every place Mem0 is used in the project — imports, client init, config blocks, call sites, dependencies, env, and local infra
- **Verify** the exact API against the installed SDK rather than guessing
- **Map** each OSS `Memory` usage to its hosted `MemoryClient` equivalent (Python and TypeScript)
- **Flag** everything that isn't a clean 1:1 and needs a human decision
- **Write** a reviewable `MEM0_MIGRATION_PLAN.md`, then **execute it after you approve** — strictly scoped to the Mem0 integration, with no unrelated refactors
## When to Use
Trigger phrases:
- "Migrate my Mem0 setup to the Platform"
- "Switch from self-hosted Mem0 to MemoryClient"
- "Use my Mem0 API key instead of a local Qdrant"
- "Move Mem0 to the hosted/managed service"
Do **not** use this skill for general SDK usage (install [`mem0`](../mem0/SKILL.md)), or to add Mem0 to a repo that doesn't use it yet (use [`mem0-integrate`](../mem0-integrate/SKILL.md)).
## Installation
### CLI (Claude Code, Codex, OpenCode, OpenClaw, or any tool that supports skills)
```bash
npx skills add https://github.com/mem0ai/mem0 --skill mem0-oss-to-platform
```
### Claude.ai
1. Download this `skills/mem0-oss-to-platform` folder as a ZIP
2. Go to **Settings > Capabilities > Skills**
3. Click **Upload skill** and select the ZIP
### Claude API (Skills API)
```bash
curl -X POST https://api.anthropic.com/v1/skills \
-H "x-api-key: $ANTHROPIC_API_KEY" \
-H "Content-Type: application/json" \
-d '{"name": "mem0-oss-to-platform", "source": "https://github.com/mem0ai/mem0/tree/main/skills/mem0-oss-to-platform"}'
```
### Prerequisites
- A Mem0 Platform API key ([get one](https://app.mem0.ai/dashboard/api-keys))
- An existing project that uses the Mem0 OSS SDK
## Workflow
```
(invoke skill) → audits the repo's Mem0 usage,
writes MEM0_MIGRATION_PLAN.md,
stops for your review
(approve) → executes the plan and verifies
(compile/import, real-API smoke test)
```
## Links
- [Mem0 Platform Dashboard](https://app.mem0.ai)
- [Mem0 Documentation](https://docs.mem0.ai)
- [OSS → Platform migration guide](https://docs.mem0.ai/migration/oss-v2-to-v3)
- [Platform vs OSS comparison](https://docs.mem0.ai/platform/platform-vs-oss)
## License
Apache-2.0
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---
name: mem0-oss-to-platform
description: >-
Plan and then execute a migration of a project from the mem0 open-source / self-hosted SDK
(the local `Memory` class) to the mem0 Platform / hosted / managed SDK (the `MemoryClient`
class). Use this whenever a developer wants to move, switch, or migrate their mem0 usage off
OSS/self-hosted to the hosted API — e.g. "migrate my mem0 setup to the platform", "switch from
self-hosted mem0 to MemoryClient", "use my mem0 API key instead of a local Qdrant", "move mem0
to the cloud/hosted/managed service", or "replace my local mem0 vector store + embedder config
with the platform". Applies to Python (`from mem0 import Memory` → `from mem0 import MemoryClient`)
and TypeScript/JavaScript (`import { Memory } from "mem0ai/oss"` → `import MemoryClient from "mem0ai"`).
Trigger even when the user doesn't say the word "migrate" but clearly wants their existing mem0
integration to run against the hosted platform. It first produces a reviewable migration plan,
then executes it after the developer approves. Strictly scoped to the mem0 integration — it does
not refactor, restructure, or "improve" any unrelated code.
---
# Migrate mem0 OSS → mem0 Platform (hosted)
This skill migrates a project's memory layer from the **self-hosted mem0 OSS SDK** to the
**hosted mem0 Platform SDK**, working for any project shape — an agent, a RAG pipeline, an API
service, a chatbot, a background worker. You discover where mem0 is actually used, write a plan the
developer reviews, and then execute it on approval.
## The mental model (read this first — it's why the migration is shaped the way it is)
OSS mem0 means **the developer runs the whole memory stack themselves**: a vector store
(Qdrant/pgvector/Chroma/…), an embedder, an LLM for fact extraction, and a local history DB. All of
that is wired up in a config object passed to `Memory`.
The Platform means **mem0 runs that stack for them**. The developer just holds an **API key**. So
the migration is mostly *subtraction*: the local infrastructure config collapses into a single
`MemoryClient(api_key=...)`. The method calls stay recognizable (`add`/`search`/`get_all`/…), but a
few parameter conventions tighten up and the return values are server responses.
So the core of every migration is:
1. `Memory` / `Memory.from_config({...})` → `MemoryClient()` (reads the API key from the env).
2. Delete the local `vector_store` / `llm` / `embedder` / `graph_store` / `history_db_path` config.
3. Fix up each call site to the hosted call convention (entity IDs into `filters`, pagination, etc.).
4. Flag everything that *isn't* a clean 1:1 so the developer can decide (see `references/gotchas.md`).
**Scope discipline:** touch only mem0-related code, config, dependencies, and env. Preserve the
project's existing behavior, structure, and style. Do not rename things, "tidy" nearby code, or
change the app's logic. The developer asked to swap a backend, not to refactor their project.
## Workflow
Work through these phases in order. Phases 1–4 produce the plan; phase 5 runs only after approval.
### Phase 0 — Prerequisite check
The hosted SDK needs a mem0 API key (`MEM0_API_KEY`, obtainable at https://app.mem0.ai). Confirm
the developer has one. You don't need the key value to write the plan, but flag in the plan that it
must be set (in `.env` / secrets manager, never hardcoded) before execution and verification.
### Phase 1 — Discover the mem0 footprint
Do not assume the layout. Find every place mem0 appears. Detect the language and the **installed**
version first, then sweep for usage. Concretely, search for:
- **Imports / instantiation:** `from mem0 import Memory`, `Memory.from_config`, `Memory(`,
`import ... from "mem0ai"`, `from "mem0ai/oss"`, `new Memory(`.
- **Config blocks:** keys like `vector_store`/`vectorStore`, `embedder`, `llm`, `graph_store`/
`graphStore`, `history_db_path`, `historyStore`, `custom_fact_extraction_prompt`,
`custom_update_memory_prompt`, `enable_graph`.
- **Every call site:** `.add(`, `.search(`, `.get_all(`/`.getAll(`, `.delete_all(`/`.deleteAll(`,
`.get(`, `.update(`, `.delete(`, `.reset(`, `.history(`.
- **Dependencies & env:** `requirements.txt`/`pyproject.toml`/`package.json` for `mem0ai` and any
local-infra deps that exist *only* for mem0 (e.g. `qdrant-client`, `chromadb`); `.env`/config for
things like `OPENAI_API_KEY` used by the local embedder/LLM; any docker-compose service (e.g. a
Qdrant container) that exists only to back mem0.
Use Grep/Glob broadly; a single missed call site is a runtime break later. Record `file:line` for
each finding — the plan's inventory is built from this.
### Phase 2 — Verify the API against the installed SDK (don't guess)
Versions drift, and the OSS and hosted classes have subtly different signatures. Before mapping,
confirm the **real** signatures of the installed package rather than trusting memory:
- **Python:** `python -c "import inspect; from mem0 import MemoryClient; print(inspect.signature(MemoryClient.search))"`
for each method you'll touch, and read the installed source under
`site-packages/mem0/client/main.py` if anything is ambiguous (e.g. whether a method *rejects*
top-level entity params). Also check the OSS side the project currently uses.
- **TypeScript:** read the installed types/dist under `node_modules/mem0ai/` to confirm option names
(`limit` vs `topK`, `userId` vs a nested `filters`) and the default vs `mem0ai/oss` export.
This verification step is the single most important habit — it's what keeps the plan correct across
mem0 versions. Then consult `references/api-mapping.md` for the OSS→hosted translation of each
method (Python and TypeScript), and the official guide at https://docs.mem0.ai/migration/oss-v2-to-v3.
### Phase 3 — Map each site and flag the gaps
For every call site and config block from Phase 1, determine the hosted equivalent using the
mapping. Most calls map cleanly. Some don't — and those matter more than the mechanical edits.
Read `references/gotchas.md` and flag anything that needs a human decision: self-hosted/data-
residency setups, local model choices moving server-side, graph-memory usage, custom prompts, hot-
path calls that now make network round-trips, and **existing locally-stored memories not carrying
over** (data migration is out of scope unless the developer asks — note it, don't silently attempt it).
### Phase 4 — Write the plan and stop
Write the full plan to `MEM0_MIGRATION_PLAN.md` at the repo root, following the structure in
`references/plan-template.md`. It must be concrete enough to execute from and honest about the gaps.
Then **stop and present it for review.** Do not start editing code in the same turn — the whole
point is that the developer reads and approves the plan first.
### Phase 5 — Execute on approval (guided)
Once the developer approves (they may ask for changes first — incorporate them), execute the plan:
- Make the edits file by file, staying strictly within mem0 scope.
- Update dependencies and env (`MEM0_API_KEY`; remove now-dead local-infra deps/services only if
they exist solely for mem0 and you're confident).
- **Verify**, mirroring how you'd confirm any backend swap:
- It imports / type-checks / byte-compiles.
- A smoke test exercises `add` → `search`/`get_all` → `delete_all` against the hosted API with a
real `MEM0_API_KEY`, and the app's own entry point still runs.
- No local mem0 storage directory gets created anymore (e.g. a `.mem0/`, local Qdrant path) —
proof the memory really lives on the platform now.
- Report what changed, what was verified, and any flagged concerns the developer still needs to act
on (e.g. configuring custom instructions in the dashboard, migrating old data).
## Reference files
- `references/api-mapping.md` — exact OSS→hosted method/param/return mapping for Python and
TypeScript, plus dependency and env changes. Read during Phase 2–3.
- `references/gotchas.md` — the things that aren't a clean 1:1 and need a human decision. Read
during Phase 3 so the plan's "Concerns" section is complete.
- `references/plan-template.md` — the exact structure for `MEM0_MIGRATION_PLAN.md`. Use in Phase 4.
@@ -0,0 +1,117 @@
# OSS → Platform API mapping
Exact translation of the mem0 OSS (self-hosted `Memory`) API to the hosted `MemoryClient` API.
**Always confirm against the installed package** (see SKILL.md Phase 2) — versions drift. The facts
below match `mem0ai` 2.0.x (the v3 platform API) and the official guide:
https://docs.mem0.ai/migration/oss-v2-to-v3
## Contents
- [Python](#python)
- [TypeScript / JavaScript](#typescript--javascript)
- [Return shapes](#return-shapes)
- [Dependencies & environment](#dependencies--environment)
- [v2→v3 default/behavior changes](#v2v3-defaultbehavior-changes)
---
## Python
### Import & client construction
```python
# OSS (self-hosted)
from mem0 import Memory
memory = Memory() # or:
memory = Memory.from_config({ # all of this local config disappears
"vector_store": {...},
"llm": {...},
"embedder": {...},
"history_db_path": "...",
})
# Platform (hosted)
from mem0 import MemoryClient
memory = MemoryClient() # reads MEM0_API_KEY from the env
# or: MemoryClient(api_key="...")
```
Notes:
- The client reads `MEM0_API_KEY` from the environment when `api_key` is omitted.
- **Drop** `vector_store`, `llm`, `embedder`, `graph_store`, `history_db_path` — these are managed
server-side now.
- **Drop** `org_id` / `project_id` constructor args if present — they're resolved from the API key
in v3.
- For async codebases, use `AsyncMemoryClient` (same methods, `await`-ed).
### Method calls
| Operation | OSS `Memory` | Hosted `MemoryClient` |
|---|---|---|
| add | `memory.add(messages, user_id="u")` | `memory.add(messages, user_id="u")` — unchanged (top-level entity IDs accepted) |
| search | `memory.search(q, user_id="u", limit=N)` *(older)* or `…, filters={"user_id":"u"}, top_k=N` *(newer)* | `memory.search(q, filters={"user_id": "u"}, top_k=N)` — entity IDs **must** be inside `filters`; top-level `user_id`/`agent_id`/`app_id`/`run_id` raise `ValueError` |
| get_all | `memory.get_all(user_id="u")` or `…, filters={"user_id":"u"}` | `memory.get_all(filters={"user_id": "u"}, page=1, page_size=N)` — entity IDs in `filters`; paginated with `page`/`page_size` (**not** `top_k`) |
| delete_all | `memory.delete_all(user_id="u")` | `memory.delete_all(user_id="u")` — unchanged |
| get | `memory.get(memory_id)` | `memory.get(memory_id)` |
| update | `memory.update(memory_id, data=...)` | `memory.update(memory_id, text=...)` — confirm param name against installed sig |
| delete | `memory.delete(memory_id)` | `memory.delete(memory_id)` |
| reset | `memory.reset()` (wipes the local store) | **No global reset.** Use `memory.delete_all(filters=...)` scoped to the relevant entity. Flag this. |
Key rule: for **search** and **get_all**, the hosted client requires entity IDs (`user_id`,
`agent_id`, `app_id`, `run_id`) inside a `filters` dict and will raise if you pass them top-level.
For **add** and **delete_all**, top-level entity IDs are accepted.
---
## TypeScript / JavaScript
The hosted and OSS SDKs ship in the same `mem0ai` npm package, distinguished by import path.
Confirm option names against `node_modules/mem0ai/` types.
### Import & client construction
```typescript
// OSS (self-hosted) — note the "/oss" subpath
import { Memory } from "mem0ai/oss";
const memory = new Memory({ /* vectorStore, embedder, llm, historyStore … */ });
// Platform (hosted) — default export from the package root
import MemoryClient from "mem0ai";
const memory = new MemoryClient({ apiKey: process.env.MEM0_API_KEY });
// Drop organizationId / projectId — resolved from the API key in v3.
```
### Method calls (option-object differences)
| Operation | OSS / old client | Hosted client (v3) |
|---|---|---|
| add | `memory.add(messages, { userId: "u" })` | `memory.add(messages, { userId: "u" })` — unchanged |
| search | `memory.search(q, { userId: "u", limit: 20 })` | `memory.search(q, { filters: { userId: "u" }, topK: 20 })` — entity IDs into `filters`; `limit` → `topK` |
| getAll | `memory.getAll({ userId: "u" })` | `memory.getAll({ filters: { userId: "u" } })` — entity IDs into `filters` |
| deleteAll | `memory.deleteAll({ userId: "u" })` | `memory.deleteAll({ userId: "u" })` |
| get / update / delete | `memory.get(id)` etc. | same, by memory id |
Also drop legacy options that no longer apply on v3: `async_mode`, `output_format`, `enable_graph`.
---
## Return shapes
- `search(...)` and `get_all(...)` return `{"results": [...]}`; each item has at least a `memory`
(text) field, plus `id` and (for search) `score`. Code that reads `result["results"]` and pulls
`item["memory"]` keeps working.
- `get_all(...)` on the hosted client is paginated: `{"count", "next", "previous", "results": [...]}`.
- `add(...)` returns the created memories. On v3 it returns **only ADD events** — if the old code
branched on `event == "UPDATE"` / `"DELETE"` from `add()` results, that branch is now dead.
---
## Dependencies & environment
- **Keep** the `mem0ai` dependency — `MemoryClient` ships in the same package. No version bump is
required just to use the hosted client (confirm the installed version supports it).
- **Remove** dependencies that existed *only* to back the local mem0 store/embedder/LLM and are now
unused (e.g. `qdrant-client`, `chromadb`, a local embedding lib). Only remove what you can confirm
is unused elsewhere.
- **Add** `MEM0_API_KEY` to the environment / `.env.example` / secrets manager / deployment config.
- Local-infra services (e.g. a Qdrant docker-compose service) that existed only for mem0 can be
retired — flag this rather than deleting infrastructure unilaterally.
## v2→v3 default/behavior changes
From the official migration guide — surface any that affect the project:
- Python `top_k` default changed 100 → 20; TS `limit` renamed to `topK`.
- New `threshold` default `0.1` (was none); new `rerank` default `false` (was true).
- `custom_fact_extraction_prompt` → `custom_instructions`; `custom_update_memory_prompt` deprecated.
- Graph memory (`enable_graph`, `graph_store`) removed from the OSS v3 surface — see gotchas.
@@ -0,0 +1,63 @@
# Gotchas — the things that aren't a clean 1:1
Swapping `Memory` for `MemoryClient` is mostly mechanical. These items are *not* mechanical: they
change behavior, move responsibility off the developer's machine, or have no direct equivalent.
Every one that applies to the project belongs in the plan's **"Concerns & decisions needed"**
section, phrased as a decision for the developer — never silently resolved.
## 1. Data does not migrate with the code
Migrating the *code* does not move the *memories*. Anything stored in the local vector store /
history DB stays there; the hosted account starts empty. This is the most surprising gap, so call
it out prominently. Data migration is **out of scope** unless the developer explicitly asks. If they
do, the rough path is: read everything from the OSS store (`get_all` per user/entity) and re-`add`
it to the hosted client — but treat that as a separate, opt-in task.
## 2. Self-hosting / data residency
A local or self-hosted vector store sometimes exists *on purpose* — compliance, data residency, air-
gapped deployment, cost. Moving to the managed platform sends memory content to mem0's servers.
Don't assume that's acceptable; flag it as an explicit decision, especially for regulated domains.
## 3. Local models move server-side
If the OSS config used specific local/self-chosen models (e.g. Ollama, a particular embedder, a
non-OpenAI LLM for fact extraction), those choices disappear — extraction and embedding now run on
the platform with the platform's configuration. Memory *content and quality may shift* as a result.
Flag where the project depended on a specific model.
## 4. Graph memory
If the project uses graph memory (`enable_graph`, `graph_store`), this changed in v3 and is handled
differently on the platform. Don't assume a drop-in mapping — verify current platform graph support
in the docs and flag the usage for the developer.
## 5. Custom prompts / extraction config
`custom_fact_extraction_prompt` → `custom_instructions`, and `custom_update_memory_prompt` is
deprecated. On the platform these tend to be **project-level settings configured in the dashboard**
rather than passed in code. Flag any custom prompt the project relied on so the developer can re-
apply it in the dashboard.
## 6. Every call is now a network request
Local calls become remote API calls. That introduces latency, network failures, timeouts, rate
limits, and per-call cost. Flag mem0 calls on hot paths or in tight loops, and recommend adding
error handling / retries / timeouts where the old local calls were effectively infallible. For async
apps, use `AsyncMemoryClient` (Python) so calls don't block the event loop.
## 7. API key & secrets
The hosted client needs `MEM0_API_KEY`. It must come from the environment / a secrets manager — never
hardcoded. Ensure it's added to `.env.example`, local `.env`, CI, and deployment config. Without it
the client fails to initialize.
## 8. Dropped constructor args & legacy options
`org_id` / `project_id` (Python) and `organizationId` / `projectId` (TS) are no longer passed to the
constructor in v3 — they're resolved from the API key. Per-call legacy options like `async_mode`,
`output_format`, and `enable_graph` are gone. Remove them rather than leaving dead args.
## 9. Return-shape drift
- `add()` returns **only ADD events** on v3. Code that inspected `add()` results for `UPDATE` /
`DELETE` events has dead branches now.
- `search` / `get_all` return `{"results": [...]}`; `get_all` is paginated (`count`/`next`/
`previous`/`results`). Code that limited via `top_k` on `get_all` should move to `page`/`page_size`.
- Default `top_k` dropped 100 → 20, `threshold` now `0.1`, `rerank` now `false` — result counts and
ordering can change even when the call looks equivalent.
## 10. No global `reset()`
The OSS `reset()` wipes the whole local store. There's no hosted equivalent that nukes everything;
use `delete_all` scoped by `filters`. Flag any `reset()` call.
@@ -0,0 +1,72 @@
# Plan template — `MEM0_MIGRATION_PLAN.md`
Write the plan to `MEM0_MIGRATION_PLAN.md` at the repo root using the structure below. Keep it
concrete enough to execute from and honest about the gaps. Fill every section from the actual
findings — don't leave placeholders. Drop a section only if it genuinely doesn't apply (and say so).
```markdown
# mem0 OSS → Platform Migration Plan
## Summary
- One paragraph: what's moving (self-hosted `Memory` → hosted `MemoryClient`) and why.
- Detected language(s) and the installed `mem0ai` version.
- Counts: N files touched, M call sites, plus config/deps/env changes.
## Prerequisites
- `MEM0_API_KEY` must be set in the environment before execution/verification (https://app.mem0.ai).
- Note where it should live (`.env`, secrets manager, CI, deploy config).
## Inventory
A table of every mem0 touchpoint found, so the developer can see the full footprint:
| File:line | Current (OSS) usage | Category | Maps to |
|-----------|--------------------|----------|---------|
| path:LN | `Memory.from_config({...})` | client init | `MemoryClient()` |
| path:LN | `memory.search(q, user_id=...)` | call site | `search(q, filters={...}, top_k=...)` |
| ... | ... | config / dep / env / infra | ... |
## Change set
Grouped by file. For each, a short before → after with the actual surrounding code, so the edits are
unambiguous. Example:
### `path/to/file.py`
- Replace import `from mem0 import Memory` → `from mem0 import MemoryClient`.
- Replace the `Memory.from_config({...})` block with `MemoryClient()` (drops local vector_store/
llm/embedder/history config).
- `search(...)`: move `user_id` into `filters={"user_id": ...}`; keep `top_k`.
```
# before
...
# after
...
```
## Dependencies & config
- `requirements.txt` / `pyproject.toml` / `package.json`: keep `mem0ai`; remove now-unused local-
infra deps (list them, with the reason each is safe to remove).
- Env: add `MEM0_API_KEY`; remove env vars only used by the old local embedder/LLM if now unused.
- Infrastructure: local services that existed only for mem0 (e.g. a Qdrant docker-compose service)
can be retired — listed for the developer's confirmation, not auto-deleted.
## Concerns & decisions needed
The non-1:1 items from the gotchas that apply here, each phrased as a decision for the developer.
Cover, where relevant: data not migrating, self-hosting/data-residency, local models moving server-
side, graph memory, custom prompts (now dashboard settings), network/latency/cost on hot paths,
return-shape changes (`add` ADD-only, `get_all` pagination, default `top_k`/threshold/rerank), and
any `reset()` usage. Be specific about which file/line each concern affects.
## Out of scope
- Existing memory **data** is not migrated (code only). If wanted, it's a separate opt-in task
(export from the OSS store, re-add to the hosted client).
- No unrelated refactors, renames, or behavior changes.
## Verification plan
How execution will be confirmed end-to-end:
- Imports / type-checks / byte-compiles cleanly.
- Smoke test against the hosted API with a real `MEM0_API_KEY`: `add` a fact → `search`/`get_all`
returns it → `delete_all` clears it. Plus: the app's own entry point still runs.
- Confirm no local mem0 storage dir is created anymore (e.g. `.mem0/`) — proof memory is hosted.
## Rollback
- All changes are in version control; revert with git if needed. Note the branch/commit strategy.
```