add claude-obsidian
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김경종
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---
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type: reference
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title: "Methodology Modes — Quick Decision Tree"
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tags:
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- reference
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- methodology
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- wiki-mode
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status: evergreen
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related:
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- "[[methodology-modes-guide]]"
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- "[[wiki-mode]]"
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---
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# Methodology Modes — Quick Decision Tree
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Pick a vault organizational style with `bash bin/setup-mode.sh`.
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```
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┌──────────────────────────────────┐
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│ Do you have a methodology │
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│ preference for organizing notes? │
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└──────────────┬───────────────────┘
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│
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┌────────────────┴────────────────┐
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NO YES
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│ │
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▼ ▼
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┌────────────────┐ ┌──────────────────────────────┐
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│ GENERIC │ │ How do you think about content│
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│ (v1.7 default; │ └────────────────┬──────────────┘
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│ no opinion) │ │
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└────────────────┘ ┌────────────────────┼────────────────────┐
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│ │ │
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▼ ▼ ▼
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"topic clusters "active projects "atomic claims
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+ navigation vs ongoing with IDs +
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by links" responsibilities" dense links"
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│ │ │
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▼ ▼ ▼
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┌──────────┐ ┌──────────┐ ┌────────────────┐
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│ LYT │ │ PARA │ │ ZETTELKASTEN │
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│ (MOCs) │ │ (4-bucket│ │ (timestamped │
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│ │ │ actionable) │ IDs, flat) │
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└──────────┘ └──────────┘ └────────────────┘
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```
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## Quick comparison
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| | Generic | LYT | PARA | Zettelkasten |
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|---|---|---|---|---|
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| Folders | sources/entities/concepts/sessions/ | mocs/notes/ | projects/areas/resources/archives/ | (none — flat) |
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| Navigation | folder browse | link follow via MOCs | folder browse | ID reference |
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| Naming | descriptive | descriptive | descriptive | timestamp prefix |
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| Best for | beginners, mixed use | knowledge clusters | knowledge workers, GTD | researchers, academics |
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| Discipline | low | medium | medium | high |
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## Per-mode follow-up
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After setting mode:
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- **Generic**: nothing further; v1.7 behavior preserved
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- **LYT**: create your first MOC; new ingests update MOCs automatically via wiki-ingest
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- **PARA**: process the `wiki/projects/inbox/` + `wiki/resources/incoming/` buckets periodically
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- **Zettelkasten**: build the parent/child relationship graph as notes accumulate; rely on Obsidian Graph view
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## Cross-reference
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Full guide: [[methodology-modes-guide]]
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Skill: [[wiki-mode]] (`skills/wiki-mode/SKILL.md`)
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Router: `scripts/wiki-mode.py`
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Setup: `bash bin/setup-mode.sh`
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---
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type: reference
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title: "Transport Fallback Decision Tree"
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status: evergreen
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related:
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- "[[wiki-cli]]"
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- "[[mcp-setup]]"
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updated: 2026-05-17
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---
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# Transport Fallback Decision Tree
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claude-obsidian v1.7+ supports four ways to read and mutate vault notes. This document is the canonical decision tree skills consult when picking one.
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## Quick reference
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```
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┌─────────────────────────┐
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│ I need to read/write │
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│ a wiki note │
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└────────────┬────────────┘
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│
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▼
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┌─────────────────────────────────────────────┐
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│ Read .vault-meta/transport.json │
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│ (if missing, run scripts/detect-transport.sh)│
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└─────────────────────────────────────────────┘
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│
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┌────────────────┴────────────────┐
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│ │
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preferred = "cli" preferred = "filesystem"
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│ │
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▼ ▼
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┌──────────────────┐ ┌────────────────────┐
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│ obsidian-cli <op>│ │ Read/Write/Edit │
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│ │ │ tools with absolute│
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│ Falls through on │ │ vault paths │
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│ binary error to │ │ │
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│ filesystem. │ │ Final floor. │
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└──────────────────┘ └────────────────────┘
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```
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## The fallback chain (highest to lowest precedence)
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| # | Transport | When preferred | Strengths | Weaknesses |
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|---|-----------|----------------|-----------|------------|
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| 1 | **`cli`** | Desktop with Obsidian 1.12+ installed. Auto-detected by `scripts/detect-transport.sh`. | No MCP, no TLS, no plugins. Subprocess speed. Loud failure on missing binary. | Desktop-only. Single-vault per invocation. |
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| 2 | **`mcp-obsidian`** | When the user has the Local REST API plugin + an MCP server configured. Not auto-detected in v1.7 — user must edit `transport.json` by hand or override per call. | Persistent connection; rich tools (`mcp__obsidian-vault__*`); patch_note primitives. | Requires plugin install + TLS bypass for self-signed cert; reentrancy risk in self-MCP-calls. |
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| 3 | **`mcpvault`** | When user has `@bitbonsai/mcpvault` configured. Not auto-detected in v1.7. | No Obsidian plugin needed; BM25 search built in. | Filesystem-based — no Obsidian-native features (live render, hot reload). |
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| 4 | **`filesystem`** | Always available. Final floor. Used when nothing above is. | Zero setup. Works on any machine with the repo. | No Obsidian-aware features (no resolved Bases, no daily-note logic, no backlink graph). |
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## When skills should consult this tree
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Any skill that mutates a vault file should follow this pattern at the top:
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```python
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# Pseudocode for any vault-mutating skill
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transport = read_json(".vault-meta/transport.json") # auto-created on first run
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match transport["preferred"]:
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case "cli":
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result = bash(f'obsidian-cli {operation} "{vault_root}" "{path}"')
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case "mcp-obsidian" | "mcpvault":
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result = mcp_call(operation, path)
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case "filesystem" | _:
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result = read_or_write_tool(absolute_path)
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```
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Skills covered by this policy in v1.7:
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- `wiki-ingest` — page creation, frontmatter mutation, manifest updates
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- `wiki-query` — page reads (when standard or deep mode pulls full text)
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- `wiki-lint` — bulk reads for orphan/link analysis
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- `wiki-fold` — fold-page writes
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- `save` — session-note writes
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- `autoresearch` — source + concept page writes during the research loop
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Skills that explicitly bypass the tree (always use direct filesystem):
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- `wiki-cli` — this skill IS the CLI wrapper; recursion is meaningless
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- `defuddle` — operates on HTTP-fetched content, not vault state
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- `obsidian-markdown` / `obsidian-bases` / `canvas` — reference skills, do not mutate the vault
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## Refresh policy
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`scripts/detect-transport.sh` rewrites `.vault-meta/transport.json` only if the existing snapshot is older than 7 days (`STALE_AFTER_DAYS=7`). To force a refresh after installing/uninstalling the Obsidian CLI:
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```bash
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bash scripts/detect-transport.sh --force
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```
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## Manual override
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If you have an MCP transport configured (or any other transport not in the auto-detected set) and want claude-obsidian to use it as preferred:
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1. Open `.vault-meta/transport.json` in any editor.
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2. Set `"preferred": "mcp-obsidian"` (or `"mcpvault"`, or any custom value).
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3. Set `"fallback_chain": ["mcp-obsidian", "filesystem"]` (or your preferred order).
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4. Add a `"manual_override": true` field at the top level so the detection script knows not to clobber your `preferred` + `fallback_chain` on next run.
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The detection script (`scripts/detect-transport.sh`, v1.8.2+) parses the existing transport.json BEFORE running auto-detection. When `manual_override` is `true`, the script re-runs auto-detection only to refresh `available.cli.*` and `available.cli.obsidian_app_running` (so the human log line stays accurate), but preserves the user's `preferred` and `fallback_chain` choices across every cycle — including `--force` runs and post-staleness refreshes. The `manual_override` field itself round-trips through the snapshot, so the override survives indefinitely.
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To disable the override later, edit the file and either set `"manual_override": false` or delete the field; the next detection pass will recompute `preferred` from auto-detection.
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## See also
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- Detection script: [`scripts/detect-transport.sh`](../../scripts/detect-transport.sh)
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- CLI recipe reference: [`skills/wiki-cli/SKILL.md`](../../skills/wiki-cli/SKILL.md)
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- Legacy 4-option MCP setup: [`skills/wiki/references/mcp-setup.md`](../../skills/wiki/references/mcp-setup.md) (still authoritative for MCP configuration steps)
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