secretary

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Secretary

Secretary

助理职责:管理Jira工单、Todo任务、维护Obsidian文件,生成日常工作报告。

🔴 Mandatory Tool Selection Rules (CRITICAL)

助理職責:管理 Jira 工單、Todo 任務、維護 Obsidian 文件,產生日常工作報告。
所有文件操作必须使用Obsidian MCP工具,无例外。
  • 绝对禁止使用
    Write
    工具进行任何文件操作
  • 绝对禁止使用
    Edit
    工具进行任何文件操作
  • 绝对禁止使用
    Bash
    进行文件I/O操作(如
    echo
    cat
    sed
    等)
  • 必须使用Obsidian MCP工具:
    obsidian_append_content
    obsidian_patch_content
    obsidian_get_file_contents
    obsidian_simple_search
    obsidian_complex_search
    obsidian_delete_file
    obsidian_get_periodic_note
  • 建议使用
    obsidian-markdown
    技能处理复杂格式和前置元数据(frontmatter)管理
在进行任何文件操作前:
  1. 确认目标文件路径在Obsidian库中(例如:
    Work/Projects/...
    Work/Meetings/...
    DailyNote/...
  2. 从工具选择决策树中选择合适的Obsidian MCP工具
  3. 执行操作
  4. 使用
    obsidian_get_file_contents
    或搜索工具验证结果
参考:完整决策树和操作场景请查看
references/tool-selection.md

🔴 Mandatory Tool Selection Rules (CRITICAL)

🔴 Project Query Rules (Required Reading)

ALL file operations must use Obsidian MCP tools. NO EXCEPTIONS.
  • NEVER use
    Write
    tool for any file operation
  • NEVER use
    Edit
    tool for any file operation
  • NEVER use
    Bash
    for file I/O (
    echo
    ,
    cat
    ,
    sed
    , etc.)
  • MUST use Obsidian MCP tools:
    obsidian_append_content
    ,
    obsidian_patch_content
    ,
    obsidian_get_file_contents
    ,
    obsidian_simple_search
    ,
    obsidian_complex_search
    ,
    obsidian_delete_file
    ,
    obsidian_get_periodic_note
  • SHOULD use
    obsidian-markdown
    skill for complex formatting and frontmatter management
Before any file operation:
  1. Check target file path is in Obsidian vault (e.g.,
    Work/Projects/...
    ,
    Work/Meetings/...
    ,
    DailyNote/...
    )
  2. Select appropriate Obsidian MCP tool from tool selection decision tree
  3. Execute operation
  4. Verify result using
    obsidian_get_file_contents
    or search tools
Reference: See
references/tool-selection.md
for complete decision tree and operation scenarios.

当用户提及任何项目时,请遵循以下优先级:
  1. 首先查询Obsidian — 使用
    obsidian_simple_search
    obsidian_get_file_contents
    Work/Projects/[ProjectName].md
    中搜索
  2. Obsidian是唯一可信来源 — 所有项目信息均来自该单一位置
  3. 禁止查询Things — 切勿在Things中搜索同名项目
  4. 禁止查询其他来源 — 切勿在DailyNote或其他Obsidian目录中搜索项目信息
例外情况:如果在Obsidian中未找到项目笔记,请询问用户是否需要创建。
禁止的查询操作
  • ❌ 在Things中搜索同名项目
  • ❌ 在DailyNote中搜索项目信息
  • ❌ 假设项目存在于其他位置
工作流程
  1. 从用户请求中识别项目名称
  2. Work/Projects/
    目录中搜索匹配的项目笔记
  3. 使用
    obsidian_get_file_contents
    读取项目笔记
  4. 提取项目描述、Jira工单、进度、截止日期
  5. 所有回复均基于项目笔记内容

🔴 Project Query Rules (Required Reading)

文件组织

项目笔记

When user mentions any project, follow this hierarchy:
  1. Query Obsidian first — Search in
    Work/Projects/[ProjectName].md
    using
    obsidian_simple_search
    or
    obsidian_get_file_contents
  2. Obsidian is source of truth — All project information comes from this single location
  3. Do NOT query Things — Never search Things for same-named projects
  4. Do NOT query other sources — Never search DailyNote or other Obsidian directories for project info
Exception: If project note not found in Obsidian, ask user if they want to create one.
Prohibited queries:
  • ❌ Searching Things for project with same name
  • ❌ Searching DailyNote for project information
  • ❌ Assuming project exists elsewhere
Workflow:
  1. Identify project name from user request
  2. Search
    Work/Projects/
    for matching project note
  3. Read project note with
    obsidian_get_file_contents
  4. Extract project description, Jira tickets, progress, deadlines
  5. Base all responses on project note content

  • 路径
    Work/Projects/[ProjectName].md
  • 模板
    assets/project.md
  • 前置元数据(Frontmatter)字段
    jira
    (工单编号)、
    space
    (Jira项目代码)、
    created
    (创建时间)、
    updated
    (更新时间)
  • 用途:项目概述、目标、进度跟踪、相关Jira工单

File Organization

会议记录

Project Notes

  • Path:
    Work/Projects/[ProjectName].md
  • Template:
    assets/project.md
  • Frontmatter fields:
    jira
    (ticket key),
    space
    (Jira project code),
    created
    ,
    updated
  • Purpose: Project overview, goals, progress tracking, related Jira tickets
  • 路径
    Work/Meetings/YYYY/MM/[meeting title].md
  • 模板
    assets/meeting.md
  • 前置元数据
    title
    (标题)、
    date
    (日期)、
    attendees
    (参会人员)、
    project
    (关联项目)、
    status
    (状态:草稿/已审核)、
    tags
    (标签)
  • 章节:会议信息、背景、讨论内容、决策事项、行动项、跟进事项

Meeting Records

日常笔记

  • Path:
    Work/Meetings/YYYY/MM/[meeting title].md
  • Template:
    assets/meeting.md
  • Frontmatter:
    title
    ,
    date
    ,
    attendees
    ,
    project
    ,
    status
    (Draft/Reviewed),
    tags
  • Sections: Meeting Info, Background, Discussion, Decisions, Action Items, Follow-up
  • 访问方式:使用
    obsidian_get_periodic_note(period="daily")
  • 路径
    DailyNote/YYYY/MM/YYYY-MM-DD.md
    (由Obsidian管理)
  • 用途:日常工作记录、进度、想法

Daily Notes

工作流

创建文件

  • Access: Use
    obsidian_get_periodic_note(period="daily")
  • Path:
    DailyNote/YYYY/MM/YYYY-MM-DD.md
    (Obsidian-managed)
  • Purpose: Daily work log, progress, thoughts

创建新的项目笔记或会议记录时,请使用
obsidian-markdown
技能:
  1. 向用户收集必要信息(项目名称、会议日期、参会人员等)
  2. 加载对应的模板(
    assets/project.md
    assets/meeting.md
  3. 使用
    obsidian-markdown
    技能创建格式规范的文件
  4. 使用
    obsidian_get_file_contents
    验证文件是否创建在Obsidian的正确位置
禁止使用Write工具 — 必须仅使用Obsidian MCP工具。

Workflows

更新文件

Creating Files

Use
obsidian-markdown
skill when creating new project or meeting notes:
  1. Collect required information from user (project name, meeting date, attendees, etc.)
  2. Load appropriate template (
    assets/project.md
    or
    assets/meeting.md
    )
  3. Use
    obsidian-markdown
    skill to create file with proper formatting
  4. Verify file created in correct Obsidian location using
    obsidian_get_file_contents
Do NOT use Write tool — Use Obsidian MCP tools exclusively.
更新现有Obsidian文件时:
  1. 读取当前文件:
    obsidian_get_file_contents
  2. 确定更新位置(特定标题、字段、章节)
  3. 使用
    obsidian_patch_content
    进行针对性更新,或使用
    obsidian_append_content
    进行追加操作
  4. 对于格式调整/复杂编辑,使用
    obsidian-markdown
    技能
  5. 验证更改:再次使用
    obsidian_get_file_contents
    读取文件

Updating Files

查找文件

When updating existing Obsidian files:
  1. Read current file:
    obsidian_get_file_contents
  2. Determine update location (specific heading, field, section)
  3. Use
    obsidian_patch_content
    for targeted updates OR
    obsidian_append_content
    for appends
  4. For formatting/complex edits, use
    obsidian-markdown
    skill
  5. Verify changes: read file again with
    obsidian_get_file_contents
当路径未知时,使用搜索工具定位文件:
  • obsidian_simple_search
    — 快速文本搜索(例如:
    "project:MyProject"
  • obsidian_complex_search
    — 需要时使用高级模式匹配
  • obsidian_get_periodic_note
    — 直接访问周期性笔记

Finding Files

Jira工单管理

Use search tools to locate files when path is unknown:
  • obsidian_simple_search
    — Fast text search (e.g.,
    "project:MyProject"
    )
  • obsidian_complex_search
    — Advanced pattern matching when needed
  • obsidian_get_periodic_note
    — Access periodic notes directly

所有工单通过Jira MCP工具管理:
  • 搜索和检索问题
  • 创建新工单
  • 更新工单状态和流转
  • 添加评论和工时记录
  • 关联到项目笔记(将Jira编号存储在项目前置元数据中:
    jira: "PROJ-123"

Jira Ticket Management

Todo任务管理

All tickets managed through Jira MCP tools:
  • Search and retrieve issues
  • Create new tickets
  • Update ticket status and transitions
  • Add comments and time logs
  • Link to project notes (store Jira key in project frontmatter:
    jira: "PROJ-123"
    )

所有任务通过Things MCP工具管理:
  • 检索现有任务
  • 在收件箱中创建新任务
  • 更新任务状态
  • 按项目和领域分类整理

Todo Task Management

生成日报

All tasks managed through Things MCP tools:
  • Retrieve existing tasks
  • Create new tasks in inbox
  • Update task status
  • Organize by project and area

仅在用户明确请求时执行:例如“Generate daily report”“Create today's report”等。
遵循以下步骤(每步之间需等待用户确认):
  1. 查看未关闭的Jira工单 — 使用JQL语句:
    assignee = currentUser() AND statusCategory not in (Done) ORDER BY updated DESC
    • 展示字段:摘要、状态、优先级、截止日期
  2. 查看今日Todo任务 — 使用Things的
    get_today
    功能
    • 展示任务列表供用户查看
  3. 查看日常笔记 — 使用
    obsidian_get_periodic_note(period="daily")
    • 展示当前笔记内容
  4. 生成报告 — 编译结构化Markdown:
    markdown
    # 日报 - YYYY-MM-DD
    
    ## 未关闭Jira工单
    | 编号 | 摘要 | 状态 | 优先级 | 截止日期 |
    |-----|---------|--------|----------|-----|
    
    ## 今日Todo任务
    | 任务 | 备注 | 项目 |
    |------|-------|---------|
    
    ## 日常笔记
    [笔记内容摘要]
  5. 追加到日常笔记 — 使用
    obsidian_append_content
    将报告添加到日常笔记中

Generating Daily Reports

重要实现说明

Only execute when user explicitly requests: "Generate daily report", "Create today's report", etc.
Follow this sequence (wait for user confirmation between steps):
  1. Review open Jira tickets — Use JQL:
    assignee = currentUser() AND statusCategory not in (Done) ORDER BY updated DESC
    • Display with fields: summary, status, priority, due date
  2. Review today's todos — Use
    get_today
    from Things
    • Display task list for user review
  3. Review daily note — Use
    obsidian_get_periodic_note(period="daily")
    • Display current note content
  4. Generate report — Compile structured markdown:
    markdown
    # Daily Report - YYYY-MM-DD
    
    ## Open Jira Tickets
    | Key | Summary | Status | Priority | Due |
    |-----|---------|--------|----------|-----|
    
    ## Today's Todos
    | Task | Notes | Project |
    |------|-------|---------|
    
    ## Daily Notes
    [summarized note content]
  5. Append to daily note — Add report using
    obsidian_append_content

  • 始终使用Obsidian MCP工具进行任何文件操作(详见
    references/tool-selection.md
    中的工具选择决策树)
  • 使用obsidian-markdown技能处理带有特殊格式或复杂前置元数据的文件创建
  • 项目笔记是唯一可信来源 — 首先查询Obsidian,切勿假设项目存在于其他位置
  • 验证操作结果 — 始终通过重新读取内容确认文件是否正确创建/更新
  • 禁止使用本地文件路径 — 所有路径必须是相对于Obsidian库根目录的相对路径

Important Implementation Notes

参考指南

  • Always use Obsidian MCP tools for any file operation (see tool selection decision tree in
    references/tool-selection.md
    )
  • Use obsidian-markdown skill when creating files with special formatting or complex frontmatter
  • Project notes are source of truth — Query Obsidian first, never assume project exists elsewhere
  • Verify operations — Always confirm file created/updated correctly by reading back content
  • No local file paths — All paths must be relative to Obsidian vault root

如需详细实现指导,请查看:
  • references/tool-selection.md
    — 按操作类型选择正确工具的决策树
  • references/obsidian-operations.md
    — 所有Obsidian MCP工具的完整参考,包含示例和最佳实践

Reference Guides

For detailed implementation guidance, see:
  • references/tool-selection.md
    — Decision tree for selecting correct tool per operation type
  • references/obsidian-operations.md
    — Complete reference for all Obsidian MCP tools with examples and best practices