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Agents & integrations

SCOPED GUIDE

Company memory and documents

Keep a memory for each client and attach documents with summaries and text, stored in your own Aether workspace for your team and your agents.

Scoped Cloud, with your own Aether workspace connected

What it is

Company memory keeps what your team has agreed with each client in one place that people and agents read before they act: terms, exceptions, processes, and key decisions. Each company has its own memory, and the workspace has one more for what applies to every client.

Documents are files attached to issues, projects, and initiatives. Each one comes with a short summary and its text, so a teammate or an agent can get what it says without opening the file.

Where it lives

Both live in your own Aether workspace, not in Scoped. A memory is a Markdown file, and Aether keeps every version of it. Scoped keeps a reference to each file and memory, with who changed it and when, but never a copy of the file, the summary, or the memory’s text.

Anyone and any app with access to that Aether workspace can read what Scoped stores there, so your other Aether-connected tools can use the same documents and memory. Removing a file in Scoped only takes it off the record; the file stays in Aether. A workspace export lists the references, and Aether’s own export holds the files and the memory.

Connect your Aether workspace

  1. Open Settings → Apps and choose Aether. Only workspace owners and admins can connect it.
  2. Choose Connect with Aether, sign in to Aether, and pick the Aether workspace to use. You need to be one of its owners or admins.
  3. Allow Scoped. You come back to Scoped connected, and the Aether tile names the Aether workspace.

If you’d rather manage the key yourself, choose Use an API key instead and paste a key from your Aether workspace. Either way, the key Scoped holds can read and write every document in that Aether workspace, not only the files Scoped stores there, so connect a workspace you’re comfortable sharing with Scoped.

Disconnecting stops Scoped from using Aether. Files and memory Scoped stored stay in your Aether workspace. When you connected with Aether, an owner or admin can also choose to delete the files Scoped stored there, by ticking that option and typing the workspace’s name.

Documents, summaries, and text

Attach a file from the Attachments section of an issue, a project, or an initiative. Files can be up to 4 MiB: PDFs, Word, Excel, and PowerPoint files, images, and text files. A PDF or Office file appears once Aether has processed it.

Aether writes a summary in the background after it stores a file, and the file shows the summary as pending until then. Very short files aren’t summarized unless you ask. Open a summary to read it, edit it, or ask Aether to write it again; you can also read a document’s text there. If someone changed a summary after you opened it, Scoped shows the conflict instead of overwriting their version.

Company memory

  1. Open a company and choose Memory. The workspace’s memory, and a search across every memory, are in Settings → Memory.
  2. Choose Add entry under a section to record one agreed point. Each entry is dated and names who added it.
  3. Choose Edit section, or edit the whole file, to rewrite what has changed.

A new memory starts with five sections: Agreed terms, Exceptions, Processes, Key decisions, and Notes. History shows every version and the differences between any two. If someone else saved first, Scoped shows their version beside yours so you can choose which to keep. A memory holds up to 256 KB of text.

How agents use it

Agents connected through the Scoped MCP server use the same memory and documents:

  • get_memory reads a company’s memory, or the workspace’s, whole or a section at a time.
  • append_memory adds an agreed term or decision as a new, dated entry.
  • get_document_summary reads a document’s summary.
  • get_document_text reads a document’s text, a page at a time.

Memory has its own permissions when you connect an agent: reading it, and adding to it. Document tools follow the agent’s access to issues, projects, and initiatives. When an agent picks up an issue or a project, Scoped includes the most relevant parts of the client’s memory and the newest document summaries in its context, cut to the size the agent asks for. To change what an agent can reach, see Review and revoke agent access.

Plans and availability

Adding to company memory, and attaching files to projects and initiatives, are part of Plus and Pro and the 30-day Pro trial. See pricing for each plan.

On Free, files on issues keep working, and nothing already stored goes away: files on projects and initiatives still open, download, and come off; summaries and text stay readable; and memory stays readable, with its history and search. Your Aether workspace’s own plan and limits apply to what Scoped stores there.