verify-setup

SKILL.md

Skill: Verification & Testing

Verify that every layer of the Personize stack works after setup. Don't assume it works — prove it.


When to Use This Skill

  • Just finished memorizing data and want to confirm it's stored and recallable
  • Just set up guidelines and want to confirm agents can see them
  • Just wired a pipeline and want to run one record end-to-end
  • Just set up a shared workspace and want to confirm agents can read/write
  • Want to run a periodic health check across memory, governance, and pipelines

When NOT to Use This Skill

  • Need to store data → use entity-memory
  • Need to create guidelines → use governance
  • Need to build a pipeline → use code-pipelines or data-sync
  • Need to diagnose a specific failure → use troubleshooting

Works With Both SDK and MCP

Interface How it works Best for
SDK (@personize/sdk) Run verification scripts locally Developers, CI/CD
MCP (Model Context Protocol) Use memory_recall_pro, ai_smart_guidelines tools interactively Claude Desktop, ChatGPT, Cursor

Actions

You have 5 actions available. Use whichever matches what the developer just set up. They are not sequential.

Action When to Use Reference
VERIFY-MEMORY After memorizing data — confirm it's stored and recallable reference/verify-memory.md
VERIFY-GOVERNANCE After setting up guidelines — confirm agents can see them reference/verify-governance.md
VERIFY-PIPELINE After wiring a pipeline — run one record end-to-end reference/verify-pipeline.md
VERIFY-WORKSPACE After setting up a shared workspace — confirm agents can read/write reference/verify-workspace.md
HEALTH-CHECK Ongoing — diagnose quality, performance, and coverage issues reference/health-check.md

Quick Verification (All Layers)

If the developer just wants a quick smoke test of the entire stack, run this sequence:

SDK

import { Personize } from '@personize/sdk';
const client = new Personize({ secretKey: process.env.PERSONIZE_SECRET_KEY! });

// 1. Auth — can we connect?
const me = await client.me();
console.log(`✅ Connected: ${me.data.organization.name} (${me.data.plan.name})`);

// 2. Memory — can we store and retrieve?
await client.memory.memorize({
  email: 'verify-test@example.com',
  content: 'Test record for verification. This person works at Acme Corp as a VP of Engineering.',
  enhanced: true,
});
const recall = await client.memory.recall({
  query: 'Who works at Acme Corp?',
  email: 'verify-test@example.com',
});
console.log(`✅ Memory: ${recall.data.memories.length > 0 ? 'stored and recallable' : '❌ NOT recallable'}`);

// 3. Governance — can we fetch guidelines?
const guidelines = await client.ai.smartGuidelines({ message: 'test verification' });
console.log(`✅ Governance: ${guidelines.data.compiledContext ? 'responding' : '⚠️ no guidelines set up yet'}`);

// 4. Digest — can we compile context?
const digest = await client.memory.smartDigest({
  email: 'verify-test@example.com',
  include_properties: true,
  include_memories: true,
});
console.log(`✅ Digest: ${digest.data.compiledContext ? 'compiling context' : '❌ empty'}`);

MCP

1. Call memory_store_pro with content "Test record for verification. Works at Acme Corp as VP Engineering." and email "verify-test@example.com"
2. Call memory_recall_pro with query "Who works at Acme Corp?" and email "verify-test@example.com"
3. Call ai_smart_guidelines with message "test verification"
4. Confirm each returns data

Constraints

Keywords follow RFC 2119: MUST = non-negotiable, SHOULD = strong default (override with stated reasoning), MAY = agent discretion.

  1. MUST run verification after every setup action (memorize, create guideline, wire pipeline) — because untested setups create false confidence and delayed failures.
  2. MUST use real queries that match the developer's actual use case, not generic test strings — because verification with irrelevant queries can pass while real queries fail.
  3. SHOULD show the developer the actual API response, not just pass/fail — because seeing the data builds understanding and catches quality issues (wrong extractions, missing fields).
  4. SHOULD clean up test data after verification — because leftover test records pollute memory and confuse downstream agents.
  5. MAY skip verification for identical re-runs of previously verified setups — because re-verification adds latency with diminishing returns.
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