Notes from your AI (Insights)

Your AI can leave short notes on the cards they concern. longbook shows each note beside its card and gathers them all in Insights.

How they look

A note sits on a dashboard card such as Next payment, Spending or Categories, or on the card of one account or one person. A speech-bubble mark beside the card's title opens it.

Insights lists every note by area: Dashboard, Accounts and People. The cross beside a note removes every note for that card.

Where they come from

Only from an AI you connect, such as Claude or ChatGPT, through longbook's MCP server. longbook never writes a note itself. Notes are kept in a file called insights.json in your longbook folder.

Questions

Do notes wait in Proposals?

No. A note changes no commitment or charge, so it goes straight to its card. A note left through the online connection reaches its card the next time longbook is open and signed in.

What if the AI has nothing to say?

Then no mark appears. A card shows the mark only when a note exists for it.

How do I get a note?

Connect your AI and ask it a question about your month, an account or a person. Ask it to leave a note on the card.