Content Boundaries

CDP Index is the durable project and operations memory for CDP climate work. It should stay useful to collaborators, MCP tools, and published documentation without carrying personal client-notes material.

Keep In CDP Index

Content	Examples
Product context	Project overview pages, architecture summaries, repository maps, launch state, public product behavior.
Operations context	Runtime automation, analytics implementation, deployment hosting, connector behavior, repeatable verification steps.
Stable partner context	Platform role, integration surfaces, public collaboration context, service dependencies.
Generated evidence	Repository inventories, weekly stats, generated reports, schema-backed data files.
Reusable workflows	Due diligence, API migration, legacy rescue, AI augmentation, and other repeatable playbooks.

Keep In Private Notes

Content	Examples
People and routing	Named contact paths, personal email addresses, relationship notes, escalation chains.
Meeting prep	Talk tracks, call scripts, stakeholder-specific prep, negotiation notes, decision briefs.
Email evidence	Mailbox search results, message IDs, draft replies, sent-email records, private threads.
Commercial context	Contract posture, SOW strategy, pricing, approval paths, renewal or advisory conversion notes.
Sensitive access details	Account-specific permission requests, personal mailbox behavior, private document-routing evidence.

Folder Rules

• projects/ holds schema-backed project and project-doc pages.
• partners/ holds stable organization, platform, vendor, and workstream context.
• connectors/ holds source-to-destination integration notes.
• workflows/ holds reusable playbooks, not project-specific meeting prep.
• automations/ and project scripts/ folders hold runnable or generated automation support.
• Generated output should stay under an explicit generated/ folder when a project has one.

Review Check

Before adding a Markdown note here, ask whether it should still be useful after named people, inbox evidence, and one-off meeting context are removed. If the answer is no, keep it in the private Baker Street client notes tree instead.