Hyday whiteboard

Hyday Whiteboard Skill

First time in this conversation? Run Step 0 from hyday-vault-layout to find the vault root. The whiteboard MCP server below resolves it for you automatically (from ~/Library/Application Support/Hyday/settings.json on macOS or %APPDATA%\Hyday\settings.json on Windows — journalPath field), so as long as the server is configured and the user has opened Hyday once, you're fine. If you ever need to call the server with --data-root, see Step 0 in hyday-vault-layout for the lookup chain.

Hyday's Whiteboard is a 2D canvas where the user pins note cards, sticky notes, and grouping containers, and draws connections between them.

Unlike notes (which are plain .md files), whiteboard state lives in a sidecar JSON at <DATA_ROOT>/.hyday/whiteboards-v2.json. You operate it through the hyday-whiteboard MCP server, which exposes 12 tools.

Installation (one-time)

Before this skill works, the user must configure the MCP server in their agent's MCP config. See mcp-servers/hyday-whiteboard/README.md in this repo for the exact steps. The short version:

1. npm install inside mcp-servers/hyday-whiteboard/.
2. Add an entry to .mcp.json pointing node at whiteboard-server.cjs.
3. The server auto-detects the Hyday vault from settings.json; override with --data-root if needed.

Once configured, the agent has access to tools named mcp__hyday-whiteboard__* (or similar — the exact prefix depends on the agent).

What's on a whiteboard

A board contains zero or more items and zero or more connections.

Item kinds

Kind	What it is	Created with
note (card)	A card linked to an existing .md note. Shows the note's title and a preview.	addNoteToWhiteboard or buildWhiteboardLayout
sticky	A free-form text snippet that lives only on the board — no backing .md file.	addStickyNote
group	A visual container that wraps other items under a labelled header.	createWhiteboardGroup or buildWhiteboardLayout

Connections

Edges between two items. The server auto-picks the best handle (top/bottom/left/right) for the shortest path.

Coordinate system

• x increases to the right, y increases downward (top-left is 0,0).
• Positions can be negative — the canvas extends infinitely.
• Item position is the top-left corner of the item's bounding box.

Workflow: build a board from scratch (preferred path)

Use buildWhiteboardLayout. It takes groups of note IDs plus optional connections and handles all positioning — column distribution, group sizing, card heights, connection handles. This avoids overlapping cards and bad spacing.

1. Make sure every note you want as a card exists as a .md file in the vault (see hyday-markdown and hyday-vault-layout). Get each note's fileId (filename without .md).
2. Group the notes thematically — [{title, noteIds}].
3. Optionally declare connections between notes — [{fromNoteId, toNoteId, label?}].
4. Call buildWhiteboardLayout once. The server returns a summary of what was created.

Example call shape:

{
  "groups": [
    {"title": "Foundations", "noteIds": ["systems-thinking-intro", "feedback-loops"]},
    {"title": "Case studies", "noteIds": ["case-toyota", "case-netflix", "case-spotify"]},
    {"title": "Practice", "noteIds": ["weekly-review-template", "decision-journal"]}
  ],
  "connections": [
    {"fromNoteId": "systems-thinking-intro", "toNoteId": "case-toyota", "label": "applies to"}
  ]
}

The server arranges groups left-to-right, places cards in 1 or 2 columns per group depending on count, sizes each card based on note content length, and draws connections with optimal handle positions.

Workflow: tweak an existing board

For incremental edits, use the per-item tools:

1. listWhiteboards — find the right boardId (default is 'main').
2. listWhiteboardItems(boardId) — see what's already there. Note each item's id, x, y, width, height.
3. Then any of:
   • addNoteToWhiteboard — append one card. Use the returned width×height to pick the next card's Y.
   • addStickyNote — add a sticky.
   • createWhiteboardGroup — wrap existing cards in a group (create the group after the cards so you know their bounding box).
   • createWhiteboardConnection — connect two items by their itemIds.
   • moveWhiteboardItems — batch reposition / resize.
   • updateWhiteboardItem — edit text / color / size of a single item.
   • removeWhiteboardItems — delete items (auto-drops their connections).

Tool reference

All tools take an optional boardId; omit to target the default board ('main').

Read

• listWhiteboards() — returns boards with id, name, itemCount.
• listWhiteboardItems({boardId?}) — returns items with id, noteId, itemKind, title, x, y, width, height.

Boards

• createWhiteboard({name}) — new board.
• deleteWhiteboard({boardId}) — soft-delete (recoverable). Cannot delete 'main'.

Items

• addNoteToWhiteboard({boardId?, noteId, x, y, width?, height?})
  • noteId is the note's filename without .md.
  • Do not pass height — let the server estimate from content. The response includes the actual width×height; use it to compute the next card's Y.
  • Default width is 200. Standard card.
• addStickyNote({boardId?, content, x, y, color?})
  • content is plain text — keep it short (a few words to one sentence).
  • color: yellow (default), blue, green, pink, purple, orange.
  • Sticky is 200×150.
• createWhiteboardGroup({boardId?, title, x, y, width?, height?})
  • title MUST be a meaningful theme name (e.g. "系統思考基礎"). Do not pass generic strings like "Group Name" — the server's description literally calls this out.
  • Create groups after placing the cards so you know the bounding box.
  • Positioning rule: x = leftmost-card-x - 30, y = topmost-card-y - 60 (room for title).
  • Sizing rule: width = card-area-width + 60, height = card-area-height + 90.

Connections

• createWhiteboardConnection({boardId?, fromItemId, toItemId, label?}) — by item ID, not note ID. Handles are picked automatically.

Edits

• updateWhiteboardItem({boardId?, itemId, content?, color?, width?, height?}) — change at least one field.
• moveWhiteboardItems({boardId?, moves: [{itemId, x, y, width?, height?}]}) — batch.
• removeWhiteboardItems({boardId?, itemIds}) — also removes connections touching the removed items.

Batch

• buildWhiteboardLayout({boardId?, groups, connections?, cardWidth?, columns?}) — see workflow above. Preferred for any layout of >2 cards.

Key constraints and gotchas

• noteId ≠ note title. It's the filename without .md. If you only have a title, find the file first (see hyday-vault-layout).
• Cards must not overlap. When placing cards manually, the rule is: nextY = previousY + previousHeight + 40. With buildWhiteboardLayout this is handled for you.
• Don't pass height to addNoteToWhiteboard. The auto-estimate is content-aware; an explicit height usually makes the card too tall or too short.
• Groups go behind cards (zIndex = 0). Create cards first, then groups, otherwise the group title visually sits under cards.
• Connections are by itemId, not noteId. Item IDs are returned when a card is created (or appear in listWhiteboardItems). Inside buildWhiteboardLayout, you specify connections by noteId because the server maps note → item for you.

Example: building a "Q3 reading review" board

1. Ensure these notes exist (use hyday-markdown skill to create them if needed):
   • reading-notes-atomic-habits.md
   • reading-notes-deep-work.md
   • reading-notes-thinking-fast-slow.md
2. Call:

{
  "tool": "buildWhiteboardLayout",
  "input": {
    "groups": [
      {
        "title": "Best of Q3",
        "noteIds": ["reading-notes-atomic-habits", "reading-notes-deep-work"]
      },
      {
        "title": "Skim again later",
        "noteIds": ["reading-notes-thinking-fast-slow"]
      }
    ],
    "connections": [
      {
        "fromNoteId": "reading-notes-atomic-habits",
        "toNoteId": "reading-notes-deep-work",
        "label": "shared theme: deliberate practice"
      }
    ]
  }
}

3. Optional follow-up: add a header sticky at the top.

{
  "tool": "addStickyNote",
  "input": {
    "content": "Q3 Reading Review",
    "x": 0,
    "y": -100,
    "color": "yellow"
  }
}

4. Show the user — Hyday's whiteboard view will reflect changes immediately when they switch to it.

Validation checklist

After any whiteboard operation, verify:

1. Every noteId you used corresponds to a real .md file (otherwise the card shows the noteId as title and no preview).
2. Group titles are meaningful, not "Group Name" or "Untitled".
3. If you placed cards manually, no two cards overlap (use the returned height from each addNoteToWhiteboard to space them).
4. Connections reference real itemIds (per-item flow) or real noteIds (buildWhiteboardLayout flow).
5. You used buildWhiteboardLayout when creating >2 cards at once.

Notes on sync and portability

• The whiteboard sidecar is a regular file (.hyday/whiteboards-v2.json). If the user's vault folder is inside iCloud, Dropbox, or another file-sync tool, the whiteboard syncs across machines along with the vault.
• The server keeps 3 rotating backups (.backup.1, .backup.2, .backup.3) next to the sidecar.
• Soft-deleted boards move to trashedBoards inside the same sidecar — they're not gone.

References

• Server installation and config: mcp-servers/hyday-whiteboard/README.md
• Creating the notes that become cards: see hyday-markdown skill
• Where notes live: see hyday-vault-layout skill