productivity/skills/memory-management/SKILL.md
Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.
npx skillsauth add anthropics/knowledge-work-plugins memory-managementInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Memory makes Claude your workplace collaborator - someone who speaks your internal language.
Transform shorthand into understanding:
User: "ask todd to do the PSR for oracle"
↓ Claude decodes
"Ask Todd Martinez (Finance lead) to prepare the Pipeline Status Report
for the Oracle Systems deal ($2.3M, closing Q2)"
Without memory, that request is meaningless. With memory, Claude knows:
CLAUDE.md ← Hot cache (~30 people, common terms)
memory/
glossary.md ← Full decoder ring (everything)
people/ ← Complete profiles
projects/ ← Project details
context/ ← Company, teams, tools
CLAUDE.md (Hot Cache):
memory/glossary.md (Full Glossary):
memory/people/, projects/, context/:
User: "ask todd about the PSR for phoenix"
1. Check CLAUDE.md (hot cache)
→ Todd? ✓ Todd Martinez, Finance
→ PSR? ✓ Pipeline Status Report
→ Phoenix? ✓ DB migration project
2. If not found → search memory/glossary.md
→ Full glossary has everyone/everything
3. If still not found → ask user
→ "What does X mean? I'll remember it."
This tiered approach keeps CLAUDE.md lean (~100 lines) while supporting unlimited scale in memory/.
CLAUDE.md in current working directorymemory/ subdirectoryUse tables for compactness. Target ~50-80 lines total.
# Memory
## Me
[Name], [Role] on [Team]. [One sentence about what I do.]
## People
| Who | Role |
|-----|------|
| **Todd** | Todd Martinez, Finance lead |
| **Sarah** | Sarah Chen, Engineering (Platform) |
| **Greg** | Greg Wilson, Sales |
→ Full list: memory/glossary.md, profiles: memory/people/
## Terms
| Term | Meaning |
|------|---------|
| PSR | Pipeline Status Report |
| P0 | Drop everything priority |
| standup | Daily 9am sync |
→ Full glossary: memory/glossary.md
## Projects
| Name | What |
|------|------|
| **Phoenix** | DB migration, Q2 launch |
| **Horizon** | Mobile app redesign |
→ Details: memory/projects/
## Preferences
- 25-min meetings with buffers
- Async-first, Slack over email
- No meetings Friday afternoons
memory/glossary.md - The decoder ring:
# Glossary
Workplace shorthand, acronyms, and internal language.
## Acronyms
| Term | Meaning | Context |
|------|---------|---------|
| PSR | Pipeline Status Report | Weekly sales doc |
| OKR | Objectives & Key Results | Quarterly planning |
| P0/P1/P2 | Priority levels | P0 = drop everything |
## Internal Terms
| Term | Meaning |
|------|---------|
| standup | Daily 9am sync in #engineering |
| the migration | Project Phoenix database work |
| ship it | Deploy to production |
| escalate | Loop in leadership |
## Nicknames → Full Names
| Nickname | Person |
|----------|--------|
| Todd | Todd Martinez (Finance) |
| T | Also Todd Martinez |
## Project Codenames
| Codename | Project |
|----------|---------|
| Phoenix | Database migration |
| Horizon | New mobile app |
memory/people/{name}.md:
# Todd Martinez
**Also known as:** Todd, T
**Role:** Finance Lead
**Team:** Finance
**Reports to:** CFO (Michael Chen)
## Communication
- Prefers Slack DM
- Quick responses, very direct
- Best time: mornings
## Context
- Handles all PSRs and financial reporting
- Key contact for deal approvals over $500k
- Works closely with Sales on forecasting
## Notes
- Cubs fan, likes talking baseball
memory/projects/{name}.md:
# Project Phoenix
**Codename:** Phoenix
**Also called:** "the migration"
**Status:** Active, launching Q2
## What It Is
Database migration from legacy Oracle to PostgreSQL.
## Key People
- Sarah - tech lead
- Todd - budget owner
- Greg - stakeholder (sales impact)
## Context
$1.2M budget, 6-month timeline. Critical path for Horizon project.
memory/context/company.md:
# Company Context
## Tools & Systems
| Tool | Used for | Internal name |
|------|----------|---------------|
| Slack | Communication | - |
| Asana | Engineering tasks | - |
| Salesforce | CRM | "SF" or "the CRM" |
| Notion | Docs/wiki | - |
## Teams
| Team | What they do | Key people |
|------|--------------|------------|
| Platform | Infrastructure | Sarah (lead) |
| Finance | Money stuff | Todd (lead) |
| Sales | Revenue | Greg |
## Processes
| Process | What it means |
|---------|---------------|
| Weekly sync | Monday 10am all-hands |
| Ship review | Thursday deploy approval |
Always decode shorthand before acting on requests:
1. CLAUDE.md (hot cache) → Check first, covers 90% of cases
2. memory/glossary.md → Full glossary if not in hot cache
3. memory/people/, projects/ → Rich detail when needed
4. Ask user → Unknown term? Learn it.
Example:
User: "ask todd to do the PSR for oracle"
CLAUDE.md lookup:
"todd" → Todd Martinez, Finance ✓
"PSR" → Pipeline Status Report ✓
"oracle" → (not in hot cache)
memory/glossary.md lookup:
"oracle" → Oracle Systems deal ($2.3M) ✓
Now Claude can act with full context.
When user says "remember this" or "X means Y":
Glossary items (acronyms, terms, shorthand):
People:
Projects:
Preferences: Add to CLAUDE.md Preferences section
When user asks "who is X" or "what does X mean":
Use /productivity:start to initialize by scanning your chat, calendar, email, and documents. Extracts people, projects, and starts building the glossary.
todd-martinez.md, project-phoenix.md)| Type | CLAUDE.md (Hot Cache) | memory/ (Full Storage) | |------|----------------------|------------------------| | Person | Top ~30 frequent contacts | glossary.md + people/{name}.md | | Acronym/term | ~30 most common | glossary.md (complete list) | | Project | Active projects only | glossary.md + projects/{name}.md | | Nickname | In Key People if top 30 | glossary.md (all nicknames) | | Company context | Quick reference only | context/company.md | | Preferences | All preferences | - | | Historical/stale | ✗ Remove | ✓ Keep in memory/ |
Promote to CLAUDE.md when:
Demote to memory/ only when:
This keeps CLAUDE.md fresh and relevant.
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.